Process Scheduling and Automation

SPS scheduling functions provide a tie between relationships found in the Contact Manager database and the group calendar shared by designated users. Entries may be defined regarding any "event" or "project" to track tasks, calculate dates and timelines, and notify responsible persons of important information. All of this is automated so that when dates and tasks change, date dependencies are re-calculated and responsible persons are notified of the changes.

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Automation also extends to the "links" attached to electronic business forms (part of the Issue Tracking & Resolution subset). These links may be statically or dynamically defined to a user, group, or contact found within the system. Links provide an entry point into the applications of SPS and allow users (both within the system and those outside) to access application screens and to receive not only notices, but also approval and resolution requests. In this manner, you may create any business form and provide any type of approval and notification scheme within a matter of minutes. Since these forms are web-based, they can integrate with your company website to provide customers real-time access to selective account information.

Integrated & Sophisticated Scheduling

  • All scheduling user interfaces are designed using Attribute™ technology. This allows complete control of the graphical user interface and backend database design.

  • Date dependencies may be created so that as tasks are marked as "completed", those tasks that have been scheduled to be dependant on the original task will have their dates re-calculated to reflect the newly updated timelines.

  • Users may apply calendar filters in order to customize the view of their daily task list. All tasks may be viewed, including those related to event and project schedules from multiple contacts and those tasks not related to company relationships.

Completely Customized Event/Process Automation

  • SPS allows for definition of actions that automatically take place when a related event occurs. This allows for the creation of electronic process flows within your organization. For example, a purchase order form may be created such that it is automatically sent to the purchase manager for approval. A separate link could then provide the user who created the purchase order request with notice of its approval or denial.

  • All process automation relate to electronic business forms created "from scratch" or by using an industry-specific template. This enables the customization of both the form and its related process flow.

  • Links may be added or modified at any time by any user with proper permissions using a web-enabled, easy-to-use configuration utility. This means that as things change at your business, SPS can adapt to meet your needs. Best of all, this adaptation occurs in minutes and does not require a computer programmer.