"Marketing, Management, PR, HR, Time planning, Task administration - 6 essential business functions Streamlined in one effective system." Nadia Cronje, CEO, Interact Accounting Services

Articles, News and Case Studies
In focus - QSI Brokers PDF Print E-mail
Friday, 23 October 2009 11:02

QSI Brokers is a financial services provider offering both long and short-term insurance and investments related services.

The main challenges faced by QSI brokers are the stringent reporting and compliance requirements introduced by the FIAS and FICA legislation governing the conduct of Financial Service Providers. The Financial Services Board monitors these compliance issues and requires annual reporting with archiving of relevant documents for long periods of time. FSPs should also track interactions (tasks) they have had with their clients and what the outcomes (advice given) on these issues are.

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Task Scheduling PDF Print E-mail
Friday, 09 October 2009 10:59

Task scheduling and task management are the key to getting things done.   There is a story about a man who approached JP Morgan, held up an envelope, and said, “Sir, in my hand I hold a guaranteed formula for success, which I will gladly sell you for $25,000.” “Sir,” JP Morgan replied, “I do not know what is in the envelope, however if you show me, and I like it, I give you my word as a gentleman that I will pay you what you ask.”

The man agreed to the terms, and handed over the envelope. JP Morgan opened it, and extracted a single sheet of paper. He gave it one look, a mere glance, then handed the piece of paper back to the gent. And paid him the agreed-upon $25,000. 

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Linking Tasks and Goals to Strategy PDF Print E-mail
Sunday, 23 August 2009 21:30

Business starts with a Vision and Mission - whether it is a formal statement that has been developed consultatively with staff or the ideal of the entrepreneur who started the business, successful enterprises have an ideal towards which they strive.

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How would you like to reduce your cost of Streamline by 10%? PDF Print E-mail
Thursday, 02 April 2009 14:09

All we want from you is a name - but not just any name. We want your referrals and leads - anyone you think will benefit from using Streamline in their company. They could be your clients, your suppliers, your friends or family. Just let them know to expect our call and give us their details.

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In focus - Pure Innovation PDF Print E-mail
Wednesday, 25 March 2009 12:26

Talent Mining in the Financial Sector using Streamline as Process Engine

Pure Innovation, a new client to Streamline, is a company that focuses on identifying and developing productive talent patterns in business - which they refer to as talent mining in business. They use a trademarked and unique methodology to map talent patterns in business, focus on developing and recognising existing talent and skills, and increase workplace productivity through managing skills application in the workplace.

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