RECORD UPDATES FOR COMPLIANCE:
Donation records and sponsorship forms, Gift Aid, grants applied for, HR Records; your Digital Workmate can monitor, read and update your records ensuring complete compliance and accuracy with GDPR regulations.
As a charity you can have many employees and volunteers, you can leave the repetition of collecting documents and information, filing and sorting contracts and setting up payments for onboarding employees to the Digital Workmate. Your Digital Workmate can also update your HR system ensuring compliance and automate right to work checks if needed. See more examples of HR processes.
PROCESSING THIRD PARTY DATA (Local authorities, Councils):
The Digital Workmate will pick up emails, read and download donation forms, upload them to systems and action them according to your process. In fact, the Digital Workmate can do this for any type of form for any area of the business.
You can use automation to manage cost-to-estimate reports; your Digital Workmate will pull in information from contractors and suppliers, import it into the project budget and generate real time analytics into daily or on-demand reports.
Your Digital Workmate can manage your live chat facility, providing automated responses to standard questions. They can help your customer services by toggling between different screens and systems gleaning and inputting information so your support workers can spend more time concentrating on the call.
Maintaining and growing an online presence can be tough, especially when donor engagement means so much. Your Digital Workmate can help manage your online activities by bringing social media and SEO analytics into one easy to read report for you, helping you to focus your efforts and time where its needed, building stronger relationships and generating greater awareness.
In short, the list is endless!
No matter what processes you decide to give to your Digital Workmate, you can be sure they will be delivered with speed and accuracy. Allowing your team the freedom and time to work on more sensitive and important areas, in turn building employee and client satisfaction and engagement.
“gunnercooke’s whole business is built around making it as easy as possible for our lawyers to deliver outstanding services to our clients. To achieve this our processes must be seamless and transaction processing needs to be quick; Cevitr’s Digital Workmate has allowed us to accomplish this goal. Cevitr have taken a complex invoice creation task, which requires a high level of diligence for accuracy, and automated the entire multistage process. The Digital Workmate runs seamlessly through the month freeing up the time of our key resources to focus on effective delivery of our services.”
Naseer Patel, Finance Director, gunnercooke.
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