Salt Lake City, UT – Suralink, a leading provider of enterprise software and information solutions for professional services firms and companies involved in large scale document exchange, announced the launch of Individual Assignment Workflow – an advanced method of approval workflow and request privacy that allows both firms and clients the ability to easily manage the lifecycle of requests from the outset of an engagement by creating team assignments and being able to mark requests as private. |
Suralink is a cloud based platform that integrates a dynamic request list with file hosting, workflow and communication solutions for complete visibility into the lifecycle of an engagement from both sides. Firms using the Suralink platform report on average a 40% reduction in time spent on document exchange. The addition of User Assignment will increase the ability of firms and clients to achieve added efficiencies during engagements through team delegation and introduces a higher level of transparency and accountability.
Private Requests: The ability to lock requests and make them private ensures that only approved client users have access to sensitive information such as payroll.
Synergy: Never again will a firm user hear, "Did I send the right file? Did you get what you are looking for? What else are you waiting on?" And never again will the client user hear, "Can you please send me this file again? Not that version, but the other one."
Business Development: Firms using Suralink quickly realize the competitive advantage they have with the platform and are using it in bidding situations as a differentiator that increases engagement efficiency and client satisfaction.
“The development of Individual Assignment Workflow proves our commitment to constant innovation and development as well as our commitment to listening to and acting upon current user needs,” said Dave Geurts, Suralink’s Chief Technology Officer. Unlike outdated file portals that are disorganized and lack the most basic workflow and communication features, Suralink’s professional document exchange platform provides one place for everyone to interact and always know the status of the engagement in real time. Individual Assignment Workflow eliminates the possibility of miscommunication and introduces clear accountability for each user. Firms say it is enabling them to manage engagements in a way that was not previously possible while their clients appreciate being up to date on their engagement at all times.”
To learn more about Individual Assignment Workflow and the Suralink platform visit www.suralink.com
Suralink is a leading provider of enterprise software and information solutions for professional services firms and companies involved in large scale document exchange. Suralink enables firms and clients the ability to exchange information securely and more efficiently while enhancing client relationships. The platform’s features include a simple drag-and-drop upload, engagement overview dashboard, automatic status updates and effortless report generation.
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