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Plumsail Documents – a good idea!

by anettes | Jun 7, 2023 | Office365/SharePoint, Organization & Processes

In many scenarios, standardized documents need to be created from business data on a regular basis. Invoices or purchase orders, for example, to name just two examples. If you want to save yourself the hassle of copying the relevant data back and forth from your...

Invoice processing in the Modern Design of SharePoint – supported by AI!

by anettes | Mar 22, 2023 | Accounting, Organization & Processes

We have already described automated invoice processing based on workflows here and here, and have also set it up for numerous customers. However, in this scenario, the invoice data such as customer number, invoice amount, etc. must be entered manually into...

Ticket system integrated into TEAMS

by anettes | Feb 12, 2022 | Complaint management, Organization & Processes, teams, Ticketsystem

Do you use Microsoft Teams in your company for communication and collaboration? Wonderful! Would you like to introduce a ticket system, for example to organize internal support better or to be able to process customer complaints better? But you fear a high...

Everything important at a glance – with an Excel dashboard for your ticket system

by anettes | Feb 12, 2022 | Organization & Processes, Professional article, Sample solutions

A ticket system can be used in a wide variety of scenarios . Of course as a classic helpdesk, but also in project management, as a tool for inventory or for complaint management. Special evaluations can be useful in each of these areas. Individual dashboards can be...

Good complaints management = customer loyalty and quality improvement

by anettes | Feb 12, 2022 | Complaint management, Organization & Processes

  Good complaints management has two goals: increasing customer satisfaction and customer loyalty on the one hand, and improving the quality of the product or service on the other. Digitizing the process makes it easier to achieve both goals:   It is made...

A helpdesk system – and much more!

by anettes | Feb 12, 2022 | Accounting, Complaint management, Organization & Processes, Supplier Management, Ticketsystem

At the end of September 2020, Locatech IT Solutions once again invited to an online seminar, this time on the topic of “Extended options for using your helpdesk”. Our team of experts, Aglika Tilev and Dirk Löhn, showed the participants how a helpdesk...
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  • Ticket creation by mail – watch out for pitfalls!
  • Archived tickets in the user portal – share the know-how with your customers!
  • Plumsail Documents – a good idea!
  • Artificial intelligence helps solve your customers’ problems
  • Microsoft Teams becomes Teams Essentials – what does this mean for your data?
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