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

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

Agenda

• Business Owner Problem Statement

• TMS Solution

• TMS Screen-shots

• Proposed addition to TMS

• Cost-Benefit Analysis

• Terms and conditions

• Strategy and schedule

• Questions?

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

TMS Solution

Automatic Email

JobAutomatic Recurring

task Creation

Online Task

Management

Focus on business

directions

TMS Screenshots: Log In Screen

Dashboard/Main Screen

User Master

Role Master

Customer Master

Task Master

Query Master

Link Task to Customer

Assign Task to User

Assign Task to User-Add Comments

Assigned Task

Assigned Task-View Comments

Export to

Excel

Task-Query

Import

from Excel

Export to

Excel

Inward-Outward Document

Email-SMS Configuration

Change Password

Employee Directory

Log Out & Refresh Function

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

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%

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

Strategy and Schedule

• Strategy

Customer Evaluation

Customer Acceptance

Customer Rollout

• Schedule

Customer

Evaluation

1 Month

Customer

Acceptance

Customer

Support

1 Month

Customer

Rollout

Any Questions??

Task Management System: The ultimate source for Enterprise automated Task

Management

Thank You