CATS2007 NEW AND ENHANCED FEATURES
Fully updated to further enhance ease of use and dramatically increase productivity, the 7th 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.
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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TOOLS