BPO Services
Our Products
Plan Source reporting is web based software for Plans and Track. Software provides a framework for Analyst and Advisors. Software in fully equiped with functionality like User Security, user rights, Turn Around Time (TAT), Work In Progress (WIP), Cancel Cases, Approval by supervisors, Assiginment Of Plans to Advisors and Analyst, Work flow for Analyst, Work flow for TL, Final Check and submit for billing for Administrator and supervisors, Query Option for Plans, TAT and Billing and Reporting with Export option to excel
PlanSource Reporting
web based plan source reporting sowtware
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Software at glance
. Web Based Software
. Developed on latest Technology . 3 level of security . Fully Dynamice Software . Create your own settings for Designation,Advisor level, DataSource, Faxed or Mailed, Analyst work status, Level, Plan Deliverables Type, Band, Group, Flag Description, Capacity lookup . Market Group . Plan Type . Analyst maintenance . Advisor maintenance . Assignment maintenance . Creation of Cases . Allocation / Reallocatione of cases . Approval needed cases . Work Flow-Analyst . Work Flow-Team Leaders . Completed Cases . Billing . And many more
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Reports and Key Features
. Query option for Turn Around Time(TAT), FP Cases and Billing
. Export available Analyst, Advisor,Plan Tracker and Assignment . Summary of plans received and turnaround time . Analyst on rolls and advisor sign up/assignment summary . Month-wise summary of advisors signed up and plans sent . Month-wise MG summary of advisors signed up and plans sent . Detailed advisor productivity report MG . Month-wise summary of plans received, completed and TAT . Month-wise analyst summary of plans received, completed and TAT . Detailed analyst productivity report month wise . Detailed report on plans in WIP
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