iManage & Sysero: Turning Expertise into Client Value for Professional Services
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    Title*iManage & Sysero: Turning Expertise into Client Value for Professional Services
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    DetailPosted 9 November 2022

    When it comes to creating client value in today’s professional services sector, it’s all about making knowledge work. By their very nature, professional services firms are defined by their collective expertise, experience, and ability to transform internal knowledge into actionable client insights. To drive better business outcomes for clients, today’s professional services organisations must be able to quickly and easily uncover and unlock knowledge from across the organisation.

    That’s why more than 1 million professionals around the world rely on iManage, the leading provider of work product management solutions for professional services organisations, to help them provide meaningful context around their internal knowledge, while upholding security and governance for data under their care. 

    However, the ability to manage and organise knowledge is just one part of delivering an excellent client experience. Organisations must also be able to quickly turn knowledge into client deliverables and keep abreast of critical timelines, approvals, and client feedback. That’s where integrating automated workflows into iManage can deliver a significant competitive advantage, especially when it all comes together in the cloud.

    Navigating the Move to the Cloud

    With the rise of hybrid working, more organisations are moving to the cloud to boost agility, increase productivity, and provide a more modern client experience. So, it’s no surprise that more than 75,000 iManage users across more than 700 corporate organisations have already made the move to iManage Cloud. The move to iManage Cloud comes with enhanced security practices, including a zero-trust security model for the highest protection, which in turn creates the need for iManage applications that adhere to these strict security standards. 

    Enter Sysero Workflow Automation: a no-code/low-code workflow system that seamlessly integrates with iManage Work 10 on-premises and in the cloud. 

    Making Knowledge Work Better with Workflows

    As the professional services landscape continues to evolve, organisations must adopt the right technology to drive innovation in working practices to meet (and even exceed) client expectations. When it comes to capturing, managing, and sharing knowledge, automated workflows can be leveraged in a multitude of ways to streamline processes, enhance client collaboration, and bolster security practices. 

    By combining a powerful workflow automation system like Sysero with the productivity capabilities of iManage, professional services organisations can unlock greater potential from their collective knowledge and more efficiently manage knowledge delivery. Sysero’s workflow system enables users to build, manage, and maintain critical process workflows related to cases, clients, and matters within iManage. Through its visual workflow designer, non-technical users can quickly and easily design and edit workflows to make the most of their iManage knowledge. 

    As a universal iManage application, Sysero’s workflow system enables organisations to power automated workflows for iManage either on-premise or in the cloud in three key ways:

    • Workflow Enabling iManage Documents: Select individual documents or entire folders and send them into Sysero workflows. The workflow can automatically pull in profile information from iManage and integrate additional data from accounting, CRM, and even external systems, creating a 365-degree view of the document. These documents can then be used in a variety of processes, such as invoice approval, client requests, claims management, and new client onboarding. Additionally, users can allocate and track work as documents progress through various workflows using Sysero’s dashboard facilities.

    • Template Management and Advanced Document Creation: As a new client interface, iManage Work 10 no longer supports traditional template creation methods. With Sysero, subject matter experts can create templates without the need to understand programming or Word scripting. Sysero provides a user-friendly tool that can be used to produce both simple stylised templates for letters and memos through to the advanced automation of transactional documents.

    • Pre-iManage Approvals Processes: To file documents into iManage, users need to create Workspaces and folders. However, in situations where these have not yet been created, such as in new client intake, users can collect documents and go through due diligence processes before uploading information into iManage. Workflows can also be used to create reminders and send them to internal staff and external parties for time-critical processes to prevent service-level agreements becoming breached. 

    By bringing together the productivity power of iManage with the unlimited efficiency potential of Sysero, professional services organisations can unlock smarter ways of working, and ultimately deliver service to their clients at the highest level. 

    Are you ready to unlock your organisation’s potential? Discover how your organisation can improve client value with Sysero and iManage by watching our demo here, or get in touch with our team to discuss your requirements. 

    SummaryOrganisations must also be able to quickly turn knowledge into client deliverables and keep abreast of critical timelines, approvals, and client feedback. That’s where integrating automated workflows into iManage can deliver a significant competitive advantage, especially when it all comes together in the cloud.
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