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| The Office Productivity and Automation Solution | Productivity Is Our Business |
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• Over 65 Business Reports that help Owners, managers,
sales, service, project managers, secretaries and administrators
be more productive.
• Export all reports to Word, Excel, PDF, html, Outlook e-mail For
Marketing &
Sales:
View
quotes, sales and service activities by person, customer, prospect,
date, activity type, etc. It is powerful information to see all
the "touch points" with a contact by everyone in your organization while
you are speaking or communicating with that customer.
With everyone contributing to the information, your organization can
serve customers and relationships better.
For
Project Marketing &
Sales:
Few
integrated programs have project marketing features. When marketing for new clients
and projects, you track where each lead is in the sales process.
Then, when a proposal is requested, you must demonstrate experience in
the type of project, your project manager's experience, and sometimes
experience with the same client or type of client. OfficeGT automatically
tracks all this information so a quick click of the mouse will produce
information for use in RFQ, RFPs, and proposals.
For Project Management:
Managing multiple projects
in an office is no easy task. For management, the big picture of
all projects and resources needs to be easily accessible. Project
managers need detailed reports about their project's budget, schedule,
budget vs. actual, time spent, and other project related information.
OfficeGT contains reports to fill all these needs. Data can be sorted
by PM, department, and project phase so that real-time analysis can be
made to keep project on track - and on budget.
There are several Project
Issues reports that allow project managers to track all issues that arise
during the course of a project. You should see the manager's
or client's face when you walk in with a professional report that lists
all the to-do's that need to happen next on his/her project. Or,
you e-mail a vendor or sub-contractor a list of all they need to do and
by when. The OfficeGT Issues system provides a process - and the
reports - necessary to better manage and control projects, while impressing
everyone that you (and company) are so organized.
In most companies, project
managers wear many hats including marketing to existing clients.
OfficeGT provides a single solution to track all their projects from possible
project thru warranty to marketing. The result is that project managers
save 1-2 hours or more per week by simply organizing the multitude of
information.
For Bookkeeping
As you know, OfficeGT is not
an accounting program. It allows your accounting program to do company
financials while OfficeGT makes everyone more productive - and more profitable.
However, OfficeGT does contain a few reports that many bookkeepers and
controllers use to help them:
For
Business Management
When you understand the power
of everyone in the office contributing to contact, marketing, and project
information, and then see the data summarized in management reports in
real-time - you begin to see the power of OfficeGT. In addition
to all the reports listed above to help you know what is going on, there
are other reports that help business managers and owners the tree top
view of how the company -and people - are performing.
Easily Share Information These powerful reports help people share information faster and easier to improve the bottom line. Imagine saving time and going paperless. Each report can be exported to a variety of formats including PDF, Word, Excel, html, or text file types. Or, you can directly e-mail the report to recipients. Customize reports to meet your needs - Each report is designed in Seagate's Crystal Reports, used by millions of users and developers for business needs. You may add new reports or modify existing reports using Seagate Crystal Reports or other report writing software. You may also use Microsoft Access' built-in report designer to create new, custom reports. If desired, BCA Technologies can add or customize reports for you. |