Services and Products
Introduction
The Services and Products module is the centralized catalog that allows you to define, organize and manage the services and products offered by the organization in order to categorize and analyze operations.
What is Services and Products?
It is the cataloging system that allows the creation of a structured inventory of all services and products offered by the company. Although it is not directly linked to processes, its main function is to provide an additional layer of segmentation and analysis for operational tasks.
Main use cases
For Financial Companies
- Product catalog (credit cards, loans, insurance)
- Segmentation of operations by product line
- Performance analysis by specific product
For Technical Services Companies
- Different types of maintenance (preventive, corrective, installation)
- Specialized services by equipment
- Profitability analysis by type of service
For Consulting Companies
- Services by specialty (audit, implementation, training)
- Specific deliverables
- Service portfolio tracking
Key functionalities
Catalog Management
Description: Creation and maintenance of available services and products.
Use Cases: Maintain updated inventory of commercial offerings
Dynamic Fields
Description: Customizable properties to enrich information
Use cases: Adding internal codes, categories, prices or technical specifications
Association with Tasks
Description: Optional linking of services/products to specific tasks
Use cases: Segmentation and analysis of operations by business line
Filtering and Searching
Description: Tools to quickly locate specific services
Use cases: Efficient mapping during task creation
Data Export
Description: Catalog download for external analysis
Use cases: Business reporting and portfolio analysis
Integration with other modules
Work Teams
Initial configuration
To start using Services and Products, you need:
- Catalog definition - List of services and products offered.
- Additional fields - Specific properties required
Typical workflow
- Definition: Create services and commodities
- Enrichment: Add specific dynamic fields