CATS2012 NEW AND ENHANCED FEATURES

Fully updated to further enhance ease of use and dramatically increase productivity, the 9th generation of the Compensation Activity Tracking System (CATS) contains dozens of new and enhanced features to help you administer even the most complex incentive compensation programs.

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FULL FEATURE LIST

Feature for feature, CATS has more functionality then competing products. It's just one of many reasons why our incentive compensation solution is the best value in it's class. To explore further, click the links below to examine a specific feature set or simply scroll to view all features.

APPLICATION ARCHITECTURE
COMPENSATION PLAN DESIGN
COMPENSATION PLAN MODELING
DATA MANAGEMENT
DOCUMENT AND REPORT GENERATION
MANAGING SALES TRANSACTIONS
ORGANIZATIONAL MODELING
POSTING
PROGRAMMING LANGUAGE
SECURITY
SUPPORTED PLAN TYPES
TOOLS


APPLICATION ARCHITECTURE

  • Available in different editions to meet the different needs of business users
  • n-tiered application architecture
  • Component based
  • Microsoft Windows DNA compliant

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COMPENSATION PLAN DESIGN

  • Flexible formula structure
  • Plan design wizards
  • Create plans exclusively using click-and-point interface (no programming)
  • Plan formulas are designed once and applied to multiple positions
  • Majority of plans can be defined using forms
  • Object oriented programming language for defining complex plans
  • System constants for quotas and targets
  • High Degree of Flexibility to adjust to changes in plan and planning process – limited need for customizing code (limited IT or Vendor Involvement)
  • Natively supports matrix calculations without the need for special formulas or programming code.
  • Matrix builder automates the creation of matrix tables
  • Business rule code stored as database objects not as customized application code
  • Interactive Plan development

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COMPENSATION PLAN MODELING

  • Comprehensive help system
  • Wizards for common functions
  • Allows daily or weekly calculation to monitor performance (or any user-defined interval)
  • Automates delivery of participant and management reports via email
  • Automates distribution of participant and management reports via secure web site
  • Work off-line and upload changes
  • Supports 10,000's of participants
  • Supports millions of transaction records
  • Supports an unlimited number of data tables
  • User-defined tables
  • User-defined interface with external data
  • Automatic import of data from external sources
  • Import from any ODBC data source, text file, or Excel worksheet
  • Ability to summarize information in external table without importing
  • Download individual goals via a spreadsheet
  • Ability to enter additional goals manually
  • Allows manual entry of performance, credit, and compensation data (with audit log)
  • View of data controlled and filtered by user name and password
  • Purge/archiving facility
  • Automatic archiving of all performance and compensation data
  • View errors by transaction item or by process
  • Automatic highlighting of transactions with errors
  • Notes can be attached to any transaction and compensation item
  • Automatic logging of manual changes to all data tables.
  • Unlimited number of concurrent compensation plans
  • Multiple incentive periods
  • Various data sources can be used to calculate incentives
  • Supports roll-ups
  • Supports all types of credit allocation rules
  • Customizable performance measure formulas
  • Top-down quota setting
  • Bottom-up quota setting
  • Decentralized and integrated quota interface
  • Supports import to and export from all system and plan tables
  • Rollup revenue and other incentive compensation at each pay cycle
  • Split compensation for a defined period following a territory change
  • Compensate simultaneous overlapping multi-period segments (YTD, QTD, MTD, WTD) on a given pay period
  • Administrator is guided through compensation processing by a plan manager wizard
  • Compensation processing is segmented into discrete steps to improve comprehension and increase flexibility

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DATA MANAGEMENT

  • Compatible with ODBC report management systems
  • Compatible with popular ETL tools: Data Junction and Oberon
  • ASCII delimited or fixed record length text
  • Table linking
  • User-definable tables and records
  • Desktop or C/S database
  • Import from and export to any ODBC data source
  • Import and export support for all tables
  • Import and export all application tables to and from Microsoft Excel
  • Directly connect to existing legacy systems (SAP, DW, CRM)
  • Upsize function to move desktop data to C/S
  • Downsize function to move C/S data to desktop database

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DOCUMENT AND REPORT GENERATION

  • Generation of compensation plan documents
  • Ranking reports
  • Commission statementS
  • Achievement reports
  • Revenue reports
  • Compatible with all third party report writers
  • Extensive support for ad-hoc reporting
  • Interactive web-based report design and viewing
  • Create reports with no involvement of IT
  • Delivered with standard reports
  • Delivered with the capability to provide specific data statistical reports
  • Employee and manager can access payment information via Web
  • Adjustments
  • Adjustment entry
  • Adjustment correction
  • Adjustment history viewing, auditing, and reporting
  • Adjustment processing
  • Charge backs
  • Adjustment audit trail
  • Attach notes to any transaction item & compensation result

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MANAGING SALES TRANSACTIONS

  • Duplicate checking
  • Exception processing
  • Order and line item detail
  • Import updates
  • Manual or automatic import of transactions
  • Automatic archiving of transactions
  • Import data into application managed tables or extract summary information
    from external ODBC data sources

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ORGANIZATIONAL MODELING

  • Team selling
  • Organization rollup
  • Dynamic reorganization
  • Territory assignment

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POSTING

  • Trial posting
  • Correcting
  • Spot checking
  • Promoting

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PROGRAMMING LANGUAGE

  • Full-featured object-oriented programming language
  • Loops, case-statements, if-then statements
  • Variable scooping
  • Sub-procedures
  • Arrays
  • Programmatic control (if necessary) of all aspects of plan design and processing

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SECURITY

  • Roll based and plan based for admin and reporting purposes
  • Username and password security

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SUPPORTED PLAN TYPES

  • Club awards
  • Commission calculation
  • Cost-of-sales
  • Declining-rate commissions
  • Discrete performance cycles
  • Experience-based rates
  • Flat-rate commissions
  • Guarantees
  • Hurdles
  • Leverage
  • MBO plans
  • Modifiers
  • Multiple comp plans
  • Organizational rollups
  • Payment triggers
  • Payout frequency
  • Profit calculation
  • Progressive-rate commissions
  • Quota-based commissions
  • Recoverable and non-recoverable draw
  • Rolling period commissions
  • Spiffs
  • Splitting commissions
  • Step-rate commissions
  • Target totals
  • Thresholds
  • Matrix commissions
  • Binary bonus
  • Step bonus
  • Bonus formula
  • Variable rate commission
  • Individual commission rate
  • Adjusted value commission
  • Linked performance
  • Bonuses
  • Bridges
  • Caps

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