Library · Team & Staff

Team & contact list

The list is generated from master data instead of being maintained by hand. Every staff change automatically creates a new version with change…

Team & Staff · Assistance

1–2 htypical savings per month (estimate from practice)

Overview

Who it's for

Assistance

You need

Requires: Foundation, P6

You get

Always up-to-date list; Never again the question of which version is correct

Status: Built & tested – not yet in live use

Problem. The team list is maintained in parallel in three files — one wrong number costs work time.

Solution. The list is generated from master data instead of being maintained by hand. Every staff change automatically creates a new version with change history; you distribute it.

1Generation frommaster data2New version withevery change3Sending by you

automatic approval manual

Results

  • Always up-to-date list
  • Never again the question of which version is correct

Key metrics

  • Outdated lists in circulation = 0

Packages: PA Package, Foundation · Role: Assistance · Status: available

Payments, filings, submissions and sending stay with you – the system prepares and asks, you send.

Request this workflow

Related workflows

Request this workflow See all workflows