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What is Knowledge Management & Collaboration Strategies?

An exciting tool that SōtirIS utilizes in assisting with knowledge management is xRM, the next generation of CRM (Customer Relationship Management). These systems allow you to efficiently keep track of anything from customers, clients and vendors to employees, members, event attendees and associated information across an entire organization. One benefit of implementing an xRM system is that it provides an organization with a centralized, easy to access repository of company information. xRM systems also provide the ability to track e-mail messages, create custom workflows to automate processes and increase productivity, sift through information easily by creating custom "advanced finds". Another powerful feature of a xRM system is the ability to create a knowledge base in the system and share information quickly and efficiently across the organization.

When SōtirIS engages in an xRM project our certified and professional team sits down with members of the organization and talks with them. SōtirIS feels it is imperative to get an understanding of that client's business processes, workflows, and the information and data that is important to them. Once we have a grasp on the client's current practices, we take that information back to our office and start working on a design. Throughout the planning and layout process we work closely with the client to get feedback and get them acclimated to the design. After we have the architecture in place, SōtirIS works to create workflows, reports, and additional customizations to help streamline information sharing and increase efficiency.

SōtirIS has successfully implemented xRM systems to help facilitate knowledge management for requirements like; customer ordering information and trends, event registration and attendance information, membership statuses and renewal information, health insurance information and coverage policies, service tracking and project management.

Dashboards & Reporting
Dashboards & Reporting

Dashboards, a business intelligence tool found in knowledge management systems, act as a container for displaying data in real-time and allows you to quickly organize information in order to see the supporting data to gain insight and knowledge.

Looking for data specific to your role? Dashboards can report on data specific to sales, marketing or service.

Business Process
Business Process

Guide your team easily and efficiently using business process flows (BPF).

BPFs define a set of steps for users to follow to reach a desired outcome. These steps provide a visual indicator for users to see where they are in the process. BPFs can be tailored to a user's role and/or security level.

Collaboration
Collaboration

Collaborate seamlessly and effortlessly through a knowledge management system. These systems serve as a central portal of information updated in real-time and workflows help to keep team members on the same page.

Workflow
Workflow

Let off the gas pedal and put it in cruise!

Workflows model and automate real world business processes, such as notifications or assigning tasks, that can start automatically based on specified conditions or started manually by a user and optionally require user input. Custom code allows you to automate complex business tasks with just a click of a button.

Business Entity Tracking
Business Entity Tracking

Keep track of what is important to your organization - members, event attendance, sales processes, publications, or interactions with your clients - to measure your organization's growth.