


| Manage the Client | |
|---|---|
| Increase project control: | With effective management of target lists resulting in a fast response to clients |
| Reduce report production time and improve visibility: | With instant progress reporting |
| Improve workforce mobilisation: | With Project Dashboard and Task List features that enable new team members hit the ground running |
| Manage the Process | |
|---|---|
| Ensure FSA compliance: | With integrated regulatory documentation including compliance checklist and compliance exception reporting |
| Reduced admin burden: | With easy to use document versioning, mail merge and file template functionality |
| Manage key project milestones: | Coordinate events, tasks and status notes with comprehensive, easily accessible audit trails |
| Manage the Business | |
|---|---|
| Work on more projects concurrently: | With the new Project Manager and Task Manager features |
| Increase opportunity response rate: | Create target lists by integrating your AlphaLinx company database, previous project lists and imported external data sources |
| Improve opportunity to mandate ratio: | Reduce administrative workload to allow more time for strategic thinking |
