WorkPlan 2018 R1 software from Gloucester-based Vero Software (
www.workplan.com) has been developed for the specific requirements of production management in terms of mobility and speed, from the design phase of a project right through to product delivery.
The WorkPlan CRM module in the latest release enhances performance and accessibility by introducing a mobile licence solution, resulting from a collaborative partnership with mobile application specialist Swing Mobility.
The mobile licence is available for Apple, Android and Windows platforms; it offers fast access to customer data and tracking, and it can be used to organise CRM actions such as appointments and tasks (users can quickly display a summary of opportunities, quotes, orders, invoices and consolidated turnover).
WorkPlan 2018 R1 also introduces a packing management module that offers control over shipments and data exchange between different departments, while minimising the need for paperwork.
The company says that with bar-code scanning, real-time data entry and the recording of packing data, it is now possible to make up packages, edit packing lists and/or labels showing weight, dimensions and departure date — and track the progress of each shipment, from package preparation to loading.
To optimise production equipment, the latest WorkPlan offers fully integrated CMMS (computerised maintenance management system) functionality.
The new CMMS module defines spare parts lists and document management for each machine, as well as allocating time and purchase records for unproductive tasks covered by CMMS operations; it also allows real-time tracking of preventive and corrective maintenance schedules.
In the 2018R1 release, several newly developed features and enhancements aim at improving overall work-flow when managing projects.
The company says: “Across the board — from quotations to quality control, through design, manufacturing, technical data management, purchasing, scheduling and time management — the different software modules contain a range of new features, including: ‘favourites’ management; e-mail template management (automatic signature); dual-entry management for greater accuracy during inventories; and document management directly linked to productive tasks.”