Digital productivity tools for loss adjusters

This is a typical PortalCMS project for a loss adjusters company:

• Approximately 15 employees
• one-time budget maximum € 10K
• annual budget approximately € 3K

Available software and hardware

• Office 365 (Word, Excel and Outlook)
• File storage (network shares on locally running Windows server and Onedrive storage)
• PCs, laptops, Apple and Android smartphones

Important requirements

• Secure storage and synchronization of files in accordance with GDPR
• A role-specific and intuitive user interface
• Employees are given access to all files
• Freelance experts only get access to assigned files
• Customers receive reading rights in their own files
• Access to relevant data from PC, laptop and smartphone
• Management gets real-time insight into key figures
• Social intranet with knowledge base
• Clear low costs

In this case, we provided the following combination of software components:

• Office 365, Sharepoint online and Onedrive
• PortalCMS with role-specific interface for web and mobile app
• PortalCMS modules file management, relationship management, Onedrive synchronization, e-mail processing, time registration, knowledge base and reporting.

In the video below you can see what the above solution looks like.