Mobilise your back-office systems and liberate your whole organisation through agile working.

Key Features

Mobilises any system to IOS, Android mobile and Windows tablet devices

Supports online and offline working

Staff app contains several modules including Form creation, Video, Image and audio capture, Network Share plus set Data-driven tasks.

Integrates to your Castleton or third-party CRM system

Integration to Castleton EDRM – so staff can search and file documents remotely

Access to SharePoint, so internal document libraries are accessible in the field

Customer app available to encourage self-service, such as paying rent, logging repairs and viewing statements.

Real-time view and update of information

Overview

Agile is a revolutionary way of working, developed to allow your customer facing teams to work remotely, whilst having access to all the information in your existing back-office systems. Your teams can complete field-based tasks in real time and securely connect to the office without the need for any 3rd party software.

The Agile Staff Application will allow you to mobilise ANY system to a tablet or smart phone. The solution supports on-line and off-line working and will provide your field-based teams with all of the information they need at their fingertips.

The Agile Customer App allows you to empower customers by providing instant self-service access to information via IOS, Android and Windows tablets, and smart phones.

The solution encourages self-service, providing an efficient and instant communication channel for customers to engage with your organisation.

Agile

Discover a new way of working - collaborative, flexible and empowering.

Key Benefits

Mobility - any back-office system is accessible in the field

Integration - via web-services, API’s or use of MacroBots that will call your business system, open the relevant module and enter the data directly into the system interface/s.

Flexibility - secure transport layer that will allow you to deliver information to IOS, Android and Windows Mobile devices

Security - data is safe and secure thanks to 256-bit encryption

Efficiency - teams work effectively and efficiently without having to travel to and from your offices to update information

Service delivery - provision of a full real time service for your customers through one single device.

Simplicity - User friendly and highly intuitive applications, built on platforms native to your devices.

Customer app functionality

View Full account history including charges and statements, saving on printing costs for your organisation. Customers can additionally see who their assigned housing officer is, repairs history and make changes to their details e.g. their contact number.

Payments Link into any of your payment gateways i.e. Allpay or Worldpay.

Interact When used in conjunction with the form module, customer-facing forms can be published for a range of services. On completion, tasks can be automated to trigger workflows, send email notifications or raise cases seamlessly. The same forms can also be published to your web portal and/or customer contact teams, providing a secure and easy way to deliver consistent service.

Your organisation will see a reduction in costs associated with traditional customer service channels such as dealing with customer calls and postal queries etc.

Staff app functionality

EDRM Search and file all your documents securely and transfer audio, video, documents and images directly to the device. Thumbnails, swipe and pinch to zoom are all standard features.

Forms Create any type of form using simple ‘drag & drop’ technology. Completed forms can be linked to a single or a series of ‘end-points’ that will trigger workflows, raise cases, update data and send email alerts.

Network Shares The Staff app can provide secure access to any network shares that the user can access whilst they are in the office allowing instant and secure access to policy and procedure documents or other useful information whilst working remotely.

Photo and video captureAttach photo, audio and videos to documents whilst out in the field. All captured media is geo-tagged & time stamped so you can see when and where it was taken. You can edit, highlight and annotate for greater clarity.

CRM Rent, repairs, vulnerabilities, service charges, documents, diary notes and contact history about your customers can be accessed remotely. You can take payments and complete service requests safely and securely.

Data Driven Tasks For example if tenants rent balance exceeds a certain level, Agile will send the “task” out to the relevant Housing Officer. Using the Agile appointments plugin, it is now possible to create “tasks” for officers directly from Outlook.

How Agile works Agile Castleton.DIGITAL AICommunications Manager

Agile

Agile Customer app

Your back-office systems Web Services

Housing, Finance, EDRM, CRM, ASB, Complaints,

Reporting, Assets

• EDRM• SharePoint• Forms• Network Shares• Photo & Video capture• CRM• Data-driven tasks

• Log a repair • Pay rent• View statements• Compliment or make a

complaint

• Report / evidence ASB • Access contact information

or social media • Receive push notifications

Data Warehouse

Centralised information from back office systems

Agile Staff app

Software Solutions:0845 241 0220

Cloud & Core Services:0845 643 0642

info@castletonplc.com www.castletonplc.com

Castleton Technology pave the way for delivering the most comprehensive set of technology solutions and services, in an integrated way to support every aspect of your organisation’s needs. Contact Castleton for further information about our truly integrated solutions offering.

Agile 5.0 Our upcoming release, Agile 5.0 is a complete reinvention of Castleton’s Agile solution. It is more flexible and configurable, using the latest development technology. Agile 5.0 offers additional specific task functionality including dedicated task screen and custom actions and workflow. The solution is also enhanced by a new browser based front-end.

Agile 5.0 will provide improved usability and flexibility for your staff and customers with better app and portal performance, increased speed of development, reduced support issues and lower training times.

New features include:• Customisable home screens and action menus • Select from a set of widgets • Re-order items for ease and speed • Only display options relevant to you• Easier access to search and offline options • Screens designed specifically for your purpose • Create mandatory & optional forms • Form pack priorities and blocking forms

Agile