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Management Information - The, “What gets measured gets managed” benefit. By integrating your business processes into Slate you automatically get access to a host of management reports which can zoom in on particular projects or zoom out to analyse the business as a whole. Team Communication - Beyond management reporting there are massive communication benefits for your business. Slate is designed so that all employees have appropriate access to the system (it has 5 user security levels) it also provides a Client and Project “Whiteboard” where all staff can append notes. No longer will staff need to search Jimmy’s desk for the McKenzie file!
Slate also provides a Client and Project “Whiteboard”, where all staff can append and share notes. Data Access - Slate’s motto is “business information, when you need it and where you can find it”. The “where you can find it” part is probably something most people can relate to; how often have you created a spreadsheet or a document then spent what seems like an eternity trying to find it again! Slate dispenses with the need for multiple spreadsheets, document templates, standalone customer databases and many paper systems. Accuracy and Efficiency - Along with improved access to data comes improved efficiency in processing, for example client records are held in the same system as document templates so issuing a standard letter or e-mail to a selected group of clients is literally a few clicks of the mouse, without the risk of cut and paste catastrophes! Work in Progress Overview - End of period invoicing becomes a breeze with the inherent “Unbilled Work” features. This feature highlights every item if time, mileage, expense, stock or purchase logged against a project and provides this information as you create the invoice. Missed billing opportunities and “forgetting to bill items” become a thing of the past. Training and Delegation - Staff training and the delegation of low level processing tasks is greatly enhanced, whilst you would only let the trusted few access your accounts package, Slate’s multi level security allows you to provide staff with access to only the functions that they need to perform their job, whilst protecting critical and / or confidential business information.
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