Software > IT projects > Management consultancy seeks industry solution (or ERP or invoicing)

Management consultancy seeks industry solution (or ERP or invoicing)

IT project from: management consultancy (Germany)Project no. 24/3311: finished
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We are a management consultancy in the project business and are looking for an industry solution (or ERP or invoicing) for our own needs.

The software we are looking for should meet the following requirements:

Must have:

  • Creation of outgoing invoices (accounts receivable)
    • Recording of billing-relevant services (time and material)
    • Display of order numbers (PO) on the invoice
    • Accrual data (invoice period)
    • Consultant name on the invoice
    • Decoupling of internal service recording <> billed services
    • Recording and billing of third-party services (freelance)
  • Master data
    • Project data (no project management)
    • Orders
    • Employee master
    • Person-based billing; not every billed consultant has an account
    • Customer master (company to contact 1 to x)
  • Reporting
    • Bonus calculation on invoiced net sales
    • Bonus calculation on margin for external services (freelance)
    • Billed consultant days per employee
  • Regulatory compliance (e.g., GDPR)
  • Windows OS compatibility
  • On-premises or cloud

Optional:

  • Sales pipeline (alternatively Pipedrive API)
    • Conversion of opportunities into orders
  • Processing of incoming invoices (accounts payable)
    • DATEV SST
  • Bank interface (EBICS) for accounts receivable management
  • Employee self-administration
    • Decentralized time tracking (app account)
    • Expense and meal allowance functionality
  • CRM functionalities
    • Mail client
  • BI functionalities
    • Sales statistics
    • Order reports (remaining order volume)

We explicitly do not require an accounting system; this is an exclusion criterion for us.

Three to four software workstations are planned, depending on functionality. We work with MS Windows systems.

The software should have the following functions.

Necessary:
Optional:

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

audius:Software & Consulting for IT, software and consulting companies
Inovepic GmbH
Odoo Enterprise
Projektron BCS - Web-based project management software

Project statistics

Quantity
Researched solutions 37
Selected potentially relevant solutions (of which published) 27 (7)
Sent e-mails (questions, queries) and telephone calls 66
E-mails received from vendors 15
Direct responses to the IT project 9
Responses classified as relevant 17

Contact the searcher:

The IT project has already been closed.

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