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SERBROS an online Service Brokerage System
SERBROS tracks and manages the progress of
service-to-client matching operations undertaken by
advisors and consultants coordinated by a central
administrator.
A centralised database and business process
management system (using remote, secure, authenticated web
forms) supports daily administrative tasks and keeps all
relevant parties informed.
Users have their own secure login for:
- Submission of reviews and reports
- Acceptance/Rejection of tasks
- Pickup of stage messages
- Overview current projects’ states
Admin reports are produced for:
- Monthly consultant Timesheets
- Overviews of all operations.
- Client Details
- Operational cost liabilities
Records stages of each operation:
- Initial Client Wish Capture
- Consultant’s first visit to client
- Requirements/Specifications
- Action Plans and Development
- Provider Meetings/Interviews
- Client’s Provider Choice
- Funding and Review
Additional Features
- Targeted e-mails to advisors, clients and potential
providers
- Printer Friendly Stage Reports
- Printer Friendly Evaluations
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