Administration & Support

Replace multiple legacy system settings with the CM Software. Define unique processing rules and timelines to efficiently and effectively manage correspondence within an office and/or agency environment.  Process, store and view a variety of correspondence types, including FOIA, Congressional and executive requests, electronic documents and any other associated correspondence.  Both correspondence offices and managing response offices will manage and track communication from receipt to reply.

Manage tasks, action items, special projects and correspondence with the ETM Software. Professionals throughout the office will have the ability to track all aspects of a particular task as well as the processes associated with that task quickly and easily with features such as automatic email and “deadline ticklers.” No more probing others for updates or related reports; access this information instantaneously and accurately through the ETM Software.

The “electronic copy of a personnel file,” the HR Software digitally stores and tracks all employee documents, including but not limited to resumes and offer letters, insurance forms and claims, 401k plans, employee data update forms, performance reviews and pay change authorizations, employee verification (I-9) and PII documentation. The solution assigns an expiration date to any time-sensitive documents, such as driver’s licenses and passports, reminding the HR Administrator or employee to supply a new copy. The HR Software completely eliminates the paper from HR paperwork. Since all data is stored in a private cloud, the software is also an alternative to older electronic systems in which the files are stored on a computer with limited storage space. The software will orchestrate just about any HR process, and can be set up with reminders for just about any event.

Manage your purchase order requests with a workflow-based solution that dynamically adjusts to the type of business you run. The PO Software is intelligent enough to siphon requests through different approval processes based on factors such as the type of item requested and the dollar amount. You can enter a quote into an entellitrak template, attach documentation, upload a description, and submit it for review – in less than a few minutes. By sending automatic emails and reminders, the PO Software will gather electronic signatures and speed you through each stage of the approval process, requiring minimal human effort in return.

Coordinate sales activities through the sales cycle from prospect to negotiation, to closing and beyond. The SM Software allows management to view the status of leads and opportunities, so they can perform analysis on sales strategies and identify high-performing sales associates. Field sales, inside sales, resellers, partners and call center agents can update records by attaching forecasts, quotes, RFPs, SOWs, notes, prototype procedures, and more. This interactive environment leads to increased sales and increased comprehension of what is transpiring across the organization. The SM Software is configurable per organization and industry. The field names, forms, dashboard charts, workflow and many other functions can be tailored to suit unique ways of doing business.

Log tickets, capture various actions performed on a ticket and auto-generate an audit trail of activities that have been performed on a ticket – all from a Web-based user interface. This software focuses on ownership and responsibilities for various actions performed. Examine specific tickets and drill-down your search using powerful search and reporting modules. Create custom ticket statuses (such as “under review,” “awaiting review,” “escalated,” etc.) and then specify suspense dates. Easily make changes to the ticket, comment on the ticket and reply to the ticket – on time and within the scope of your client Service Level Agreements.