As we have stated previously…the “SOC 2 Type II Certification” of your case management operating system is often a decision variable in RFP proposals…and sometimes a pre-requisite to even bid. More and more, prospective clients, particularly larger ones such as Insurance Companies, look for this designation as assurance that their important and confidential data, as […]
What does it mean when a SaaS provider such as CROSStrax™ possesses SOC 2 Type II certification? It means that the SaaS provider has… had a CPA firm, with specific domain expertise in this area, put the SaaS platform through a comprehensive array of testing in areas such as security, availability, confidentiality, system integrity and […]
We had the pleasure of sitting down with Matt Spaier of the PI Perspectives Podcast. We discussed the challenges investigators face both in business and managing cases along with many of the features that help investigators of all specialties. A great experience and a valuable resource for all investigators. Click here to listen to the […]
…….and what that means for our customers! CROSStrax truly aspires to provide best in class services in all of our functionality and offerings. The goal is to provide our customers with the advantages and tools to compete as effectively as possible in the marketplace. This is why it is with great pride that we have […]
True businessmen / business women keep a watchful eye on costs. A business that cavalierly spends money frivolously will not be around very long. However, smart business persons also invest in their future. They ensure they have proper controls. They work to operate efficiently. They manage risk. They impress clients with the quality and professionalism […]
The efficient usage of your time in business is important but so of course are sales leads and closing those leads. A few quick thoughts…. Target Selection – when choosing sales targets, consider incorporating the following into the decision process if you do not already… Likelihood of success versus the sales time and costs that […]
Theoretically there are of course an almost infinite number of potential engagement opportunities for a firm offering investigation / risk management services. In practice however, as you know of course, new business needs to be profitable, match your strengths, sourced cost effectively and without the commitment of an inordinate amount of time invested into the […]
“Exception Management” is the bane of any high volume or process driven business. For example, ask any bank, manufacturing organization, mortgage originator, retailer or home builder….managing exceptions and errors in any process is disproportionately costly, time consuming and offers exposure to their reputations. Sometimes even to their businesses themselves. It also is very distracting to […]
On top of some of the obvious elements key to your investigative business, i.e. the appropriate licensing, the legal structure decided upon (LLC, S-Corp, Partnership or other), the location, etc. ….as a reminder (and if you have not done so already), you may want to also consider the following… Determine the markets you are serving […]
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