The goal of a business management and automation solution is to lower costs, increase productivity and streamline operations through a customized and fully integrated software system.
But its not just a system, its a service, its a solution, its a relationship between the business, the consultant, the methodology, the process and the technologies involved.
Our solution starts with a customized management and automation platform. Once the platform has been setup, you can use it to manage and automate any process or function you want, whenever you want.
Core Management Platform
- Dedicated System Deployment
- Central Database
- Customized Dashboard
- Integrated Core Modules
- Optional Core Modules
- Custom Department Modules
- User Management Module
- Permissions Management
- System Administration
Functions and Features
- Forms Management
- Form Access Controls
- Form Submission and Completion
- Custom Forms and Records
- Documents Management
- Document Access Controls
- Document Read and Completion
- Self Administered Document Upload
- Standard and Custom Reports
Consultation and Implementation
- Consultation and Assessment
- Planning and Design
- Core Deployment
- Platform Customization
- Custom Branding
- Custom Development
- Setup and Configuration
- Testing and Modifications
- Deployment and Training
Optional Modules
These are prebuilt modules which are native to the core automation platform.
Mobile Timecard Module
- Timecard Clock In/Out/Break
- Job Assignments
- Work Schedule
- Notifications
- Expense and Mileage
- GPS Tracking
- Safety/Company Documents
- Emergency Contact
- Supervisor Mode
- Payroll Automation
Employee Management Module
- Employee Profiles
- Employee Positions and Rates
- Employee Records
- Employee Reports
- Emergency Contact
- Licenses, Tickets and Certificates
- Employee ID Card
- Files and Images
Project Management Module
- Project Profile
- Project Costs
- Project Scheduling
- Project Forms and Records
- Project Files and Images
- Project Reports
- Project Progress
Scheduling Module
- General Calendar
- Employee Availability
- Employee Scheduling
- Crew Scheduling
- Time Off/Vacations
Tools and Equipment Module
- Tools and Equipment Database
- Tools and Equipment Check In/Out
- Tools and Equipment Assignments
- Maintenance Requirement
- Maintenance and Repair Records
Notifications Module
- Overtime Warnings
- Time Off Requests
- Vacation Requests
- Late Notification
- Custom Notifications and Alerts
Custom Solutions
These are examples and suggestions for processes and functions which are customized or custom built for each client.
Forms, Records, and Reports
- Custom Forms
- Custom Reports
- Online and Mobile Forms
- Cloud Based
- Central Database
- Information Flow
- Submission Controls
- Submission Reports
- Permission and Access
Sample Forms and Record
- Project Checklists
- Timecards/Time Slips
- Sales/Service Orders
- Purchase Orders
- Work/Change Orders
- Safety Forms and Docs
- Quality Control
- Site Inspections
- Equipment Maintenance
Sample Reports
- Project Progress
- Job Competency
- Safety Reports
- Employee Reports
- Payroll Reports
- Project Reports
- Cost Reports
- Maintenance Reports
- QA Reports
Project, Job, Production Management
- Project Profile
- GNATT Chart
- Costs and Resources
- Progress Tracking
- Job Board
- Bulletin Board
- Employee Scheduling
- Employee Assignment
- Equipment Assignment
- Materials Assignment
- Quality Control
- Forms and Records
- Custom Reports
- Files and Images
Employee and HR Management
- Employee Profiles
- Employee Positions
- Employee Permissions
- Employee Pay Rates
- Employee Records
- Employee Scheduling
- Employee Onboarding
- Employee Orientation
- Employee Training
- Employee Evaluation
- Licenses, Tickets and Certificates
- Mobile Timecard
- Vacations and Timeoff
- Payroll Automation
Safety Management and Compliance
- Safety Forms and Records
- Safety Documents and Manuals
- Safety Policies and Procedures
- Government Regulations
- Industry Standards
- Project Requirements
Examples:
- Incident/Accident/Near Miss Reports
- Emergency Response Plans
- Incident Investigation
- Project Risk Surveys
- Inspection Checklists
- Site Compliance
Equipment and Asset Management
- Equipment Database
- Maintenance Schedule
- Maintenance/Repair Records
- Operator Repair Requests
- Operational History
- Project/Operator Assignments
- Cost Tracking
- Parts and Supplies
- Location Tracking
- Forms and Records
Estimating, Quotes, and Sales
- RFQ Tracking
- Opportunity Tracking
- Standard Quote Templates
- Standard Estimating Forms
- Custom Quoting Formulas
- Sales Cycle Management
- Sales Projections
- Sales Personnel Management
- Sales Performance
- Custom Invoices
Employee Training
- Company Policies
- Position Training
- Work Orientation
- Site Orientation
- Safety Training
- Skills Training
- Compliance Reports
- Docs and Manuals
- Training Materials
- Knowledge Bank
Client Management
- Client Profile
- Work and Billing History
- Records and Notes
- Communication Records
- Business Opportunities
- Service Requests
- Client Self Service
- Service and Support
Ordering and Service Requests
- Online Ordering
- Order Processing
- PO Management
- Service Requests
- Service Scheduling
- Service Fulfillment
- Pricing Controls
- Self Service Features
Inventory Management
- Inventory Database
- Stock Control
- Pricing and Costs
- Location Tracking
- Bin Level Controls
- Order Tracking
- Reorder Notifications
- Project Assignment
Custom Development
As a fully integrated software company with almost 20 years of experience. Our team of programmers can custom develop any functions or features you may require.