“Being able to manage tasks and view what is happening and has happened with any client or staff member at any time is especially important to us. Consultants on the road or working from home are easily monitored and tasks are completed timeously.” Heila Nel, QSI Brokers

Win-win approach

One of the core ideas of a task is that the task stays open until all stakeholders know about and are happy with the outcome. We call this the win-win approach. There are a number of powerful spin-offs of this:

  • Streamline results in improved efficiency and savings in resources. There is less duplication and repetition.

  • Tasks always come back to the initiator - which means that feedback and quality control is built into the communication loop.

  • Interactive, multiparty communication is achieved and everyone can see the big picture.

  • Streamline becomes the central storage point for all information in the organization: Everyone we deal with, everything we do (or should do) for them, and every supporting document, can be found in Streamlne

  • As the system is web based, all this info is available to your team wherever they are - in the office, at a remote branch, at home - even on their cellphone!
navigation arrow
navigation button
  navigation arrow