X-Info Stakeholder Management

The ability to connect and collaborate is critical to the success of every project and organisation. An important - but often overlooked - part of any business or project is the process of managing your data and client activities. It is becoming increasingly difficult to dedicate the time to manage this information and make the data work for you effectively.

There is however, a better way to connect, share and innovate… X-Info Connect. It is a fully customisable solution to help your business to Connect and Collaborate.

X-Info Connect takes the core functions of Stakeholder, Project, CRM, Geographic Information and Document Management systems and integrates them into a unified knowledge solution. This means storing, maintaining, tracking and analysing information within your business has never been easier.

Configurable Field Types
When implementing X-Info Connect into your business, our Services team can work with you to design your very own custom fields and layout that aligns with your business processes. Fields can be arranged in groups, columns or tabbed pages so common fields are easily accessed by users and updating data is simple.

Import and Export
External data can be easily imported, with the option to manually or automatically map source fields to destination fields. Imported data can be linked to existing data, including spatial formats. You can export any form of tabular data, from search results to reports, into different formats.

Task Scheduler
Tasks can be defined to automate your workflow processes. A task may contain one or many actions. Tasks contain triggers which specify when the task will occur and what will happen after the task is completed. Task actions include sending an email or SMS, importing and exporting data internally or to an external source. Tasks can be simple or complex depending on your business processes.

Quick Finds
Quick Finds allows Administrators to define preset search parameters to allow users to perform common searches without having to select each level of search criteria. Access to Quick Finds can be controlled by Group Security, allowing customised searches to be accessed by specific user groups.

Maps Integration
The mapping integration function enables connections to a variety of mapping systems and external data sources, including X-Info Maps. Maps are easily integrated with other object data and can show imported spatial information and allow users to define mark-up elements.

Procedures
Whether you need to manage a simple series of one-off steps, or a group of recurring steps, procedures can be applied to your business processes. They will allow you to schedule tasks relevant to your project to ensure no step is overlooked.

Dynamic Reports
With the reporting module you can customise report templates based on business requirements. Reports can comprise of text, images, tables, maps and charts, and can be scheduled for distribution to multiple email recipients on a [daily, weekly, fortnightly, monthly or annual] basis.

Dashboard
You can add various reports or maps to the Overview Dashboard to provide you with the most current information of commonly used data. This is also customisable as your business needs change.

Security
Nominated administrators within your business can manage user access levels to projects and user interface functions, meaning there is explicit control over who has access to what.