General

Marshal is an ideal environment to streamline the management of information being maintained by several people in separate spreadsheets, documents, or less powerful software systems.

• Saves time
• Ensures accuracy, consistency and accessibility of information
• Allows people to easily and quickly find the answers to simple and complex questions

CRM

The Marshal CRM modules are capable of providing robust customer relationship management from prospecting to customer support.

• Customer Information
• Brands & Products
• Sales Pipeline
• Budgeting
• Orders & Invoices
• Partner Management
• Vendor Information
• Call Center Tracking
• Warranty Claim Tracking
• Document Management
• Complex Agreements & Contracts
• Employee Expense Tracking
• Mailings & Mailing List Management

Corporate Legal

The Marshal Corporate Legal modules have evolved into a system capable of organizing every aspect of the voluminous information tracked by a corporate legal department. With every red rope, file cabinet, desk drawer, rolodex, and notepad in the entire department at your fingertips, the implications for increased efficiency are obvious.

• Filing System
• Contact Management
• Litigation Files
• Legal Expenses & Reserving
• Insurance Policies
• Risk Management
• Intellectual Property
• Corporate Secretarial Information
• Document Management and Archiving
• Time Tracking
• Docket System
• Project Management
• Reserve Reporting
• Legal Department Reporting

Human Resources

The Marshal HR modules have extensive capabilities for tracking human resources information.

• Job Descriptions
• Recruiting & Hiring
• Departments & Reporting Structure
• General HR & Payroll Info
• Driver Info
• Committees
• Emergency Contacts
• Services: Credit Cards, Phone Plans, Guaranties, etc.
• Time & Vacation Tracking
• Crisis Management
• Document Management
• Employee Expense Tracking
• Head Count report and other reports

Manufacturing

Marshal has a module for tracking hazardous materials, including the Department of Transportation information necessary to generate bills of lading. Marshal can integrate with any ERP system and generate bills of lading using this stored DOT information. This module allows an organization to track which of their warehouses are mixing specific hazardous chemicals, what formulas are being used at each warehouse, and the package sizing or versions being used at each warehouse. The module also takes advantage of Marshal’s Documents module to allow users to store and link labels and MSDS sheets to particular products.

• Brands & Products
• Hazardous Materials Tracking & Shipping

Inter-Application Communication

Marshal is a great communicator.

• Move information between software systems and files
• Reduce redundant data entry
• Push information out through the web or email

Data Warehousing & Analytics

When people need access to information scattered across several systems, or locked away in legacy software, we can build one central place for people to easily search and report on that information from anywhere in the world.

• User Friendly
• Users can run ad hoc searches very easily
• Allows for high level searching at the company or category level
• Allows for very detailed searching down to the line level (general ledger, order lines, invoice lines, etc.)
• Results can be displayed as numbers or graphs
• Results can be easily exported to Excel and other programs for further analysis
• Makes Information Accessible to Everyone Everywhere
• Data is available over the internet
• User interface can be customized to limit available data (e.g. sales person can only see their own sales data, or sales data for their direct reports)
• Users can save searches and make them available to others (great for measuring success of marketing campaigns, focusing on success of new products, etc.)
• Complex Reporting Capability
• System can build complex reports with text, graphs, and graphics
• Reports can be built as PDF's or Excel Spreadsheets
• Auto emailing or publishing of reports
• Service Oriented Architecture
• Data can be made available to other systems easily and securely
• Web Services, ODBC, Web Serving, Import/Export, etc.