CCH KPI Monitoring
CCH KPI Monitoring: Client Service Package (10120317)
The document outlines a KPI Monitoring package designed to track workflow and alert both clients and internal contacts about key process stages. Key features include automated reminders for clients to submit information and approve work, tax liability notifications, and internal alerts for managers on job status and milestones. The service involves three implementation sessions, with the final one focused on refining the solution based on feedback. Access to the SQL Server hosting the software is required.