Platform Features
Transaction & Process Management, re-imagined…
Transaction & Process Management, re-imagined…
Whether you are managing processes or transactions, our template pathways offer suggestions as a starting point for you, but are fully configurable to make it bespoke to your organisation.
Unlike other platforms you may have seen, you can also build pathways from scratch to reflect how you do business, the way you want to do it.
View the stages of each process or transaction, create and edit tasks and subtasks and easily toggle certain tasks on or off depending on requirements.
Assign team members appropriate for each task or stage meaning no time is wasted and only the right people are assigned the correct responsibilities.
Templates and documents can be stored in related data rooms for easier coordination. You define user access and permissions to ensure access is granted to the right information required when needed.
Each user sees their own status dashboards giving increased visibility and more meaningful status reporting. See at a glance your overall transaction completion status, including outstanding tasks and due dates as well information about related data rooms, or on the progress on specific tasks assigned to your team.
Registered & Trading Office :
Trafalgar House Havre des Pas
St Helier, Jersey JE2 4UL
Phone: +44 1534746154
Email: [email protected]
Office Hours:
Monday-Friday 9:00-17:00
Registered Office :
Kemp House,
160 City Road,
London, UK, EC1V 2NX
Trading Office :
Fairfield,
68 Summers Road,
Godalming, Surrey UK GU7 3BE
Phundex Limited is registered in Jersey, Channel Islands, No 131447, Registered with the Information Commissioner’s Office in the UK in compliance with the Data Protection (Charges and Information) Regulations 2018 under registration ZA839762 and in Jersey in compliance with Regulation 4(1) of the Data Protection (Registration and Charges) (Jersey) Regulations 2018 under registration 68186
Phundex UK Ltd is registered in England & Wales No. 12207772, Registered with the Information Commissioner’s Office in the UK in compliance with the Data Protection (Charges and Information) Regulations 2018 under registration ZA839762
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