The ability to change and implement a process or form has been a tremendous benefit to us. During the pandemic, this ability is invaluable as it has allowed us to become a remote team very easily. Not only are we able to access records remotely, but we're able to collect signatures and process onboarding paperwork in a virtual environment. We have recently changed our services areas, which included closing several locations while opening new locations. DocuPhase allowed me to make these changes so that our workflow was not affected by the new areas, within hours.
We initially looked at DocuPhase for document management, but that is only the tip of the iceberg. I have never seen a software with the ability to change so much, so easily. I also feel like I have friends at DocuPhase. When I have questions or need help with something, maybe just an idea about how I could approach something, I've always been able to reach someone by email or phone pretty quickly. It's not like calling into a call center, I feel like I'm calling my personal support team. If someone doesn't know an answer, they get with colleagues and get the information.
Currently, we manage all of our wireless phone lines in DocuPhase. Each of our locations are able to see in real time what phone lines are assigned to their locations. If they need to change something or order new equipment, they only need to look up the form, enter the changes they need and submit it. Not only does it notify the necessary people to make the changes or order equipment, it also retains the form in the process until the line is no longer in use. This allows us to locate phone numbers quickly, track equipment, review expense by location, retain the history of the equipment including who it's been assigned to, plus any other valuable information. Prior to DocuPhase, this was all maintained on a spreadsheet and emailed multiple times, this process design was suggested by a DocuPhase team member. We're also tracking auto insurance, company assets and contracts/leases using the same design. In creating these processes, I eliminated the need to purchase two additional tracking software. Review collected by and hosted on G2.com.
I wish there was more advanced training. The initial training is amazing and there is a lot of information. When you leave, you're ready to build the world. After a couple of years, you're kind of used to building things a certain way. As DocuPhase grows and evolves, so does their training. It's redundant to take the initial training again, but refresher or update courses would be very beneficial. Review collected by and hosted on G2.com.
