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Meet a ShareFile Partner: Suryl

Suryl, a ShareFile partner for over a decade, helps organizations address process gaps and opportunities. Learn more about how Suryl used new ShareFile features to solve pain points for their customers.

2 min read
September 29, 2024

Suryl offer comprehensive IT services to organizations looking to maximize their investments through efficiency and automation, with decades of experience. “We have a goal to create long term process efficiencies and give a company back ultimate value.” shared Brian Johnson, CEO of Suryl.

Richard Cortez, Executive Director and Board Member at Suryl, has invested over two decades into understanding managed services in multiple capacities. At Suryl, Richard has identified that organizations sometimes spend too much on software and need consolidation or are not fully utilizing the software they’re investing in. His goal is to find those gaps and help organizations in a way they are comfortable with.

“We meet our customers where they’re at. We’re not here to sell something they don’t need.”

Richard Cortez

Chief Revenue Officer, Suryl

Quinton Crenshaw, COO, and Mark Assante, Director of Operations, have worked together for over a decade transforming organizations with ShareFile, notably across the industrials space. When Templates were first introduced, Quinton and Mark were eager to get started building use cases, starting with incident reporting.

Safety Incident Management Template

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Inspiration behind the template

The Suryl team have spent a lot of time working with Manufacturing customers, learning about common processes and opportunities. With that knowledge, this template leverages clear and customized steps for reporting, on top of granular permission control that allows each organization to follow their own sharing procedure to ensure data security.

Benefits of using the template

  • Built for You: Organize and orchestrate key actions during the health & safety task management process.
  • Tailored Customization: Utilize the tailored template “as is” or adjust it to fit your exact needs, then save it as a new template.
  • Improved Collaboration: Keep all team members and safety staff on the same page in dedicated collaboration spaces.

What’s in the Health & Safety Productivity Workflow Template

  • Document Request List templates
    • Pictures: An easy way for the incident reporter to attach important photos and documentation of the incident.
    • Medical Reports: Any medical forms or reports that are tied to the incident in question.
  • Task template
    • Incident task list: Clear steps with due dates to organize each incident reporting process.
  • Information Request template
    • Health and Safety Incident Report Form: A streamlined way for key incident information to be reported with categories of incident, individuals involved, and important contact information.

Unlock new potential and opportunity

If your organization is looking for a partner to help add efficiency, Suryl might be able to help. Learn more about their repertoire and various service offerings here.

The Suryl team

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Brian Johnson, Chief Executive Officer, Suryl

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Richard Cortez, Chief Revenue Officer, Suryl

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Mark Assante, Director of Operations, Suryl

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Quinton Crenshaw, Chief Operating Officer, Suryl

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