Visa consultants get their workflows back on track with visa consultant management system
About the case
The challenge: Managing chaos in workflow
Keeping track of tasks and communication felt overwhelming. These were the challenges they faced:
Remote data collection was difficult for each employee.
Delayed customer follow-ups and resolutions.
Struggles with client document organization.
No regular reports for business performance tracking.
Inefficiencies in task assignments and deadlines.
Required an effective task analysis and prioritization.
Using visa consulting workflow management
In order to their needs, we developed an immigration management system. Here's what it offered:
Role-based project assignments and tracking.
Easy scheduling, deadline setting and follow-ups.
Creation and delegation of tasks/subtasks.
Lead management for better conversions.
Notification alerts for task updates.
The measurable impact
Task prioritization and completion time reduced.
Customer issue resolution improved by 54%.
Document retrieval time reduced.
Productivity across the team increased.
Weekly performance reporting accuracy enhanced.
Project Snapshot
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Mr. Snehal Kothari
Founder & Director of OSI Study and Immigration Consultants