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Management software for agencies

Document management systems are a basic tool in the development of the agency management project, the vast majority of the information they manage is based on documents.

Professional content systems are also useful for providing consultants with a time management platform used in each project; in a way that helps them manage the time necessary to offer their services, control the time spent by staff dedicated to client projects, assign tasks or encourage active team collaboration, among other characteristics.

In an increasingly competitive environment, the use of new technologies marks the difference between the permanence and growth of the sector or the disappearance of the organization. The intensive use of technology in the enterprise allows companies to benefit from digital transformation, a phenomenon that allows them to diversify and strengthen their position on the market in ways unimaginable until now.

Professional agencies or offices dedicated to marketing projects or creative agencies - offering digital marketing services or managing creative content projects - must in particular have a project management tool designed specifically for this type of service. They must plan in real time the resources necessary for the marketing project, compare them with those currently available and act accordingly. In addition, the management software must provide utilities to monitor the resources used for proper account management. This will allow them not only to check for any deviations in project management, but also, if necessary, to justify in detail all the tasks carried out within the framework of the project.

In this context, CMx software for agencies can be the ideal solution to solve the problems that the management of documentation and available resources entails for these organizations. CMx project management software allows documentation to be linked to projects, which are assigned to users via the task manager included in the system. Employees who participate in the project will receive a notification of their integration into the project (by e-mail, via the mobile application) and will be able to use the collaboration tools of CMx to stay informed with their colleagues. In addition, users can directly access the documentation related to the project. Documents can be added to existing files, as well as categories or even metadata - valuable information related to the document or file considered to be particularly useful -. You can also add notes or show the relationships that link one file to another and what type of relationship they have. For more information, project members can exchange opinions or different points of view in the Forum section. And in the Wiki section, you can highlight bibliographic sources, resources or mandatory requirements to meet. Even the CMx licensing system allows the insertion of additional users so that, for example, the project client can access content that the agency considers necessary. You can also add notes or show the relationships that link one file to another and what type of relationship they have. For more information, project members can exchange opinions or different points of view in the Forum section. And in the Wiki section, you can highlight bibliographic sources, resources or mandatory requirements to meet. Even the CMx licensing system allows the insertion of additional users so that, for example, the project client can access content that the agency considers necessary. You can also add notes or show the relationships that link one file to another and what type of relationship they have. For more information, project members can exchange opinions or different points of view in the Forum section. And in the Wiki section, you can highlight bibliographic sources, resources or mandatory requirements to meet. Even the CMx licensing system allows the insertion of additional users so that, for example, the project client can access content that the agency considers necessary. Project members can exchange opinions or different points of view in the Forum section. And in the Wiki section, you can highlight bibliographic sources, resources or mandatory requirements to meet. Even the CMx licensing system allows the insertion of additional users so that, for example, the project client can access content that the agency considers necessary. Project members can exchange opinions or different points of view in the Forum section. And in the Wiki section, you can highlight bibliographic sources, resources or mandatory requirements to meet. Even the CMx licensing system allows the insertion of additional users so that, for example, the project client can access content that the agency considers necessary.

For example, the client can request a real-time demonstration using the company's work tool, automatically allowing you to improve the profitability of your professional office and the satisfaction of your client. The CMx document management system saves the parties concerned, because the management program allows the follow-up of the project as it progresses and the evaluator can count on the client's evaluations to improve management from the professional office. Participants can subscribe to the agency's project content and receive notifications whenever a change occurs.

On the other hand, the CMx software for administrative agencies allows agencies, professional offices, tax consultancy firms, marketing agencies and creative projects to manage the privacy policy in accordance with the new general data protection regulations. . This allows your company to update the legal notices in order to adapt them to the new legislative framework, to adapt the cookie policy to the new standard and to allow customers to access the CMx software, via a personalized interface. Thus, clients have access to the document management of their projects, official books of annual accounts, under specific conditions of use. All' activity developed in these personalized environments is controlled using CMx agency software. In fact, each content can be audited from the Activity Log tab, which offers full traceability of all events that have occurred in the file.

To facilitate the management of services and obtaining information, CMx branch management software can also offer models, both for internal management and to simplify the role of the client in the program.

The CMx document management system can also be used to improve various processes for managing your office in relation to your customers. Through automation, protocols or procedures can be implemented, so that a process or service does not reach more advanced stages if the stipulated requirements are not met. Such functionality facilitates tasks such as billing for consultancy, accounting tasks, expense control, etc. Another tool available in the CMx management software is the workflow engine integrated into the system. It creates a communication channel and optimal collaboration between participants in the business process.

And if you want to immerse yourself in the transition to the digital world, these can be digitization projects thanks to Zone OCR CMx. With this, we can recognize the types of documentaries that the company works with and transform paper documents into electronic files with all that that implies. Reduced storage costs, improved security - in CMx, users will be able to see the documents to which they have access rights and develop other activities if they have been authorized to perform these tasks - collaboration and communication facilities and cost savings related to electronic documentation management.

In addition, the CMx contract management software offers possibilities for integration with other applications (ERP, billing program, accounting program, etc.), thanks to the Java SDKs, PHP and .NET. In this way, the smooth integration of the software into the suite of advisory programs is guaranteed.

 

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ABOUT THE AUTHOR


Management software has become the fundamental element to provide a reliable, collaborative and agile work environment that facilitates the execution of tasks for staff in an efficient and satisfactory way for the agency and clients.



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