Quality Controllers whether Internal in an organization or those who perform External audits to their clients and checking for compliance against a competent compliance standard can leverage CodimBizz for enhancing their business delivery. In principle Quality Controllers also have the ardent task of collecting variety of artefacts to back their endorsement. CodimBizz enables Quality Controllers to create variety of Case templates, based on their focus area, use these templates at the time of performing audits including collecting & attaching artefacts as required, schedule repeating Quality compliance checks for their clients and finally process invoices for their clients.
Typically Quality Controllers will focus on one or a suite of compliance activity. A suite of Professional Services provided by Quality Controllers may be as follows, but not limited to.
- Compliance for Sites or Locations
- Compliance for Processes
- Compliance for Quality
Thus a QC firm as an example may have a Director, 2 Staff servicing 100+ clients with the above mentioned QC services, can leverage CodimBizz to manage the below business process.
Manage Client data | Using Client management module KYC details & documents about the client can be stored in the Documents section. Further past records with the QC firm or earlier QC firm of the client may be stored (in the Records section).
Manage Cases | This refers to the type of QC Services that has defined set of steps to be performed by staff when delivering the committed Services. These suite of QC Services and their associated Task breakdown may be stored as Task Templates by The Domain Admin who has permissions for the same. Once defined it can be used to be assigned as a default set of Tasks when providing Services to clients. A Service is referred as Case in CodimBizz. Cases can be assigned to operational staff by Domain Managers (who are either Director or Owner or Manager) by cloning the Task Template and then modifying if there is a need to do so. Once the Case is created it becomes available for the Domain Internal User to provide updates against the tasks of a case as part of Executing the case. They can provide Text & Document updates (QC proof artefacts) against the task performed as part of the Case. Once a case is fully completed, select Documents pertaining to the execution of Case may be uploaded to ‘Records’ as part of client KYC details.
Note 1 – All tasks do not require Review and this can be flagged in the Task Template.
Note 2 – A QC firm may have some Cases repeating regularly to ensure sustained QC compliance. In such cases, the Scheduler functionality of CodimBizz enables the automatic creation of the Case using its respective Task Template. Once scheduled, the Domain Manager can then assign it to a suitable Operational staff for execution.
Manage Settlement | A QC firm may have defined payment windows with their client. For some it may be Monthly / Periodically or Adhoc. CodimBizz supports generating of Invoice for the completed cases selected and added to the respective Invoice. Tax commitments of the QC firm can also to be incorporated as mandated by Law.
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