EnABLE’s possibilities are Unmatched Endless Proven

Proven in daily use since 2009, EnABLE was designed specifically for governmental and quasi-governmental entities that pool resources from bonds, loans, grants, or other funding sources and, in turn, issue loans or grants to other entities to achieve program objectives. TechPG recognizes that common business challenges exist for these entities related to management of the data and its relationship to borrowers and other distinct stakeholders. EnABLE was designed to solve these challenges.

EnABLE’s Features At A Glance

Integrated SQL Database

Funding sources, loans, grants, borrowers (parties) and application information are integrated within a single SQL relational database that eliminates risks to data and allows organizations to perform integrated reporting across all sources, uses, and programs.

Security

A robust security framework wraps around the integrated database to control which users can see and use what functions. This facilitates web-based integration and access to operational information by any stakeholder that has an internet browser and a user ID and password.

Workflow

A robust workflow module is delivered with the platform that enables the development of electronic and paperless workflows and process tracking. Email and task notifications are available at any point in the process and detailed management and tracking reporting is supported.

Financial Processing

Provides a comprehensive set of processes and tools to manage all aspects of loan servicing, debt transactions, disbursements, funds balancing, transfers and reporting related to financial activities.

Borrower Data

Borrower (party) data is stored in a single location and includes address, contact, bank account and general demographic data.

Customer Relationship Management

The ability to manage all contacts, events, appointments and activities for a borrower, project or individual loan or grant is provided via a common module that records all methods of contact.

Compliance Tracking

All compliance items (one time or periodic) can be identified and automatically tracked, ensuring that all terms are met. Configurable, automatically generated email and task notifications are part of the process.

Task Notification

Task notifications to internal and external users (if desired) are provided to identify actions that need to occur or data that needs to be reviewed.

Tracking

Provides the ability to define and manage tracking plans with individual steps and assignments at each step including email and task notifications of steps requiring actions.

Dynamic Forms

Online applications and other data gathering forms can be defined and published for use by borrower applicants. Data elements are fully integrated with the system and attachments, workflow processing, configurable automated scoring, tracking, and notifications are defined and implemented by users.

Additional Attributes

Allows users to define additional fields for tracking and reporting.

Attachments

Any type of electronic document can be attached at various locations or EnABLE can be integrated with the State’s existing document management system.

User Portal

A fully integrated user portal is provided for borrower or other key user constituencies.

Standard and Ad Hoc Reporting

Permits extreme visibility into program data through pre-defined reports or user-defined, on-demand reports.

Document Generation and E-mail

The ability to generate documents and automatically email them is integrated and allows users to email correspondence or topical information from given processes or automatically when defined by a process or business rule.

EnABLE’s Modules

Security

Admin

Common

Contacts

Client Organization

Projects

Loans

Grants

Bonds

Inventory Tax

Guarantees

Investor Tax Credits

Funding Sources

Dynamic Forms

Financial Management

Program Management

EnABLE’s Totals

EnABLE’s Functionalities

EnABLE is an enterprise-class system of interlocking modules, interacting seamlessly to aggregate and automate all useful data to streamline your financial and program management business functions. EnABLE is a powerful end-to-end solution for agencies managing infrastructure finance, economic development, green banks, bond banks, clean water/drinking water, natural resources, treasury, and more.

Key Features

EnABLE’s robust software design offers an unparalleled method of client user configuration to support the unique needs of each client. With modules covering the full lifecycle of bond, loan, and grant management, EnABLE surpasses your needs and provides customization to fulfill your wish list.

MANAGE FUNDING SOURCES, LOANS, GRANTS, AND BONDS

EnABLE allows the organization, management, and processing of financial data to be clean and easy. Public sector organizations of all sizes can benefit from the configurable and customizable nature of the software, which supports your business and process management needs. Streamline your workflow, increase collaboration with borrowers and partners, track data and quickly create reports, and enjoy the versatile nature of EnABLE’s interface. With user portals for key contributors, a safe and easy-to-use online environment, and self-service tools - your data can be easily accessed by any stakeholder.

Don’t get lost in tracking your funding sources, loans, grants, and bonds. Organize your records, connect them with funding sources, create and manage debt schedules, accept payments, track interest and refunding, stick to budgets, track activities, and more all in one convenient location. EnABLE software is configured to each client during the implementation process, creating endless possibilities for your organization.

FLEXIBLE PLATFORM AND ONGOING SUPPORT

Although EnABLE software is ready to use off-the-shelf, it was designed to provide an unprecedented amount of user configuration to support the unique needs of each client, while still maintaining the ability to be updated through periodic software releases. We understand that your organization has unique process and management needs. During implementation, the EnABLE team can help you customize your software to meet your needs. From dynamic forms to custom workflows—we’ve got you covered.

As your business grows and changes, so can EnABLE. Ongoing support and upgrades ensure smooth operations and alignment with industry changes. We take the time to teach your staff how to independently use our software to increase the timeliness and ease of changes to your business. However, we’re just a phone call away if you have questions.

STREAMLINED DATA AND PROCESSES

Funding sources, bonds, loans, grants, applications, borrowers and project information are integrated within a single SQL relational database that eliminates risks to data and allows organizations to perform integrated reporting across all sources, uses, and programs. Keep all of your borrower data stored in a single location, including address, contact, financials, and general demographic information. EnABLE provides a comprehensive set of tools and processes to manage all aspects of debt transactions, disbursements, repayments, funds balancing, transfers, and reporting related to financial activities.

Compliance tracking is easy with deadlines, payments, and budgets identified and automatically tracked to ensure that all terms are met through the software. Email and task notifications can be configured to automatically generate by the system, given your set of parameters. This cuts down on the processing time for your team and ensures clear and direct communication to your borrowers and partners on your schedule.

ACCESSIBILITY AND CONVENIENCE

When using EnABLE, all information is easily accessed by any stakeholder through an intuitive web-based environment that provides data visibility, partner and borrower portals, and standard and ad hoc reports. By utilizing web-based collaboration and workflow technologies, we can provide consistent and effective communication with stakeholders and enable paperless processing for activities such as applications, compliance monitoring, and reporting. We are also able to integrate with existing and future enterprise systems you may need to incorporate for your organization.

With self-service capability, your borrowers can complete and submit applications online, access statements and reports, and submit draw requests and compliance information. All of this can be completed through user portals with pre-defined access options. That is, you can tell EnABLE who you would like in the external portal for borrowers and business partners and what you would like them to have access to.

SECURITY FEATURES

EnABLE provides a robust security framework that wraps around the integrated database to control what users can see and which functions are available. This facilitates web-based integration providing important access to operational information by any stakeholder that has an internet browser and login credentials. All data additions and changes are tracked and can be monitored and reported on through a full audit history for your system.

Each stakeholder’s login allows for security settings which provide them with access to as much or as little data as is required. You may also assign users to groups for task assignments, automated workflows, and for automated approval workflows. For example, borrower users may input their own applications; obtain account statements, audit letters and loan amortization schedules; submit draw requests; upload compliance information; or manage contact information.

COMMUNICATION FEATURES

With all of your contacts and data in one place, it makes sense to be able to communicate through EnABLE’s platform as well. The built in customer relationship manager (CRM) can manage all contacts, events, and activities for borrowers, projects, or individual loans or grants. A common module in EnABLE records all the ways of contacting an individual, including multiple addresses, phone numbers, and other contact methods and notes.

You can also create documents and build e-mails within EnABLE. The CRM allows users to email topical information from given processes or automatically when defined by a process or business rule. The automated email generation and task notification keeps stakeholders and your team well informed.

PROJECT MANAGEMENT

With many moving parts to the financial management process, project management tools are important to the success of your business. With EnABLE, we incorporated such tools into the software to help you stay organized. Create and maintain templates for checklists and tracking plans. Define and maintain when tasks or emails should be automatically generated based on activity or inactivity associated with system records. Invoice, notify, track timeframes, and periodically gather data automatically based on criteria you set.

Beyond the process, the organization of the projects themselves can be complicated. With funding sources that feed into multiple projects, projects with multiple loans or grants, or borrowers with multiple awards it can quickly become overwhelming. With EnABLE, projects can be grouped together to keep track of the relationship between records, helping keep your data organized and useful.

Unique Benefits

Thanks to EnABLE’s proven functionality, distinctive architecture, and personalized implementation approach, an array of benefits are delivered to clients: from integration with current systems to support for future initiatives, programs, and partnerships.

With every implementation of EnABLE, we learn a bit more about our clients, their needs, and what we can do to help. Each customization to the off-the-shelf EnABLE product is made to fit the needs of our clients, but can benefit our product as a whole. We take pride in the fact that our product is highly influenced by our client's needs and configured to their needs as part of our implementation process. This unique business model opens doors for TechPG and the EnABLE team to continue to grow, learn, and think outside the box with every purchase. In the end, it creates extraordinary benefits for you!

MADE FOR YOU – We know your organization is unique and complex

Configurable, customizable software

TechPG understands the complexities of managing a financial system. Balancing constantly changing federal, state and local reporting and processing requirements with the need to record and process information—while at the same time keeping data current and easily accessible—has been historically difficult and requires a large investment in manpower But with EnABLE’s configurable, customizable interface that accommodates organizations of all sizes and complexities, your users can define parameters and processing to meet your unique needs.

Scalable

During implementation, EnABLE is configured to fit your needs. However, we understand that your needs may change as your business evolves. Thin client access to EnABLE’s architecture means that users can be added and subtracted with little or no change to the infrastructure. And EnABLE’s license fees do not count total number of users to determine cost, so fees remain consistent throughout the software’s lifecycle.

COST SAVING – EnABLE’S flexibility and configurability can save costs

Fixed support costs

Unlike custom developed solutions that may incur additional programming and customization costs as years progress, EnABLE’s COTS support services come at a fixed price. This guarantees you great support while simultaneously securing your bottom line operating costs. In addition, many issues that would usually require support can now be handled within the system thanks to the flexibility and configurability of EnABLE.

Labor Reduction

The implementation of a standardized, module-based system with online data entry validation reduces your need for labor-intensive manual data reviews and corrections to your bond, loan, and grant data. Automated system processes and ease of data access also reduces your overall labor costs. These soft-dollar cost savings will drive your ROI during the course of implementation and throughout the lifecycle of the product.

Hardware Savings

Since EnABLE is a web-based application, the entire system resides on a web server and data base server. This means that only two servers must be maintained and supported for the entire bond, loan, and grant software solution. To access the system, users simply need computers with web browsers and connections to the web server. This greatly reduces desktop workstation costs and eliminates the need for thick client software installation and maintenance.

Training Savings

Your staff can be trained on EnABLE in one day thanks to its standardized user interface and the implementation of your organization’s style sheet. EnABLE is easily understood and accepted by users which increases system adoption rates and decreases costs associated with delayed implementations or underutilized systems.

USER EXPERIENCE – Access and security that meet your project needs

Easier Access for Approved Users

Quickly accessing your program’s data and information can often be a challenge – a limited number of staff create and maintain your complex spreadsheets and calculate balances. EnABLE’s web-based interface allows easy access for all users. EnABLE provides advanced searching abilities and once the desired information is found, related data is one click away. Navigation within the data is simplified through the use of pop-up screens and screen tabs. Role-based security makes it easy to control user access and give your users only the rights required to perform their duties. The system can even be customized to work with your existing network security to support automatic login and speed access times.

Increased Accountability

Comprehensive data security is at your fingertips with EnABLE. The system tracks and logs all initial data entry and data updates or changes using security date and timestamps and user ID records. For financial activities, each action is tracked through a unique transaction that contains all the data needed to report and track on the financial activity. The system also supports a history of data elements as they change so that research or reporting can be performed at a later date.

Standardized Data Access

Access to all data within EnABLE is consistent and straightforward. Once you understand the basic navigation and data maintenance of one EnABLE module, the entire system is easy to access. This allows data to be entered quickly, accurately, and only one time—even if it relates to multiple functions.

DATA CONTROL – Increase accuracy and simplify reporting of data

Prevents error and standardizes processes

Error checking and correction is a costly process that can consume large amounts of labor and capital. EnABLE’s standardized data entry platform reduces the number of errors in data entry. Through the use of user-maintained drop-down lists and type-ahead functionality, the system standardizes and simplifies data entry. These controls ensure reliability and improved confidence in your financial program’s data, processing and reporting.

Increases visibility and transparency

Solid decision-making relies on having the right data at the right time. EnABLE supports reporting though pre-defined system generated reports that are configurable through user-entered parameters and ad-hoc reporting. All reports can be viewed as PDF files or saved as Excel spreadsheets. These reporting methods allow easy, timely, reliable, concise access to your financial program’s data.

Product Details

When agencies purchase EnABLE, they are buying a recognized product with a support team that goes above and beyond to implement a system that meets their unique needs. Schedule a demo today to learn more about EnABLE product details, implementation plan, and support services.

TECHNICAL ARCHITECTURE OF ENABLE

Microsoft SQL Server 2012 or later on dedicated or shared server
.Net 4.0 web environment with IIS on dedicated or shared server
Client access via standard browsers
All security internal to application other than SQL user-id for database access

HOSTING OPTIONS

Agency can host EnABLE in its own data center or EnABLE can be hosted through TechPG with:

Server monitored 24/7
Offsite storage for disaster recovery
Redundant system maintained at second site - fail-over accomplished in 2 seconds in a disaster event
Virtual servers allow for on-demand scalability for storage, memory, processors and bandwidth

IMPLEMENTATION PROCESSES

Overall process

TechPG utilizes a structured project management methodology based on PMBOK standards
Implementation follows a proven process to ensure that all users needs are identified and delivered
Multiple reviews and check points are applied through the project
Bi-weekly status meetings are held with client's leadership team to keep the project moving forward
All deliverables go through a multi-step review and approval process

Phases of Implementation

Project initiation and management
Business process analysis
Requirements validation and configuration definition
Data conversion
Software configuration, development, and testing
Training
Acceptance testing
Go live
Post-implementation support

EnABLE is a Future Proofed Solution

EnABLE has been developed using a technology that ensures that it will never become outdated and can operate in any technical environment. The EnABLE data structures, logic and functionality are maintained in a knowledge base that is used to generate the EnABLE environment.

To date, the primary implemented version is a web-based .Net environment supporting a SQL Server database; however, EnABLE can also be implemented as either a mobile app/smart device, web or Windows solution, or a mixture of each.

EnABLE can be implemented using more than a dozen of the major data base environments and can even generate legacy Cobol and RPG versions, if necessary.

As new User Interface (UI) controls or features are introduced into the marketplace or new technical environments become available, these can be instantly implemented by regenerating EnABLE using a new generator.

The system implements the HTML5 API’s for full multimedia support and CSS3 style sheets, which are the most recent web standards and ensures that the system will operate the same for all browsers.

EnABLE is a versatile, robust, and proven software solution with extraordinary depth and richness.

The best way to understand its capabilities and how it can help your agency is to schedule a demo or get in touch. Let’s discuss designing an EnABLE solution - or an off-the-shelf deployment - for your agency or organization, based on your requirements.

Schedule a DEMO

EnABLE’s possibilities are endless. The TechPG team is unmatched in its efforts to exceed our clients’ needs.

Jack EakinsChief Technology Officer

EnABLE ™

EnABLE’s possibilities are Unmatched Endless Proven

EnABLE’s Features At A Glance

Integrated SQL Database

Security

Workflow

Financial Processing

Borrower Data

Customer Relationship Management

Compliance Tracking

Task Notification

Tracking

Dynamic Forms

Additional Attributes

Attachments

User Portal

Standard and Ad Hoc Reporting

Document Generation and E-mail

EnABLE’s Modules

Security

Admin

Common

Contacts

Client Organization

Projects

Loans

Grants

Bonds

Inventory Tax

Guarantees

Investor Tax Credits

Funding Sources

Dynamic Forms

Financial Management

Program Management

EnABLE’s Totals

EnABLE’s Functionalities

Key Features

Unique Benefits

Configurable, customizable software

Scalable

Fixed support costs

Labor Reduction

Hardware Savings

Training Savings

Easier Access for Approved Users

Increased Accountability

Standardized Data Access

Prevents error and standardizes processes

Increases visibility and transparency

Product Details

Overall process

Phases of Implementation

EnABLE is a Future Proofed Solution

EnABLE is a versatile, robust, and proven software solution with extraordinary depth and richness.

EnABLE’s possibilities are endless. The TechPG team is unmatched in its efforts to exceed our clients’ needs.

EnABLE^™