Features for Relocation Management Companies
ReloAssist has been designed to allow Relocation Management Companies to easily adapt to the process flows required by their customers. Service details, workflow, documents and reports can all be customized quickly and easily.
Customer-specific initiation and authorisation processes can be accommodated, along with KPI reporting and dashboards. Reports can reference the terminology used by your customers and can include your customers cost centers, business units and accounting codes.
Details of Vendors, existing, potential and 'on probation', can be held along with quality ratings derived from customer feedback.
Customer Relationship Management
Control your relationship with key customers with facilities to record detailed profiles of companies and contacts and all correspondence. ReloAssist can track both existing and prospective customers.
External Access
Provide logins for HR contacts to initiate and track assignments. Assignees can also track, update personal details and complete quality forms. Allow Service Providers to update service status and view task lists.
Manage Relocations
ReloAssist allows you to record every Assignment, including details of Assignees and their dependants. Keep all your details in one file, including all communication with HR, Assignees and Service Providers or Consultants.
Financials
Automatic job billing, recurring and consolidated invoices. Validate vendor invoices & post internal costs. Integrates with most popular accounting systems, such as Quickbooks and Sage.
Manage Services
Assign and track key events in each Service and set reminders for critical tasks. Project management facilities, including Gantt Charts, can be used to ensure services are delivered on time, every time.
Reporting
Create KPI, Financial & Operational web-based reports and dashboards and allow your customers to access them 24/7/365. Use the Report Writer to create your own reports and dashboards.
Vendor Management
Control your relationship with key Vendors. There are facilities to record detailed profiles of companies including contacts and quality ratings.
Communications
Email and document templates make communication with HR Contacts, Assignees and Service Providers simple and efficient.
Library
ReloAssist allows you to publish documents, links and any other information in the Library, providing you with a complete 'relocation portal' containing all of the information required by Corporate HR and your assignees.
All modules in ReloAssist are completely integrated, ensuring that data is always only entered once. The core ReloAssist functionality addresses the three most vital areas for any one managing relocations: controlling the progress of every service, keeping track of correspondence and managing costs and revenues.
Workflow
ReloAssist lets you automate many repetitive tasks, such as reminders for Relocation Coordinators. Workflow can be defined based on different "Assignment Types",with user-defined business rules determining who will get alerts and when. Reminders can be escalated to ensure prompt action.
Correspondence
Providing tight integration with MS Word, MS Outlook and OpenOffice, ReloAssist allows users to produce documents and email from templates at the click of a button. A full history of all correspondence is maintained, including any email attachments sent or received.
Financials
ReloAssist can generate invoices, both one-off and recurring. Consolidated invoicing is also available. ReloAssist will also record your costs to produce Profit & Loss and Margin reports on every Assignment, ensuring you maintain control of your finances.