Track and answer requests, and coordinate team collaboration with a centralized hub for all tasks and project work. Create custom forms for purchase orders, invoice matching and assign workflows with integration to back-end systems. Create budget requests and requisition forms with escalations and dynamic fields – all without any coding or scripting.
Finance teams are often trying to manage many moving parts across the entire company including purchase orders, inventory, general information requests, budget approvals, requisitions and invoice payments – it can be a lot to track with many different hands in the pot. Keep track of it all in one place using custom workspaces and dashboards.
In finance, you may field purchase order requests and then match the invoices to each PO later. To help with this, you can create custom forms with dynamic fields that automatically populate or format the end-user inputs and automatically route them to the appropriate approver. Later you can attach invoices for payments. Improve employee interactions and teamwork.
Your ESM solution should become a hub where all end-users go for support. You’ll likely also want the platform to integrate with backend financial or ERP systems. With an underlying integration and automation layer, you can give your end-users a centralized portal with all of the custom forms and fields, integrated back into your own systems of record.
Create custom workspaces for finance with a view into all requests, inquiries, PO activity, document review cycles, project requests, timelines and more. Leverage a single portal for employees with custom forms and workflows, distribute documents and integrate with back-end systems. With a centralized finance hub, you can improve cross-functional interactions.
Deborah Rojas
Chief Information Officer
Charter Oak Financial
Create a personalized experience through system integration, custom forms and workflow automation to take action.
Manage everything from requests for contract review to more complicated compliance reporting with workflows.
Deploy a single employee hub with easy access to all key information. Create request forms with automation.
Use custom forms, fields and workflows to create a marketing request hub. Leverage PPM for project tracking in one place.
Connect to enterprise systems via a central integration hub. Build out workflows and automation without coding.
Serve your customers via multi-channel conversational AI – improve interpretation, pair answers and take action.
Unlock the power of seamless service delivery, intelligent AI solutions and automated efficiency. Take your enterprise to new heights with TeamDynamix.
