enSynergy enLine News - February 2009

New products coupled with Business Intelligence designed to deliver Greater Profitability.

Welcome to the February edition of enLine. We have some exciting new product developments to bring to you - we trust you will find them of great benefit to your business. If you have any contributions for future newsletters - please do not hesitate to email them to me at bhall@ensynergy.com .

Brett Hall

Productivity Spotlight;
Version Control for LiveFile.
LiveFile can now be implemented to automatically control and track historical document versions. Using the the new check-in / check-out functionality, each version of a document can be locked and protected automatically. In addition, our Comparison function displays the differences between versions of a document to assist in checking and approvals. The Version Control option provides a complete and secure audit history for documents. 

Simple and Safe.

Fund Accounting module for enPortfolio:
We are excited to announce a new plug-in module for the enPortfolio investment accouting module. The Fund Accounting module provides all the tools and functions to administer and account for small to mid-sized mutual  / Private funds. Fund Accounting calculates and manages individual fund NAVs internally -  without the need to export to external valuation tools. NAV calculation can be scheduled and automated or calculated at will. In addition to the NAV engine, Fund Accounting also incorporates a newly enhanced investment holders database as well as a Fund Rules database to better handle the entire subscription / redemption administration processes.

Business Intelligence - Rule Alerts:
We have greatly enhanced our business rules engine to deliver proactive alerts to the CRM system real-time. To be delivered within a new module called "AI" (Application Intelligence), this revolutionary function now enables users to create and maintain their own business rules as a part of the alert structure. This means that enVisual can be configured to not only alert users to compliance failures and key date issues - but also for example alert users where outstanding debtors exceed a threshold or where a prospect has not been communicated with for a defined period of time. The alert system can compare a business rule with not only standard system data but also data captured by a business processes or perhaps even data in an external system. The object is to provide a centralised Business Intelligence system with centralised alerts.
AI can be configured to simply alert users within the CRM or proactively email specified users when a rules breach has occurred using the enEvent event manager.

Turn a rule breach into a business opportunity... AI.
 
For further information on AI, please contact info@ensynergy.com .

CRM "Smart-Cuts" - instant access to your key data:
Looking for single click access to your favourite drill down enquiry screens or system reports? Then User Definable Short-cuts (or "Smart-cuts" ) is for you. Now being rolled out with the full version of the enVisual CRM, Smart-cuts allow you to create your own short cuts to reports and various screens within enVisual modules, and drop them directly onto the CRM grid. To access key data, simply select and entity and click the icon - instant data!

For further information on Smart-cuts, please contact info@ensynergy.com .

en.Zero - further web roll-outs:
We have added some additional enVisual modules to our zero client web based product en.Zero. The new modules include enSecretary, enAccount and ALLtime timesheets.

For further information on en.Zero, please contact info@ensynergy.com .

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