Tranzparent Software

Where do I start?

Once you have entered Tranzparent Software, where do you start?

1. Move to Company Settings page to set yourself up on the software (The Company details should be inserted automatically when Software Sign Up Page is completed)

Move to the Drop Down Menu and then move curser to ‘Operational’; and move to Company Settings.
Check that details entered from ‘Software Sign UP’ page are correct

There are several functions within this window using a Drop Down Menu. The functions are:

  • Company Details
  • Logo
  • Customisation (where your Accounting Software can be loaded - go to Dashboard, click Operational and click Company Settings. Insert Accounting Software Name and underneath insert Website or login page details. The next fields allow for your Key Contact details to be inserted - go to Custom Program Title and add the name of your most frequent on line Contact and place Website details underneath
    These two links will now automatically appear in your software
  • Shareholders (where you can post current shareholders)
  • Security (Where you can invite further specific type users into your licensed software)

2. Now, do you want to connect to your preferred Business Accounting software through Tranzparent Software and keep a permanent link in place? If you do, here we go

Move to the Drop Down Menu on the Dashboard click Operational, at the top of the menu, you will see no Accounting Software listed or your Accounting Software of choice listed.
If the Accounting Software is listed, click and you will be taken to your login page.
If your Accounting Software of choice is not listed, please follow the steps below:
To load the appropriate Accounting Software Provider Connection, move down to Company Settings on the same Drop Down Menu(or use the quick button at the top of the Dashboard page) and then move to Customisation. Enter the required data into the fields listed as 'Accounting Program' and 'Accounting Program Link' and your preferred Accounting Software Provider will be available.
Move back to the Drop Down Menu, click Operational and you will see your Accounting Software. Click on the Accounting Software named and you will be taken to the login page

3. Next up, how about connecting to your most important business contact through Tranzparent software and keep a permanent link in place?? If you do, here we go again:

Move to the Drop Down Menu on the Dashboard and click Operational, if you see your Key Contact, click on the name and you will be taken to their Website.
If you don't see the contact, no Key Contact has been loaded
To load a Contact move down to Company Settings on the same Drop Down Menu and then move to Customisation. Enter the required data into the fields listed as 'Custom Program Title' and 'Custom Program Link' and your Key Contact will be available.
Move back to the Drop Down Menu, click Operational and you will see your Key Contact. Click on the Key Contact named and you will be taken to the Website

4. Now, if you are ready, move to the business plan section to start your business plan

  • Start at the ‘dashboard’ and go to the menu at the top of page
  • Click on ‘planning’ and then ‘business plan’
  • This will open the business planning section
  • To add a goal for your business, click on ‘add a new goal’
  • Complete the required details for adding a goal (including deadline)
  • Next, choose your strategy for reaching your goal. Click on strategy in the menu and add your strategy then save
  • Tactics are up next. Click on tactics in the menu and then the section showing ‘+ add a tactic’. Complete the required details and save (position your curser over the + sign, click and the input field will temporarily turn colour blue whilst loading and then ready for you to input details)
  • You can now add your action plan to each tactic. Click on action plan on the menu and then ‘+add a tactic’. Please note that there is a drop down box within ‘action plan’ which will link to the tactic being actioned (position your curser over the + sign, click and the input field will temporarily turn colour blue whilst loading and then ready for you to input details)

    A contingency plan can also be added in the event of failure of your goal. Click contingency plan in the menu and enter the details here
  • If you wish to add key performance indicators click on ‘key performance indicators’ on the menu. You will enter progress details and other time managed information here including deadlines (position your curser over the + sign, click and the input field will temporarily turn colour blue whilst loading and then ready for you to input details)
    There is a section available to take notes that relate to this goal. Click on ‘notes’ and add details as required
  • Key dates and deadlines appears on the menu as well. This will give you a visual record of goals and action taken on a date managed basis and provide deadlines. If you hover your curser over these details it will provide other important information regarding the key performance indicator or deadline. 
  • To view the Timeline in varying time spans, you will see controls in the top left corner. This will alter Timeline from 'Day' to 'Month' to 'Quarter' to 'Year' and 'Full'. You should be able to see the Goals and Action with Deadlines and KPI's (the Timeline also appears on the Dashboard)
  • The strategies, tactics, action plan, kpi’s, notes and key dates and deadlines will appear as a goal report at the rear of the business plan attached as part of the appendix
  • To publish a ‘goal report’, move back to the dashboard and then move to the dropdown menu at the top of the page
  • You will see ‘reports’, click on that menu item and it will move you to a further page where you can choose the type of goal that you wish published (you will be given a choice of ten goal modules from a drop down box titled ‘publish goal report – please select’). You will probably find that the initial goals are "Business Plan'.
  • There is a button titled ‘publish plan’, click on that and you will be taken to a page titled ‘supporting documents’
  •  You will see your goal report listed there
  • Click ‘view’ and your goal report will be available to down load onto your hard disk drive. You can also view the report on the software as well.
  • Further listings such as ‘edit’ and ‘remove’allows those functions as well on this page
  • Supporting Documents can be accessed by returning to the Dashboard, click on 'Planning' at the menu at the top of the page; Business Plan, and when that page opens you will see 'Supporting Documents' on the top menu of that page. Click there and your documents will appear
  • To begin work on the business plan:
    • Click on ‘view plan’
    • Click on create a business plan and a drop down menu will appear showing ‘business plan’ as well as other options
    • Click on ‘business plan’ and your plan will appear
    • Remember, your business plan can be viewed by anybody you want to see it at the time you choose (prospective buyer or successor of your business, your bank, your advisers. This is primarily at directors level but may be overseen by shareholders
    • You will see ten separate sections, they are all important
    • NB: To view the prompts, position your curser over the blue question marks on each section and the prompt will appear
    • Work through the sections, saving each session as you go, these are the ten sections:
      • Business details – important technical data from your company
      • Introduction – describing how your company started, how the company infrastructure is set up and other important information
      • Business operation – here we go, lets get control of your company and drive it forward. This section will release the handbrake and engage first to top gear
      • Marketing – extremely important section intended to promote your business now and into the future
      • Compliance – we are obliged to be compliant, how do you stack up
      • Governance and structure management– what is the level of governance in your company, do you have regular directors meetings
      • Team and management structure – what is the significance of your employees to your business, who are your key employees
      • Risk management (contingency plans) – how well are you prepared for the unexpected
      • Work processes – all companies follow a disiciplined approach to certain work processes, list the important ones here, add systems and routines if you wish
      • The finances – use this section to forecast where you want to go financially with your business.
    • Remember, this is a live document, additions and changes can be made at any time reflecting the dynamic nature of a business
    • Remember also to use the Save button at the foot of each page when completing your work on the section or if you leave the page at any time. If you believe that you have made an error on any section or page, don't Save and the page will restore to when you went into that page
    • When you have completed the sections, click on ‘publish plan’ at the foot of the contents page
    • This will take you to a futher page where you can confirm publishing and also add the goal report as an appendix.
    • Remember, you can also publish at any time giving you a snapshot of your work to date. Just follow the same steps
    • After you have confirm publish plan, you will be taken to another page titled ‘supporting documents’.
    • You will see the documents that you have created ready for viewing.
    • Simply click view and the document will place a PDF of your work into your hard disk drive on your computer.
    • You will also see that you can edit and remove the listed documents on this page as well

5. Next, move to the Exit and Succession plan section

  • Start at the ‘dashboard’ and go to the menu at the top of page
  • Click on ‘planning’ and then ‘exit and succession plan’
  • You can add goals for the exit and succession plan as well
  • To add a goal, click the ‘add a new goal’ button and follow the directions as explained in the business plan section of the 'User Instructions'
  • You will see eight sections in the exit and section plan, complete each section fully where possible and remember, you can insert as much information as you wish
  • NB: To view the prompts, position your curser over the blue question marks on each section and the prompt will appear
  • Remember, this exit and succession plan is intended for the shareholders (owners) of the company. It is normally not shared with others but the estate planning goals may be shared with estate planning advisers
  • Remember to also use the Save Button at the foot of the page when completing your work on the section or if you leave the page at any time. If you believe that you have made an error on any section or page, don't Save and the page will Restore to when you went into that page
    • Business details - important technical data from your company
    • Introduction – place the story of your business here. This can be important as a chronical as plans can extend for some time into the future
    • The plan – here we go. How do you want to exit your business, when do you want to go, what do you want to sell your business for. Insert your plan here and you are under way to exit your business
    • Contingency plan – sometimes life can insert an unknown and unwanted part to your plan. List your contingencies for those unexpected occurencies here
    • Estate plan – often forgotten, unplanned or some instances a total mess. Your business is an asset that may be the biggest that you will own. There are major estate planning ramifications that can take place. Link your estate planning to your exit and succession plan here
    • Personal retirement or acquisition of a new company – the sale of a company can produce a large sum of money. It is a capital gain (non taxable) so will not be charged company tax (currently 28c in the dollar). What are you going to with all of that money. Plan ahead using your money wisely here
    • Sale administration – right, your plans have achieved the goal and now its time to sell. Complete the details here and move through the selling process
    • Implementation date and sale date – these are actual dates listing when your plans started and the sale date
    • Review - you are able to list here your review date on your exit and succession plan. Remember though, because this software is dynamic, you can review this plan at any time at all
  • The exit and succession plan can be published at any time, prior to completion, at completion or at any time after completion.
  • It can be updated when you wish and can take into consideration any change of circumstances or plans that you may wish to record or make
  • The exit and succession plan highlights estate planning. You are able to set goals for estate planning that can be linked back to your exit and succession plan
  • You can publish your exit and succession plan by using the ‘publish plan’ button at the foot of the contents page
  • If there are any goals set within the exit and succession plan, you are able to add the goal report as an appendix
  • When you click the ‘publish plan’ button you will be taken to a new page where you will be asked to confirm ‘publish’. On that page you will see ‘include the following appendices’, simply click the goals click box and the goal report will be published as an appendix to the exit and succession plan

6. Next, move to the Business Model Section

  • Start at the 'Dashboard' and go to the menu at the top of the page
  • Click on 'Operational' and then 'Business Model'
  • You can add Goals for the Business Model as well
  • To add a Goal, click the 'add a new goal' button and follow the directions as explained in the Business Plan section of 'User Instructions'
  • You will see four sections in the Business Model, complete each section fully where possible and remember, you can insert as much information as you wish
  • NB: To view the prompts, position your curser over the blue question marks on each section and the prompt will appear
  • Remember to use the Save Button at the foot of the page when completing sections or if you need to leave the page at any time. If you believe that you have made an error on any section or page, don't Save and the page will Restore to when you entered that page
  • Remember also , the Business Model is intended for the Directors and Shareholders of the company to use as they wish

Introduction -The importance of your Brand, Vision and Mission Statements

The Machine - How do you operate your business? Are all the vitals parts of your machinery in place? Is it fined tuned and humming along?

How we make our Money - Sales and Service and all the other parts of your Money Making operation. Secrets to your success

Time Tunnel - The Past, the Present and The Future. How has your company performed and achieved in the Past, how is it performing and achieving currently and how do you think it will perform and achieve in the future

 

  • The Business Model can be published at any time, prior to completion, at completion or any time after completion
  • It can be updated when you wish and take into consideration any change of circumstances or plans that you may to record or make 
  • The Business Model is the culmination of your Business Plan and the Goals that have been set. It is the 'Finished Product' describing your business. It operates as a 'window' into your business and can also be used a litmus test as to the level that your business has attained. Along with your Brand, the 'Business Model' is the true indicator of the value of your business and can be confirmed by a performance based (financial report)analysis of the Business (see 'The Finances' in 'The Machine' section). The Business Model can be provided to potential Buyers, Banks and Government Agencies at the discretion of Directors or Shareholders. It links with the Exit and Succession Plan as documentary evidence as to the General Health of the Business and its readiness for sale
  • You can publish your Business Model by using the 'publish plan' button at the foot of the contents page
  • If there are any Goals set within the Business Model, you are able to add the Goal Report as an appendix 
  • When you click the 'publish plan' button you will be taken to a new page where you will be asked to confirm 'publish'. On that page you will see 'include the following appendices' simply click the goals click box and the goal report will be published as an appendix to the Business Model. You can also add Financial Reports and any other appropriate information as appendices at your discretion

Now, there are more alerts, time and action indicators and charts on tranzparent software for you to see, understand and use to assist with making your business the best.
Continue on with the ‘user instructions’ and we will take you around the entire software using the words ‘what’, ‘who’, ‘why’, ‘when’ and ‘how’. If you have any questions regarding the usage of the software, please contact us on the chatroom that’s available to you to communicate or contact us on our 0800 number if you are based in New Zealand.