Resources
Use Cases
Simply Corporate - Insolvency Practitioners - Enhanced Communications
Reduce costs and increase security
The Journey
Simply Corporate are a well established Insolvency Practitioner helping hardworking business owners across the UK through financial hardship. They provide a ranges of recovery solutions which involve communicating sensitive information to a number of different external users; directors, shareholders, accountants and other parties. Each party requires access to some of the information.
SharePoint is used as the core information management solution. The processes to support matter progression are well established and Simply Corporate had no desire to change SharePoint but did want a way to reduces the administration tasks and risks that email required
OPTSM’s Solution
SharePoint is used as the core information management solution. The processes to support matter progression are well established.
SafeShare has been integrated and ensures that its users are able to access and interact with information defined by their permissions. Internal and external users have access to the same information and are auto alerted when things change.
SafeShare handles document signing (replacing a stand alone signing tool) and ensure that SharePoint is always up to date
The Value
SafeShare presents a Simply Corporate branded and personalised user interface..
Tasks including document storage, and reminders are automated, freeing up valuable time for all users.
The unified process accelerates task completion & reduces lapsed time.
Costs associated with SafeShare can be claimed back against matters, making it low to no cost for IP firms
Business Support Experts - Tax Advisor - Confidential Information
Client Self service, Compliance, Security
The Journey
BSE are a well established, Northern Powerhouse funded advisory business whose expertise covers Commercial Tax Relief services including Research and Development and Capital Allowances. Some years ago they recognised that email was not an appropriate way to support the exchange of volumes of confidential information needed to provide their advice.
As BSE’s services and client base has expanded they have explored additional opportunities to enable client self service, client convenience and productivity opportunities.
OPTSM’s Solution
What is now BSEVault started life as a secure environment that provided clients with a shared drive that enabled them to quickly upload volumes of files into appropriate folders. This idea perpetuates and now extends BSE’s brands across the process, enables 3rd party advisors to participate and automates ‘back office tasks. Integration to BSE’s CRM system further removes or automates tasks, ensuring that claims are managed quickly and efficiently.
The Value
BSEVault provides a branded, secure and convenient way for BSE’s clients to share their confidential information which the BSE team can receive, organise and work on. It increasingly automates routine tasks, enabling team members to focus more of their time on higher value ‘human’ tasks.
Harts Accountants - Client Service Challenge
Client Self service, Compliance, Security
The Journey
As a high-quality, well-established practice, information security and client service feature at the top of Harts priorities. Some years ago they decided that email was not an appropriate tool for distributing client information due to the compromises it demands.
Over time Harts have addressed client convenience priorities, supporting the way their clients manage important financial information, enabling them to sign off document and on-board themselves
The future journey will undoubtedly drive further innovation as Harts seek to provide simple, secure and convenient ways to engage their growing client base.
OPTSM’s Solution
We were delighted to welcome Harts as a client, implementing a client portal that enabled securing sharing and management of client information. This provided clients with perpetual access to a windows like folder structure which eliminated the need for clients to download and manage their information.
This basic capability has extended to enable multiple parties to execute signing processes, automate notifications and generally communicate smarter.
The Value
MyHarts eliminates the risks associated with email and enables clients to work with Harts in a simple and convenient way. It has helped Harts overcome the limitations of their accounting package and eliminate routine, low level tasks.
We have established a strong working relationship with OPTSM over recent years, evolving MyHarts to better support our clients and our team. With hundreds of business and private clients using MyHarts everyday we are delighted to be able to evolve the way we serve our clients and support our colleagues as exploit my MyHarts to eliminate and automate more and more low value tasks.
Chris Bently
Tax and Forensic Director