PowerPoint Presentation

iQor Transportation ServicesSynergy Workstation

The Need For TechnologyERP Systems can require millions in initial investment, and millions more in customization to come close to the functional requirements necessary to establish best-in-class processes

Basic collection-specific functionality doesnt exist in even some of the more complete ERP platforms

Key processes within the order-to-cash cycles are often in competition for limited available capital investment

Technology enables us to do more with less, due to the efficiencies that are often available across departments

Enter Synergy!Workflow ManagementCase ManagementTask ManagementReportingSynergy is a web-based receivable management platform, tailored to support collection activity specifically within the commercial collections environment

The system can be applied to a variety of billing channels including: TransportationDistribution and RetailProgress and Installment BillingLeasing and Contractual BillingProducts and ServicesSynergy seamlessly blends automated and manual work efforts to reduce collection costs and maximize collector coverage

Modular in design, Synergy is built upon four key pillars:

Synergy FeaturesContains dozens of unique data elements upon which tobuild customized, customer-specific collector work queues and reports

Takes a multi-dimensional approach to collections, supporting workflow at the parent, account, invoice and/or case level

Facilitates workflow segmentation across multiple criteria

Supports customizable Root Cause indicators and robust Family Tree linkage

Unparalleled reporting and querying capability

Integrates with predictive dialing systems and automated lettering programs

Workflow ManagementWorkflow Management - a data-driven approach to collections

Through Synergys Queue Builder, create and implementmultiple collection strategies simultaneously targeting areassuch as:

Seasonal or fiscal cyclesQuarterly or year-end clean upHigh value or newly-acquired customersSegment portfolios based on risk, balance, geography, credit exposure or criteria unique to your business

Build portfolios at the account, invoice or dispute level adding both depth and breadth to the collection effort

Integrate audit tools to ensure accountability across the collection function

Case ManagementCase Management - All line items are not alike!

Dispute management is a critical, and often overlooked, component of the collection process

Using Synergys Case Management functionality, invoice-level disputes can be segregated and investigated separately, while collection of uncontested invoices continues unabated

With Case-level reporting, track and monitor every Case down to the department and/or individual responsible for its resolution (e.g., Tax Department, Sales, Customer Care, etc.)

Synergys Root Cause Analysis categorizes and presents common issues and reasons for non-payment, giving you insight into upstream processes that may be affecting your customers ability to pay

Task Management Task Management - Administrative tasks should be an integral part of your workflow!

Fulfilling a customers invoice or other documentation request is often all that is standing between you and receipt of payment

With Synergys Task Management module, create work queues specifically tailored to meet the demands of the back office

With Task-level reporting, track and monitor administrative tasks from assignment through to completion

Reporting Reporting - Business intelligence at your fingertips!

Get real-time access to over 130 standard reports including:

Synergy report data can be exported to Excel for additional analysis and graphical displayAgingCredits and OffsetsCase-Level DisputesRoot Cause AnalysisDays Dispute OutstandingQueue-Level AgingAgent Activity

The ProblemHear What Our Customers Say!My Over 60 continues to grow, butI dont know why!

My workflow consists entirely of Excel worksheets, making workflow planning a nightmare!

Preparing an Aging Report can be a nightmare!

I struggle to get the data I need to comply with my states escheatment requirementsSynergys Solution

Root Cause reporting can pinpoint where your Over 60 resides

Synergys Queue Builder can build, manage and monitor work queues customized to your agents skill sets

With Synergy, preparing an Aging Report is as simple as Point and Click

Build Escheatment strategies easily using Queue Builder and Synergys Credits and Offset reports

Want to See More?Ask Rich and Tim to show you Synergy in action!

iQor Transportation ServicesSynergy Workstation

The Need For TechnologyERP Systems can require millions in initial investment, and millions more in customization to come close to the functional requirements necessary to establish best-in-class processes

Basic collection-specific functionality doesnt exist in even some of the more complete ERP platforms

Key processes within the order-to-cash cycles are often in competition for limited available capital investment

Technology enables us to do more with less, due to the efficiencies that are often available across departments

Enter Synergy!Workflow ManagementCase ManagementTask ManagementReportingSynergy is a web-based receivable management platform, tailored to support collection activity specifically within the commercial collections environment

The system can be applied to a variety of billing channels including: TransportationDistribution and RetailProgress and Installment BillingLeasing and Contractual BillingProducts and ServicesSynergy seamlessly blends automated and manual work efforts to reduce collection costs and maximize collector coverage

Modular in design, Synergy is built upon four key pillars:

Synergy FeaturesContains dozens of unique data elements upon which tobuild customized, customer-specific collector work queues and reports

Takes a multi-dimensional approach to collections, supporting workflow at the parent, account, invoice and/or case level

Facilitates workflow segmentation across multiple criteria

Supports customizable Root Cause indicators and robust Family Tree linkage

Unparalleled reporting and querying capability

Integrates with predictive dialing systems and automated lettering programs

Workflow ManagementWorkflow Management - a data-driven approach to collections

Through Synergys Queue Builder, create and implementmultiple collection strategies simultaneously targeting areassuch as:

Seasonal or fiscal cyclesQuarterly or year-end clean upHigh value or newly-acquired customersSegment portfolios based on risk, balance, geography, credit exposure or criteria unique to your business

Build portfolios at the account, invoice or dispute level adding both depth and breadth to the collection effort

Integrate audit tools to ensure accountability across the collection function

Case ManagementCase Management - All line items are not alike!

Dispute management is a critical, and often overlooked, component of the collection process

Using Synergys Case Management functionality, invoice-level disputes can be segregated and investigated separately, while collection of uncontested invoices continues unabated

With Case-level reporting, track and monitor every Case down to the department and/or individual responsible for its resolution (e.g., Tax Department, Sales, Customer Care, etc.)

Synergys Root Cause Analysis categorizes and presents common issues and reasons for non-payment, giving you insight into upstream processes that may be affecting your customers ability to pay

Task Management Task Management - Administrative tasks should be an integral part of your workflow!

Fulfilling a customers invoice or other documentation request is often all that is standing between you and receipt of payment

With Synergys Task Management module, create work queues specifically tailored to meet the demands of the back office

With Task-level reporting, track and monitor administrative tasks from assignment through to completion

Reporting Reporting - Business intelligence at your fingertips!

Get real-time access to over 130 standard reports including:

Synergy report data can be exported to Excel for additional analysis and graphical displayAgingCredits and OffsetsCase-Level DisputesRoot Cause AnalysisDays Dispute OutstandingQueue-Level AgingAgent Activity

The ProblemHear What Our Customers Say!My Over 60 continues to grow, butI dont know why!

My workflow consists entirely of Excel worksheets, making workflow planning a nightmare!

Preparing an Aging Report can be a nightmare!

I struggle to get the data I need to comply with my states escheatment requirementsSynergys Solution

Root Cause reporting can pinpoint where your Over 60 resides

Synergys Queue Builder can build, manage and monitor work queues customized to your agents skill sets

With Synergy, preparing an Aging Report is as simple as Point and Click

Build Escheatment strategies easily using Queue Builder and Synergys Credits and Offset reports

Want to See More?Ask Rich and Tim to show you Synergy in action!