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Management consultant seeks software for financial controlling for his clients

IT project from: management consultant (Germany)Project no. 20/2166: finished
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Ihr Ansprechpartner für diese Recherche
Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

I work as a management consultant for medical and dental practices and am looking for software for my clients' financial controlling.

I have the following requirements for the software:

  • P&L with planning and forecasting
  • Forecast
  • Liquidity planning
  • Balance sheet
  • Interfaces to tax advisor pre-systems such as DATEV, etc.
  • Module for personnel cost planning
  • Module for reports with Word integration
  • Client-compatible
  • Windows-compatible

Two software workstations are required.

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

Corporate Planner
Business Intelligence (BI)
OCT Integration
Controlling
INVEST for EXCEL
Controlling

Project statistics

Quantity
Researched solutions 22
Selected potentially relevant solutions (of which published) 12 (3)
Sent e-mails (questions, queries) and telephone calls 54
E-mails received from vendors 14
Direct responses to the IT project 1
Responses classified as relevant 9