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Toolkit
Development Status

Description
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Each person within an organisation undertakes activities. Many organisations will have a means of raising tickets with the service desk for incidents and requests - however, most organisations do not use a central activity management system to allow someone to request assistance from someone else, and to track that request.

The webBRIEFCASE Activity Management Toolkit provides the Activities table. This allows people to create an activity to be assigned to an organisation, group, role or perrson. The activity will then appearr in the list for the organisation, group, ... The requester can then track completion of the activity.

The Activity Management Toolkit seamlesses integrates into other toolkits including the Project Management Office (PMO) Toolkit, Service Desk Toolkit, etc.

Record bullet Design
With the webBRIEFCASE Address Book Toolkit, you and your staff can record details of organisations (suppliers, partners, customers), groups (departments, teams, etc), people and their roles and locations, etc.

Record bullet Design
Assets are the tangible and intangible resources of the business. Assets require an ID for reference, a current and (optionally) future value. Some assets (e.g. printers) require resource (e.g. cartridges) tracking. Assets may also require maintenance and replacement / disposal at some point. An asset registerr can help to determine part of the net worth of a business.

Record bullet Design
Services will often have a Service Level Agreement, part of which will describe expected availability "up-time" thresholds and potential penalities for "down-time". The Availability Management Toolkit will allow these thresholds to be recorded, and "up-time" / "down-time" to be calculated based on events. Management reports will be available from which insights and actions can be determined.

Record bullet New
The Book-Keeping Toolkit will enable you to record and categorize financial transactions. Later enhancements will include features which ensure your accountant has the information they need to prepare your accounts.

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The Budget Management Toolkit will enable you to define cost centre accounts with budgets. You can record transactions against those accounts (cost centres) for allocation of budget, e.g. for a project or department. 

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Business intelligence (BI) is the set of techniques and tools for the transformation of raw data into meaningful and useful information for business analysis purposes. (Wikipedia).

The webBRIEFCASE Toolkits capture the raw data with forms. Since the data is captured as records with fields, meta information is recorded by default, turning that data into information. Many tables are related to other tables, and the Toolkits present that relationship with hyperlinks, with no need for effort on your part. 

Logic can also be built into each table to add more intelligence, e.g. with visual reprresentation of the data. Also tools may be used to create dashboards for example.

If you identify a Business Intelligence opportunity, inform support@webBRIEFCASE.com. If that opportunity is of benefit to the webBRIEFCASE Community, it's likely we will develop it for FREE. We are also expert in data modeling, transformation and validation and can provide comparatively low cost (but high quality) ad hoc, or project support.

Record bullet Design
The Business Management Toolkit will enable you model your business including structure (groups - e.g. departments and teams, roles, etc), brand catalog, innovation activities (portfolios, programmes, projects) and more. This information will be readily available to your staff allowing your staff to make informed decisions and to use up-to-date information.

Record bullet New
A Business Plan is an essential document allowing the strategy of the business to be defined and baselined. Any changes to the business plan will result in implementation effort. The business plan can be referred to in order to keep the business working towards it's agreed goals.

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Define capacity parameters for configuration items (e.g. servers, storage, memory utilization, CPU, etc) - then record allocation of capacity on demandm identifying any need for additional capacity.

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With the webBRIEFCASE Catalogue Toolkit, you can record and present your company brands, products and services. To offer these for sale through your website, you will need the webBRIEFCASE e-Commerce Toolkit.
Record bullet New
Implementing changes to any business critical item, e.g. a server, product, service, process, etc - has knock-on effect (impact) which usually should be identified and addressed before the change is made. ITIL includes a mature change management prrocess (there are others). The Change Management Toolkit will facilitate the recording, analysis, categorization, approvals and other management activities for changes.

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A class is a group of students which gathers for a particular purpose, whether it be for registration, or study of a particular topic. The Class Management Toolkit will enable you to create a class, add students to the class, track their skill levels, and interact with the class.

See also: Course Management Toolkit

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Thw webBRIEFCASE Club Management Toolkit will enable a Club Manager to record information about a club including Rules and Regulations, Members, Events, etc.

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Present your course catalogue and add course material. People can subscribe to, and work through courses.
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With the webBRIEFCASE Customer Relationship Management (CRM) Toolkit you can:

  • Create marketing and advertising materials including web pages.
  • Run market research, marketing, adverting and sales campaigns (including renewals).
  • Record details of your leads and customers.
  • Identify upsell opprortunities.
  • Track and support customers through the sales process including shopping carts, orders, delivery, etc.

The Toolkit costs just £4.99 + VAT per user per year. You will need a webBRIEFCASE Toolkit appliance to run it on.

webBRIEFCASE is keen to make this the best CRM system in the World, and will implement enhancements which would benefit the webBRIEFCASE Community, for FREE.

Simply contact support@webBRIEFCASE.com.

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The webBRIEFCASE e-Commerce Website Toolkit enables you to define your catalogue of brands, products and services with descriptions, images and prices. Visitors can add products and services to their shopping cart, and make an on-line payment using PayPal. You will receive a notification of the order. As you fulfil the order, the customer can track it.
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The Education Establishment Management Toolkit is a management information (MI) system, and learning platform for schools, academies, colleges and universities.

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A service management event occurs when a service is found to be operating outside of pre-defined tolerances. For example, a web server may become unavailable, a queue may be too long, it may be taking too long to answer the phone, etc.

Events can be detected automatically, or may be added manually.

Many event types will result in an incident and potentially, requests for change (RFC) to manage the remediation, e.g. to re-start a web server.

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Examples of events are meetings, conferences, concerts, etcc. The webBRIEFCASE Event Management Toolkit will help you to plan and deliver an event. Select a venue, advertising the event, invite people, register people at the event, etc.

The majority of the even management is done using a Project.

Record bullet New
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The webBRIEFCASE Meeting Toolkitwill help you with scheduling meetings and rrecording information during meetings.

When scheduling, you will be able to define the POST (purpose, outcome, scope and timing), select attendees and a duration, then issue the meeting. The meeting toolkit will handle the rest. Sending reminders to people who have not yet replied. Notifying people of updated meeting properties etc.

During a meeting, you can record notes, then define the type of information for each and create records (e.g. activities, records) accordingly.

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My webBRIEFCASE Toolkit is an on-line personal information manager (PIM) for storing business information on webBRIEFCASE Toolkit websites. It is especially useful for employees. Remember, you should not store sensitive information on a publicly accessible website, and should use a website on your internal network (intranet) instead.
Record bullet Develop / Build
On Shelf Availability statistics are collected and presented to shareholders and the public by most of the big fast moving consumer goods (FMCG) manufacturers and stores.

When a product is not on the shelf, the store and manufacturer lose out on a sale. Even worse, if the product is consistently not on the shelf, the customer may chose another (e.g. competitor's) product - so the manufacturer loses out, and / or the customer may chose to shop elsewhere.

The webBRIEFCASE On Shelf Availability (OSA) Toolkit enables you as a store or manufacturer (whatever your size) to:

  • Add stores and select which to collect OSA data for
  • Add catalogue items: brands, products and product variants, and select which to collect OSA data for
  • Automatically build an OSA Data collection worksheet of stores x products variants
  • Collect and validate the data
  • Collate the data, prepare and publish reports

The Toolkit is available as part of the webBRIEFCASE Excel Toolkit: just £25 + VAT per year per toolkit instance, and includes:

  • FREE demo
  • FREE training
  • FREE support
  • FREE bug fixes
  • FREE enhancements where those enhancements will benefit the user community (i.e. not customizations)

Support services are available for an incredibly low price of £12.50 + VAT / half hour / person. webBRIEFCASE services include:

  • Manage your OSA portfolio
  • Import your brand catalogue / set-up the Toolkit for you
  • Add customization / software development
  • Collect data
  • Review data and reports for insights, etc.
  • Assisted upgrades

Call 07540 725213 today to book your FREE demonstration, to purchase to OSA Toolkit or to have your questions answered.

Record bullet Performance Management for Services Toolkit


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