Xamun

Online Business Management and Collaboration Platform for Consultants

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Xamun can help you start a virtual company

Did you know that you can start and operate a virtual company with people you know globally? You can ask them to join you full time, part-time and/or hire freelance experts by just using two tools: Xamun and a PayPal account.


The point is not only to do it but to do it well. With the following steps you can have a virtual company with systems and processes that can be ISO9001 certified:

Step 1 : Get an account in Xamun for Corporate


Step 2: Setup your company and add licenses for adding your other officers and employees.


Step 3: Synchronize your contacts from MS Outlook and invite consultants to join Xamun Freelance. Then associate them with your company on Xamun community.

Step 4: Sign up or use your exisiting a PayPal account to manage billing payments and other expenses.


Step5: Get a Xero accounting subscription and connect with Xamun

Step6: You’re now ready to use Xamun!  Set-up Client, Project, and Resource management applications with your managers to start your business.

Step7: Lean back, relax and watch your business grow while sipping your mojito by the beach!

For more information you can visit our official site.

Xamun Release Notes - Freelance Edition

Freelance Features List

Xamun Freelance edition is now available! Check out the features in this release that are tailor-fit for today’s freelance consultants.

 

My Profile

This section is all about you. Setup your personal profile; update your educational information, skills, and employment history.


Dashboard

Your Personal Dashboard includes the modules Client, Engagement Calendar, Project, and Timesheet Management. It’s your one-stop dash that connects to your business essentials.

Client module allows you to add detailed client information for a more efficient customer relationship management. As a freelance user, you can also request for client connection through existing Xamun corporate users and delete or disconnect if deemed necessary. Manage your engagement calendar, contacts and documents through the Client module and sort them individually per client reference. You can also view the following integrated modules such as Prospects/Leads, Contracts, Invoices, Projects, and Reviews.

Engagement Calendar allows you to manage your existing projects and at the same time detail out your project descriptions and involvements. You can customize your calendar into the following categories: Daily, weekly, Bi-weekly, monthly, Quarterly, Semi-annually, and Annually.

Project module allows you to oversee all the aspects of your business activities. View current project listings and track their progress by accessing them through the quick search feature. Explore other opportunities by viewing project resource requests and assignments. You can also view the following integrated modules such as Task Management, Task Board Management, Milestone and Release Management, Impediments Management, Leaves Management, Timesheet Management, and Contacts Management.

Timesheet Management is your fully integrated timesheet tracker for your freelance business. Segregate task views as Billable or Non-billable, update timesheet, access your online and offline tasks and efficiently update them anywhere in the world.

Talkback

Talkback serves as your Xamun messenger. Communicate and collaborate seamlessly with your clients and colleagues.

Sales Contract

This feature allows you to view all sales contracts in a grid view.

 

Invoice

Get paid on time! This feature enables you to create invoices and customize important details such as discounts, terms, and balance computations. You can save invoice drafts for later references. Choose to preview it in soft copy, have them printed or send through e-mail to clients. The invoice grid view will also give you an overview of your billings and invoices.


Notifications

For this release, Notifications will alert you on pending client requests, projects, engagements and unpaid invoices.

Xamun Release Notes - Corporate Edition

Xamun Features List

Xamun Corporate edition is now available! Read more about how Xamun incorporates the art of collaboration in the consulting business.

 

My Day

My Day is a feature of Xamun that lets you create, monitor and manage your daily business activities, tasks, and schedule. Manage your daily weekly tasks and have it readily assigned or approved. Monitor your business end by viewing your billable and non-billable tasks via the individual team member feature.

Contacts Management

This feature will help you in the basic set up of your contact management. Create and easily sort through your contact profiles. Integrate your LinkedIn account and synch your public contacts in Xamun. Same goes for synching and importation of contacts from MS Outlook and Constant Contact. Better manage your contacts by customizing groups according to your preference.

Support Management

Support Management is your ticketing application within Xamun. Create, manage, and assign tickets to the parties involved and attach files to support ticket requests. You can also archive ticket history for later reference.

Personal Dashboard

Set up your personal account information and settings in Xamun’s personal dashboard. Share messages, links, files, and tag comments with like or dislike on threads among team members and networks.

Your personal dashboard connects you to all the aspects of your business including leaves and training. Monitor the team’s organizational chart; receive training schedule notifications; track personal and team evaluations; and monitor their leaves and training.

Tenant Management

With Tenant Management, you can now set up and update your company information. Detail out your company departments, position, employment status, and initial employee information listing.

License Management

In this section, you can see your license acquisition and billing information update. Monitor and manage your available licenses and allocate, assign or reassign them accordingly.

Client Management Setup

In Client Management Setup, you can lay down your preferred sales processes and methods and your sales business rules and workflow. Define target quotas and incentives per individual or team.

Client

The Client module is your customer relationship management application in Xamun. For this release, you can now use lead management, opportunity management, account management, sales management, sales contract management, and sales invoice management.


Resource

The Resource module will enable you to access your Human Resource data. In this release you can access the following sections:

  • Employee Master File Management
  • Time off Management
  • Recruitment Management
  • Resource Skills Training Management
  • Employee Performance Evaluation and Management
  • Resource Package Adjustments and Movement

Resource Management Setup

This section will help you in establishing resource organizational information and structure; managing resource business rules and workflow; and defining your resource settings and standards.

Projects

Projects module is your project management application that helps you in performing your tasks in the most efficient way possible. Included in this release are the following functions:

  • Project dashboard monitoring
  • Project progress management
  • Project resource request or assignment
  • Task management (individual, team view)
  • Task board management
  • Milestone, release management
  • Impediments management
  • Leaves management
  • Timesheet management
  • Contacts management

Project  Management Setup

This section allows you to establish project type, methodology, task estimation, cycle, duration, work hours, main contacts, and initial velocity.

Strategy Management

The Strategy management section is integrated to four applications. Finance will allow you to view and monitor the Profit and Loss graph. For this release, you can now integrate the finance module to your existing Xero account.

Access the client module through Strategy and monitor your opportunity and accounts pipeline. You can also view your Projects and Resource modules. For this release you can monitor your project progress, resource recruitment view and resource position headcount.

Resource Allocation

Resource allocation allows you to monitor and manage resource requirements, match projects to resources according to availability and skills, monitor and manage resource utilization by position, view resource performance evaluation and initiate resource recruitment.

Xamun is now live and online for business! It’s now up and ready for both Corporate and Freelance users. Check us out at www.xamun.com and don’t forget to follow us on twitter for more updates.