If your business deals with a high volume of standardised reports, you’ll know how time-consuming and frustrating it is when your systems are not fit for purpose.
You may have a steady stream of documents produced by multiple people, or a diversity of reports which focus on a variety of products and services. If this information can’t be easily inputted and managed, it’s a headache for you and your clients.
That was the situation facing an international regulatory body who train members of their industry when they asked Cielo Costa to streamline their process for producing Home Survey reports. This client of ours is at the forefront of promoting and enforcing the highest industry standards world-wide through more than 100,000 professionals – yet its survey reporting tool, an important revenue source, was out-of-date and not particularly user-friendly.
INTUITIVE FINANCE SOLUTIONS:
Simple interface – We listened. We worked in partnership to build a solution which fits seamlessly with their website and interfaces, to enable surveyors to file their property reports while out on the job, at the touch of a button. Initially built for desktops, we are developing a second version for use with phones and tablets.
Standard Templates – The user is greeted with a simple list of templates from which they can choose which report they need to create from Level 1 to 3, depending on the level of detail required from the survey. Using configurable fields for the form, it’s a straight-forward process to upload all the information required, including photos, fully formatted text and supporting details.
Standardised Reports – The result is a standardised report guaranteed to comply with the clients existing Home Survey Standard. Once generated, all reports are searchable and tagged with the property location and date, making it easy to retrieve information at a later date.
Delivery – This sizable solution was delivered in nine months – on time and on budget – and we could not have been more pleased when it received a resounding 9 out of 10 for client satisfaction from both the product owner and the project manager.
We standardise and simplify processes for our clients
If your business handles a high volume of documents from multiple sources, and you want to standardise this content, we can help. Get in touch.
It’s important that by working with Cielo Costa on a support contract, that we become an extension of your team.
We hand-hold and resolve the support issues whilst at the same time taking a longer-term view on updates, tech enhancements and developments to make the tools more efficient more responsive and more agile for your business.
At Cielo Costa, we are becoming the world’s most desired technology consultancy. When our clients seek a partner to help them overcome their business challenges by building a software solution, we are the first they think of.