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 contractors and 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 circumstances