Overview

Quandis Business Objects (QBO) is a platform that enables businesses to configure a huge variety of business solutions quickly, via a web browser.

• Software Design Philosphy
• Workforce Management
• Project Planning Guide
• Platform Pricing

Business Modules

• Accounting
• Business Rules
• Contact Management
• Data Import and Export
• Document Management
• Fintech (Credit, Debt, Mortgage)
• Label Classification
• Messaging
• Process Management
• Reporting
• Score Calculation
• Task Management
• Workflow Management

User Roles

• Business Users
  • Processor
  • Manager
• Power Users
  • Template Administrator
    • Videos: workflow , workforce management , rules , document creation and classification
    • Walkthroughs: flex loan mods, customer outreach, worklist management, valuation fulfillment, workflows launched from a data warehouse
  • Security Administrator
  • Rules Administrator
  • Configuration Administrator

Developers

• Overview of the QBO modules
• Workflow overview  (including a video )
• Tasks  (including a video ): this is what many people call "workflow", but in QBO, it's but a small piece of workflow
  • Creating tasks from a spreadsheet
  • Managing Worklists  (including a video )
  • Status-based Routing  (including a video )
• Rules  (including a video )
• Importing data :
  • via spreadsheets
  • via API calls  (XML), and authentication
  • via bulk SQL operations
  • subscription pattern , autobind pattern , types and statuses
• Processes , Documents , Messages , Accounting  and Scoring
  • mail merge video
  • document classification video