Onboarding

Manage all the activities with getting an approved new staff member into the office and up to speed with the activities and functions of the company. Notify and coordinate with payroll, IT, facilities, systems, office admin and others to make sure that the person is ready and able to start working. Provide various office policies and programs and training resources to the new person.

Off boarding / Termination

When a Staff member leaves make sure to "close all the doors". Notify accounting, payroll, facilities, IT and others to make the necessary adjustments. Recover all equipment and secure HR information from being used. File appropriate legal and accounting documents and conduct exit interviews to better understand the motivations.

Reviews

Conduct staff reviews. Gather feedback, points for change and commitments made. Provide feedback to the employee and document necessary steps and promises for career advancement.

Meeting/Event management

All client events need lots of planning and organizing. Budgeting, booking, tracking, ordering, guest speakers, sessions, venues travel are all important and need to be right. There are lots of moving parts that need to be organized and tracked and this solution will ensure just that.

Expense management & Tracking

Track and approve all expense submissions as well as documents to support them. Route for review and approval and ensure that expenses are completed accurately.

Office safety plans & Inspections

Review and track various facility safety plans. Ensure that your fire, earthquake, terror and other emergency plans are current and correct. 

Collections

Extract a list of all outstanding payments together with supporting documents where appropriate. Create an organized process to manage contacting clients and requesting payment. Track the follow up actions and next steps. Improving the process of getting paid.

Contract management

All contracts go through various deal phases from new, to client review, to terms of business, service levels, compliance and termination or renewal. This application is used to track these contract lifecycles, document and make note of specific issues, significant dates and actions that are required from time to time. Don’t miss important dates, contract deliverables or other critical information. 

Customer Onboarding

All new customers need an onboarding process. Billing, accounting, credit and dispatch configurations all need to be setup. There might also be some IT interactions too. Understanding contract terms, deliverables and specific account needs is all paramount to being able to correctly service the client. Use this app to be proactive in managing these relationships from day one.

Customer complaints

Any customer issues need to be logged, managed and tracked to completion. Make sure there are no items left hanging or not dealt with correctly. This app tracks every interaction between you and your customers to ensure that you deliver excellent customer service.

Customer surveys

It is important to send out surveys to customers. This helps to understand how they are feeling. The feedback needs to be accepted and the results correlated. Ultimately a better understanding needs to be gained around what is working, what could be improved and where there are service issues.

Disaster Recovery Plan

Every organization should have an up to date and relevant recovery plan. Know what needs to be restored, specific sequences and interdependencies. Know who is responsible for what, and what steps are going to need to be followed to ensure recovery. This app, helps to configure and build this plan. It helps to validate some assumptions and then allows the plan to be executed in time of stress.

Equipment procurement

Procurement, often follows standards around specific equipment for specific tasks. Accepting of new equipment and the configuration and validation of such before putting it into service. Use this app to document these standards, establish what needs to be done when equipment is received and what steps are required to bring it into service. Users, Service Tags, physical assignment, configurations etc are all important aspects that benefit from following consistent processes

Product development

Is there a formal way for products to be developed?, how is the input tracked and activities sequenced. Are we going through all the necessary steps and validating each? Is the solution compliant with various regulations. Avoid skipping steps and ensure that the outcome is predictable.

Contract management

All contracts with 3rd parties have various stages, reviews required and terms that need to be met. Establish a process to deal with the phases from new, to client review, terms of business, service levels and compliance. Make sure that all parties are compliant with all legal agreements.

Litigation support

Litigation is complex and expensive. Make sure to track all the components of a file. Know that all documents, evidence, claims, timelines and responses are completed on time and are logged and archived in one convenient place. 

Managing Asset Allocation

Issuing and retrieving assets when people come or go, requires tracking of all items issued to various people. Track asset allocations and make the necessary updates when details change. Make sure that at any point in time we know exactly what various people have been allocated Eg computers, phones, desks, home office equipment etc

Visual Property inspections 

Be able to inspect warehouses, production lines and facilities. As you walk around take pictures, create incidents, record issues and then have these routed to the correct place. Track these to resolution and ensure everything is dealt with to a logical conclusion.

Onboarding

Manage all the activities with getting an approved new staff member into the office and up to speed with the activities and functions of the company. Notify and coordinate with payroll, IT, facilities, systems, office admin and others to make sure that the person is ready and able to start working. Provide various office policies and programs and training resources to the new person.

Off boarding / Termination

When a Staff member leaves make sure to "close all the doors". Notify accounting, payroll, facilities, IT and others to make the necessary adjustments. Recover all equipment and secure HR information from being used. File appropriate legal and accounting documents and conduct exit interviews to better understand the motivations.

Reviews

Conduct staff reviews. Gather feedback, points for change and commitments made. Provide feedback to the employee and document necessary steps and promises for career advancement.

Onboarding

Manage all the activities with getting an approved new staff member into the office and up to speed with the activities and functions of the company. Notify and coordinate with payroll, IT, facilities, systems, office admin and others to make sure that the person is ready and able to start working. Provide various office policies and programs and training resources to the new person.

Off boarding / Termination

When a Staff member leaves make sure to "close all the doors". Notify accounting, payroll, facilities, IT and others to make the necessary adjustments. Recover all equipment and secure HR information from being used. File appropriate legal and accounting documents and conduct exit interviews to better understand the motivations.

Reviews

Conduct staff reviews. Gather feedback, points for change and commitments made. Provide feedback to the employee and document necessary steps and promises for career advancement.

Carrier Onboarding

Gather all required carrier data. Follow a structured process to ensure all required documents are collected and reviewed for compliance. Track and follow up on all legal issues and notify the accounting and dispatching systems before placing the carrier into service.

Carrier Compliance

Each time we have an issue with a carrier, have a consistent place to record the issues and appropriate processes to follow up and track these issues to resolution.

Carrier Complaints

Each time a Carrier has a complaint about our actions or we of them. Log the incident, and manage the isse to logical conclusion in one convenient place. Review, resolve and document issues to completion. 

Accident reporting

Track the equipment, driver, other parties and details of each incident. Track all associated documents and photos and costs. Track and resolve with adherence to timelines and move the incident to completion as soon as possible.

Workers Comp/Claims management

For all employee claims, case management can become complex. This process helps to manage all paperwork, claim information and issues pertaining to the claims and work status. Remain up to date with complete records and process adherence to ensure successful outcomes.    

Equipment onboarding - Owner OP

All new owner operators require that their vehicles be inspected. That safety standards are met, deficiencies are documented. All costs need to be established to bring them into service. Agreement needs to be reached and the activities done to completion to achieve the desired outcome. Arranging of insurance, licenses, all coverage and mobile comms also needs to be organized. Finally equipment needs to be setup in dispatch and maintenance systems, ready for use.

Equipment onboarding - Driver

When we receive new equipment this needs to be Inspected, tagged and trimmed as necessary. Equipment needs to be added to insurance, setup in dispatch and maintenance systems. Mobile comms must be organized and all equipment assigned to drivers and handed over as necessary. Be ready for work.

Equipment Inspections

As appropriate review equipment for issues. Log and track all such issues. Record all maintenance and changes to the equipment where appropriate. Remain safe. Know that your equipment is to specification and each time it returns to your yard is in the same condition that it left. Note any deficiencies and take corrective action.

Claims management

Anytime we have an incomplete delivery, or issue with a shipment, log the issue, track the details, investigate as necessary and make the appropriate financial adjustments as necessary

Shipper Reviews & Compliance

Anytime there is a shipper issue, make sure it is properly documented and logged. Follow up on all contract terms to ensure enforcements and possible cost recovery. Take action with the shipper to review issue and determine cause of action where appropriate. 

Product development

Is there a formal way for products to be developed?, how is the input tracked and activities sequenced. Are we going through all the necessary steps and validating each? Is the solution compliant with various regulations. Avoid skipping steps and ensure that the outcome is predictable.

Product Certification & Testing

Have formal processes by which products are validated for safety and compliance within the marketplace. Make sure that your offerings have been checked and all the relevant steps are taken before releasing something that is sub-optimal.

Food Products

The safety of your customers is critical. Incorporate and run your complete BRC, ISO and other food processing standards. Make sure the every step in the process is traceable and that the health of your consumers is not negatively impacted by a process failure.

Industrial Products

The safety of the public is critical. Avoid litigation by implmenting strong procedures to ensure that every aspect of the product creation process is adhered to and is monitored for accuracy. 

Consumer Products

Public safety is critical. A failure to adhere to your safety program or to have a breach in the process could lead to recalls, injured consumers and even death. Avoid business failure that could result from a process breakdown.

Chemicals, Drugs, Pharma

Formal FDA regulations and other legal standards apply. Know that your company is adhering to the law and to the industry standards. A failure will result in massive litigation and legal exposure as well as client injury and death. Following the process is critical.

New tenant application

Go through the required steps to avoid missing an important detail. Ensure that credit checking, contracting, insurance steps and helping with the move are all effective and properly conducted.

New tenant onboarding

Manage all the onboarding activity, that needs to occur. Ensure that all the steps are done, this includes, adding to the various systems, getting the unit ready, and could even include meal planning and nursing management. Making sure that every new tenant gets the best possible experience.

Tenant leaves

All the tasks associated with closing up need to be managed to conclusion. Remove all information from various systems, archive other records, return all equipment and making sure that the transfer out is effective.

Tenant complaints

Track all issues, ensure that they are worked to conclusion and dealt with properly. Dont leave items outstanding.

Property Issues

Cost tracking, follow up on services, suppliers and the specific items that we fixed. Track and archive all the documents and be able to easily manage issues to conclusion.

Inspection process

Walk/Drive around a facility and take pictures, record incidents and then arrange the necessary follow up work. Track the inspections to conclusion and follow up that everything has been resolved.

Contract management

All contracts with 3rd parties have various stages, reviews required and terms that need to be met. Establish a process to deal with the phases from new, to client review, terms of business, service levels and compliance. Make sure that all parties are compliant with all legal agreements.

Litigation support

Litigation is complex and expensive. Make sure to track all the components of a file. Know that all documents, evidence, claims, timelines and responses are completed on time and are logged and archived in one convenient place.