New AXLR8 Commercial Finance interfaces

16th July 202017th January 2022Rick Marengo

AXLR8 are migrating users to new interfaces to reduce training and make the system quicker and easier to use. Simple lists of proposals and clients have clicks through to more details if desired. Adding new propsals uses a step-by-step wizard approach that even the world’s greatest technophobe will embrace!

These announcements (and see here) are part of the product roadmap which started nearly 20 years ago and will continue with many interfaces to external lenders and other information sources.

Please call to discuss your team’s requirements.

01344 776500

Clear new AXLR8 Portal interfaces

16th July 202016th July 2020Rick Marengo

AXLR8 has been spending the last three years updating and improving the AXLR8 User Experience (UX). Many parts of the system are now being systematically added and seamlessly replacing exisiting client systems.

Staffing Agencies

Field staffing apps have been evolving for a while and are now customised to your company and also have all the functionality you would expect from AXLR8’s comprehensive staffing agency systems.

Applicants for different job postings — AXLR8 Application Tracking System: effective recruitment metrics

The staffing systems internal HQ Admin wokflows are being improved, functon by function, starting with the recruitment team using AXLR8 applicant tracking systems.

Dashboards

AXLR8 Dashboards are built internally at clients with knowledgeable accredited AXLR8 Super Users now. They can be built and placed any where in the system but the most popular place is the opening page with a management overview.

Finance

AXLR8 are growing in the commercial finance and loan management systems markets as a direct result of improving user interfaces.

AXLR8 LoanMatrix — AXLR8 Loan Management Systems

Government

AXLR8 is updating the Information Request Management and Information Asset Register systems in use across central and local government and NHS.

AXLR8 IAR — Information Asset Register keeps data sources inventory maintained

Apps

AXLR8 have been delivering Apps on all major operating environments for seeral years for our clients to replace and complement our web apps and web portals.

The above maintenance app is a simple “see snap send” reporting mechanism as well as containing all the information requied for service, installation and other equipment management tasks for an engineer.

The comprehensive AXLR8 Staffing App is simpl for the staff member to use for shift information, work planning availability calendar, pay, expenses, field reporting and surveys (on and off line) updating personal details, Chat mechanism, proof of attendance and so much more. It is used by tens of thousands of staff every day.

Staff App Screens — Staffing App with client customised content and functionality

Please email sales@axlr8.com or call us about your business systems requirement 01344 776500

AXLR8 Login Tips

10th January 202011th January 2020Rick Marengo

Security is only going to get stronger in the world of business applications.

Therefore, some of your legitimate users will face occasional barriers to accessing your business applications including the one you have purchased from AXLR8.

Quick fixes

Assuming they are legitimate users, the quick solutions you can try are as follows.

Common user issue	What to do about it
Forgot password (includes typing the wrong case e.g. “ABCD1234” instead of “AbCd1234”)	They should go through the password reset process. It sends them a temporary login and instructions on how to create a new secure password. A Super User can also kick off this password reset process.
Too many false login attempts	The users account will be disabled. A Super User needs to go to their User Admin area, select that user and take their account from the “disabled” to the “active” list. Don’t forget to check they are still legitimate users!
Not received password reset email	The email with the reset password instructions has probably gone into their spam folder.* The user must check their spam folder, retrieve the mail and follow the instructions.
User forgot login name (includes typing it wrong such as “JOHN SMITH” when it is actually “JOHNSMITH” without a space)	They can use the user name reminder process. You can send them the correct user name and explain the importance of typing it exactly.

*If all go to spam, then your DKIM and SPF records a may not be set up correctly and you may need to ask assistance of whoever manages your DNS. AXLR8 can re-supply the correct values for these.

The above should solve it (and probably similar problems from any system you may use, from any supplier). If not, one of your company’s AXLR8 Super Users should follow the steps in the link below with your user (client, field staff, etc.) in order to resolve the matter.

Detailed help notes

For more detailed instructions about how to troubleshoot problems when users cannot log in, please click here.

AXLR8 Dashboard functions

25th May 201911th January 2020Rick Marengo

We recently launched a new set of functions for building dashboards.

The functionality is being provided to beta clients and some new clients now. It will soon become widespread.

AXLR8 Dashboards will address two key UI issues we have been working through in the last four years.

Cx Dashboard

The CEO and Cx suite (board, VPs, etc.) will want different dashbards to the functional dashboards we have as standard in the project. A staff booker will log in to an overview of campaigns and a sales person may log in to their active deals. Howver, a CEO or COO may need a couple of graphs and two buttons to take them to some areas of P&L detail or other KPIs for the business such as client feedback scores. Previously, we have built these as custom developments and they have been expensive and mostly only applicable to one specific customer. Now AXLR8 can quickly model and deploy different dashboards for different directors/executive officers.

Functional Dashboards

These are the dashboards that would be used by specific staff and managers to achieve their job objectives on a daily basis. For example a warehouse manager may need to know tools availability and testing schedules for the purposes of kitting out vans during each week with safe, servicable tools. A talent manager may wish to see how many applicants came in over night and how the talent pool stands including whose SIA licence paperwork or work visas are coming up for renewal.

We will follow up with an article with some Use Cases in different industries.

AXLR8 Dashboards

2nd March 201925th May 2019Rick Marengo

AXLR8 has been working on a broad UI improvement strategy over the last four years. AXLR8 Dashboards are one of the main planks of that strategy. Apart from developer team alignment, creative new look and feel approaches and UI standards, the main UI development areas include:

Operational Apps which interact with the AXLR8 enterprise data in your company – built for
- Android tablets and smartphones
- iPhones and iPads running Apple iOS
Specialist portals for field staff
Simplified vertical market portals for specific job roles including finance brokers, request managers and asset/warehouse, transport and maintenance staff
AXLR8 Report Builder UI evolution
AXLR8 e-Learning
APIs to other systems extending access for users (e.g. integrated credit check searches for sales people or integrated proposal entry for finance brokers)
AXLR8 Dashboards

AXLR8 Dashboards are customisable by AXLR8 Support Consultants. In Q4 2019 we plan to add the skills into the AXLR8 Super User training course deliverables. Many AXLR8 SuperUsers will be able to customise these AXLR8 Dashboards for their board directors to see their KPIs and metrics as well as for operational and field staff in specific professional areas such as broking, job tracking, government information request management, talent management (including Applicant tracking, vetting and and staff bookings), sales, maintenance, and many more.

What is an AXLR8 Dashboard?

AXLR8 Dashboards are overview screens making access to your information quicker and easier. The AXLR8 Dashboards Manager allows the Super User or Consultant to:

customise a view (e.g. an opening view after login) of the system with only the buttons, graphs, etc. that a user or group of users needs
cascade more reports and dashboards when that user clicks through to them

This is best illustrated with examples of how dashboards are used.

Who needs AXLR8 Dashboards?

Use case: CEO dash

CEOs often identify 5-10 key metrics they need to run the business and identify trends. Most great CEOs also want to dig into the detail. So an opening screen with these key metrics and buttons leading to reports and data on the main functional areas of their business: sales forecast, sales league table, customer satisfaction survey feedback, delayed projects, bookings, etc. can easily be made for the Cx who would normally not engage with systems.

Use case: Warehouse Operations dash

In this specific area, the people in the warehouse are agents for any business critical processes and for change and evolution. To make a system easy for them to use, it must be built with their vocabulary and each function must be accessible from a simple menu or set of buttons: Book goods in, what equipment needs a PAT or PUWER test, what items are in repair, how many of those drills are available, which vehicles need an MOT (TuV, etc.), how many perishable items are three months from disposal.

Use case: Talent Manager dash

In one company this could mean a dashboard of applicant tracking data, in another it might be extended to vetting, staff surveys, staff work metrics and discipline. Yet another manager may be using AXLR8 e-Learning to develop staff and needs to make sure goals on staff numbers with certain qualifications are achieved. Talent managers will have differing goals from company to company and AXLR8 Talent Managment and ATS, Vetting and other functions need to be customised for each company’s needs.

Use case: Customer Support dash

The Support Manager, or Operations Manager will be measured by the Cx level managers on many critical metrics. This dashboard can be customised so that buttons and graphs on the opening page may show graphs of or allow access to such items as:

Map of where my maintenance staff are today
Current customer satisfaction feedback scores from AXLR8 Surveys and similar AXLR8 functions
Any tickets or requests that have taken longer than target response or resolution times

AXLR8 commercial client GDPR

7th March 201815th May 2024Rick Marengo

AXLR8 have produced the following AXLR8 GDPR document for clients in the commercial sector – especially those who use direct mail with our Newsletter Builder and other tools in B2C markets.

It also refers to a new AXLR8 Data Cleaning document.

Staffing Clients

Those in staffing will find it useful as there are some pointers about adding the Opt Ins to your staff contracts. It seems reasonable to ask staff to read email in order to see what what work is coming up, confirming/ changing shifts and so on. More is available on our specialist staffing website at http://staffing.axlr8.com.

For example, we will be covering data retention periods and especially applicant data and data about terminated staff (with and without payment history.

Government Clients

AXLR8 are creating special new SAR 30/60/90 Information Request Types. More details are on the way to government users of our FOI systems.

GDPR references

31st January 201831st January 2018Rick Marengo

This link is the official UK Information Commissioner’s Office website and the pages of content are

the authoritative source and
clearly explained.

The fines associated with General Data Protection Regulations which come in on 25th May 2018 are huge. None of us can afford 4% of turnover. The reputation damage to your business would be much higher.

Just like you, AXLR8 have beeen burning hard earned reserve cash preparing for GDPR on top of our Penetration Testing, Vulnerability Scanning and the resulting remediation action plans.

Many people are claiming to help you with GDPR if you pay them money. If, like of most of our clients, have more sense than money and some basic legal IT understanding, you should visit this ICO link. It is the official UK Information Commissioner’s Office website and the pages of content are authoritative and clearly explained. All you need to know is that you are the “Data Controller” and AXLR8 is your “Data Processor”. Obviously, if you have in house systems as well, you are both DC and DP for those systems.

If you have any queries about the matter, please do not hestitate to call and book a (free) call with one of our consultants. “A stitch in time…..”

AXLR8 Commercial Asset Finance V4.0 launches

30th January 201731st January 2019Rick Marengo

Version 4 of the AXLR8 Commercial Asset Finance offering is now available.

What’s new? The system is GDPR compliant.

It now includes compatibility with:

AXLR8 Trigaware: which automates alerts and messages for end of funding period and other actions.
AXLR8 Exchange Vault: which automatically stores proposal and client email traffic in the correct places by using the client email address and, if relevant, to a quote or proposal, using the funding opportunity (also called “finance requirement” or “funding requirement”) reference in the email subject line. This is an invaluable tool for both client service and relationship building as well as compliance audit transparency. All the email correspondence for contacts from funders, suppliers, clients and others may be found in their file and likewise, all the correspondence for a quote or funding proposal may be found quickly with that funding requirement’s record.
AXLR8 Mailing Manager: this includes AXLR8 Newsletter Builder which is an effective tool for new business sales as well as keeping clients informed of news and developments at your company. It also has extensive mail merge capability so that it can produce contracts for clients or employees and many other forms of correspondence. In more advanced forms, the AXLR8 Mailmerge system can merge context specific information into one or more funding proposals documents including:
- Funder Details
- Client Details
- Equipment Supplier Details
- client bank, accountant, and other details from KYC and profiling (e.g. length of time at residence and home ownership and unlimited other profiling information).
- Equipment details
- Background information and funding business case.
- Financial parameters such as equipment costs, advances and all the other data required for any funder’s decision.
AXLR8 Report Builder: This allows the creation of reports on the fly and the creation of ad hoc operational data queries. These may be combined and the data can be exported to other systems & tools. Thus, the requirements for compliance reporting (e.g. Gabriel reporting) or funder reports, supplier reports, sales commission calculations are all avaialbe with a few clicks.

…..and many other AXLR8 modules. The system parameters, vocabulary, labels, statuses, profiles and menus can be updated by the your superuser without expensive programmer intervention.

Cassiopae Freehand

AXLR8 have also been working with Cassiopae UK behind the scenes to integrate Cassiopae’s market leading Freehand quotation software in to our AXLR8 proposal management system for Commercial Asset Finance Intermediaries.

Is it compatible with my system and do I need to ugrade? It is based on the AXLR8 CRM (Dragon release and above. Those clients still using the previous version on Cobra releases have been contacted about options, dates and plans for upgrading.

AXLR8

Systems for Event & Campaign Staffing, Sales and Marketing, Freedom of Information, Job Tracking, Assets, Case Management

Compliance