ProcessIT Custom Business Software

Are you using an outdated system to track your business processes? Perhaps you are a developer needing help with improving or transitioning a client to or from an Access Database?

ProcessIT has extensive experience transitioning data to and from SQL server, Excel and MS Access Databases.

Need help writing a particularly complex query? Trouble formatting data as you need? Let us help you to get past expensive and time consuming hurdles.

Sometimes you don't know what you need until someone offers it to you. Here is a short list of common products and modules we build for our clients and some of the needs they address. Of course these can be in the format you need; Desktop, Local Network, Cloud Hosted or a full Interactive Website.

Built your way!

Customised CRM (Customer/Contact Relationship Manager) software to maintain and improve your Customer relations.

• Track phone calls, emails, SMS, or any other forms of communication with your Customers.

• Automate reminders to follow up on events.

• Automate emailing, newsletters, campaigns, and subscriptions.

• Lead funnels for controlling the flow of new and existing customers and reporting features.

• Know exactly what you have in stock.

• Locate your stock.

• Keep up with stock levels. Create orders or have the system make your orders automatically.

• Identify stock value or worth.

• Product handling information.

• Know what you own at a glance.

• Who is responsible for each asset?

• What each asset costs, its depreciation over time and what it's worth now.

• When to reassess, update, upgrade, buy, or sell your assets.

• Track all jobs start to end.

• Prevent delays to customers.

• Focus on critical areas.

• Report on staff performance with statistics and reviews.

• Map out the fastest routes to customers.

• Automate many of your existing manual processes.

• Target bottlenecks.

• Record Quotes.

• Add or remove orders.

• Track deliveries.

• Invoice your customers.

• Track returns.

• Note comments, additions or damaged goods.

• Record and compare supplier quotes.

• Create and send purchase orders.

• Manage goods receipts.

• Manage jobs today and in future.

• Manage staff, and their time.

• Where were your staff and when?

• What did they buy/use for the job?

• How long were they working for?

• Sync with Xero.

• Track your finance.

• Reconcile with your bank accounts.

• Calculate GST Automatically.

• Full reporting.

• Plan your Scheduling and view Gantt Charts.

• Plan your Jobs to the finest of details.

• What Materials do you need.

• How long will each piece of the job take?

• Who will work the job?

• Where are we ordering components from?

• Who are we working along side and when?

• Record and track individuals history and transactions.

• Manage loyalty rates, discounts, and club fees.

• Track Club equipment.

• Create and manage competitions.

• Allow members to view and edit their personal account details.

• Prevent Double Booking, Schedule Regular Maintenance.

• Allocate equipment and resources.

• Handle overruns and delays.

• Produce invoices.

• Automate late payment or return notices.

Microsoft Excel is a widely used application and has a wealth of power under it's hood. The team at ProcessIT can help you to automate many of your tasks saving you time and money.

• Integrate with Your Database for Fast Lookups.

• Enforce custom layouts.

• Custom buttons, ribbon controls, and graphs.

• Import from external systems, reformat, sort, filter and chart at the click of a button.

• Export your Excel data to other systems or file formats.

• Track Key Performance Indicators (KPI's).

• Record and analyse performance factors.

• Identify common trends.

• Locate bottle necks.

• Read and rank customer reviews.

• Allow staff to read their own performance and reviews.

Bulk email, newsletters, automated replies.

• Send emails and letters to targeted recipients.

• Send Automated emails daily, weekly, monthly, or annually.

• Automate reply emails for new subscriptions or out of office replies.

• Stay Ahead of your Competition!

• Import from external systems.

• Reformat your data.

• Analyse and report on your data with graphical layouts or refined text results.

• Give your company a leading edge with data foresight, read the trends.

• Is your solution not listed above? Need custom calculations, databases, APIs or websites to meet your own specific process?

• We can Combine any of the above to make a system tailored specifically for you and your Business!

• Track the data you need and let us help find the secrets it contains to get ahead of the pack!

• For those developers we have compiled a short list of common VBA Conditional Compilations for you to use in your projects.