Creating a Task
Learn how to create a Task on your SwiftCase system and begin the rewarding journey of business process automation.
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The Document Manager
Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients.
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Intelligent, automated approval process control
Updated 02/12/2020 For many SMEs, tracking paperwork, delayed response times and getting tangled in a thread of emails has become the norm when it comes to managing their approval process. Remedy this with an intelligent approval management system , fit for all your business needs. SwiftCase increases efficiency and streamlines your approval process by implementing…
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Communicate and collaborate with a client portal
Updated 25/11/2020 Giving your clients access to the information you hold about them promotes self-service, communication, collaboration and integration of business processes. It saves you time spent on relaying information from your system to your clients via email, phone call or meetings, letting you focus on your responsibilities. If you’re interested in a free, no-obligation…
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The Benefits of Internal SMS Automation
Updated 18/11/2020 SMS or text messaging is a communication method that has some great potential benefits for business use. Although it has been around a long time, (the first message was sent in 1992, saying “Merry Christmas”), and many other, more advanced, communication methods exist, it is still a powerful tool that has some major…
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The Anchoring Effect: First impressions count in more ways than one
Updated 11/11/2020 Do you weigh up all the options before making a decision? Do you consider all angles, facts and measurements and only then take the plunge? Even if you believe this, you can still be susceptible to the Anchoring Effect: your final decision is merely an adjustment of an initial perception. To drop the…
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Survivorship Bias: Don’t follow your dreams off a cliff
Updated 04/11/2020 Taylor Swift telling you to follow your dreams is like a lottery winner telling you, ‘Liquidize your assets, buy Powerball tickets, it works!’ Bo Burnham Those were the days! Do you ever reflect wistfully about the music of your youth, or the classic cars or films, and lament: “They just don’t make them…
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Default Effect: You could be ashamed of sticking with what you have
Updated 28/10/2020 On one of our recently recorded podcasts we discussed our marketing pet peeves. My choice was a new marketing approach called ‘confirm shaming’ in which the user of a website is offered a choice, and if they decline the button option is accompanied by a snarky reply as below: This is an amusing…
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Is an unrealistic view of your ability a bonus?
Updated 21/10/2020 “Confidence is ignorance. If you’re feeling cocky, it’s because there’s something you don’t know.” -Eoin Colfer, Artemis Fowl Young children often have an egocentric view of the world. They can believe that there are causal connections between their actions and unrelated events. This can be especially problematic during grief, when the child can…
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Projection Bias: your future self is no more than a stranger to yourself
Updated 14/10/2020 “I never get enough sleep. I stay up late at night, because I’m Night Guy. Night Guy wants to stay up late. ‘What about getting up after five hours sleep?’ Oh, that’s Morning Guy’s problem. That’s not my problem, I’m Night Guy. I stay up as late as I want. So you get…
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