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    Work from Anywhere Solutions

    Case Study 2 MIN
    Case Study 2 MIN

    Video Summary

    This video follows an office team using UBEO's document management solutions to keep orders moving in a remote work environment. It shows how digital order processing, virtual desktop file access, and trackable digital signatures let coworkers collaborate efficiently from anywhere, cutting the time once spent tracking down paperwork.

    Video Transcript

    Show full transcript

    Pam's coworkers can always count on her to get the ball rolling on every client order sent to the office. But these days, very few of them are actually working in the office. Fortunately, for Pam's entire team, they now use UBEO’s document management solutions to really help them make an efficient transition to the new normal of remote workplaces.

    Here's an example: Andy received a new order sent electronically by Pam, but needs an additional document to keep the process moving, so he calls her sales rep, Sally. Sally lets him know that their coworker, Jane, has the file he needs, and even though Jane's taking the day off, Andy can still access her virtual desk and quickly download the document he needs.

    Before working with UBEO, their billing manager, Kevin, would spend hours hunting down an order that would be quickly moving from desk to desk, but now he can instantly track the entire workflow electronically and easily view the status of each order. So when Kevin sees the order is ready to approve, he informs her sales manager, Holly, who can now handle it easily from wherever she is.

    After the warehouse receives the order, Darryl jumps into action and then completes the digital signature packaging slip just before handing off to Larry for delivery. An hour later and miles away, Larry delivers the package and collects the customer's signature and, thanks to UBEO’s trackable digital signage slips, Holly knows immediately once orders are delivered and gives Kevin the go ahead to invoice their client.

    Discover how UBEO can provide the workflow efficiency, speed, and transparency you'll wish you always had. Click or call to get started today.

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