(Online) Fund Model, Assessment, Work Flow and Report Automation

what I need ideally is the following: 1. A web based system with mobile compatibility; 2. Ability to interface SQL based systems 3. There will be four modules on the system: Module 1 - Fund Model: Where they capture funders and their contribution to the fund. Link funders to companies they are funding. Create and capture funded companies as well as their performance in terms of finance, personnel and other social and environmental aspects Module 2 - Due Diligence Module: where 3 types of assessments can be performed: Financial due diligence and ESG due diligence and custom due diligence. The due diligence is a set of questions which are answered by the end user (See attached photo) and the user must be able to upload a document against a question and create a project against each question. Each question will have options of 5 click answers and each answer has a risk value attached to it. The tool must allow for multiple assessment sessions whose results can be edited and compared over time parameters and against a number of funded customers Module 3 - Project Management Tool like MS Project with automated flow chat - these will be linked to projects created during assessments against a funded company Module 4 - Reporting modules. The reporting module. Reports will be: - Due Diligence Reports (Per Company/Per Industry Type/Over a Period - Fund Report (a selection of funded companies, funders and other free text data) also can be in total over a period, number of companies (funders and funded) This will include financial and HR performance - Company performance: either funder or the funded company in terms of financial and captured HR aspect - Project report. We want to be able to compare funds and investments versus each another, elements of assessments. assessment outcomes, project statuses. The reports must export to word, pdf and excel. Dashboards must also be integrated Additional information is as follows: Designing and coding of a web based software with the following capabilities: - Automated work flow and delegation - Auto email generation - Conduct online assessments with 10 various assessments - Automate checklist - Enable user to upload files during assessments - Create follow up assessments - Configure funders and their funding amounts - Allocate funds to an investment - Perform due diligence - Display various client and sites on a tree structure - Create reports whose date parameters are selected by end user - Enable user to compare site vs site, client vs client over a period - Create infographic reports which can drilled down to specific detail - Interface with various SQL payroll and accounting systems such as pastel - Export reports to excel, PDF and word - Automate check list for assessments - User rights configuration Please visit Reference sites 1. [login to view URL] [login to view URL] 2. Click on the reports on the left as well [login to view URL] [login to view URL] [login to view URL] 3 [login to view URL] [login to view URL]