Smarter Way to Work!
you interested in building a smarter company? Do you want to strengthen
business relationships and give better service? Ever wonder if you
are focusing your attention on the important work? Need some help
reducing training needs? Want to be able to spot problems immediately?
Would you like to be able to do all this and at the same time make
your job easier?
can help! TaskWise is an exciting innovation in business software
that combines the vital functions of task management, relationship
management, exception management, and information sharing into a
single company-wide system that integrates with your financial data!
Its purpose is to enable you and your co-workers to work smarter
and more efficiently with access to the information you need to
do your job in an excellent way.
the company functions listed above have not been integrated. Financial
software has tracked its own numbers, CRM software has its version
of customer data, different departments have tracked their own work
schedules in their own ways, information is not easily shared company-wide,
managers are forced to hunt for exception conditions that need their
attention, and so on. TaskWise incorporates all these functions
and breaks down the barriers between them to create an incredibly
valuable system that links and benefits all individuals and departments.
You Use TaskWise....
customers and partners should get better service and followup
management and staff can focus on task lists that show:
needs to be done and why?
needs to be involved?
does it need to be done?
business exceptions and followups are identified, tracked, and
not forced to print a report and resolve issues off-line
don't have to wonder if an e-mail message has already been
can manage your daily work through one convenient "portal" that
provides access to all the programs in the SouthWare Excellence
other SouthWare Excellence Series modules become the "engine"
that drives intelligent alerts and tasks and the means of completing
can train new users much faster - they only need to know how to
work from a department or personal "To Do" task list
you automate task and exception management your system continually
grows smarter and your job becomes easier
logging into your computer in the morning and seeing a summary of
what's going on in the company. You click on a list of the tasks
that have been assigned to you or your department. You take care
of a couple of the items by clicking on a button to access the related
financial software program for the task. You decide to forward one
of the tasks to a co-worker and send an accompanying e-mail.
you check your department's alert list, situations that you told
the system to watch for and give notification when they occurred.
You zoom to the accounting data behind a couple of the alerts for
more details. The alerts automatically created tasks for the responsible
individuals so you don't need to take further action.
return a couple of calls to clients and one to a vendor, make notes,
and generate a couple of related e-mails and one followup task (with
an RSVP so you'll automatically be notified when it's done). You're
not sure about a company policy question during one of the calls
so you look it up in the on-line AnswerReady database.
that morning you check the alert list again and see that all but
one of the previous alert situations have been addressed but there
are now two new ones. In the afternoon you continue to work your
task list and zoom to supporting functions as needed. You add a
new alert test so the system starts looking for a new potential
problem that has come to your attention. You add a policy decision
to the on-line database for future access by everyone.
the end of the day you have the satisfaction of knowing that you
worked on the right things and got a lot done. You also go home
with the confidence that your system continues to work, looking
for theissues that need your attention tomorrow.
scenario above only touches on the vision of what you can do with
tools you'll have at your fingertips with TaskWise include:
Relationship & Contact Info - these are linked together in TaskWise
and with all related business data in the SouthWare Excellence Series™
Scheduling/Management - scheduling, creation, forwarding, followup,
closing options for tasks such as calls, appointments, to do items,
- the system can scan through any SouthWare data for any exception
conditions you want to identify - option to generate related tasks
- reference database with search and an interactive Table of Contents
Supporting Functions - Automated scripts with variable text,
literature fulfillment, projects, task instructions, many more
Interface to Microsoft Outlook - replicate data in Outlook Optional
Internet Access to TaskWise data via NetLink™