FrameWork
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Framework Foundation

At the core of the Framework solution is Framework Foundation which includes the essential elements:

  • Business Process Management
  • System Configuration
  • CRM
  • Security & Controls

These four key components are at the heart of the solution. Business Process Management and System Configuration support the flexible nature of Framework, while its robustness is maintained through Security & Controls.

The CRM tool is central to the integrated nature of Framework, providing a central repository for all contact details which are used in other modules including, Investor Relations, Fundraising, Deal Flow. It can also be used in conjunction with the Fund Administration and Portfolio Accounting Modules to record partner and investment details.


Framework Foundation:

CRM

  • Contact/relationship management
  • Seamless integration with MS Outlook

 

Business Process Management

  • Document handling
  • Workflow
  • Contact activity tracking

 

System Configuration

  • ustom configuration
  • Configurable screens and data fields
  • Real-time management information
  • Powerful custom views e.g. dashboards
  • Integration with MS Excel & MS Word (including mail merge)
  • Role-based displays

 

Security & Controls

  • Comprehensive user security
  • Audit trails and reporting