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i-Tul Case Study
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Streamlining Corporate Filings with Workflow Manager

Overview
Corp2000, a leader in corporate filings, primarily serves large law firms. In 2007, the company faced significant operational challenges as they lacked a software solution to support their unique needs. To address these challenges, I-Tul Design & Software, Inc. developed a comprehensive system known as Workflow Manager (WFM). This robust software dramatically increased their filing productivity, efficiency and organization. WFM remained in production until 2021and played a crucial role in Corp2000’s successful exit.

Challenge

Before our collaboration, Corp2000 encountered several key issues:

  • Manual Order Management: Orders were received via web, fax, and email, requiring manual handling and processing.
  • Inefficient Workflow: Large orders needed to be broken into manageable tasks, and multiple team members needed coordination.
  • Vendor and Billing Management: Managing communications and billing with vendors was cumbersome.
  • Data Integration: There was no integration with third-party data sources, hindering efficiency.
  • Client Communication: Managing client billing and providing a seamless way for clients to share documents with end users was a challenge.

Solution

To tackle these issues, we developed the Workflow Manager (WFM), a custom software solution designed to streamline and automate Corp2000’s processes. Key features of WFM included:

  • Order Management: Automated the receipt and processing of orders from web, fax, and email.
  • Workflow Automation: Allowed large orders to be divided into smaller tasks for multiple team members, ensuring efficient handling.
  • Vendor Communication and Billing: Streamlined communications and billing processes with vendors.
  • Third-Party Data Integration: Connected with external data sources to enhance data accuracy and efficiency.
  • Customer Billing Management: Automated customer billing processes for accuracy and ease.
  • Private Branded Intranets: Supported private branded intranets, enabling Corp2000’s clients to share final documents with their end users securely.

Implementation

The implementation process was meticulous and collaborative:

  • Needs Assessment: Conducted a thorough assessment to understand Corp2000’s specific requirements and pain points.
  • Development: Our development team built WFM with continuous feedback from Corp2000 to ensure the solution met their needs.
  • Testing and Quality Assurance: Rigorous testing was performed to ensure reliability and performance.
  • Training and Support: Provided comprehensive training for Corp2000’s team and ongoing support to ensure smooth operation. I-Tul supported multiple evolutions of the WFM until 2021. 

Results

The implementation of Workflow Manager yielded significant benefits for Corp2000:

  • Operational Efficiency: Automation of order processing and workflow management saved time and reduced errors, boosting productivity.
  • Seamless Integration: Enhanced data accuracy and workflow efficiency through integration with third-party data sources.
  • Improved Billing Processes: Automated billing for both vendors and customers improved accuracy and reduced administrative burden.
  • Enhanced Client Services: Private branded intranets improved document sharing and client satisfaction.
Conclusion
The Workflow Manager (WFM) transformed Corp2000’s operations, enabling them to handle corporate filings more efficiently and effectively. This custom software solution was instrumental in their successful exit in 2021. At I-Tul Design & Software, Inc., we are dedicated to delivering tailored solutions that drive significant business outcomes for our clients.

If your business faces similar challenges and needs a custom software solution, contact us to explore how we can help transform your operations.




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