Ensure consistency and accuracy in the way staff work. And access performance data to help manage your SMSF business
superMate is delivered with an extensive set of pre-defined workflows which ensures that all staff perform each SMSF process consistently.
Workflows prompt staff through each task, automatically showing the correct screen required to process the task for each step in the process. No more wondering what the next step is and even new staff can be efficient from the first task they begin. And if certain steps are not actually processed in the system, for example a request for a legal document from a client, they too are defined and tracked.
In this way, the knowledge and expertise of the most experienced staff, and the way they do their work, can be captured in a workflow to guide newer members of the team. So rather than wasting time supervising more junior team members to make sure they do things in the right way, superMate does it for you with workflows.
superMate is delivered with over one hundred pre-defined best practice workflows which guide the user through all the steps of every SMSF process. Whether an everyday activity such as creating a new fund, processing a contribution or doing the end of year close; or less common events like a marriage split or leaving Australia permanently benefit payment. And superMate also provides an easy to use Workflow Design tool to create and tailor workflows to meet your unique business needs.
Workflows ensure every SMSF activity is processed in the same way and makes sure all the necessary steps have been completed. If a step in a process is skipped, the system records this so that the team member can come back to it later
Not only do workflows drive user behaviour to ensure consistency and accuracy, but they also capture data on the status of each job. Business owners and managers can access and analyse this invaluable data to make sure you have information with which to more effectively manage your practice’s SMSF business.