Flexible workflow configuration and task management
Customer centric workflow management task management
Features
Task Management
- Fast activity, task, action and contact management execution from the management desk
- System and user configurable tasks linked to priority settings, deadlines and alarms
- Staff task scheduling with client links, progress tracking and pop-up reminders
- Task management view grid with task filters and user configurable reports
- Task alarm with pop-up reminders across LANs and WANs
Workflow Configuration
- Rule based management framework for the creation of unlimited workflow processes
- Management desks with unlimited, user configurable activities, tasks and actions
- Seamless integration to master calendar and different categories of diaries
- Unlimited user defined workflow stages displayed on each management desk
Visual Pipelines
- User configurable case boxes with contact detail and colour coded contact alerts
- Colour coded activities and business cycle progress displayed in each case box
- Case boxes auto positioned by rule based stage control rules and manual drag ‘n drop
- Fast switching between management desk display and activities list display
Help Desk
- Service tickets integrated to CDP, CRM system and customer’s web page
- Fast service ticket creation on the fly, from the web page help button or from mobile devices
- Job progress tracking with fast SMS, e-mail or telephone call feedback to client
- Stock item expensing to service ticket with seamless integration to stock control system
- Invoice directly from service ticket or from fast invoice or cash sale processing system
Templates
- Pre-configured workflow templates for sales management, KYC (FICA) and debt collection
Interfaces
Client data import facilities, API for Cloud and mobile device data exchange, direct interfaces to financial institutions and middleware interfaces to more than 600 client services devices
Business management features
- Debtors control (AR) (see BACKoffice accounting)
- Services and Charges (non stock item) billing (see BACKoffice accounting)
- Transaction management (see BACKoffice accounting)
- Cash control (see BACKoffice accounting)
- Document filing and management system (see DOCmanager)
- Facsimile transmission and receipting (see FAXmanager)
Seamless Integration to:
- PHONEmanager telephone call and billing management
- INNsync data synchroniser linking offices across geographic boundaries
- CIMSOweb on-line customer profile management and activity scheduling
- STOCKmanager products services and recipe stock control with procurement
- BACKoffice creditors (AP), General Ledger (GL) and Cash Books (CB)