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| iManage |
| iManage is a web based client account and time management system that provides a centralized framework to store and track client accounts, contracts and project timesheets which in turn helps in easy consolidation of information and generation of reports. iManage is fully customizable, extensible and scalable and can be deployed in a variety of functional environments (online, intranet etc). |
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| VIEW THE iMANAGE PROCESS FLOW |
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Organizations with a large customer base often face problems in updating details and keeping track of their clients. iManage enables organizations to create and manage their client database. The application provides an easy and efficient way to track time spent by employees in performing various activities. Automating the process of timesheet entry reduces the time taken to input timesheets and reduces overhead administrative costs. iManage can be used to produce on-the-fly client and project timesheet information and is a one stop point of reference for all departments within an organization.
BENEFITS
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Simplifies the process of keeping a tab on the business processes |
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Eliminates the manual spread sheet based tracking system thereby resulting in increased efficiency and reduced time misappropriation |
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Automates the process of tracking clients and generating invoices |
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Detailed explanation of billable time & expenses can be sent to clients |
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Helps in monitoring time and expenses, by project, thereby preventing budget overruns |
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Makes it easy to collate & review timesheets |
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Easy to estimate project timelines and allocate available resources to a project, based on timesheet analysis |
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Enables employees to keep track and manage their responsibilities in a better manner |
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Detailed reports can be generated for statistical and financial purposes |
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FEATURES/MODULES
Users Module
 A database of employees’ details can be created and maintained within the application. Administrators can create profiles for employees and grant them access to specific sections within the application. Based on the permissions granted, authorized personnel can manage client and contract details, generate invoices, generate reports etc. Managers can store personal comments on an employee’s performance and during performance appraisals can use these comments as a reference. All employees can view and edit their profiles, upload and attach their resume to the profile, view details of projects assigned to them, input their timesheets etc.
Client Management
The sales managers can use the client module to enter and mange client details. This enables them to maintain a database of clients. Business cards for multiple contact persons, for a client can be created and stored. The client management module displays a summarized history of all the contracts entered in with the client and all invoices that have been raised for the client.
Contracts
The contracts module can be used to create and manage contracts entered in with the clients. It includes a file manager through which relevant contract documents can be uploaded and attached to the contract. Details of the project, to be undertaken, can be added to the contract; selected employees from the employee database can be allocated as project members and can be assigned specific roles within the project. The Project Manager can view project specific timesheets and can rate the employee’s performance within the project. The contract module includes a summarization of all invoices, projects and timesheets for all projects contracted.
Timesheets
The timesheet management module enables employees to input details of time spent on various activities and tasks. Timesheets enable managers to track and review activities performed by employees. Timesheets, for specified dates, can be downloaded in an Excel format.
Time sheets can be either project based or non-project based. The activities list, within the non project timesheet is based on the role of the employee within the organization. The project timesheets includes project specific activities. Employees can enter multiple timesheets for different projects assigned to them.
Invoicing
 The invoicing module can be used to generate invoices for services and payments. Multiple invoices can be raised for a client. The billable amount is calculated on the basis of billing rates, discounts and currencies. It includes options to enter details of payments received along with mode of payment i.e. whether the payments were received by wire, credit card, cheque, cash or draft. Invoices can be converted to PDF and digital signatures can be attached to it
Reminders
Reminders can be set for payments that are due from clients. Reminders are displayed in the calendar for the particular month. Options can be set to display reminders at monthly or quarterly intervals.
Reporting
iManage includes an extensive and powerful reporting module that enables real-time analysis and review of financial and other activities across projects. Reports can be generated and downloaded in an Excel format. The reports for project timesheets can be customized to generate reports for specific activities, roles etc within a project. The various reports that can be generated include: Non project Timesheets, Project Timesheets Timesheet Summary, Billing, Invoicing (Open & Closed invoices), Reports of sales in various currencies, HR summary, Mode of payments.
Control Panel
Through the control panel, authorized personnel
can create and manage master controls for various
forms within iManage. Master controls include category
heads for service areas, salary, departments, designations,
project activities and wire payment information.
Authorized employees can create and manage multiple
business cards for different offices of an organization.
Bug/Issue Tracking
The bug tracking module enables authorized employees
to raise, store and track the status of errors,
software defects and any other project related issues.
Employees can also post comments and carry out duiscussions
on specific topics.
News Module
The news module, based on a content management system, enables authorized employees to publish news items/articles in the application. An integrated in-line text editor enables easy uploading and formatting of content. All employees can browse through and post comments on the articles.
 Birthday Reminder
The birthday reminder displays a list of employees whose birthdays fall in the current month. The date of birth information is collated from the details provided in the employee profile. |
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ENHANCEMENTS/ADDITIONAL FEATURES
Various components and features can be added to iManage to extend its functionality. These include:
Sales Lead Management
The sales lead management module automates the process of lead and opportunity management resulting in increased sales productivity. It provides a single and centralized framework to store and track all sales activity related data. The sales lead tracking module makes it easier to track and record deal progress and milestones, from lead capture to closure.
Payment Gateway Integration
A payment gateway can be integrated with iManage to enable clients to make online payments for services rendered. Integration of an online payment module will enable the relevant invoices to be automatically updated with the payment details.
Project Management
The project management module provides project managers with tools to plan organize and manage projects, allocate and control resources, costs and schedules of projects. Project Managers can create and manage multiple projects, define tasks and activities within each project, and assign resources to the project. Integrated tools such as calendars, report generators, schedulers, charts etc aid the project managers in organizing and managing details of projects.
Client Extranet
The client extranet module enables the creation of a private network wherein authorized clients can access specific modules/areas, relevant to them, within iManage, such as project and time sheet modules. Clients can also make online payments for the services rendered to them.
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"Having listened to our needs and objectives very carefully Icreon were able to identify the solution in line with our business objectives. I would also like to thank Icreon for taking care of our on-going maintenance constantly being available without feeling like we are in different countries." |
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BLOGGERCE
Vertical - Enterianment & Media
Platform - Linux/PHP |
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HOMES ALONE
Vertical - Real Estate
Platform - Linux/PHP |
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NATIONAL GEOGRAPHIC CHANNEL
Vertical - Entertainment & Media
Platform - Microsoft.net |
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ENGAGEMENT
MODELS
(Web
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CASE
STUDIES
(Web
Page) |
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