Centralized Data Management
All records, forms, fields, reports and processes are stored within a powerful Oracle database to ensure data integrity.
Oracle technology is incredibly scalable for future growth and allows the database to be expanded to millions of records if needed and can handle hundreds of users simultaneously. It also allows administrators to track data as it changes, allowing compliance with government regulations regarding data recording that govern many public companies and non profit organizations. Oracle technology is compliant with industry standard backup and disaster recovery scenarios that your organization may already be using.
From a practical point of view, a centralized database allows your organization to instantly have access to consistent data from every area of the organization. As one record is updated, other users viewing similar records can see the changes instantly. If one report template is changed, every user in your company will have an up-to-date record.
All of this data can be accessed via either a cross platform compatible solution (for organizations that may use a mixture of operating systems) or if desired, a web portal can allow permitted information from your central database to be accessed or inputted by users securely from home or on the road.
Advanced Data Security
Every aspect of the software and each record is permission and role based. This provides your organization with the ability to designate exactly which information any user or level of the organization can view, edit or input. Every aspect of the software can be designed to comply with privacy legislation as well as ensure that confidential and sensitive information about clients or contacts remains accessible to those who need it.
Each record and field can have its own unique security rules so that one member of your organization might have information to financial history about a client, whereas another may only have access to their current case. With these flexible rules for access permissions, you can consolidate records and tools across the company. In combination with the Oracle technology, any accidental deletion or change can be logged by the user who inputted it, to ensure data integrity is always maintained and internal auditing is permitted.
Definable Business Processes
Process control, business logic and workflows are definable to meet 100% of your needs.
To allow organizations to effectively manage and work with their data, Fdata has implemented a unique business process monitor that can work with every module in the software and can integrate with future requirements.
The business process manager can drive efficiencies across your organization by embedding automated workflow tasks that can handle distinct operations in your organization. For instance, if a client requires the services of multiple branches or your organization, as soon as one task is completed, another division can automatically by notified of their tasks, receive their information, at the same time as the client relationship manager receive instant status updates to keep their clients up to date. Workflow and monitoring needs can be instantly scheduled and followups set according to the availability or preset followups.
Key performance indicators (KPIs) can be attached to any record or task, allowing management to make strategic decisions in a timely matter as well as make accurate business forecasts at any moment. Any variations from KPIs can be sent out instantly as alerts to the appropriate individuals.
For task management, single or multi-level approvals can be required, automating the need for an organization to sign off on key documents, and providing managers with the tools to ensure purchasing decisions or key contract signings are made with the appropriate levels.
The business process manager can also be used to set up training tasks for new employees, ensuring organizations can maximize their competencies with as little overhead as possible.
Reports can be generated using your existing Microsoft Office and Word templates or can be viewable onscreen on demand.
Fdata incorporates the ability to automatically generate Word or Excel documents based on existing templates allowing organizations to export or present any data from the database instantly in formats that suppliers or funders may require. These reports can be stored in a central repository and can be updated or added as required. When needed, data will be populated according to your definitions, and reports and charts can be generated as required.
For managing contracts or handling large amounts of document generation, allows standardized contracts to be created using the most up to date forms and documents with little administrative overhead. This can be combined with version tracking and business logic to require sign-off on documents, and authorization for contracts prior to releasing.
For users who want this onscreen, a customizable dashboard can present live graphs and charts allowing organizations to visually view their performance, goals and data.
Unique Model First Deployment
Speed up deployments with a unique model first approach.
The model first deployment at the heart of Fdata’s development cycle allows the customized solutions to be taken from concept to release in 50-80% less time than traditional software development.
Instead of focussing on how the tools or solutions can be implemented, our experienced consultants begin by creating a module with security, relationships, entities and fields defined based on the needs identified in meetings with key staff and internal business analysts.
By separating relationships and information management from the software code, prototypes of our solutions can be rolled within a short timeframe and feedback from across your organization can be in place before final touches are put on the program. If requirements change, these can be done without having to redevelop or compile the application since the key requirements of your organization are defined separately from the application code. Screens, looks, and usability elements can be customized afterwards.
For Fdata’s clients, this means greater confidence in their choice of management software, and a clear time frame from project launch to final deployment. In the case of smaller organizations, with less unique needs, the software solution is fully operational, but with larger companies, the software is designed to be adaptable for their business scenarios. Business users can be engaged through the development and deployment cycle.
Future company needs can be anticipated and updates to the software can happen without waiting for a versioning cycle.
Built-in scheduling allows effective use of resources.
Working alongside the business process manager, scheduling and calendaring can be used to manage volunteers, staff, and client needs. Events, timesheets, contractor hours, and meeting times can all be handled by the same solution that tracks inventory, sales, and contracts.
This allows managers to effectively manage personal, tasks, room booking, client engagements, and full operational cycles directly within the management software. Having this scheduling ability directly in the program allows a much better life-cycle management of all your resources and assets.
Standard web services integration allow these events to be integrated with external calendaring systems
Fully Modifiable Interfaces
Menus, forms, fields, screens and reports can be modified to match existing viewpoints and accelerate usability.
This allows our software to be designed and implemented with usability in mind and allows a much simpler interface to be developed for lower level users. Since this information is recorded directly into the database and generated on demand, it allows Fdata’s software to imitate existing solutions so that learning time can be decreased. Every screen can be optimized for the user, so that a service department may have a much different viewport than a senior manager or sales consultant.
Client, vendors, or external resources may be given access to a web based portal with relevant information customized for their needs.
Because almost all of the processes happens server side, end users can be given a lightweight user interface designed to function like a software program that they are used to, with common menus and interfaces, while upgrades to the core functionality occur without having to upgrade or install solutions on the users desktop.
Video Training Solutions
For each installation, advanced video tutorials and user guides are delivered specifically to your industry.
Fdata’s experience in implementing new software solutions allows a focus on both deploying the software and providing training resources. Instead of requiring companies to spend extensive time on retraining employees, we provide unique video demonstration guides with each solution alongside reference text, to help provide a faster road map to user adoption. In addition to user guides, task based training can be provided directly within the software, allowing companies to train new employees on both the software, as well as general business activities.
With these solutions, best practices in both using the technology as well as operating within your company’s environment can be defined in advance, providing an effective tool for managing your organization.