Working in close collaboration with Microsoft, CODA has developed a powerful yet straightforward process control solution. Manager transforms documented procedures into systems that drive and protect the business.

Manager integrates seamlessly with Financials or other leading finance applications, such as SAP, Oracle or Microsoft and combines our task modelling engine with widely used Microsoft® Office productivity technologies, such as: Outlook® (email); and InfoPath® (forms) and, where required, SharePoint® (standard portal).

This allows users to model, initiate and manage key processes:

• automating task assignment and management
• collating, tracking and clearly showing the owners, dependencies, timescales and progress of all tasks – via a shared web portal
• keeping all participants informed and aware of the input needed and when it is required
• creating audit trails and a document history to support compliance reporting and internal controls requirements.

The result is a simple solution that helps manage and streamline your business processes and finance activities, making every stage easier, clearer, more controlled and better coordinated for all concerned.

Manager helps carry out ad hoc processes (for example, taking on a new employee) and cyclical, repeated processes (such as activities involved in closing the books each month).

It can also interact with other systems. For example, you can use it to standardize the way users create accounts or post documents in your financial system. It lets you achieve this by using the most appropriate form of integration for your systems, whether that is Web Services, XML or a specific integration tool. So, you can use it more widely and get extra value from your other business systems too.