Office Manager in Philadelphia Achieves Total Quality Management with
Needles Case Management Software
Needles has given me the opportunity
to be the very best manager I can be.
Larry Pitt & Associates
At Needles, we are proud of every client
who invests the time to fully learn the program and implement it at all
levels in the office. We are particularly proud of client Larry Pitt &
Associates in Philadelphia, PA. The firm purchased the Needles program
in 2003. Prior to purchasing Needles, Larry Pitt & Associates worked
from a DOS-based system, did not use email, and tracked calendar items
through WordPerfect. In just a year’s time, Larry Pitt & Associates has
completely embraced the Needles program. The staff has worked extremely
hard to provide excellent service to their clients by using the tools
Needles has to offer.
We recently spoke with Phyllis Meloff,
the firm’s Office Manager. She shed some light on how the program is
being used in the office, and what a difference a good trainer makes in
the implementation of a new software program.
We asked Phyllis, “How has Needles
changed your office?”
“Since the implementation of Needles our
office has changed dramatically. All calls are put into our Needles
database. The Needles program provides a tracking system for management
as to the disposition of each and every call, client, and status of each
case. Needles allows me to track what needs to be done at any given time
on any case in our firm.
As a result of Needles, I can obtain
managerial statistical reports which allow us to determine our budget
for marketing. We easily know what campaigns are most successful.
Needles reports give me the necessary information to follow up on a
regular basis on referrals.
Needles gives our firm the ability to
utilize the ‘Total Quality Management’ philosophy of offering high
levels of quality service to our clients. Needles technology gives every
member of the firm the ability to provide excellent service without the
use of the file. All of the information is current, and we are more
organized and in control of what needs to be done on a particular case.”
We asked Phyllis if the training
provided to the firm allowed everyone to take advantage of the
efficiencies provided by Needles?
“As a trainer of Total Quality
Management, I was most impressed with our Needles trainer, Sherryl
Coleman. She made me more accountable as a manager. She helped me to
learn Needles in order to help facilitate acceptance of the system from
every level of personnel. Sherryl appointed me as the Administrator,
advising that I would be reviewing the case notes, calendar and
appointments each evening. Mr. Pitt and I review everything that has
taken place each day. Quality of client service has always been our
firm’s mission. Working with Sherryl and implementing Needles has
allowed our firm to achieve its goals of offering high levels of quality
service to our clients.
I attribute our firm’s total commitment
to Needles to the excellent training skill of Sherryl Coleman.”
Finally, we asked Phyllis to give us any
comments she had about Needles.
“Needles has given me the opportunity to
be the very best manager I can be. Needles gives me the information I
need to assist our clients and employees with any questions or problems
they may have. It gives us the ability to be organized and in control of
Congratulations, Larry Pitt & Associates
and Office Manager Phyllis Meloff. Keep up the good work!