CUSTOMIZED FOR EACH DEPARTMENT
Facilities
- Support Desk for your users to address and monitor facilities & supply issues
- User specific advisories no more rush orders
- User based catalogs avoid ordering wrong item
- Universal access for supply coordinator
- Automatic pre-order coordination so you never run out of stock
- Single cart and catalog for everything: supplies, stock orders, services, expense reimbursements, purchase card approval
- Workgroup task sharing across groups and stakeholders, manage progress
- Virtual Stock Boy® to automatically manage inventories across warehouses and storage rooms
- Monitor product & service consumption at the user level
- Color-coded electronic receiving
- Re-purpose warehouse space and use vendor storage and distribution
- Automatic replacement
- Automatic warranty claims
IT Department
- Help Desk integration
- SaaS no load on IT department
- IP based location security
- Two-factor authentication (2FA)
- Scale without adding headcount
- Automatic warranty management
- Automatic pre-order coordination windows for services & software renewals
- Unlimited product & service management
- Automatic GL post
- Cost center allocation
- Google-like search
- User based catalogs
- Central services manager
- Optional Procurement Desk fiSAVE™ planned spend manager
- Depot & staging management
- Track assets over lifetime
- Publish user/department specific FAQs
Accounting Department
- NCUA examiner appreciated audit trail
- Automatic vendor due diligence
- Decision engine manages approval processes for purchases of supplies, stock, and services, as well as expense reimbursements
- Flexible rules to meet changing regulatory environment
- Set once self-enforcing financial controls
- Cloud subscription is operating expense not capital expense
- Accounts Payable engine keeps trains running on time
- Self-enforcing invoice control for 100% correct payments
- Automatic electronic invoice reconciliation so you pay only what you owe
- Impossible to overpay
- Detailed reporting
- Automatic branch accounting
- Budget reporting
- Electronic invoices
- Electronic payment
- ACH bill pay
- ACH expense reimbursement
- Report builder
Marketing Department
- Automatic proof submission from all purchase officers
- Easily enforce compliance with your corporate design
- Smart user & promotions based catalogs
- Flexible push or pull distribution
- Vendor collaboration tools
- Real proof processing includes CU stakeholders as well as agency and service bureaus
- Annual marketing plan to budget
- Electronic corporate design manual
- Collateral distribution & inventory management
- Business development workgroup
- Mailing manager
- Project management
- Task management
- Purchase to GL post