i-Tul Case Study

Streamlining Corporate Filings with Workflow Manager

Overview

Corp2000, a prominent provider of business filing services, specializes in supporting law firms. In 2007, the company encountered substantial operational challenges due to the absence of a software solution capable of accommodating their unique business processes. To overcome these challenges, I-Tul Design & Software, Inc. developed a comprehensive system called Workflow Manager (WFM). This powerful software significantly enhanced their productivity, efficiency, and organization, leading to increased revenue and customer satisfaction. Over the past 17 years, the software has continued to evolve, playing a pivotal role in Corp2000’s acquisition by RASi in 2021.

Challenge

Before our collaboration, Corp2000 encountered several key issues:
  • Manual Order Management:Orders were received via web, fax, and email, requiring manual handling and processing.
  • Inefficient Workflow: Large orders needed to be broken into manageable tasks, and multiple team members needed coordination.
  • Vendor and Billing Management: Managing communications and billing with vendors was cumbersome.
  • Data Integration: There was no integration with third-party data sources, hindering efficiency.
  • Client Communication: Managing client billing and providing a seamless way for clients to share documents with end users was a challenge.

Solution

To address these challenges, I-Tul collaborated with Corp2000 Management Team to  develop the Workflow Manager (WFM), a tailored software solution designed to optimize and automate Corp2000’s business processes. The WFM system includes the following key features:

  • Order Management: Automated receipt and processing of orders from web, fax, and email.
  • Workflow Automation: Facilitates efficient large order process by allowing orders to be divided into smaller tasks and delegated to multiple team members.
  • Vendor Communication and Billing: Streamlined communications and billing processes with vendors.
  • Third-Party Data Integration: Connected with external data sources to enhance data accuracy and efficiency.
  • Customer Billing Management: Automated customer billing processes for accuracy and customer convenience.
  • Private Branded Intranets: Supported private branded intranets, enabling Corp2000’s clients to share final documents with their end users securely.

Implementation

The implementation process was meticulous and collaborative:
  • Needs Assessment: Conducted a thorough assessment to understand Corp2000’s specific requirements and pain points.
  • Development: Our development team collaborated closely with Corp2000, incorporating their ongoing feedback to ensure that WFM was precisely tailored to meet their specific needs.
  • Testing and Quality Assurance: Testing and Quality Assurance: Rigorous testing was performed to ensure reliability and performance.
  • Training and Support: Delivered comprehensive training to Corp2000’s team and provided ongoing support since the system’s inception in 2007 to ensure smooth and efficient operation.

Results

The implementation of Workflow Manager yielded significant benefits for Corp2000:
  • Operational Efficiency: Automation of order processing and workflow management save time and reduced errors, boosted productivity and revenue.
  • Seamless Integration: Enhanced data accuracy and workflow efficiency through integration with third-party data sources.
  • Improved Billing Processes: Automated billing for both vendors and customers improved accuracy and reduced administrative burden.
  • Enhanced Client Services: Private branded intranets improved document sharing and client satisfaction.

Conclusion

The Workflow Manager (WFM) has revolutionized Corp2000’s operations, enhancing their ability to manage business filings with greater efficiency and effectiveness. This custom software solution has been a cornerstone of their success, empowering Corp2000 team members to consistently deliver high-quality service since 2007. I-Tul Design & Software, Inc., is committed to providing tailored solutions that drive meaningful business results for our clients.

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