Integrify Case Studies Streamlining Workflow and Enhancing Security with IoT: A NeoSystems Case Study

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	Streamlining Workflow and Enhancing Security with IoT: A NeoSystems Case Study Integrify

Streamlining Workflow and Enhancing Security with IoT: A NeoSystems Case Study

Integrify

Technology Category	Infrastructure as a Service (IaaS) - Cloud Computing Networks & Connectivity - Gateways
Applicable Industries	Finance & Insurance National Security & Defense
Applicable Functions	Human Resources Sales & Marketing
Use Cases	Onsite Human Safety Management Tamper Detection
Services	System Integration
Challenge	NeoSystems, a professional services firm, was faced with the challenge of managing a growing client roster and ensuring the secure and efficient routing of documents and transactions through the approval process. The company's employees often worked with multiple companies, and the email-based method of delivering information was no longer efficient or secure. The information dealt with included proprietary, sensitive financial data, and NeoSystems needed a process that could ensure the security of the documents moving through its organization and out to its clients, while also improving efficiencies. The challenge was to find a workflow management system that would automate critical back office functions, both within the company’s own internal operations as well as back-office operations run on behalf of its clients. Read More
About Customer	NeoSystems is an award-winning, tech-enabled professional services firm that provides strategic back office services vital to running successful companies, associations, and organizations in a variety of industries including government contracting, nonprofits, and other highly regulated business enterprises. NeoSystems offers scalable solutions with a team of industry experts, best-in-class software applications, and an advanced technical infrastructure that leverages cloud computing. The company has nearly 200 employees, and they are all Integrify users on some level. More importantly, they have more than 500 active users of its Integrify system, most of which are clients to whom NeoSystems provides managed back office services, such as accounting, human resource and IT management. Clients are concentrated in the Washington D.C. metro area, but a growing number are scattered around the United States, with global expansion expected within the coming year. Read More
Solution	NeoSystems discovered Integrify, a 100% web-based solution for workflow management. Integrify allows an organization to automate a wide range of requests and streamline processes. The software provides form creation, routing definition, and tracking tools for those responsible for participating in a particular workflow or process, minimizing data entry and simplifying requests for approval and fulfillment. The solution eliminates problems typically related to labor-intensive processes such as manual paper handling and transmission of documents and requests via email. The resulting automated process can reduce costs per transaction 60 to 90 percent. As NeoSystems’ business grew and information security became more of a concern, CEO Michael Tinsley began researching software solutions that would allow NeoSystems to process transactions in a more secure process while also improving process efficiency. The system has quickly grown to encompass human resources functions such as request for new hires, on-boarding new hires, and separation/termination paperwork, as well as sales referrals, consultant bonuses, and accounts payable invoice processing. Read More Log in to view content
Contents

Technology Category

Infrastructure as a Service (IaaS) - Cloud Computing

Networks & Connectivity - Gateways

Applicable Industries

Finance & Insurance

National Security & Defense

Applicable Functions

Human Resources

Sales & Marketing

Use Cases

Onsite Human Safety Management

Tamper Detection

Services

System Integration

Challenge

NeoSystems, a professional services firm, was faced with the challenge of managing a growing client roster and ensuring the secure and efficient routing of documents and transactions through the approval process. The company's employees often worked with multiple companies, and the email-based method of delivering information was no longer efficient or secure. The information dealt with included proprietary, sensitive financial data, and NeoSystems needed a process that could ensure the security of the documents moving through its organization and out to its clients, while also improving efficiencies. The challenge was to find a workflow management system that would automate critical back office functions, both within the company’s own internal operations as well as back-office operations run on behalf of its clients.

About Customer

NeoSystems is an award-winning, tech-enabled professional services firm that provides strategic back office services vital to running successful companies, associations, and organizations in a variety of industries including government contracting, nonprofits, and other highly regulated business enterprises. NeoSystems offers scalable solutions with a team of industry experts, best-in-class software applications, and an advanced technical infrastructure that leverages cloud computing. The company has nearly 200 employees, and they are all Integrify users on some level. More importantly, they have more than 500 active users of its Integrify system, most of which are clients to whom NeoSystems provides managed back office services, such as accounting, human resource and IT management. Clients are concentrated in the Washington D.C. metro area, but a growing number are scattered around the United States, with global expansion expected within the coming year.

Solution

NeoSystems discovered Integrify, a 100% web-based solution for workflow management. Integrify allows an organization to automate a wide range of requests and streamline processes. The software provides form creation, routing definition, and tracking tools for those responsible for participating in a particular workflow or process, minimizing data entry and simplifying requests for approval and fulfillment. The solution eliminates problems typically related to labor-intensive processes such as manual paper handling and transmission of documents and requests via email. The resulting automated process can reduce costs per transaction 60 to 90 percent. As NeoSystems’ business grew and information security became more of a concern, CEO Michael Tinsley began researching software solutions that would allow NeoSystems to process transactions in a more secure process while also improving process efficiency. The system has quickly grown to encompass human resources functions such as request for new hires, on-boarding new hires, and separation/termination paperwork, as well as sales referrals, consultant bonuses, and accounts payable invoice processing.

Impact #1	The implementation of Integrify has delivered value to clients well above the benefit of increased security. Both employees and clients have come to expect the ease of request initiation, automated workflow and the ultimate receipt of approvals delivered by the Integrify process and can’t imagine going back to the old manual, paper/email intensive routine. Other processes that have improved significantly are client referral and new client on-boarding processes. The level of automation and traceability has allowed the Sales department to get back to what they do best – selling – instead of worrying about the downstream performance of the individual departments. The IT department has also benefited from the Local File Copy plug-in which can save workflow file attachments to a local path/directory on the server. The foremost return for NeoSystems has been the security the system provides for proprietary financial information. The on-premise solution offered by Integrify and implemented by NeoSystems ensures there aren’t any breaches due to human error or unauthorized email interception.

Impact #1

The implementation of Integrify has delivered value to clients well above the benefit of increased security. Both employees and clients have come to expect the ease of request initiation, automated workflow and the ultimate receipt of approvals delivered by the Integrify process and can’t imagine going back to the old manual, paper/email intensive routine. Other processes that have improved significantly are client referral and new client on-boarding processes. The level of automation and traceability has allowed the Sales department to get back to what they do best – selling – instead of worrying about the downstream performance of the individual departments. The IT department has also benefited from the Local File Copy plug-in which can save workflow file attachments to a local path/directory on the server. The foremost return for NeoSystems has been the security the system provides for proprietary financial information. The on-premise solution offered by Integrify and implemented by NeoSystems ensures there aren’t any breaches due to human error or unauthorized email interception.

Benefit #1	Reduced costs per transaction by 60 to 90 percent
Benefit #2	Processed about 15-20 different request types
Benefit #3	Processed about 7,000 requests in the first year

Benefit #1

Reduced costs per transaction by 60 to 90 percent

Benefit #2

Processed about 15-20 different request types

Benefit #3

Processed about 7,000 requests in the first year

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Overview

Streamlining Workflow and Enhancing Security with IoT: A NeoSystems Case Study

Operational Impact

Quantitative Benefit