Wisdom CMS




Q: Does CMS allow me to configure processes based on my company’s business model?


A: CMS is highly configurable and supports a wide variety of business processes. CMS uses an approach of steps and actions. Steps are the processes that need to be followed in order to bring a case to closure. Actions are the things you need to do to implement the steps.


You develop steps and actions that are required in your company’s business model. Then assign the steps and actions to your cases. A case cannot be closed until the required actions and steps have been completed.


By configuring CMS to support your business model, you automatically get employees to adhere to required processes.


Q: How does CMS help my staff manage cases?


A: CMS provides a complete solution for case management. You can enter all information relating to a case into CMS, including client, creditor and subject information, actions pending or taken with regard to the case, and all financial transactions. CMS provides up to the minute reports, case histories, and next steps.


You can also use CMS to record all your communications with clients, subjects and creditors and you can upload any other documents relevant to the case to store in the online file.


Q:  What if I want to share case information with my clients?


A:  CMS allows you to assign login permission with limited scope to clients and other points of contact with whom you wish to share case information. This feature allows you to share important information with clients while preserving privacy for company proprietary data such as financial information.


      Because the web-based interface is so easy to use, you won’t need to waste time training clients on the system. Because the system is online 24/7, remote clients in different time zones can access the system at their convenience, and get up to the minute status on their cases.


Q: How does CMS keep track of case history?


A: When you use CMS to enter all the steps and actions you are taking in your cases, you will have a complete recorded case history. You can add notes to the case at any point to record phone conversations or other external communication with clients and case contacts. Use CMS to manage every aspect of the case, including communications with creditors and subjects. Whether the case is closed or still open you can see all actions taken with regard to the case, all financial transactions and all communications. CMS keeps track of all actions taken to resolve a case or bring it to closure. The more you use CMS to manage your cases, the more complete your case history will be.


Q: Do I need to hire specialized systems administrators to manage and configure CMS?


A: Maintaining CMS is very easy. Because CMS is a web-based solution, we do the hard work for you by managing CMS servers behind the scenes. Any member of your staff can quickly and easily learn to configure CMS by adding your company information, default case information and users to the system. You don’t have to be a computer expert to manage the CMS system.


Q: How can I share case information with remote colleagues using CMS?


A: CMS operates in real time. Once you enter information into the system it is automatically available to other users no matter where they are located, as long as they have internet access and permission to use the system.


      Keep sales staff and case workers informed of late breaking information by sending emails and posting notes. Enter steps and actions that you have taken in your cases. Other users can run reports, look up status, read notes, and enter their own information into the system as things happen.


Q: Can I use CMS while I am on the road?


A: Because CMS is a web-based system, you can use it wherever you have an internet connection. All you need is your username and password and the URL to access the system. There is no client application to load so you don’t even need to have your own laptop with you to get full access to your case information, status, reports and case contacts information.


Q: I often have paper notes and hard copy documents relating to a case. Can I attach those to my CMS cases?


A: CMS lets you store all documentation related to a case. You can scan in hard copy documents to share them instantly with remote colleagues, and provide a complete document record for every case.


Q: Some of my cases are complex. Does CMS support complex cases with multiple subjects?


A: You can break any large case into sub-cases to make it easier to manage large cases or assign different parts of a case to different users. You decide where it makes sense to make the divisions. Each sub case has to be closed in order to close the case, so you won’t lose track of any details if relating to your cases. You can set different defaults, steps and actions for cases and subcases, so you can manage each sub case uniquely according to your needs.  


      You are in charge of the configuration of your CMS system and you can define defaults or override defaults at any time to meet your needs.


Q: How long will it take me to train my staff on how to use CMS?


A: CMS interfaces are easy to use and intuitive to follow. New employees, or employees new to CMS, will be able to start using it right away. Over time they will become increasingly more efficient at managing cases and communication with contacts.


      Handing off a case from one worker to another is especially easy because CMS lets you keep a complete history of steps, actions and transactions as well as contact information and communication for the case.


Q: Does CMS keep records of communications with clients and subjects?


A: As long as you use CMS for communication you will have a complete record of all communications relating to a case. You can also add your own notes to expand on the information sent in emails


      Letter templates make it fast and easy to communicate with a variety of different points of contacts, from vendors to subjects, on a variety of different topics. Letters are completely tailored to your specific business needs.


Q: How does CMS support my business across different time zones and different countries?


A: CMS is on line all the time, 24/7. All you have to do is make sure you enter the information you want your colleagues in other time zones to be aware of. When they log in, no matter what time zone they are in, they are going to get up to the minute information about what is going on with the case.


Q: What if I need to bill my clients in another currency?


A: CMS supports currency conversion in multiple different currencies. When you want to status the financial picture you can roll all transactions up into a single master currency. You can send invoices and receive payments in any currency of your choice.


Q: Can CMS track my company’s financial transactions?


A: CMS takes care of all your company’s financial needs. You can send invoices, set up and send purchase orders to vendors, track financial transactions with clients, creditors and subjects and build reports to status financial records.


      By keeping all your financial transactions in a single system, you can use CMS to analyze business trends, watch sales opportunities and find out what areas of your business are making money and what areas are not generating income.


Q: What if I just want to keep track of leads and sales opportunities?


A: Our Sales System module integrates completely with our Case Management System and allows you and your staff to add leads and track sales opportunities. You manage sales opportunities as you would cases, by entering steps and actions. Managers can see at a glance what sales representatives are working on. See instantly which opportunities are going to be financially beneficial, and which opportunities are not panning out or not receiving enough attention. 


Q: Does CMS help me stay in touch with clients?


A: CMS offers a complete communication capability. You can send emails directly from the system to clients, creditors and subjects. You can copy and blind copy anyone you want to keep informed. Using letter templates that you create for your company you can quickly formulate any type of correspondence and send it out. You can also generate .PDF files that can be printed and mailed through your company’s normal channels.


      You can send quick notes or complex instructions through CMS. You can attach invoices and receipts to emails and, what’s more, you will have a complete record in the case file for all correspondence.


Q: Can I generate up to the minute reports using CMS?


A: As long as your staff is updating case information in CMS, you can get up to the minute reports for all cases in CMS. CMS comes pre-configured with a wide range of reports to accommodate a variety of status needs. You can also create your own customized reports as you wish.


Q: We have hundreds of cases in progress. How can CMS help me manage ongoing cases?


A: You can use the batch upload feature of CMS to load all your ongoing cases into the system rapidly.


Q: What if the CMS System goes down? Will I lose my case information?


A: You will never lose case information. The CMS servers are maintained with full disaster recovery capability 24/7. You can use CMS with confidence that you won’t ever lose your case histories.


Q:  In addition to case management how else can CMS help my organization?


A: CMS offers modules to support every aspect of your business. We offer the following modules:


·         Case Management System (CMS)

·         Investigation Case System

·         Collection Case System

·         Sales System

·         Project System

·         Letter System

·         Financial System

·         Intranet System