Managers & Staff


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XCM for Managers & Staff

XCM software is your workflow management system that can help you be more productive by giving you better control over your work.

Better Control over Your Work
XCM gives you instant, real-time access to the status of all your work from your customized home page, helping you more effectively manage work and ensuring nothing slips through the cracks. My View gives you a summarized view of key information pertinent to all tasks assigned to you – including account information, difficulty and priority levels, status, due dates, open points, and checklist items.

You can easily take action on the work assigned to you directly from My View, moving responsibility, posting or responding to questions, or whatever the appropriate next action is according to your established processes – without physically moving paper around your office, sending unanswered emails, or leaving messages for colleagues. Optional notifications alert you to new assignments as work is moved to you. And, because XCM is a cloud solution, you can easily access your work from a client’s office, home, or from anywhere, giving you greater flexibility in where and when you work for better balance.

Boost Productivity and Ensure Accountability
XCM software is your workflow management system by standardizing and automating processes for a more consistent and efficient workflow, empowering you and your team to work more productively. Because it automatically tracks the work as it pushes tasks through your office, XCM provides a detailed history of all tasks – who had it, in which step, when and for how long, to help assure accountability and empower you to proactively address bottlenecks before they hinder productivity.

Real-time workload balancing ensures that work is spread evenly and according to priority and difficulty level among team members. In the event of an unexpected absence or backlog, team leaders can easily make adjustments reassigning work as necessary. In this way, XCM helps you empower your team to work more productively reducing overtime and minimizing burnout. Greater employee satisfaction helps you better recruit, retain, and nurture talented staff.

Learn how the XCM workflow management system can help you:

  • Gain better control over your workload
  • Be more productive and gain better work-life balance
  • Improve accountability and visibility across a consistent, automated process
  • Empower you to run your team more effectively

Contact us today.