Customer Service Management

Learn about elevating from case management to customer service management and the impact service management can have on your team and business

Enterprise Service Management

Read our blog posts, case studies, and more focused on centralizing internal service operations and the efficiency that comes with ESM.

Service Request Software for Efficient Finance and Legal Operations

Empower your finance and legal departments with the transformative capabilities of service management.

Experience the future of finance and legal operations today.

The world’s fastest growing companies rely on Vivantio to streamline legal and finance workflows.

Empower Your Team

Service management empowers legal and finance teams by streamlining workflows, automating repetitive tasks, centralizing documentation, and surfacing key insights about compliance and performance.

Streamline Requests

Streamlines the request intake process with categorization and prioritization that enables efficient tracking and resolution of requests, resulting in improved productivity and timely response.

Automate Workflows

Route requests to appropriate teams or individuals, enforcing approval workflows, and automating routine tasks. Improves operational efficiency, minimizes errors, and ensures compliance with established procedures.

Track Compliance

Provide a structured framework to manage and track compliance-related tasks, deadlines, and documentation. Ensure adherence to regulations, simplifying audit processes, and mitigating compliance risks.

Centralize Critical Information

Centralize access to information, version control, and searchability, improving collaboration and reducing time spent searching for relevant documents.

Identify Bottlenecks

Track key performance metrics, analyze trends, and generate reports on request volumes, response times, and process efficiency.

Visibility Across Systems

Integrate with other systems by finance and legal departments, such as financial management software, contract management systems, or e-discovery platforms.

Why Service Optimization has Become a Leading Indicator of B2B Dominance.

Leveraging breakthrough service to transform your B2B enterprise has become an essential competency—with measurable benefits across all aspects of your business. Businesses that adopt a customer-centric strategy and increase customer retention by just 5% can increase profits from 25-95%.

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Finance & Legal Service Management

Improve efficiency and reporting in finance and legal operations.

The Vivantio Platform is fast to deploy and easy to use. Simplify and expedite finance and legal processes, from invoice processing to contract reviews and regulatory compliance.

Simple and Fast to Deploy

Our dedicated team of customer service specialists will help you get your team up and running quickly and effortlessly.

Integrate Seamlessly

We have all the tools needed to integrate with other critical financial or contract management applications.

Simple Configuration

Our no-code, easy configuration puts you and your team in control. No need to call IT whenever you need to make a change.

Keep Data Safe

Our roles and permissions configuration ensures your data stays hidden and safe and that controls can lock down processes for users and employees.

Ease of Use

The Vivantio platform is intuitive and easy to use which means your team will be up and running quicky.

Future Ready

Start small and grow as you go, by turning on features as you scale.

Finance & Legal Service Management

Improve the Company Experience

Adopting service management best practices in Finance and Legal give your teams the tools to do more, be in control and improve services delivery.

Employee Portals

Allow employees to submit service requests, monitor open requests and build service catalogs to capture relevant information to support the request.

Manage and Track Aprovals

Create automated change workflows to request approvals from teams or individuals, enforcing compliance with detailed audit trails.

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Knowledge Management

Create a central library of documentation, help and advice for employees. Store company templates, reference materials and contracts

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Manage Workload

Categorize and prioritize service requests, organize them into workspaces so that you stay focused on the requests that are the more pressing.

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Collaborate Across the Org

Automated notifications and alerts keep employees informed about the progress of their requests, ensuring that they are aware of any updates or actions required.

Operational Service Levels

Create and track Operational Level Agreements (OLAs) so that service requests are completed within agreed timescales. Escalate and trigger events for breaching OLAs.

How Self-Service Portals Improve Employee Experience

67% of customers prefer to use self-help rather than relying on speaking with a company representative.

Learn how self-service portals play a key role in the employee service experience.

American Enterprise Utilizes Vivantio ITSM Tool Across Multiple Service Teams

American Enterprise originally only considered implementing Vivantio for its IT department, but then quickly realized it could utilize the platform across multiple departments, including HR for employee form submissions; Facilities for shipping requests; Marketing for compliance approvals; and Legal for contracts, security and privacy reports, and legal research requests.

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