Business and Organizational Enterprise

From the moment you call Plan-It Management, your needs are our top priority—you are our focus! We take the time to listen to you, learn about your business/organization and develop solutions that are customized to your goals. Our goal is to get to know you and your business/organization so that we can provide solutions that increase your productivity and lower your overhead cost.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

We undertake an initial needs assessment to ensure that your organization receives the types of services needed while not overwhelming your staff, or overcomplicating your processes. Once we have mutually determined that a
customized system is right for you, we embark on a process of “programming.” In other words, we find out more about your specific needs. This process includes understanding your internal processes, data-management needs and company goals, among other important traits.

The result of this programming process is a roadmap for designing customized solutions and reports that will meet your business and organization’s needs. Once the solution is designed, we manage the entry of current data into the system and provide training for key staff on how to use the system.

Additional Enterprise Options:

Reporting
  • Building Inventory Report
  • Client-Management Report
  • Escrow Report
  • Franchise Performance Report
  • Franchisee Detail Report
  • Franchisor’s Report
  • Individual Time-Management Report
  • Issues Resolution Report
  • Location Development Status Report
  • Maintenance Report
  • Permit-Status Report
  • Potential Franchisee Report
  • Project Inventory Report
  • Project Manager’s Report
  • Project Status Report
  • Property Inventory Report
  • Task Management Report
  • Tax Assessment Report
  • Tenant Lease Report
  • Utilization/Occupancy Report

 

Task/Data Management
  • Design Resolution
  • Design Team Contact List
  • Development Code Changes
  • Emergency Contact List
  • Franchisees
  • Inspections
  • Inventories
  • Issues Resolutions
  • Key/Access Inventories
  • Locations
  • Operating-Procedures Distribution
  • Permit Status
  • Property and Building
  • Resource/Inventories
  • Sales
  • Schedules
  • Site Data
  • Task Updates
  • Users
  • Utilization
  • Work-Order Request
Document Control
  • Appraisals
  • Construction Documents
  • Design & Construction Contracts
  • Development Designs
  • Emergency Operation/ Safety Plans
  • Facility Plans
  • Feasibility Study
  • Franchise Agreements
  • Historical Data
  • Insurance Documents
  • Land Lease Documents
  • Marketing Packets
  • Master Plans and Designs
  • Meeting Minutes
  • Permit Approvals
  • Purchase and Sales Documents
  • Rental/Use Agreements
  • Standardization/Turn-key Packets
  • Title Reports
  • Training Plans/Packets