You can review performance of each individual collector using the collection performance report built into the system.
SSAE16 security audit reports are the collection industry standard for server and data security. These SSAE16 requirements must be met for all applications or servers storing sensitive information like Social Security Numbers and Dates of Birth.
There are no real minimum specifications for running Simplicity because it is a browser based application. The biggest single variable to how quickly your application will run will be the speed of your internet connection. Although there are no minimum specifications, the current computer specifications can be used as a guideline to ensure quality performance:
Processor – dual core @ 2.4 GHz (Core Duo Intel processor or equivalent AMD)
RAM – 4 GB
Hard Drive – 160 GB
Wireless (for laptops) – 802.11g/n (WPA2 support required)
Backup Device – External hard drive and/or DVD+/-RW drive
The software runs as a browser based application so the faster the Internet connection the better the software performance. Simplicity has been optimized to work with slower mobile connections but works best with higher Internet connections.
There is an option for you to assign clients access to view their case(s). This can be managed by you on a client to client basis.
Unfortunately this is not possible, there is no current way to sync data stored on your server with data stored in our environment in parallel. You must choose to either self-host the software or have us host and manage the data and servers in our environment for you.
If you choose to install Simplicity on your own servers, our support team will provide you with server specifications. At a minimum, Windows Server 2008 release 2 is required as an operating system.
Simplicity uses a MySQL database for reasons of flexibility, scalability, and reliability. MySQL is very light, efficient database. It will outperform most database platforms even with hundreds of thousands of cases and is a current relational database that is easy to work with and migrate. It does not get bogged down with multiple users or large amounts of data.
Yes. Simplicity allows you the ability to store as many files as you would like linked to individual case files. Most common file types are accepted (PDF, Word, Excel, JPG, BMP, etc).
As long as you have paid the license fee and are not leasing the product, you can host your database on your own servers or move them to ours at anytime. There is no additional cost for doing this.
There are no pre-filled templates currently available with SimplicityCollect. We do however allow you the capability to create and upload any number of your own custom templates to use with the system.
Under the “Tools -> Bulk Case Manager”, users can manage their collection cases in bulk. Cases can be filtered by “collector”, “client”, “update date”, and “status.” Once cases have been selected, actions such as assigning collectors, adding notes, changing the status, and generating documents in bulk can be performed by number of cases, percent of cases, or can be performed to all cases selected.
Yes! You have full control over who has access to the software. This functionality can be found under the “Settings -> Collectors/Employee” sub-menu.
Data backup is performed daily and two weeks of data backups are stored.
Piece of Cake! If your data is in an Excel or CSV format the Simplicity Case File Importer tool allows you to map data columns from your Excel file to columns in Simplicity and easily import the data. If you do not have your data in an Excel of CSV format, we will work with you on a case-by-case basis to get your data into Simplicity.
There is a wide array of legal, financial, client, trust accounting, collector performance, and quick reports built right into Simplicity. Additionally, Simplicity’s case file exporter tool allows you to extract virtually any data elements into an excel format that can then be used to create custom reports. If we don’t have it, we will see if we can make it for you.
Custom reports can be built based on client needs. If the report is similar to existing reports that we already have and won’t incur lots of programming time, we will add it for you. Reports requiring more time to develop will require additional custom work and may incur custom charges.
You bet! Our DocGen tool allows you the ability to create and upload your own custom templates right to the software. Once you have created and uploaded your templates, they can then be used to generate documentation for debtors in bulk. The Simplicity DocGen tool uses MailMerge technology. We provide you the MailMerge data source to use and video tutorials on how to create and upload your custom template documents.
If your data is in an Excel or CSV format, our support team will assist you in using the Simplicity Case File Importer tool which allows you to map data columns from your Excel file to columns in Simplicity and easily import the data. If you do not have your data in an Excel of CSV format, we will work with you on a case-by-case basis to get your data into Simplicity.
You have complete control over collector access to the system and you can restrict access when you want to.