ProTRACK

FEATURES

ProTRACK_Plus has built-in modules which support the following functions:

Performance Dashboard

Provides a bird’s eye view of the organization's performance to help in strategicdecisions

Performance New prospects and projects created in a specific time period
Returns Project Investment trends in a specific time period Jobs (permanent & temporary) created
Status Check Status of existing projects Task Status of existing projects Activity Status of existing projects

Management & Operational Reports

Makes organizational and public reporting easy with customizable reporting formats

Activity Reports Prospects Reports Incentives Reports Budget Reports Customized Reports Task Reports Projects Reports Investment Reports

Business Retention & Expansion

Helps build organizational focus aroundretaining and expanding existing businesses in the region.

Enables Research for tracking clients and related events
Provides Survey generation and result collation capabilities which facilitate the process of online/telephonic/face-to-face surveying of businesses.
Creates a Resource Database to provide BRE representative with which they can use or share with businesses to address needs and issues or to contact resources about the needs of a local business.
Communications Planning provides the users to Record communication details, to enable touch point analysis and help the users to Identify and schedule proactive communications which need to take place throughout the year.
Reports enable analysis of survey results and client communications/data through easy-to-share reports.

Incentive Management & Reporting

Incentives play a major role in attracting Business into your region. There is a lot ProTRACK _Plus can do to manage the incentives while following established regulations and management reporting.

Create incentives based on various factors like the State Bond allocation cap, dynamic discount rates and assesses rates from real estate.
Calculate incentives and create various incentive scenarios to structure bond payments.
Assign incentives to various projects and present to the approving authority.
Calculate and report incentives periodically to higher authorities (e.g. PARIS - Prevention Activity & Results Information System for NY State).

Document Management & Contact Management

Document Management

Keyword-enabled searches from central database
Custom-lists for easy accessibility
Online repository accessible anytime and anywhere
Data cross-linkage with documents, prospects & projects

Contact Management

Keyword-enabled searches from central database
Custom-lists for easy accessibility
Contact report-generation for easy sharing
Data cross-linkage with documents, prospects & projects

Project Management & Prospect Management

Project Management

Aids in planning and managing project activities

Tasks
- Task-creation for project/activity
- Allotment of created task to workforce
- Automated reminders for tasks
- Synchronization with MS Outlook
- Automated reminders to assigned team members

Tracking
- Allotted task status-tracking
- Allotted task sub-status tracking
- Fund-allotment to projects

Prospect Management

Helps manage prospects and organize related information

Keyword-enabled searches from central database
Custom-lists for easy accessibility
Prospect status tracking, online information and collaboration
Cross-link prospects with documents, data & projects for quick look-up

Activity Management & Collaboration

Activity Management

Helps in planning and managing economic development activities

Budgeting Tracking of expenses by activities
Tasks Track activity by status and work programs Task-creation for project/activity Allotment of created task to workforce Automated reminders for tasks Fund-allotment to activities