Organisations often find themselves using disparate and contradictory
methods to remind employees of upcoming obligations. While paper notes,
diaries and calendars have increasingly given way to more sophisticated
software equivalents, limitations remain.
Most major email providers such as Gmail and Outlook incorporate a
calendar function, and a plethora of reminder apps have entered the
commercial and consumer markets alike. These advances have been a boon
to business users, but one sticking point is a lack of integration with
existing business process software. An employee might receive a request
for an appointment by email, then enter it into a desktop calendar
service, and then perhaps a mobile reminder app. This way of doing
things leaves room for error and miscommunication.
Being late in providing a service to a client, or missing out on an
obligation altogether can have serious consequences. Not just in the
form of lost revenue for those particular jobs, but also as damage to
reputation. In a competitive marketplace, you need to reassure potential
clients that you can be relied on to complete work consistently, and by
Automate and integrate
Integrating reminders into your daily business processes brings benefits
both in productivity, communication and ease-of-use. By removing the
need to check a smartphone, or log into multiple systems, reminders can
seamlessly run alongside other software tools. Automatically triggering
reminders based on a predetermined schedule ensures work is completed
punctually, without the need for additional administration work.
Sometimes, it’s not enough for a single employee just to see their own
reminders. Managers may want to monitor what tasks are due for the staff
they supervise and set reminders accordingly. Staff members filling in
for an absent colleague will need to see what work is the most urgent
when deciding what to cover. Integrating reminders into a wider range of
business processes facilitates more effective collaboration and
management across an entire organisation.
Plan and prioritise
Not all work activities are equally urgent. Often an obligation will
require a number of alerts and notifications at different stages. By
organising alerts by urgency, and putting rules and parameters in place
to distinguish between them, employees are better equipped to plan and
prioritise their workload.
SwiftCase is a powerful business process management platform, with
integrated 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.