The Copact Process
Step 1 - Understanding
Copact initiates the implementation by working to understand your current processes. We will take time to understand your business goals and how your account staff works to better assess your needs and deliver the right process solutions.
Step 2 - Documentation
Copact will work closely with your management and staff to develop and document step-to-step business process manuals which will be used during training and implementation.
Step 3 - Testing
To ensure a smooth roll-out of services, all process procedures and manuals are tested thoroughly and approved by the agency to ensure the business processes are efficient and nothing no details are missed.
Step 4 - Going Live
Once the agency feels comfortable with our testing results, it’s time to go-live. The agency will be assigned a relationship manager that will monitor all processes and provide frequent updates to agency management.