Powerful Workflow & Business Processes
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A powerful workflow & business process platform that strikes the balance between control & freedom that a professional service firm needs
No two clients or projects are the same, but without a system & processes, things can go very wrong. AffinityLive gives you a powerful, flexible & easy to use tool to bring order to chaos.
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Add some structure, but not too much
One of the challenges of growing a professional service business is striking the right balance between structure and flexibility. Without structure and business processes, your business will struggle to grow beyond the direct control of the principals. With too much structure, your staff can't deliver the intelligent, reactive and high quality service that you need to be successful.AffinityLive strikes this balance carefully, because it has been developed specifically for the professional services sector. By defining high-level structure and critical business processes, you can achieve service consistency and manage risk without constraining or holding your skilled and creative staff.
Always know where something is up to
Is it a big effort to run "work in progress" meetings and get a handle on where things are up to in your business? AffinityLive helps you to make sense of what is going on in your business, in real-time.By creating your own business processes, with critical statuses or milestones defined, you can manage sales, work, issues and more, you can always quickly and easily see where something is up to. As another benefit, when work moves between statuses, staff can be prompted to upload files, enter key information into fields or automatically send an email alert to their colleagues, keeping everyone in the loop so you always know where something is at.
Continuously improve with easy updates
The workflow and business process framework in AffinityLive is exceptionally easy to configure, modify and maintain.Think of an improvement to a business process? No problem - you can update and refine it using a couple of clicks of the mouse, no programming required.
Learn a lesson the hard way and need to put in a new step to make sure mistakes aren't repeated? Creating new alerts, reminders and business processes is a snap.
With AffinityLive you can continuously improve your business processes so quickly and easily that you can innovate without being constrained by a system.