TEM Software Update: New Task Manager

At Valicom, we put our customers first. Part of that piece is making sure our TEM software continuously grows to meet the ongoing needs of our customers. Some suggestions come straight from our customers who wish to see an add-on to the current dashboard or interface. We believe that our customers are our strongest users and listen to their needs. Most enhancements or custom reports can be created and deployed within two weeks, while other enhancements require a massive undertaking from our developers.

Most recently, our developers have been working long hours to add the latest addition to Clearview. After much deliberation, planning, and testing, we are excited to announce the newest release of our TEM software, a new task management tool, along with our enhanced reporting charts and a larger dashboard.

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New Task Manager

The new task manager subsystem is called “Task” and it has been designed to capture any action the user(s) wishes to be reminded to do at a future point. Tasks can be created in Clearview and can notify all users when the task becomes due. Individual reminders can be set up as well. Your project management for TEM just got easier with these simple reminders.

 

New Charts for Reporting

The new "Charts" function in the reporting section of Clearview has new graphics. This new capability was designed to give you better visibility into trending reports. For example, you can trend by carrier, year, account, etc. and export as a PDF.

 

New TEM Dashboard

Enhanced Dashboard

We listened to your feedback and made the dashboard bigger. You can now view the 30% larger dashboard with the reports of your choosing.

 

Invoice Approval Manager

In addition to the new “Task” subsystem, Clearview offers an intuitive Invoice Engine to automate your invoice processing. Approvers are assigned within Clearview upon setup based on various thresholds, types, locations, etc. Once an invoice has been both processed and audited by your outsourced Valicom team, an email is sent immediately to the assigned approver(s) with a link to the Clearview invoice approval module. With the click of your mouse, the invoice can be approved for processing or rejected and automatically returned to Valicom for disputes or credit requests.

Invoice Approval Tool Benefits

  • Go Green: Reduce the amount of wasted paper from printing and sharing invoices among teams.
  • Spend Less: The hidden costs of approving invoices and making payments add up quickly and an automated tool handles the lifecycle of your technology invoices, saving you time and preventing late fees.
  • Save Time: Streamline invoice processing with automated emails, prompting assigned team members to review and approve outstanding invoices.
  • Receive Discounts: Early payments result in savings - discover early payment discounts with the help of your Valicom and schedule payments through Clearview.

“Invoice processing and approval is an expensive pain point. Clearview’s Invoice Engine saves time, money, and valuable staff resources.”

TEM Reports

Custom Reports

Reports are some of the most useful tools to provide insight into spend. That’s why we have 54 reports that are ready to be processed in Clearview. Our goal is to think of what you need before you think of it so new tools are always available. In some cases, you may have a unique request for a report that isn’t already captured in the Clearview database. In this case, requests can be submitted to your Valicom representative and processed in as little as two weeks! We encourage these custom TEM report requests to meet your business’s unique needs.

About Clearview

Clearview leverages over 25 years of insight and development into creating the industry-leading TEM software. The web-based platform manages voice, wireless, and data environments to gain visibility into your TEM environment. The TEM web application is scalable to meet the needs of organizations at any size and fully integrated in order to manage everything in one central hub. Clearview can be used alone as a web-application subscription or paired with outsourced professional services. 

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About the Author: Chantel Soumis

Chantel Soumis brings over a decade of knowledge in workflow enhancement through the use of technology. Chantel studied marketing communications and business administration at Franklin University and proceeded to work in a fast, ambitious environment, assuring client delight in the healthcare and pharmaceutical industries. Passionate about project productivity and streamlining workflows through the use of technology, Chantel strives to inform organizations of Valicom’s advanced telecom expense management software and services by mastering communications and messaging while delivering helpful information and supporting resources.