Software > IT projects > IT consulting company seeks CRM/ERP software

IT consulting company seeks CRM/ERP software

IT project from: IT consulting company (Germany)Project no. 16/662: finished

We are a consulting company serving a wide range of industries, including automotive, rail technology, electrical engineering, finance, e-commerce, and more. Our services specialize in IT and engineering. We are active in the areas of temporary employment, service contracts, work contracts, offshore, and personnel placement. For this purpose, we are looking for software with the following modules: applicants, employees, suppliers, inquiries, offers, customers, projects, invoicing, time tracking (nice to have) and the following requirements:

Applicant module

  • Entering personal data such as name, age, gender, place of residence, etc.
  • Uploading documents
  • Creating a candidate profile
  • Responding to inquiries
  • Changing the applicant status to employee upon joining the company
  • Recording the applicant's abilities and skills in the system
  • History entries for actions with applicants such as phone calls, emails, visits, etc.
  • Optional or nice to have: Reading applicant documents and automatically entering them into the system, recommendations for current inquiries

 

Employee module

  • Enter personnel data
  • Assign to project and customer when deployed
  • Upload documents
  • Offer on requests
  • Record and expand employee skills and abilities
  • Time
  • History entries for actions with employees
  • Utilization and sick days
  • Optional or nice to have: Time recording, status with or without project, sales listing

 

Suppliers (freelancers)

  • Entering personnel data for the company/freelancer
  • Uploading documents
  • Creating a candidate profile based on a predefined template
  • Responding to requests and assigning them to offers
  • Entering skills based on a predefined catalog
  • History entries for actions such as email, phone calls, visits, etc.
  • Optional or nice to have: Reading documents and automatic entry into the system, recommendation for current requests, assignment to project and customer when used, time tracking

 

Request module

  • Enter requests
  • Status of the request with open, won, lost, etc.
  • Assign applicants or employees to requests
  • Enter required skills and abilities
  • Budget, number or volume
  • Assign to a customer and contact person
  • Assign to the respective modules for offers and projects
  • Distinguish between ANÜ, DV, WV or PAV request forms
  • Transfer to the project module when the offer is accepted
  • Optional or nice to have: Automatic recommendation of candidates

 

Offer module

  • Define offer statuses as open, won, or lost
  • Assign customer and contact person
  • Assign applicants or employees
  • Distinguish between offer types: ANÜ, DV, WV, or PAV
  • Optional or nice to have: Calculate costs and define hourly rates according to factor rules

 

Project module

  • Assign project to customer
  • Assign employees or freelancers to projects
  • Contract term, hourly quota
  • Optional or nice to have: Project profitability

 

Time

  • User rights for personnel to enter times
  • Upload of documents by personnel
  • Approval of times and timesheets
  • Optional or nice to have: Daily access to entered hours for control purposes, display of capacity utilization, profitability overview

We need two licenses at the beginning and plan to purchase three more licenses within the next 12-24 months.

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

Project statistics

Quantity
Researched solutions 46
Selected potentially relevant solutions (of which published) 19 (1)
Sent e-mails (questions, queries) and telephone calls 103
E-mails received from vendors 22
Direct responses to the IT project 6
Responses classified as relevant 161

Contact the searcher:

The IT project has already been closed.

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