Adopting the Credit Request Workflows 

 Working with WorldView to implement their CR Workflows solution for businesses, Capital Forest found themselves able to streamline the implementation and sharing of procedures and policies through a standardized process that they can recreate as necessary. 

Combined with the digitization of their documents and customer relations, Capital Forest now has a 'paper trail' for each customer and client to help better track and manage returns. That way, if a return was initiated, they’d be able to immediately know the why, where, when, and how, directly from their own records rather than attempting to interview and investigate individual cases. 

Another benefit Capital Forest found in implementing the CR Workflow is regulation and policy compliance. Going through older documents, they found that they were handling more returns than they first realized. That’s because they were receiving returns usually over a year after the initial order. 

With the full implementation and integration of the CR Workflows solutions, they’re now able to track returns a lot better and link the appropriate paperwork even from years before. 

CR Workflows can also be extended to customer relations. Information and data implemented by customers via contact forms can be automatically included in the Agility database and used in future relations with the customers such as sales, accounting, or returns. 

Benefits of using WorldView’s CR Workflows included: 

• Direct data capturing 
• Clarity and transparency in customer communications 
• Reduction in human error and miscalculations 
• Real-time notifications and communications 
• Delivery of complete audit histories 

The Inclusion of Accounting and Sales Departments 

Going forwards, Capital Forest’s accounting departments started using WorldView for all document management and digitization. 

Even for more complex workflow, WorldView was the only suitable document management tool that supports both the indexing and storage of documents, which they can log in to approve and complete the various proposed workflows. 

The sales representatives at Capital Forest also started using Credit Request Forms when up-selling and establishing a relationship with prospective clients and customers. This is thanks to the CR Workflow’s ability to pull information straight from Agility through its linked API. Now, they only need to type in the sales order number to access all the clients and their orders' information within seconds. 

“The simplicity is spot on, it’s exactly what we needed. It functions great and does exactly what was promised. It’s great that it’s simple.” 

Future Plans  

 Capital Forest is looking forward to the implementation of an automatic credit memo in the Agility workflow they already have integrated with the logistics, accounting, and communications system. 

Credit Memo with WorldView 

As of 2022, WorldView is working on the credit memo capability in order to help its client with saving even more time and effort for their accounting teams. This is particularly important as other departments begin adopting automation at an accelerated rate. 

Going Forward 

Capital Forest believes automation to be the way to go forwards and into the future. WorldView will continue to innovate when it comes to management solutions for businesses in the manufacturing, healthcare, financial, legal, and education sectors.