This document describes a franchise management system that allows franchisors to better control the creation, tracking, and management of franchise documents and associated workflows. It involves implementing a tailored software solution to minimize risks and improve efficiency related to new franchisee onboarding, renewal documentation, assignment documentation, and breach notices. The system integrates with other applications and provides self-sufficient, efficient document design and management with measurable return on investment.

1. Franchise Document
management
systems

2. Are you in complete control of:
New Franchisee documentation?
Franchisee renewal documentation?
Franchise assignment documentation?
Franchisee Breach notices?
Minimise the risk and improve efficiency.

3. Our system involves the implementation of a
specialist, tailored, end-to end Franchise
Management System to better control the
creation, tracking and management of
documents in your business together with
associated workflow to keep things on track.

4. Major Stakeholders
• Brian Smith
– Caseflow, CEO/Product Architect
– Brian has been developing specific software for use in the
legal industry for 25 years, with an emphasis on making
the software user friendly to manage repeatable processes
efficiently.
• Peter Buckingham CFE
– Spectrum Analysis, MD
– Peter has been the MD of Spectrum Analysis for 20 years
and is a leader and expert in franchise development,
especially in site selection, territory planning and overall
franchise consulting.

5. Information Pack
– Caseflow Acumen - Case Management
• Market leading approach
– Technology & Integration
• Clean, contemporary, stable
– Implementation
• Our tried and proven approach

6. Caseflow clients – Law Firms

7. Caseflow Acumen Suite
• Best of breed Case Management/Legal Workflow solutions:
– Data import & management
– Integration & data sharing
– Document assembly and DMS integration
– Tasks & activities
– Outlook appointments, emails & tasks
– Reporting , client updates and portals
• Our goal is for our software to help you achieve;
– Increased accuracy & efficiency
– Work management improvements
– Greater profit through better resource utilisation
– Reduced risk due to oversights

8. Integrations

9. Integrations
• Out of the box
– We learn the product
– We maintain the expertise
– You reap the benefits
• Configuration based
– Configure it, don’t build it
• Maintained under support agreement
– New versions are our responsibility

10. Business Drivers
• Client expectations are up
• Price beginning to take precedence over brand
and status
• Clients are looking for more
– Technology focus
– Innovation that adds value to legal services
– Accessibility to their data and matter status
– Reporting and KPI’s

11. DMS
PMSCRM
Client
Portals
Data
Parties
Documents
Tasks,
Docketing &
Activities
Caseflow Acumen – structure
Franchise
Agreement
Lifecycle

12. Platform Technology
• Certified Windows 7, 8 & 10 compatible - 32 & 64 bit
– All versions of Office 2000 & onwards
• Certified MS SQL Server 2008 & above
• Certified Windows Server 2008 R2 & above
• Development
– Desktop clients
• Visual Studio
• .NET framework 4
– Web clients
• ASP.Net
– Mobility
• HTML5

13. Our process
• Build the system tailored for your needs
• Skills Transfer
– Train your Caseflow Administrators to operate the system
– Extra help as you need it
• Focus on one work area initially – Franchise documentation
– Develop skills
– Progress to the next area if required
• Learn skills and then apply to other teams
– Becomes a potential platform for all areas within the firm
– Resources can be deployed to varying areas

14. Summary
• Self-sufficient, efficient worktype design & management
• Measureable return on investment
• Proven technology
• Integrates with your key systems
• Platform for innovation
• Strong development roadmap

15. About us
• Best of breed legal
workflow experts
• 20+ years legal
workflow track
record
• Australian owned
• North American
Resources
• Investing & growing

16. About us
• Expert consulting to
the franchise sector
• 20+ years track
record in
franchising
• Australian owned
• Investing & growing
new opportunities