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Posted by Romeo Elias June 14, 2016

For many do-it-yourselfers, it sometimes is easier to get started with an existing template than from scratch. Over the years we have developed many templates for many customers in many industries. This enabled us to collect a lot of best practices and insights and created a large library that we often provide to new and existing customers.

It's interesting how similar the processes from companies in different industries can be. Also, it's surprising how different the processes from companies in the same industry can be.

Here's a list of some of those templates:
  • Executive project management
  • Project management
  • Process Management
  • Operations management
  • Team scheduling
  • Investment management

  • Loan management
  • Appraisal management
  • Software Lifecycle development
  • Resource Management
  • Marketing campaign and opportunity tracking
  • Sales automation
  • CRM
  • Portfolio management
  • Association Management
  • Meeting Management
  • Help Desk
  • Issue tracking
  • Bug Tracking
  • Document Management
  • Construction Management
  • Task Management
  • Time Tracking
  • ISO 9000
  • Patient Data Management
  • Quality Management
  • Marketing Forecasting
  • Business Data Reporting
  • Non-Profit Management
  • Inventory Management
  • Human Resources Management
  • Labor Management