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Here you find some template configurations, those marked with [**] can you see in action in the demo instance.
When you have your instance, you can create your own Business from a blank sheet, or you can start with one of the Business Templates we have defined.
Use them as they are or adjust them to match your needs.
When you have used them for some time then you can update them to match and follow the development of your Business.
9 out of 10 updates can be done by yourself, no need for IT or other specialists.
On this page, we present the most common Business templates.
to handle tasks
To handle incoming issues and requests
To handle any task-relevant for more than one controlled by time
if you are looking for a Business Template that is not here, then contact us for guidance on where to find a template best matching your needs.
This template gives you a Business Process to control tasks for a team
– incoming tasks
– evaluation, classification, prioritization
– fulfilling
– delivering
– controlling
– delivery evaluation
this template gives your team /call center a process to handle incoming issues from external customers,
– issue record
– evaluation, classification, prioritization
– issue handling
– issue solution
– controlling
– issue handling evaluation
This template gives your team/organization a process to handle the recurring tasks. It can be used to control any type of reassuring task like weekly tasks, monthly tasks, or just has to take place with a predefined timeframe between each assurance.
In compliance, it could be:
– controlling that user has the access they need and only those.
– controlling documentation for processes are in place and updated
– controlling in Health, safety, and Environment processes are in place and used
In financial management:
– handling salary
– handling invoices with different deadlines
– handling the annual wheels on budgeting
In HR
– handling the annual flow making sure you are ready for each and every major activity to take place during the year.
Intercompany cooperation:
– for foras working on intracompany improvements set up and support the handling of the work
It includes a form for defining the template for a recurring task
Creating the actual tasks of the recurring task
Controlling flow making sure that tasks are addressed in a time.
the configuration is prepared to meet your requirement addressing adjustments that match your organization.
If your business is structured making it optimal to have two or more setups addressing the recurring task, then that will also be available, at no additional cost.
