Solutions

The Buzz

Efficient Technology made it easy for us to deploy an application that seamlessly...

Mitch Rodriguez
Fidelity Institutional Wealth Services
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We went live in May 2005, and our users couldn't imagine living without the automated...

Darren Tedesco
Commonwealth Financial Services
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Thanks to ETI we have completely automated how our advisors do business...

Brian Propes
NFP Securities, Inc.
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The processing team was excited that the forms were legible and that the print was...

Debbie Uva
LPL Securities, Inc.
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Quik! saved us many hours in manual labor by giving us the ability to systematically...

Sofia Estrada
Provise
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I just want to say THANK YOU! for designing this system. I seem to fill out forms all...

Shannon Nies
Nies Group
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Efficient Technology Inc turned what would have been a huge time consuming task into...

Linda Campbell
IPS Advisors, Inc.
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I am so excited about your solution! It has given me a competitive edge and time to...

Robert A. Grier
Benefits Advice
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We can not live without Quik! in our office. We are always filling out a form for...

Vicki Wailgum
SJI Financial Services
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Thank you for understanding the challenges we face here. It's nice to have someone...

Shannon Condra
First Allied Securities, Inc.
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The ETI Approach

  • Through a detailed process review, conducted with all key stakeholders, we identify the specific touch points that users will have as they move through the process.
  • We determine what is required to manage documents, routes, tasks, electronic signature requirements, collaboration, and users.
  • We determine what technologies will be utilized to ensure our solution integrates seamlessly into your existing business systems such as databases, archiving systems, and portals.
  • We help you define reasonable goals and expectations for a layered implementation.
  • We plot an efficient, cost-effective strategy with the necessary accountability to ensure success.
  • We're with you every step of the way from concept to implementation of your workflow automation initiative.

 

Contact Us!

Contact ETI today to learn more about how our workflow automation solutions can improve your bottom line.

Quik! Transaction Manager

Dramatically improve the way you process sales orders.

QTM Overview

Quik! Transaction Manager is a customizable platform that can be quickly configured to mirror your existing sales process and provides you with the capability to:

  • Distribute pre-filled forms packages electronically and securely to customers
  • Pre-check returned forms to prevent errors and rejections
  • Seamlessly provide an e-signature solution to send the forms out with a single click
  • Incorporate advanced reporting and tracking capability
  • Allow you to add any additional customization at any time

After a customer says "YES!", how long does it take to process their order from beginning to end? To fill out the forms? To submit them for approval? To get them signed? How many total hours of staff time are involved? How many days does it take to send paperwork around?

When you stop to think about all the forms, shipping, staff time, delays, rejections, management time, and all the other investments you realize this is costing you a fortune.

Be impressive with your first impression

Our system allows you to take a process that takes days and accomplish it within hours. You can reduce all these tasks to the click of a button. How much is that worth to you? ETI works with you to dramatically streamline the process. By carefully analyzing your process workflow, ETI can then deploy a best-practice solution that will allow improvements in management, maximum reliability, and full integration into your systems.

All of this at a cost far less than you will spend to do it yourself and in a fraction of the time. And you gain the expertise of years of practical experience with companies like yours.