Vendors keep presenting a connected system as the cure for duplicated work, and I’m not yet convinced. We have looked at lead intake, document storage, viewing calendars and progress updates; linking them could just give the team more screens to monitor.
The deciding point is the handoff. Does the next person receive the right record, supporting documents and latest version without chasing anyone? I’d be interested in integrations that have produced a clear time saving, as well as ones that failed because of weak permissions, conflicting edits or poor transfer between tools. Flood-risk information and workflows spanning several countries are particular concerns for us.
The deciding point is the handoff. Does the next person receive the right record, supporting documents and latest version without chasing anyone? I’d be interested in integrations that have produced a clear time saving, as well as ones that failed because of weak permissions, conflicting edits or poor transfer between tools. Flood-risk information and workflows spanning several countries are particular concerns for us.