Software > IT projects > Engineering firm seeks customer manager in connection with process/workflow management

Engineering firm seeks customer manager in connection with process/workflow management

IT project from: engineering firm (Germany)Project no. 25/3503, until: 11. NOV. 2025
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Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

As a small engineering firm in the field of environmental analysis, we are looking for customer management in conjunction with process/workflow management.

We would like to use this to map, manage, control, and summarize our small internal tasks for each project. All (pending) tasks should be clearly displayed on a dashboard.

The workflow should map all “microtasks” of a request (“phone list,” quote, order, individual sample processing steps, lab assignment, receipt of results, test report output) for processing. Report generation is currently still done using Word, Excel, or OpenOffice, but this can remain the same.

Five to nine software workstations are required.

The software should have the following functions.

Necessary:
Optional:
Future:

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

Projektron BCS - Web-based project management software
Findentity Office - DMS and CRM
ERP twyz.enterprise

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Project statistics (State 30.09.2025)

Quantity
Researched solutions 33
Selected potentially relevant solutions (of which published) 26 (7)
Sent e-mails (questions, queries) and telephone calls 76
E-mails received from vendors 19
Direct responses to the IT project 5
Responses classified as relevant 15