Software > IT projects > Craft business seeks business solution (project management)

Craft business seeks business solution (project management)

IT project from: craft business (Germany)Project no. 23/3033: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a craft business specializing in the planning and installation of photovoltaic systems and are looking for a business solution, an “all-in-one” program for our industry-specific requirements. The focus should be on project management.

Therefore, the software we are looking for should include the following features, among others:

  • CRM
  • Customer management
    • Telephone acquisition
    • Customer visits, on-site appointments
  • Project management, including
    • Project planning and project execution
    • Pre- and post-calculation of projects
  • Supplier management
  • Subcontractor management
  • Scheduling
  • Installation
  • Invoicing
  • Dunning
  • Open item management
  • Purchasing
  • Inventory
  • Time recording
  • Scheduling and tracking
  • Documentation
  • Management of photos, images, drawings
  • Support for mobile devices (iOS, Android)
  • Complaint handling
  • Resource management
  • Evaluation options and information for management (planning, lists)
  • Notes, reports
  • Operational accounting
  • Runs on MS Windows
  • DATEV compatibility
  • Local installation or web-based

Approximately nine software workstations are planned for the office and six for mobile teams—most with full access, some licenses with restricted rights.

Based on the specific requirements, the following solutions can be considered:

TOPIX ERP
Sage 100
Projektron BCS - Web-based project management software

Project statistics

Quantity
Researched solutions 30
Selected potentially relevant solutions (of which published) 17 (4)
Sent e-mails (questions, queries) and telephone calls 64
E-mails received from vendors 18
Direct responses to the IT project 4
Responses classified as relevant 12