Efficiencymantra (Operational Efficiency Suite)

Organize tasks and documents and compliance deadlines. Integrate your tasks with calendar for better scheduling, keep documents in order, and automatic reminders of important compliance dates.

Payment Discount Software

Tasks and Calendar

Key Features

  • Integrates task management with your calendar.
  • Schedules, tracks, and reminders of critical financial deadlines and custom tasks.
  • Works for both critical financial deadlines and internal operational tasks

Potential Operational Improvement

  • Time reduction on task scheduling and monitoring.
  • Enhanced reminder efficiency, ensuring critical deadlines are met without manual follow-up.

Potential Core Business Benefits

  • Increased on-time completion of financial and operational tasks.
  • Reduced missed deadlines and the associated risks or penalties
  • Safeguarding business's compliance and operational integrity

Document Management

Key Features

  • Organization and security for financial or any other type of documents
  • Simplified filing, retrieval, and collaboration on documents.
  • Password or OTP protected critical documents
  • Access control at document and folder level

Potential Operational Improvement

  • Great amount of reduction on time spent on document filing and retrieval
  • Substantial cut down of time on the coordination time for document-related tasks
  • All documents available online, real time in a secured environment

Potential Core Business Benefits

  • Strengthened document security and organization
  • Minimize the risk of loss or mismanagement.
  • Team productivity enhanced for document access and collaboration

Compliance Monitoring

Key Features

  • Automatic updates to the calendar with statutory compliance deadlines and regulatory requirements
  • Publishes clear dates and action items for each compliance event every month

Potential Operational Improvement

  • Eliminates the need for manual tracking of compliance deadlines
  • Streamlines preparation for compliance activities, enhancing operational readiness every time

Potential Core Business Benefits

  • Maintains high compliance standards
  • Reduced oversight risk
  • Reduced risk of penalties due to missed deadlines.

Frequently Asked Questions – Operational Efficiency Suite

EfficiencyMantra and CFO Mantra in General is cloud based – web based system which is always in sync across all devices and users, that way every team member has the most up-to-date information on tasks and deadlines all the time.

Yes, the Document Management System allows you to set custom access permission through password protection for different team members, only the person with the password would be able a access a specific document and no one else, this level of security can also be enhanced by using two factor authentication, like password + OTP verification.

EfficiencyMantra’s Compliance Monitoring feature is regularly updated by CFO Mantra team of experts in the backend, to reflect the latest statutory and regulatory changes. You will see that it automatically adjusts your compliance calendar, but in the backend, there is a team working for you to ensure you are informed and prepared all the time.

EfficiencyMantra is designed to integrate with a wide range of external calendars such and google calendar or apple calendar so it will automatically populate any calendar entry if you wish to configure it that way.

Security is a top priority. EfficiencyMantra uses advanced encryption and secure access controls to protect your documents and ensure that only authorized personnel can access sensitive information, however, it also depends on the users how they configure it.

EfficiencyMantra is designed with user-friendliness in mind, requiring minimal training. However, we provide comprehensive guides and support to ensure you can maximize its benefits for your business.