Streamline and Standardize Business Processes in Any Industry
6 minute read
According to the American Psychological Association, 20% of adults habitually postpone tasks, which impacts their efficiency. Additionally, research by Zippia indicates that 51% of the average workday is devoted to less important activities.
A report by the international staffing company WiFiTalents states that only 23% of people use a time management system, like a task list or calendar.
In short, there’s room for improvement when it comes to task and time management for businesses of all stripes. But it’s not all bad news, because there are extremely effective, user-friendly tools to vastly improve productivity.
Hitachi Solutions Task Manager: Your Path to Efficient Business Processes
Hitachi Solutions Task Manager offers full visibility and greater control over complex processes. With customizable templates to standardize workflows and simplify the coordination and collaboration of diverse tasks, it’s an indispensable tool for businesses seeking to streamline operations. By leveraging the capabilities of Microsoft Power Platform, Dynamics 365, Outlook, SharePoint, and Teams, Task Manager ensures a cohesive platform for users to enhance productivity and efficiency.
Key Features
Easy Drag-and-Drop Scheduling: Quickly assign tasks from a calendar view, with full visibility of dates, times, and owners. Edit tasks easily by dragging and dropping to change completion dates, assign tasks, and more. Safeguards ensure that dependent tasks are automatically adjusted if one task is moved.
Accessible Task Templates: Create and access task templates easily for process management. Customize and refine these templates over time to suit your specific business processes.
Monitor Statuses in Real Time: Track progress with a real-time progress bar at the top of every task. The progress bar is color-coordinated and shows the percentage of completion, helping everyone in the organization stay aligned.
Streamlined User Experience: Designed to be simple and user-friendly, Task Manager removes barriers to ensure high adoption rates and successful onboarding.
Industry Use Cases
Our customers frequently manage hundreds of tasks related to their business processes, often without clear visibility into these activities. Task Manager can be integrated with any entity in your Power Platform or Dynamics 365 Customer Engagement environment, including opportunities, contacts, leads, cases, and more. This integration provides users with complete visibility of their processes, encompassing assigned tasks, related task management, file sharing, communication, and real-time progress tracking. This comprehensive visibility helps to avoid potential roadblocks, align teams on statuses and progress, automate reporting, and save valuable time through standardized processes.
Here are some quick use cases that touch on a variety of industries:
Financial Services
In the fast-paced Financial Services industry, efficiency and precision are paramount – especially during the Account Closure process. Task Manager offers a template-driven approach to standardize the Account Closure process, ensuring consistency while minimizing errors and bottlenecks, and ensuring thorough tracking of all closure steps. Task Manager manages hundreds of tasks efficiently, making it an ideal solution for financial institutions seeking to optimize operations without compromising functionality. Enhanced task management capabilities ensure responsibilities are clearly assigned, deadlines are met, and progress is tracked in real-time, streamlining the account closure process and boosting operational effectiveness.
Manufacturing
In the Manufacturing industry, the Warranty Claim process involves several critical steps to ensure that defective or substandard products are effectively managed and customer satisfaction is maintained. The top three hindrances in this process include inadequate documentation, verification delays, and poor communication. Task Manager’s template system allows manufacturers to standardize the warranty claim process, confirming all documentation has been received and tracked with timely verification of each step. The application’s seamless integration with Outlook, SharePoint, and Teams promotes better communication and collaboration across various departments, facilitating swift resolution of claims. Never miss a deadline and make your process more efficient by adopting Task Manager as your go-to Warranty Claims management application.
Field Service
The Vendor Onboarding process within the Field Service industry involves several key steps to ensure that new vendors are thoroughly vetted, compliant with regulations, and properly integrated into the company’s operations. This process can be time-consuming to track down and manage all necessary steps to have a vendor start work. With Task Manager, companies can streamline their vendor onboarding and standardize the process ensuring all required steps have been completed for the Vendor to start work.
Insurance
Insurance providers must comply with various regulations across many fronts. The life insurance claims process is a critical function within the insurance industry that must be executed with precision and care. Ensuring the process is done correctly is vital to providing timely financial support to beneficiaries during a period of loss, maintaining trust and transparency, and upholding the insurer’s reputation. Task Manager provides a streamlined claims process by minimizing delays, preventing fraud, and ensuring that all regulatory requirements are met, ultimately delivering on the promise made to policyholders and their loved ones.
Healthcare
Clinical Trials within the Healthcare industry are rigorous, multi-phase procedures designed to ensure the safety and efficacy of new medical treatments, devices, or interventions. From preclinical research before these trials start, to licensing the trial outcomes, and even managing the patients, this process must follow strict guidelines to ensure all compliance is met. During these trials, previous insight and sign-offs need to be quickly available as the trial proceeds. Task Manager offers a consolidated view of all tasks at hand, not just the current stage of the trial. This solution will ensure all regulatory and compliance is met and tracked and act as a check list of items that need to be completed.
Architecture, Engineering, and Construction (AEC)
When an AEC firm is making its selection for a project, it goes through a vigorous and crucial process to choose its contractors and suppliers to ensure the most suitable are selected. This comprehensive process is designed to solicit, evaluate, and then make their final selections with the goal of awarding the most qualified and competitive bidders, balancing quality, cost, and timelines. Since these firms can easily have 30 or more projects within a year, they need an efficient way to make their selections and be able to see their notes within a given view. With Task Manager, firms can create a standardized approach to this process and make their selections efficiently.
Get Started Today
Hitachi Solutions Task Manager is designed to extend the value of your business applications, leveraging decades of industry experience and technology expertise. Talk to our experts today to learn how Task Manager can help your business streamline and standardize processes across any industry.