Find out how Premier Claims uses Process Street's features to run their claims and client intake process, improving efficiency, speed, and remote teamwork.
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CLASS NAMEMIS600PROFESSORS NAME STUDENTS NAME PRO.docxmonicafrancis71118
CLASS NAME:MIS600
PROFESSORS NAME:
STUDENTS NAME:
PROJECT NAME: NETWORK DESIGN
Content
Topic Page No.
Cover Page 1
Content 2
Executive summary 3
Project Charter 3
Earn Value Statement 11
Executive Summary
Network under a set of confined region is known as Intranet. It uses an IP protocol and IP-based tools like the file transfer application and web browsers that is provided by the server to only assigned IP address. Computer network communication is an important installation in a contemporary organization organisation. As the organization's service provision is improved through the reliable communication, its competition with related firms is enhanced and, therefore, valued competence. Ultimate network design as a mode of flow of information among employees and stakeholders in promotes coordination in the management, team work and services the business offer. This automatically improves the performance of the organisation at the good will of all workers.
It should be noted that an organisation's communication systems alone holds a large percentage in its performance that it should not be compromised, even on the slightest default. This would mean that the organisation would require an Information System that when a default occurs at any single point in the connection system, it would be easier to detect and reach that point as soon as possible. The design should be design with backbone network so temporally technical problem with not upset the performance of network communication. This is more appropriate in big organisations to maintain their data and communication confidentiality, integrity and accessibility. In networking design approach, the choice of device should be intelligently selected for the desired function, this will enhance performance in terms of managing security, traffic, errors in storage and transmitting information.
Documents and programs that are sensitive are run through LAN security domain system to create passwords for their protection against cybercrimes. The protected file would then be accessed by authorised personnel only. This would be an important idea where security of flowing information is paramount. Each set of the employee has got a privilege to prevent the access of any restricted file in the company.
Project Charter
Project Name
Network Design
Project Number
DW2
Project Team
Sponsor: Robert Elson
Author : Jacobs Adam
Manager: Joyce Rob.
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Content 2
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Project Charter 3
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Network under a set of confined region is known as Intranet. It uses an IP protocol and IP-based tools like the file transfer application and web browsers that is provided by the server to only assigned IP address. Computer network communication is an important installation in a contemporary organization organisation. As the organization's service provision is improved through the reliable communication, its competition with related firms is enhanced and, therefore, valued competence. Ultimate network design as a mode of flow of information among employees and stakeholders in promotes coordination in the management, team work and services the business offer. This automatically improves the performance of the organisation at the good will of all workers.
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How Premier Claims Uses Process Street to Efficiently Handle New Claims and Client Intake
1. 1/4
August 6, 2021
How Premier Claims Uses Process Street to Efficiently
Handle New Claims and Client Intake
process.st/premier-claims-efficient-new-client-intake-case-study
Jane Courtnell
August 6, 2021
Premier Claims is a public adjusting firm that secures an average increase on claim payments
700% greater than before their involvement in the negotiation. They represent policyholders
and contractors when negotiating fair claim settlements from insurance carriers on property
damage. This includes damage from hail, wind, fire, and smoke.
Premier claims discovered Process Street in July 2020, and have since moved many of their
processes to our platform. Process Street has given Premier Claims an easy and elegant
means of collecting and securely storing client information.
One such process Premier Claims uses Process Street for is their Claims and Client Intake
Workflow. When the Process Street version of this workflow was first beta-tested, the
salesperson’s response spoke volumes to the reliefs Process Street brings the Premier Claims
team.
“[Process Street is]…literally the easiest thing in the world.” – Premier Claims salesperson,
Claims and Client intake workflow Demo
2. 2/4
Premier Claims wanted to share their positive experience from using Process Street and
decided to create a video demo of their Claims and Client Workflow.
The Claims & Client Intake Workflow Demo
The Claims & Client Intake Workflow Demo shows Process Street in action. The demo was
created to illustrate how Process Street’s features allow Premier Claims to:
Speed up the client intake process.
Work more efficiently as a team.
Collect new claims and client information from anywhere. Especially useful as teams
operate out-of-office, onsite.
Premier Claims uses Conditional Logic to speed up the new claim and client
intake process
Firstly, the demo shows how Premier Claims utilize Process Street’s Conditional Logic
Feature.
“Process Street’s simple conditional logic makes setting up [conditional] rules almost full proof.
These rules allow for many variables and have different dependencies based on the form field
type, and make it possible for us to show or hide content depending on what values the user
may enter in the form. This ensures that our team will only see the questions and fields which
are relevant to the claim and client they’re working with. This allows for lesser frustration and
less overwhelming processes in gathering and entering data.”
Premier Claims uses Dynamic Role Assignments and Due Dates to work
better as a team
“Because we have so many different individual salespeople, we prefer the ability to design tasks
and content based on entered email addresses, rather than always assigning specific users.”
Role Assignments mean tasks can be dynamically assigned to different users on a team. One
way of doing this is by using a user’s inputted email address for each workflow run. The true
power of Process Street’s Role Assignments feature is, however, not realized until it’s coupled
with our Dynamic Due Dates feature. This feature notifies team members of their upcoming
deadlines.
“Additionally, the dynamically assigned due dates are based on a variety of options that allow
us to ensure our teams stay on track and receive reminders to meet their deadlines.”
Premier Claims uses Automation and Integration features to speed up the
new claim and client intake process
3. 3/4
Premier Claims have utilized Salesforce and DocuSign integrations. As Premier Claims says,
these are…
“…seamless and user friendly to set up when connecting the platforms.”
Premier Claims uses Process Steet’s Integration/Automation feature to:
Pull data from an account in Salesforce.
Automatically create new accounts in Salesforce.
Automatically update records.
Automatically send contracts through Docusign.
The above can be done without leaving a Process Street workflow.
Premier Claims uses Run Links to operate as a remote team
Process Street’s workflow Run Links create a new workflow run when the link is clicked. This
allows Premier Claim’s teams to quickly run a workflow from anywhere using the shared link.
“We love that Process Street does not limit the number of variables that we can build in our run
link.”
Premier Claims quickly handles new clients and claims without
compromising error with Process Street
Source
By taking advantage of these four Process Street functions (+ more), Premier Claims has
been able to make the Claim and Client intake process accessible to teams, from anywhere.
4. 4/4
Once more, with automation and redirect integration from Process Street to Salesforce and
Docusign, the process of creating accounts, contracts, and new opportunities within
Salesforce is a lot quicker without compromising accuracy.
“We automatically have the information in what correct fields, file uploads are available and
links for our internal teams to document, and then we let our automation in Salesforce do the
rest.”