When we started to design the Application, we had one thing in mind. Simplicity combined with possible automatisation, inside the Business-OS and possible Data within our other PVYapps and Services, and the outside world.
We designed views, which are dynamic changing based on your interaction or so called record classifications, status change and with that, possible next interactions are being displayed.
If you miss something, both in documentation or on feature set level, you can always come back to us, either over our customer portal or you can also suggest ideas or ask for help on a certain implementation in our community: https://community.pvy.swiss where also other Users can may share their expertise. But in fact, we would state, that non-coders can achieve 85% of possible customization over the built-in Studio.
In our Quick Start Guide, we go trough use case presented overall features of the Application.
Secondly we had in mind, that anybody who is just capable to think in a certain logic, how things shall be linked together, can customize the Application based on the needs alone, without a Software Developer.
We are all humans, but each of us like to have a different view to things. That is in our nature. You can put two guys on the border of a river, with the simple task of describing what you see on the other side of the river where there is a tree. The answers will shock you and both sees and weights different undeniable facts differently.
We call this the personalized perception of reality.
Some like to view record as items as a simple List-View, other prefer Cards or Tiles, with some context informations already visible and yet other people like to view it as Kanban View, based on Status of certain Record.
PVYbusiness OS supports 5 Views, where each user can customize it just with a few clicks based on the displayed Data Collection, what is important to him, to get things done.
For each view you can set available field values in context available of the Detail Records in that given Data Collection, to Display it on your favorite view. Good to know is, that the views are not being stored into a cooke. They are bein stored in the database related to your user and data collection you viewed, so they are then persistent. (Admin can delete it, based on request) You can also set the spacing between the Records, which is nice, if your eyes are not the youngest one anymore.
Also important to know, that we have designed the System and its Menu Navigation Items the Views accordingly with the Informations as it shall be displayed for efficiency and common practice, but you can over steer that.
Map View makes only sense in Contact, Lead or Prospect View, where an Address is associated. We utilize the OpenStreetmap Map, with all globally available layer. And it runs in our Datacenter as a copy, so no Data is being sent to the outside world, even geo request is handled within the application itself, and it loads only based on the coordinates the map sectors accordingly, you don’t become tracable. Same for our PVYmessenger.
Map view, in association with Map Tiles, can be very powerful instrument, not only for Navigation but also Display your Client Data in this way.
(Learn more about here)
PVYbusiness OS let you create Contact Forms, very simple, or also grouped and nested forms, to publish on your website on any place you like. All kind of Form Submits lands in Inbox. And from their you have the posibility to create a new Lead, new Tasks or new Project. It automatically save the Page and Form used for that submit which leads to a perfect Lead / Organization Lead Source classification.
PVYbusiness-OS allows you to have direct protected conversation with your clients or external project partners over the headless-cms integrated customer portal and these conversations are mostly in relation to an data record entry with your customer.
Project Tasks. Invoices, Feedback Collection, and so one. This keeps conversations private and also allows to submit sensitive data for orderfulfilment
A part of our magic sits here. While on other solutions, you have usually for each of your Business Relation a own module, which can lead to data inconsisty specially if a Lead becomes a paying Customer or a Supplier becomes also a Customer, we have in fact only one Data Collection for all of them, which based on the record classification and its status, it has different fields, drowpdown and sections of informations. Converting a Lead is only a matter of a second, and all history is available after without nerving popups of Converting some of the Record into a new Record and Merge some of the contacts or not. Its all there.
Please note, PVYbusiness-OS also supports the entire prospecting process, utilising cold calls or in conjunction with the Marketing Collection for Prospect Gathering over automated Campaigns with various Online Mediums.
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Contacts are Persons, which can stand a single entitiy without any relation to an organization or user. Beside of the main collection “Contacts” there is a view driven Collection called “My Contacts” which only list your own maintained or entered contacts.
Customer Portal enabling
For Customers, who shall have access to your Customer / Partner Portal, to obtain Invoices, Shipping or Payment Status among other useful interaction within your Organisation, you need to enable these access on the Contact Level of a given Contact in relation to its Organisation.
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Please note, that if a new customer is being created automatically trough an eCommerce order on your website, the associated contact will be enabled from the System itsel on checkout to have Customer Portal access. The flow looks like:
Customer Details are being created on PVYbusiness-OS and Flag for “Has client login” is set to true.
For Customers or Leads manually processed, you need to check this flag manually and run the Flow on the Customer right Side Panel: Create CP Access
You can manage your entire sales proceess, manually, in teams, with review or without any approval either manually, semi-automated withing your users, of fully automated over the ecommerce features built-in to your headless-content management system.
A fully fledged Project Management with HR Utilisation and Expenses Management, including Project Templates, which can be triggered by an Sales or Deal Stage, PVYbusiness-Suite let you manage your Projects, regardless if its for Order Fulfillment, Internal or Product Management / Life Cycle Management very efficiently.
PVYbusiness-OS let you automate repeating Tasks and repeating Project Scopes, based on your Service Portfolio, with Project Templates. These can be triggered from a Quote Level, Deal Level or Invoice Level and it will be automatically assigned to the Buyer of the Service as Organization and given Contact on Quote or eCommerce Order. We deliver a few examples, and we also capable to create Tasks with dependencies and relatives dates to be completed to its predecessor.
This a really powerful and well-thought features. However, we take the Human Ressource true Utilisation Rate applicable in consideration, but not any overbooking of similar Projects within the same time period. For a simple reason: In some industries, they work with more external resources than internal resources, and then its simply a question to book more resources. But you can always the project start date around, and all sub tasks and mile stone are being re-caclulated accordingly.
Billing is the most important part on any Organization. If you can’t bill your clients your provided work, goods or services, you are quickly lost and burried. (Not all ERP Vendors out there, understand that meaningful sequence). PVYbusiness OS lets you create an Invoice manually, out from a converted/accepted Quote, and if there is an underlying Subscription or Maintenance Contract running, it does the automatic recurring billing for you to.
Customer can pay, based on Customer Settings and Organization Settinbgs, either by Cash, Wire Transfer, BitCoin or Credit/DebitCard straight out from the Customer Portal. (Apple Pay, Samsung Pay, is also being supported). You can also bill out from a specific project or all project on a monthly base, where your provided Project Work is being billed to the customer, based on the Price per Task or based on HR Settings for the Task Resolver Sales Price on spent hours.
We are of the opinion that, in addition to the sales side, procurement should also be properly represented. We do not offer a Full Accountig Solution, since every Country has its own rules, but we offer that you have perfect overview with automatisation, correct KPI Values, and perfect maintained financial figures. Based on your size of organization, you may need workflows such as documented request for quotation from your supplier side, smaller organizations may only need to enter the received quotation and convert it to an Inbound Invoice for Creditor Management.
The Service Level Management of PVYbusiness-OS can be utilized for Service related Service Level Agreements, as its common Internet, VoiP Provider or Hoster and ICT & MSP Companies, but also, if you are a Goods & Service Procucers, lets say you Produce Elevators, which requires on a regulary base some Maintenance, or Electronical Cicruit Switches, which you sell to Power Plants. Often such physical products are then also underlying to an Service Contract and Service Level Agreement.
More and more Organizations selling their Services in a form of Subscription, not only Telcos, SaaS Providers or Hosters. Also Bookkeeping agencies or PR Agencies tend to offer their Services in a kind of Base Subscription, with optional consumables. We took care of that ina never seen ease of use subscription collection, which let you, if you grant, even let your customer manage it from the Client/Customer Portal. And it computes for you all the important KPI Values on top, issues the automated Invoices in the defined Period your customer agreed to buy, and also covers some legal aspects, required in some countries for cancelation, grace period and notfiiciation management, both for renewals and cancelation. Noteworty to say, we manage both sides: Purchase & Sales side.
From here you manage your entire Website, for content, eCommerce if needed, blog articles and we really took care to offer PVYbusiness OS Customer a state of the Art Website Builder, with many features and enhancements, so you can focus truly on content and story telling. Images or Videos will be automatically rendered responsove for any kind of Format or Video Link. You can also re-use any kind of Blocks on several places / structure within your Website over again. Dedicated Section for Blogs, with Kanban View, Team Review before Publishing to automated Publishing and Unpublishing, is all in.
Blocks are re-usuable, both in the management and publication to your Website, but also within quotes, proposal you can work with blocks.
The HelpCenter is built-into the Frontend, means your Website, and allows an anoymized Interaction beside of publishing helpful guidance to your potentional customers. Help Collections let you group articles about certain things, can be legal stuff, product or service related things, from how to up to what is covered or included. Visitors of your Website can browse published help articles by group, search over all specific withing these Help Collections, and also rate the article, if it solved their question or not, and leave a comment, visible only withing the PVYbusiness-OS and its related Rating. There are no user data collected, however, we set a cookie for that function to enable these interactions, but all what you see is a “Unique-Visitor-ID”. The Feedback form is protected by PVYcaptcha, and only fades in, if a Website Vistor rate the publsihed Article.
Any Organization has some Marketing Activities, for supporting the sales process if its sales team, or if you are a NGO or Charity you for your fundraising. The Marketing Collection of PVYbusiness-OS is kept simple, but gives you a powerful tool, to handle every kind of campaign you need to raise, to fulfill your targets. From offline print ads, email and online campaigns with not only computed KPI Values, but also automated and trackable Landing Page deployments, with optional Partner Logo Display, External involved Agencies and Influencers til to Project Management, to get things done on time.
Campaigns sports Campaign Type(s) Targeted Audience, Targeted Products or Services, Product related to the Targeted Lead Type you want to earn, such as: Sales Qualified Lead (SQL), Product Qualified Lead (PQL), Campaign Qualified Lead (MQL), Service Qualified Lead (SeQL), Non-Qualified Lead (NQL). It included the Classification of Targeted Platforms and Media up to Goals Management, Cost per Lead and KPI Values for CTA and Tracks computed Revenue out of an Compaign, putting these figures in relation with the real costs for a specific campaign. And thanks to LNKR.ch you can include High-Resolution QR-Codes into your Offline Print Medias, Poster and keep a track, how effectful they where.
Acquisition is part of the Sales Process, where you work mostly very focused with segmented lists, either by E-Mail or Cold calls. Its the Preliminary stage to Leads and you classify contacts or organizations you like to acquire, as Prospects. Thanks to the easy and well structured import / export function of the PVYbusiness OS, for any kind of data, with its built-in functions such as calling the prospect directly or contacting them by e-mail, you have a simple but very powerful tool that also has an activity log. By success, you can convert an Prospect with all its historical data into a lead, and from this moment he resides in PVYbusiness-OS Master Collection for any kind of organizational data.
Regardless if you manage own physical or software products, it has a life-cycle. Iterations. Versions. And propably needs to be documented on certail level, for assembling, processes, and may have an association to a Product you also sell. And for that you may also want to have certain feedbacks, statistics, such as Quality Issues, Claims, New enhanced Version and so one. We call it “little MRP”, because we like to give you some basics and we are sure, you come back with a requirement catalog.
These settings differ from the Application Settings are specific for your business operations.
The File Library you are looking for. Elegant but quick and dirty, integrated in any detail form you want, and also utilized for web publishing. And it’s best, you can connect it, like on PVYwiki, to your PVYfiles ! So in fact, you have one central place for all your files, with versioning support, regardless if kept private or public published to your website. But the built-in File Manager works fantastic aswell without PVYfiles.
Of course you can change the structure as you like, we just give you a guide, how it works the useful way. It’s worthy to mention, that we also support dyncamic creation of folders or sub folders automatically. For Example: Each new Organization you add, regardless of your Business Relation to it, becomes automatically a subfolder with the Name of that “Organization” in the Directory 3. Organizations.
So if you create Quotes/Proposals, or a new Project with its Tasks, and you upload or allocated Files to it, it will automatically create the Subfolders accordingly to this Organinzation, such as:
So the Folder “Improve Passenger Shielding from Electric Radiation” is being created automatically with the value of its Project Name, where the “Folder Customer Uploads” is being created when you allocate a Task to the Customer with “Visible in the Client Portal” to be completed by Customer and when he provides a file for it. Where “Research & Solution” is Project Task flagged as Mile Stone, where all provided Files in Tasks are stored there.
This helps to keep and maintain the law & order of files the easy way. If you want to have numeric design pattern to name your folders, or you prefer to have Number as Project-Identfier, you can easely customize it in Studio according to your needs.
Define based on your Git Repo Location, how and where you feed your Software Developers
Connect PVYtimer into Project Task Time Tracking, Issue Tracking and ServiceDesk Features.
PVYbusinsess OS and PVYmessenger utilizing Maps & Services, which runs as our own Map Service, called PVYmaps, in our Datacenter and not in Public Cloud.
With 2 Billions additional Objects, High-Resolution Satelite Imagery, daily updated, you can further utilise Maptiles, to Display your ERP / CRM Data privately on Maps on a usefull manner. And with confidence, no one other can see, what you see. Or you can share your Live Location, where the data is being delivered straight from the same environment, which provides your Application Data, straight from Local Net. Such neat things we call: Privacy by Design.
PVYbusiness-Suite let you instrumentalise the Mapping Service into your Views and Operations, based on your requirements.
Therefore, you can let display customer, suppliers, leads or any other point of interest, with the GEO Coordinates on a map, where the system transforms the address into a point on the map. To display to your users additional useful information, about this point, you can utilise any Data and Data in Relation as a Tile for the User. We offer the both leading Map Tile Services so you can create your own visual and content driven Map Tiles in relation of a current view of a particular data model.
You need to create an API Account on Mapbox. Software or Web Developer Skill required in JS. They offer a comprehensive
Documentation.
You need to ask our support for more informations,but we constantly building our documentation and refererences here.
If you want to utilise that feature, you can ask for help or customization work on us.
Here you can configure your visual apperance for PDF Print Documents and Mail Notifications. Both are based on HTML, which gives you the freedom to exactly adjust both the PDF Documents and Mail Templates as you want to be withing your Corporate Design Guidances.
Liquified HTML is being used as the Base for your Header and Footer Section. **Learn more about Liquid ** You can use beside of HTML as well CSS to bootstrap your design and make it responsive.
Mail Templates are being utilised on some standard System Notifications and further, to reflect your work flows, from the Flow Extension.
If the System creates itself, either by a Flow, Trigger or over API from the Headless CMS System, aka your Website, the System creates you a Mail Notification to that specific record, to the Record Owner User. Same applies, if another user creates a new Data Records, such as a Project or Qutote, and sets you as the owner.
Record creation to the Owner
Further, the system triggers a Mail and Built-in Notification if another user has mentioned you on a Data Record. The Mail Notification always includes a Time Stamp when being triggered, and the Link to the specific data record.
To support your Business Processes, PVY.swiss utilize the built-in BPM called “Flows” to send you notifications on chnage of a record, either by status, assignment or due date. The Full list of this comprehensive automated notification, which you can particular disable, if not needed, you can find here:
The Mail notification “Base E-Mail Template” consist of 3 Sections:
Where you design the Header and footer once, and body as the real dynamic template based on your requirement. Learn more about coding your own and how you can manage your Mail Notification update proof.
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If you are a Customer of PVY.swiss or one of our Customers, who already using PVYbusiness-OS, then check out our Customer Portal Documentation.