OurRecords

Outstanding customer service! This product quickly cut the time from three employees to less than 1

Commentaires : We were able to deploy a national solution for our vendor management and regulatory compliance. All paper files and excel sheets were removed instantly. Setup and support were easily done and deployed across multiple national regions. Very cost effective option that saved hours of manpower and continues to save time by monitoring compliance documents. Very well architected to meet a variety of needs and offer solutions to unique needs. It also presents a very professional front for our organization to our trade partners.

Avantages :

The ease of use for not only the company user but the public user as well. Users have picked up the use with very little to almost no follow up support needs. The architecture of the system has made its use very flexible in meeting unique or alternative uses for the software. The company has also responded quickly to resolve any issues and releases frequent enhancements that listened to customer feedback.

Inconvénients :

That more companies are not using it yet! The ability to share our networks and the ultimate vendor being able to share documents across companies is outstanding.

a great option for supplier document review/approval/update

Avantages :

As a document database system, OurRecords provide you flexible design options. also, the collected resources are visualized with 3rd party appreciation (MS Power BI) to overseeing the progress and current status. For the supplier communication, We can use the tailored email by you as requesting organization, this actually helps to encourage the participation of suppliers. Your rep also has a strong knowledge of database systems, not a usual salesperson. they will work for modification of your system by themselves.

Inconvénients :

The system is still in progress. However, this is also a good point. they reflect your suggestions of improvement right away.

Record Review

Commentaires : Overall the set up was the most time-consuming process, after that it does get a little easier. Would have liked more training offered for team members who are not as savvy with new software. A downside is that some of our vendors refuse to self-manage and can be double work requesting information and then having to upload and double check all auto-field info is correct.

Avantages :

Inbox reminders to perform credential reviews on items that have been submitted

Inconvénients :

Set up for small teams with many vendors can be a pain-staking task

Great programs for anyone that needs to keep personal information on record for compliance.

Avantages :

Our Records is safe why to email any documents that have personal information securely as required by CFPB. This works great for our company and our notaries. It will hold all our credentials in a secure location and allow us to email them to all our clients when updating our credentials. Helps to manage thousands of our vendors and all their credential and helps keep everything current and up to date.

Good

Avantages :

All of the information for each notary is in one place and can be easily found. Easy to receive new notary information when blast emails are sent out to OurRecords' network of notaries.

Inconvénients :

It is frustrating to have to go in and manually input the dates for each item when these should be done by either OurRecords or by the notary themselves. Also there is a lot of back and forth since the information submitted by the notaries is separated by the document type and not all grouped together by notary name. Input documents are unable to be sorted by either the date submitted or the notary name which makes approving a single notary very time consuming.