This client helps families get the best financial aid packages for their
for more information on their unique service).
The internal system shown above helps them provide various services to their
clients. One of the most difficult services they provide is keeping track
of what has to be done on what date for each of their clients, depending on the
level of service purchased.
The major purpose of this system is to
- Tasks this client has agreed to perform on behalf of each of their
- Tracking of which of their employees did which task on which date,
- Reporting to show tasks that are due soon, so they can be completed on
- Automatic generation of letters on certain dates,
- Storage and retrieval of detailed information required for various grant
and financial aid applications.
Internet upload: When a single button is clicked, the system copies
selected information into a different database for display to this client's
sales reps on the Internet. Then that database is copied to the website,
and sales reps can access up-to-date information on the status of all the tasks
for all their clients.
Automatic task generation: When a new client is added into the
system, the program automatically adds all the tasks appropriate to the
level of service that was purchased by that particular client.
Automatic letter generation: The system automatically generates a number
of different letters appropriate to a certain task when that task becomes due.
Automatic response to confirmed item:
When certain tasks are confirmed
(for example, receipt of a certain document), then other tasks have to be
done. This system automatically adds those tasks as required.
What do you need? Whatever it is you need to add to your system, I'm sure
to have an approach you'll love. Feel free to
me for a free estimate.