Introduction To Management Topics
Management topics comprise an array of processes and
methods to help your company organize your accounts
and work them by automating Collect!. Process many
accounts without individuals having to physically touch
the account. That's management automation.
Management is anything that can be done to many accounts
at the same time.
Anything that can be done while on a debtor can be done by
an operator. Working one account this way, you can be fairly
sure what was done just by looking at the account.
When you try to process many accounts at once, you cannot
watch each individual account as the process happens. Therefore
you cannot guarantee results. This is where management comes
in. Someone has to take responsibility for the information and
what happens to it.
If you are about to process more than one account, you must
always ask yourself, "Has this process been performed
successfully before?" If the answer is "No," then you should
test. You are responsible for your data. It is the life of your
company. You cannot afford to make costly mistakes to your
data that may take hours or days to restore. Learn how to
make a snapshot of your database and practice on the copy.
The key is practice and confidence. If you know exactly what is
going to happen, you can confidently process your accounts. If
you test any new process, then you will always have this
confidence, being sure the process will work as you expect.
If your test fails, then you can correct it before you try the
process on your live data.
Any management process takes PLANNING, TESTING to work,
and TESTING TO BREAK. Only then can you be sure of the last
step, IMPLEMENTING the idea. This is true even when you use
one of Collect!'s built-in functions. As management, you should
be absolutely confident of the results you can expect.
Working many accounts is one responsibility of management.
Another is managing the Collect! database. This includes setting
up reports and letters for operators to use, deciding the forms in
Collect! that your operators can access, setting up what they
can see and what is restricted. Basically, it is up to management
to mold Collect! into a contact management system that enables
your operators to work smart. Try our Byline, "Never bother an
operator unless you have to." That is smart and efficient.
Many functions are built into Collect! to help you manage your
database. These functions may not always satisfy your needs
the way they are set up by default when you install Collect!.
But almost anything can be modified to suit your company's
requirements. You define the data and then use Collect! to
manage the results. Many users modify their systems to work
differently from the samples provided. The power of Collect!
is its very flexible methods for accomplishing your goals.
See Also
- Management Topics
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