ZoomPower 2019: Explore Our New Functions and Features Released in 2019
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ZoomPower 2019 - INSZoom's annual user conference | Day 2| Session: Explore our new functions and features released in 2019
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ZoomPower 2019: Explore Our New Functions and Features Released in 2019
- 1. October 17- 18 Las Vegas, NV INSZoom’s Annual User Conference FEATURES RELEASED IN 2018-2019
- 2. Presenters Product Architect Product Manager Engineering Manager
- 3. Features • Zoom Search • Case Profile • Questionnaire 3.0 • To-Do • Document Management • Letter Management • Package for Filing • Reports 3.0 • Broadcast 2.0
- 4. Zoom Search
- 5. To find a Foreign National, what do you usually Search by?
- 6. Start a new Case Log a NotePrepare a Letter Upload a Receipt Check Case Status Prepare Forms Schedule a Consultation Send an Invoice It all starts with SEARCH
- 7. Zoom Search Type-ahead Search to find • Foreign National • Case • Corporation or a Corp. User • Prospect
- 8. Zoom Search Take actions from Search ResultsView results as Grid or Cards Faster than traditional Search Easy to use like any Search Engine
- 9. Lets see the ‘Zoom Search’ in action
- 10. Case Profile
- 11. What do you use to manage your daily activities?
- 12. Radically re-designed case module with unified interface to efficiently manage every aspect of case processing lifecycle. Case Profile
- 13. View case status View important dates View stakeholders Manage Actions/Notes Access quick actions Timeline view of all actions/to-dos Manage Case Communications Case Lifecycle view Manage all Case Data Case Documentation Case Profile
- 14. Lets see the ‘Case Profile’ in action
- 16. How well does your firm use Questionnaire?
- 17. Questionnaire 3.0 Visibility to all information requested Less pop-ups Reduced Clicks Enhanced, Easy to use experience Visibility to progress as you fill Principal applicant and dependent’s info are organized better Skip sections that are not applicable
- 18. Lets see the ‘Questionnaire 3.0’ in action
- 19. To-Do
- 20. To-Do
- 21. To-Do Assign Questionnaires to Foreign Nationals/SponsorsCollect Document from Foreign Nationals/Sponsors Assign Attorney for reviewAssign and Track To-do for your team Send Forms for Review and Signature Send Letters for Review and Signature Send Invoices for Review and Payments Ask Clarifications from Foreign Nationals/Sponsors
- 22. Lets see the ‘To-Do’ in action
- 24. Review Documents Track Status Collect Documents Search Documents Track Logs Print a Documents / Checklist Upload Documents DOCUMENT MANAGEMENT Simplified
- 25. Document Management Document Activity Log Stay organized by Tagging Documents In-app preview Manage Document Status Group, Filter, Sort Print individually or in bulk Works like Box/Dropbox
- 26. Does the New Document Management addresses all you needs?
- 27. Lets see the ‘Document Management’ in action
- 29. Review Letter Track Status Prepare a Support Letter Update Letter Print and Sign Letter Manage Templates LETTER MANAGEMENT Simplified
- 30. Letter Management Track Activities Edit letters on the “Cloud” Status and Workflow management E-Sign Letters using DocuSign In-app PreviewEasy Template Management Use Your MS Word Templates
- 31. Did you know you can edit docx files online?
- 32. Lets see the ‘Letter Management’ in action
- 34. Have you used Package for Filing?
- 35. How do I Bulk print All Case Documents for Filing? How do I sequence the Documents for printing? How do I assemble all Case Documents needed for Filing? How do I manage Late updates to Documents before Filing? PACKAG FOR FILING Simplified
- 36. Package for Filing View activity logsQuick Search of Documents Prepared Forms, Letters and Documents in one place Sequence as you needOne click Refresh for any Document changes In-app preview Easy to Assemble
- 37. Lets see the ‘Package for Filing’ in action
- 38. Reports 3.0
- 39. Improved Reports module with dashboards to manage your operations more efficiently and effectively, easy access to key data and statistics, improved data visualization and ease of sharing reports. Reports 3.0
- 40. Dashboards for Partners/Managers, Paralegals/Case Workers View key operational data points such as case load, case status, case management activities etc. Insightful Data Visualization Improved staff and workload management Filter by case manager, by corporation, by case- type, by time-period and more… Customize and share reports with other case managers, HR/Corporation Users Process specific Report HRs/Corp User Dashboard Customize your report view Reports 3.0
- 41. Lets see the ‘Reports 3.0’ in action
- 42. Broadcast 2.0
- 43. Targeted communication on Updates Policy or Regulatory announcements Customer On- boarding messages Marketing/ Business development mailers Communicate changes to Service Terms Keep in- touch with Prospects Communication based on report extract BROADCAST
- 44. Broadcast 2.0
- 45. Lets see the ‘Broadcast 2.0’ in action
- 46. Thank you
Editor's Notes
- Mark of the first step for packaging. Hassels of doc collection, reviewing the docs and
- Versioning of doc Online edit Template management
- Not having a grouping at one place
- Plz call shiv