Welcome to the 1st December 2022 - January 31 2023 (UDYOGA) release of SquareNow. We called the past sprint as UDYOGA. There are many updates in this version that we hope you'll like, some of the key highlights include
Enhancement:
Workflow Dashboard:
Workflow management for financial institutions is a process of organizing, tracking and optimizing the flow of tasks and activities involved in delivering financial products or services. It is important for financial institutions because it helps:
Streamline operations: Automating routine tasks and standardizing processes improve efficiency and reduce errors.
Improve customer experience: By tracking the status of tasks and ensuring timely completion, institutions can provide better and faster service to clients.
Enhance regulatory compliance: Workflow management helps ensure compliance with regulations and reduces the risk of fines and reputational damage.
Increase transparency and accountability: By documenting and tracking tasks and responsibilities, workflow management increases transparency and accountability in operations.
Drive innovation: By freeing up staff from repetitive tasks, institutions can allocate more resources towards innovation and strategic initiatives.
To start with you can enable this from the option given in the profile or Contact our Support.
We included the new option called workflow dashboard which shows where the file is and who is handling it. By clicking on it, you can have a detailed view of it.
https://www.loom.com/share/84954d76ab3e4516ac4ffcf5eeab6dc8
Member details :
Added 2 more tabs for Disbursed and Register members
Sales Dashboard:
A sales dashboard is a visual representation of key sales metrics and KPIs, displayed in real-time or near-real-time. It typically provides a quick and easy way to track sales performance, monitor progress against targets, and identify trends and opportunities. Some common metrics displayed on sales dashboards include sales revenue, number of deals won, conversion rates, and average deal size.
RO WISE Full database
An RO-wise database refers to a database organized by geographical regions or "ROs" (Regional Offices). In this type of database, data is grouped and stored based on the geographical area it pertains to, allowing for easy analysis and reporting on a regional level. This can be useful for organizations with a large number of locations or franchises, as it allows them to monitor and track performance at a local level while also having a comprehensive view of overall performance. The database can store various types of data such as sales data, customer data, employee data, and other relevant information.
MSME Application:
MSME (Micro, Small, and Medium Enterprises) Application is a type of software designed to support the needs of small and medium-sized businesses. The purpose of an MSME application is to streamline various business processes and improve operational efficiency. Some common features of MSME applications include:
- Accounting and finance management: to manage invoices, expenses, and cash flow.
- Inventory management: to keep track of stock levels, product information, and purchase orders.
- Customer relationship management (CRM): to manage customer interactions, sales, and marketing.
- Human resource management: to manage employee information, payroll, and benefits.
- Reporting and analytics: to generate reports on business performance, sales, and other key metrics.
The goal of an MSME application is to provide a single platform for businesses to manage all their core operations, reduce manual work and minimize errors, and gain insights into their business performance.
TAT Report:
TAT (Turnaround Time) report is a performance metric used to measure the efficiency of a process, typically in the context of service delivery. The TAT report tracks the time it takes for a task or request to be completed from start to finish, including all the steps involved. This metric is commonly used in fields such as customer service, healthcare, and manufacturing.
The TAT report provides valuable information about the efficiency of a process, helping organizations identify bottlenecks, optimize workflows, and improve overall performance. It can also be used to track and monitor performance over time, set targets, and measure progress towards improvement. A TAT report typically includes the following information:
Start time: the time when the task or request was initiated.
End time: the time when the task or request was completed.
TAT: the total time it took to complete the task or request, calculated as the difference between the start and end times.
Average TAT: the average TAT for a specified period, typically over a week or a month.
Target TAT: the expected or desired TAT for a task or request.
By regularly tracking and monitoring TAT, organizations can identify areas for improvement, reduce wait times, and enhance the overall customer experience.
Aadhar Verification:
Aadhaar verification is the process of confirming the authenticity of an individual's Aadhaar card, which is a government-issued ID card in India. The verification process helps to ensure that the Aadhaar card belongs to the person who is claiming it and is being used for the correct purposes.
There are several methods of Aadhaar verification, including:
- OTP (One-Time Password) verification: a verification code is sent to the registered mobile number, which is then entered on the verification platform to confirm the identity of the individual.
- Biometric verification: the individual provides a fingerprint or iris scan, which is compared to the biometric data stored in the Aadhaar database to confirm their identity.
- QR code verification: the individual presents a printed or digital copy of their Aadhaar card with a QR code, which can be scanned to confirm their identity.
- Demographic verification: the individual provides demographic information such as their name, address, and date of birth, which is compared to the information stored in the Aadhaar database to confirm their identity.
Aadhaar verification is commonly used in various contexts, such as opening a bank account, applying for a loan, or obtaining a SIM card for a mobile phone. The goal of the verification process is to ensure the accuracy and security of the Aadhaar system and to prevent fraudulent use of the Aadhaar card.
Deactivate the ID of the staff:
once the staff is unpublished, it will automatically deactivate the staff id.
Auto EOD for Saturday and Sunday:
Auto EOD (End-of-Day) is a process that typically occurs at the end of each business day, during which transactions and activities from that day are processed, reconciled, and summarized. For organizations that operate on a five-day workweek, the Auto EOD process may occur automatically on weekdays.
However, if the organization operates on a seven-day workweek or is open on weekends, it may be necessary to implement an Auto EOD process for Saturday and Sunday as well. This process would ensure that all transactions and activities from the weekends are processed and accounted for in a timely and efficient manner.
- An Auto EOD process for Saturday and Sunday may involve:
- Closing out the cash register and reconciling the cash drawer.
- Processing any transactions or sales that occurred over the weekend.
- Generating and reviewing reports, such as sales reports and customer activity reports, to track performance and identify trends.
- Updating inventory levels and customer information, if necessary.
- Preparing the system for the next business day.
The goal of the Auto EOD process is to ensure that the organization's financial information is accurate and up-to-date, regardless of when transactions occur. Implementing an Auto EOD process for Saturday and Sunday can help organizations to minimize manual work and errors, and provide accurate financial information for decision-making and planning.
Aadhar Number in Insurance:
Added Aadhar number column in Insurance Report UI and Excel Export
Bugs:
The following bugs have been checked identified the root cause and resolved.
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