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If you’re running a business that utilizes EDI, then you know that meeting deadlines is the name of the game. Whether it’s keeping track of inbound and outbound payments, trading partner exceptions, or sent and received documents—each one is time-sensitive and critical to your operation. Without the right tracking tool in place, they can all manifest themselves into major headaches and cost your business money. But luckily you have a secret weapon: Syncrofy!

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Categories:Syncrofy, EDI, Dashboards, Reports, Exceptions, Chargebacks

Syncrofy Scenarios: Customer Support

By: Teig Lynster | July 9, 2018 | Comments

In our new blog series, Syncrofy Scenarios, we look at the EDI world from a specific perspective, functional role or job title, identify common issues and use cases, and highlight how Syncrofy can help alleviate some of the stress from your day-to-day. Today we’ll be taking a look at customer support – one of the most important roles of a company.

It’s difficult to imagine a team that has a larger impact on a company’s bottom line than customer service (CS). Oftentimes, they are the first line of defense when a customer has an issue that needs resolving. These issues include billing-related inquiries, product problems, service questions, and general concerns. As a result, they are of critical importance when it comes to retention rates because they must ensure that each and every customer has an optimal experience. 

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Categories:Syncrofy, Dashboards, EDI

At CoEnterprise, our development team never stops innovating. Since the day we released of our flagship software Syncrofy, they have been constantly tweaking and improving the solution based on customer feedback. Last year, they completely overhauled the Dashboards feature to provide you with more power, flexibility, and customization. Now, we’re looking to harness that power to provide you with more value right out of the gate. 

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Categories:Syncrofy, EDI, Dashboards, Culture

Syncrofy 101: Working with Dashboards

By: Joe Mandato | February 22, 2018 | Comments

We want to make it simple for you to learn about the power of Syncrofy’s features and all the ways it can help you get the most out of your EDI data. That’s why our “Syncrofy 101” series of posts will highlight a specific task in Syncrofy and illustrate how easy it is to carry out. In this post, we’ll examine how to work with Dashboards, the different types of visuals you can build, and how to get the most out of them. 

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Categories:Syncrofy, EDI, Dashboards, Data Visualization

Syncrofy 101: Finding Your Data

By: Joe Mandato | February 1, 2018 | Comments

We want to make it simple for you to learn about the power of Syncrofy’s features and all the ways it can help you get the most out of your EDI data. That’s why our “Syncrofy 101” series of posts will highlight a specific task in Syncrofy and illustrate how easy it is to carry out. In this post, we’ll take a closer look at the different ways you can discover your documents and data and find the information you need, when you need it.

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Categories:Syncrofy, EDI, Data Retention, Dashboards, Document Search, Timeline, Notifications

The Syncrofy Challenge

By: Pasquale Gatti | January 17, 2018 | Comments

There are some companies that talk a big game when it comes to collaboration, but at CoEnterprise we “walk the walk.” That’s why last week our entire company participated in The Syncrofy Challenge. It was a fun way of allowing everyone to get their hands dirty on our flagship product, Syncrofy. It turned out to be an awesome experience and one we’ll be doing again in the near future.

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Categories:Dashboards, Events, Culture, Syncrofy, EDI

We know that catching discrepancies within your EDI data before they become major headaches is critical to the health of your business. Our “Proactive vs. Reactive” series of posts will examine how Syncrofy’s various features help you stay on top of your operation to identify data inconsistencies that may require extra attention and promote accountability within your team.  In this post, we’ll take a look at how you can use Syncrofy to stay up to date on your trading partners and gain immediate visibility into potential issues.

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Categories:Syncrofy, EDI, Notifications, Exceptions, Dashboards

It’s no secret that maintaining regulatory compliance is a top concern for firms in the financial industry. In fact, according to research, spending on regulatory technology (regtech) will grow by an average of 48% per year over the next five years, as banks seek to avoid costly regulatory fines (1). Tasks like effective record keeping, document and record retention, and analysis and reporting are so vital and any discrepancy, no matter how minor, can result in significant financial ramifications.

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Categories:Syncrofy, EDI, Dashboards, Reports, Timeline, Data Security, Compliance

We know how much your business relies on interaction with your trading partners. That’s why Syncrofy allows you to invite your partners to use Syncrofy at no charge to them, enabling you to collaborate and give them access to the features you deem necessary. By inviting your partners, you will be able to securely share information, compare data, and solve problems.

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Categories:EDI, Syncrofy, Dashboards, Exceptions, Reports, Trading Partners