Even if you aren’t located in the same office, anyone in your company can use ClicWorks. In fact, since this is a web-based application, all you need is an internet connection and you can access ClicWorks from anywhere in the world.
First, an alert can be set up by e-mail or directly on your home page to inform you that you have to take action.
If you are on the road, the system allows you to approve/comment/reject by e-mail. If you are at the office, you can approve your document directly from ClicWorks.
If you need to edit the document, you have a couple of options: you can attach a temporary note with your comments, or you can check out the document, insert your modifications directly in the file, and check the document back in so others can see your changes. Your changes can be approved, modified or rejected by your colleagues and, once the review is complete, another alert will be sent to the next user involved in the approval flow.
To ensure the process will not be slowed down, or worse, stopped, ClicWorks offers users a few options:
Users can signal that they are on holidays. In this way, the person in charge of the approval flow knows who is and who is not available to contribute to the approval process.
Users can also define a back-up person who can make approvals in their place in case too much time is taken to react to an alert.
It is also possible to assign a task to several users, requiring only one of the users to react in order for the process to continue.
It is not just about planning; ClicWorks provides you with a complete range of tools to perform a project; from file sharing with user access control, to task assignment and follow up, to milestones tracking with appropriate dashboards for the project manager, as well as collaboration tools to ensure good communication within the team.
These simple but essential functionalities should be fast and easy to use in order for a project to succeed. ClicWorks offers you fast and intuitive tools to speed up your project management process and meet your business deadlines.
We tried to make ClicWorks as easy to use as possible. We generally offer 1 day of training, and if you require more guidance, our team is here to help you.
Technical support is available through our client portal at www.clicdata.com.
Security in ClicWorks is available at the user or user group level. You can secure your eDoks along with all your project documentation and corporate data without worries.
ClicWorks is a pure browser-based solution. This means you can access it from anywhere: an Internet Café, your portable 3G device or your home computer. The only software you need is a web-browser.
ClicWorks runs on all major browsers, including Internet Explorer 8, Chrome, Firefox and Safari (PC or Mac).
Yes. Each individual user can choose a preferred language. Additional user options can be set-up to help each user personalize ClicWorks to each user's tastes and needs.
ClicWorks was created 6 years ago for a multinational company which was looking for an electronic document tracking system.
Since then, ClicWorks has grown with new features, an improved look and feel, and a mobile component. As of today, we count more than 2500 users in various countries.
eDok stands for electronic document, and is a format which can include any type of data. You can customize the fields and attach any document type you desire.
Also the eDoks module includes a number of tracking and reporting features: allocated time, money, status and a complete audit trail of any users’ actions.
Uses of an eDok vary according to the client (approval of marketing documentation, tracking of IT issues or sales calls, etc.)
You can easily configure user options in order to receive e-mail or mobile notifications, pop-up reminders, or both.
If you choose the OnDemand solution, upgrades are included in the package.
Upgrades for the Onsite solution include a yearly maintenance fee of €5.000, for which you will receive technical upgrades and guaranteed support from our team.
Everyone involved in the management of a customer account is regularly provided with activity updates. ClicWorks filters and displays this data in reports, according to your criteria and selected fields of interest: geographical location, size, product interest levels, etc.
In addition, marketing campaigns can be targeted to specific accounts. For example, in a sales force account, the "sales action plan" is the primary criteria for route optimization. ClicWorks can help you create a customized action plan and assign it specifically to the sales force account from where it can be shared and implemented by your sales team.
We have no special connections with data providers. ClicWorks operates only with the data you provide from your own resources.
We handle the set-up of the software and its configuration according to your needs. We also work with implementation partners to ensure the connection to your current systems is optimal.
User training is also available through our implementation partners. For more information on this topic see “Q5: How much training is required to use ClicWorks?”.
ClicWorks can handle any volume, size and format of files and documents. The only limitation to the amount of information that can be stored is your server capacity.
The first step is to define your needs. ClickWorks answers all your needs with one tool.
Secondly, ClicWorks is very adaptable to your needs. If you decide that you require only certain tools, you do not need to install the full suite of modules in order to use the application. You can select only the modules you need and still benefit from their full functionality.
In addition, all modules can be configured specifically to your needs; from user profiles, to language preferences, to the names and layout of boxes in your workspace.
Reports can be easily created from every module of ClicWorks. The Project Management module, for example, can filter data and track specific information, such as timelines, and present that data in a number of different reports, including Gantt Charts.
One of the ClicWorks modules allows for the management of organizations and people. The organizations can be categorized by various types, including customers, suppliers, partners for external affairs, and even affiliates or departments for internal affairs.
In addition, all the information about the account and your interactions with it can be recorded, such as the contact details, related documentations, activities etc.