A new guided tour of the Taskize platform

For anyone new or returning to the Taskize platform, here is a quick refresher – in the form of a hands-on, guided tour by our Head of Product, Kishan Bharwad. This demo was recorded live on stage at Taskize Forum 2024 in London — watch it here, on our YouTube channel, or keep reading for the key takeaways... 

The power of interoperability 

Taskize addresses the complexity of managing exceptions and queries by consolidating them into actionable work items called ‘Bubbles’. The platform then integrates with your communication channels – whether it’s email, Microsoft Teams, or Symphony – allowing you to remain within your preferred platform while resolving issues.  

This strategy of interoperability not only enhances workflow efficiency but also ensures that the return on investment from core processing systems is maximised. Instead of juggling multiple systems and losing control over risk management through fragmented email communications, Taskize brings everything into one streamlined process. 

During this live demo, Kishan illustrates how Taskize’s interoperability works in real time. An exception from Euroclear’s EasyWay system, a tool for managing breaks and other issues, is seamlessly transferred into a Taskize Bubble. This process eliminates the need for manual data entry, reducing the risk of errors and speeding up resolution time. 

One standout Taskize feature demonstrated is the Smart Directory, which simplifies the process of directing queries. Instead of dealing with quickly-outdated email distribution lists or manually allocating queries, the Smart Directory automatically identifies the most suitable person or team to handle each issue based on availability and experience, significantly reducing friction in the operational process. 

Multi-channel integration 

Taskize supports multi-channel collaboration, including email, Microsoft Teams and Symphony. 

For example, when an internal team using Microsoft Teams needs to be involved in resolving a query, Taskize can create a linked Bubble, automatically setting up a channel in Teams and transferring all relevant details. This ensures that all parties involved, regardless of the platform they are using, are kept up to date with the latest information. 

Additionally, Taskize’s Bubble Blotter provides a powerful way to prioritise and manage exceptions: users can organise their workload based on economic value, service levels, or other criteria, ensuring that the most critical issues are addressed first. This feature is particularly valuable for client service organisations aiming to deliver superior service by managing their workload more effectively. 

The future of query resolution 

This live session concludes with a look at future developments and integrations planned for Taskize, emphasising the platform’s commitment to evolving alongside the needs of its users.  

As part of our mission of becoming the de-facto global platform to process and manage operational queries, we’ve partnered with organisations such as Cognizant Meritsoft, Xceptor and Finbourne Technology to make query resolution much more efficient. You can read more about Taskize’s integrations here.