rules-based management technology

At the core of SAM Pro Enterprise is Data-Basics' signature technology known as Rules-Based Management (RBM). With RBM, you establish a set of rules that the software automatically enforces at the first sign of a potential problem. By raising flags and addressing issues before they get out of control, Rules-Based Management can aid in executing your corporate vision with seamless efficiency and implementing management by exception.

Benefits — Rules-Based Management by Exception

Automating many of the day-to-day tasks that currently require personnel can eliminate the need for additional staff
Improved efficiency leads to measurable Return On Investment from management by exception
Rules Based Management is field-tested: service, construction and facilities businesses have already found RBM to be a vital tool in industries that include field service, construction, facilities management, HVAC, specialty contracting and national call centers

Rules-Based Management: Management by Exception at Work

In a study conducted by the Aberdeen Group and the Association for Services Management (AFSM) International, Data-Basics and our client Engineering Excellence was recognized as a top entry of successful software implementations in service management. But don't take our word for it:

It is not unusual for a successful services company to outgrow or outpace it infrastructure. It is less common, however, for a growing company to take the time to re-evaluate and re-engineer its internal processes and systems and to do so successfully. EEI [Engineering Excellence, Inc.] has managed to continue to evolve its business into new areas, and while doing so - possibly, as a result of doing so - has also successfully adopted new systems and new procedures for getting things done.

EEI's success with a new business model and a new application suite - Data-Basics' SAM Pro Enterprise - shows how service management can evolve with and (in some cases) lead, an evolution to new ways of doing business.

— The Aberdeen Group, from What Works: Ten Significant Implementation in Services Management

Rules-Based Management in Action

The following video is a 2-minute overview of Rules-Based Management when handling an example scenario of work order management through exception. In it, you'll discover how Rules-Based Management keeps projects on track from the opening of a work order through the billing process.

So sit back and experience Rules-Based Management at work. (The movie requires the Flash Plug-in. Also, be patient: depending on your connection, the movie may take a few moments to load – 333 KB.)

rules based management for service, construction, facilities + more

rules-based management technology

Benefits — Rules-Based Management by Exception

Rules-Based Management: Management by Exception at Work

Rules-Based Management in Action