| Traditional OA includes document, workflow and collaboration management and some other functions to improve usability. 8thManage is a new generation, advanced OA application which automatically connects to CRM, HR and PM enabling the underlying data to interlink with each other. 8thManage not only provides assistance in managing processes, communication and team work for new employees, it also helps experienced ones in tracking, analyzing data, in report generation and extracting business intelligence. 8thManage OA allows both new employees and experienced ones to customize different menus and interfaces. |
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| My Attention ───────────────────────────────────────────────────── |
| 8thManage allows each employee to define his workbench with which he can select real-time display components that are related to his work area.
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To define workbench
8thManage 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
8thManage 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)
8thManage 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.
Problem Management
8thManage provides an issue management mechanism, supporting the whole process from employee’s raising |
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| the issue, accepting the issue assignment, submitting a proposal to resolve the issue to closing the issue. 8thManage has clear issue mgmt steps to promote efficiency and encourage the employees to put up their issues and solve them as soon as possible. |
| ────────────────────────── Personal Office
───────────────────────── |
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| 8thManage provides multiple self-service features which the enterprise may provide to satisfy reasonable needs from the employees. |
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| ─────────────────────────────────────────────── Form and Flow Mgmt
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| 8thManage 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: |
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● Office Equipment Request
● Material Request
● Service Request
● Off Hour Building Entry
Request
● Parking Permit Request
● Transportation Request
● Facility Request
● Book Borrowing & Returning |
● Award Nomination
● Internship Request
● Office Change Request
● Mail Stop Change Request
● Special Interest Group
Registration
● Lost & Found Registration
● Visitor Registration
● Complain & Suggestion |
8thMange also can search and account the form by its type, requestor, request time. Besides,as for the sum and amount,it can calculate the sum,average,max and min. |
| ─────────────────────────── My Client ─────────────────────────── |
| 8thManage allows employees to know more about clients and business and provides 360 °client basic info.
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● General information
● Company organization structure
● Company legal standing and company value
● Company financial & credit status
● Contract information
● Personal information
● Personal interests & behavioral information
● Interactions records & action items
● Opportunities information
● Revenue performance
● Contract & order information
● Service tickets information
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8thManage not only helps the employees to record and track the clients’ interactions and actions, but also provides call center summary page eenabling the employee to have an overview of the client.
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| Project Mgmt ───────────────────────────────────────────────────── |
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Managing a project is never simple but can be simpler if the following exist:
● Project plan and execution are linked
● Accountability and result are clear
● Scope and communication are managed together
● Resource needs and dependencies are clear and
explicit
● Issues and risks are automatically tracked and
escalated
● Best practices are both encouraged and
enforced
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8thManage supports both static planning and dynamic execution. It supports PM methodology and automatically
tracks, interprets and reports on project performance. The project manager, relieved from routine data tracking and
interpreting, is free to engage in more value-added tasks of project performance optimization. Simple PM is designed
to simplify the planning and execution of project management and to assure success.
If you don't have 8thManage, you don't have half of the tools that you need to do your job. You’ll be using your limited
memory capacity to reconcile the slow, inaccurate human-input information with your sense of the reality. It isn’t that
you aren’t smart and hardworking, but you need adequate tools. You’ll become vulnerable when the complexity that
you're dealing with escalates but your memory capacity doesn’t. |
| ─────────────────────────── Resource Mgmt ─────────────────────── |
8thManage provides features for searching, requesting, allocating and tracking of resources in multiple sites, groups, PMOs, projects and activities. It automates cost estimating and budgeting and tracks actual against plan.
For human resource management, it automatically detects skill set gaps and overloading. It can aggregate data (e.g., skill set gaps, time spent , deliverable results) from lowest activities to the highest portfolios or groups.
8thManage also supports advanced resource management features such as resource provisioning, prediction of future needs and skill set search.
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|
| ─────────────────────────────────────────────── Strategy Management |
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Strategy failure is often caused by the strategy being too macroscopic and without a viable plan to support it. Even if there is a plan, executive power is lacking, which leads to either the plan is disjointed with the strategy or unable to implement effectively later on. When nothing happens after a while, the team, based on their experience of “strategy failure” know that strategy would change, that they just need to wait awhile and would not have to diligently spend efforts on these unachievable strategic goals. These strategies are just beyond the capability of the team.
8thManage is able to discompose the strategic goal in the topmost level and associate it with the deliverables in the |
| lower levels . This means strategy planner may relate the interactions among each level during the proposal and planning stage; otherwise, this strategy may be regarded as unrealistic by others. When starting to carry out the strategy, 8thManage shows the effects resulted from each deliverable to the strategic goals. it not only provides the measure, more importantly, it lets decision makers understand the interactions and difficulties of the strategy at each level, and to provide means to adjust the execution approach, intensity or the strategic goals as early as possible. |
| ───────────────── Document and Knowledge Management ──────────────── |
| 8thManage 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. 8thManage 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 |
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library and the relevant document link of the contract or the project will automatically be updated.
8thManage 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.
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| HR Management ────────────────────────────────────────────────── |
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8thManage offers various functions to satisfy your real-time needs for HR automation management . These include recruitment, employee record, attendance, resource utilization, compensation, payroll, benefit plan,
training, performance, online leave request and self service etc. All of these functions help you manage and control HR more effectively. It provides a complete platform to manage Group Learning & Information Capital, Structured Collaboration, Process & Execution Discipline and KPI & Commitment Management, which not only improves the enterprise‘s core competence greatly, but also creates competitive advantages for the long-term development.
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All in all, 8thManage can both meet the enterprise’s short- term demand for automation and promote the enterprise’s long-term human capital competitive advantage.
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| ──────────────────────── Facility Management ─────────────────────── |
8thManage allows the administrator to enroll and assign office facilities, as well as information maintenance and tracking. Regular employees may search and apply for various kinds of equipment and facilities conveniently. This improves the efficiency of equipment and facilities utilization and makes it easy to track the equipment and facilities and their availability.
Regardless of the kinds or quantity of equipment and facilities, the administrator is able to control them in perfect order in 8thManage. The Administrator can define the facility’s type and attribute in each site, as well as assigner or default approval flow; Administrator can also acquire the conflict condition of applied facilities and make adjustments. Best of all , administrator can conduct search based on applicant, application period and facility utilization state, and all the history records of facility utilization can be tracked.
By using facility management, employees can apply for various facilities in their own site by themselves and obtain the |
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| needed facilities through listing the related information, such as type and quantity. The facilities also can be returned in 8thManage by employees, if there are cost generated, the amount can be enrolled, which helps administrator to track and control the cost
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| ────────────────────────────────────── Purchase Order & Contract Mgmt |
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8thManage supports the entire procurement process from purchase requisition to payment. Purchase orders, invoices and payment requests can be managed by each department separately and by corporate as a whole. 8thManage also provides a framework for sophisticated contract management for complex acquisitions.
● Define contract scope and deliverables
● Define measurements
● Cost budgeting and approval
● Managing execution
● Tracking change requests and resolutions
● Tracking results
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| ───────────────────────── Supplier Info Mgmt ─────────────────────── |
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. 8thManage Supplier & Procurement Management provides comprehensive supplier information in the following ways:
● Profile information including general information,
organization information, contact information, legal
information, financial information and credential information
● Products and services offerings
● Interaction records and action items, and opportunities
● Performance information including revenue records,
contract and order information.
|
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| Finance Management ────────────────────────────────────────────── |
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8thManage provides the following different sub-ledgers and tools to help
different user groups keep track of incomes and expenses:
| Sales |
Contract & Order |
| ● Sales quote & budget management |
● Contract & order cost budgeting & tracking |
| ● Sales expense management |
● Inventory cost management |
| ● Sales revenue management |
● Contract & order return and profitability management |
| Marketing |
Group |
| ● Marketing budget planning & tracking |
● Group budget planning |
| ● Campaign return management |
● Group expense management |
| Project |
● Group payroll management |
| ● Project cost planning & tracking |
● Group profit & loss management |
| ● Project purchase order & AP |
● Group AP/AR |
| ● Project invoicing & AR |
● Group inventory & fixed asset management |
| ● project return & profitability management |
|
8thManage also provides a comprehensive set of pre-defined financial reports
for each of the above areas. |
| ──────────────────────── Asset Management ──────────────────────── |
8thManage provides the necessary tools to manage assets, you can conduct assets transfer or assignment with flexibility. Assets can be circulated reasonably among multiple sites within the enterprise. As a result, the administrator is able to arrange assets transfer in each site according to assets utilization, and only when this transfer is approved will it become effective. Also, each assets transfer from site to site will be recorded in 8thManage system. This helps to track the assets status and transfer records in each site.
8thManage also supports assets assignment. The assets in warehouse can be assigned to certain user or multiple users. Besides the assignment time and quantity, 8thMangage can be used to record the return time and assets’ condition to reflect the latest assets’ condition. Also, related report is available to track the allocation, surplus and assets' condition.
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| ─────────────────────────────────────────────────── Online Survey |
| 8thManage supports customized content and scope of online eSurvey, and to support the automatic analysis and query as well. 8thManage online eSurvey can be used for customer behavior survey, to collect employee comments and the confidence of project members.8thManage online eSurveu may be used for the following tasks:
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● 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
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| 8thManage 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 eSurvey easier. |
| ──────────────────── Customized Report Generator ──────────────────── |
8thManage provides a state-of-the-art point-and-click Report Generator to allow business users to simply point to any field or fields that they want to search and generate a report. The system will perform accordingly. The simple-to-use but powerful mechanisms allow the business user to (a) select whatever combination of fields that he wants for search and report and (b) specify the layout or display order of the fields to be displayed in the report. It also allows the user to select different types of statistics (e.g., SUM, COUNT, AVERAGE, MIN, MAX) to be included in the summary line of the report.
With the 8thManage Point-and-click Report Generator, business users no longer need to learn SQL or depend on the IT staff’s assistance before they can do data mining and report generation.
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| Business Intelligence ─────────────────────────────────────────────── |
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Data warehouse - 8thManage provides functions of sales, purchasing, goods return, dunning, receivable, etc. If all the transactions are operating on 8thManage platform, 8thManage database will automatically become the data warehouse. Otherwise, 8thManage adopts the interface with other proposed systems (such as POS) to provide the data warehouse via extracting trading information automatically and periodically.
Data mining - Users can create different data mining rules to discover buyers’ behavior repeatability, properties of products and buyers, and to analyze the effect of programs on buyer behavior. The following are some typical scenarios of data mining which can be solved with 8thManage:
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Scenario I：Identify new orders and order frequency density of
customer groups, including clients who involved in Customer Care Plan and those who do not
participated in the plan, and also the number of new clients introduced by these clients.
Scenario II：
Analyze the relationship of common buyers of two completely different types of
consumer products via age, gender, income, occupation etc.
Scenario III：
Analyze the relationship between products and seasons. For example, there is no
relationship between biscuits for dogs and seasons apparently. However, a study
shows that there is a relationship with biscuits for dogs and seasons since the
elderly from north area would bring their dogs from the north to the south for
the winter season.
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| ───────────────────────── HR Intelligence ───────────────────────── |
| 8thManage adopts the most advanced business intelligence technology and simple point-and-click interface
to enhance its HR intelligence.
User can find answers to questions like the following via
8thManage HR intelligence. |
● Relationship of employees travel frequency and quit rate
● Relationship of cost of training staff and staff performance
● The relationship of overtime and promotion
● The relationship of organizational merger and
employees’ satisfaction
● The relationship of manager travel frequency and
employees’ satisfaction
● The relationship of employees’ tenure and performance
● The relationship of visiting clients’ frequency and clients’
satisfaction on product
● The relationship of manager’s performance and the a
ward and mistakes of staff
● Comparing the difference of whether owning with mentor
program or not on Employees’ satisfaction, performance
and of breaking rules
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● The relationship on staff promotion rate, staff resignation rate and staff awarding rate relative to staff
with a succession plan or without succession plan.
8thManage HR can help HR staff discover different data from different angles at different times. Users can
produce slides or reports easily to present and communicate via the point-and-click report generator. |
| ────────────────────────────────────────────────────────── More |
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