National Data Systems: Optimizing Business Processes

Charles Connors, Managing Director

In today’s competitive business environment, for any company to run successfully and scale, having some level of efficiency in its various business processes is crucial. National Data Systems, a California based company, focuses its technology solutions and services on optimizing business processes, considering it an essential ingredient for profitability and growth. Using its cloud-based technology platform businesses and law firms, are able to vastly improve their business processes in the areas such as lead management, sales processes, quoting, document management, case management and payment management and so on. “We have comprehensive and flexible set of features complemented by a sophisticated workflow engine that allows for optimization, aggregation and monitoring of any business processes specific to each of our customer’s businesses,” claims Charles Connors, Managing Director of National Data Systems.

National Data Systems offers a cloud-based platform called LeadTrac that works like an enterprise level software toolkit, capable of providing basic CRM functionality to managing high volume, complex business solutions. Combining various features like document management, data management, workflow processes, and communications suite, users can manage most of their business processes on a single platform. It also has a robust Application Programming Interface (API) capable of managing multiple data inputs from other systems. The company also provides support for managing payments for businesses using its platform called ServiceTrac. It is yet another tool that aids in managing simple to complex payment plans for businesses.

We have a comprehensive set of features combined with a sophisticated workflow engine that allows for optimization of business processes throughout an entire organization

ServiceTrac is highly customizable, easy to set up, and has the ability to automatically run payments, payment re-tries, forecasting, and through its messaging features, notify clients and users payment status or issues.

The company uses a methodology called Assess Design Implement & Manage (ADIM) which helps it understand the different needs, processes and problems of the clients. This methodology gives National Data Systems an accurate understanding of the services and operations of its customers and then enables it to quickly configure an enterprise level system that is faster and more flexible than most other platforms. The implementation part of the ADIM methodology lets the company assist its clients in managing and implementing their business processes. National Data Systems also provides ongoing administration, support and professional services to businesses and law firms along with the ability to handle the platform without their involvement.

The company possesses a great vision for growth and expansion. It aims to expand on it’s sophisticated data management solutions that can handle a multitude of enterprise level projects in various business verticals. Recent integrations and enhancements expand on telephony features, managing credit data and providing their clients with business intelligence and data visualization solutions.

A solution case is when a law firm that was managing a vast volume of personal injury cases wanted to become more efficient, streamlined and completely paperless in its environment had approached National Data Systems. Upon engagement, National Data Systems was able to diligently assess and identify all of the client’s lead management needs, data points, documents, tasks, tracking and reporting requirements that wereregularly utilized on cases and put together a coherent workflow for secure and efficient data management, tracking and reporting. This allowed the law firm to capture and manage every aspect of a case and take it to settlement or litigation on National Data Systems’ platform. Ultimately, the law firm was able to optimize its processes digitally and go completely paperless.

Most law firms struggle in the lead tracking process, so the company has made it one of their goals to help these law firms improve their intake, tracking and communication with clients, as well as other areas of their data and case management needs.