Workload Management

OneBusiness Workload Management

What is workload management?

Workload management is sharing the workload among the team members. WLM can help you to get an insight into the utilization and performance of your resource. You can measure individual KPIs. OneBusiness WLM exactly does that in a well-integrated module within the OneBusiness.
The following transactions can create an automatic work item and assign resources with the configured business rules.

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We can identify multiple resource names for a business rule. The system will keep assigning the work items to employees who have less than six tasks at a time. If all staff have more than six work items, the system will give them to the Manager. The Manager can manually set it to any other team later.
The WLM task dashboard will provide the status
OneBusiness guides the user with sub modules like workload dashboard, work items, my tasks and task view
In our OneBusiness, the workload management dashboard has many features that help the user understand the concept of workload. For Example, OneBusiness provides a dashboard page containing daily, weekly, and monthly project and task roles for every employee.
For Example, when I select a project and it automatically shows the project status and the task list and employees assigned for that specific project and in progress and ongoing tasks, as shown in the below image

Business Rules for Automatic assignment
OneBusiness provides you with a configuration feature to maintain the business rules for automatic resource assignment. Also, the option to assign it to the Manager if the staff are overloaded over and above the set threshold limit.
Correspondence Management System Features
OneBusiness provides you with a configuration feature to maintain the business rules for automatic resource assignment. Also, the option to assign it to the Manager if the staff are overloaded over and above the set threshold limit.
First
Work items

A work Item is your project item that indicates the type of work, what needs to be done and set its target date get it done. Essential work items are User, Story and Task.

In the above screenshot, we assign the employee number, name and work item number, task ID, the work item’s description, and its status.
So our OneBusiness helps to provide and maintain all the information for creating work items to be easy for tracking purposes.

MY TASK

This module helps to assign tasks to the employees. Our One business tool acts as an actual application to look at the task for individuals. Then, they can manage their tasks in a separate transaction.
We can modify the assigned task to different employees and add additional employees to a specific project.
In the above screenshot, we should provide the employee number, work item number, task ID and status so that the user can have a detailed report on the specific project and his role and task for the day to work on it.

My Task
Task View
TASK VIEW
Task view is a module that helps the user view allotted tasks for every employee, and it shows the task assigned for that specific user. Even tasks in pending are listed so that we can clearly understand the function and how it works; it’s easy to use. We can send a message regarding the task to the assignee.
Centralised Customer data

CRM system offers a marketing team, a sales department, and a staff for customer support all in one. A CRM system will help maintain the most critical and valuable information and data about your customers. This way, it is tailored to fit your business organisation’s needs and gives you exactly what you need about the individuals.

What type of information or data is being collected by the CRM system? For example, a CRM system collects customer data and information, including but not limited to phone numbers, locations, issues, e.g., a damaged delivery package, etc.

We use this data to organise, calculate, and monitor the sales, marketing, and customer services provided to the customer, improving customer’s trust and building a better business reputation. Unfortunately, not many service providers offer ERP with CRM.

The business’s productivity is also significantly improved as each department has access to the customer data leading to prompt and effective service.

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Have you been wondering what CRM is and how it works for business? Well, this OneBusiness CRM is for you. Here, we’ll walk you through the steps of what CRM entails in easy to understand terms.
OneBusiness CRM is part of a cloud-ERP product of KSA Tech Consulting, an Australian Software development company.

CRM is an acronym for Customer Relationship Management. A business strategy will include a CRM, technique, or tool that focuses on your customer’s needs to help build long-lasting relationships between businesses and their customers.

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CRM

Have you been wondering what CRM is and how it works for business? Well, this OneBusiness CRM is for you. Here, we’ll walk you through the steps of what CRM entails in easy to understand terms. OneBusiness CRM is part of a cloud-ERP product of KSA Tech Consulting, an Australian Software development company.

CRM is an acronym for Customer Relationship Management. A business strategy will include a CRM, technique, or tool that focuses on your customer’s needs to help build long-lasting relationships between businesses and their customers. Understanding them to help provide great satisfaction by utilising advanced technology to organise, automate, and integrate your business’s marketing sales and customer service components.

Effective business management refers to CRM to ensure that customers are essential to every part of the company. ERP with CRM is the specialty of OneBusiness ERP.

How does a CRM system work?
While you may consider CRM to be only a technology, it is far beyond that. Regardless of how innovative it is, no technology can be effective without a procedure to guide its implementation and use. Here are a few of CRM’s many roles in ensuring that quality customer experience is maintained.
Customer-centric strategy
A CRM system offers a business strategy where the customer is the focal point of all the business does. Whenever a customer comes in contact with a company, the customer can leave feedback, either good or bad. Over time, this feedback creates an image in the customer’s mind, which forms the business’s vision or values, which it represents in the long run. A CRM system helps ensure that all of your customers’ needs and concerns. CRM logs all issues into a database, where they are easily monitored and maintained. Integrating a CRM system helps to implement their recommendations or requirements better. ERP with CRM is useful to perform all operations of your business on a single platform.
Customer-Centric Business Processes

CRM system centres principally around customer-centric business processes and improve the business process when addressing customer needs.

The CRM system starts with a lead. A lead is a potential customer, i.e., someone you want to sell your products or services to. As soon as CRM generates a lead, it passes on to the sales department. After getting a marketing strategy in place, a business organisation can track results by seeing what each campaign does in terms of leads; this will allow a business to understand the success of its marketing approach better. Unfortunately, not many service providers offer ERP with CRM.

With CRM software implemented into your business, you now have built-in automation processes that graduate the steps in a sales cycle to get your team organised and efficient. Also, by tracking the revenues generated from these campaigns’ leads, you’ll be able to calculate rather than speculate your marketing success.

Flexibility
A CRM system offers you much-needed business flexibility. Just in case your business requires you to leave the office at times, a complete CRM system on the cloud can be accessed from different platforms, including mobile phones and tabs. This mobility allows you to update and make real-time changes to keep everyone in your team on the same page. Whether installed on your servers or accessed through the clouds, a new focus on your business.
Use OneBusiness CRM
A CRM system is more than just software or technology; instead, it is key to your business solution. It is an intelligently linked system to ensure that your business grows while ensuring you meet your customers’ needs.