Platform use by Function
Marketing & Sales teams
Solviti digital transformation platform provides a secure, intelligent way of tracking marketing and sales activity related to any event or follow-ups with customers – from leads to closure.
Teams can easily personalize marketing material before sending it out to customers. Brochures, datasheets and more …
Sign up NDAs and other documents with ease.
Customize your templates for sending out follow-up communication and track the workflow status for each marketing or sales lead.
Configure new templates in minutes without any IT or development involvement.
Legal teams
Create and collaborate on high volume repeatable contracts without the hassle of managing revisions via email.
Track revisions of your clauses and generate reports on clause deviations or variations within a couple of clicks.
Manage and track status of approvals and signatures as contracts move through your personalized approval workflow.
Search for clauses and interesting metadata within contracts with a couple of clicks..
Integrated secure electronic and digital signature options can ease tracking without sending the document out to other signing platforms.
HR teams
Personalize employee communication without the hassle of creating and editing documents from scratch.
Use of metadata and templates will eliminate errors and situations sharing of incorrect data.
Track employee performance and events by creating timely notifications for anniversaries and lifecycle milestones.
Manage and track all documentation related to employee hiring and subsequent contract updates in one secure document vault.
Search for clauses and interesting metadata within employee contracts with a couple of clicks to manage any risks due to deviation in contract terms.
Integrated electronic and digital signature options can ease tracking without sending the document out to other signing platforms.
IT teams
Ease of tracking assets issued to various departments and employees
Manage movement of assets between various sites and maintenance activities
Track the service maintenance contracts and license renewals for hardware and software so your investment is always protected
Report on the IT effort spent per department, manage tracking and sign off on internal projects with ease.
Platform use by Profession/Industry
Architects and Engineering Professionals
Provide quotations and invoices for your customer projects and track those along with other project documentation in one secure document vault.
Get notifications for major milestones including payment and completion status.
Ensure engineering drawings are securely stored and access is limited and tracked.
Remove any ambiguity related to your team members using the incorrect revision.
Manage documentation related to city/town licenses, approvals for your projects
Lawyers and legal agencies
Reduce errors and risk when drafting standardized agreements by using templates
Compare and contrast clauses using the platform’s powerful search capabilities
Ease into providing more secure, efficient and client-centric legal services while leveraging the expertise on how it was done before
Save on time to research and rebuild documentation when handling similar cases
Ease of collaboration on revisions with peers and team members
Insurance Agencies
Increase sales and timely renewals with reminders and notifications
Reduce time, effort and cost in handling consumer requests
Enable ease of doing business, one place to upload all documentation and information
Generate critical insights into taking actions and decisions on claims
Improve the underwriting efficiency and increase speed of signing up new clients
Reduce errors by avoiding the need to retype information between templates/documents
Manufacturing industry
Ease of converting paper based processes into digital forms.
Use QR code for automation of signatures and various task completion, project status updates.
System generated timestamps for tracking completion of events, eliminates discrepancies and audit questions!
Eliminate the need to manually enter data from paper to systems by using digital forms.