Firstly determine when an account is deemed to be in arrears. Then, transfer all arrear accounts onto Debtpack, manually or electronically. Allow the system to automate the collection process from hereon. This means:

1. Business rules to allocate accounts to users;
2. Business rules which prioritize daily work load;
3. Batch processing of manual tasks such as email & sms communication ;
4. Bulk printing of pre-legal & legal documentation
5. Daily follow-up of manual tasks, like telephoning, follow-ups via a printed to-do list
6. Enabling sub-categories like tracing, deceased, administration, query, write-off – which is a natural result once a collection process commences
7. Reporting to management on the overall status of the book i.e. amount collected as well as non-recoverable debt.

Accurate configuration creates efficient delivery.  What makes Debtpack unique, is the ability to configure the software to your exact requirements, via the front-end – NO DEVELOPMENT REQUIRED! 

Configuration is mainly:

1. Database setup – during this phase, a scoping is done to identify the client’s exact requirements.  These are documented and used to by the “Setup” team to create a database structure to meet these requirements. Some of the setup items are:
   1. Company details
   2. Users that need access and the appropriate access levels
   3. Workflow protocol
   4. Templates (pre-legal & legal)
   5. Reporting
2. Business Rules – The second phase would be to build the business logic for user allocation, account priorities and work escalation into business rules.

You're never alone

1. Debtpack is all about providing support.  Our company infra-structure allows us to provide support on:
   1. The product
   2. Technical problems or questions
   3.  Legal problems or questions
2. All requests for support are logged via a central Helpdesk. Once logged, each request is investigated and if necessary a quote is prepared for approval.  Progress can be tracked by viewing the status of the request.
3. On-site support is also available to clients and can be added to their licensing agreement as a fixed number of hours per month.
4. Telephonic support to the helpdesk is also available to all clients.

he Generic Interface module (GI) enables the electronic movement of account data to and from the Client’s Financial Management system (FMS) and the Enterprise product. A fully implemented GI consists of the following sub modules:

1. Debtor Module:  Import of debtor biographical data extracted from the (FMS)
2. Transaction Module: Import of all financial transactions (payments, journals, etc.) process on the FMS after the date of export
3. Cost Module:  Export of all legal fees processed on the Enterprise product as part of the collections process
4. Balancing Module:  Comparison of balances between the two system to identify “out of balance” accounts

You need to determine and set boundaries! Debtpack makes use of business logic to evaluate key performance areas (KPA) within the collections process. Some of these KPA’s are:

1. Cost to capital ratio – Am I spending more to collect this account in comparison with the capital handed over?
2. Prioritization of accounts based on business criteria – Giving each account a HIGH, MEDIUM or LOW priority, the business defines what should be focused on.
3. Protocol compliance – Accounts cannot be written off until it has fully complied with the prescribed protocol.

Allocate, follow-up, escalate:

1. Allocation of accounts to users, are vital in managing staff performance.  In Debtpack user allocation is done via scheduled business rules. 
2. Once accounts have been allocated, all actions performed by the user are recording against their name.
3. The calendar provides each user with a summarized to-do list, indicating work due today as well as overdue work.
4. Each manager has access to each individual staff members work and can monitor daily progress.
5. Boundaries are set around the time allowed to perform each task, which in turn enables scheduled business rules to escalate incomplete tasks to the manager via email or pre-defined reporting.

Debtpack can either be rented monthly or purchased once off:

1. The rental and/or once-off purchase price is dependent on the number of users / pc’s required by the client.  The more you take, the less you pay.
2. To configure, implement & train you, there is generally a once-off implementation fee, which is quoted based on your requirements.
3. An upfront annual maintenance fee is part of the once-off purchase agreement.

Contact Us to request a quote.

Debtpack enables real time reporting, which means that any report can be drawn as and when required. Reporting goes beyond just the financial results for a specific period, but also includes:

1. Staff & team performance
2. Dashboard statistics on the effectiveness of the collections process
3. Activity during the month and the cost of doing the work
4. Bottlenecks and less effective areas within the collections process
5. Graphical representation of key statistics
6. And much more!

Merge and Print:

1. Using a similar function as “Mail Merge”, Debtpack merges debtor specific data with a standard pre-legal or legal template – thereby producing a unique document per debtor. 
2. These print jobs can then be printed directly to a printer or to a pdf file or emailed to the debtor. 
3. Once printed, each individual debtor’s history is updated accordingly.