Efficiently Manage your Customer Base

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Whatever your industry, (Financial Services, insurance, health, food production, manufacturing etc.) an effective and flexible Customer Relationship Management System can improve efficiency with automated emails, exception reporting, documentary evidence storage and diary activities.


Based on our proven [MS Compliance] product you get process management, hierarchical control, rock-solid security and MI tools/notifications built-in.

Events, Forms and Processes

Events, Forms and Processes

Events, Forms and Processes

  • Event forms can contain charts, grids, gauges, calendars etc. so they can precisely match your existing paper-based forms
  • Configurable Complaint Management. Track all complaints with full reporting
  • Events can be configured to triggered further event(s) for example actions plans after an observation, using the simple-to-use triggers admin screen
  • Triggered/follow on events are linked. Links can be clicked to view history
  • All events can have an availability date range outside of which the event is unavailable for example disable a test until the related course has been attended
  • Files can be attached to events and can include documents, worksheets, videos and MP3s. This can be used to provide evidence of competency
  • Configurable CPD categories and targets. CPD summaries and targets can be shown on the dashboard consolidated for selected hierarchy
  • Track and report on Corporate Governance / Board activity to monitor how your business is directed and controlled and whether certain crucial activities have been completed on time

Other Benefits

Events, Forms and Processes

Events, Forms and Processes

  • Can show regulatory news on login screen or after login
  • Configurable hierarchies - spans of control, reporting etc.
  • Detail pages can be hidden based on login rights
  • Existing data can be imported one-off or regularly
  • Can export to other company systems such as data warehouse etc.
  • Built-in form builder to create your own screens to match your paper forms with options, check-boxes, linked lists, notes, calculations etc.
  • Can integrate into other systems for example Point of Sale software etc.
  • Off-line input possible using Excel worksheets uploaded to server and processed as a service
  • Preferences such as KPI percent limits can be set by administrators
  • The document repository makes shared documents available to all users ensuring they are up to date.
  • KPIs, CPD etc.
  • CBT can be provided using authoring package and made available for viewing via the events screen (with date range availability)

Security

Reports, MI and Notifications

Reports, MI and Notifications

  • Fully secure with IP address restrictions and Two Factor Verifications.
  • All activities are audited. The audit can be reported upon
  • All users can change their own password. Certain users can change other user's passwords, but no-one can see what anyone’s existing password is
  • Security provided via forms authentication (if hosted by us) or windows authentication if installed on client intranet.
  • Logins can
    • Be limited by date, or disabled
    • Have their own logo branding
    • Start with any detail page
    • Show/hide any detail page
  • All menu items or individual actions on screens can be individually granted or revoked for users based on their user login level
  • Flexible Hierarchy with multiple levels of managers/teams and companies makes it simple to restrict who and what is visible for any login

Reports, MI and Notifications

Reports, MI and Notifications

Reports, MI and Notifications

Fully Customisable Report Designer

  • Reports can be configured by administrators with drag and drop for groupings, sorts, column order and filters
  • Fully customisable report designer
  • Reports can be traditional, grid, pivot, chart or any combination
  • One click reporting with automatic filtering based on hierarchy selected
  • All reports can be exported to Excel, Word, PDF etc
  • Customisable dashboard to see at-a-glance details relevant to your log in (Supervisor, Compliance Manager etc.) Can include CPD, KPIs, diary views, upcoming courses etc.
  • Email notifications / reminders are automatically sent daily for outstanding events, upcoming tests etc
  • Email notifications can be sent immediately as events are added
  • Email notifications of breaches or potential breaches can be sent immediately to authorised personnel

Remember, we focus on Flexible Reporting which prevents your data being lost in a black-hole... 

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