Practice and Compliance Management - Customizable Software

Practice Management, Compliance and Courses

The Solution for the Automation of Practice and Compliance Management of its Clients.

The Solution is based on the use of Zoho Applications already customized by us and integrated with each other.

Ready-made, but further customizable over time according to one's needs.

Learn about the Components and Functions.

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Customers, Contacts, Locations

Courses

Formal Roles

Reminder Deadlines

Fulfillments

Compliance & GDPR

Solution based on customization of Zoho Applications

The Solution was developed through customization of Zoho CRM, carried out in such a way as to make these applications suitable for the most common needs of Italian companies.

The Solution is further customizable by the Customer, after training (1 hour included in the price of the FAST version)

With the EVOLUTION version-which includes a Custom Pack of Customizations-further customizations will be implemented by us, based on the Client's Requirements.

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Application Components of the Solution:

Zoho CRM
customized

Zoho WorkDrive

Zoho Cliq

Solution Available in 2 Versions:

FAST

Ready-made, but further customizable by the Client.

1 Hour of Training on customizations included in the Price.

EVOLUTION

With already included a package of further customizations (on Customer Requirements):

Custom Pack

Functional Components of the Solution Practices, Fulfillments and Courses

Customers, Contacts, Locations

What is included in the Customer, Contact and Locations Module of the Solution we have already customized:

Customer Master Data

Master Contacts

Customer Operating Locations Master Data

Correlations among Clients, Locations, and Contacts

Correlations with: Formal Roles, Fulfillments, Courses, Deadlines.

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Formal Roles

What is included in the Formal Roles Module of the Solution we have already customized:

Mapping Roles Subject to Formal Obligations (Fulfillments and Courses).

Correlation with Fulfillments and Courses

Correlation with Contact, Company, Location Master Data

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Fulfillments

What is included in the Fulfillment Module of the Solution we have already customized:

Mapping Personal, Corporate, Location Fulfillments.

Definition Recurrence and Periodicity

Definition of Processing Times and Practice Start-up Anticipation

Calendaring Practice Startup by Periodicity and Processing Time

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Courses

What is included in the Course Module of the Solution we have already customized:

Mapping Standardized Training Courses

Association to Formal Roles and Contacts, Locations, and Companies

Definition Periodicity

Scheduling Sessions Associated with Contact

Update Frequency

Filing of Certificate of Participation

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Reminder Deadlines

What is included in the Deadline Reminder Component of the Solution we have already customized:

Automatic Generation of Internal Activity Startup Reminders

Automatic Generation of Customer Activity Startup Reminder

Association of Tasks Associated with Deadlines

Notifications on Practice Advancement / Conclusion.

Entering Tasks into the Agenda

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Compliance & GDPR

The Solution complies with GDPR and Security Regulatory Compliance by:

Registration Consent Privacy Policy

Opt Out Management

Time management parametric updating of consent data

Mapping and Encryption Personal Data

Access Tracking

Login with 2FA

Audit Log

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CUSTOMERS