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

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.

Contacts Management

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

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.

Personal Dashboard

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.

Tenant Management

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.

License Management

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.

Strategy Management

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

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.

Project Management Software for Consultants and Freelancers: Is it enough?

Project management is one of the central cohesive sources of support of project managers and consultants alike. If the project is the heart, project management methodology is the process that maintains and sustains the project. Luckily enough, the present market provides project management software that help consultants on achieving essential activities, deadlines, and tasks that need to be delivered. The question though is that are their requirement boundaries meeting the consultants’ needs?

There are approximately 140 project management software available in the present market, most focusing on functionality like collaboration, scheduling and other threshold features. They mostly meet the basic essentials of project management but are those all that they need? Among the 140, 87% are designed for collaboration, 82% run online, and 67% are developed with issue-tracking systems. Other features include Schedule Management (76%), Resource Management (72%), and Document Management (75%) while license types fall evenly on proprietary, SaaS, and open-source.

Recent trends are now considering interface as a basic requirement for effective project management software along with easy navigation and project status overview; providers like Basecamp and Teamwork offer satisfying results for project consultants who work in the corporate segment. But this only reaches the project maintenance part. How about freelancers who require a network of community for opportunities? Project maintenance is one thing but sustainability is another. It’s great that they can manage their projects but the business side is left bare.

This is where social network integration comes in. We know that communication within the team is vital to project management but joining networks to reach out to clients and prospects is equally important. Integrating social network and leveraging on its power will help in this evolution. And with that, expect the additional task of tracking and updating leads and no other apps seem to be offering that kind of package. There is also the headache of feeling segmented; sure there is the option of integration but the stress of jumping among apps and getting lost on tabs is a pain. What’s also missing is the function to be able to gauge skill standards and a similarly important part of the business aspect, billing and invoicing. To put it safely, the signs are here: in the future of a strengthening consulting industry, the rising number of freelancers, and the cloud migration, there is a genuine need of converging these needs in a single platform where freelancers and consultants alike can optimize their benefits.

UX: A factor in the productivity formula

Can you imagine if we are still building homes, buildings, and infrastructures the same way our ancestors did millions of years ago? How about finishing a dissertation using a typewriter or sending an important message via telegraph? It’s laborious but something gets done. However, compared to today’s fast paced lifestyle, what gets done isn’t enough. Businesses today don’t just go for quantity there has to be quality. Some companies settle for quality solely. How about having both? User experience is an important factor for increased productivity that is believed to have been forgotten – or completely disregarded.

The last article featured UX or user experience and how it is both a process and a philosophy and more often, when user experience is mentioned, it automatically brings out the image of a client or customer. This brings us to the other end of the process: the employee or the person who develops an application, system or design. An employee’s interaction with a system is highly relative to the quality and quantity of one’s productivity. An inferior UX will limit an employee’s productivity.

Here are some criteria that should be considered in order to incorporate UX to an employee’s productivity:

  1. Usability – Does the employee find the system, design or application easy to use? Why complicate it when you can find something that is practical, easy and of high quality.
  2. Intuitive – Offering an application that has intuitive features doesn’t only increase the employee’s productivity but it also lessens your expenses on technical trainings.
  3. Structure – Is the content (text, multimedia, images) of the application, system or design well put? The structure of the information and content must be well-balanced.  The content must be logical and must cater to the goals of the user. The content must also be up-to-date and accurate. The overuse of these elements could be a distraction for the user and could cause set back.
  4. Visual design – The overall design of the application should be aesthetically pleasing and it should encourage and entice the employee.
  5. Functionality –Make sure that the application is not cluttered. Some websites or applications have unnecessary pages and “functions” that are not needed. Having extras on an application can be confusing and interacting with loose functions can be time consuming.

For a writer like me, using Microsoft Word over other document software is more favorable because of its usability and intuitive functions. I can comfortably sort and write articles, compartmentalize topics, and do research compared to the traditional process that is confusing and limiting. Another scenario would be for developers who are now leaning towards Silverlight because of the business and technological balance that it offers.

In reflection, UX does not solely depend on the UX team alone; when the company adapts the philosophy of UX, it will also mirror its core value: finding a balance among its criteria which leads to the holistic development and increased productivity of the whole company.