The document presents a sales proposal for an automated task management system (TMS) aimed at improving employee task clarity and operational efficiency. It highlights the issues faced by business owners, outlines the proposed TMS solution with features such as automatic task assignment and performance reporting, and provides a cost-benefit analysis showcasing potential increases in efficiency and customer satisfaction. Additional details about customization options, payment terms, and implementation strategy are also included.

1. 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

2. 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

3. Agenda
• Business Owner Problem Statement
• TMS Solution
• TMS Screen-shots
• Proposed addition to TMS
• Cost-Benefit Analysis
• Terms and conditions
• Strategy and schedule
• Questions?

4. 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

5. TMS Solution
Automatic Email
Job
Automatic Recurring
task Creation
Online Task
Management
Focus on business
directions

6. TMS Screenshots: Log In Screen

7. Dashboard/Main Screen

8. User Master

9. Role Master

10. Customer Master

11. Task Master

12. Query Master

13. Link Task to Customer

14. Assign Task to User

15. Assign Task to User-Add Comments

16. Assigned Task

17. Assigned Task-View Comments
Export to
Excel

18. Task-Query
Import
from Excel
Export to
Excel

19. Inward-Outward Document

20. Email-SMS Configuration

21. Change Password

22. Employee Directory

23. Log Out & Refresh Function

24. 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

25. 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%

26. 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

27. Strategy and Schedule
• Strategy
 Customer Evaluation
 Customer Acceptance
 Customer Rollout
• Schedule
Customer
Evaluation
1 Month
Customer
Acceptance
Customer
Support
1 Month
Customer
Rollout

28. Any Questions??

29. Task Management System: The ultimate source for Enterprise automated Task
Management
Thank You