BizMerlin - Business Management Software

BizMerlin – Your Business Management Software Time and Appraisals and Project Sales Tracking Expense Performance Management Tracking Reviews Asset Company Leave Address Book Management Calendar Management Resource Skill Matrix Analytics Forecasting

Sales TrackingAn easy to use solution that your sales team will love to useFrom leads to proposals to closures, mails to telephonic calls, follow all aspects of sales. See whichopportunities are dormant and which are outright hot. Review sales activity in a flash. 2

Project ManagementEverything about each project – organized neatly, in one place 3

Time and Expense Tracking Accurate cost analysis that can help the bottom lineTimesheets Expense trackingWhen specifying a timecard, enter the Project and File expense reports online, and attach orthe time that was spent on that activity. The upload receipts, all for an entirely paper lesstimecard can be submitted as an individual status office. Submit the expenses, and archive thereport, and also contributes directly to the project reports as convenient. All expenses arestatus report. available for detailed analysis. 4

Appraisals and Performance ReviewsPerformance review system that goes a long way in your staff development plan• Conduct self appraisals, supervisor’s appraisals and 360 degree appraisals.• Design appraisal templates for each user type and instantiate them for multiple users.• All the previous performance information of the staff is available through the reports which makes the analysis process fast and easy, reducing the effort required for the appraisal process. 5

Asset ManagementIt is good to know where everything is, and how valuable it is  BizMerlin helps you track all your assets, and find out who is assigned what.  You can find which assets are assigned to which projects, and are at which location.  You can enter the value for each asset, and see the valuation at different points in time.  Tax planning tip: Using reports, you can easily find how much depreciation to claim during a certain time period. 6

Shared Calendars for Your TeamEasy to use team calendar that users can integrate with Outlook and Google calendars. • Keep track of upcoming and previous appointments, company holidays, training sessions, etc. • Easy way to see when your team mates are planning to take their vacations (unless they are keeping that information private). • Project calendars can be used to share information within a project team. • Sales activity planner shows upcoming events related to sales. • Integrate with your Microsoft Outlook™ and Google calendars. 7

Leave ManagementHelpful way to share who will be in the office, and who will be out The Leave Management Module allows the users to prefill their upcoming leaves and submit it for approval. The leave approvals (or suggested changes) are notified, and the leaves are automatically shared with the project team. Of course, not all leaves are planned, so the users can enter leave information after the fact as well. You can use BizMerlin to automatically update PTO, or enter PTO information manually. 8

Resource Planning and Staffing ProjectionsWouldn’t it be great to know your resource requirements well in advance?Using BizMerlin, you can allocate the resources in the most efficient manner to your projects and answer thefollowing questions:• How many people would you need to hire if you win a certain percent of opportunities?• Who are (or will be) the over committed and under committed staff members?• Who are the team members that will have a gap in their project assignments?• What are the skill sets that you should hire? 9

User Project AssignmentResources can be assigned to one or more projects, easily. Time travel is possible too.User project assignment report shows the user allocation for different projects for a particular month.Administrators can keep track of the user allocated to project in a particular time span by viewing this reportand can change their allocation so that proper allocation can be done in present as well in the future. 10

Skill MatrixSkills and competency levels as they make sense to your organizationEasily match your project needs with the skills of your workforce. Allow an inventory of your human assets,and provide a clear gap analysis and learning path to your workforce. 11

AnalyticsBetter reports mean better intelligence, which leads to better decisionsVarious administrative reports are available online, enabling faster and superior decision making.Highly graphic executive reports enables the faculty and management to monitor crucial metrics and makesthem easy to understand and process. Project Reports – User Project Assignment/ Actual Time Used vs. Allocated Time User Reports Staffing Projections Timecards Reports Expense Reports Paid Time Off (PTO) Reports Efficiency and Effectiveness Reports Asset Reports Appraisal Reports 12

Summary and Q/AAn integrated web based solution for all your business needs• It is one-click ready. Just sign up and configure it according to your needs.• It is customizable – Add your locations, users, currencies, appraisal templates, score templates etc. http://www.bizmerlin.com 13

BizMerlin - Business Management Software

by Melissa_BizMerlin on Dec 18, 2011

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BizMerlin - Business Management Software — Presentation Transcript