“It’s simple really. With Streamline I can track and control anything. One system that can manage everything in my business.” John Loesch, Bocal Africa

Task Scheduling and Issue Tracking

Work flows.  Business grows.

 
Task Management
Database
Processes
Documents

Simplify task management and tracking. Never drop the ball, or allow your team to drop the ball. See your business productivity skyrocket!

Build a central web- based database of all your customers, supplier, leads, their needs, and what your team is doing about it. Never disappoint the customer.

Standardise processes & project management. Co-ordinate multiple resources and complex work flows which requires the collaboration of many remote people or departments.

Track, deliver and archive all documents – quotes, images, faxes, emails, scans and any other electronic files - that flow through the organisation.

Mobility
Communication
Diary
Reports

Work from anywhere. Access your virtual office via Streamline over the web, from your phone, PDA, PC, laptop or Internet café.



Communicate efficiently inside and outside the organisation. No duplication, misunderstanding or forgetting.

With diary and calendar management you can schedule events and appointments with people and stay on schedule with event reminders via email and SMS notifications.

Query the system and build reports easily. View what has actually been done, when, by whom, how long it took and what still needs to be done!

 
Friday, 19 February 2021 09:29

Profile: Marinus Coetzee, CA and Streamline Power User


Marinus Coetzee, an astounding character with a hidden passion for earthworms, music, biking, reading, and running, is one of Streamline’s oldest and most outspoken advocates. His life has taken him on many different routes and he has gained experience in a vast number of fields.

He tells us in an interview on 15 February that he grew up in the East Rand and studied journalism at Pukke. After graduating, he worked for Beeld for a few years while he studied accounting after-hours. He finished his studies and qualified as a Chartered Accountant and Auditor while working for Fluid Kayaks in 2006 and here he came across Streamline for the first time. Afterwards, he moved to Rustenburg and started his own practice before he joined Peugeot Citroën SA as Head of Finance.

He has recently started working for himself again, focusing on forensic investigations, international tax and acting as outsourced CFO for medium-sized companies. Although things change, the one thing that will remain the same is that he will still use Streamline as his workflow and process manager. He says that “Streamline brings everything together”, and where other people use “grand apps” for every specific need, “Streamline’s strength lies in the fact that it does my instant messaging, workflow, email sorting, archiving, task scheduling, processes, database management - and the integration of all these things - all in one place.” Marinus says that he “can’t understand how corporates can still work with paper - it is chaos!”

We are proud to announce that Streamline will be collaborating with Marinus and two other Accounting and Tax Practitioner firms in 2021 to build ‘Streamline for Accountants’. Over the years we have come to realise that the accounting industry is complex and very process-driven, and that the Streamline workflow engine is a perfect solution for their needs and challenges. (Interested? Email us This e-mail address is being protected from spambots. You need JavaScript enabled to view it )

We wish Marinus good luck with his new endeavours and thank him for his fierce support and contribution over the years.

 

 
Friday, 19 February 2021 11:28

New and Exciting Streamline 4 Features

We have developed exciting new Streamline 4 features that our users can now make use of in their daily operations, such as:

-An easy-to-use and time-saving automated Document Generation of customised letters, contracts, and any other core process documents.

-Improved Workflow Scripting and forms functionality to help the team and the team manager of their key operations.

-Improved Reporting and Dashboard customisability so to keep track of performance indicators.

-Improved Time Logging so that one can easily see where time is slipping away, where more optimisation is needed and improve productivity.

If you would like more information on Streamline, just give us a shout at This e-mail address is being protected from spambots. You need JavaScript enabled to view it . We believe that it is important to create partnerships where value is unlocked. When Work Flows, Business Grows.

 
Friday, 16 April 2010 02:00

About change, lightbulbs and boiling frogs

You may have heard the story of the frog and boiling water: put a frog in boiling water, it will immediately jump out.  However, if you put the frog in while the water is cool and slowly bring it to the boil, the frog will not jump out, but will eventually cook.

 
Thursday, 01 April 2010 02:00

Taken over by my cellphone

You stand in front of the meeting, desperately trying to drag people’s attention away from their iPhones (or whatever other handheld device is currently popular in your office).  You get more and more frustrated as no-one listens to your brilliant presentation that you prepared, working late into the night.

 

How Quickly a Year Flies!

It has already been a year since SL4 launched. and what a year it has been! Streamline 4 has been a smash hit and has been installed at many clients, including a number of brokerages (short term and investment), accounting companies, agencies, and even a call center and a radio station (Northwest FM) ! All these companies have one thing in common - they want to keep track of their clients and their requirements, and make sure the needs of their clients are met.

Streamline was recently installed at System 5, a Johannesburg based IT company that provides 'effective products and services to small and medium enterprises in South Africa, through innovative and personalized IT solutions'. This is what Gregory Botha, their MD had to say:

"Hi Pieter,

I thought I would drop you an email and say “Well Done” on SL4. It is a revelation and a huge improvement on SL3 and a pleasure to use .

It should surely be the market leader in tasking and collaboration by now."

Thanks Greg!

 

Whats New?

We spent quite a bit of time last year on getting interaction between tasks and data right. The results exceeded our wildest expectations. We can now design custom 'datasets' that manage and track complex information and tasks. This makes it possible to quickly customise Streamline for any business' needs. We are in the process of building standard libraries for various industries. (Insurance brokerages, for instance, need to track Leads, Policy Modifications and Claims - and all the attendant paperwork. Done)


Whats Next?

Exciting possibilities have opened up. We installed Streamline at a large Short Term Insurance Brokerage last year called Smit Garrun, part of the Garrun Group. They also had a need to record voice conversations they have with their clients - and have these voice clips available to staff for reference purposes from within Streamline. We collaborated with their telephony vendors. The results are going in as we speak!

 

 
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