SouthWare's Business Management Series
Manage the details of your business more efficiently.
SouthWare's Business Management tools allow you to quickly manage and track business operations online and offline–from the front-office to the back-office. Committed to customer service and support, we deliver a powerful solution for increasing efficiency and profitability. And we strive to help you achieve success.
Modules include:
» CRM/TaskWise
» Direct Deposit
» ExcelReport
» ExecuMate II
» Human Resources
» CRM/TaskWise – An Exciting Innovation in Business Software
Are 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?
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.
Traditionally, the company functions mentioned 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.
- Your customers and partners should get better service and followup
- Your management and staff can focus on task lists that show:
• What needs to be done and why?
• Who needs to be involved?
• When does it need to be done? - Your business exceptions and followups are identified, tracked, and resolved on-line:
• You're not forced to print a report and resolve issues off-line
• You don't have to wonder if an e-mail message has already been resolved
• You can manage your daily work through one convenient “portal” that provides access to all the programs in the SouthWare Excellence Series
• Your other SouthWare Excellence Series modules become the “engine” that drives intelligent alerts and tasks and the means of completing tasks
• You can train new users much faster – they only need to know how to work from a department or personal “To Do” task list
• As you automate task and exception management your system continually grows smarter and your job becomes easier
View/Download CRM/TaskWise Product Brief [PDF]
» Direct Deposit
Handle direct deposit management with ease and assurance when you use SouthWare's Direct Deposit. Electronic funds are transferred using NACHA (the standard format of the Federal Reserve), so you can be sure deposits are made and processed with accuracy. Direct Deposit requires no exporting, importing or third party transfer agents and makes direct deposits to any bank anywhere.
- No exporting, importing, or third party transfer agents necessary.
- Complete banking independence. Direct deposits made to any bank anywhere.
- Compatible with all communication packages (Century Software's TERM® communication scripts included).
- Installs as a stand-alone application but interfaces directly with the direct deposit work file produced by SouthWare Payroll.
- Does not change or modify SouthWare programs. Therefore, SouthWare version upgrades are not affected in any way.
- User configurable to meet the direct deposit requirements of large and small banks.
- Federal Payroll Tax Deposits can be direct deposited separately or included with Payroll, to meet IRS requirements for electronic tax deposits.
- None of the NACHA file parameters are hard coded, so it's easy for employers (users) to change banks, bank accounts, or any other variable.
- Allows users to create a single, multi-batch NACHA file for multiple payroll runs or create separate NACHA files for each payroll run.
» ExcelReport – Analyze Your Business Processes
SouthWare's ExcelReport helps you set excellence goals, grade your progress, and train your people to excel. You get the tools you need to set goals for success, analyze your normal business processing, and capture the non-financial information important to your business.
- Complete ability to explore the reasons behind every grade
- Know instantly how well you are achieving your goals
- Remember and respond to errors, complaints, ideas
- Monitor and improve your customer, vendor, and employee relationships
- Measure and improve the quality of products and services
- Identify the sources of poor or outstanding performance
- Regularly remind your employees of the things important to your success
- Track your progress toward excellence by month or year
View/Download ExcelReport Product Brief [PDF]
» ExecuMate II
In today's fast-paced world you don't have time to dig through mountains of reports to answer questions like these. If you need instant and total insight into your financial picture, you need ExecuMate II™, our Executive Information System that gives you a window into the financial health and activity of your business.
You can press a key to bring up a review screen that presents an up-to-the-minute summary of the thousands of pieces of information in your SouthWare Excellence Series™ business system. In less than a minute you can check all the vital signs for your company. Then spend as much time as you need zooming into the details of the areas that need your attention.
- Know your up-to-the-minute overall financial picture
- Review a summary of each important accounting area
- Zoom into deeper layers of detail all the way down to individual transactions
- Interactively review your financial statements at any level of detail
- Get "Alert" warnings for key financial areas
- Check financial results for different profit centers
- Continually monitor today's sales
- Know your current cash situation and how it got that way
- Graph trends and relationships in your financial data
- Keep and analyze summary statistics on all your business activity
View/Download ExecuMate II Product Brief [PDF]
» Human Resources
Employee benefits require almost constant management attention in today's fast paced legislative climate. SouthWare's Human Resources gives you control over this critical area with ready access to benefit plan information and employee demographics. Designed to fit companies of all sizes, Human Resources will also keep you on top of regulatory reporting.
- Comprehensive pay and performance administration
- Government reporting compliance
- Monitor and track document critical HR activities, including:
• Absenteeism
• Employee leave
• Grievance documentation
• Accident and injury documentation
• Job related medical history
• Licenses, certifications, permits
• Disciplinary actions
• Continuing education requirements
• Skills inventory
• Formal education
• Additional training
• Test results - Customized reporting and data access
- Comprehensive benefit administration
View/Download Human Resources Product Brief [PDF]
