A multi-module management system designed by Commercial Logic.
**OVERVIEW **- PowerPM is a full featured practice management product with integrated CRM, Contact Management, billing, accounts receivable, and management information systems. PowerPM works in conjunction with other Commercial Logic products including the TrakTime personal timesheet, the PowerForeCast budget & scheduling system, the TrakDate task and due date monitoring system, the PowerDex on-line rolodex, PowerView (data extraction utility) and PowerImport (data import utility).
PowerPM is built on a powerful database management engine and provides secure and rapid access to over a million online transactions if needed. The MDBS database software which PowerPM uses competes with Oracle and SyBase.
PowerPM maintains complete open item WIP and A/R and does not summarize the transaction. Detail as WIP is billed and Open Bills paid. Retrieval and reporting of transaction information is date driven. Most PowerPM features are currently available in our new Windows version 4, including a client management module that provides full access to your clients financial and master file information and the ability to add new clients and modify the records of existing clients, and complete billing functions.
Commercial Logic automatically upgrades its customers at No additional cost as additional CLI Windows modules for PowerPM are released.
Price: $100 per active timekeeper in sets of 5 with a minimum level of 10 timekeepers
PowerDex, Commercial Logic's client rolodex, is included withe PowerPM. PowerDex works with the PowerPM database to provide lookup and display capabilities for all descriptive client information including names, contacts information addresses, email and website addresses, telephone numbers, and notes. A click of the mouse copies selected files to the clipboard for easy use with other windows products. A link to PowerDex is provided in TrakTime, CLI's personal timesheet, for quick reference to key client and contact information when entering time.
Client Information Display--PowerDex provides an easy-to-use on screen display of nonfinancial client information allowing you to lookup and display client attributes from your existing client records (addresses, phone numbers, etc.).
The PowerFC add-on module for PowerPM provides a powerful tool for staff scheduling and revenue forecasting.
Anticipated hours and revenues for a project may be entered, as well as the number of hours scheduled for each staff member to work on the project. The actual hours and revenues are tracked and compared to those budgeted. PowerPlan presents budgets and schedules in an easy to use Windows drill-down format allowing the manager to view the from the perspective of the project and/or the staff. Managers can easily modify the staffing of a project.
PowerPlan reports provide managers with accurate data to schedule staff, analyze client budgets, and predict future revenues:
PRICE: $50 per active timekeeper in sets of 5. Licenses must parallel PowerPM.
PowerImport, is included withe PowerPM. PowerImport allows data from other applications to be imported into PowerPM. Data that can be imported includes Clients, Projects, Contacts, Unbilled Time and Expense Transactions (WIP), Open Balance A/R Items, Budget transactions or Schedules.
Who should consider a database server? Any firm for whom productivity is a concern and multiple online updating a requirement.
The database server software manages the database in a consistent and orderly fashion. The database server software alone has direct access to the PowerPM database and controls the multi-user access to the database so that workstation stability is not an issue.
PowerView, is included withe PowerPM. PowerView allows the extraction and exporting of selected client, project or contact data into common file formats, including Excel, for use in customized reporting, mail or email merges, or for modification and re-importing to PowerPM with PowerImport.
Sold as on add-on to PowerPM or stand-alone, TrakDate is a powerful due date monitoring system designed to track multi-step tasks through to completion. Especially useful in tracking the steps in the preparation of tax returns, any project may be assigned an unlimited number of multi-step tasks with associated due dates and extensions.
An unlimited number of multi-step work types may be defined with up to 20 discrete steps. For example, work type TAX might have the following steps: Review, Prepare, Assemble, Sign, Deliver. Each work type may be assigned an unlimited number of tasks with specific due dates and up to three extensions. For example, within the work type TAX, one might set up tasks based on tax forms 1040, 1120, 5500, etc.
An onscreen display of incomplete tasks allows management to pinpoint those items which are falling due and still incomplete. Employees date and initial the completion of each step, thus the status of tasks is easily reviewed and may be modified onscreen by management or the employees working onthe tasks.
The TrakTime Personal Timesheet provides on-screen entry of daily time and expense items as they occur, eliminates redundant data entry, saves administrative time, and helps the professional capture all billable hours. TrakTime operates as a stand-alone system--access to the PowerPM database is unnecessary, which allows increased database speed, greater database security.
Complete portability of the TrakTime timesheet allows time and expense entry wherever you are: at a remote site, on a laptop, or at home. The completed timesheet may be submitted by the timekeeper to PowerPM via the network, email, modem, or diskette as the situation requires.
The timesheet is available in two formats:
Transaction model for Windows Desktops: separate line item for each event
Spreadsheet model (Web based - ASP) for Windows: tabular format
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