A clear, easy, and essential tool for our business
Use Cases and Deployment Scope
Node.io by Sugar has been a huge asset to our company over the last year, especially in the changes to our industry during the pandemic. Sugar's archiving capabilities are a massive benefit to myself and other employees who work with huge amounts of client data in the complex field of tax assistance and financing. The ability to quickly recall and transfer client data between departments, including tax forms, addresses, spouse and dependent information, ID docs like passports and birth certificates, and even personal notes, allow all of us to remain on the same page as we provide tailor-made tax assistance to all of our clients across the globe.
Pros
- Recalls data quickly and efficiently
- Allows data to be easily transferred between employees and departments
- Clear signaling of the client's case status and preferences for service
Cons
- More focus on the display of scanned documents
- Easier recall and presentation of scanned documents
- Lag times between entering an Action and seeing it appear
Likelihood to Recommend
Earlier this week, we had a mishap where a client's birth certificate went missing while being transferred between departments. This could have been disastrous for both our employees and the client, but Sugar allowed for quick detective work that let us track the document's passage between specific employees, and the item was located and returned!