LaunchPad

As part of the seamless and integrated application suite, this launching pad enables you and your users to use this module as the homepage, view critical announcements, change passwords and get access to applications they are authorized to use.

Consider this your company intranet homepage

• Your own unique URL
• Single sign-on for all applications
• Post your company news or announcements on your homepage

Perform administrative tasks

• Users with a variety of access privileges
• You control the setup – Create external users like clients and contractorsand give them any type of access

Don’t let employee change affect the business continuity

• No more manual steps for transition - re-assign tasks, projects with intuitive interface easily
• Built-in intelligence engine walks you through the steps of deactivating users and re-assignments

AccountsTrak

For every small business, customers, client projects and their financials are key elements. Often an obstacle can be to manage your customers, sales, projects and invoices. It requires knowing your clients, when a project is to begin, how much it costs, and when billing and collections are to occur.

AccountsTrak enables your organization to:

Manage sales leads

• View and manage all your leads including various details
• Track the progress and critical details for each lead

Maintain customer relationships

• Customer dashboard with contact business-cards
• Quickly scan, search, retrieve and update customer/contact information

Close more deals with a comprehensive sales cycle

• List, quick filtering of sales opportunities, retrieving opportunities that require attention
• Follow-through on your sales with a robust workflow
• Additional security to restrict the data other users see

Manage your contracts and financials

• Wizard to help you set up contracts from closed opportunities automatically
• Establish invoice amounts and schedules and let the system do the rest
• Contract details, upload pertinent documents, create project teams with roles

View and track billing and collections

• Never miss another invoice and payment
• Track invoices and payments and setup reminders

All this through a well-defined dashboard

• Key statistics to show the health of the business
• Year-by-year trends of your company’s Bookings, Pipeline, and Billing & Collections

ReqTrak

Collaborate with clients and project team members with this handy tool to ensure everyone is on the same page. Easily record and manage your client requirements. Organized by projects that have been set up in AccountsTrak, requirements can be managed with an easy-to-use interface.

Success starts with requirements management

• Enter, prioritize, and track each business requirement
• Traceability with comments, date and individual user

Categorize requirements and your work

• Easy-to-use interface for quick grouping
• Create buckets of requirements and division of work in phases

Collaborate with clients in real-time

• All users including clients on the same page at all times
• No going by emails, notes, and memory for project scope and requirements

Export to Excel

• Easy offline sharing through export feature
• Download, email, print

ProjectTrak

A simple yet powerful tool, ProjectTrak allows you to create project plans, record tasks with complete hierarchy and predecessors, and have the system create a visually-appealing Gantt chart automatically.

Create comprehensive project plans

• Record tasks with complete hierarchy and predecessors
• Be as granular as you wish to be and use it for any size project
• Simple data entry for task owner, percent complete, level of effort

Automatic Gantt Charts

• Enter data and let the system create a visually appealing Gantt chart

Keep the focus on the finish line

• Easy view of approaching deadlines, status updates and progress
• Track milestones and progress

Export to Excel

• Easy offline sharing through export feature
• Download, email, print

TaskTrak

Use this collaboration tool to communicate more effectively to team members by delegating, assigning, and tracking tasks, accomplishing more in order to complete the project on time and on budget. Use this intuitive tool to share critical project documents.

A complete task management system

• Create and assign tasks
• Extensive workflow for task completion - prioritize, re-assign, escalate
• Document attachment with each task for collaboration

Get on a discussion board

• Team participation via comments for each task
• Resolve issues through tracking and 360-degree cycle
• Avoid mis-communication

Complete traceability and documentation

• Changes recorded for historical purposes

Identify high-achievers (and reward them!)

• Points-based system to assign a point-value to each task
• Easy view of employees’ points balance

PeopleTrak

From basic contact information to managing each employee’s tax forms, today’s business owners want and need to stay organized. Focused on helping any owner perform the necessary internal upkeep of the company, PeopleTrak is designed to help you manage your human resources.

Know your human capital

• Capture and maintain up-to-date records
• Easy-to-use interface for all employee data
• Completely secure – you decide who gets to access the application

Eliminate paper records

• Personal information
• Contact information
• Compensation history
• Performance management
• Relevant document attachment – I-9, W-4, Direct Deposit forms, etc.

TimeTrak

A comprehensive, user-friendly and simple time and expense reporting system, TimeTrak gives you all the features you need to manage the time and expenses associated with your projects or business.

Enter and submit timesheets

• Hours with comments and a running total
• Table-based layout for easy entry
• Expenses with various categories that are customizable

Supervisors review and approve timesheets

• Notify users of timesheet submission
• Review time and expense for payroll data
• Project totals as well as day totals calculated automatically

No re-entry of project needed

• System automatically pulls all active projects for employees

Create timesheets for extended absence employees

• Interactive layout for easy entry for special circumstancess