Xamun Release Notes - Corporate Edition
Xamun Features List
Xamun Corporate edition is now available! Read more about how Xamun incorporates the art of collaboration in the consulting business.
My Day is a feature of Xamun that lets you create, monitor and manage your daily business activities, tasks, and schedule. Manage your daily weekly tasks and have it readily assigned or approved. Monitor your business end by viewing your billable and non-billable tasks via the individual team member feature.
This feature will help you in the basic set up of your contact management. Create and easily sort through your contact profiles. Integrate your LinkedIn account and synch your public contacts in Xamun. Same goes for synching and importation of contacts from MS Outlook and Constant Contact. Better manage your contacts by customizing groups according to your preference.
Support Management is your ticketing application within Xamun. Create, manage, and assign tickets to the parties involved and attach files to support ticket requests. You can also archive ticket history for later reference.
Set up your personal account information and settings in Xamun’s personal dashboard. Share messages, links, files, and tag comments with like or dislike on threads among team members and networks.
Your personal dashboard connects you to all the aspects of your business including leaves and training. Monitor the team’s organizational chart; receive training schedule notifications; track personal and team evaluations; and monitor their leaves and training.
With Tenant Management, you can now set up and update your company information. Detail out your company departments, position, employment status, and initial employee information listing.
In this section, you can see your license acquisition and billing information update. Monitor and manage your available licenses and allocate, assign or reassign them accordingly.
Client Management Setup
In Client Management Setup, you can lay down your preferred sales processes and methods and your sales business rules and workflow. Define target quotas and incentives per individual or team.
The Client module is your customer relationship management application in Xamun. For this release, you can now use lead management, opportunity management, account management, sales management, sales contract management, and sales invoice management.
The Resource module will enable you to access your Human Resource data. In this release you can access the following sections:
- Employee Master File Management
- Time off Management
- Recruitment Management
- Resource Skills Training Management
- Employee Performance Evaluation and Management
- Resource Package Adjustments and Movement
Resource Management Setup
This section will help you in establishing resource organizational information and structure; managing resource business rules and workflow; and defining your resource settings and standards.
Projects module is your project management application that helps you in performing your tasks in the most efficient way possible. Included in this release are the following functions:
- Project dashboard monitoring
- Project progress management
- Project resource request or assignment
- Task management (individual, team view)
- Task board management
- Milestone, release management
- Impediments management
- Leaves management
- Timesheet management
- Contacts management
Project Management Setup
This section allows you to establish project type, methodology, task estimation, cycle, duration, work hours, main contacts, and initial velocity.
The Strategy management section is integrated to four applications. Finance will allow you to view and monitor the Profit and Loss graph. For this release, you can now integrate the finance module to your existing Xero account.
Access the client module through Strategy and monitor your opportunity and accounts pipeline. You can also view your Projects and Resource modules. For this release you can monitor your project progress, resource recruitment view and resource position headcount.
Resource allocation allows you to monitor and manage resource requirements, match projects to resources according to availability and skills, monitor and manage resource utilization by position, view resource performance evaluation and initiate resource recruitment.