Expert oversight for every EFT project

Article contributor / Ashley Garlick, EFT Implementation Director

Do you have a project open with SHAZAM^®? Are you looking for the most recent status on your project? Do you have a quick question for your project manager? If you answer ‘yes’ to any of these questions, the projects feature in Service Expert is for you! Below are some highlights of the Service Expert projects feature that was designed to help you make the most of your time.

• Project status report
  • See the live status and completion status of your project at any time.
  • Save time on internal project updates. With our project status report, you’re able to export the full list of project activities and due dates to share within your organization.
• Message your project manager
  • Save time on email and send a message directly to your project manager.
  • Service Expert will store all messages between your organization and your project manager, so you’ll never have to dig through emails to find the answer again.
• Outstanding project tasks
  • See a full list of all items that require your action within the project.
  • As you complete each task, you can update the status directly within Service Expert!

Start taking back your time by using the features within Service Expert. For more details, please see Service Expert: Projects Quick Reference Card.