Sending a questionnaire to a potential immigration client, getting the questionnaire returned, updating the client’s record with the information in the questionnaire, creating and sending a client agreement, and getting that agreement signed – you probably go through this process without thinking about it. I think about it, though, because it’s my job to make it easier for immigration advisors in NZ to run their businesses.

 The business process described above is also known as a workflow. Think about how long it takes you to get through the above workflow. You can cut this down to minutes, however, with workflow automation. According to this definition, workflow automation involves increasing the “efficiency of a workflow by improving the coordination of the activities of the people involved”.

 Randall Orser, writing on LinkedIn, describes the benefits of doing this. He says it reduces inefficiency, improves communication, saves money, and improves data accuracy.

Automate Workflows with Ezymigrate

With Ezymigrate, you can automate the workflow described above using our three new conversion rate optimisation tools – Digital Questionnaire, Automatic Agreement Builder, and Digital Signature. In other words, you can now send questionnaires digitally, clients can complete them digitally, and the questionnaire automatically updates the client record. You can then automatically create a new agreement for the client, email it to them, and they can then sign and return it digitally.wwwThe benefits of automating this workflow are significant:

 ·     Faster conversions – dramatically cut the time it takes to turn a lead into a client

·     Paperless – eliminate the need to use inefficient paper-based processes

·     Increase profitability – use the time you save to grow and improve your business

 Paper questionnaires and paper client agreements are holding your business back. It’s time to make the quick and easy change to workflow automation with Ezymigrate.

Nobody likes responding to an IAA audit. It is a necessary process, but it is usually a time-consuming one – you don’t need me to tell you that. There is a better way, through – digitising file management in your business. When you do, your responses to IAA audits will be more accurate and you will save time, something which will translate to your bottom line.

Just look at this research from Xerox. It says that, on average, companies spend 10% of their revenue on document management. Take a moment to work out just how much money you might be spending.

Of course, an immigration business like yours is not an average company. You are heavily regulated, with the IAA having strict auditing, file management, and document retrieval expectations. Therefore, the percentage of revenue being spent on document management in your business could be higher than 10%.

What does a good file management system look like, though? In an article on CIO, Leo Welder says a good file management system must be secure, easy-to-use, and reliable.

A Solution Tailored for NZ Immigration Businesses

Ezymigrate is a CMS solution created for NZ immigration advisors that have powerful document management features. This includes centralised storage of documents on each case file, enabling you to retrieve everything you need for an audit at the click of a button.

Ezymigrate also delivers on the three priorities mentioned below:

● Secure – Ezymigrate resides on the Microsoft Azure platform so offers enterprise-level security

● Easy-to-use – the system is intuitive, with business processes that immigration advisors will be familiar with

● Reliable – as Ezymigrate is cloud-based, we look after maintenance and support, ensuring near-perfect uptime rates

Start saving time and money today by using Ezymigrate as your file management solution.

We are an independent team of software developers, and not associated with the IAA. However, we have developed our system with the help of NZ immigration advisers in order to understand their pain points most.

Ezymigrate has been built with the aim to solve the problems that Immigration Advisors were facing throughout their processes.