Contents
Organisations often find themselves using disparate and contradictorymethods to remind employees of upcoming obligations. While paper notes,diaries and calendars have increasingly given way to more sophisticatedsoftware equivalents, limitations remain.
Most major email providers such as Gmail and Outlook incorporate acalendar function, and a plethora of reminder apps have entered thecommercial and consumer markets alike. These advances have been a boonto business users, but one sticking point is a lack of integration withexisting business process software. An employee might receive a requestfor an appointment by email, then enter it into a desktop calendarservice, and then perhaps a mobile reminder app. This way of doingthings leaves room for error and miscommunication.
Reliability
Being late in providing a service to a client, or missing out on anobligation altogether can have serious consequences. Not just in theform of lost revenue for those particular jobs, but also as damage toreputation. In a competitive marketplace, you need to reassure potentialclients that you can be relied on to complete work consistently, and byagreed deadlines.
Automate and integrate
Integrating reminders into your daily business processes brings benefitsboth in productivity, communication and ease-of-use. By removing theneed to check a smartphone, or log into multiple systems, reminders canseamlessly run alongside other software tools. Automatically triggeringreminders based on a predetermined schedule ensures work is completedpunctually, without the need for additional administration work.
Sometimes, it’s not enough for a single employee just to see their ownreminders. Managers may want to monitor what tasks are due for the staffthey supervise and set reminders accordingly. Staff members filling infor an absent colleague will need to see what work is the most urgentwhen deciding what to cover. Integrating reminders into a wider range ofbusiness processes facilitates more effective collaboration andmanagement across an entire organisation.
Plan and prioritise
Not all work activities are equally urgent. Often an obligation willrequire a number of alerts and notifications at different stages. Byorganising alerts by urgency, and putting rules and parameters in placeto distinguish between them, employees are better equipped to plan andprioritise their workload.
SwiftCase is a powerful business process management platform, withintegrated reminder functionality to keep users on track when dealing with urgent tasks.
- Set reminders for specific tasks, at any point in the future
- Set reminders for an individual staff member, ensuring they don’t forget vital work tasks
- Define recurring reminders on a daily, monthly or yearly basis
- Configure RAG (red, amber, green) alerts, at varying levels of urgency, displayed clearly in the user interface
- Automatically trigger alerts based on predetermined criteria
- Place a task on hold for a set period of time, and get a reminder when it becomes active again
Get in touch today, for a free, no-obligation demonstration.
Ready to automate your workflows?
SwiftCase helps operations teams streamline their processes with powerful workflow automation, case management, and AI-powered communication tools.