Results that Speak for Themselves
Our Experience...
50% Reduction in Audit Findings
Ditch the spreadsheets. OperateX makes audit findings visible, traceable, and accountable. Auditors access everything directly in the system with real-time reporting and activity logs.
85% Reduction in Work Creation Time
Manual tasks are replaced by automated workflows triggered by business rules—no more lost requests in email. Built-in standardization means fewer incomplete submissions. Automated prioritization directs users to what matters most.
20% Improvement in Turn Around Time
Real-time SLA tracking and dashboards hold employees accountable, make due dates unavoidable, and simplify performance reviews.
60% Improvement in Quality Scores
QA is no longer an afterthought, it is built into worfklows. Automated checks and real-time dashboards identify employee specific training opportunities.
30% More Efficient Resource Allocation
Capacity planning is solved via insights into task backlogs, completion metrics, and employee specific workload hours.
20% Improved Client Service Experience
Automated workflow templates and SLA tracking eliminate service gaps and consistent, timely execution drives better client experiences.
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Testimonials
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Features
Actively evolving with a robust roadmap and regular releases.
1. Workflow Builder:
Easily define single and multi-step workflows without technical resources.
2. Workflow Automations:
Trigger workflows with time and event based rules built on your integrated data sources.
3. Centralized Work Queues:
Easily configure department specific queues. View and prioritize all cases in real-time.
4. Built-In Audit Logs:
Maintain a full audit trail for compliance and oversight.
5. Vendor Management:
Centralize vendor information, contracts, and stay ahead of renewals.
6. Audit Management:
Maintain complete audit trails, track findings, and simplify regulatory compliance.
7. Role Based Access Control:
Ensure users only access data, cases, and workflows appropriate to their role and permissions.
8. Reporting & Analytics:
Access real-time reports across teams, departments, processes, vendors, audits, and more.
Intelligent Workflows, Effortless Collaboration
Improve team efficiency with intelligent workflow that effortlessly streamline tasks, automate process steps, notify assigned team members, and deliver services with speed and quality.
Productivity Management
Easily see which team members have capacity, and who is the most productive for each task type.
Organize your work
Organize your queues and functions in a way that drives collaboration and coordination, while minimizing wait time. Nothing slows a process down more than handoffs within a disorganized, unclear process.
Highly configurable case grids, putting relevant data at your finger tips
Every team member has different preferences and needs for maximum efficiency. Our data grid puts the power in your hands.
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Show/hide any columns.
Re-order columns to meet your process needs.
Sort and filter as you see fit.
All settings retained to your profile–set it and forget it.
Audit and Exam Management
Drive accountability and ownership for audit and exam findings. Reduce the likelihood of repeat findings while driving sustainable resolution to issues.
Track all audit and exam details in one place. View issue ownership and status with ease.
Create unparalleled visibility into your control environment. Document identified findings, management responses, risk level, due dates, and status… all within a single screen
Accountability and Transparency
Simplify the resolution of issues with clear ownership, detailed information, and transparent due dates. Automated notifications make missed due dates a thing of the past.
Effortless View Into Control Environment Weaknesses
Easily view audit and exam details by function, owner, status, due date and more. Never be surprised by audit finding resolution challenges.
View by team, risk level, due date, owner, and more.
Easily see trends over time… which teams are typically challenged with meeting due dates.
Draw actionable insights with ease, driving honest and transparent communication across the organization.
Vendor and Contract Management
Simplify vendor management and oversight. Enable access to all vendor and contract details with ease, driving improved oversight and risk management of key relationships that are critical to your success.
Document all vendors and contracts in a single module, with key information at your finger tips.
Have you ever had a contract auto renew because there was no clear vendor owner?
Do you have easy access to annual spend by vendor and contract, or expiration date and risk level?
Have you ever received an audit finding due to lack of information about a critical vendor?
Greatly reduce the risk associated with vendor management by tracking key details in one place, and reporting on them with ease!
Key Details
Tracking every element of a vendor or contract can be overwhelming. We have simplified it to a point where documenting your vendors can be done in minutes, while driving accountability and ownership that last the life of a contract (and beyond).
Effortless View Into Vendor Exposure
Easily view Vendor and Contract details by risk level, location, annual spend, number of contracts, and more. Never be caught off guard by vendor issues or contract details.
View details by annual spend and risk level.
Segregate by contracts with and without auto renew.
See contract commitments by expiration date.
Drill down into further details with ease.
Reports that enable visibility and transparency across your organization
Team and Queue Performance
Dynamic view of team and colleague productivity. Easily identity areas of success, or opportunities for improvement, measured in both volume and workload hours.
Colleague and Case Statistics
Transparency into service level metrics down to team member, task, and even step within a task. Give team members and leadership full transparency to drive improved process design.
Daily Volume Statistics
Easily view daily trends across all functions, with ability to drill down to any user or case. Quickly identity volume challenges so you can adapt in real time.
Process Decomposition
Seamless view of how work flows through your processes. Easily identify bottlenecks or areas of concern due to capacity constraints or training gaps.
Integrate your data with ease, driving client focused workflow automation
Integrations are available via any data source including your Core System. If you can extract it, we can integrate it. Drive essential workflows based on data changes within your tech ecosystem.
Automate essential client follow ups based on account creation date, or maturity date, or any date.
Drive workflow processes in advance of key dates… Renewal processes automatically generated N days prior to maturity, configurable to your needs.
Data integrity issues – automatically scan for key data integrity challenges or anomalies, identifying and resolving them before any client or company impact.
Contract auto renewing in January with 90 day notice period… no worries, we have you covered. You will be notified 90 days prior to action dates to assure you navigate the renewal process with time on your side.
