• Employee Self Servicemore +
  Calendar, leave, claims and personal organisation tools
  In order to support the effectiveness of the team we need to increase the effectiveness of the individual. Orax SDI provides many tools that the individual can use to improve the effectiveness of the team and therefore the business. There are also tools needed for employment, such as leave management, payroll, claims, shared calendars and more. Then there are tools for personal improvement and self management like priority lists and personal notes.external linkhelp referencevideo
• Calendarmore +
  Manage your personal and shared calendars
  The calendar is an important part of operations. When you are on leave, in a meeting or on site somewhere and unavailable the calendar instructs the service desk and service related modules that you are unavailable for new work assignments. The calendar also allows for sharing of group and team availability. Leave, standby and appointments all revolve around the calendar.
• Shared group and team calendarsmore
  
  Each team and group has a shared calendar. This allows for easy collaboration in terms of time management in the team or in a specific functional group.
• Meetingsmore
  
  Meetings are used to setup appointments between people. Meetings can be a once off occurrence or a recurring event.
• Remindersmore
  
  Create once-off or recurring reminders to enhance your diligence.
• Leave Applicationsmore
  
  Apply for leave conveniently in your calendar from your smart phone or desktop. Leave applications are automatically sent to your line manager or any other manager defined in the human resources module.
• Training engagementsmore
  
  Whether you schedule the training or are a student in a training session, log the event in the calendar to ensure its both visible and billable. Training events can be applicable to both customer services and internal events.
• Standby schedulingmore
  
  Scheduling standby in the calendar allows for visibility and system action. Create automated actions and billing based on standby schedules.
• On site eventsmore
  
  When you need to be on-site somewhere for an event, contract or other engagement, log it in the calendar to ensure that its visible and billable.
• Learning Portalmore
  Courses are presented in the learner portal for both employees and external students
  The learning portal is available to employees and students. It is the student side of the training and education module. This is where students enroll in courses modules and assignment.
• Credit Card Expensesmore
  
  Load credit card batches and allocate the transactions to employees. Employees will be able to allocate transactions to specific expense types on the homepage and add slips. Managers are able to approve transactions.
• Priority listsmore
  
  Priority list is a personal tool available that will help you prioritise lists. It needs to be switched on in your account settings. It will show up on the homepage. Priority list's are not shared with other team members.
• Personal notesmore
  
  Switch on the personal notes facility that shows up on your homepage. Personal notes are used for management of information that is applicable to yourself. It is not shared with any other users on the system.
• Expense claimsmore
  
  Use your smart phone to quickly capture expense claims and take a picture of the slip. Expense claims can be processed in the human resources payroll module.
• Travel claimsmore
  
  Add travel claims to meetings and events in the calendar.
• Account settingsmore
  
  Manage your personal profile and preferences
• Communication & Contentmore +
  Groups and teams communicate and retain knowledge
  Collaborate and communicate in the team or in functional work groups. Create groups and post updates. Share calendars, discussions and documents. Document policies, guidelines and customer agreements in a secure environment. Retain knowledge and discussions in the knowledge base in documents, note and files.external linkhelp referencevideo
• Contactsmore
  
  Manage customer, supplier, internal and external contacts companywide.
• Document archivingmore +
  
  Archive an unlimited amount of documents in a digital store. Configure high security folders and folder actions to deal with approvals and processing workflows. Secure your digital assets on an individual or team level.
• Secure folder managementmore
  
  Quickly define new folders and define security privileges. All subfolders will inherit the parent folder's security privileges.
• Workflow and approval managementmore
  
  Define folder actions to ensure that notifications or approvals are automatically sent when new documents are uploaded. Advanced workflows are possible when using the development tools.
• Documentsmore +
  
  Manage content and knowledge in a secure environment. The documents module gives the entire company access to important information guidelines and policies.help reference
• Secure document managementmore
  
  Each artice, note or file in the system can be secured on an individual team or group level.
• Collaborationmore +
  
  Collaborating in the team or functional group is an important part of this system. Create groups to quickly send updates or share resources. Discussions can be used to develop ideas policies or guidelines in a distributed fashion, using a group of people as subscribers.
• Secure communication & collaborationmore
  
  Instead of using an external social media app to communicate in the team or company wide, this system provides the communication and collaboration tools to securely and effectively communicate in your corporate CRM.
• New Groupmore
  
  Create groups for functional teams or projects. Groups allow home page postings to update all members. This is a quick and effective way to replace social media apps for company communication.
• New Discussionmore
  
  Discussions are used to develop guidelines policies or any other form of collaborative development.
• New News (dashboard and apps)more
  
  Publishing news and events to the homepage or external dashboard using the news element. News is scheduled for a specific period. The news element is an effective tool for company communication.
• Website managementmore +
  
  The system provides a website infrastructure. Create a new website structure and style. Publish to a specific domain and secure it with a certificate. Manage content in the documents module or in the website module.
• Code and asset maintenancemore
  
  The website management module allows HTML and CSS creation and maintenance. Upload files and other pictures. Develop scripts and all code needed to support your website. In bed resources that are maintained in the documents module.
• Content managementmore
  
  When using the website infrastructure content can be managed inside the CRM. This means that yet again an external system is eliminated in your company's core communication components.
• Sales & Customer Relationshipsmore +
  
  Sales teams need tools to empower their efforts, not bog them down with admin. Whether on the road with a smartphone or tablet, or office bound with a desktop, Orax SDI provides all the power you need to efficiently increase effectiveness and efficiency. Quickly create sales quotations and orders. Manage a sales pipeline if that is what you need. Empower and facilitate better relationships and better visibility into customer satisfactions across teams, regions and categories. Automate satisfaction rating requests and surveys or deploy online commerce. Efficiency in the sales process translates to increased revenue.external linkhelp referencevideo
• CRM Activitymore
  
  Manage customer relationships from a teams perspective. Plan by creating appointments in your calendar and then follow up by adding feedback and issues in the CRM module. This allows for a full life-cycle of the relationship. All involved internal parties can be notified of any significant issues.
• Sales pipelinemore
  
  The sales pipeline runs independently of sales quotations. This means that it is an optional module. Sales quotations can be integrated with the sales pipeline. This means that when I quotation is created an entry is automatically made in the sales pipeline.
• Quotationsmore
  
  Quotations can be created conveniently on the road from your smart phone or tablet or in the back office from a desktop. It is quick to duplicate a quotation for a new sales opportunity. Email sales quotations from the system or share them using WhatsApp.
• Marketing Campaignsmore
  Email, SMS and Phone campaigns
  Create campaigns for trusted customer communication. Email campaigns, SMS campaigns, whole phone campaigns can be created and managed in the system. Campaigns serve as a source for the sales pipeline.help reference
• Satisfaction surveysmore
  
  As part of the customer satisfaction tools, you can create and send custom surveys.
• Customer Self Servicemore
  
  Customers are able to log into the system from a desktop, tablet or smartphone to manage their own service and sales accounts.
• eCommerce and online shoppingmore
  
  When you need to increase efficiency in your sales pipeline, you may use the e-commerce tools like an online shopping site to provide customers with self-help options. Want your shopping site is set up you can manage everything from the inventory and campaigns options.
• Services & Service Managementmore +
  
  Whether you need a simple helpdesk for after sales services or run a fully fledged managed services operations the Orax SDI system provides a powerful Service Desk. More than this, the tools you need to manage many diverse services are standard in Orax SDI. From project management to job cards and field service. Service delivery is at the heart of the Orax Service Delivery Infrastructure. Deploy an LMS (learning management system) in your organisation or for your customers. The Wide-Area-Monitoring and Automation module allows you to monitor and manage distributed systems.external linkhelp referencevideo
• Service Deskmore +
  
  The service desk manager is both external customer requests and incidents as well as internal tasks.
• Service Call managementmore
  
  Create service calls by email or manually in the system. Route service calls automatic in a round-robin fashion or by using a call route team. Automatic assignments of service calls are possible using technician to location or contract allocation.
• Internal task managementmore +
  
  Create internal tasks to address current work assignments and recurring schedules. Internal tasks are used to replace email requests. Tasks remind both the instructor and the assignee to complete the task on time.
• Routine maintenancemore
  
  Using tasks schedules is a very effective way of addressing routine maintenance. Contracts that require routine tasks can be managed with ease.
• Parts, labour & billing managementmore
  
  Each service call or task can receive parts and labour allocations. If needed for billing these are very handy and directly on the work record.
• Escalations and warningsmore
  
  Each service call and task has a deadline. Automatic escalations of time warnings ensure that the direct manager and the next level or kept in the loop.
• Customer satisfaction ratingmore
  
  Part of the service desk is an integrated writing system. Ratings are sent to customers automatically or manually depending on preference and accumulate customer satisfaction ratings.
• Batch service changesmore
  
  In a system where many tasks or service calls or pending it is easy to change assignment based on batch preferences.
• Projectsmore +
  
  Manage internal and customer projects with effective collaboration and communication. Create tasks and allocate resources.
• Customer collaboration and visibilitymore
  
  Use the one click reporting functionality to send a quick status update to all involved parties.
• Service desk integrationmore
  
  Service desk integration means that an active project can follow a bottom up methodology. Create tasks or service calls in the service desk and link them to an active project to accumulate resources. Bill active projects using either time and materials or fixed cost.
• Project billingmore
  
  Manage project building on the billing tab to ensure that all deliverables are invoiced correctly.
• Baseline managementmore
  
  Create a baseline when you activate your project plan.
• Project cost managementmore
  
  Allocate cost to a project either in a bottom up fashion or top-down.
• Project resource managementmore
  
  Allocate one or more resourceful a task in order to complete project tasks. Each resource will see their tasks on their homepage.
• Active projects timelinemore
  
  View a timeline of all active projects.
• Active project tasksmore
  
  Query project tasks across all active projects.
• Resource availability managementmore
  
  Search skills and availability of resources in a distributed environment.
• Resource skill searchmore
  
  Set up and manage skills across your company. Search for resources based on skills.
• Template projectsmore
  
  Create templates for projects that are often performed. When a new project is created off a template the basic structure is already in place.
• Kanban Boardsmore
  
  Quickly and effectively manage projects, campaigns and production using Kanban boards in Orax SDI. Kanban boards are available in the Service Desk, Projects and Production modules. Drag and drop team collaboration an all devices.external linkhelp referencevideo
• Job Cardsmore +
  
  Manage repairs and maintenance for your own equipment or customer contracts. Create job cards to receive specific items with serial numbers. Allocate parts and labour, and manage billing.
• Job Card pipeline managementmore
  
  All job cards go through a specific pipeline. This means that they start as received or initiated and then progress to a completed and finally billed state. This pipeline consists of different stages. Define your specific pipeline stages before you start working with job cards.
• New Job Card creation and schedulingmore
  
  Create new job cards on the fly or in advanced. Schedule new job cards in the future. Or use the maintenance schedule option to automatically create job cards for a specific maintenance contract as needed.
• Quotation and Billingmore
  
  When a quotation is needed in order to proceed with the job card, simply create the quotation off the job card in the system.
• Install base managementmore
  
  Set up automatic maintenance schedules and contracts in the inventory. This means that the installed base either at your customer or internally has a fully implemented maintenance schedule.
• Maintenance schedulesmore
  
  Create automated recurring maintenance schedules. Cater for maintenance contracts.
• Education and B2B online trainingmore +
  
  Online training for your workforce or customers. Ensure that all staff or students are properly certified and trained for the job at hand. The educational module allows for efficient and effective online training.external linkhelp reference
• Course managementmore +
  
  Build your curriculum by creating courses and making them available to certain groups of students. Students are allowed to enrol in specific courses.
• Module managementmore +
  
  Each course is made up of one or more modules. A module is a deliverable that leads toward a successful course. Each module exists of one or more assignments.
• Assignment managementmore +
  
  Educational modules consist of one or more assignments. Assignments are the smallest deliverable in the educational system. Each assignment may have an assessment. If no assessment is available the assignment may be completed without any testing.
• Online Assessmentsmore
  
  Create assessment that allow you to easily and automatically score students. Successful assessments lead to completed assignments. Assessments are online tests. Students may complete their assessments remotely or in a classroom. Assessments may have a time limit and use alternating questions to ensure that all assessments are not the same.
• Student managementmore +
  
  Manage large amount of students and communicate with ease.
• Communication and collaborationmore
  
  Use the educational forums to allow students and trainers to collaborate in a positive learning environment.
• Training day managementmore
  
  Even with online training you off and have a training day with students and trainers collaborate in a physical space. Schedule and book these training days with ease.
• Automation and Wide-Area-Monitoringmore +
  
  The automation module allows you to integrate with and monitor external systems. External systems can be hardware or software programs or any other device. Automation is used for integration with external computer systems. The automation module is also used to manage external dashboards. These are big screen TV is mounted on the walls that show specific data related to processes or just information.
• System managementmore +
  
  The automation module is built around communication with external systems. Create and configure new systems from template or by cloning other systems.
• Metric & trigger managementmore
  
  Each system I have one or more metrics. I metric is a specific measure that he's taken and may have a threshold and a specific action if the threshold is breached. Metric errors can result in service desk calls.
• Blackout managementmore
  
  In order to deal with the routine maintenance on an automation site the black out event is used to switch off all triggers.
• System Integrationmore
  
  In the case of an external system that needs to be integrated but has no API, an automation config can enable the system to remotely perform integration tasks.
• Automation reportingmore
  
  The automation module has reporting options that allow you to trend and report on external system health.
• Billing & Customer Statementsmore +
  
  Manage customer accounts with precision. From recurring billing to foreign currencies and more. Create sales invoices manually or in batch using billing batches. Configure ongoing billing parameters to allow for billing runs on a large customer base. Capture bank statements and send customer statements. Orax project development can create billing items that harvest figures from usage databases to allow for simple billing of usage based services. Ensure that your sales are completed with a robust, professional and effective billing management system.help reference
• Customer accountsmore
  
  Manage local and offshore customer accounts. Sell communicate and collaborate with your customers.
• Sales Ordersmore
  
  Create sales orders from quotations all manually. If using e-commerce sales orders are automatically generated from the customers cart.
• Sales Invoicesmore
  
  Sales invoices create accounting transactions. Sales invoices can be created as a result of an approved quotation or sales order. Sales invoices are recorded against customer accounts.
• Batch Billingmore +
  
  Billing batteries are used to create many sales invoices and customer statement in one go.
• Batch billing based on usagemore
  
  Create billing batches using configured options. Bill from usage tables for standard service agreements. Easily create customer statement and send them in a billing batch.
• Credit notesmore
  
  Issue credit notes for customer refunds. Credit notes often accompany sales order returns.
• Inventory & Asset Managementmore +
  
  Manage inventory and assets across an unlimited amount of distributed locations with ease. The Orax SDI system allows you to create an unlimited number of locations and warehouses. You also have access to sales logs and serial numbers on customer locations. Inventory and assets could be high risk and high impact areas of a business. Effectively managing stock levels and asset movement are crucial to a large business. Track serial and lot numbers and expiry dates. Effectively dispatch and track orders. Manage your inbound and outbound queues.external linkhelp referencevideo
• Inboundmore
  
  Inbound in inventory from suppliers or customer returns can be managed in the inbound tab. Goods receipts are processed based on purchase orders. Manage partially delivered purchase orders.
• Transfers & Consignmentmore
  
  Transfer goods and assets between internal locations and warehouses. Transfer stock to consignment locations.
• Internal consumption & assemblymore
  
  Record internal usages and stock losses. Record small assembly orders.
• Outboundmore
  
  Dispatch stock from your warehouse using good dispatches or purchase order returns. Partially ship stock to customers.
• Stocktakesmore
  
  Perform stock takes on internal and consignment stock locations. Use variances for billing or adjustment.
• Locationsmore
  
  Create an unlimited amount of locations. View stock valuation report and stock movement report on locations.
• Inventory listmore
  
  Manage large inventory lists with is using batch functions. Manage inventory with or with out pricing access. Configure supply chain preferences. Setup inventory or sales kits.
• Production Managementmore +
  
  Whether you run a small assembly operation or a manufacturing operation it is important to have the right tools to manage all processes effectively. The production order management module allows you to create templates and then issue production orders from those templates. You are able to log production steps on the factory floor to facilitate real-time tracking. Create detailed bill of materials based production orders with steps for each specific process. Monitor in-progress orders on a customer, order or item level.
• Active production ordersmore
  
  Manage active production orders by sorting according to sales orders or customer or item.
• Order Templatesmore
  
  Create and refine production order templates. Define bill of materials and production steps. Add detail blueprints and documents as needed. Develop costing.
• Factory floor loggingmore
  
  Each active production order has a list of steps to perform. The steps are managed by logging the progress on the factory floor.
• Human Resources & Payrollmore +
  
  The heart of every business is its workforce. The human resources module allows you to manage employees, contractors and recruitment. You can manage skills, employment records, rosters, timesheet, commissions, claims, billing rates and all other employment functions like payroll leave and more. Ensure that employees have self-service tools in hand where ever they go to streamline internal processes around human resource management.
• Employee managementmore
  
  Manage all aspects of employment including disciplinary records other notes skills rights rosters and more.
• Contractor managementmore
  
  Manage contractor records in the human resources module.
• Recruitmentmore
  
  Allow new applicants to capture their own detail in the system using an external web link. Manage recruitment by updating the records and adding notes as needed.
• Rostersmore
  
  Create rosters per location or per employee. Rosters can be sent via SMS or email.
• Timesheetsmore
  
  Service billing requires time sheets per person. Manage timesheets by adding time to records in the system as you work. Timesheets are available in the human resources module.
• Commissionsmore
  
  Set up commissions on the employee record and in inventory and use commissions for payroll.
• Leave and Claimsmore
  
  Manage several types of claims like expense claims, travel claims, standby, call out and other. Manage leave approvals.
• Payrollmore
  
  Creating payroll batches allows the payroll admin to create many payslips at once. This is a very efficient way to deal with payroll.
• HR Setupmore
  
  Configure important settings and other Human resources options.
• Procurement & Supply Chainmore +
  
  Procurement is part of every business whether you buy Inventory to resell or equipment, services and office accessories for internal use. The suppliers and procurement module allows you to effectively manage supplier accounts and all activity related to purchasing. You are able to conveniently capture supplier invoices in order to approve and process them. Create quotation requests, purchase orders, debit notes, and purchase invoices with ease. When the need is there you can manage inventory effectively by using material resource planning. Set up order preferences so that the system can suggest order quantities.
• Suppliersmore +
  
  Manage suppliers whether local or import with terms and conditions and all aspects of procurement.
• MRP Order Preferencesmore
  
  Order preferences are used for an optimised supply chain. These preferences helps the system know when to order specific items. This is part of the material resource planning.
• Quotation Requestsmore
  
  Use quotation request to initiate pricing from a supplier. Oftentimes before issuing a purchase order you may wish to request a quotation.
• Purchase Ordersmore
  
  Issue and manage purchase orders. View outstanding and short orders. Set up supplier order preferences to streamline your supply chain.
• Supplier Invoice Managementmore
  
  When a supplier sends an invoice that invoice off and needs to be approved and then processed for payment. This process is handled in a specific tad on the suppliers module.
• Purchase Invoicesmore
  
  A purchase invoice is an internal record of a supplier invoice. It is basically a duplicate of the supplier invoice. A purchase invoice is used in the system to adjust the general ledger.
• Debit notesmore
  
  When goods need to be returned to suppliers issue a debit note once the goods returned order was received.
• Reporting & Analyticsmore +
  
  Successful operational management requires an understanding of what is happening on the floor. Visibility into processes, departments and operations are extremely important when you want to increase the efficiency and profitability of specific areas of your business. Orax SDI includes several standard reports and analytic reports as well as provide the ability to create custom reports. Reports can be viewed in the portal or scheduled to be sent on a recurring basis. The reporting tools in the system saves a lot of time. Managers no longer need to spend days preparing data and spreadsheets in order to create reports. Once a report has been developed it can be distributed automatically on a weekly or monthly basis.
• Sales performance reportsmore
  
  Sells performance reports include reports to help you optimise and maximise your sales performance. Sales can be viewed from a perspective of quotations or invoices.
• Service performance reportsmore
  
  Service performance and enhancement require visibility. The service performance reports allow you an internal view into the efficiencies of your services.
• Service billing reportsmore
  
  When selling services it is often required that billing reports be distributed. Billing report form part of the billing aspect.
• Report management and schedulingmore
  
  In a large system they may be many reports scheduled for automatic distribution. There are two is to manage these schedules.
• Human resources reportsmore
  
  Yuman resources we bought mostly focus on payroll. The majority of reports or text reports used to submit information or reconcile tax information.
• Accounting and financial reportsmore
  
  As part of the ledges module accounting and financial reports are available in the ledges module. These reports are privileged and only accessible to the financial admin is as set up in user admin.
• Custom reportsmore
  
  Managing a business or division requires visibility. In many cases it is important to have a specific report that shows the progress of a goal or the state of an operation. Develop customer reports to address a specific need. Schedule reports in order to receive a dynamic copy in your inbox on a regular basis.
• Banking & Accountingmore +
  
  The ledgers and accounting module enables you to keep a close watch on your financials in a large or medium sized business. Part of the functionality include the management of bank accounts and cashbooks. Financials are built around the general ledger with debits and credits that need to balance. The ability to add journal entries and business centre allocations makes for a powerful solution. Manage your accounts receivable and accounts payable effectively and view all the important performance and tax reports needed to ensure that your company is performing at its best.
• Financial health overviewmore
  
  The financial overview tab provides a quick overview of the companies performance. At the top is a sales and profitability trend. A summary of cash flow state shows the health of the company.
• Bank accounts and cashbooksmore
  
  One of the most important aspects of financials are effective bank management. In the bank or cash books tad you are able to manage bank account and cash books. All cash accounts should be reconciled.
• Journalsmore
  
  Create manual journal entries for specific financial transactions. Allocate all move funds between divisions once off or on a monthly recurring basis.
• General Ledgermore
  
  The general ledger is the heart of the accounting system. Accounts with debits and credits make up the general ledger. In the beginning of the financial year opening balances have to be set up. At the end of a financial year a trial balance is used to produce financial statements. Query individual general ledger accounts and budgets.
• Accounts receivablemore
  
  Sales are not complete with out customer receivables. To ensure that customers do you pay as expected there are several perspectives on the customer accounts and ageing.
• Accounts payablemore
  
  Effectively manage payments to suppliers. Supplier terms require that invoices are paid at a specific date. Use the accounts payable or suppliers tab in ledges to manage this responsibility.
• Tax and Financial Reportsmore
  
  Standard financial reports like a profit and loss statement, trial balance, cash flow statement, and budget variance reports are available in the reporting section. There are also reports to manage tax.
• Accountant and auditor accessmore
  
  Accountants and auditors are external parties. They need access to your financial information. The system has the option to create user accounts for accountants and auditors which allow them to view the required financial information without being able to change it.
• Administration & Configurationmore +
  
  In a large system it is important to manage user accounts and access control of many individual persons and teams. The Administration and configuration module allows you to change the system and the access that individual users and teams have. Using the system parameters and configurations settings you are able to customise the system for your individual needs as a business. Each business needs one or two system administrators to manage the Orax System. They will also support the user base and develop guidelines for training and workflows.
• User Account managementmore
  
  In a business people perform specific roles. Each role may be associated with specific application access. The security privileges and content access for a specific person or team is set up in the user admin module. Firstly teams are created and then user accounts are assigned to teams. Teams are setup in a hierarchical structure to allow for escalated line management.
• System settingsmore +
  
  The system settings module is used to manage all configuration and user accounts in the system. The users of the system settings are typically administrators and often just one or two persons.
• Email logsmore
  
  A typical system sends many emails. An admin may use the email logs module to view emails going out of the system and coming into the system. When users or customers query a specific email, the admin may reference the email logs. The email logs show the status of a specific message as well as the content.
• Message logsmore
  
  An admin may use the message logs to view messages sent via SMS or push notifications. These logs maybe handy in order to either view system usages or exceptions.
• Data adminmore
  
  The data admin module is used to import or export data from the system. This is an admin or development function. In most cases the admin option will be used when a new system is procured. The data admin module may also be used to modify record by adding fields or removing fields.
• Workflow dashboardmore
  
  Workflows are state objects related to specific records or actions in the system. Each workflow has a state log. To keep an eye on workflows and administrator may use the workflows dashboard. The dashboard display current active workflows and completed workflows.
• Workflow notification managementmore
  
  In most cases workflows are built by the Orax development team. Once a workflow is active the recipients of notifications and approvals may be maintained in this section of the system settings. Managing recipients and task assignees is not a developer function but may be managed by an admin.
• System file maintenancemore
  
  This option allows an admin to upload files 10 plates or pictures that are used either by the system or by users of the system. This is an optional area to add items. By default users and admin’s will upload files in the documents module.
• Style and html managementmore
  
  Many of the components of the system are built with HTML and CSS styles. You have the option to add custom styles in order to change the look of the application. They are also options to create templates and styles for emails that are sent from the system.
• Business Improvementmore +
  
  From time to time or on a continual basis it may be necessary to tweak specific business functions or operations in order to maximise efficiency and profitability. The business improvement centre is a module with specialised tools that focuses on setting targets and achieving goals related to reducing risks or increasing revenue. It allows for task, milestone and financial benefit tracking.
• Target Mapsmore
  
  When addressing inefficiencies or improvements in your business set up a target map. A target map is a list of goals or tasks to reach.
• Task Trackermore
  
  In order to reach a specific goal tasks or defined. Each task progresses to words the goal. These tasks can be tracked.
• Financial Benefitsmore
  
  Targets defined in the business improvement centre do you allow for financial benefit tracking. Tracking financial benefits means that tasks completed may have specific financial benefits.
• Cashflow projectionsmore
  
  Use the cash flow projection tool to create new cash flow projections for specific projects or products.
• Development & Process Designmore +
  
  Besides the standard modules in Orax SDI, there are software development tools that allow Orax Solutions to build any custom enhancement in the infrastructure. Custom development can be mobile or desktop apps or other solutions for all types of audiences. Often times it is required that a specialised process is deployed to managed critical business processes or that customer engagement needs a specific self service sales process. All development is done by Orax Support and is quick, efficient and has a fast return on investment.
• Record buildermore
  
  The records builder is used to build records that capture data for a specific process. Building records are simple, but do require proper planning and execution to ensure that the module is future proof and maintainable.
• Workflow buildermore
  
  The workflow builder is used to add workflows to custom or standard modules. A typical workflow would or could include approvals, notifications and more. Workflows are created by Orax support.
• Code editormore
  
  The code editor is used to create custom code. Custom code may be used for workflows custom applications or even apps.
• Portlet & query buildermore
  
  Build queries or charts in the portal. These can be used as a separate report or in a specific report.
• Report buildermore
  
  Develop custom reports in order to schedule them as needed. Custom reports are built by the Orax support team.
• Customisation settingsmore
  
  Many customisation options are available. Most of the options are meant to customise the application for your specific business needs. You can translate words and phrases to a different language or different definitions. You may replace applications. You can change menus and much more.

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