Business Management/Finance

Business Management/Finance groups can often work with a variety of different business applications and systems. The application templates in this group help pull some of that work together into one common system.For example, the application templates for managing disputed invoices and expense reports can help bring two separate finance processes together in a common SharePoint site. For business management, working with a compliance process or performance reporting can be enhanced with an application template.

Business Performance Reporting

The Business Performance Reporting application template helps organization managers track the satisfaction of customers through a combination of surveys and discussions. Surveys can be sent via Office InfoPath 2007 which are then consolidated by the template to give an overall response to a series of questions.

Compliance Process Support Site*

 The site allows users to specify control tasks required to meet regulation requirements as well capture compliance issues as they arise. The application template contains document libraries used by team members to store related files as well as a calendar to track key audit dates.

Disputed Invoice Management

The DIM application template helps accounts payable departments track open invoices including the potential savings associated with paying the invoice early. The site includes useful templates for analyzing the reasons invoices are being disputed as well as tracking who to contact for more information.

Expense Reimbursement and Approval*

The Expense Reimbursement and Approval application template helps manage elements of the expense approval process, saving time for approvers. Employees can enter expense information into the application template. Approvers can then review the information and manage the payment approval. Users monitor the status of their reimbursement request through a filtered view listing their outstanding requests.

Request for Proposal

The Request for Proposal application template helps manage the process of creating and releasing an initial RFP, collecting submissions of proposals and formally accepting the selected proposal from amongst those submitted. The site also helps simplify the process of notifying individuals about the status of the RFP and submitted proposals.