Human Resources
The Human Resources solution template comes with the basic features that every HR department needs. Implemented as a SharePoint collaborative portal site, it manages the entire employee life cycle from candidate interviews to annual appraisals. The heart of the template is in the ability to enter and manage data about each employee and link that to the typical interactions with an employee. For example each request for vacation time can be routed through an approval workflow process and the result of that approval stored as scheduled leave time. Annual appraisals can also be created and routed for approvals of both the content of the review and any increase in remuneration or recommendation for a change in employee status.
Marketing
and Sales
The Marketing and Sales template allows an organization to quickly implement a SharePoint portal to help users in the Marketing and Sales organizations to more effectively collaborate in numerous ways. The Customer Management sections allow users to maintain a list of customers and each interaction with them. This allows for a central point where all customer information is maintained and managed. If a problem exists with a customer, then the status of the support issues can be input and tracked so that if management has scheduled a meeting with the customer, they can be easily updated of the status of the issue before the meeting and prepare answers prior to the customer addressing any concerns at what had been thought to be a casual lunch meeting. The site can also help the marketing department to manage prospects and identify opportunities so that the sales team can readily see where they might be most effective in targeting specific people or departments. The portal can also allow the sales team to keep track of their successes and lost opportunities so that their management can review whether they have the resources they need and how effectively these resources have been utilized. Numerous reports can give supervisors, managers, and VPs the information they need to make effective and timely decisions that can make the business more efficient and profitable.
Accounting
The ultimate goal of every company is to maximize profits while insuring that their existing customers are satisfied and are eager to maintain their business relationship. With that being said, the accounting portal template provides a way to make use of features of each of the other templates to provide needed services to the accounting department. By integrating with the HR template, employee payroll information can be generated and used to create paychecks for the employees. From the Marketing and Sales module, invoices can be generated for your customers. All of this information is maintained in a secured document repository so that all paychecks and invoices are available for review in an easily accessible document repository that gives the accounting department the tools it needs to answer any questions it might receive in a fast and efficient manner, essentially allowing the employees to return to their duties without impacting their demanding schedules.
