A Dashboard Built to Adapt to You!
HR Management System
Streamline your human resources operations with our HR Management system, powered by Monday.com. Manage employee onboarding, time tracking, performance reviews, and leave requests—all in one centralized platform. Tailor workflows to your team’s unique needs and ensure a smooth employee experience from recruitment to retirement.
A Case Study of our Latest Project
How we did it?
01
Understanding the Problem
ROCA Accountants had trouble keeping their work organised. Their systems were scattered, tasks were hard to manage, and they couldn’t easily handle monthly, quarterly, and yearly schedules. They tried other software, but nothing worked to pull everything together.
02
We Listened First
We ran a workshop with ROCA’s team to learn about their specific challenges. We asked questions about how they managed tasks, tracked client work, and what steps they took for each job. This helped us figure out exactly what they needed.
03
Building the Right Solution
After gathering all the information, we created a central management board. This board allowed them to track customer details, outstanding tasks, and upcoming work in one place. We also built dashboards to show their weekly workload, helping them divide tasks better among the team.
04
Automating Client Work
To improve their business, we built a custom CRM (Customer Relationship Management) system. This helped ROCA organise client information, manage new business leads, and even automate their emails for incoming leads.
05
Result
Within 45 days, ROCA’s workflow was transformed. They now have more control over their tasks, better teamwork, and an improved experience for their clients.
- Hours Save: 20/Month
- Automations: 905
- Custom Workflows Created: 5
- Automated Emails: 18
Caracal Engineering
"Fin-Link efficiently enhanced our Monday.com system for project management, CRM, and invoicing. Highly recommend their services."
July 26, 2023
Nathan Venter
