GSI2 System Overview

Purpose: Environment access management

Overview: GSI2 organizes data in separate client environments, each with its own isolated database. The Live Clients section displays all client environments you have permission to access from your primary environment. This feature is particularly useful for service providers who manage multiple client accounts or organizations with subsidiaries.

Key Features:

• View available client environments
• Switch between authorized environments
• Manage cross-environment access permissions

Learn more in the dedicated article

Purpose: System configuration and reference data

Overview: Contains dynamic lookup tables and configuration data used throughout the system. These tables support dropdown menus, validation rules, and module-specific functionality.

Common Tables:

• Currencies: Supported currencies for financial calculations
• Countries: Geographic reference data
• Employee Types: Staff classification categories
• Roles: System access and permission definitions
• Custom Tables: Organization-specific reference data

Key Features:

• Centralized reference data management
• Dynamic option lists
• System-wide consistency
• Custom table creation
• Data validation support

Learn more in the dedicated articles:

General

• Roles
• Countries/Federations
• Regions
• GSI ID Coding
• Currencies

Companies

• Representative Types
• Company Types
• Supplier Types
• Legal Clients Activities Types
• Legal Entity Types
• Badge Terminals Codes

Individuals

• Individual Status
• Employee Types
• Gender
• Job Titles
• Cost Types
• NCLA Levels
• NCLA Qualifications

CRM Tables

• Social Networks
• Domain Names
• Task Status
• Task Types
• Task Priorities
• Attachment Types
• Sale Phase
• Setup Types
• Company Types
• Company Industries
• Lyfecicle

Ticketing

• Ticket Categories
• Ticket Subcategories
• Ticket Supports
• Ticket Assistence Locations
• Ticket Invoicing Types
• Ticket Priorities
• Ticket Task Priorities
• Ticket Types

Clients

• Client Activities
• Client Activity Tasks
• Correspondent Companies
• Correspondent Company Types

Staff

• Staff Activity Types
• Absences Types
• Anomaly Auto Processing
• National Holidays
• Company closures
• Travel Time Types
• Job Functions

Purpose: Master data management for organizational structure

Overview: The foundation of your GSI2 system, managing all organizational entities and their relationships. This hierarchical structure supports both simple and complex organizational models.

Structure:

• Companies (Essential): Client companies and business partners
• Individuals (Essential): All persons in the system with roles and permissions
• Business Units (Optional): Large organizational divisions
• Departments (Optional): Functional areas within business units
• Teams (Optional): Working groups within departments

Key Features:

• Hierarchical organization management
• Role-based access control
• Individual and company parameter settings
• Approval workflow configuration
• Default value management

Purpose: Advanced document management system

Overview: A sophisticated document management solution with intelligent features for organizing, securing, and tracking business documents. The system can automatically associate documents with relevant individuals and maintain detailed access controls.

Key Features:

• Automated document import and matching
• Granular permission management
• Notification system for document events
• Advanced search and categorization
• Version control and audit trails

Purpose: Customer relationship and lead management

Overview: Complete customer lifecycle management from initial lead generation through conversion and ongoing relationship maintenance. Integrates marketing campaigns with sales processes and client onboarding.

Sections:

• Companies: Client company profiles and relationship data
• Workflow: Sales process automation and task management
• Campaigns: Marketing campaign management and tracking
• Lifecycle: Lead progression and conversion tracking

Key Features:

• Lead capture and qualification
• Campaign ROI tracking
• Automated workflow processes
• Client conversion management
• Integration with Organization module

Purpose: Service delivery and contract management

Overview: Manages the operational aspects of client services, from initial agreements through service delivery and task completion. Connects contractual commitments with actual work execution.

Key Components:

• Service Agreements: Contractual service definitions and terms
• RFA (Request for Action): Service activation and execution requests
• Task Distribution: Internal staff assignment and external vendor delegation
• Service Tracking: Progress monitoring and completion verification

Key Features:

• Contract-to-delivery workflow
• Automated task generation
• Internal and external resource management
• Service level monitoring
• Client communication tracking

Purpose: Comprehensive workforce management

Overview: Complete staff management covering time tracking, attendance, activities, and payroll preparation. Supports complex organizational policies and automated approval workflows.

Sections:

• Active Clock In: Current active staff status
• Daily Summary: Consolidated daily attendance overview
• Clock In/Out Records: Detailed attendance logs
• Anomalies: Policy violations and exceptions requiring attention
• Staff Activities: Approved work activities and time allocation
• Absences: Leave management and tracking
• Calendar: Visual attendance and activity overview
• Reimbursements: Expense claims and approval workflow
• Import/Export: Data integration with external systems
• Time Shifts: Work schedule templates and policies
• Badge Codes: Physical access card management
• Work Shifts: Shift scheduling and planning

Key Features:

• Real-time attendance tracking
• Automated policy enforcement
• Exception management workflows
• Payroll system integration
• Flexible scheduling options
• Expense management

Purpose: Internal request and issue management

Overview: Facilitates internal communication and request handling through a structured ticketing system. Enables staff to submit, track, and manage various types of internal requests efficiently.

Key Features:

• Request creation and categorization
• Assignment and escalation workflows
• Status tracking and updates
• Internal collaboration tools
• Request history and analytics

Purpose: System-wide communication management

Overview: Centralized notification system that keeps users informed about important events and activities across all modules. Supports both email and push notifications with configurable triggers.

Key Features:

• Multi-channel notification delivery
• Event-based triggers
• Customizable notification preferences
• Delivery tracking and confirmation
• Integration with all system modules

Purpose: Personal dashboard and quick data overview

Overview: Your personalized command center featuring customizable widgets that display key information from across all enabled modules. MyGSI provides at-a-glance insights into your most important data, helping you stay informed about critical business metrics and activities.

Key Features:

• Customizable widget layout
• Real-time data from multiple modules
• Quick access to frequently used functions
• Personalized KPI tracking