8Manage FAS · 2019-07-25 · 5、Customer Service Management In 8Manage FAS’ s Customer Service,...

8Manage FASFull Automation Suite (FAS) for Multinationals

Your Existing Systems + FAS = Fast, Young and Flexible

Since FAS already has the proven enterprise integration framework inside that can interface with any of your existing modulesto provide the integrated solution for your organization in a faster and inexpensive fashion.

8Manage FAS provides the N-layer multinational, multi-subsidiary, multi-LOB, multi-factory,

multi-warehouse, multi-region, multi-store, multi-site, multi-division, multi-department and

multi-jurisdiction hierarchy to represent the organizations and different views for different reporting

structures (e.g., primary, project-oriented, LOB, IT) of an enterprise. 8Manage FAS organization

structure with its business & operations structure and financial structure form the multi-dimensional

hierarchy for enterprise data connectivity, policy enforcement, information aggregation, alert,

escalation and reporting. An organization in OBS once created will immediately contain the following

associated screens, functionality and data:

• Revenue, cost and asset & liability

• Product

• Campaign, opportunity, contract and order

• Project, service ticket, change request

• HR

Each organization in OBS has its own data access rights and other organizations (except ancestors)

can’ t view or modify its data unless it explicitly grant the rights to do so. Therefore, each organization

in OBS can own its products, marketing campaigns, sales opportunities, sales orders, procurement

plan/PR, PO, procurement contract and projects etc.

8Manage FAS_Full Automation Suite for Multinationals

2

3

CRM1

8Manage FAS customer loyalty programs and BI allow membership clients receive special cares,

points and rewards and your business and operations departments to analyze customer buying

patterns and behaviors and product performance.

8Manage FAS has comprehensive client management, campaign management, sales force

automation and service management functionality based on the latest technology and allows your

clients to closely connect to your business and operations at anywhere at anytime. Using 8Manage

FAS, your clients can request and receive and your business and operations departments can

generate quotations, sales orders, delivery notices and provide services at anywhere at anytime.

BIGDATA

WorldwideMembership

WorldwideCommunities

ConnectedAnalytics

ConnectedPartners

ConnectedServices

ConnectedCustomers

ConnectedSales Reps

ConnectedMarketing

ConnectedProducts


100%

1、Client Management

2、Campaign Management

Blogs+Blogging

INBOUND MARKETING!(AKA all the"free"traffic sources)

News/Media/PR SEO EmailResearch/White�Papers

Infographics

Social�Networks

Webinars

Document�Sharing

Word�of�Mouth

Podcasting

Q+A�SitesType-In Traffic

Direct/Referring�Links

Social�Bookmarking

Forums

Online Video

Comment Marketing

8Manage FAS allows your organization to automatically capture and maintain contact, relational,

interactional, behavioral, transactional and financial information for each client in the central repository

and provides different views of the information to different departments in real-time. 8Manage FAS also

supports global clients with multiple names conducting businesses with multiple organizations in the

enterprises.

8Manage FAS allows you to define (objectives, theme and target audience), design, schedule and

execute marketing campaigns through multiple channels for product or brand name promotion and

track their performance in terms of actual returns (e.g., leads, opportunities, revenue). 8Manage FAS

also supports content creation and personalization for specific groups or individuals for one-to-many

and one-on-one marketing.

4


5

Contract

Client Info

3、Sales Force Automation

As sales team members, you can count on 8Manage FAS to help you look-up client and contact profile

and value information, manage and track sales leads and opportunities, manage client appointments,

activities and tasks, prepare quotations as well as create client interaction reports, sales performance

reports and forecasts. As sales managers and executives, your business objectives are to guide the

delivery of the planned revenue, profit and cash-flow on target and on-time and to grow the sales

teams in skills, expertise and performance. 8Manage FAS provides a holistic view of your business as

a whole with links that you can drill down to any level of details for your sales opportunity reports and

sales performance reports by sales rep, team or territory.

4、Loyalty & Membership Management

Using 8Manage FAS Membership Management , you can design your own membership and loyalty

programs to retain customers and promote additional businesses. 8Manage FAS Membership

Management can help you get closer to your high value customers and more effectively influence their

choices and behaviors.

WIN WIN

Opportunities

Presentation

Proposal

Negotiation

Won

Marketing

Support

Lead management


5、Customer Service ManagementIn 8Manage FAS’ s Customer Service, your customer is set-up as an 8Manage FAS external log-on

user. The users from the customer may view a list of Service Tickets that they submitted previously.

By clicking on links, they can view responses for individual Service Ticket.

All active Service Ticket are being tracked automatically. In the event a response is not received by the

customer within a preset period, an escalation email will be sent to the service reps manager.

Additionally, if the customer is not satisfied with the service response, it has the option to initiate the

escalation and an alert email will be sent to the service rep’ s manager and the service rep.

8Manage FAS Membership Management allows you to design different types of memberships and

privileges and it can automatically perform different levels of customer cares, record membership

points and notify members on special events, gifts and discounts. 8Manage FAS Membership

Management allows you to set promotion rules for different types of memberships in different

geographical locations and manage membership-related gifts, coupons and discounts. 8Manage CRM

Membership Management also provide mobile-app or web based member self-service to allows

members to view their transaction and accumulated point summary and use their points to exchange

the rewards that they want.

6

ProductConfiguration Service Desk Problem Mgmt Onsite Mgmt


Product Management2

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8Manage FAS product master includes all information such as cross-selling, up-selling pricing,

packaging, shipping, inventory for the selling of products. It also includes all information such as

historical price, manufacturer & supplier, UOM, minimum inventory, economic order and lead time for

the purchasing of products. It allows you to have real-time information of all your sales channels and

supply chains on one screen so that you can make timely decisions and take effective actions.

8Manage FAS helps you to deal with increasingly complex product requirements, channels and

transactions. It supports end-to-end business process of marketing, selling, purchasing and servicing

products. It provides you 2-way tracking capability of product to clients, channels, suppliers,

inventories, deliveries, acceptances, returns and services.

Shipment Service Performance

Supplier History Price History Price

Packing Return

Structure BOM PricingS

CRM SPM

BI

ProductMgmt.

Product Management


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1、Product Structures

8Manage FAS supports product type, product family and subfamily and component structures and

provides the following for you to manage your products:

• Product Master to allow you to define product types, families and subfamilies, brands, attributes and

pprices

• Product Component to allow you to define product component and material composition, bundling

aand costs

• Cross-sell and Up-sell to allow you to define relationships with other products and services

• Pick-Pack-Ship to allow you to define the lead time, storage, inventory, packaging and transportation

oinfo

8Manage FAS product structures allows you to deal with the multi-dimensional relationships and views

of your products and can be linked to your channel structure so that product information can be

aggregated and displayed according to your channel structure in real-time.

2、Product Catalog for e-Commerce

8Manage FAS supports product catalog for e-Commerce and O2O and can display product information

according to product type, family brand, promotion and on-sale on the website. After the product

information is being changed in 8Manage FAS Product Catalog, it will automatically push the changes

to the websites. 8Manage FAS Product Catalog can be combined with proper website work to generate

the following features and effects for your e-Commerce websites:

Toy

Plastic Toy Doll toy

Barbie Doll Little RaccoonTeddy Bear

HatGlovesCotton Scarf Eye&Hair

Inventory POPricing

Electnic Toy

Product Type

Product Family

Products

Components

Details


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• Highlight for special offer or hot sales

• Size guide and color options

• Tool for 360° view or zoom on product

• Video

• Social proof

• Review, rating and stats

• Availability info

• Add to cart button

• International pricing

• Payment methods

• Shipping options

• Return policy

• Social sharing button

• People liked this also liked

• Cross-selling

• Up-selling

8Manage FAS Product Catalog provides you the foundation to create your world class e-Commerce

websites.

3、 Product Bill Of Materials (BOM) Linkage to Sales, Engineering and Procurement

1

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ITEM NO. Defavlt/QTY.PART NUMBER111322122

123456789

1-54841M2-548BE51-85947A1-5698FR1-5235483-5610241-5235QQ7-VJ676D2-453FR2

DESCRIPTIONBodyCanopyTail BoomPow er UnitArm ElbowArm BoomSolidierSkiStair

110 1-6358F2 Rudder


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8Manage FAS provides the BOM functionality to assist your sales rep to sell your sophisticated

products so that your client and your sales rep can work together to iron out the desirable components

and materials of the products before mass production. During the sales negotiation, your client might

change the components and materials multiple times and it would be extremely useful that both your

client and your sales rep could clearly see the change impact to the price and delivery schedule each

time.

8Manage FAS allows you to control the BOM throughout the sales opportunity, contract and

engineering and procurement cycle even though the BOM changes can occur at any point of the cycle.

In each stage of the cycle, the activities, materials and costs are automatically linked to the BOM in

real-time with multi-version support to fully cater the following:

• During the contracting stage or even after the contract is signed, your client is still wanting to change

ttthe components or materials for business reasons

• In the engineering and procurement stage, it is possible that the engineering team decides to use

ttother components and materials to substitute and your sales rep will need the BOM function to

ttdisplay the exact changes and communicate back to your client

8Manage FAS allows you to manage the dynamics of the BOM so that you can provide your clients the

flexibility that they need.

4、Warehouse & Inventory


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8Manage FAS allows you to define the types, sizes and partitions of your warehouses and supports

the automatic unit-of-measure (UOM) conversion for the products and materials that have a different

UOM for storage and is able to track the locations and quantities of products and materials in

real-time.

To optimize return on asset, it is very desirable to have real-time data to help you manage your

inventory to the desirable level. 8Manage FAS provides you the real-time information and allows you to

do the following in real-time:

• Stock check • Inventory transfer

• Request-from-inventory • Receive-from-inventory

• Return-to-inventory • Set withdrawal rules

• Inventory accounting

Sales orders, purchase orders, manufacturing output and inventory information are linked so that

demand and supply information can be easily seen in real-time.

5、Product Performance

The power of 8Manage product performance analysis functions coming from its centralized

Product-Client-Sales-Support information model over a single database. It massively decreases the

time it takes to gather information and allows you to focus on analyzing alternatives and weighing pros

and cons. This allows you to spend time working on what adds the most value instead of dealing with


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Sales by Country

AU

2.0

1.5

1.0

0.5

0.0CN JP UK US

Sales by Sector

Bank

2.0

1.5

1.0

0.5

0.0Com Drug Edu Food

Sales by Major Client

ATS

2.0

1.5

1.0

0.5

0.0BP CM IBM UBS

Sales Over Time

Q1 Q2 Q3 Q4

2.0

1.5

1.0

0.5

0.0

8Manage provides product sales information to you in real-time. The sales performance information

can be displayed by client, industry or region. You are allowed to click on the information bar of each

screen to drill down to view the further breakdown information. For example, you can click on the US

information bar of the Sales by Country screen and request to view the further breakdown information

by product group or you can click on the Coffee information bar on the Sales by Product Group screen

and request to view the further breakdown information by coffee product.


Procurement Management3

8Manage FAS also support outsourcing management and allow you to manage the negotiation,

contracting, performance and finance of your outsourcing projects.

8Manage FAS supports comprehensive supplier management, procurement planning, purchase

requisition, purchase order, simple procurement contract, master-sub procurement contract,

deliverable inspection and acceptance, received, goods inventory and goods return and credit note

management based on the latest technology and allows your suppliers and contractors to closer

connect to your business and operations at anywhere at anytime. Using 8Manage FAS, you can

request and receive and your suppliers and contractors can generate quotations, sales orders, delivery

notices and provide services at anywhere at anytime.

Supplier Relationship

Purchase Operations

Finance

InvertorySupplier Self-services

eTendereProcurement eSourcing

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1、Supplier Management

One of the crucial steps in supplier management is the ability to locate the best supplier quickly and

have complete transaction history to support decision making. 8Manage Supplier & Procurement

Management provides comprehensive supplier information in the following ways:

• Profile information including general information, organization information, contact information, legal

i information, financial information and credential information

• Products and services offerings

• Interaction records and action items, and opportunities

• Transaction information including revenue records, contract and order information

8Manage FAS provides qualification management for new suppliers and performance management for

existing suppliers. The following information for each supplier is updated and displayed when each

transaction occurs:

• Derivation from standard price

• Rejection rate

An easy-to-use e-Survey feature is also provided to allow quick solicitation of the opinions of different

people in different departments about the performance of a particular supplier and the results will be

automatically aggregated.

• Late frequency

• Discrepancy in service level

eSe

rvice

s

Request eQuote ePO

ePurchase

ePaym

ent eInvoice eContract

eTe

nder


8Manage FAS allows purchase orders to be automatically generated from the purchase plan or

manually on the fly. It also manages pick-pack-and-ship, delivery and return as well as keeps track of

invoices and payments. The whole process has strong finance connectivity and purchase orders are

link to the budget, invoices are linked to account payable and payments are linked to the actual

expenditure of the department.

100% 1.2.3.

PurchaseRequisition

Purchase Plan

PO Generation

Approval & Acceptance

Invoices &Payments

Cash Flow Reports

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2、Procurement Planning

8Manage FAS provides tools for material planning, procurement planning and e-Procurements.

Different departments can use the following features to formulate different plans for their different

spending categories for :

• Identification of all items that need to be purchased and the ability to link items to a schedule for

iiimanaging the timing of the purchases

• Integration with the product inventory function to effectively avoid overabundance

• Directly linkage with Purchase Orders to reduce manual input and errors

• Management of fulfillments according to the plan and tracking deviations

• Automatic alerts during the entire purchase planning and execution process


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8Manage FAS provides the highest efficiency, fairness and control in tendering. Control rules can be

set upfront and the tender process will strictly follow the rules. Computer and network security is

achieved via security token, one-time password, bidirectional communication encryption, role-based

access control and audit trail.

8Manage FAS allows different tender natures to be defined in enterprise level and each tender nature

allows the following rules:

• Minimum and maximum # of suppliers

• Initial supplier selection is “sheer random” , “sheer manual” or “combination”

• Use of tender template to define and control document types and their access privileges

(e.g., Technical Evaluators can’ t view financial documents)

• Restricted to certain product items

• Restricted to certain supplier types

• Restricted to certain supplier qualifications and grades

• Restricted to certain submission methods

The tender nature rules are the topmost level of control. The rules associated with the tender nature

will be strictly enforced by the system for all the tenders of that nature.

8Manage FAS controls the minimum and maximum numbers of suppliers and whether they are

selected totally by random, totally by manual or certain number by random and certain number by

manual based on the tender nature. After the initial long list of suppliers is determined, the supplier

3、Tender Management


Tender Approval

Tender Budget Control

Minimum # of Supplier Control

Initial Supplier Selection Control

Tender Document&Issuing Control

Tender Opening Control

Tender Evaluation Control

Tender Audit Trail

Time scheduleand rules settings for tender

Automatic rating of suppliersand invitation for tender

Preparation and approvalof tender documents

Tender document releaseand on-line communications

Start-up or termination of tendersubmission from suppliers via extranet

Tender evaluation,automatic ratingsand announcement via extranet

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selection team must input the selection criteria and score the suppliers accordingly. After the short list

is determined, the supplier selection team must submit the short list for approval in order to become

official.

8Manage FAS allows the tender responsible persons to set the control on the tender document

reviews and approvals. Tender documents and their amendments can only be sent to suppliers after

the approval of the Issuing Committee. Tender documents can be sent to suppliers via supplier

website, email, regular mail or hand delivery and issuing history will be automatically logged by the

system.

For Request for Quotation, the Tender Evaluation Team can choose having the system to do the

automatically scoring. For Request for Proposal and Request for Information, the Tender Evaluation

Team can use the 8Manage FAS Question & Scoring Tool to design the Questionnaire which will be

automatically scored after each participating supplier fills in its answers. The Tender Evaluation Team

can also choose to manually score each tender response by entering the criteria and their weights into

the system and then do the manual scoring. In any case, the system will summarize the total score for

each supplier and rank all the participating suppliers according to their total score. After knowing which

participating suppliers have the passing score and which ones don’ t, the Tender Evaluation Team can

then decide to do the negotiation next or skip the negotiation process and directly recommend a

number of top ranking suppliers for the final selection.

If the Tender Evaluation Team decides to conduct the negotiation, the team members can use the

8Manage Multi-Party Negotiation Tool to discuss with each supplier individually. The negotiation can

be done in real-time or post-and-wait-for-response. All discussion information will be logged and can’ t

be deleted. After the negotiation is done, the Tender Evaluation Team can update each supplier’ s

scoring and then recommend a number of the top ranking suppliers for the final selection.

The tender responsible persons can set the rule to mandate the Tender Evaluation Team to do the risk

assessment for the recommended suppliers. The Final Section Committee can review the scoring

details of each recommended supplier, its associated risks and other business factors such as other

business partnerships and then make the final decision. After the final selection is done, 8Manage FAS

will automatically send out notice to the winner and the losers based on the pre-defined notice letters

defined by the enterprise.


The project team members can submit their deliverables anywhere at anytime and activity and project

status will be updated automatically in real-time. The biggest benefit of the automatic status update

based on deliverable submission isn’ t saving manual operation to update but the accuracy and

timeliness of information for accountability management for the project.

The comprehensiveness of functionality, real-time project information and strong tracking of status and

accountability make 8Manage FAS ahead of a lot of project management tools on the market.

8Manage FAS supports all 9 areas of project

management defined in PMI PMBOK® using

modern technology on mobile internet. This

al lows the project manager to view the

selective elements (activities, resources,

deliverables, dependencies, cost items and

change items) of the project on one screen in

real-time. This also allows all project team

members to view the most up-to-date project

plan associated with the latest change and

status update in real-time.

Project Management4

ScopeManagement

TimeManagement

CostManagement

QualityManagement

CommunictionManagement

HRManagement

RiskManagement

ProcurementManagement

IntegrationManagement

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1、Scope & Requirements Management

8Manage FAS provides Real-time Display Components for analyzing and displaying requirements

management information.

2、Time Management

8Manage FAS automatically tracks time and progress for each project activity and deliverable. The %

of complete of lower level activities and deliverables are automatically aggregated up to the higher

level activities. Overdue activities and deliverables are flagged and alert messages will be sent to the

affected stakeholders. 8Manage always keeps track of original scheduled time, latest scheduled time

and actual completion time and highlights the discrepancies.

PM

Backlog (Not finished change request counted by severity). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Average Age (Average age of the not finished change request). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

In vs Out in Last 30 Days . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

0 40 80 120 160 200

Any Cost:

Preempt:

Gradation:

Yield:

0 70 140 210 280 350

Any Cost:

Preempt:

Gradation:

Yield:

0 20 40 60 80 100

Any Cost:

Preempt:

Submitted:

Finished:

Request Action 1 Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

None

Overdue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61 Change Request Change Request Responsible Person Overdue

Due in the Next 7days. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . None

3092 CR add apolicy to restrict wh...

3098 when modify the password o...

2999 PM:Can't modify the Plan St...

3224 project commitment serch

3225 Project-cost-EV

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Requirements Request

My Attention Enterprise Project Change Request Admin


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8Manage FAS can also keep track of multiple baselines (versions) of the project plan.

3、Revenue & Cost Management

8Manage FAS provides the comprehensive revenue & cost budgeting & tracking functionality at both

activity level and project level and the full traceability of project revenues with sales orders and

contracts and project costs with timesheets, expenses, PO, invoices and payments.

Order Project Contract

Reports Payment Invoice

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10

8

6

4

2

02009 2010 2011 2012 2013 2014

Revenue Report

8Manage FAS provides the following project accounting functionality

• Project-defined revenue & cost classifications linking to COA

• Automatic revenue calculation based on sales orders & contracts

• Automatic client invoice generation based on payment terms in orders & Contracts


My Workbench Enterprise � Bussiness AdminTime Management

2016 Apr 30

2016 Mar 10

2016 Mar 10

2016 Mar 08 Finished2015 Dec 01

Finished2015 Jul 12 2015 Nov 302015 Nov 30

2016 Mar 10

2016 Dec 28

2016 Sep 17

2016 Dec 28

2017 Jun 20

2017 Jun 30

Not Yet Due

Not Yet Due

Not Yet Due

Not Yet Due

2015 Jul 12

2015 Dec 05

2016 Mar 15

2016 Mar 15

2016 Apr 30

2016 Dec 31

2017 Jun 24

WBSStart Finish

StatusPlanned Actual Planned Actual

Requirements

Design

Construction

Front End

Back End

Testing

Acceptance

Overdue

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• Automatic labor cost calculation based on timesheets

• Automatic procurement cost calculation based on PO & contracts

• Automatic expense calculations based on expense reports

• Automatic checking supplier invoices against PR and PO

• Invoice aging and overdue management

• Invoice and payment linkage

• Automatic and real-time revenue & cost aggregation

• Budget variance detection and reforecast

4、Quality Management

8Manage FAS provides Quality Metrics to allow the project manager to set measurement target and

gauge the incremental and final deliverable qualities. 8Manage also allows the project managers to set

different policies to enforce Review & Approval for controlling qualities during deliverable creation and

finalization.

8Manage FAS Reality Check can be used to detect process issues and deliverable quality issues and

Real-time Dashboards can be used to disseminate Quality Metrics, Review & Approval and Reality

Check information effectively at real-time so that quality problems and achievements can be seen by

everyone at the earliest possible time.


View Status Summary >>





OEMS Re-engineering

OEMS FE AP Adaptation

OEMS FE Pan-Europe Adaptation

OEMS FE USA Adaptation

OEMS FE Worldwide Rollout

5 Projects found.

Dashboard： Excutive Attention

Schedule Cost Quality & Control

Not Yet Planned Planned of Partially Planned,but Yet Started Progressing May Need Attention Definitely Need Attention

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5、Communication Management

8Manage FAS automates the following for project communications:

• Automatic Alerts & Notifications • Automatic generation & delivery of Weekly Status Report

• Real-time Chat • Discussion forum

• Reality Check

8Manage FAS supports Iterative Reviews & Acceptance of deliverables to support the short iteration

needs in communication for complex problem-solving. 8Manage FAS also facilitates Structured

Interactions and provides real-time information, allowing teams to make informed decisions.

The most powerful communication tool in 8Manage is its Data Agility & Preciseness that help projects

tremendously reduce miscommunications and enhance teamwork & effectiveness.

6、Resource Management

8Manage FAS provides features for searching, requesting, allocating and tracking of resources in

multiple sites, groups, projects and activities. 8Manage also provides advanced resource management

features such as project-defined resource roles and resource leveling.


Request

EIM

Work Flow

Notification

Operation

Activity

Deliverable

Communication

Contextoriented

chat

Commitment

Survey

ForumE-mail

RealityCheck

BBS

SMS

Approval

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8Manage FAS Resource Management features include:

• Automated resource search across sites & groups based on skill & availability

• Facilitating & tracking of resource provision, allocation & utilization

• Resource allocation automates cost estimating & budgeting

• Comparison of resource planned vs. actual utilization

• Automatic detection of overloaded & inadequate resources

8Manage FAS also provides rich resource planning and utilization reports so that you can analyze

resource provisioned vs. allocated vs. actual at deliverable, activity and project levels over time.

7、Risk Management

8Manage FAS automatically detects Systemic schedule, cost, resource and quality Risks and their

impacts and extrapolates the ultimate impacts from existing impacts so that people can see the

severity of the damages if the risks aren’ t properly managed.


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8Manage FAS also provides an integrated Risk Register for recording user-identified risks and tracking

them from start to closure. In Risk Register, each risk is classified and evaluated from low to high

chance of happening and from low to high impact before and after the identified actions are taken so

that people can easily the effectiveness of their Risk Medication actions.

8、 Issue Management

8Manage FAS supports raising, assigning, acting, tracking, escalating and closure of issues at activity

and project levels and allows the linkages of issues to risks, change requests and actions. 8Manage

provides Issue Map to allow the user to walk through the linkages surrounding an issues. Escalated

issues will be marked in RED and the person(s) that the issue is escalated to must acknowledge the

escalation. Issues raised in lower level activities are automatically aggregated up to their upper level

activities and to the project.

Influence

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1

1

2

1

1

1

1

1

111

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After Action

High Negative Medium Negative Low Negative Low Positive High PositiveMedium Positive

DefiniteHigh

MediumLow

Never

Before Action

DefiniteHigh

MediumLow

Never

Influence

High Negative Medium Negative Low Negative Low Positive High PositiveMedium Positive


change request

risk register

action item

It can be non-issue

It can be change request

It can be a risk

It can be an action missing

Someone raisedan issue

issue closure

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9、Change Management

8Manage FAS provides Change Request to allow the user to record and manage changes. Each

Change Request contains the following information:

• Discovered In • Plan

• Work Order • Resolution

• Impact

Each Change Request can be in one of the following states:

• Assigned • Accepted responsibility

• Submitted proposal • Submitted resolution

• Accepted resolution • Closed

A Change Request can be applied for change information logging during the project WBS is being

changed and the change impact information will be associated with the Change Request permanently.

When people need to find out the change impacts of a particular Change Request or set of Change

Requests, they can enter the Change Request number(s) to the system and the system will provide

the change impact information.


Control Check-out

Reporting Edit

Requests Check-in

Financial Management5

8Manage FAS directly connects to each revenue (POS, phone orders, e-Commerce and contract) and

cost (payroll, expense report, purchase, project and investment) transaction and can instantly update

income statement, balance sheet, cash flow statement and account receivable and account payable

reports.

8Manage FAS can also trace each revenue or cost transaction with its associated campaign,

opportunity, sales order, purchase order, contract or project and perform management accounting and

allow the business managers to see the cause-and-effect relationship of each business event to the

profit & loss, asset & liability and cash flow of the business unit and its lines of business or parent

company.

8Manage FAS suppor ts fu l l f i nanc ia l

managemen t f unc t i ona l i t y i nc lud ing

budgeting and expensing, asset and liability

accounting, account receivable and account

payable tracking and financial statement

generation (income statement, balance

sheet and cash flow statement).

26

t

e


pos Phone order eCommerce

Revenue

Cost

Contract

ExecutivesFinacial Operations

Payroll Purchase Project Investment

1、Income Statement, Balance Sheet & Cash Flow Report

2、Budget & Expense Management

Even low-end PC today has sufficient computing power to generate Income Statement, Balance Sheet,

Account Receivable, Account Payable and Cash Flow reports for an enterprise every day or every

hour. The only reason that an enterprise cant generate the up-to-date reports every day, week or even

month because it lacks financial connectivity in its business and operational processes. The manual

interaction model that people accustom to prohibits the financial connectivity even the modern

computer hardware and software are geared to provide the level of connectivity needed for agile

financial information.

Using the 8Manage FAS Financial Connectivity model, an executive is allowed to view any of the

financial reports mentioned above of any organization in real-time. The system will automatically

aggregate from lowest organization to the top most organization in real-time and automatically

eliminate inter-company transactions at the same time. Besides fast generation of financial

information, the system also allow real-time drill down of information.

8Manage FAS provides organizational Revenue & Cost Budgeting & Tracking capabilities to ensure

the assembly and dissemination of information across organizational units and legal entities in

real-time. An organizational units Revenue and Cost Budgeting and Tracking is linked to its sales

orders and contracts, purchase orders, project accounting, staff planning and cost, invoices, expense

reports and payments. The budgeted and actual numbers always reflect the latest reality and the user

can click through the numbers and view the items compose them in real-time.

27


Group

Topmost Group

Company 1

Businese Unit 1

Businese Unit 2

Company N

Businese Unit A

Businese Unit z

…

Show Mgmter Detats

Show P&L

Show Balance Sheet

Show AR

Show AP

Show CashFlow

_

8Manage FAS supports the Total Budget Management concept and allows each line of business to

perform its business volume, price and cost estimation based on the structure and granularity of its

products, channels, operations and market segments. The budget can be further divided into high,

medium and low versions and reforecast can be done each month (1+11, 2+10, 3+9, … ) after the

original budget is done or approved.

3、Marketing Financial Management

Marketing strategies should be creative but must have built-in reality checks to guide their execution.

Built-in reality checks can include things such as eSurvey and incremental return management.

8Manage embeds financial connectivity in its following marketing management models:

• Marketing budget planning & tracking

• Marketing return management

• Campaign (including eDM and eSurvey) management

Budget (Approved+Forecast)

Operating

USD＇ 000

Capital

Equipment

Equipment

T&E

Depreciation

Facility

Labor

Indirect

2015

Q1 Q2 Q3 Q4

3,800+0

3,000+0

3,800+0

3,000+0

800+0

211+0

989+0

3,900+0

3,000+0

900+0

316+0

984+0

4,000+0

3,000+0

1,200+0

316+0

1,284+0

4,400+0

3,800+0 5,200+0 5,800+0 6,000+0

3,000+0

1,400+0

316+0

1,284+0

Marketing Strategy

Strategy

Research

Innovation

Vision

Marketing

Teamwork

Growth

Financial Connectivity

Return Management

RealityCheck

rati

quip

quip

I

28

With embedded marketing finance connectivity, 8Manage can help executives and marketing

managers to track detailed return in terms of leads, qualified leads, referrals, increased POS

transaction amount, new order/contract revenue amount and improved brand name recognition based

on before and after e-Surveys.


Ope

Eq

Eq

e

q

q

BudgetApproved Forecast

Enterprise

Company A

Company B

Business Unit 1

Business Unit 2

USD＇00057,000

38,000

22,000

19,000

16,000

8,600

6,400

0

2,200

6,400

Operating

29

4、Sales Revenue Management8Manage FAS can establish high connectivity to the real-life sales activities using the following

transaction models:

• Retail transactions captured by Point of Sales (POS) systems

• Retail or wholesale transactions captured in sales orders (including phone & e-Commerce orders)

• Retail or wholesales transactions captured in sales contracts

All sales transactions can be captured in real-time and information will be immediately available to

financial operations and business departments for planning & execution purposes. The sales

transaction information will be automatically linked to the sales finance management practices that the

financial operations and business departments have chosen to use such as below:

• Revenue planning and quota management by individual group, sector/region and enterprise

• Opportunity finance and pipeline management

• Repeated revenue management

Re-forecasts (e.g., 2+10, 3+9, … , 11+1) can be automatically done based on the formulas already

setup.

POS Transactions Phone order eCommerce Contract

Business Transactions

Strategy & Operations

Purchase Planning & Exctcution


30

5、Cash Management

8Manage FAS tracks all cash accounts, investment accounts, sales orders/contracts, purchase

orders/contracts, project accounts, employee payroll and tax accounts, invoices, expense reports,

loans and payments of each organizational unit and aggregate information to generate cash flow

report for the period and organizational structure that the user requests in real-time.

8Manage FAS allows the user to track invoices received, generate payment requests and obtain the

proper approvals. The approved payment requests will be automatically forwarded to the account

payable for payments. 8Manage can also generate various accountable payable reports in real-time.

8Manage FAS allows the user to track sales order fulfillment statuses, project progresses and

contractual payment terms to generate invoices to bill clients. Integration with front-line project

management and delivery systems and automated workflow notifications accelerate billing process to

improve cash performance across the enterprise.

Search

Add Cash AcoounBalances :

Aggregate Up:

Curtency: HKD

Show By:

Groups:

Starting Cash :

Mrsting Group

ouster 2013 1 2013 4

HKD 200000

cash inflow

cash in hand

cash outflowInvciced Amount

2013

Q1

Starting Cash (a)

Acoount Receivable (b)

Acoount Payble (c)

Ending Cash (a+b-c)

20,000,000

19,816,272

35,153,567

4,183,566

Q2

4,432,705

10,024,757

6,203,169

8,254,492

Q3

8,254,292

0

12,071

8,242,221

Q4

8,242,221

0

0

8,242,221

Total

N/A

29,816,272

41,153,567

N/A

Supplier

ApprovalPaymentPersonal

ApprovalPayable Acoourt

Payable

Total Amount(Past 1 Year)

Not Yet Paid Amount(Past 1 Year) Status

1 Activegrid Kitchenware HKD 434,100.00

0 ECL Food Supplier

0 Eoonmical Food

1 Newplan design(shenzhen)Ltd

1 PSIG Kitchan Equiprment

Louis Vuitton

Chane

HKD

HKD

HKD

HKD

HKD

HKD

279,140.28

23,000.00

60,000.00

20,000.00

3,146,514.95

1,473,664.65

HKD

HKD

HKD

HKD

HKD

HKD

300,000.00

77,979.00

0.00

0.00

0.00

0.00

747,625.00

HKD

$$$$$


31

6、Asset & Liability Management

8Manage FAS allows each unit to manage its different assets and liabilities and information can be

aggregated in real-time according to the defined administrative or business structures of the

enterprise. It provides facilities to capture, track and report movements and changes of the following:

Cash Account:

8Manage FAS supports different types of cash accounts such as saving, checking, money market,

certificate of deposit, cash on-hand and petty cash and automatically keeps track of their

deposits, interests, dividends and withdrawals and computes their Internal Rate of Return (IRR) in

real-time.

Account Receivable:

8Manage FAS can automatically generate invoices based on the payment term and delivery

information in client orders and contracts and tracks account receivables.

Prepaid:

8Manage FAS supports pre-payments, accruals and actual payments and keeps track of all

pre-payments as current assets.

Inventory:

8Manage FAS can perform inventory accounting and re-compute inventory values in real-time.

•

•

•

•

R

ASSET &

LIABILITY CUR

REN

T AS

ST

Cash Account

AccountReceivable

Prepaid

Inventory

Fixed Asset Intangible

LongTerm

Investent

Long TermLending

Liability

Owners＇Equity


32

8Manage FAS also allows the user to generate the Balance Sheet for any unit according to any of the

defined administrative or business structures in real-time. The most up-to-date asset and liability

information will be aggregated from the lowest level units to the specified unit in real-time.

Fixed Asset:

8Manage FAS allows the user to define different types of fixed assets and computes their salvage

values based on the selected depreciation methods in real-time.

Intangible Asset:

8Manage FAS allows the user to define different types of intangible assets (e.g., patent, goodwill,

trade name) and automatically tracks their book values and expiration dates.

Investment:

8Manage FAS supports short and long term investments in bills, notes, bonds, stocks, warrants,

mutual funds, options, futures, foreign exchanges, commodities and company acquisitions and

automatically keeps track of their payouts and returns and computes their Internal Rate of Return

(IRR) in real-time.

Lending:

8Manage FAS allows the user to define different short and long term lending types (e.g., sales,

employee) and keeps track their payouts, interests, dividends, returns and computes their Internal

Rate of Return (IRR) in real-time.

Accountable Payable:

8Manage FAS keeps track of invoices received and automatically generates payment requests. It

also keeps track of payments and unpaid invoices.

Payroll:

8Manage FAS automatically computes payrolls for different type of employees at different defined

pay cycles and automatically keeps track of wages payable.

Liability:

8Manage FAS allows the user to define different short and long term liability types such as taxes

payable, warranty liability, unearned revenue, notes payable and bonds payable and automatically

keeps track of their liability amounts, interests and paybacks.

Owners ‘ Equity:

8Manage FAS allows the user to define different types of Owners ‘ Equity such as fund, common

stock, preferred stock and retained earning and automatically keeps track of the equity amounts,

# of shares, equity amount withdrew, # of shares withdrew, remaining equity amounts and

remaining # of shares.

•

•

•

•

•

•

•

•


HCM6

8Manage provides the tools necessary to meet and exceed your immediate HCM needs including

Recruitment, Employee Records, Attendance & Utilization, Compensation & Payroll, Benefits, Training

& Performance, Leave and Employee Self-services; the automation it provides gives you better

efficiency and control. More importantly, 8Manage provides you the framework to manage Group

Learning & Information Capital, Structured Collaboration, Process & Execution Discipline and KPI &

Commitment Management. With 8Manage, your immediate needs will be met; your core competence

will increase; and you will be able to manage and develop your human resources to their fullest

potential. All of which will enable you to enjoy long-term competitive advantages.

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PAYROLL

e

Interview App

Organization Planning

Requisition & Interview

Employee Record

OrganizationMgmt

Work/Life BalanceBenefitsRetirementCompensation

Offer & Contract

Requisition & Interview

Background Check

E-learning

Attendance Mgmt Training Mgmt

Talent Mgmt Payroll

PerformanceMgmt

Utilization MgmtKnowledgeMgmt

Succession Mgmt

Career Mgmt

Collaboration Mgmt


HCM

InappropriateMost appropriate

1、Recruitment Management

8Manage FAS provides a framework for analyzing and planning future human capital based on the

organization’ s business strategies and plans, which also allows the HCM department to communicate

with all other departments to assess their needs.

2、Employee Record Management

8Manage FAS can capture comprehensive employee information. Flexible user-defined fields and

pages are supported to supplement specific information. Different privileges are authorized for

employees , managers and HCM staff to real-time update and search employee information.

8Manage FAS helps formulate recruiting plans for each department. Hiring managers, HCM managers

and recruiters can all see how the recruiting progress compares to the plan. All relevant parties will see

the exact same information in real-time.

8Manage FAS provides a recruiting portal to allow departments to post jobs and to allow candidates to

submit resumes electronically. It will help each department to build up its resume library, screen

candidates and schedule interviews.

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8Manage FAS helps to manage employees’ skill set, workload, effectiveness and business values.

For the employee’ s career development, 8Manage FAS records employees’ previous employment

information as well as their job functions, remunerations and promotions of their current employment.

3、Compensation & Payroll Management

8Manage FAS establishes an overall and automated control mechanism to allow HCM to manage

different methods of compensation including user-defining compensation types, automatic calculation

for compensation change rage and linking with payroll calculation.

8Manage FAS Payroll comes with pre-set payroll settings for immediate use and with visual payroll

settings for future modifications. If the labor or tax rules change, the payroll manager is able to change

the payroll calculation formulas. The visual payroll settings, version control and the audit trail allow the

payroll manager to make changes in the deduction formulas in a controlled setting without the

involvement of IT.

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$

$ $

8Manage

Base Salary

Bonus

Benefits Social Insurance

Paid Vacation

Stock Appreciation


4、Attendance & Utilization Management8Manage FAS provides a powerful out-of-the-box timesheet facility to allow the recording and tracking

of employee’ s attendance. It also provides the user with a framework to create a clock-in /out device,

if any is necessary in your environment. The attendance data from your clock in/out device can go

automatically and directly into the 8Manage database without the risk of human manipulation of the

data.

5、Training Management

8Manage FAS catalogues employees’ skills information, identifies their skill set gaps and develops

training and development plans. It helps to manage training requests and approvals, tracks the training

activities, costs and results, even links the training results as an object in employee performance.

8Manage FAS helps to manage employees’ time for operation and project work. Employees’ planned

workload can be easily seen during resource allocation or at anytime. Resource utilization reports

include:

• Resource time and cost

• Program and project resource histogram

• Program and project skill set gaps

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• Resource allocation and actual utilization

• Program and project FTE analysis


8Manage FAS also provides a verification mechanism to ensure that the training activities are properly

performed and that the training results are truly achieved. After the verification is complete, the

employee’ s skill set information will be updated and the training record will become part of the

employee’ s permanent record.

6、E-learning Management

8Manage FAS E-learning allows your organization to put training courses online and your HR

department and your managers to set different categories of employees mandatorily and/or

discretionarily to take different online courses for the pre-defined periods.

37

l id ifi ti h i t th t th t

Team Management

Project Management

Business Skills

Orientation Training

Enterprise Strategy

Training Schedule

Employee Demands

Training Cost


38

8Manage FAS E-learning provides your organization the following features:

• E-learning training plan development

• Online exam development

• Employee request for e-learning

• Employee online exam

• Automatic scoring of exam

• Re-exam management

• E-course content management and upload

• Course schedule (to entitled employees) announcement

• Individual e-learning progress management

• Randomly selection of questions from question pool

• Present exam result

• Drop-out management

7、Leave Management

HCM administrator can define and redefine different leave types as needed in 8Manage FAS. Each

leave type contains user-defined calculation methods for allocated or accrued amounts, carryover

allowance and advance allowance based on corporate levels and/or services time.

A leave workflow is organized for HCM administrator, employees, and managers. Leave balance

information and individual leave calendar are also provided to allow employees to manage their work

during their absence.

Various bulk actions is allowed to adjust employee leave data in large quantities. It also provides group

leave calendars and leave reports in real-time. HCM and line managers can easily access the most

up-to-date leave information in their group at any time.

Vacation Maternity Personal Day

Floating Holiday SicknessDisability


39

Additionally, its enrollment component allows the plan manager to record enrollment and manage

terminations and renewals. The payment section allows the plan manager to record pay-in and pay-out

information.

9、Performance Management8Manage FAS provides a framework for setting performance objectives, incremental measures and

feedback and conducting final appraisals. It supports the following major features:

• Management By Objectives (MBO)

• Multiple review cycles

• Automated performance scoring

• Approval flow and verification

• Balance Score Card (BSC)

• Real-time performance feedback

• Single or multi-reviewers or 360 degree review process

8、Benefit Management

8Manage FAS provides a framework for managing employee benefit plans, with the ability to handle

increasingly complex benefit plans.

8The plan manager can define different types of benefit plans for different jurisdictions. User can

access the details of benefit plans including pictures and brochures. An estimation tool allows the plan

manager to calculate the costs to both the employer and the employee over time.

Health Medical

Dental

Vision

Disability

ESP Retirement Life


10、Employee Self-service Management

40

Employee A

8Manage FAS can automatically provide incremental feedback to help both the reviewer and employee

see the gap between the objectives and the actual incremental results and develop strategies at the

earliest possible time to improve the final results.

8Manage FAS provides a customizable Personal Workbench facility and a My Attention facility to help

each employee track work items that require actions.

The E-Calendar are also provided for each employee to plan and follow-up their working schedule.

8Manage FAS provides employees with the following types of self-services:

KPI Evaluation

Balanced Scorecard

360°Assessment

Comprehensive & Flexible

• Organization Information Lookup

• Expense Report

• E-learning

• Leave Request

• Review Benefits, Leave, Performance and Payroll

• Delegation Management

• Announcement Receipt

• Timesheet Submission

• Training Request

• Benefit Enrollment

• Equipment Request

• Discussion Forum

• Update Employee’ s Personal Info


Office Automation & EDMS7

41

8Manage FAS has the new generation office automation functionality which automatically connects to

CRM, HCM and PM enabling the underlying data to interlink with each other.

8Manage FAS provides a generic form and user-defined workflow facility to allow users to create

different notification and request forms for reviews, comments and approvals. It also provides the

Employee Portal for each employee. In the Employee Portal, the employee can access to different

facilities such as:

• Office Equipment Request

• Parking Permit Request

• Facility Request

• Award Nomination

• Off Hour Building Entry Request

• Transportation Request

• Book Borrowing & Returning


1、My Attention

8Manage FAS allows each employee to define his workbench with which he can select real-time

display components that are related to his work area.

• To Define Workbench

8Manage FAS allows each employee to define his workbench and its components so that they

can directly carry out their work in the workbench after log-in.

• Work Task Assignment, Calendar and Alert

8Manage FAS allows each employee to assign the task. When the work plan is arranged on the

personal e-calendar, the system will accordingly inform you by sending alert or notification to

make sure that each task will not be missed.

• Real-time Assignment Condition (my subordinates and me)

8Manage FAS allows employees to track how the assignment is run by the work calendar in

real-time and the supervisor can check how the assignment and performance status of the

subordinates.42

My Workbench Enterprise Businese Admin

List Approval Project Business Task Cost Problem Risk


8Manage FAS also provides a powerful Electronic Document Management system which supports the

following:

• Folder management

• Inter-company approval flow

• Version management

• Full text search

• App-and-browser-based access

• Intra-department & inter-department approval flow

• Document library template

• Concurrent authoring control

• User-defined navigation flow

• Problem Management

8Manage FAS provides an issue management mechanism, supporting the whole process from

employee’ s raising the issue, accepting the issue assignment, submitting a proposal to resolve

the issue to closing the issue. 8Manage FAS has clear issue mgmt steps to promote efficiency

and encourage the employees to put up their issues and solve them as soon as possible.

43


2、Form and Flow Management

8Manage FAS provides a Generic Form and User-defined Workflow facility to allow users to create

different notification and request forms for reviews, comments and approvals. It also provides the

Employee Portal for each employee. In the Employee Portal, the employee can access to different

facilities such as:

• Office Equipment Request

• Service Request

• Parking Permit Request

• Facility Request

• Award Nomination

• Office Change Request

• Special Interest Group Registration

• Visitor Registration

8Manage FAS also can search and account the form by its type, requestor, and/or request time.

8Manage can also calculate the sum, average, max and min of the form values.

User-defined

Search &Account

• Material Request

• Off Hour Building Entry Request

• Transportation Request

• Book Borrowing & Returning

• Internship Request

• Mail Stop Change Request

• Lost & Found Registration

• Complain & Suggestion

Full-text Search

Employee Portal

4、Inter-department and Inter-company Document Approval Flow

Similar to the intra-department document approval flow, the user can define inter-department and

inter-company document approval flow. Users from different departments and companies can do

approval via login, email or smart phone.

3、Intra-department Document Approval Flow

8Manage FAS allows the user to define multi-stage document approval flow and with multiple steps in

each stage. 8Manage also allows the user to specify what stages and steps will be executing in

parallel and what stages and steps will be executing in serial. The user can also define when an

approvers rejects the document, the re-approval will start from the beginning or the rejection point.

44

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5、Document and Knowledge Management

8Manage FAS provides a thorough system to manage documents by putting them in different libraries

and files, allowing users to keep files in order and compile them into indices. 8Manage also offers a

mechanism for the users to check in, check out and control document versions. This document

management system can be used both as a separate module and as a joint one connected with other

modules. For example, it allows a connected library to be created automatically when adding a new

contract or a new project by relevant policy settings, further continuing to use the same file settings of

the pre-defined library templates. Moreover, it supports to instantly move the documents from any

contract or any project into a library and the relevant document link of the contract or the project will

automatically be updated.

6、Online Survey

8Manage FAS supports customized content and scope of online e-Survey, and to support the

automatic analysis and query as well. 8Manage online e-Survey can be used for customer behavior

survey, to collect employee comments and the confidence of project members.

8Manage FAS also supports the function of classifying knowledge, allowing users to compile

documents into indices and search for them by knowledge classifications, which can be pre-defined in

enterprise policies.

45

DerivativesNetwork

Web 3.0

Java

Symmetry


8Manage FAS also provides many other convenient features of online survey , including the

maintenance of enterprise survey database, anonymous surveys, repeatability investigation, automatic

investigation, investigation of reminder message and so on. These functions help users handle the

e-Survey easier.

46

8Manage online e-Survey may be used for the following tasks:

• Investigation of customer behavior

• Investigation of customer satisfaction

• To collect feedback of clients on any market activities

• To collect feedback of clients on new products or services

• Collection of employees’ views on the (new) management system

• Collection of the annual evaluation on other employees or departments

• Collection of the learning and training needs of employees

• Survey the evaluation of project members on plan completeness and operability

• Survey the confidence of project members on task schedule

• Survey the appraisal of project members on project management

CustomerBehavior

Team Confidence

Product Popularity

Customer Satisfaction


8Manage FAS

www.8manage.com

Wisage Technology is an international software product company with clients in many countries and regions, including the U.S., Canada, China mainland, Hong Kong, Macau, Taiwan, Malaysia and Singapore. Al l i ts products are mobile internet ready and can be accessed with IE, Firefox, Safari and Chrome browsers and we also provide different apps on Android and iOS. It offers perpetual l icenses for all regions and SaaS in certain regions only for the following products:

Emailing [email protected] , or calling +1-415 802 2172 or +852-81410396 .

8Manage eExpense : Web & Smartphone Expense Report System8Manage eLeave : eLeave & Leave Management8Manage eTimesheet : Web & Smartphone Timesheet System8Manage eLearning : Advanced eLearning System8Manage eSurvey : Easy-to-use eSurvey System8Manage eDMS & KM : eDocument & Knowledge Management

8Manage CRM : Mobile Internet CRM8Manage SPM : Supplier & Procurement Management 8Manage Simple PM : Simple to Start & Extend PM 8Manage PM : Advanced Tool for Project Planning & Execution 8Manage PMO : High Performance PMO 8Manage Finance : Strong Connectivity with Businesses & Operations 8Manage HR : Human Capital Management 8Manage OA : New Generation Office Automation 8Manage BI : Point-and-click BI 8Manage O2O : B2C, B2B, eExchange, eSettlement & eERP 8Manage FAS : Knowledge Enterprise Full Automation Suite 8Manage eERP2 : Manufacturer eERP2

8Manage FAS · 2019-07-25 · 5、Customer Service Management In 8Manage FAS’ s Customer Service,...

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