We are a thriving provider of complete solutions for a specific customer base and are looking for tailored business software in the financial sector (planning, evaluation, monitoring) for our needs in the areas of finance, business development, and sales.
The software we are looking for should meet the following requirements:
- Design requirements (visualizations)
- Display of data
- on dashboards
- in diagram form (including composite diagrams)
- in portfolio views (as tables or matrices)
- on maps (e.g., customers by postal code area -> sales)
- Cross tables
- Traffic light status
- Functional requirements
- Possibility of drill-down at various levels
- Customizable user interfaces without extensive technical changes
- Possibility of needs-based navigation, including changing dimensions
- Time series intelligence, timeline filters in reports
- Creation of scenarios (including with the help of statistical methods)
- With statistical projections
- Fixing of planned vs. actual
- Enable sales planning
- Forecast sales planning for the quarter
- Enable economic planning
- Option for key users to create reports themselves
- Sharing of reports in other programs/integration of iFrame
- Alternative web link to the explicit worksheet
- Technical requirements
- General
- Reports directly for users in the tool; users should be able to call up reports in the system
- Dashboards and cockpits, tables more in drill-down format
- Sales
- Customer and prospect analyses (ABC, actual sales, order backlog, offer forecast, leads)
- Order
- Evaluation of maintenance data according to various criteria
- Plan/actual evaluations (target achievement plan, forecast)
- Discount
- Services
- Sales according to various dimensions
- Dates according to various dimensions
- Capacity
- Plan/actual evaluations (target achievement plan, forecast)
- Product
- Product analyses (ABC, actual sales, order backlog, sales forecast, leads)
- Prospective - profitability analyses for each product (DB calculation) including costs of external partners.
- Potential
- Adherence to deadlines/time2market
- Support (ticket receipt, processing time, etc.)
- Finance - profitability
- Cost/performance accounting (monthly financial statements)
- Workflow Business planning with notification functions
- Plan P&L / balance sheet
- Financial plan
- On premises preferred
- Expandable
Approximately 30 software workstations are planned. Work is carried out in an MS Windows system landscape.