These modules and features interact in a seamless way that is flexible, user-oriented, familiar, easy to learn and use. The SRM System can also be tailored and enhanced to fit unique needs should this be required.
Projects
Once a project is created and a user team is assigned, the project will automatically collect all stakeholder details that relate to it. Projects can also be created through Issue or Event Management. Project summary reports are also included.
Stakeholder records can be related depending upon the requirements of your project and/or consultation requirements. Stakeholder records automatically collect details relating to their involvement in projects, issues, events or mailing communications. Email communication via Outlook can be attached to the record for later retrieval as well as any type of files which are uploaded and connected to the stakeholders.
Once an issue is raised by a Stakeholder, the Issue Management’s built-in workflow will ensure that all details of the consultation process are followed. Workflow within the Issue Management form allows for:
Tracking all details pertaining to the reported issue (including other parties that may be impacted by the specific issue being raised.)
Storing all activities taking place by internal team to manage the consultation process.
Tracking commitment date and details.
Tracking resolution date and details.
Finalization/Signoff email communication via Outlook to stakeholder.
The Events Manger provides a formalized structure to manage events such as Open Houses, Workshops or Seminars where Stakeholders attend. Stakeholders that attend Events are automatically traced through the Events Manager as well as the Issue Consultation process and their own record store.
The My Activity Centre module contains all tasks and activities that the system users are engaged in surrounding the Consultation Issue Management process. These records are either created by them or assigned to them by another Internal Team Member.
The All Activities module contains all tasks and activities that are related to any Consultation Issue within the active system. These records are available for viewing by those with permission and privileges to do so.
Within the Notes section, you can create a history of general comments as they relate to Stakeholders throughout the relationship they have within a Project, an Event, or a Consultation Issue process.
Document Linking
Store documents safely on your server and have them connected to an Individual or Organizational Stakeholder for easy access to Team Users. You have the ability to attach any type of file your computer can access.
Team Users can install the Outlook Plug-in (version restrictions apply) and connect their email client to the SRM system seamlessly. You can create New records from Outlook and save emails to Issues and Events effortlessly. Emails that are sent and received through Outlook and can be saved to the appropriate record in the SRM system.
The administration module is where Team Users are set up, and security and privileges are applied. Fields can also be changed through the Administration module. This module gives you the ability to control other modules and field access to users or to groups.
LookOut’s SRM system has many searching options to help you locate any details as it relates to any module within the system. Each Management module has a built-in Quick Search which provides the ability to search the database and retrieve a set of records based on a quick filtering system.
Each LookOut SRM module has a primary grid system which is constructed to give you, the Team User, the most flexibility in locating data that is specific to your needs. As well, the Grid can be adapted to display precise data which, when combined with a search result, will perform the function of ad hoc reporting. The report can be exported to Excel instantly or viewed as an HTML document for flexible and “on the fly” analysis.
