{"id":91,"date":"2024-05-20T12:03:52","date_gmt":"2024-05-20T12:03:52","guid":{"rendered":"https:\/\/betasoft.my\/?page_id=91"},"modified":"2024-05-21T02:06:19","modified_gmt":"2024-05-21T02:06:19","slug":"portfolio","status":"publish","type":"page","link":"https:\/\/betasoft.my\/index.php\/portfolio\/","title":{"rendered":"Portfolio"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Service&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-2cf18f4b-ad1d-4daf-a40a-75be4919065f&#8221; custom_padding=&#8221;0px||0px||true|false&#8221; locked=&#8221;off&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{%22gcid-2cf18f4b-ad1d-4daf-a40a-75be4919065f%22:%91%22background_color%22%93}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;0px||0px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; z_index=&#8221;10&#8243; custom_padding=&#8221;12%|60px|12%||true|false&#8221; custom_padding_tablet=&#8221;30px|0px|30px|0px|true|true&#8221; custom_padding_phone=&#8221;30px||30px||true|true&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;fb58262c-e979-4293-bea1-43b79959c6ab&#8221; header_2_font=&#8221;Roboto|900|||||||&#8221; header_2_text_color=&#8221;gcid-f1414204-51c0-48ff-bc68-c545a86d03e7&#8243; header_2_font_size=&#8221;96px&#8221; header_2_line_height=&#8221;1.1em&#8221; text_orientation=&#8221;right&#8221; width=&#8221;150%&#8221; width_tablet=&#8221;100%&#8221; width_phone=&#8221;100%&#8221; width_last_edited=&#8221;on|tablet&#8221; custom_margin=&#8221;|||15%|false|false&#8221; custom_margin_tablet=&#8221;|||0%|false|false&#8221; custom_margin_phone=&#8221;|||0%|false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; header_2_font_size_tablet=&#8221;40px&#8221; header_2_font_size_phone=&#8221;24px&#8221; header_2_font_size_last_edited=&#8221;on|desktop&#8221; text_orientation_tablet=&#8221;left&#8221; text_orientation_phone=&#8221;left&#8221; text_orientation_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{%22gcid-f1414204-51c0-48ff-bc68-c545a86d03e7%22:%91%22header_2_text_color%22%93}&#8221;]<\/p>\n<h2>Timesheet Management System<\/h2>\n<p>[\/et_pb_text][et_pb_accordion open_toggle_text_color=&#8221;#ecc600&#8243; open_toggle_background_color=&#8221;RGBA(255,255,255,0)&#8221; closed_toggle_background_color=&#8221;RGBA(255,255,255,0)&#8221; toggle_icon=&#8221;&#x4c;||divi||400&#8243; icon_color=&#8221;#ecc600&#8243; _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;ca0c039f-0d09-48f8-8a27-cfae3d931471&#8243; toggle_text_color=&#8221;#ecc600&#8243; toggle_font=&#8221;Archivo|700|||||||&#8221; toggle_font_size=&#8221;16px&#8221; body_font=&#8221;Archivo||||||||&#8221; body_text_color=&#8221;#ffffff&#8221; body_font_size=&#8221;15px&#8221; body_line_height=&#8221;1.8em&#8221; custom_margin=&#8221;||30px||false|false&#8221; toggle_font_size_tablet=&#8221;&#8221; toggle_font_size_phone=&#8221;15px&#8221; toggle_font_size_last_edited=&#8221;on|phone&#8221; body_font_size_tablet=&#8221;&#8221; body_font_size_phone=&#8221;14px&#8221; body_font_size_last_edited=&#8221;on|phone&#8221; border_width_all=&#8221;0px&#8221; border_color_all=&#8221;rgba(255,255,255,0.26)&#8221; border_width_bottom=&#8221;1px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-f1414204-51c0-48ff-bc68-c545a86d03e7%22:%91%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22%93,%22gcid-1adb0c48-e943-4be8-b747-83127bdbd76c%22:%91%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22%93,%22gcid-6171fd24-b893-4d22-843a-f4129850a5c1%22:%91%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22open_toggle_text_color%22%93}&#8221;][et_pb_accordion_item title=&#8221;Introduction&#8221; open=&#8221;on&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;|0px||0px|false|true&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>The web-based timesheet and management system is a comprehensive tool designed to streamline time tracking, reporting, and administrative tasks. This system enhances efficiency and organization within the company by providing a user-friendly interface and robust features for staff and administrators, particularly in areas such as <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong>.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;Key Features&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;|0px||0px|false|true&#8221; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]<\/p>\n<h4><\/h4>\n<ul>\n<li><strong>Add New Timesheet:<\/strong>\n<ul>\n<li>Allows users to create new timesheet entries with fields for engagement type, date, and hours. This is crucial for tracking billable hours in <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Edit Timesheets:<\/strong>\n<ul>\n<li>Enables users to edit existing timesheet entries, ensuring accurate records for activities related to <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong><strong><\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Monthly Reports:<\/strong>\n<ul>\n<li>Generates reports based on monthly timesheet data. Users can select employee name and month for the report, which is essential for reviewing workloads and productivity in <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Performance Reports:<\/strong>\n<ul>\n<li>Provides performance analysis and reports with options to filter by employee name and date range. This helps in assessing performance metrics critical for <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Engagement Reports:<\/strong>\n<ul>\n<li>Tracks and reports on user engagement metrics, allowing filters by date range. This feature is useful for understanding how time is spent on different engagements, including those in <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><strong>Client Management:<\/strong>\n<ul>\n<li>Handles client information and profiles, which is vital for maintaining accurate records in <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Engagement Management:<\/strong>\n<ul>\n<li>Manages and tracks engagements with clients, ensuring all interactions are documented, which is particularly important for <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li><strong>User Management:<\/strong>\n<ul>\n<li>Administers user accounts and roles, allowing administrators to manage access and responsibilities effectively for staff involved in <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong>.<strong><\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li>This section allows users to generate monthly reports for selected employees and specific months, providing a detailed view of activities in <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong>.<strong><\/strong><\/li>\n<\/ul>\n<ul>\n<li>Performance reports provide detailed data on employee performance over selected date ranges, helping to analyze productivity and engagement in <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong>.<strong><\/strong><\/li>\n<\/ul>\n<ul>\n<li>Engagement reports focus on tracking engagement activities over specific periods, providing insights into how employees spend their time on tasks related to <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong>.<strong><\/strong><\/li>\n<\/ul>\n<ul>\n<li>The system also includes detailed tracking for engagement partners, MIC, office locations, fees, costs, profit\/loss, and various other metrics. This comprehensive tracking aids in financial planning and performance evaluation, especially in the context of <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong>.<strong><\/strong><\/li>\n<\/ul>\n<ul>\n<li>Detailed metrics on employees&#8217; office positions, billable hours, productivity, and non-productivity are summarized in the reports. This aids in understanding the efficiency and utilization of the workforce in areas such as <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong>.<\/li>\n<\/ul>\n<p>By incorporating these features, the timesheet management system provides a robust solution tailored for audit firms, facilitating effective time management, comprehensive reporting, and streamlined administrative processes, supporting <strong>tax advisory services<\/strong>, <strong>internal audit and risk management<\/strong>, and <strong>corporate financial reporting<\/strong> needs.<\/p>\n<p>[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_button button_text=&#8221;Get a Quote&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;3117bc07-6a8a-4679-b3bb-b6ed74b48a2f&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;14px&#8221; button_text_color=&#8221;#ecc600&#8243; button_bg_color=&#8221;RGBA(255,255,255,0)&#8221; 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collapsed=&#8221;on&#8221; global_colors_info=&#8221;{%22gcid-2cf18f4b-ad1d-4daf-a40a-75be4919065f%22:%91%22background_color%22%93}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;0px||0px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; z_index=&#8221;10&#8243; custom_padding=&#8221;12%|60px|12%||true|false&#8221; custom_padding_tablet=&#8221;30px|0px|30px|0px|true|true&#8221; custom_padding_phone=&#8221;30px||30px||true|true&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;fb58262c-e979-4293-bea1-43b79959c6ab&#8221; header_2_font=&#8221;Roboto|900|||||||&#8221; header_2_text_color=&#8221;gcid-f1414204-51c0-48ff-bc68-c545a86d03e7&#8243; header_2_font_size=&#8221;96px&#8221; header_2_line_height=&#8221;1.1em&#8221; text_orientation=&#8221;right&#8221; width=&#8221;150%&#8221; width_tablet=&#8221;100%&#8221; width_phone=&#8221;100%&#8221; width_last_edited=&#8221;on|tablet&#8221; custom_margin=&#8221;|||15%|false|false&#8221; custom_margin_tablet=&#8221;|||0%|false|false&#8221; custom_margin_phone=&#8221;|||0%|false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; header_2_font_size_tablet=&#8221;40px&#8221; header_2_font_size_phone=&#8221;24px&#8221; header_2_font_size_last_edited=&#8221;on|desktop&#8221; text_orientation_tablet=&#8221;left&#8221; text_orientation_phone=&#8221;left&#8221; text_orientation_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{%22gcid-f1414204-51c0-48ff-bc68-c545a86d03e7%22:%91%22header_2_text_color%22%93}&#8221;]<\/p>\n<h2>Training Management System<\/h2>\n<p>[\/et_pb_text][et_pb_accordion open_toggle_text_color=&#8221;#ecc600&#8243; open_toggle_background_color=&#8221;RGBA(255,255,255,0)&#8221; closed_toggle_background_color=&#8221;RGBA(255,255,255,0)&#8221; toggle_icon=&#8221;&#x4c;||divi||400&#8243; icon_color=&#8221;#ecc600&#8243; _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;ca0c039f-0d09-48f8-8a27-cfae3d931471&#8243; toggle_text_color=&#8221;#ecc600&#8243; toggle_font=&#8221;Archivo|700|||||||&#8221; toggle_font_size=&#8221;16px&#8221; body_font=&#8221;Archivo||||||||&#8221; body_text_color=&#8221;#ffffff&#8221; body_font_size=&#8221;15px&#8221; body_line_height=&#8221;1.8em&#8221; custom_margin=&#8221;||30px||false|false&#8221; toggle_font_size_tablet=&#8221;&#8221; toggle_font_size_phone=&#8221;15px&#8221; toggle_font_size_last_edited=&#8221;on|phone&#8221; body_font_size_tablet=&#8221;&#8221; body_font_size_phone=&#8221;14px&#8221; body_font_size_last_edited=&#8221;on|phone&#8221; border_width_all=&#8221;0px&#8221; border_color_all=&#8221;rgba(255,255,255,0.26)&#8221; border_width_bottom=&#8221;1px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-f1414204-51c0-48ff-bc68-c545a86d03e7%22:%91%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22%93,%22gcid-1adb0c48-e943-4be8-b747-83127bdbd76c%22:%91%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22%93,%22gcid-6171fd24-b893-4d22-843a-f4129850a5c1%22:%91%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22open_toggle_text_color%22%93}&#8221;][et_pb_accordion_item title=&#8221;Introduction&#8221; open=&#8221;on&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;|0px||0px|false|true&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>The training management system\u00a0is designed to streamline and manage various aspects of training administration. The system is built with a user-friendly interface and a robust set of features to support the needs of training coordinators, delegates, and trainers.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;Key Features&#8221; _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;|0px||0px|false|true&#8221; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]<\/p>\n<h4><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">1. Dashboard<\/span><\/h4>\n<ul>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Provides an at-a-glance view of key metrics and activities.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">2. Delegates<\/span><\/h4>\n<ul>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Manage delegate information and track their progress through various training programs.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">3. Companies<\/span><\/h4>\n<ul>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Maintain a directory of companies associated with training programs.<\/span><\/li>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Manage company-specific training needs and track engagement.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">4. Bookings<\/span><\/h4>\n<ul>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Handle booking requests and schedule training sessions.<\/span><\/li>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Track booking status and manage changes or cancellations.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">5. Manage Bookings<\/span><\/h4>\n<ul>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Oversee all booking activities, ensuring efficient management and conflict resolution.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">6. Manage Certificates<\/span><\/h4>\n<ul>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Issue and manage certificates of completion for training programs.<\/span><\/li>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Track certificate validity and renewals.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">7. TMS Data Analytics<\/span><\/h4>\n<ul>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Access data analytics tools to evaluate training effectiveness and optimize programs.<\/span><\/li>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Generate reports and visualize key data points.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">8. Users<\/span><\/h4>\n<ul>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Administer user accounts and roles within the system.<\/span><\/li>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Ensure appropriate access control and security.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">9. Trainers<\/span><\/h4>\n<ul>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Manage trainer profiles and their availability.<\/span><\/li>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Assign trainers to specific training sessions and track their performance.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">10. Regions<\/span><\/h4>\n<ul>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Organize and manage training activities by geographical regions.<\/span><\/li>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Tailor training programs to regional needs and preferences.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">11. Courses<\/span><\/h4>\n<ul>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Develop and maintain a catalog of training courses.<\/span><\/li>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Manage course content, schedules, and materials.<\/span><\/li>\n<\/ul>\n<h3><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">Super User Capabilities<\/span><\/h3>\n<ul>\n<li><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">As a super user, the system offers enhanced administrative privileges, allowing for comprehensive oversight and control of all system features and data.<\/span><\/li>\n<\/ul>\n<p><span style=\"color: #ffffff; font-family: inherit; font-weight: normal;\">This system represents a comprehensive solution for managing all facets of training administration, enhancing efficiency and effectiveness for BSTC Training.<\/span><\/p>\n<p>[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_button button_text=&#8221;Get a Quote&#8221; 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_builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-2cf18f4b-ad1d-4daf-a40a-75be4919065f&#8221; custom_padding=&#8221;0px||0px||true|false&#8221; locked=&#8221;off&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{%22gcid-2cf18f4b-ad1d-4daf-a40a-75be4919065f%22:%91%22background_color%22%93}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;0px||0px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; z_index=&#8221;10&#8243; custom_padding=&#8221;12%|60px|12%||true|false&#8221; custom_padding_tablet=&#8221;30px|0px|30px|0px|true|true&#8221; custom_padding_phone=&#8221;30px||30px||true|true&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;fb58262c-e979-4293-bea1-43b79959c6ab&#8221; header_2_font=&#8221;Roboto|900|||||||&#8221; header_2_text_color=&#8221;gcid-f1414204-51c0-48ff-bc68-c545a86d03e7&#8243; header_2_font_size=&#8221;96px&#8221; header_2_line_height=&#8221;1.1em&#8221; text_orientation=&#8221;right&#8221; width=&#8221;150%&#8221; width_tablet=&#8221;100%&#8221; width_phone=&#8221;100%&#8221; width_last_edited=&#8221;on|tablet&#8221; custom_margin=&#8221;|||15%|false|false&#8221; custom_margin_tablet=&#8221;|||0%|false|false&#8221; custom_margin_phone=&#8221;|||0%|false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; header_2_font_size_tablet=&#8221;40px&#8221; header_2_font_size_phone=&#8221;24px&#8221; header_2_font_size_last_edited=&#8221;on|desktop&#8221; text_orientation_tablet=&#8221;left&#8221; text_orientation_phone=&#8221;left&#8221; text_orientation_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{%22gcid-f1414204-51c0-48ff-bc68-c545a86d03e7%22:%91%22header_2_text_color%22%93}&#8221;]<\/p>\n<h2>Financial Advisory System<\/h2>\n<p>[\/et_pb_text][et_pb_accordion open_toggle_text_color=&#8221;#ecc600&#8243; open_toggle_background_color=&#8221;RGBA(255,255,255,0)&#8221; closed_toggle_background_color=&#8221;RGBA(255,255,255,0)&#8221; toggle_icon=&#8221;&#x4c;||divi||400&#8243; icon_color=&#8221;#ecc600&#8243; _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;ca0c039f-0d09-48f8-8a27-cfae3d931471&#8243; toggle_text_color=&#8221;#ecc600&#8243; toggle_font=&#8221;Archivo|700|||||||&#8221; toggle_font_size=&#8221;16px&#8221; body_font=&#8221;Archivo||||||||&#8221; body_text_color=&#8221;#ffffff&#8221; body_font_size=&#8221;15px&#8221; body_line_height=&#8221;1.8em&#8221; custom_margin=&#8221;||30px||false|false&#8221; toggle_font_size_tablet=&#8221;&#8221; toggle_font_size_phone=&#8221;15px&#8221; toggle_font_size_last_edited=&#8221;on|phone&#8221; body_font_size_tablet=&#8221;&#8221; body_font_size_phone=&#8221;14px&#8221; body_font_size_last_edited=&#8221;on|phone&#8221; border_width_all=&#8221;0px&#8221; border_color_all=&#8221;rgba(255,255,255,0.26)&#8221; border_width_bottom=&#8221;1px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-f1414204-51c0-48ff-bc68-c545a86d03e7%22:%91%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22,%22icon_color%22%93,%22gcid-1adb0c48-e943-4be8-b747-83127bdbd76c%22:%91%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22,%22body_text_color%22%93,%22gcid-6171fd24-b893-4d22-843a-f4129850a5c1%22:%91%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22toggle_text_color%22,%22open_toggle_text_color%22%93}&#8221;][et_pb_accordion_item title=&#8221;Introduction&#8221; open=&#8221;on&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;|0px||0px|false|true&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span>Financial advisory system is a web-based system is designed to streamline and enhance the management and operations of financial advisory services. The system caters to both advisors and administrators, providing them with tools to manage prospects, clients, and various administrative functions. It is a comprehensive platform that ensures efficient tracking of client interactions, performance metrics, and administrative tasks.<\/span><\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;Key Features&#8221; _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;|0px||0px|false|true&#8221; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]<\/p>\n<h4><span style=\"color: #ffffff;\">Advisors Section<\/span><\/h4>\n<ol>\n<li>\n<p><span style=\"color: #ffffff;\"><strong>Prospects<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"color: #ffffff;\"><strong>Engagement Tracking<\/strong> <\/span>\n<ul>\n<li><span style=\"color: #ffffff;\">Track engagement activities with prospects, including calls, appointments, and closing status.<\/span><\/li>\n<\/ul>\n<\/li>\n<li><span style=\"color: #ffffff;\"><strong>Fact Findings<\/strong> <\/span>\n<ul>\n<li><span style=\"color: #ffffff;\">Collect detailed information about clients, including personal details, financial status, risk preferences, and future planning needs.<\/span><\/li>\n<\/ul>\n<\/li>\n<li><span style=\"color: #ffffff;\"><strong>Financial Report Generation<\/strong> <\/span>\n<ul>\n<li><span style=\"color: #ffffff;\">Generate comprehensive financial reports based on collected data and analyses.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p><span style=\"color: #ffffff;\"><strong>Clients<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"color: #ffffff;\">Maintain detailed records of current clients.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">Manage Takaful, Estate, and Investment profile certificates and payments.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">Track client portfolios, interactions, and update client information.<\/span><\/li>\n<\/ul>\n<\/li>\n<li>\n<p><span style=\"color: #ffffff;\"><strong>Balance Scorecard<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"color: #ffffff;\">Monitor and visualize key performance indicators (KPIs).<\/span><\/li>\n<li><span style=\"color: #ffffff;\">Assess advisor performance through various metrics and dashboards.<\/span><\/li>\n<\/ul>\n<\/li>\n<li>\n<p><span style=\"color: #ffffff;\"><strong>Commissions<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"color: #ffffff;\">Track advisor commissions, including own commissions and subordinate commissions.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">Handle commission adjustments for additional fees.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">Generate reports on commission structures and payments.<\/span><\/li>\n<\/ul>\n<\/li>\n<li>\n<p><span style=\"color: #ffffff;\"><strong>My Account<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"color: #ffffff;\">Advisors can manage their personal information and account settings.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">Update contact details, preferences, and access security settings.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<h4><span style=\"color: #ffffff;\">Administrator Section<\/span><\/h4>\n<ol>\n<li>\n<p><span style=\"color: #ffffff;\"><strong>Structure<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"color: #ffffff;\">Manage the organizational hierarchy and structure.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">Define roles, permissions, and reporting lines within the company.<\/span><\/li>\n<\/ul>\n<\/li>\n<li>\n<p><span style=\"color: #ffffff;\"><strong>Tables<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"color: #ffffff;\">Configure and manage various data tables used within the system.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">Ensure data consistency and integrity across different modules.<\/span><\/li>\n<\/ul>\n<\/li>\n<li>\n<p><span style=\"color: #ffffff;\"><strong>Companies<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"color: #ffffff;\">Maintain records of companies associated with the advisory firm.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">Track interactions, contracts, and performance of associated companies.<\/span><\/li>\n<\/ul>\n<\/li>\n<li>\n<p><span style=\"color: #ffffff;\"><strong>Advisors<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"color: #ffffff;\">Manage advisor profiles, performance, and assignments.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">Track advisor credentials, certifications, and training records.<\/span><\/li>\n<\/ul>\n<\/li>\n<li>\n<p><span style=\"color: #ffffff;\"><strong>Payments<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"color: #ffffff;\">Handle financial transactions related to advisor commissions and client payments.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">Generate payment reports and ensure timely processing of financial transactions.<\/span><\/li>\n<\/ul>\n<\/li>\n<li>\n<p><span style=\"color: #ffffff;\"><strong>Adjustments<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"color: #ffffff;\">Make necessary adjustments to financial records, commissions, and other data.<\/span><\/li>\n<li><span style=\"color: #ffffff;\">Ensure accuracy and compliance with financial policies and regulations.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p><span style=\"color: #ffffff;\">This system provides a robust framework for managing the operations of a financial advisory firm in Malaysia, Kuala Lumpur, and Selangor, enhancing both advisor productivity and administrative efficiency. The platform supports comprehensive Takaful &amp; Risk Management and serves as a Shariah Financial Adviser, ensuring compliance with Islamic financial principles.<\/span><\/p>\n<p>[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_button button_text=&#8221;Get a Quote&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;3117bc07-6a8a-4679-b3bb-b6ed74b48a2f&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;14px&#8221; button_text_color=&#8221;#ecc600&#8243; button_bg_color=&#8221;RGBA(255,255,255,0)&#8221; button_border_width=&#8221;2px&#8221; button_border_color=&#8221;#ecc600&#8243; button_border_radius=&#8221;0px&#8221; button_font=&#8221;Archivo|700||on|||||&#8221; custom_padding=&#8221;18px|38px|18px|38px|true|true&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-2cf18f4b-ad1d-4daf-a40a-75be4919065f&#8221; 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custom_padding=&#8221;19%|60px|10%|60px|false|true&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;30px|30px|30px|30px|false|true&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;b327cbe4-b1d5-4b66-ad37-40c8f2f061ba&#8221; header_2_font=&#8221;Roboto|700|||||||&#8221; header_2_font_size=&#8221;48px&#8221; header_2_line_height=&#8221;1.2em&#8221; header_2_font_size_tablet=&#8221;32px&#8221; header_2_font_size_phone=&#8221;20px&#8221; header_2_font_size_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Let&#8217;s Build Something<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.25.1&#8243; _module_preset=&#8221;1f09816e-184e-4ce5-a4cf-b39c52c423ca&#8221; text_font=&#8221;Archivo||||||||&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;1.6em&#8221; custom_margin=&#8221;||30px||false|false&#8221; 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header_3_line_height=&#8221;1.4em&#8221; custom_margin=&#8221;||10px||false|false&#8221; header_3_font_size_tablet=&#8221;20px&#8221; header_3_font_size_phone=&#8221;16px&#8221; header_3_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{%22gcid-1adb0c48-e943-4be8-b747-83127bdbd76c%22:%91%22header_3_text_color%22%93}&#8221;]<\/p>\n<h3><span>Betasoft<\/span> Technologies<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;4c43b4b6-66bf-432d-959a-705bda24a650&#8243; text_font=&#8221;Archivo||||||||&#8221; text_text_color=&#8221;gcid-1adb0c48-e943-4be8-b747-83127bdbd76c&#8221; text_line_height=&#8221;1.6em&#8221; header_font_size_tablet=&#8221;55px&#8221; header_font_size_last_edited=&#8221;off|desktop&#8221; global_colors_info=&#8221;{%22gcid-1adb0c48-e943-4be8-b747-83127bdbd76c%22:%91%22text_text_color%22%93}&#8221;]<\/p>\n<p><span>Registered under company number 201703339320 (002715195-H). Located at No. 9-4 Pusat Dagangan Shah Alam, Persiaran Damai, Seksyen 11, 40100 Shah Alam, Selangor,<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;4c43b4b6-66bf-432d-959a-705bda24a650&#8243; text_font=&#8221;Archivo||||||||&#8221; text_text_color=&#8221;gcid-1adb0c48-e943-4be8-b747-83127bdbd76c&#8221; text_line_height=&#8221;1.6em&#8221; link_text_color=&#8221;gcid-1adb0c48-e943-4be8-b747-83127bdbd76c&#8221; header_font_size_tablet=&#8221;55px&#8221; header_font_size_last_edited=&#8221;off|desktop&#8221; global_colors_info=&#8221;{%22gcid-2cf18f4b-ad1d-4daf-a40a-75be4919065f%22:%91%22text_text_color%22%93,%22gcid-1adb0c48-e943-4be8-b747-83127bdbd76c%22:%91%22text_text_color%22,%22link_text_color%22%93}&#8221;]<\/p>\n<p><a href=\"#\">Web Development<\/a><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.18.0&#8243; 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Conditions<\/a><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Timesheet Management SystemThe web-based timesheet and management system is a comprehensive tool designed to streamline time tracking, reporting, and administrative tasks. 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