Worxtime, an Equifax Company, is a compliance software solution provider that helps customers comply with the Affordable Care Act regulations. Prior to adopting Bolstra, Worxtime Account Managers (and most of the organization) documented customer interactions using Trello. Adding Trello cards for every client created a veritable rolodex of cards that lacked automation or triggered activities. They had limited visibility into the work being done on each account, lacked a cohesive workflow, and needed a seamless account level view of all the pertinent information required to best serve their customers. In adopting Bolstra, Worxtime has been able to automate processes, standardize delivery, and begin to use the insights gained from the platform to balance account loads and c

Join for free to read