ZoomPower 2019 - INSZoom's annual user conference | Day 2 | Session: INSZoom Product Roadmap 2020 Secrets Revealed

1. October 17-18
Las Vegas, NV
INSZoom’s Annual
User Conference
Roadmap
2019-2020

2. Presenters
Lawrence Dsouza
Product Architect
Prasath Subramanian
Product Manager
Sudhanva Kotabagi
Engineering Manager

3. Vision
Make the system
more
Simple
Efficient
Intelligent
Powerful
Easy to learn, use
and adopt
Helps you do
more things in
limited time
System that thinks
for you and provides
you insights
Provides you with
tools to automate
and manage various
scenarios

4. Questionnaires 4.0
• Define your own sections and choose any fields available
• Plug-in custom field to any section
• Ability to collaborate for Case manager and Applicants
• Audit log

5. Forms 4.0 Mockup

6. Forms 4.0
• Efficient and effective form preparation process.
• Transparency in form data population by letting user know the
stakeholders whose information is picked up and allow user to make
changes as per need
• Change of data in one form to change same fields in other forms of the
same case and same person.
• Workflow and status management for forms.
• Utilities/tools to aid efficiency in form preparation process
• Audit log

7. Forms 4.0 Mockup

8. Forms 4.0 Mockup

9. Forms 4.0 Mockup

10. Have you used or heard of Case Request feature?
Yes/No
Poll

11. Automate visa request process by corporations to bring in efficiency,
transparency and accuracy.
• Getting the process online and make it easy, transparent to all
stakeholders.
• Lawfirms can delegate required prerequisite questions and documents to
Corporate contacts so that they can make effective decision in
determining the case
• Data will stay in the system avoiding duplicate data entry from external
systems
• Increase the operational efficiency on tracking, assigning and status
reporting of the requests
What is the change?
• Easy to setup
• Easy to follow wizard view in new request
Case Request

12. Case Request Template Mockup

13. New Case Request Mockup

14. New Case Request Mockup

15. New Case Request Mockup

16. New Case Request Mockup

17. New Case Request Mockup

18. Do you work with Corporate clients?
Yes/No
Poll

19. Multi-factor authentication is an authentication method in which a
application user is granted access only after successfully presenting two or
more pieces of evidence.
INSZoom has partnered with Duo to provide Multi-factor authentication.
At present, second level of authentication is supported through
1. Duo mobile App
2. Text message
We will now add support for
1. Hardware Token - A security token (also referred to as a hardware
token) is a small hardware device carried by a user to authorize access.
User can use hardware token provided by Duo or YubiKeys.
2. Biometrics - Users can use the built-in TouchID fingerprint reader on
MacOS laptops for multi-factor authentication.
MFA 3.0

20. What is the difficulty level of finding things
you need in the system?
1. Not difficult at all
2. Somewhat difficult
3. Challenging
Poll

21. • All vital information about a case at one place.
• Case or visa type specific workflow and fields.
Sections:
o Petition details
o Stakeholders
o Case Managers
o Case Progress
o Communications
o Notes
o Questionnaires
o Forms
o Documents
o Letters
o Billing and Contracts
Case Profile

22. Case Profile Mockup

23. Case Profile Mockup

24. All vital information about a foreign national at one place.
• Profile details
• Contact information
• Important immigration data
• Cases and related progress
• Important documents and dates
• Communications
• Notes
• Questionnaires
• Forms
• Documents
• Letters
• Billing and Contracts
Foreign National
Profile

25. Foreign National Profile Mockup

26. All vital information about a corporation at one place.
• Profile Details
• Corp Users
• Case status and Case load dashboard
• Questionnaires
• Documents
• Letters
• Billing and Contacts
Corporation
Profile

27. Corporation Profile Mockup

28. Case Manager
Dashboard
• See all your To-Dos at one place
• See all your reminders and notifications at once place
• Access your calendar
• As Attorney or Partner or Manager, view the case load summary
and case progress summary of firm
• As individual case manager see your case load and case
progress

29. Do you currently manage or would like to manage
Case Receipts in INSZoom?
Yes/No
Poll

30. • Manage all receipt notices of a case
• Unified view to see all information at one place
• Maintain the scanned receipt documents with the record
• Ability to add other details such as RFE, Biometric details
received through receipts from the same screen
Receipt Notice
Management

31. Receipt Notice Management Mockup

32. • Updated process module – process fields to cover all
aspects of PERM process
• Workflow and automation to manage different steps of
PERM process
• Updated reports
PERM Module

33. PERM Module Mockup

34. PERM Module Mockup

35. PERM Module Mockup

36. Which of the following features you would like to see in system?
1. LCA module with Public Access File feature
2. Only LCA module
3. Not applicable to me
Poll

37. • Manage LCA Lifecycle
• Track expirations
• Automation
• LCA posting service
• Reports
LCA and Public
Access File

38. Are you currently providing or would like to provide
online access to HRs/Corporate Users?
Yes/No
Poll

39. • Provide HRs/Corp Users all required information which will
help in
• Reducing communication overheads
• Better information and task management
• Overall satisfaction of your customers
• Dashboard with all vital information.
• Foreign National profile with all vital information.
• Case profile with all vital information.
HRP 4.0

40. HRP 4.0 Mockup

41. HRP 4.0 Mockup

42. • Manage important documents and dates at case and
foreign national profile.
• Manage status docs and document expirations effectively.
• Maintain history of documents.
Data-Blocks

43. Data-Blocks Mockup

44. • Enable firm to sync Invoices or Payments between INSZoom and
QuickBooks Online account to make sure all the financial data is in one
place.
• Improve efficiency, transparency and collaboration between different
roles such as Case Worker, Attorney and Bookkeeper or Billing team.
• Improve tracking for receivables and prevents revenue leakage when
Immigration service is offered and tracked from INSZoom while
QuickBooks could be used for Managing receivables.
QuickBooks
Integration

45. QuickBooks
Integration

46. Release
Q4-2019
Forms 4.0
Questionnaire 4.0
Search
Receipt Notice
Management
Case Request
Zoomi 1.0
Reports 3.2
MFA 3.0
Q1-2020
Case Profile
Foreign National Profile
PERM Module
LCA and Public Access File
Data-Blocks
Zoomi 2.0
Reports 3.3
Q2-2020
Case Manager Dashboard
Corporation Profile
HRP 4.0
FNP 4.0
Zoomi 3.0
Reports 3.4
Q3-2020
Billing 3.0
Prospect 3.0
Knowledge-Base 3.0
Zoomi 4.0
Reports 3.5