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Data Management System Resolveit - Coggle Diagram
Data Management System Resolveit
Resolveit Function
Create Appointments
All standard letters, forms etc for clients built into DB
Ability to email clients
Create all bills and invoices stored
Store all client data
Marketing reports
Billing reports
Store all referrals sources, solicitors etc
Mediators case management
Finance
Budget available
Set up cost
ongoing Annual cost
Support cost
Support
IT
Backup
Systems needed to support data base
Storage of old data base and new data base
Chalvington Group
Contact
Paul Sayner
Troy Lowe
Data Base
Paul Barrett
Target Dates
Testing
Build Data Base
Training
Start using
Team
Leader DD
Support BG
Training
Accounts team
JS
Mediators
Office Manager
All admin staff
Service Manager