Software
Consulting and
Accountants
Settlement
Insurance
Life/Viatical
Settlement
Insurers
Life Sciences /
Don’t see Yours?FlowRocket Comprises of Amazing and Best Project Management Tool to Take Care of All Departments:
- Client/project management
- Service call tracking
- Enterprise wise document management system
- Client invoicing and vendor billing
- Employee expense report tracking and corporate intranet
Best project management software to befit your requirements.
- Configurable end-user collaborative database with Kanban System, Configurable and flexible Scrum boards and Agile Approach
- Designed to meet the maximum advantage of the most ideal combination of Kanban, Scrum boards and Agile Approach
- WIP can be configured based on your organization’s project management approach
- In Built Agile approach based project management tools
- Plan, Organize and manage your team’s work from start to finish
- In Built Scrum board with flexible customizable fields, define priority, due date and other important labels to tailor your board to specific expectations
- Dragging the specifics across the board through the life cycle of Project
- Designed to meet the most of the perfect combination of Kanban System, Scrum Boards and Agile Project Management Approach
Service call tracking and auto assignment of tickets:
- Queue system on each error identified or service call by QA team or end user
- Automated Ticketing and queue system based on email and/or fax
- Visibility of Open Tickets and Resource Allocation
- Automated responses to the end user on progress of the ticket
- Categorization of support tickets in various different measurable KPIs like, lack of training to the end user, lack of requirement analysis and/or development training issues
- Auto assignment of tickets to the team based on Client, skill set of team, classification of ticket
Accurate template based financial reports, audit reports and tax paperwork to build a resilient business!
- Ready to go templates for all sort of Documentation for Business Requirement Documents, Functional Requirement Documents, Ticket Resolution Email or Notice, Employee Notices, etc.
- Ability to generate custom proposal and engagement letters based on your format over your letterhead unique for your local offices
- Ready to go template for Service Call Reporting
- Ready to go Client introduction letter template with many more business communication related document templates
- Ability to create and upload custom template for any document for accuracy, consistency and process implementation
- Template based automated Business Requirement Document (BRD) and Functional Requirement Document (FRD)
Enterprise wise Document Management System to organize your documents as well as e-mails securely.
- You receive many of different documents from your different clients. It is a Laborious but equally essential job to sort and allocate all the documents to respective clients’ document repository.
- It is also a challenge to sort and store the processed documents in most easily accessible manner in least time.
- More than 40% of time for any document processing tasks is spent behind sort and store the documents.
- We automate and digitize these hassles off your shoulders.
- No server, no storage space required.
- 100% secured and encrypted data warehouse.
- Manages document approval, digital signature and filing workflow
- Integrated with Outlook, Notes, Adobe, RightFax, OpenText, IBM FileNet, any networked scanner(s)
- Digitally sorted, indexed, secured and accessible documents at your finger tips
- Accessible anytime from anywhere
- Creating and storing custom meta-data fields on files and documents for intelligent searching and drawing business analytics
- Proprietary content search over millions of documents returning google type search results
- Create task over any document and easily share with other users for effective tracking and completion
- Share documents with outsiders securely via web link with expiration date and track the activity on share or re-share
- Full capability in FlowRocket’s mobile app puts your entire business in your pocket.
Invoicing
- Invoicing right from the project management on completion of each milestone
- Time and Service based invoicing
- Time/Service and Inventory combined invoicing
- Generate, circulate invoicing
- Generate template based Customer Statement for your clients
- Multi user approval process for Accounts Receivable transactions
- Update the payment records by customer by invoice
- Seamless scheduled as well as on demand integration with client QuickBooks file for all financial records processed in FlowRocket’s program.
- Generate, Reconcile and Analyze Accounts Receivable Reports and Customer Statements
Vendor billing:
- Receive all vendor bills at one place with one designated email address for all your vendors
- Process each vendor bill with all business and accounting details
- Assign and Tag client project on the bill or part of the bill
- The bill documents are linked (attached) with each vendor bill processed
- Multi user approval process for Accounts Payable transactions
- Approve and Update the payment records by vendor by bill
- Seamless scheduled as well as on demand integration with client QuickBooks file for all financial records processed in FlowRocket’s program.
- Generate, Reconcile and Analyze Accounts Payable Reports and Vendor Statements.
Expense report management
- Create expense reimbursement request and report by employee by project
- Multi user approval process for expense reimbursement
- Add the billable expenses to client invoicing for the project assigned to
- Automatic add the expenses on employee’s next payroll processing workflow
- Seamless scheduled as well as on demand integration with client QuickBooks file for all financial records processed in FlowRocket’s program.
Time tracking
- Real Time and live time tracking by dragging your assigned task on your scrum board
- Auto update the daily Time Sheet (Progress Entry) for each employee by client, project and tasks
- Billable, Non-billable, idle time allocation and tracking
- Org Chart based Time Sheet Approval
- Automated Time allocation and reporting based on people, project and documents.
- Automated Time Sheet submission of your resources
- Vacation Planning
Human resource management:
- New Hire Inductions
- Corporate Intranet with HR Policies, SOPs for different Processes and other important information about organization
- Real Time Visibility of your Team Schedule through FlowRocket’s program.
- Smart Team Allocation and Resource Planning
- Allocation, Scheduling and shuffling of resources with in different projects from anywhere depending on deadline, expertise and schedule of your team simply by dragging people’s profile on your scrum board
- Real Time visibility of idle resources
- Integrated with Accounting and Payroll Software
- Real Time, On-demand visibility of “Not Started” and “In Progress” tasks for all clients
- Real Time, Time and Cost tracking by Client, Project and Employee(s)
Workflow automation:
- Database driven collaborative workflow engine
- Efficient and accurate automated document processing workflow
- Workflow based easy and efficient QA
- Helpdesk Ticket Management
- Customizable, Flexible and Scalable Workflow Engine
- You can customize and create any specific workflow depending on requirement for any specific client.
CRM for consulting services:
- Comprehensive and fully integrated Service Call Tracking
- Track client Issues & Defects
- Manage Enterprise Contents
- Collaborate and maintain transparency with corporate calendar beyond Outlook
- Complete Microsoft Office Integration
- Create and Customize Work Queues
- Create and Customize Workflows
- Automation on email filing, execution and work creation
- Corporate Intranet
- Companywide Chat
- Real time Activity Feed to all for instance activity updates
- 100% Secure, Compliant and fully configurable to achieve any type of customization
Ready-to-go Solutions!
Customer Relationship
Project and Resource
Workflow and Process
Document
Service Call
Marketing
Custom Dashboards and
Employee and Client
On the Go! and On the
Retirement of Legacy
Third Party