There are a lot of software applications out there that advertise that they help your business streamline important processes. Well I'm here to help you narrow that field down. Here are three Passageways Portal applications that your business should take a look at.
Lobby Manager - Do you have a receptionist available at each branch, available to check in customers/members? How are their needs tracked? Does anyone know how long their wait time is in the branch? Who helps the most people? Are these reports available to your branch managers or sales and service managers? If not, you should definitely take a look at Passageways' Lobby Management Solution. Our Lobby Management Application runs directly on your existing portal. It allows for a member or customer to be checked in to a queue, outlining their needs, and any other specific information regarding their visit. It then alerts all member service representatives that a customer is waiting, and allows them to serve the customers from the queue. There are lists of services that they might be inquiring about, as well as respective checklists that are associated with each and every service, to ensure that no steps are missed. The best part about this? Everything is tracked in a report. Managers can see employee activity, number of members served, average wait times, and peak times of branch traffic (which definitely helps in scheduling), as well as the number of members served in a particular time period.
Knowledge Management - Many of Passageways customers are using our Products and Services Module to organize their product and service information, such as FAQ's, policies 
and procedures, as well as documents related to certain products. But what about those items that do not fall within the category of being a product or a service? That's what our Knowledge Management Application is for. Knowledge Management will easily organize your documents, FAQs, as well as your procedures that are non-product related. It provides a great search tool that searches all fields within knowledge management, as well as through the documents themselves. AND, it links to products and services. Search for "Free Checking".... You might find links to procedures for checking products within products and services, you might find some FAQs in products and services, and you might also find an internal policy on employee checking accounts. All in one spot.
Meeting Packet Creator- Typically, the task of creating and publishing out a meeting packet can be gruesome for the lucky person who gets assigned this task. Collecting all the data and content, putting it all together, publishing the packet, printing, binding, packaging and mailing...... Ugh! With the Meeting Packet Creator Module, this process is streamlined beautifully, and eliminates the majority of those headaches! Templates of a meeting packet are created. Once the packet is started, different sections can be assigned out to those individuals responsible for populating those areas. They can then visit the portal to update their content, and once all the content is uploaded and populated, the packet can then be created into a .pdf file, sent for approval (if required) and then published out to the portal. No paper involved. Another wonderful thing about this process is that if, after publishing, there is an addendum to the packet, there is no need to print a new copy of the packet and send it. New, updated packets are published out to the same place, always ensuring that the packet information in the portal is up-to-date and accurate.
If you haven't seen all or any of these applications, you are missing out! Let your account executive know, and we'll give you a private, one-on-one tour!