COMPANY BACKGROUNDER AND SOLUTIONS

Transcription

1 COMPANY BACKGROUNDER AND SOLUTIONS ABOUT WOODBURY CONSULTING PARTNERS, LLC Woodbury Consulting Partners, LLC is a business process driven Customer Relationship Management (CRM) and Enterprise Content Management (ECM) Consulting, Solution Design and Implementation Value-Added Reseller. We are a Connecticut certified Asian Women Owned Small/Minority Business Enterprise. We have significant expertise in deploying the following enterprise applications either in the CLOUD or on-premise. Customer Relationship Management (CRM) We offer an Integrated, out of the box, process driven Sales, Marketing and Service Automation application that delivers end-to-end processes that complete the customer journey - from lead to order to continued account maintenance. Enterprise Content Management (ECM) - We have expertise in the segments of ECM listed below. In essence, we offer total end-to-end solutions in the ECM space. o Document Management, Imaging and Workflow Document Capture, Data Capture (OCR, ICR, Barcode, OMR) Forms Management Document and Information Retrieval, Storage and Management Workflow or Business Process Management Document Scanners o Document Scanning, Conversion and Compression- We offer the following services and tools for document scanning and conversion: High Volume Paper Backfile Conversion either on customer premise or at a state-of-the- art production facility PDF Compression - Converts image files to a compressed text searchable PDF thereby reducing file size for faster access, transmit, store and s and providing more reliable text searching CLIENT VALUE Deploying these enterprise applications allows organizations to: (1) Create and maintain customer excellence and loyalty that lead to winning and retaining clients by integrating marketing campaigns with sales pipeline management a nd customer service and support. (2) Reduce operating costs, streamline an organization s business processes and allow easy access to critical documents in order to make decisions faster and therefore gain competitive advantage.

2 KEY SERVICES PROVIDED Consulting Engagements Marketing, Sales and Customer Service Alignment Consulting, Business Process Assessments, Competitive Intelligence, System Evaluations and Selection, Strategy and Roadmaps. Solution Design, Implementation and Support Services Solution Discovery, Functional Specifications, Detailed Design Specifications, Solution Development, System Integration, End-To- End Testing, Implementation, Project Management and Post Implementation Support. INDUSTRY AND BUSINESS USE CASE EXPERTISE Our broad industry knowledge and considerable business use case expertise is one of the key differentiators that sets us apart from other firms. Here is a list of some applications that we have deployed. Departmental Solutions Invoice Processing, HR Onboarding, Accounts Receivable, Contract Administration, Sales Pipeline and Opportunity Management. Industry Solutions Property Management Property Data Management, Contract and Rental Agreement Management, GL Coding Assignment to Associations and Subs for Invoice Processing, Flexible workflows for processing accounting, lease and tenant documentation, Integration with Property Management Systems. Financial Services: Banking and Lending, Investment and Wealth Management, Investment Banking. Account Onboarding, Mortgage and Loan Origination, Commercial Lending, Deposit Accounts, Signature Cards, Client File Management, Brokerage Statements, Compliance/ Regulatory Mgmt. HealthCare and Health Insurance Claims and Correspondence Processing, Workers Compensation Documentation, Health Insurance Applications, Eligibility Processing, Health Wellness Forms and Documentation. Manufacturing Firms Sales Order Processing, Integration to ERP systems, Marketing and Sales Documentation, Standard Operating Procedures (SOP), Shop Floor Trailing Documentation, Shipping Documents. Insurance (P & C) Companies Claims Processing, Workman s Compensation Processing, Physician Credentialing, Correspondence Management, P&C Documentation and Automotive Insurance Documentation. Utilities and Service Organizations Franchise Documents, Marketing and Sales Documentation. System Integrations Examples of applications we have integrated with are: Line of Business applications: Yardi, Oracle Financials, SAP, Fiserv, FIS, APL, PowerLender, Lawson, Custom Applications ECM Systems: IBM, imanage, OnBase, EMC, OpenText, SharePoint Microsoft Office Applications: MS Outlook, MS Word, MS PowerPoint, MS Excel KEY TECHNOLOGY PARTNERS M-Files, bpm online, CVISION Technologies, Cranel Woodbury Consulting Partners, LLC. ( 4 Research Drive, Suite 402, Shelton, CT 06484

3 IN THE SPOTLIGHT- ECM TECHNOLOGY PARTNER M-FILES Woodbury Consulting Partners is a solution provider of M-Files, a premier provider of on-premise and CLOUD based ECM solutions. M-Files helps organizations find, share, and secure documents and information, even in highly regulated industries. Woodbury Consulting Partners, LLC. ( 4 Research Drive, Suite 402, Shelton, CT 06484

4 Woodbury Consulting Partners, LLC. ( 4 Research Drive, Suite 402, Shelton, CT 06484

5 IN THE SPOTLIGHT CRM TECHNOLOGY PARTNER bpm online Woodbury Consulting Partners is an authorized Consulting and Implementation partner of bpm online, a premium vendor of process driven CRM for marketing, sales and service automation. Woodbury Consulting Partners, LLC. ( 4 Research Drive, Suite 402, Shelton, CT 06484

6 Woodbury Consulting Partners, LLC. ( 4 Research Drive, Suite 402, Shelton, CT 06484