On the customers page we have listed the general activity of each customer, the details of actual work is however confidential and is necessarily covered by restrictive covenant documents. Below is a list of the most common application types we are asked to develop, along with the most common features we are asked to include. Remember however that one of the great strengths of QUICK Base is it’s flexibility. There is actually very little it will not do to support your business. Please call us to discuss your needs.
Workflow management in all it’s various guises comes down to people knowing what work they have, what the deadlines are, who the points of contact are.
- Work scheduled through QUICK Base can trigger reminders,
- Send reports and updates at key stages,
- Warn of SLA/OLA breaches before they happen,
- Tell you if someone is over committed,
- The resource can add his working times, either by task by day running total for the week/month or any combination of the above, or indeed many other options.
- They can use off parts, place items into a refurbishment cycle (printing shipping labels if required), maintain stock either manually or by linking items to call types.
Client Relationship Management/Contract Management
Relationship management and Contract management form the corner stone of a smooth running operation for many companies and it’s absence can be costly in both lost time and lost revenue. We will begin by answering the question most often asked.
Why QUICK Base: it is true there are many CRM system out there, with a wide array of features and with many flashy reports and outputs. That is exactly the issue, we know of no other system which is 100% configurable for your needs written with the features that matter for you. We take customers away from some of the largest alternative CRM providers because for all of the whistles and bells the simple truth is this People would rather the have the 10 features their business needs than 5 they need and 25 they don’t. People deploy CRM systems to support the business and everything else is just “fluffy nonsense”. One more important consideration, once written, you own the data structure, the data and the application, it lives on your account and as long as you pay the modest Intuit Fees. It is yours forever. Never let your data or indeed your application be used as a weapon against you. Even allowing for the upfront development costs a dedicated QUICK Base CRM application very quickly becomes a cost effective solution.
A small list of the most common requirements.
- Service contract monitoring to prevent service breaches, contract gapping and penalties.
- Sales activities including meeting minutes, follow up tasks (tracked) and additional assignments.
- Co-ordinated sales approach, between offices, departments, and internal companies.
- Contact management by company, building location etc etc.
- Contract values and trends , even where one company has many accounts, track by company, location, or individual acc number (or all of the above). Or by customized grouping
- Task planner with community calendar including repetitive tasks (hourly, daily weekly etc etc) or by some other stated interval based on time, data entered or the lack thereof.
- Application linking to service application to give full visibility of relationship.
Life cycle management
There are subtle variations of this application however all life cycle management seeks to complete a small list of tasks, this is often confused, within a larger operation however there are ways to provide this data in a meaningful way.
- Item age, item owner (If applicable) purchase value, current value including depreciated value (HMRC), current condition and availability for use or deployment.
- Track items by owner, you may have a number of items which although are the same actually belong to a number of different vendors, this is particularly true in multi-vendor environments where you provide service to several clients within the same business sector proving a robust life cycle management process is in important sales tool
- Life cycle, how many times has it been repaired, is it a bad actor, most common failure of the item specifically and of the item batch (if applicable) including and reason (Root Cause Analyses) specific and avg repair costs, including management of parts used in the repairs.
- Current location including previous location history including failure rates by site (high fail rate could indicate training issue).
- Total cost of ownership, what does it cost to own and use in the business, is it earning you revenue or costing you money.
Engineer/Resource Management & Contractor Management
Resource management centers around the people and the sites within your company, the data you may need to track will be unique and may be subject to EU law, and the various Data protection acts currently in force throughout the EU.
- Biographical data, names address, role, NoK, and other base data
- Current and historic work assignments
- Length of service, full employment history
- Assigned items, contact details and possibly a link to expenses
Asset tracking and management
The section above generally relates to items which would be used or deployed on behalf of the business, this could be complete items, individual service modules which are swapped out on site. Bolt on modules, loan or replacement modules and the internal items needed to make them all function. These will often be owned by the client. Asset management is generally based around tracking internal assets of the company.
- Vehicles, including service intervals and due service dates based on time and/or mileage. Service history including scheduled and unscheduled part replacements
- Asset purchase date and current value (both real and depreciated) current software/firmware revision along with actual files if required. Who is assigned which license F.A.C.T. like to see this.
- Current assignment, linked to resource application if required, useful for P11D.
- Link phone, track usage, many companies now issue soft copies of phone charges on CSV file. Easily track who calls who and when.
- Useful for Insurance, employee XX Laptop is stolen.