Wireless Reading Devices

Is your business in need of data capture solutions? Are you aware of the existence of mobile workforce management software? Do you have a large number of your staff who are mobile? If you have answered one or more of these questions in the positive then this article may well be of benefit to you.

I run a small to medium based financial and insurance based business here in the middle of the United Kingdom. We have grown steadily over the last few years despite some, what can only be described as, challenging economic times.

More than half of our work force are sale advisers who are based in different parts of the UK. They meet clients, they complete what we call a fact find which is the current personal and financial information of the client. They then produce an initial report on the clients circumstances which will include any recommendations for the future – these may include to commence a tax efficient savings plan, to take out life assurance or to commence a pension plan to name but a few.

It was important that these sales staff could have a simple and efficient way of forwarding copies of these fact finds and reports along with any invoices that were raised back to the main head office. This is for a variety of reasons including the completion of compliance requirements which is mainly worked on by our office based clerks.

This is where data capture solutions comes into its own. We have been using this software for the past twelve months and it really is an impressive piece of kit. It has made the lives of the sales force and the admin staff that much easier.

We know often joke about how we managed to cope before we had the use of this software.