Management summary. From people in business to people doing business

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Darrell Lane
6 years ago
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1 Product overview

Management summary Xeelo is a software platform which will increase your existing business performance exponentially.

your business users to be more effective, Xeelo is the way to go.

It will bring a new element of user friendly automation to your business and provide a single control center & dashboard to monitor your corporate performance and efficiency.

process efficiency and bring strategy to life in complex corporate environments.

2 Management summary Xeelo is a software platform which will increase your existing business performance exponentially. Whether you need to refine your existing ERP, better integrate many different systems and control master data, or just need a simple standalone workflow/document management tool for your business users to be more effective, Xeelo is the way to go. It integrates painlessly with your key systems, helping you build on your existing IT investments and tools without having to replace applications that work. It will bring a new element of user friendly automation to your business and provide a single control center & dashboard to monitor your corporate performance and efficiency. From people in business to people doing business Xeelo has been designed by managers like you with years of real life business experience and an understanding of how to improve process efficiency and bring strategy to life in complex corporate environments. Xeelo is designed as a self service tool, with a drag & drop interface to quickly design forms, approval s and build workflow steps. Complex conditional workflows, automated reminders, document management, OCR and electronically signed PDFs are also easily configurable. Xeelo is built so that you never need to write any code. It even comes with built-in dashboards and easy links to BI systems for real time process monitoring. Martin Jaroš Chief Executive Officer Tomáš Belák Chief Development Officer

Xeelo Elements Xeelo was built to overlay all of your existing systems, to ensure existing IT investments are harvested while business friendliness and efficiency is improved.

3 Xeelo Elements Xeelo was built to overlay all of your existing systems, to ensure existing IT investments are harvested while business friendliness and efficiency is improved. Its core elements are master data management, business approvals, process dashboards and document management. Xeelo provides easy to use features for business people to help them reduce the time spent on bureauracy and bring all their business/process data into a single central system which can help them manage their entire organization. We understand that every business is different and constantly changing. Xeelo was built as a revolutionary & disruptive IT tool, that gives flexibility and control back to the business. It can quickly be changed without any programming or IT knowledge and adapted within minutes to meet a new business requirement or process change. No matter how comlpex the process Xeelo can handle it. It has been designed to adapt to how you uniquely operate your business. We believe that you know better what your customers value and how you can serve them best. Our aim is 100% employee adoption, to help ensure digital transformation becomes reality and so that you can manage your business effectively, every employee who needs to submit requests is free.

4 Functionalities Purchase to pay Tendering Requisition Purchase orders Order to cash Sales advance invoicing Sales invoice requests Sales quotations Sales invoice issuance Reminder letters Record to report Contract management _ Vendors _ Customers Master data _ Vendor _ Customer _ G/L accounts _ Reporting attributes Delivery confirmation Invoice allocation/matching Supplier template contracts Delivery confirmation Long term deal negotiation & Contracts Project costing _ Timesheets _ Billables Expense management _ Travel requests _ Travel expenses _ Petty cash _ Cash advances

5 Functionalities Operations Building security Claims & Returns Health & Safety incidents CRM _ Products _ Customers _ Leads & Opprtunities _ Sales Representatives _ Targets _ Meetings _ Pipeline Fleet management _ Cars _ Drivers _ Vehicle usage External requests _ Task assignment Long term projects _ By stage _ Documents & Approvals Bonus & Sales comission calculations Mystery shopping audits Site audits Customer service _ Tickets _ Knowledge base _ Surveys _ Feedback Budget management _ Requests _ Overruns _ Reallocations _ Reporting Asset management _ Repairs _ Assessments _ Maintenance _ Tracking Marketing _ Market materials (versions) _ Content approvals _ Marketing campaigns

6 Functionalities Functions IT _ Software licenses _ User accounts _ User manuals _ Service desk _ Release management _ Development _ Demand management _ Major projects approvals (CAPEX) Audit _ Self assessment _ Findings Governance _ Corporate documents _ Guidelines _ Policies _ Procedures _ Trainings _ Confirmations by staff _ Board reports _ Board tasks Human resources _ Job definitions _ Recruitment requests _ Conditions _ Negotiations & Offers _ Contracts _ Onboarding (Handover & Trainings) _ Interviews _ Annual goals _ Annual assessments evaluations _ Bonus calculations _ Special rewards _ Leave requests _ Termination _ Offboarding _ Career tracking (skills, trainings...) _ Succession planning _ Exit interviews & Assessments _ Employee surveys _ HR requests

Functionalities GDPR DPO Control center _ Trainings _ Procedure reviews _ Audit findings _ Impact assessments _ Incident management Data mapping _ Personal data _ Systems _ Security _ Sensitivity _

7 Functionalities GDPR DPO Control center _ Trainings _ Procedure reviews _ Audit findings _ Impact assessments _ Incident management Data mapping _ Personal data _ Systems _ Security _ Sensitivity _ Legal reasons _ Storage location External requests _ Information requests _ Data usage approvals _ Deletion requests _ Data correction requests _ Usage revocation Features PDF export Excel reports Electronic signatures OCR Lazy approvals ( text capture) approvals Off-site approvals request generation Dashboards Definable BI data feeds Power BI integration

Key benefits Avoids risk Turn on one process at a time, like playing with Legos and reduce risk. Avoids high costs Xeelo can be used by all your employees (end users) for free to submit requests.

8 Key benefits Avoids risk Turn on one process at a time, like playing with Legos and reduce risk. Avoids high costs Xeelo can be used by all your employees (end users) for free to submit requests. Avoids being stuck because of IT Adapt and change processes very quickly or build new ones. No coding, just drag & drop. Avoids systems failure No loss of any existing system; Xeelo wraps around existing systems but operates independently. Avoids delays Fast deployment with standard process templates. Customize & Grow: Xeelo grows with your business. Avoids infrastructure issues Choose whether Xeelo runs in the cloud or on premise. Move anytime as your business changes.

OMNITRACKER. First steps with the OMNITRACKER Demo Room

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