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ZoomPowee 2019: INSZoom Product Roadmap 2020 Secrets Revealed
The document outlines InsZoom's annual user conference held on October 17-18, showcasing planned updates for 2019-2020 aimed at enhancing system efficiency, automation, and user experience. Key features discussed include improved case management, multi-factor authentication, and integration with QuickBooks, alongside new modules like the PERM module and LCA management. The conference emphasized user feedback through polls to tailor enhancements and ensure effective stakeholder collaboration.
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ZoomPowee 2019: INSZoom Product Roadmap 2020 Secrets Revealed
- 1. October 17-18 Las Vegas,NV INSZoom’s Annual User Conference Roadmap 2019-2020
- 2. Presenters Lawrence Dsouza Product Architect PrasathSubramanian Product Manager Sudhanva Kotabagi Engineering Manager
- 3. Vision Make the system more Simple Efficient Intelligent Powerful Easyto learn, use and adopt Helps you do more things in limited time System that thinks for you and provides you insights Provides you with tools to automate and manage various scenarios
- 4. Questionnaires 4.0 • Defineyour own sections and choose any fields available • Plug-in custom field to any section • Ability to collaborate for Case manager and Applicants • Audit log
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- 6. Forms 4.0 • Efficientand effective form preparation process. • Transparency in form data population by letting user know the stakeholders whose information is picked up and allow user to make changes as per need • Change of data in one form to change same fields in other forms of the same case and same person. • Workflow and status management for forms. • Utilities/tools to aid efficiency in form preparation process • Audit log
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- 10. Have you usedor heard of Case Request feature? Yes/No Poll
- 11. Automate visa requestprocess by corporations to bring in efficiency, transparency and accuracy. • Getting the process online and make it easy, transparent to all stakeholders. • Lawfirms can delegate required prerequisite questions and documents to Corporate contacts so that they can make effective decision in determining the case • Data will stay in the system avoiding duplicate data entry from external systems • Increase the operational efficiency on tracking, assigning and status reporting of the requests What is the change? • Easy to setup • Easy to follow wizard view in new request Case Request
- 12. Case Request TemplateMockup
- 13. New Case RequestMockup
- 14. New Case RequestMockup
- 15. New Case RequestMockup
- 16. New Case RequestMockup
- 17. New Case RequestMockup
- 18. Do you workwith Corporate clients? Yes/No Poll
- 19. Multi-factor authentication isan authentication method in which a application user is granted access only after successfully presenting two or more pieces of evidence. INSZoom has partnered with Duo to provide Multi-factor authentication. At present, second level of authentication is supported through 1. Duo mobile App 2. Text message We will now add support for 1. Hardware Token - A security token (also referred to as a hardware token) is a small hardware device carried by a user to authorize access. User can use hardware token provided by Duo or YubiKeys. 2. Biometrics - Users can use the built-in TouchID fingerprint reader on MacOS laptops for multi-factor authentication. MFA 3.0
- 20. What is thedifficulty level of finding things you need in the system? 1. Not difficult at all 2. Somewhat difficult 3. Challenging Poll
- 21. • All vitalinformation about a case at one place. • Case or visa type specific workflow and fields. Sections: o Petition details o Stakeholders o Case Managers o Case Progress o Communications o Notes o Questionnaires o Forms o Documents o Letters o Billing and Contracts Case Profile
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- 24. All vital informationabout a foreign national at one place. • Profile details • Contact information • Important immigration data • Cases and related progress • Important documents and dates • Communications • Notes • Questionnaires • Forms • Documents • Letters • Billing and Contracts Foreign National Profile
- 25. Foreign National ProfileMockup
- 26. All vital informationabout a corporation at one place. • Profile Details • Corp Users • Case status and Case load dashboard • Questionnaires • Documents • Letters • Billing and Contacts Corporation Profile
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- 28. Case Manager Dashboard • Seeall your To-Dos at one place • See all your reminders and notifications at once place • Access your calendar • As Attorney or Partner or Manager, view the case load summary and case progress summary of firm • As individual case manager see your case load and case progress
- 29. Do you currentlymanage or would like to manage Case Receipts in INSZoom? Yes/No Poll
- 30. • Manage allreceipt notices of a case • Unified view to see all information at one place • Maintain the scanned receipt documents with the record • Ability to add other details such as RFE, Biometric details received through receipts from the same screen Receipt Notice Management
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- 32. • Updated processmodule – process fields to cover all aspects of PERM process • Workflow and automation to manage different steps of PERM process • Updated reports PERM Module
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- 36. Which of thefollowing features you would like to see in system? 1. LCA module with Public Access File feature 2. Only LCA module 3. Not applicable to me Poll
- 37. • Manage LCALifecycle • Track expirations • Automation • LCA posting service • Reports LCA and Public Access File
- 38. Are you currentlyproviding or would like to provide online access to HRs/Corporate Users? Yes/No Poll
- 39. • Provide HRs/CorpUsers all required information which will help in • Reducing communication overheads • Better information and task management • Overall satisfaction of your customers • Dashboard with all vital information. • Foreign National profile with all vital information. • Case profile with all vital information. HRP 4.0
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- 42. • Manage importantdocuments and dates at case and foreign national profile. • Manage status docs and document expirations effectively. • Maintain history of documents. Data-Blocks
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- 44. • Enable firmto sync Invoices or Payments between INSZoom and QuickBooks Online account to make sure all the financial data is in one place. • Improve efficiency, transparency and collaboration between different roles such as Case Worker, Attorney and Bookkeeper or Billing team. • Improve tracking for receivables and prevents revenue leakage when Immigration service is offered and tracked from INSZoom while QuickBooks could be used for Managing receivables. QuickBooks Integration
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- 46. Release Q4-2019 Forms 4.0 Questionnaire 4.0 Search ReceiptNotice Management Case Request Zoomi 1.0 Reports 3.2 MFA 3.0 Q1-2020 Case Profile Foreign National Profile PERM Module LCA and Public Access File Data-Blocks Zoomi 2.0 Reports 3.3 Q2-2020 Case Manager Dashboard Corporation Profile HRP 4.0 FNP 4.0 Zoomi 3.0 Reports 3.4 Q3-2020 Billing 3.0 Prospect 3.0 Knowledge-Base 3.0 Zoomi 4.0 Reports 3.5