Software > IT projects > Investment advisory firm seeks controlling software

Investment advisory firm seeks controlling software

IT project from: investment advisory firm (Germany)Project no. 18/1338: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a global investment consulting firm with international locations and are looking for controlling software for our company. At the moment, we expect to need the controlling software at eight locations. It is primarily important to us that our affiliated companies enter their controlling data into the program themselves and that we at headquarters can view and evaluate the controlling data. We do not currently have any controlling software and have been working with Excel spreadsheets up to now.

The software should meet the following requirements:

  • Reporting
  • Actual sales plan
  • Actual business plan
  • Personnel costs
  • Sales details
  • Cash flow
  • Multilingual
  • Global usability
  • Ideally a web-based solution, with the server located in Germany or the EU

Eight software workstations are planned.

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

Software / Company Customizing OS
Corporate Planner
 
 
 
 
 
 
 
 
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