Storyline/Problem

The MIS Dept. is looking for a solution to provide timely deposit reports to Relationship Managers (RMs). Currently the MIS Dept. emails those report for each RMs.


InfoRM Features

  • Real time and accessible anywhere reports for MIS, Sales Supervisor and RMs.
  • Messaging, SMS and Video Chat conference.
  • Customer Relationship Management (CRM) tools for RMs.

Roles

  • MIS - responsible for monitoring and checking of uploads deposits from branch.

    https://www.gigamike.net/
    Username: mis@gigamike.net
    Password: changeme

  • Sales Supervisor - monitors sales performance by the RMs.

    https://www.gigamike.net/
    Username: sd1@gigamike.net
    Password: changeme
    or
    Username: sd2@gigamike.net
    Password: changeme

  • Relationship Managers - monitors there sales and performance.

    https://www.gigamike.net/
    Username: rm1@gigamike.net
    Password: changeme
    or
    Username: rm2@gigamike.net
    Password: changeme
    or
    Username: rm3@gigamike.net
    Password: changeme

Real time and accessible anywhere reports for MIS, Sales Supervisor and RMs.

At the end of the day or cut-off, branch uploads .csv files to file server.

upload to file server

The MIS user checks and monitors those branch that uploaded.

upload monitoring

If in case the branch wasnt able to upload on the cut-off, there is an option for manual upload for MIS. The MIS can upload branchNo.csv file or copy past directly as text.

manual upload

Please note that we can eliminate uploading of .csv from branch if the branch system have an API that we can pull needed deposit data or they can automate uploading of .csv on file server.

Once deposits uploaded, it will be automatically stored in InfoRM and Sales Director and RMs can access reports. Reports can ve view as charts, tables, can be downloaded as .csv and we also provide an endpoint or API which can be used by other departments or by other devices.

reports

Below is a sample implementation of Endpoint/API, a voice search that can be used by MIS or Sales Director.

Again, we are not saying here that the reports to be provided is via Alexa. This is just a sample of how we use the endpoint/API. The users can still view the reports via web, via mobile browser and even on excel file.

Messaging, SMS and Video Chat conference.

We also provided a messaging, SMS and video chat which is very useful for RMs who is on fields, or Sales Director on different branches.

Messaging

Video Conference

Customer Relationship Management (CRM) tools for RMs.

InfoRM is not just for viewing for reports, we also provide CRM tools for RMs. RMs can assign activities, campaigns, filing of documents and many CRM functionalities.

Activities

We also a added a unique feature for RMs, we call it the FullContact API. All the RM need is the client's email and automatically it will pull scrapped data which can be used for demographic, social activities and many more.

FullContact API

FullContact API

All of the features mention above can be adjust and customizable.