Management Tools
Each AMI management tool is designed to interoperate with other modules, giving decision makers more visibility into previously segregated organizational data points. This keeps integration times and costs low and application flexibility high. Most importantly, AMI provides real-time access to important operational information leading to better decision making.
Individual management tools and their functionalities include:
Schedule Management
The schedule management tool allows multiple schedules to be used to manage deliveries, inspections, appointments, tasks, etc.
Operation Management
The operation management tool allows users to define management events. The event can be a project, action item set, task, a social or business event, a meeting agenda or any operation that requires tracking and management. An additional subset of the operation management tool is the objective management tool, which is intended to be a slightly less dynamic executive management tool to communicate strategic objectives.
- Unlimited number of fully customizable types of operations (events)
- Operations (events) can be linked to a strategic plan
- Unlimited operation action items
- Each action item can have as many tracking steps as needed with comprehensive tracking parameters and tracking assignment lists
- Each tracking assignment record can independently track its own progress
List Management
The list management tool allows users to import or create lists (marketing lists, mailing lists, etc.), and provide follow up or progress status on each record on the list.
- Each list may have up to 30 dynamic fields
- Each record has two fully customizable lookup lists
- Each record has an active/inactive flag
- Comprehensive follow up capabilities including a link to the CRM information hub
Knowledgebase Management
Create and maintain knowledgebases in Q&A or Subject & Body formats:
- Unlimited number of knowledgebases
- Unlimited number of records within a knowledgebase
- Classify knowledgebases using unlimited combinations of categories and topic classifications
- Classify records using unlimited combinations of categories and topic classifications
- Link a record to an unlimited number of internal or external cross references
- Attach any number of documents and notes to any knowledgebase, record or cross reference record
- Mark any knowledgebase and/or knowledgebase record(s) for public use
Document and Archive Management
Create and maintain a structure to track documents, records and archives. Documents, records and archives can be physical, electronic or scanned documents.
- Unlimited number of record or archive objects
- Unlimited number of record or archive object details
- Attach any number of electronic or scanned documents to any object or its detail
- Alert flags for object expiration and physical object destruction requirements
Product Issue Management
Create and track product issues, service tags, trouble tickets or service calls with integrated links to customer lists; product lists; and customizable status, urgency and satisfaction lists.
- Integrated with CRM
- Linked to product and model lists
- Flags product and service warranties
- Comprehensive issue tracking and follow up
- Unlimited number of progress, action or status steps
- Progress tracking hand-off capability
Risk Management
The Risk Management tool provides employee incident, third-party incident, issue and case management functionalities. It provides extensive tracking of risk management related issues and enables the business to construct a library of lessons learned and preventive measures. It also provides a good insurance incident set of tracking parameters.
- Integrated with employee list
- Tracks all risk-related situations including security, quality, insurance, workers compensation, recordables, vehicle-related, equipment-related, employee-related, harassment, affirmative action, injuries, lost time, legal and others
- Tracks direct and consequential cost for each risk record
- Tracks “lessons learned” narratives for each risk record
- Tracks an unlimited number of primary and root causes for each risk issue with preventive measure narratives
- Tracks unlimited steps for issue progress or status
- Unlimited number of attached electronic or scanned documents with each risk record, issue cause record, and issue status or progress record
Marketing Campaign Management
The marketing campaign management tool is a unified area to define and maintain marketing and advertising campaigns and track details about the nature of the campaign, zones or areas targeted, budgets, costs and satisfaction.
- Unlimited campaigns or plans
- Unlimited campaign detail methods, areas or zones
- Overall campaign budget tracking by detail methods, areas or zones
- Overall campaign cost tracking by detail methods, areas or zones
- Customizable satisfaction rating tracking for overall campaign, as well as detail methods, areas or zones
Strategic Management
The strategic management tool allows executives to define strategic plans and define each plan’s business model. Each strategic phase (which can include one or more business model) can then model category, phase and step detail by model category and/or phase. Each detail step can be associated with other steps via relationships and can be associated with a comprehensive set of metrics. If metrics are defined, metric progress tracking can be used. The individual business models can be very simple and easy to construct and track, or can be as complex as a four-dimensional relational matrix (three plus individual cell detail), including balanced scorecards, key performance indicators, SWOT analyses or many Six Sigma project methodologies.
- Define unlimited strategic plans
- Define unlimited strategic phases and business models per plan
- Define unlimited categories and category details for each business model
- Define unlimited phases and details for each business model
- Define unlimited detail steps per category and/or phase detail
- Identify preceding detail step relationships
- Define unlimited detail step metrics with an extensive set of parameters and baselines
- Define unlimited steps to track every parameter for each defined metric
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