The handheld solution for mobile professionals

Some Key Issues currently facing field based Professional Services consultants and employers are…

1. Time recording accuracy and timeliness
2. Delays in invoicing customer
3. Customer disputes concerning the time invoiced
4. Internal procedure forms not being completed

CMO delivers a solution for the field-based employees that supports the tracking of time & materials, invoicing, customer management and workflow for real time management of your mobile professional services workforce through their web enabled PDAs. You eliminate downtime, data inaccuracy, and delays in processing due to paper-based and job reporting systems.

Features

Real-time capture of start and stop times for specific work, travel time and breaks Records contact details for specific work tasks and/or sales leads Creates appointments integrated with Outlook Calendar Accesses internal procedural documents for completion while on-site Creates web-based reports and invoices

Benefits

Reduces paperwork and eliminates manual data entry and errors Data is entered at the work site and is synchronised with back-end systems automatically, which eliminates paper forms, time-intensive administrative tasks, and data re-entry Track employee hours actually worked to enforce and manage overtime policies and expense Work-time is recorded real-time and can then be utilised to manage company policies Reduces revenue leakage Professional Service contractual terms and conditions and S.L.A’s (Service Level Agreements) can be easily accessed and validated on site to ensure only contracted work is performed. Resolve billing disputes instantly with accurate time-on-site information Field based personnel can record the work performed and capture customer approval on their handheld device. The field consultant can then submit invoices to existing financials and back-end systems, automatically generate invoices from device or back-end system and ‘pre-approved’ invoices can subsequently be generated more rapidly and customer disputes and call backs are reduced. Eliminate paper-based system Reduces printing costs associated with ongoing updates and distribution of paper documents, such as manuals, procedures, and other internal documents by distributing these centrally maintained templates electronically via the PDA. Centralise data All documents and templates are centralised so that information is easily maintained and changes are made quickly and distributed to all users, ensuring that consultants retrieve the most current information.

For further information, please contact a CMO Global eBusiness Consultant and we will be happy to demonstrate how CMO Handy Pro can benefit your on-going business processes.

You can download a CMO Handy Pro product sheet here