Imagine with me:
A site coordinator logs into your secure portal and sees a visual snapshot – perhaps a pie chart – of her site’s current compliance with your required documents. While the pie is mostly green, she sees a small slice of yellow and a sliver of red.
She clicks on the red sliver and learns that the principal investigator’s resume was never submitted. She finds the most current copy, uploads it to the resume document record, and sees the document’s status change to “Submitted.”
Then she clicks on the slice of yellow and learns that three site essential documents are expiring within the next 30 days. She doesn’t have them all on hand, so she jots down a note to find them.
Before she logs off, she notices that the resume record’s status now reads, “Under Review.” She knows that you are taking action on her submission.
The next couple of weeks fly by. One day, she receives a push notification on her mobile phone, reminding her of the three documents that are about to expire – now in just 14 days. She finds the documents, logs into the secure portal, uploads the documents, and confirms that their statuses changed. She also notes that the red sliver is gone from the pie chart and the resume record status now reads, “Current.” She lets out a little sigh of relief.
The process we just imagined makes use of modern business process management (BPM) technology. Want to see it in action? Send us an email and we’ll show you.
