Operational Intelligence – on iManage
Your Path to Operational Intelligence Starts Here.
By answering the five key operational questions, you’ll unlock the power of Operational Intelligence — a more intuitive, efficient way for your team to work.
With Co-Flo, you’ll identify where you can save on costs, where you can be more efficient and where the risk is hiding in your work. It's the key to helping your team work smarter, stay ahead of challenges, and stay aligned with your business goals.
Benefits
Drive Efficiency, Meet Commitments, Reduce Risk
Drive Efficiency, Meet Commitments, Reduce Risk
Delivering on your commitments and justify the resources you need
Track progress against your commitments to ensure your team consistently meets expectations. Easily re-allocate work based on employee absence, workload imbalance or other factors. Proactively address challenges, big and small, to deliver the high-quality results that justify budgets and meet the evolving needs of the business.
Optimize Processes, Identify and Address Bottlenecks
Gain insights that improve efficiency and responsiveness. Proactively identify work that is blocked or delayed, before it becomes a problem. Modify processes and eliminate bottlenecks based on observed data. By identifying which departments generate work of what type and complexity, you can manage workloads effectively, anticipate demand, and keep your team focused on high-value, planned work instead of unplanned tasks.
Proactively Manage Risks with Actionable Insights
Stay on top of risks both tangible and intangible. Designate risk factors and measurement criteria then report, track and prioritize work based on Co-Flo enables you to prioritize critical work and allocate resources where they’re needed most, preventing small risks from escalating into costly problems and allowing your team to act with risk being top of mind.
Work smarter, not harder with Operational Intelligence
By extending and enriching iManage, the world’s leading knowledge work platform, we deliver a detailed level of Operational Intelligence with features that allow Corporate Service Teams to work Smarter, not harder.
Tailored Dashboards Linked to iManage Workspaces
Visualize your team’s workload, track utilization of outside counsel or experts, and monitor work status and emergent issues—all within a single view. Click through for deeper insights, linking directly to iManage work products or project task lists in Tracker.
Seamless iManage Integration
Co-Flo is built on the same user experience foundation as iManage so users can’t tell where one system begins and the other ends. This not only reduces user training and time to value but has also proven to increase user adoption.
Reduce manual effort with intelligent SmartForms.
Co-Flo cuts down on manual data entry by automatically applying your business rules to capture and standardize information. Data flows directly into Co-Flo Dashboards, ensuring operational reports are always accurate and consistent, without manual cleanup.
SmartForms streamline your processes by guiding users through required fields right from the start, speeding up onboarding and significantly reducing compliance risks with built-in validation and guidance.
Activity Logs for Tracking Changes
Ensure accountability and a clear record for compliance with detailed activity logs that capture every modification made to work items.
Proactive Risk Management
Stay ahead of potential issues with Co-Flo’s proactive risk management approach. Identify and track quantitative and qualitative risks early, allocate resources effectively, and ensure that high-priority work receives the attention it deserves. By addressing potential problems before they escalate, your team can mitigate risks and prevent costly setbacks.
"Need-to-Know" Security
Co Flo uses iManage Security Policy Manager (SPM) to implement “need 2 know” security. Each department decides what is shared and what is internal, and SPM manages it across iManage and Co Flo. So, you can collaborate with confidence that access on all content & dashboards being managed to your policy.
Jump start your time to value with pre-built, customizable templates
Departmental templates get you started with best practices for Legal, Compliance, Risk and HR Templates include prebuilt dashboards and metrics, common work types and metadata, and work-intake and approval workflows. Start with proven best practices and modify to fit your needs – speed time to deployment and value.
The Features That Make It Possible:
Extended Information Architecture
Co-Flo starts by enriching and extending the iManage matter-centric information architecture to enable your true organizational structure and diverse types of work product to be represented and reported on. Each level of this architecture has specific metadata so you can create rich analyses that were not previously possible. for work being done in iManage. This primarily impacts two areas:
Organizational Entity Management
Model the complexity of your real-world. Co Flo enbles you to track and report on each business unit giving you work, and what type of work, for better workload planning, delivery estimation and to identify changes and trends in your workload. Track vendors and other outside entities associated with each piece of work for vendor quality, vendor management and to reduce delivery risk — helping you drive efficiency, reduce costs, and maintain operational excellence.
Work Type Management
All work is not created equal, so why treat it as such? Define as many different work types – for example; Policy, Audit, Litigation, Transactional/ Contract, Advisory, and more - as your business requires, each with its own customized work plan / checklist (in iManage Tracker or other task systems) and internal time and cost estimates. Report more accurately on your real workload so you are not caught off-guard by spikes in some high cost/ time work, and can estimate delivery more accurately, resulting in meeting expectations.
See Co-Flo in Action
Take the First Step Toward Operational Intelligence
Ready to see where you can improve and how to do it? Let’s uncover the insights that will help your team work better and achieve more.