Total Performance Intelligence™|
Sales, Service, Performance & Variable Compensation Management
The StrategixEPM™ System is a fully-automated data-aggregation, metric-definition, goal-setting,
calculation, forecasting, participant and reporting administration solution for:
- Workforce, employees, representatives, business units, customers, and partners
- Sales, opportunity management, revenue production, and sales management
- Referrals, referral-to-sales, and referral productivity
- Marketing campaign management productivity
- Service, service levels, time-to-resolution, and service management
- Relationship portfolio profitability, customer satisfaction, and customer retention
- Asset quality, service quality, and accuracy
- Productivity, yield, output, and efficiency
- Cost management and unit profitability
- Performance ratings, competencies, training, and project-to-completion
- Manager overrides: at all hierarchy levels
- Equity compensation programs
- Merit Pay programs: individual and group
- Reward and recognition programs
- Special Performance Incentives (SPIFFs)
- MBOs and related bonuses
- Organization-wide profit-sharing models
- Cash- and Non-Cash-based: all plans
- Percentage, flat rate, one-time and recurring commissions
- Recoverable and non-recoverable draws
- Accelerators, qualifiers, and caps
- Lookback and pay-forward pay-outs
- Charge-back and prior period adjustment accounting
In ongoing development and enhancement for over twenty years, StrategixEPM™ enables an unsurpassed
range of performance data, metrics, goals, objectives, targets, quotas, and related recognition and
incentive compensation reward methodologies. Key benefits include:
- Fast implementation: based on over 400 pre-configured calculation algorithms.
- More precise performance information: enterprise down to individuals.
- Faster and more timely results: real-time, daily, weekly, month-end, period-end.
- Unparalleled host and core source system data integration and consolidation.
- Robust and flexible reporting and data export.
- Highly cost-effective and easy-to-use: enterprise-wide browser-based application.
- Available via SaaS, Hosted, Full-Service Outsource, or End-User License.
StrategixEPM™ key capabilities include:
- Web browser-enabled user access and reporting.
- User-defined rules-based configuration: manages multiple complex organizational hierarchies, multiple lines of business, multiple service workflows, and multiple distribution and service channels.
- Infinite range and number of incentive/recognition/reward plans: for individual, customer, partner, team/group, region/market, territory, line-of-business, and enterprise; for sales and any other transaction types; for service, event and process, front and back-office, executive and staff.
- Delivers dynamic role-based on-line reporting: dashboards, performance scorecards, ranking lists, trends reports, detail summaries, drill-downs, roll-ups, data exports, and more.
- Robust user security role definition to manage system and data access.
- Comprehensive workforce, business unit, and customer profiles for full performance management.
- Real-time on-line data input and editing of performance source data.
- Real-time enterprise-wide performance results roll-up and drill-down.
- Multi-currency, multi-language enabled.
StrategixEPM™ is an unparalleled engine for cost-effectively automating incentives and delivering on-line workforce,
business unit, customer and partner performance reporting enterprise-wide. StrategixEPM™ is the only solution worldwide
to be provided in multiple deployment platforms, with a solution for every need and every budget:
For additional information, to submit an RFP, or to schedule a demonstration, please e-mail your request to us at email@example.com