Introduction to my WayPoint Business Software

Waypoint is designed to be the core office application for clients that adopt it. It is a central nervous system for managing contact relationships, workflow work-in-process, document cataloging and knowledge base content. It does not include accounting, but it is designed to feed demographic and time tracking data to cooperative accounting packages. In particular, an export bridge is included for QuickBooks Pro because that's the accounting package we use here at Breeze Easy.

This rigorous office application includes several major functionalities that clients have needed time and time again over my years of service. It can be adopted as it is, or it can serve as the basis for a customized solution. Since the data is kept in MS SQL Server, it can be accessed by other tools and applications as determined by each client's security policies.

Contact Relationship Management
Manage standard data for Contacts including addresses, phones, faxes, emails, and web sites. But also track group membership, multiple locations, notes, and documents. Search a half dozen different ways.

Manage Assets, Events and Projects too
Manage standard data for not only Contacts, but also Assets, Events and Projects. Document relationships among them all. Assets can have owners. Projects can be for Assets and/or Clients. Tracking Events allows for managing Asset Schedules. Designed to complement traditional project managemenet software, this project module archives notes, documents, participants, and milestones. Bar Code your Assets. Track Event Participants.

Document and File Management
Scan all hardcopy documents and convert them into PDF's. Catalog all files into a searchable library. Add searchable Keywords. Rename files easily. Manage checkouts and audit all file access. Save all versions, view any file, view its versions and Rollback as needed. Archive, delete and undelete. Manage hardcopy-only documents too. Generate bar codes. Launch a new email message containing a desired file with a single click. Store Sent/Signed/Returned Dates and other data for each file.

Knowledge Base
A knowledge base allows you to organize all your firm's internal documents for easy access. You can also establish employee Home categories and track industry and technology topics as you see fit. You have total control over the 3-tier topic partitioning. Waypoint ships with its own category along with help content and supporting documents.

Time Tracking and QuickBooks Interfacing
Waypoint tracks Ad-Hoc, Campaign Tasks and Batch Job Tasks as well as Project Tasks. We've added a utility to export this and all Customer, Vendor and Employee demographics to a file format suitable for importation into accounting packages..

Batch Job Engine supporting both Dynamic Document Generation and Dynamic Emailing
Build templates in Microsoft Word. You can include data inserts, conditional blocks of text, reusable sub-templates and much more. This engine is open-architecture so that you can add future templates based on any stored procedure you care to create. You can also elect to email the results rather than print. You can save the resulting documents - or not.

Workflow Routing and Marketing Campaigning
We support projects, milestones and tasks. We track task times. These tasks and times can be exported to a QuickBooks importable format. Define Roles, Supervisors and Expertise. Define Project Types and Milestone Types. Define serial and simultaneous default and optional task paths for each combination. Assign Tasks and Users to Roles. Flag rushes and manage slow work-in-process. Let productive users "pull" tasks rather than calculate how much to "push" onto each. Stop manual exception handling. You can define campaigns in a similar manner for "pre-sales" and other non-transaction activities.

Security, Auditing and Error Handling
Every commercial grade application is built on a foundation that protects your strategic data, audits user activities and includes effective user messaging and error handling.

Configuration and Administration
Waypoint has many drop-down classification tables that you can populate to fit your firm's circmstances. You can also control system and data access with remarkably fine control and maintain your Roles, Tasks, Users, Permissions and Memberships when you have appropriate permissions to do so. You can view and purge six different audit logs.

Kernel-Based Custom Development
Extend Waypoint to manage data and provide data processing functionalities that are idiosyncratic to your firm and industry.