IMPROVED CUSTOMER EXPERIENCE

Empower your team with instant access to client information.

Empower your customer-facing teams with efficiency and accuracy by giving them a company-wide content search that retrieves information in seconds.

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Teams need easy access to customer information.

Invoices, service agreements, statements, and other customer documents are often stored in multiple locations. When your employees have to search through file shares, the cloud, and their personal machines to find the information they need, customer service suffers.

Customer data is buried

Up to 80% of valuable business information is hidden in files across the organization, instead of easy-to-access places like a CRM – making it harder to find, even when used regularly.

Customers expect efficiency

When customers contact your team, they expect information in seconds. Delayed responses can create frustration and put customer loyalty and happiness at risk.

Accuracy is everything

Efficiency is only useful with accuracy. Employees must be able to validate that they have the most relevant and up-to-date information for customers.

SECURE search

One search. All your content.

With Shinydocs, your users get a search panel that shows them content from common sources like SharePoint, OneDrive, OpenText, Box, Microsoft Teams, file shares, emails, and more – so they can find what they need quickly.

Contextual search

Advanced search features enable your teams to search based on file type, metadata, or the text inside a file – even if the text is in an image. Apply custom rules to give users additional context based on customer type, or anything else that helps them find content faster.

Secure information access

Shinydocs allows you to search behind the firewall, ensuring customer information is secure. Our search inherits access permissions from each of your content sources, so users can only access authorized content.

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IMPROVE PRODUCTIVITY

Retain customers while making employees
more productive.

Productive customer service reps make for happier customers.

Productive customer service

With Shinydocs, customer-facing teams can find every document related to a customer, from across the organization, in seconds. No more digging to find the right file and then searching its contents to get the information.

Increased customer loyalty

Customers rely on you for quick and accurate information. Build trust and loyalty with your customers to ensure retention and turn new customers into customers for life.

Better employee morale

Dealing with frustrated customers can take a toll. Demoralized employees are more likely to leave, which drives up retention and hiring costs. Keep your employees happy by giving them the tools to do what they love – making your customers happy.

Ready to analyze your business content?

This report offers an overview and a step-by-step guide for creating an inventory, so you can identify redundant, obsolete, and trivial (ROT) data and drive productivity.

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Frequently Asked Questions

What is information management, and how can it improve workforce productivity?

Information management is the practice of organizing, storing, and accessing data in a way that allows for quick and efficient retrieval. By implementing effective information management strategies, organizations can reduce the amount of time employees spend searching for information, enabling them to be more productive and focus on higher-value tasks.

What are some common challenges organizations face when it comes to information management?

Many organizations struggle with information overload, meaning they have too much data to effectively manage. Additionally, information may be stored across different systems or in various formats, making it difficult to access or share with others. Finally, information security is a critical concern, and companies need to ensure that their data is protected against unauthorized access or breaches.

How can a solution like Shinydocs help with information management?

Shinydocs helps organizations manage their data more efficiently. By leveraging AI and machine learning, Shinydocs can identify, analyze, and categorize data, making it easier to find and use. Additionally, the platform can help organizations automate workflows and ensure compliance with industry regulations.

Is Shinydocs easy to use, even for non-technical users?

Yes, Shinydocs is designed to be user-friendly, even for those without technical expertise. The platform features an intuitive interface that makes it easy to navigate, search for information, and automate workflows. Additionally, the solution is fully customizable, so organizations can tailor it to their specific needs and preferences.

How can I get started with using Shinydocs for my organization?

If you’re interested in implementing Shinydocs for your organization, the first step is to schedule a demo with the Shinydocs team. During the demo, a representative will show you how the platform works and answer any questions you may have. From there, you can work with the Shinydocs team to create a customized plan for your organization’s specific needs and begin the implementation process.

Book a call to discuss putting your business content to work.

Chat with one of our knowledgeable specialists who can help you get started with the right solution based on your goals.

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