As part of our work as an external management company, we are looking for an ERP or project management tool for a company in the plant engineering sector. We are looking for a web or internet application that is suitable for all browsers and has an open and documented web API. As a first step, we are conducting market research to find out whether there are any tools that largely meet our requirements.
We have compiled the following requirements in a fact sheet:
ERP:
- Quotation, creation, article management - must have
- Orders, own subcontracts - must have
- Invoicing, outgoing invoices, incoming invoices, e-invoicing - must have
- Accounting, balance sheet - nice to have
- Orders (purchase requisitions) – must have
- Warehousing – nice to have
- Budgeting – nice to have
- Cost accounting – nice to have
- Payment transactions, bank – nice to have
- Purchasing (supplier management) – must have
- Sales (CRM)
- Activity management (tasks, phone directory, etc.) – nice to have
- Save payment plans (CF, invoicing) - must have
- Contract management, CRM, DMS - must have
- HR: Time tracking, vacation, sick leave, duty rosters, company calendar, payroll accounting - must have
Project management:
- Project overview, different levels, subprojects, phase display, tasks (project reporting) - must have
- Project budgeting, payment plans - must have
- Resource management, simulation of target projects - must have
- Project costs target/actual - must have
- Work packages - must have
- Performance recording and performance review (hours) - must have
- Target/actual comparisons - must have
- External partners, work packages, general performance recording - must have
- Project teams, organizational chart - must have
- Work slips confirmed by the customer - must have
- Project controlling, post-calculation - must have
General functions:
- CRM tool
- Interfaces (inventory management, DMS, supplier management, etc.) - must have
- Interface to Teams - nice to have
- User-defined workflows - must have
- Mobile application - must have
- Service module - nice to have
- Master data
Technical specifications:
- Web application - all browsers
- Internet application
- Open and documented web API
Up to 220 software workstations are required.