Scheme Manager Enterprise

• Scheme Manager Enterprise can be configured for multiple schemes
• Schemes can have eligibility rules applied
• Features may be applied to specific schemes
• Users can be restricted to specific schemes
• Schemes can have distinct pricing
• Measure Completion Rules may be differentiated by schemes

• Each property is logged as a job
• All jobs have customisable, validated, optional or mandatory input fields
• Contacts section for applicant, landlord and other correspondent details
• Custom drop downs for example; marketing, media, lead source and eligibilities
• Special needs, Account numbers, security passwords & DWP details can be captured
• Royal Mail PAF Address, local authority, rural and LSOA validation
• Page layout and tabbing optimised for fast input

• A measure can be anything you define
• Record any specific measure detail you require
• Create a custom measure completion form(s)
• Completion form(s) enforce format and validation rules
• Can be allocated to contractors, referrers or installers
• Can be specific per scheme
• Can be priced by customisable parameters
• Can include funding from external sources
• Measures can be invoiced

• All actions or changes in the system are recorded as a journal
• Records key information such as who, what, when
• Any documents you define can be linked to a journal
• Journals provide a complete audit trail of what has happened in the system and can be reported on
• Action journals allow a thread of linked actions to be recorded

• Jobs can be searched by a variety of parameters
• Installers, contractors and referrers are limited to only being able to see their own jobs & measures

• Configurable system sequences
• Auto create measures based on scheme & scheme group
• A customisable rule-based flow

• Documents can be triggered, produced and exported automatically by the system. e.g.
• GDPR Letters
• Customer registration letters
• Landlord approval requests
• Supports direct mail fulfilment services

Customers can define additional templates

• Scheme progress tracking
• Workload analysis
• Obligation tracking
• Marketing campaigns
• Lead source
• Installer progress tracking

• Customisable forms allowing pre-qualification of leads
• Webforms available to embed in your website
• Apply eligibility criteria
• Automatically create jobs on SME if all requirements met
• Customisable forms
• Formattable fields

Scheme Manager Enterprise Supports;

• Advices
• Invoices
• Retentions
• PO limits
• Approval & dispute process
• All customisable

• Fulgent can provide a custom reporting site based on;
• • Microsoft SQL Server Reporting Services
  • Microsoft Power BI (at additional cost)
• Base report templates are available for customisation
• Report builder available
• Outputs in a variety of formats
• Subscription service
• Live AD-HOC Data Reports

• EPC data available to query
• View all EPCs available per property
• Use EPC data to match & query  job and form submissions
• All certificate and recommendation data with configurable views

• REST API
• SOAP Webservice
• Same job creation rules apply as for single job entry
• Add jobs, measures, leads or pre qualification data from 3rd parties
• Upload documents via API
• Upload documents via SSH/SFTP
• Custom API integration e.g. TrustMark

Scheme Manager Enterprise populates & handles;

• ECO4 Project Data Dictionary

• ECO4 Measure Data Dictionary

• ECO4 Ofgem Feedback

• ECO+ Data Dictionary (expected April 2023)

• ECO+ Ofgem Feedback (expected April 2023)

• Full training & Documentation tailored to your customisable setup
• Online helpdesk access
• SLA’s tailored to your requirements
• Dedicated account manager
• Collaboration, engagement and pro-active communication
• Regular planned software releases & upgrades

• CSV Job Import
• Complaints
• Noticeboard
• Comms Module
• Automation Manager
• 2FA/MFA Authentication
• VPN Data access