Tranzparent Software

Modules

1. Goals

  • WHAT
    This is where the Business Owner can post the Goals for the Business
  • WHO
    The user of the Software
  • WHY
    Identification of Goals and posting on the software will provide forward focus and achievement
  • WHEN
    When a Goal is identified and required
  • HOW
    Move to the Dashboard and then the Drop Down Menu and select Business Plan. This will take you to a further Drop Down Menu where you will find Goals. Move your curser over Goals and click, the Goals Menu will appear

    You will see the following menu: 

    Goal -
    Post your Business Goal here, use the devices to formalize the Goal
    Strategy - Post your strategy for that Goal here
    Tactics - List your Tactics to be used to implement your strategy
    Action Plan - Apply each Action Plan to each individual tactic here
    Contingency - Add the Risk Management Plan to your Goal here
    Key Performance Indicators - Monitor and track the progress of your Goal here
    Notes - Add any notes that are required to be saved here
    Key Dates and Deadlines - Establish completion dates, progress dates and review dates here




 

2. View Plan

  • WHAT
    This is where you can be directed to your specific Plan within the software
  • WHO
    The user of the Software or any authorised user
  • WHY
    There are various Plans and modules within the software, this will get you there quickly
  • WHEN
    When required to be viewed by the software user or approved user
  • HOW
    Move to the Dashboard and then the Drop Down Menu. Click on any of the Planning items and you will be taken to the planning module for that individual item. You will see a further Drop Down menu where you can view your Plan.

3. Meetings and Reviews

  • WHAT
    Create a new meeting
  • WHO
    The user of the software or approved user
  • WHY
    The software can be used to assist with the scheduling of meetings within the business on an official basis
  • WHEN
    The software user or approved user can nominate a date or time for Directors meetings, regular or impromptu or any other business related meetings
  • HOW
    Move to the Dashboard and then the Drop Down Menu. Click on any of the Planning items and you will be taken to the planning module for that individual item. You will see a further Drop Down menu listing Meetings and Reviews, click on that item and you will taken to that window


4. Adviser

  • WHAT
    This allows the software user to invite an Adviser into the software to collaborate with the user
  • WHO
    The Software user or approved software user
  • WHY
    Business owners will be working alongside Strategic Planners, Business mentors, Coaches, Financial Advisers, Chartered Accountants, Trustee Companies and Solicitors
  • WHEN
    At the point of time when it is appropriate for the Business Owner to collaborate with the Adviser
  • HOW
    Move to the Dashboard and then the Drop Down Menu. Click on any of the Planning items and you will be taken to the planning module for that individual item. You will see a further Drop Down menu listing Adviser, click on that item and you will taken to that window. You can invite your adviser from this window

5. Supporting Documents

  • WHAT
    This is where you can upload supporting documents into the software
  • WHO
    The software user or approved software user
  • WHY
    There are often documents that are needed to be stored on line for easy access. This offers an entry to the 'paperless office'.
  • WHEN
    At a point that’s convenient to the software user, during a work action or systemised work processing
  • HOW
    Move to the Dashboard and then the Drop Down Menu. Click on any of the Planning items and you will be taken to the planning module for that individual item. You will see a further Drop Down menu listing Supporting Documents, click on that item and you will taken to that window. 

6. Key Dates and Deadlines

  • WHAT
    This is the record of the Goals, meetings and any other actions posted on the software for date and time review including Key Performance Indicators
  • WHO
    The software user or approved software user
  • WHY
    This will assist in reaching date and time targets and deadlines. It will also assist the software user to plan
  • WHEN
    When it is an appropriate time to set the Deadline, target or KPI
  • HOW
    Move to the Dashboard and then the Drop Down Menu. Click on any of the Planning items and you will be taken to the planning module for that individual item. You will see a further Drop Down menu listing Key Dates and Deadlines, click on that item and you will taken to that window. 
     Hover the curser over the entries and the appropriate posting will appear. Take note that the postings are colour coded signifying the progress of each Key Date and Progress

7. Notes

  • WHAT
    This is the window that you can post important Business related notes for future reference on the software
  • WHO
    The Software user and approved software users
  • WHY
    Very often Business owners will have ‘good ideas’ or important issues to save for further action or referral
  • WHEN
    Available to the Business owner at any time
  • HOW
    Move to the Dashboard and then the Drop Down Menu. Click on any of the Planning items and you will be taken to the planning module for that individual item. You will see a further Drop Down menu listing Notes, click on that item and you will taken to that window. 
     Post note in the designated area

8. Security

  • WHAT
    This is the window that enables you to add other users to the software users account
  • WHO
    The Software user only
  • WHY
    The software is designed to be a dynamic business tool. It may need input from other users apart from the Main Software user
  • WHEN
    At a time deemed appropriate by the Main Software user
  • HOW
    Move to the Dashboard and then the Drop Down Menu. Click on any of the Planning items and you will be taken to the planning module for that individual item. You will see a further Drop Down menu listing Security, click on that item and you will taken to that window.  You will see an ‘invite’ button that will enable other approved users to use the software

9. Activity Log

  • WHAT
    This is a record on usage of the software
  • WHO
    It will list all users of the software
  • WHY
    An actual record of users able to be used as a documentary record for monitoring
  • WHEN
    It will provide a chronological record of all software usage at the point that the softer user needs to view it
  • HOW
    Move to the Dashboard and then the Drop Down Menu. Click on any of the Planning items and you will be taken to the planning module for that individual item. You will see a further Drop Down menu listing Activity Log, click on that item and you will taken to that window.
    Your Activity Log will appear