Adaptive.ERP

Adaptive.ERP Adaptive provides Digital Transformation through: AdaptiveERP, AdaptiveEComm, AdaptiveCMS, AdaptivePPPM2.0 and AdaptiveDMS.

We offer solutions including: ERP, Project and Document Management, ECommerce, Content Management, Online Bookings and more.

Encrypted Messaging Between Teams, Clients, Suppliers & Adaptive: Superior To Well-Known E-Mail PackagesOverviewMessage ...
14/06/2024

Encrypted Messaging Between Teams, Clients, Suppliers & Adaptive: Superior To Well-Known E-Mail Packages

Overview
Message Teams, Clients, Suppliers and Adapative's Customer Service, Sales and Tech Support. This provides an instant security upgrade over standard unencrypted mail.

Comprehensive
Each user has an Inbox, Sent Items and Message Threads (e-mail chains), with CC, BCC and Edit. Unread messages are highlighted. Click on any message to see full threads or reply.

Improved Efficiency
Only the first message appears in Sent Items, as the rest are in Message Threads, saving countless hours managing Sent Items.

The Danger of E-Mails
Humans make mistakes! We have all CCed or BCCed the wrong person and only realised after an e-mail has been sent. Mistakes in e-mails cannot be undone.

Message Editing
With Adaptive you can edit the Recipient, the CC and BCC list, as well as message content for the initial message, or any message within message threads (chains). Changes reflect instantly in the recipient dashboard.

Unlimited Folders
Each user can create an unlimited number of folders, to organise messages by topic.

Organisation
Select a Folder, or Create a New Folder. Click on a message and move part of a thread, or the entire thread to any folder.

Unique View
Folders are specific to each user, so other users in a message chain are not impacted if a single user moves the message to a folder.

Audit Trail: Tracking
Every action, whether a new message, the list of CCs and BCCs, who has viewed a message, plus all message content, is kept separately in an audit trail with numerous filters.

Delete
Only the person sending the first message can delete the message. However, a copy remains in the audit trail. Other users can file away old messages to folders.

Client Relations, Sales, Marketing & SurveysClient RelationsWhen you build strong relations with your clients, they are ...
14/06/2024

Client Relations, Sales, Marketing & Surveys

Client Relations
When you build strong relations with your clients, they are more likely to continue with you. Client acquisition is expensive. Bolster profitability by keeping existing clients.

Communication is a significant aspect of Client Relations. Give clients a platform to voice their needs. Use this information to fine-tune and optimise the offering, as a way to enhance Client Relations.

Gain a deeper understanding of each client's needs, track and monitor, to nurture the relationship.

Adaptive Client Relations provides a structured system to track and manage clients and includes comprehensive messaging.

Summary data and notes allow you to monitor progress, upgrades and contract expiries. There are automated notifications well in advance of contractual end dates.

Clients can send messages on a number of topics, such as Suggestions, Issues or Delivery. When a message is received it will be allocated to the relevant department and handled. The system is suitable for customer service, sales, operations and tech support.

Pre-Sales CRM
CRM: We offer both pre-sales and post-sales CRM. Manage the 7 stages of the sales cycle. View stage, timeline, potential deal size, firm size, likelihood of closing and key contacts. Aside from job title, each contact is classified as decision-maker, champion or influencer. Add new notes or follow-up dates and view full message threads.

Post-Sales CRM: Kanban-Controlled (Kanban-C)
Managed workflows efficiently with Kanban Controlled (Kanban-C): A patent-pending methodology for workflow management with controls. It is simple to use and non-tech users can be proficient within an hour.

It is flexible across teams. Sales can upsell to existing clients, while marketing can plan social media campaigns, marketing material or client events. Improve client relations efficiency: Plan and track tasks. Support have read access to past client orders and payments, to reduce the number of tickets required.

Marketing/Newsletters: GDPR-Compliant
For existing clients, who opt-in, group businesses or consumers and automated newsletters. Clients remain in control and have the right to opt-out instantly through their dashboard.

Surveys
Deepen your understanding of client requirements, the customer journey and overall satisfaction with your products and services, through surveys.

We offer Likert, Multi-Choice and Open-Ended style surveys. Create once and re-use as often as required.

To learn more, or contact us, please visit these links:

Client Relations: https://adaptive.idcheck.tech/Features/Client-Relations

CRM: https://adaptive.idcheck.tech/Features/CRM

Surveys: https://adaptive.idcheck.tech/Features/Surveys

Integrated Invoicing, Finance & AccountingInvoicing & Security Please stop exchanging invoices, with clients and supplie...
14/06/2024

Integrated Invoicing, Finance & Accounting

Invoicing & Security
Please stop exchanging invoices, with clients and suppliers, through e-mail. This is a massive security risk. Hackers can intercept e-mail chains, switch out payment details, thus enabling recipients to pay the wrong person unwittingly. Invoices must be delivered through a secure portal. This ensures only the legitimate invoice is paid.

Accounting & Forecasting Software
Can you forecast (run scenario analysis on) labour, material and finance costs easily? Have you outgrown your current accounting software? Is it inflexible? Does it integrate and automate Client and Purchase Orders and the full life cycle of transactions? Does it provide real-time reporting? Are invoicing and payment reports automated? Perhaps you still rely on excel.

Customised Offering
To achieve all the benefits of automation, software must match your business processes. Accounting has subtle differences across industries and no two businesses are alike. This is why Adaptive spends time understanding your business flows and customises our software to allow maximum benefit.

Tailored Chart of Accounts
Our Chart of Accounts are tailored per industry and our Finance offering includes the Journal, tailored Ledgers, Accounts Payable across all your suppliers and sub-contractors, Accounts Receivable, Trial Balance and Ageing Reports. There is also flexibility to create new ledgers, while income and expenses can be assigned to particular clients or suppliers.

Automate Accounting
For clients purchasing our Supply Chain, Client Order Management or E-Commerce Modules, each transaction will automatically update the General, AP and AR Ledgers, thus automating manual tasks and reducing fat-fingered errors.

Internal Controls
Purchase Orders are integrated: Raise a purchase order; these are first approved as an internal control; track orders, handle change requests and benefit from shadowing invoicing and online payments.

Payment Reports
Monitor activity with payment reports to show when bills are paid in full and on time. Filter by payments received, sent, client or supplier name.

Client Dashboards
Each client is also provided with invoicing, online payment and payment reports, as well as our messaging module.

Contact us to discuss your Digital Transformation.
https://adaptive.idcheck.tech/Features/Accounting

AdaptiveCOM: Client Order ManagementImpress your clients and allow them to automate their flows and interactions with yo...
07/06/2024

AdaptiveCOM: Client Order Management

Impress your clients and allow them to automate their flows and interactions with your business. Improve productivity and reduce the burden on customer support, with integrated change requests.

The system handles Made to Order, as well as Made to Stock, Quotes, Orders and Change Requests.

Clients have their own Dashboards where they enter orders. Past orders are saved and can be re-ordered easily. Payment terms can be pre-set. Invoices are created automatically and are visible immediately in the Client's Invoicing module.

Clients can track order progression and make change requests, reducing your time spent on customer support.

AdaptiveWIM: Warehouse & Inventory ManagementManage all your inventory needs efficiently. Purchases are kept separate f...
07/06/2024

AdaptiveWIM: Warehouse & Inventory Management

Manage all your inventory needs efficiently. Purchases are kept separate from client inventory, each with a unique serial number (SKU, GTIN and UPC). Integrate with warehousing and get low stock alerts.

Warehousing caters for both Central and Branch models. It also stores location within each Warehouse based on your naming conventions. Allocate stock between warehouses easily.

All Adaptive modules integrate easily with other parts of the system, such as Purchase and Order Management, CRM, Client Relations, Finance and HR.

It is available hosted and via APIs.

To learn more or request a demo, please visit: https://adaptive.idcheck.tech/Features/Inventory-Warehouse-Management

AdaptiveDMS: A series of comprehensive and scalable cloud-based document management systems, with rapid server-side sear...
07/06/2024

AdaptiveDMS: A series of comprehensive and scalable cloud-based document management systems, with rapid server-side search. Find one of thousands of files in seconds.

* End-to-end encryption
* Create unlimited folders
* Upload all file types
* Add tags
* Share files and folders with teams, clients and suppliers
* Multiple filters and rapid server-side search
* It includes permissions, version control, archiving and a quick back-up tool
* Available hosted or via APIs
* We offer 7 different packages:
1. Shared Workflows
2. Depts.
3. Groups
4. Projects
5. Agendas & Meeting Packs
6. Intra-Company Cooperation
7. LMS: Learning Management System

To learn more and to request a demo follow this link: https://adaptive.idcheck.tech/Features/Document-Management

TESTIMONIALS"It injects more structure, control and accountability. It provides key visibility on statuses, dependencies...
05/06/2024

TESTIMONIALS

"It injects more structure, control and accountability. It provides key visibility on statuses, dependencies and risks. It is easier to train non-technical people and scales quickly. A very thoughtful, structured and insightful approach."
(Senior Exec. Healthcare Operations)

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"This new methodology is exciting. Critical Earned Value is a great idea. I like the approach to tracking and rolling up risks to the portfolio level."
(Senior Exec, Govt.)
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"The greatest improvement is handling dependencies between projects."
(Senior Exec, Financial Services)
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"I was impressed with Kanban-C. It improves controls, efficiency and is simple to use."
(Senior Exec, Manufacturing)
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"A game changer: The first tool that integrates it all, from HR to Finance to PMO, to Portfolio to Project management...I firmly believe in a kanban approach that provides more controls and checks."
(Senior Exec, Retail)
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"The approach is well-thought-out. You put in a tremendous amount of effort."
(Senior Exec, BioTech)
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"Critical Earned Value is a great feature."
(Senior Exec, Enterprise PMO, Information Technology)

https://adaptive.idcheck.tech/Features/ProjectManagement/PPPM2.0-Survey-Results

AdaptiveERP is proud to announce it was awarded the 2023 Innovation Award by Corporate Live Wire.No fees were exchanged ...
05/06/2024

AdaptiveERP is proud to announce it was awarded the 2023 Innovation Award by Corporate Live Wire.

No fees were exchanged for this award.

05/06/2024

Reach out to discuss how we can save you time and money, through business process automation.

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