Build an ERP -- 2
Budget: $750 – $1,500 USD
The ERP should have a Document Management System for work collaboration, CRM Module, Workflow, Newsletter Management , Equipment Inventory and multi user capabilities
The Institute is a service based organisation that renders services to clients upon request and issue reports to clients after the service at a fee.
WORK FLOW IN THE INSTITUTE
A service starts upon a request by a client usually via email, direct visit or phone call. The task is them assigned to a staff or a group of staff by the Director, through a manager. After the task, the staff or team lead writes a service report, the report may be reviewed by other team members before submission for the approval of the director together with a service Fee. An approved report is sent via email attachment to a client together with an invoice for payment of the service.
Document Management System
Should have Document Search & Retrieval, Document Security & Classification, Optical Character Recognition
Document Process Automation & Workflow, Document Request, Document Sharing
The Institute is a service based organisation that renders services to clients upon request and issue reports to clients after the service at a fee.
WORK FLOW IN THE INSTITUTE
A service starts upon a request by a client usually via email, direct visit or phone call. The task is them assigned to a staff or a group of staff by the Director, through a manager. After the task, the staff or team lead writes a service report, the report may be reviewed by other team members before submission for the approval of the director together with a service Fee. An approved report is sent via email attachment to a client together with an invoice for payment of the service.
Document Management System
Should have Document Search & Retrieval, Document Security & Classification, Optical Character Recognition
Document Process Automation & Workflow, Document Request, Document Sharing