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Process Manager

Strengthen financial performance and improve client satisfaction with Elite Process Manager. With Process Manager, firms streamline business processes and eliminate bottlenecks with a customized workflow solution designed by Metastorm, the leading business process management solution provider.

  • Maximize productivity and efficiency through the better management of people-intensive processes
  • Save time through the automation and standardization of critical business processes
  • Enhance collaboration across the firm

Eliminate inefficient processes and administrative overhead and implement consistent policies and procedures throughout all of your business systems.

  • Expedite financial and practice management activities with a comprehensive library of efficient business processes
  • Shorten approval cycles and accelerate operations by automating the routing and approval of electronic forms
  • Enhance security procedures with simplified and completely secure authorization procedures
  • Maintain accountability and security with a full audit trail of authorizations and approvals
  • Streamline and automate the approval process for all work in progress through the easy Watch List feature
  • Maximize efficiency by identifying potential bottlenecks or performance issues through real-time monitoring and reporting
  • Integrate easily with databases, email, Web Services and other applications using Integration Wizards

Contact your Elite account representative by completing the Information Request Form or by calling 323-642-5200.