task management system
TRANSCRIPT
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Task Management System: The ultimate source for Enterprise automated Task
Management
Task Management System
2014 Sales Proposal
V & J
VJ InfoTech
Global Sales
June 28, 2014
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Executive Summary
• The Concept
Automated Task Management and Query
management process
• The Opportunity
Clear direction of task to employee
Increased backend operation efficiency
Less overhead on business owner/Team Leader
Automated follow-up with client on queries
• The Potential
Customer Task Life Cycle
Employee Performance Report & Bonus Calculation
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Agenda
• Business Owner Problem Statement
• TMS Solution
• TMS Screen-shots
• Proposed addition to TMS
• Cost-Benefit Analysis
• Terms and conditions
• Strategy and schedule
• Questions?
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Business Owner Problem Statement
My Employee does not know what task they need to
perform in my absence
I tend to forgot follow up with my customers
I am running with overhead on equal task distribution
I want to increase efficiency of operations
Recurring tasks are often lost
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TMS Solution
Automatic Email
JobAutomatic Recurring
task Creation
Online Task
Management
Focus on business
directions
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TMS Screenshots: Log In Screen
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Dashboard/Main Screen
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User Master
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Role Master
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Customer Master
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Task Master
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Query Master
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Link Task to Customer
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Assign Task to User
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Assign Task to User-Add Comments
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Assigned Task
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Assigned Task-View Comments
Export to
Excel
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Task-Query
Import
from Excel
Export to
Excel
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Inward-Outward Document
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Email-SMS Configuration
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Change Password
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Employee Directory
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Log Out & Refresh Function
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Proposed Addition to TMS
• Employee Performance Report
• Employee Bonus Calculation Report
• Customer Directory
• Employee Timesheet
• Task Life Cycle Report
• Bread-Scrum Tail Report (Pictorial View of Task)
• Various Theme Option
• Web based version of TMS
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Cost/Benefit Analysis
• Cost
TMS comes in Single User and Multi User Flavor
with very minimal price
• ROI
It is observed that with TMS, backend operation
efficiency is increased around 20-30%
Customer Satisfaction is also observed to be
increased around 20%
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Terms and Conditions
• TMS can be customized as per organization’s specific
need.
• TMS payment can be done in easy installment
periods.
• TMS is available for trial period for one month
• TMS Installation requires certain licenses which
needs to be borne by organization.
• TMS team is happy to offer additional requirement of
your organization
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Strategy and Schedule
• Strategy
Customer Evaluation
Customer Acceptance
Customer Rollout
• Schedule
Customer
Evaluation
1 Month
Customer
Acceptance
Customer
Support
1 Month
Customer
Rollout
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Any Questions??
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Task Management System: The ultimate source for Enterprise automated Task
Management
Thank You