Client Project & Document Management Portal (ProjDoc)™
Brief Description:
Blue Robin's Client Project & Document Management Portal (ProjDoc)™ is designed to help professional services firms that are engaged in design, manufacturing, and other related services manage the entire development and review cycle of complex projects, including the management of secure Digital Assets. The Client Project & Document Management Portal, includes a wide range of easily configurable business software modules that can be custom adapted to meet your company's specific objectives.
Sample Features Available: - CRM (Client Relationship Management) with Integrated eMail (Contact Management)
- Sales/ Account/ Forecasting Management
- Executive Dashboard (Calendar, Tasks, To-Do's, etc.)
- Document Management (Documents Linked to Clients, Projects, Users, etc.)
- Digital Asset Management (Linked Digital Asssets, CAD files, Images, Videos, etc.)
- Shared Office Calendar and Task Management
- Security (Roles Based Authenticated Access)
- Custom Reporting
- Custom Features
Sample Optional Services: - Project Expense Management
- Integration to Billing & Accounting
- Integration to Blackberry, Palm, or other PDA's (for eMails, Alerts, Tasks, etc)
- Content Management System with easy-to-use Content Editor for Website Maintenance
- SEO: Search Engine Optimization
- Website Hosting, Maintenance, Scheduled Back-ups, and Support
- eNewsletter Management
- Spam and Virus Protection
- Extensive Custom Services including Systems Development (IT Outsourcing)
Benefits of Using the Client Project & Document Management Portal:
The Client Project & Document Management Portal helps you to vastly improve operating efficiencies by allowing all authorized project participants to access digital assets as they are developed. All authorized staff members can have secure access to a web-based shared database, regardless of whether they are in the office or off-site.
Sample Use Scenarios:
For service providers that currently rely on email to try to share design mock-ups, CAD files, images, videos, or other large files the Client Project & Document Management Portal offers and option for staff to easily access the digital assets from a centralized Internet based site.
Current Release: 2.0
Date of Next Release: Fall 2008
For a complimentary, no obligation, consultation about how the Client Project & Document Management Portal could help your firm, please contact us.