WORKFLOW SOFTWARE TAILORED TO GROW WITH YOUR BUSINESS​

Still customizable with a much lower start up cost plus additional features every small business needs

Spud Software has created hundreds of software systems to help business run the day to day from sales through delivery.  PACManager has all that experience put into it plus an additional modular design to enable us to customize it quicker which saves you time and money.

PAC is a subscription based solution, but instead of  you having to learn how to customize it or getting to a point where the software has reached it limitation, we do all the customization / support for you plus every PAC client is setup with a dedicated set of code and database making customization truly unlimited.

PACManager is for companies that are growing and looking for a partner that will always be there to handle all the development, analysis, support and implementation effort that it takes to properly support the software and users that are so critical in the success of their business.

FEATURES OF PACMANAGER​​

Below you can see many of the processes that PACManager can assist you with.

It doesn’t stop here though! With completely customizable software the sky’s the limit!

Sales Tracking

Sales Tracking – PACManager tracks all sales activity and by default is set up with seven sales
stages including: Sales Lead, Need to Provide Proposal, Waiting on Approval, Need to Provide an
Updated Proposal, Need to Receive Payment / PO, Sold, Dead. PACManager can even be easily
customized to fit how you want to track sales leads. PACmanager also offers a Projection
Calculator that can be customized to fit your forecasting proposals.

Prospects – Most sales teams have a list of prospects they are targeting, but haven’t gotten to the
point where they are considered a lead. Prospect Tracking helps with reporting on the sales funnel.
If the Prospects activity gets low it won’t be long before the sales leads list gets low.

Sales Leads – Tracking sales activity is critical for the sales team, sales manager(s) and business management including where the sales lead is in the sales cycle. While sales are never guaranteed until
payment is received, PACManager can provide best guess estimates on closing dates, projected
sale price and win probabilities.

Sales Follow-Ups – The sales people see their list of sales leads ordered by the next activity date
with all the relative information. They work on the leads, log their activity and update the sales
status, sales projections, etc as needed.

Referral Partners – If your company / sales team utilizes Referral Partners this is a great way to track
their activity and commissions. PACManager allows for multiple Referral Partners per Referral
Partner Company to track individual sales activity. PACManager even makes sure the Referral
Partners aren’t targeting your clients/prospects or someone claimed by another Referral Partner.

Activity Tracking – Following the activity history of a sales lead is critical to understand the status
and whether the sales team is staying on top of their opportunities.

Project Tracking

Activity Tracking – Following the activity history of a sales lead is critical to understand the status
and whether the sales team is staying on top of their opportunities.

Projects – Tracking a project includes who is in charge, what tasks need to be completed, when
tasks are to be completed and by who. Individual projects may also have their own billing rules
and different rates depending on the project and client. Additionally, from a cost standpoint, you
may also need to track mileage and purchases / expenses.

Work Orders – Also called projects, stints, work requests, jobs and so on encompass the deliverable
to the client. PACManager will be customized to use your nomenclature to make sure the users of
the software understand what they are doing.

Task Tracking – Projects have tasks and those tasks have a person responsible to make sure it gets
completed. Projects also have managers that need to track their teams’ progress and keep the
project within budget. Tasks have start date/times and end date/times, estimated hours and hours
used to date, open and completed with notifications where needed.

Resource Tracking – PACManager knows what needs to be done. We tell you who is available, who
it is for and when it needs to be done by. Using this information makes it easy to assign tasks to
resources. Resources can be people, suppliers or equipment. Based on the resources availability
and time needed to complete the task(s) PACManager will show if you are ahead, behind or on
schedule.

Scorecards – This is a 1 page report that tells the story of the project. It covers everything from the
sales information, who has done what, who needs to do what, the status for completing on time
and if it will be completed within budget.

Action Lists – These lists drive action based on the users’ assigned tasks and responsibilities.
Different users see different Action Lists based on their responsibilities.

Payment Information – This is a quick snapshot of payments received versus costs against a project
to make sure costs don’t exceed payments received.

Open Tasks – This is a list of all action items by date. It is set up so the majority of the team can log
in and see their next to do item. Once that item is complete or at a stopping point they move on
to the next one.

Time Tracking – We want people to be as efficient as possible so by default PACManager is set up
so users can log time directly in their open tasks lists, see how many hours are logged for the day
and pay period. They also enter a description of work completed and how many hours are still
needed to complete the task so the resource allocation reports always have the most recent
information.

Task Lists

Task Tracking – Projects have tasks and those tasks have a person responsible to make sure it gets
completed. Projects also have managers that need to track their teams’ progress and keep the
project within budget. Tasks have start date/times and end date/times, estimated hours and hours
used to date, open and completed with notifications where needed.

Resource Tracking – PACManager knows what needs to be done. We tell you who is available, who
it is for and when it needs to be done by. Using this information makes it easy to assign tasks to
resources. Resources can be people, suppliers or equipment. Based on the resources availability
and time needed to complete the task(s) PACManager will show if you are ahead, behind or on
schedule.

Scorecards – This is a 1 page report that tells the story of the project. It covers everything from the
sales information, who has done what, who needs to do what, the status for completing on time
and if it will be completed within budget.

Action Lists – These lists drive action based on the users’ assigned tasks and responsibilities.
Different users see different Action Lists based on their responsibilities.

Sales Follow-Ups – The sales people see their list of sales leads ordered by the next activity date
with all the relative information. They work on the leads, log their activity and update the sales
status, sales projections, etc as needed.

Open Tasks – This is a list of all action items by date. It is set up so the majority of the team can log
in and see their next to do item. Once that item is complete or at a stopping point they move on
to the next one.

Punch Clock – Team members punch in/out, mark if they are working remote or if they are away
from the keyboard (AFK). Users with access can add/edit punches as needed. Everything is
tracked.

Time Tracking – We want people to be as efficient as possible so by default PACManager is set up
so users can log time directly in their open tasks lists, see how many hours are logged for the day
and pay period. They also enter a description of work completed and how many hours are still
needed to complete the task so the resource allocation reports always have the most recent
information.

Expense Tracking

Expenses – The “Cost Manager” of Process and Cost Manager wouldn’t be complete if it didn’t
take into account all the additional costs that are associated with the final deliverable to the
client.

Mileage – PACManager tracks the mileage used against a work order and if it is billable to the
client.

Purchases – PACManager tracks the purchases made against a work order and if it is billable to
the client.

Loaded Costs – PACManager takes into account the loaded costs of running the business when
calculating the profit on a project.

Resources – Team members and equipment has costs associated with them and PACManager uses
that information to calculate profit on a project.

Inventory / Assets

Inventory – Every company has some level of inventory, whether it is printer paper, toners and
office assets or a huge warehouse of products that are being replenished PACManager can track
it.

Product Management – PACManager tracks product inventories, restock levels and when it is
replenished. The data can be entered through PACManager or using an API integrated with your
suppliers.

Order Fulfillment – As orders are filled they are tracked against the work order and the inventory
levels are updated.

Assets – Tracking assets within the company is important. PACManager tracks the asset tag id,
purchase price, purchase date and description.

Reorder Notifications – You can set inventory reorder levels for your products and or your office
supplies. When those levels are hit an automatic notification goes out to have the inventory
replenished.

Integrations / API's

Integrations – We have integrated with hundreds of systems.  The most popular for PACManager is integrating with companies accounting systems like QuickBooks, Sage, etc.

APIs – PACManager can tie into any system that offers APIs.

Reports / Dashboards

Dashboards – You get easy access to the data that matters most and it will be accessible on your mobile device, on your computer and if you want, they can even be hanging on the wall for all to see.

Reporting – Good reports are able to tell you what happened, what is going on and what is up
ahead. PACManager provides these reports and if your company requires additional reports
and/or specific reports to provide to your customers PACManager can easily add them.

Sales Sold Jobs by Sales Person Open Sales Leads by Sales Person Prospects Referral Partners Sales / Activity Sales Meeting (Everything needed for the weekly meeting)

Project Tracking – Work Request Summary (Tells entire project story) Open Projects by Manager Hours Worked Detail by Team Member by Date Range Estimated Hours vs Actual Hours by Team Member Hours Worked Detail by Release All Open Projects / Tasks

Administration – Companies / Contacts / Access Information Complete Data Export

Accounting – Payroll Hours and Expenses (Reimbursements) Fixed Price Invoice Time and Materials Invoice with Time Logged Detail Profit by Company by Date Range

Software

You will have easy to use software that compliments your business process. PACManager is the most affordable workflow software for small businesses and we’ll customize it to fit your changing needs as your company grows.

PACMANAGER IS A TURN-KEY SOFTWARE

PACManager is ready for you right now! Customization is fast and as your business grows, we can implement changes to better fit your growing business.

Why Use Process and Cost Management Software?

Reduction vs. Improvement:

  • 14% Saw Reduction in Operational Costs
  • 13% Saw Reduction in Administrative Costs vs. 17% More Internal Schedule Compliance
  • 18% Faster Cycle Times – From Sale to Completion
  • 33% Improvement in Inventory Returns

On Average Businesses That Use Workflow Process Software: 

  • Reduce operation costs by 11%  
  • Standardize back-office processes by 77% 
  • Have a 48% increase in visible data 

Everyone Wins When Processes are Followed

  • When a person knows what they are expected to do and when it needs to be done, they are more likely to get it done and feel accomplished afterwards
  • A great software will eliminate the stress that comes with the unknown.
  • A great software workflow system contributes to a positive job experience.
  • Imagine your team driving home after work knowing they accomplished what was expected of them so they can enjoy the rest of the day without worry.
  • People that enjoy their job perform better, which in turn makes companies more successful.

Benefits of Workflow Process Software

  • Security and regulatory compliance: keep data safe and regulated with built-in protections. 
  • Productivity: eliminate redundant processes and tasks through automation. 
  • Integrated Information: All customer and financial data, housed in one location. 
  • Total Visibility: ERP allows complete access to every critical process in your business. 
  • Improved Reporting and Planning: PAC gives you the ability to analyze and compare functions across departments, without the hassle of multiple spreadsheets, hand written notes and best guesses. 
  • Efficiency: Properly implemented ERP software can reduce the time and effort required by your workforce to carry out their daily activities.

“PACManager is the ultimate watchdog for your business.”
– Derek Sommer
Owner / CEO

FAQs

If you don’t find your answers here, or you just want to talk then please call us at (810) 695-0001

WHAT ARE THE TOP 10 REASONS COMPANIES USE PACManager?

  1. Accurate Data
    Require accurate data in real-time fingertips to make the best possible business decisions.
  2. Standardization
    Had different people doing different things to achieve the same result.
  3. Real-Time Reporting
    Reports were already outdated by time management received them.
  4. Sales Funnel Reporting
    Needed accurate sales funnel tracking.
  5. Cost Tracking
    Wanted to track costs throughout the entire business process.
  6. Limited by Software
    Ran into limitations with current SaaS or Out-of-the-Box solutions.
  7. Centralized Data
    Employees needed to pull data from multiple spreadsheets, databases, people, etc to create a report.
  8. Paper Process
    Were using a paper process and/or numerous spreadsheets/documents.
  9. Client Requirements
    Their clients were asking if they had a process management system in place.
  10. Better Support
    Wanted local support that was able to meet face to face and took a vested interest in the success of their business.

HOW QUICKLY CAN I BE UP AND RUNNING?

Most customers can be successfully implementing PACManager within 60 days.

HOW IS PACManager DIFFERENT FROM SaaS OR AN OUT-OF-THE-BOX SOLUTION?

  1. Every client has their own set of code and database. This allows for unrestricted customization and a quicker turn-around.
  2. Our entire staff works in Grand Blanc, MI providing the best support possible.
  3. We view ourselves as your partner not another number in the churn statistic.
  4. We understand your business needs are unique and PACManager molds around your business instead of trying to fit your business around a software.

WHAT SITUATION(S) WOULD I NEED TO BE IN FOR PAC TO MAKE SENSE FOR MY COMPANY?

  1. Employees are using paper processes, Excel or multiple disconnected software to track information.
  2. You don’t trust your reports or don’t have the reports you need to make the best business decisions possible.
  3. Sales or Operations is sometimes referred to as the “Wild West” or you hear phrases like “The inmates are running the asylum”.
  4. You want to know actual business costs from customer acquisition through completing the work.

IS THE CUSTOM DEVELOPMENT OUTSOURCED?

Absolutely not.  All work including project management, development and ongoing support is done in our office in Grand Blanc, MI by our team and sister company Spud Software.

WHAT KIND OF SUPPORT CAN I EXPECT?

We are committed to making sure all our clients are successful. You should expect and will receive awesome support.  We are available via phone and email Monday – Friday from 9am to 5pm EST to support you with your business and the PACManager software.