Once you have completed your OTMM Assessment, you are now ready to level up from your current level. You can use the guide below to move step by step to the next levels of leveraging technology.
Move from Paper based to Approvals on Email and document the same on Excel Sheets for consolidation and reconciliation
Staff to take Backup of their work folder on a daily basis using a USB/Pen Drive.
Create Digital Scanned Version of all Passbook and other important Documents using CamScanner
Greythr for Payroll, Leave, Attendance, Claims & Expense Management, Tax Deductions Management and basic HR management with a portal for staff to interact.
Move to Online banking with support from the Bank and ensure 2 levels of authentication
Happay for easy advance and reconciliation for Staff using a dedicated Advance Top up card.
All Staff enable Live back up of work folders using Google Drive/Stream
Safe and Secure Browsing and Communications for team members - Telegram, Signal, ProtonMail, Email Encryption, ToR Browsers, Firefox Browser
Additional features like Performance Management can be enabled on OpenHRMS at this level.
Enable Cloudflare SSL protection for your Site.
Install Cloudflare 22.214.171.124 on your Routers for faster Internet
Use Alfresco with AWS for Document Management and Back up
If you have too many devices to manage - Try SnipeIT asset management
Slack for Team Collaboration and working together
Upgrade to Tally Enterprise Version if you have many field offices and additional Accountants.
Teams use Google Docs, Drive, Sheets, Calendars for Team work and document sharing and management.