Private Investigators in the news. For the wrong reasons.

Private investigators in the news is nothing new. PI’s make headlines all the time for the great work they do for families of missing people.  The work they do in the defense of innocent people unjustly charged.  The wide variety of services private investigators conduct on behalf of the individuals and businesses.
In the past two weeks, investigators are in the news for different reasons. Here are a few of the headlines:
“Private Investigator pleads guilty to conspiracy and false imprisonment…..” Click here for full story
“Already incarcerated private investigator could face new sexual assault charge” Click here for full story
“Private investigator convicted for GPS tracking” Click here for full story
“Woman sues private investigator after finding tracking device on car” Click here for full story
“Family of missing boy sues its ex-private investigator” Click here for full story
Questions:

  • Are the lawsuits simply part of today’s litigious society?
  • Are the criminal charges warranted?
  • Are some private investigators taking unnecessary chances during their investigations?
  • Is stepping over the line due in part to pressure from the client to produce results?

We pose these questions to gain insight from private investigators.  We open this discussion and welcome constructive comments from the industry.
 
Try PI Direct Link free for 30 days.  www.pidirectlink.com

5 Reasons You Need Private Investigation Software

5 Reasons You Need Private Investigation Software

CASE MANAGEMENT SOFTWARE

5 Reasons Why Your Firm Needs Private Investigation Software

Brian DeAntonio, FCLA

Brian DeAntonio, FCLA
President, CROSStrax

19 September 2016

Want to compete with the large nationwide firms? Competition in the private investigation business seems like its fiercer than it was even five or ten years ago.

You may feel a step behind larger investigation firms that use enterprise-wide technology solutions your small investigation firm can’t afford. But with private investigation software you can catch up to and compete with the “big boys.” Smaller investigation firms are just beginning to roll out third-party, cloud based private investigation software to more efficiently handle their cases and their operations.

First of all, private investigation software is designed to help you manage client information, cases, and all other related matters. It has two primary functions — to provide a simpler way to manage, protect, and share information and to track and shape your cases to make them more manageable.

The Top Five Reasons to Use Private Investigation Software

  1. Organize Active Case Files

Private investigation software helps you keep all the information about a client’s case in one convenient place. You can enter and manage case details, assignments, deadlines, contact information, notes, task lists, and more for use throughout the assignment.

  1. Manage Tasks and Deadlines

As a private investigator, working a case involves meeting many deadlines, which can be difficult, if not impossible to remember. Private investigation software enables you to manage and remember important dates. A solid software system can automatically add deadlines into your calendar, saving you the time and effort of doing so.

  1. Automated Time and Billing Entries

Many investigators write their billable time on a piece of paper and then enter it into a spreadsheet each month.  This is a cumbersome, time-consuming, and inaccurate process. Most private investigation software systems have the ability to convert a calendar event into billable time (CROSStrax does!).

  1. Access Information Remotely

Private investigation software can be accessed securely online, so you can work from anywhere you have a computer device and an Internet connection. When you need to manage your case related data from home or another remote location, simply go to the website and sign on.

  1. Media and Document Retrieval

If your PI firm is like others, you have large amounts of information stored in many places and on many clouds. With private investigation software, all of your important information can be safely stored and retrieved from one place – documents, videos, audio, and photos.

CROSStrax - Private Investigation Software

“As a private investigator, working a case involves managing tasks and meeting many deadlines, which can be difficult, if not impossible to remember.”

What feature will help you meet your business goals?

There are a variety of private investigation software options available. When you’re considering a system that will work for you, also consider what features are important to you and will meet your needs. Before deploying any software, it’s important to consider your goals and decide what features you need to meet those goals.

CMS offers a variety of solutions for:

  • Contact management
  • Report generation
  • Invoicing, managing time-sheets, and expenses
  • Case and database management

To learn more about the benefits of private investigation software, give me a call at 800.464.8819 or send me an email at brian@crosstrax.co.

Case Management Software.Can it be customized for various types of investigations?

Case Management Software.Can it be customized for various types of investigations?

The short answer is yes. Private investigators need to choose a system that is customizable and can be used with many different types of investigations. If you conduct domestic cases, missing person, locate, skip tracing, insurance claim or any other investigation, find a system that appeals to a broad audience. Just because a system has a field for insured, claim number or doctors information does not mean it is just for claims investigations. Just because the software has a place to add multiple subjects does not mean it is only for criminal cases. Case management software for private investigators needs to appeal to a wide audience in order to be effective.

A second important item to think about is the software and how it interacts with an investigator’s clients. Most software provides client access. Just because the software has the capability to allow investigator’s clients to access the system does not mean that the company administrator has to allow their clients to log into the system. In the CROSStrax software, if you do not want your client to have access, you do not have to let them know they have access. It is as simple as not notifying them. Another option is to create an “in-house” or “general client” to assign cases, such as a domestic investigations to.

There are many ways to customize software to meet the needs of any company regardless of size and including those that conduct various types of investigations. Investigation companies of all sizes can benefit from case management software regardless of the types of investigations they conduct.

Have a great day!
The CROSStrax Team.
Feel free to test drive CROSStrax case management software free for 7 days.

Private Investigator Software:  I’ve Always Done It This Way

Private Investigator Software: I’ve Always Done It This Way

“I’ve Always Done it This way.”

This could be the most well-known phrase to anyone who has ever tried to sell a product or service to anyone, regardless of the industry they are in. In the private investigation industry,  this is heard quite often from private investigators when it comes to improving business processes.

The definition of change: “the act or instance of making or becoming different”. Doesn’t every business guru tell business owners to “stand out”, “be different”, “separate your business from competitors”?

Even if something works, or is right at the time, does that make it ok?  Is that where it ends? Of course not. The business processes of private investigators should be no different. Not too long ago investigators used 8mm videotapes. They were right at the time and worked great.

What if that investigator was unwilling to change since it worked?

That investigator would be spending a lot of money on videotapes and possess a camera that records video in a lower quality. Their counterparts who prefer to advance their knowledge and change with the times are spending no money on videotapes, recording HD video, and leaving those who choose the alternative wondering why business is slow.

“The way I do it works. I do not need case management software”

The dive into the case management software pool is easily comparable. Certainly manila file folders, excel spreadsheets, homemade software, and outdated methods were right at one time and got the job done.
For today’s private investigator, case management software is advancing, readily available, and very affordable. Even for the one-man investigative agency. Try them, use them, and invest in your business. Time is money. Stop wasting it.
Try PI Direct Link free for 30 days. www.pidirectlink.com
678-620-8555

Private investigation marketing with A SECRET YOU MAY NOT KNOW | CROSStrax

Private investigation marketing with A SECRET YOU MAY NOT KNOW | CROSStrax

SALES LEADS & SOCIAL MEDIA

Private Investigation Marketing Tools

author-image

Brian DeAntonio, FCLA
President, CROSStrax

25 May 2016

We’ve all been there, the proverbial “wall” that seems to sap away all your magical creative private investigation marketing ideas. Suddenly you feel like Superman without a cape.

All you need is a little push in the right direction to get your private investigation marketing mojo back on track. And you’ve come to the right place, we’re dishin’ out three creative marketing ideas to help you rise above the plateau, generate more “qualified” leads and increase sales. Let’s get started.

Social Media Marketing

Push your handles – Twitter can be an excellent tool to get your name out there but you can’t be afraid to be a bit shameless. Will you be speaking at an industry specific event? Put your Twitter handle on each slide in the slideshow. Next order of business cards? Your Twitter handle should be front and center!

Private Investigation Marketing Twitter Handle

Get your Twitter handle to the masses.

Join in on weekly hashtag themes like #ClaimsCommunity – If you want to build your social media following, you need to be an active participant in the community. This means posting regularly, and also joining in on different, fun weekly social media traditions that already have a loyal audience.

“Leads are data that, as private investigators, we have to gather and rely on. Because leads mean money.”

Attraction Marketing

Slideshare and Webinars – The presentation slideshow is back and ready to be used. Repurpose old PowerPoint or Keynote presentations for audience-friendly Slideshare users. Host your own free webinar or partner with another business for twice the expertise (and twice the promotion power). Webinars are a great source of business leads and combine industry knowledge and private investigation marketing, providing the best of both worlds.

*** Private Investigation Marketing ***

“The trick rarely, if ever, used” – People have asked me how to get started in the investigation industry. It seems the industry itself is populated by good solid operational investigators but salesman? Not so much. Get in front of someone, an investigator could sell themselves on the spot but how do you get the leads, the names, and the emails to get the meetings or simply a quick intro email that describes you and your qualifications? Email Hunter, that’s how.

Email Hunter is a service unlike any other. If you know the domain name of the business you want to market but you need names, go to Email Hunter and set up a free account, that’s the hardest part.

Let’s take a look at the process:

After starting your free account, you can choose between plans that are free, all the way up to plans that are $399 a month. For what we’ll be doing here, free is fine.

Start by entering the domain of a client you are looking to get started with. In this example, we’ll look at Target, a good common household name.

email-hunter-domain-search

Email Hunter Domain Search.

After entering the domain name, Email Hunter searches the Internet for matching email addresses. Here we found 832 email addresses. We have the choice of viewing them, cut and pasting them, or downloading them as a CSV file (for paid accounts only).

Hunter Domain Search

Email Hunter Results Page.

We can take the search a step further by revealing some of the sources each email was found using. We took the first email and found all of the sources reporting that email address.

Hunter List

Email Hunter Source List Page.

In doing so, we found many websites using the target email address. The negative website are usually more revealing because you have people wanting to expose emails, phone numbers, addresses, etc.

Here we use a WordPress site, www.targetsucks.wordpress.com, and can now match names and telephone numbers to the email addresses of the executive-level employees at Target.

private-investigation-marketing

Email Hunter Source Page.

This last idea is an excellent way to get lists and lists of prospects from Corporate America and the Insurance Industry. Private investigation marketing isn’t easy but I’ve used this many times in the past and developed hundreds of viable leads that would have cost a fortune otherwise, and this way is more accurate and reliable.

Happy Hunting!

Testifying in a Deposition – Best Practices

Testifying in a Deposition – Best Practices

Testifying in a Deposition

A deposition is a witness’s pre-trial, out-of-court testimony taken under oath. A deposition is a part of the discovery process and, in some cases, can be used as evidence at trial. If you are being deposed, you are referred to as, the “deponent”.

Due to the very nature of the investigation business, you will likely become a deponent more often than the average person. In fact, the better of a job you do, the more you will find yourself testifying in a deposition; not always, but that’s usually the way it works out.

Once you’ve completed an investigative assignment, your final report and other evidence collected will be shown to the opposing party, usually by your client or their attorney. Typically, if deposing you is necessary, you will be summoned to the deposition by the opposing attorney.

Only an attorney can depose you, and it is suggested, if your side is represented, your attorney should be present at the deposition to ensure you only answer what is necessary. The entire deposition is preserved verbatim by a court reporter, who is present throughout the session and is, in most cases, who will swear in the deponent.

Examination Under Oath

In matters related to insurance claims, an examination under oath (EUO) is a powerful tool made available to insurers and, in some cases, when performed correctly, can also be a help to insureds. An EUO is a formal proceeding during which an insured, under oath and in the presence of a court reporter, is questioned by an insurance company representative. The difference between an EUO and a deposition is the person administering the EUO is not an attorney.

Environment of a Deposition

During a deposition, once you have been sworn in, the opposing council will begin asking you questions. Some depositions are narrowly tailored and focused on one piece of the case, other depositions can be long, even taking place on separate days, if the opposing council is looking for a complete account of your involvement in the case.

Depositions typically take place in the conference room at a law office, but can sometimes occur over the phone or via video conference. Y\In most cases, you’ll be accompanied by your client’s legal team, opposing counsel, a court reporter, and possibly a videographer.

Sticking to these 10 best practices will ensure you represent yourself well during your appearance at any deposition:

  1. Be professional – Dress appropriately as you would for a day in court. However, avoid overdressing and do not wear flashy jewelry, expensive watches, etc. This may be a turn off to those present at the deposition. Provide your client’s attorney with your résumé prior to the deposition. This will give they attorney a better idea of your character and level of expertise.
  1. Be candid, not a tour guide – “Yes” or “No” answers unless you are specifically asked to elaborate. Even when asked to elaborate, stick to the question asked and keep your answers as narrowly tailored as possible. There is no reason to assist the opposing counsel with their case. Less is more here.
  1. Beware of the pregnant pause – When training people on taking a recorded statement, one of the tools we use to elicit more involved responses, is silence. Next time you talk with someone, ask them a question and when they have answered the question, don’t respond. They will typically begin speaking again, maybe elaborating on the question because they feel you didn’t understand their original response. Don’t fill pauses or silences or attempt to fill in the blanks. It’s not your job to keep those present entertained or comfortable. Trust me, these pauses will be uncomfortable but after a few times, the opposing council will get the picture.
  1. Be prepared but not too prepared – There isn’t a need for you to supply or offer knowledge of documents unless requested in the original summons. Written reports, notes, images, and paperwork are discoverable and can be used as evidence if introduced. Review your documents prior to your deposition.
  1. Don’t be afraid to say, “I don’t know.” – If you don’t know the answer, you can’t be compelled to come up with one just because you’re in a deposition. Simply say ‘I don’t know.’ Don’t feel that just because a question is asked, you are expected to know the answer to it. If you don’t recall what is being asked about, say ‘I don’t recall.’ If you are caught lying in a deposition, you will perjure yourself under oath.
  1. Take your time and pause before each answer – It’s not a race and you will be billing your client for your time. Also, pausing before each response allows your counsel the opportunity to object to questions and it gives you a moment to think about your answer.
  1. Stick to the facts, never embellish – Always answer to the best of your ability, but only if you have firsthand knowledge. Never quote second-hand information as your testimony. You can’t give insight into someone else’s feelings or thoughts.
  1. Keep your cool – Opposing counsel will try to ruffle your feathers and may even try to bully you. Stay calm, cool and collected from the start, to finish. Ultimately, you want to portray professionalism and fairness, never show signs of anger or boredom. If you need a break, simply ask for one. Your counsel will request a five-minute recess if necessary.
  1. Avoid humor – Sarcasm, laughter, and one-liners don’t come across so well in writing. There isn’t a comedic font for the computer, so humor doesn’t come off well on written transcripts. And the obvious, it isn’t the setting for jokes.
  1. Review the deposition – Insist on a complete review of your testimony after the interview is over. You’ll want to check the court reporter’s written account for accuracy and to ensure nothing was left out or may be taken out of context.

It should go without saying, how you conduct yourself during a deposition can make or break the case. Be mindful, at all times, that your deposition is being taken to afford your opponent with legal ammunition to use against the case at trial.  Always be kind and cooperative, but always be mindful of what you utter, and do not volunteer more information than you have to. Keep in mind, you may confer with your attorney at any time during your deposition.

Thoughts?

Do you have any unique story’s regarding a deposition you were involved in? Any other tips to offer on the matter? When is the last time you found yourself testifying in a deposition?

Comment below, or feel free to share on social media.

 

Private Investigator Case Management Software is a Must

Private Investigator Case Management Software is a Must

Private Investigator Case Management Software – 10 Reasons Your Business Needs It

I’ve worked for many nationwide investigation firms in my time, and I’ll say, they do a great job of selling. Although the quality of their work may be good, or it may be bad, what I’ve found is it’s irrelevant; larger companies sell metrics and they do their selling at the tree-top level. They build highly customizable private investigator case management software that extracts the required marketing data (operational results) at the click of a mouse. 

What is CROSStrax?

CROSStrax was designed to take control of investigative agencies and is private investigator case management software and a sales CRM for the investigation industry. It was developed to solve all of the administration problems for businesses that don’t have the money to develop enterprise level software, or simply don’t want to invest their time or their funds in that direction.

CROSStrax is a cloud-based platform that supports all aspects of an investigation, from intake to invoice. You have the ability to easily track investigators, investigations, employees, documents, photos, video, data reports, Internet mining, case notes, final reports, and much more from an enterprise level cloud platform. With private investigator case management software, your investigation business becomes limitless.

Why are so many businesses, in general, moving to the cloud? It’s simple, cloud computing increases efficiency, helps improve cash flow, and offers cost and time-saving benefits, here’s ten of the best I could think of…

1. Flexibility

CROSStrax services are ideal for investigation businesses with growing or varying bandwidth demands. If your needs increase it’s easy to scale up your cloud capacity, drawing on the service’s remote servers. Likewise, if you need to scale down again, the flexibility is baked into the service. This level of agility can give businesses using cloud computing a real advantage over competitors.

2. Disaster recovery

Investigation businesses of all sizes should be investing in some type of disaster recovery, but for smaller businesses, that may lack the required resources and expertise, this is often more a luxury than a reality. CROSStrax is helping organizations buck that trend. Studies show small businesses are twice as likely as larger companies to have implemented cloud-based backup and recovery solutions that save time, avoid any large up-front investment and involve third-party expertise as part of the deal.

3. Automatic software updates

The beauty of CROSStrax is that the servers are off-premise. CROSStrax developers take care of them for you and roll out regular software updates, including security updates, so you don’t have to worry about wasting time maintaining the system yourself. Leaving you free to focus on the things that matter, like growing your business.

4. No Capital-expenditure

CROSStrax eliminates the high cost of hardware and software. You simply pay as you go and enjoy a subscription-based model that’s just smart and easy on the cash-flow. Add to that the ease of setup and management and suddenly your massive IT situation looks at lot friendlier.

5. Increased collaboration

When your teams can access, edit and share documents anytime, from anywhere, they’re able to do more together and do it better. CROSStrax workflow helps your team make updates in real time and gives your team full visibility of their collaborations. Genius, right?

6. Work from anywhere

With CROSStrax, if you’ve got an Internet connection you can be at work. Pretty simple and great for your traveling sales staff.

7. Document control

The more employees and partners collaborate on documents, the greater the need for watertight document control. Before CROSStrax, investigators had to send files back and forth as email attachments to be worked on.

When you make the move to CROSStrax, all files are stored centrally and everyone sees one version of everything. Greater visibility means improved collaboration, which ultimately means better work and a healthier, more compliant, bottom line. If you’re still relying on the old way, it could be time to try something a little more streamlined.

8. Security

Lost laptops are a billion-dollar business problem and potentially the greater loss of an expensive computer is the loss of the sensitive data inside it. CROSStraxgives you greater security when this happens. Because your data is stored securely in the cloud, you can access it no matter what happens to your machine.

9. Competitiveness

Wish there was a simple step you could take to become more competitive? Moving to CROSStrax gives access to enterprise-class technology, for everyone. It also allows smaller investigation businesses to appear more professional and act faster than big, established competitors. Pay-as-you-go service and cloud business applications mean small boutique shops can run with the big boys, and “disrupt” the market while remaining lean and nimble. Imagine David with a Goliath-sized punch.

10. Environmentally friendly

While the above points spell out the benefits of private investigator case management software for your business, moving to the cloud isn’t an entirely selfish act. The environment gets a little love too. When your cloud needs shift, your server capacity scales up and down to fit. So you only use the energy you need and you don’t leave oversized carbon footprints.

Don’t have private investigator case management software yet?

Any two to four of the above benefits would be enough to convince most businesses to move their business into the cloud. But when you add up all ten? It’s a no-brainer.

Call us at 800.464.8819 for a demo and free consultation. Need additional information, visit us on the web at www.crosstrax.co.

Are you already using a case management system? If so, what system are you using? Does it meet your needs? What are the most important elements, to you, in a great investigation case management system?

Investigative Managers:  How to get employees to embrace technology

Investigative Managers: How to get employees to embrace technology

At least once a month, an investigative managers, operations manager or other investigators in a supervisory role contact us with a similar question.
How do I get my employees to embrace the use of the case management system?
Technology and software are extremely useful in the investigative industry.  Now, lets identify exactly who we are talking about here.  Typically, the supervisor is referring to older investigators that have 20 plus years of experience and can remember when video cameras weighed over 10 pounds and used 8mm video tapes .   These investigators have tons of experience, are very good at what they do and have certain habits, processes, and are set in their ways.  And why shouldn’t they.  To be clear, there is nothing wrong with the investigators in this scenario.  Those processes have worked well and yielded positive results throughout their career.  What a lot of them fail to realize is this type of change is no different than the change they experienced when using 8mm tapes was no longer a viable option and MiniDV and digital video cameras became the norm.  Why?  Better options, better video, easier to use, more compact and the list of benefits goes on and on.
Case management and technology are no different.  Manilla file folders, spreadsheets, and homemade case management methods were good at one time, but now there are better and more efficient ways to do things.
Human beings in general do not care for change, even when that change has positive aspects.  Take a PI that has been in the game for 30 years who says I have been doing investigations just fine without using “some computer software”, there may not be much a manager can do to change their mind.  The way a manager approaches and implements the change is important.   Managers will have a hard time telling investigators the benefits of change.  The key is to show them the benefits, features, and outline exactly how the system will help them individually and the company as well.  After some period of time, the previously reluctant investigators will hopefully say “Man, John was right, this makes my job a lot easier, makes my job this or really helps me save time on this task.
The key is to develop processes and be prepared when approaching employees with new technology.  Telling them is not going to be enough.  Showing them and being clear how this helps everyone is the catalyst for success.

5 Things All Private Investigators Should Know About Case Management Systems

5 Things All Private Investigators Should Know About Case Management Systems

The CROSStrax team attends Private Investigators conferences across the country. In talking with PI’s, one of the questions asked quite often was “How do I choose a case management system?” The simple answer is to try the system out. Any system worth paying for will offer a free trial period. Use the tips below to help choose a system that is right for you and your company.
1) Mobile capabilities
One of the main benefits of a case management system is having access to your case information, photos, video, report, etc. Being able to access the information anywhere at anytime on a wide variety of devices is crucial. As we all know, it is convenient to look something up on your phone or tablet without having to drag out a laptop. Having desktop based software only allows access to investigative information when seated in front a particular computer. What happens when you are in the field or at the courthouse? Look for something that is web based and can be accessed from any computer as well as your mobile devices.
2) The Cloud
Don’t be afraid of the cloud. It is the current business model of most technology based businesses, including technologically sound case management systems for investigators. Popular software products such as Microsoft 365 and Quickbooks are moving to cloud based platforms. Anyone who uses online banking systems are utilizing cloud platforms. Online shopping retailers, email programs such as Gmail and Yahoo mail are examples of cloud computing. Online backup software such as Carbonite operate in the cloud. The cloud should be viewed as a positive. If a case management system does not operate in the cloud and is desktop based, you need to ask how old the system is. Any system worth the cost should have a cloud component.
3) Affordability
Cost is an important factor for any investigator. Look for flat rate pricing. If there are a lot of “items” listed in the pricing plan or the plan is long and complicated, buyer beware. Take into consideration the restrictions. A price can be listed at $99 per month, but additional costs can be incurred if you create too many cases, have more than 1 person logged into the system, upload a large file, create an additional report template. A $59 monthly fee can turn into well above $100. Nobody is a fan of “fees”. When you see setup fees, one-time fees, case fees, be sure you are aware of how the final price could elevate quickly.
4) Features and Tools
Good systems will save you time and in turn save you money. Investigators want to be able to save a least an hour a week on administrative tasks so the system essentially pays for itself. Business owners should want to and will receive a return on any investment. Look for items that make the job easier, save time, and cut down on time spent on reports, billing, searching for information, updating the client, and keeping up with cases and assignments.
5) Customization and Personalization
Having your own subdomain is important for personalization to your company as well as for security reasons. For example, if your login page is at XYZDetective.casesystem.com, that is a unique address for you and your users. You can place that link on your website, email signature, business card, etc. Customization is important for many reasons. The main one being one PI’s business is entirely different than the next. One may focus on domestic investigations. Another investigator may do criminal defense work. What if you are doing insurance investigations and want to decide to market and pursue legal or domestic investigations? Look for systems that allow for customization to meet the needs if your business evolves or changes in the future.
Try a case management system free for 7 days.  Visit www.crosstrax.co

Client Metrics Can Help You Sell Your Services | CROSStrax

Client Metrics Can Help You Sell Your Services | CROSStrax

Client Metrics as a Tool

The Client Metrics Module of the CROSStrax case management system provides your clients with the opportunity to better evaluate the information they are receiving from you, from a holistic perspective and on individual assignments. Any captured field, within CROSStrax, that is populated from the onset of the investigation request, through the investigative process, can be parceled out and used to run statistical reports. These reports provide your clients with quantitative insight as to the effectiveness of your results and their investigative program. Used in combination with our proprietary investigative CRM, the sky is the limit for your business.

Client metrics can be used to quantify historical data, allowing the opportunity to benchmark against periods of time, the investigator used, and even how much, multiple days of surveillance can increase the chances of a successful investigation (an increase in revenue for you immediately). Client metrics can be particularly useful to your clients when they are making decisions regarding their investigative budgets, initiatives, and what they may need to do to improve their overall investigative program to maximize ROI.

Client Metrics

Client Metrics Data

Client Metrics for Internal Evaluation

Obviously, if you are using client metrics to evaluate your performance with respect to each client, you should also be using the same metrics to evaluate the overall performance of your investigation business. The Client Metrics Module currently evaluates data from the following captured fields:

  • Service Request – (Surveillance, AOE/COE, Internet Mining)
  • Case Status – (Pending, Being Worked, Invoiced, etc.)
  • Budget – (Assigned vs. Actual)
  • Client Contact – (Requestor)
  • Time Frame
  • Company – (Specific or All)
  • Lost or Heated – (Was the investigator made or did they lose the subject)
  • Investigator – (All worked assignments)
  • Case Synopsis – (A brief summary of what the important results were on the assignment)

Metrics with Practical Knowledge

Client metrics are aggregated to be viewed as simple data, or, the data is placed into color charts for an easy visual of specific trends. When brought together, the data is extremely useful; however, what makes our system unique is the addition of the Case Synopsis Section. This section allows you to filter through the practical case data, while still having a brief understanding, in lamen terms, of the facts of the investigation. This added feature is crucial during your client meetings and will show them your unwavering commitment to customer service.

Client Metrics Bar Graph View

Bar Graph View

Ever hear this, “Listen, your video percentage is amazing and you don’t lose anyone but what about the results, are they helping our cause? What are we doing with your information?” The Case Synopsis Module provides you with detailed but short talking points on each assignment. For instance, “We completed two days of surveillance. Both days we obtained video of the subject walking without a cane and driving. The restrictions stated the subject MUST use a cane.” A home run in the eyes of the client and there was no digging through involved reports, calling investigators to get details, etc., it was right there in front of you.

How are you compiling this data now? If your not, you’re giving your competitor the upper hand. The best part of CROSStrax is it is always evolving. As you find new ways to use data, we in-turn make the changes to make your campaign successful. Accountability and responsiveness are built into our reporting process and serves to guide strategic improvements and ensures accuracy and consistency of your information.

Our Client Metrics Module is just another way we demonstrate our commitment to exceeding your expectations. For a guided demo, send us an email at info@crosstrax.co and we’ll run you through the particulars. CROSStrax is ready to change your business as you know it, are you ready for the change?

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