Personal workload management
No more managing your workload through disorganized piles of files,
handwritten lists, or emails. XCM’s My View screen serves as a dynamic,
real-time to-do list that allows you to manage your workload from anywhere. |
XCM is the only firm-wide workflow solution that enables your employees to be more efficient and productive, so your firm can be more profitable.
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Process control and standardization
XCM digital routing sheets contain all information related to a specific task. Its flexible design enables you to mirror established practices. And powerful
reporting tools help you monitor and streamline those practices for greater productivity gains. |
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Centralized knowledge management
& storage
One central location houses all files and documents, eliminating needless
search time, cumbersome file cabinets and overstuffed paper folders. |
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Enhanced client service
Powerful search capabilities allow you to easily pull up a complete view of all
your clients’ work, or details of a specific client project. You can also instantly
create a pro-forma email to a client that automatically populates the client
email address and open questions. |
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Firm-wide resource management
Management can now see each staff member’s workload and easily reassign work or adjust schedules as needed. |
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Fast and easy to implement
XCM training usually takes less than a few hours and can be done on the web. |
Solutions | XCM: Firm-Wide Workflow Solution | Overview: Key Benefits
