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Service provider seeks ERP system

IT project from: service provider (Germany)Project no. 18/1368: finished
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Ihr Ansprechpartner für diese Recherche
Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We are a management consultancy in the real estate industry with software products and are looking for an ERP system. An interface to our CRM system is desirable, but not essential. We may also switch our CRM system if we find a convincing integrated system.

We have the following requirements for the software:

  • Sales
    • Quotes
    • Addenda
    • Sales management (if necessary, still in the existing CRM)
  • Financial accounting
    • Orders
    • Accounting
    • Accounts receivable
    • Accounts payable
    • Online banking interface
    • Optional: Tax office interface (DATEV, DTAUS, or similar)
    • Supports the principles for the proper management and storage of books, records, and documents in electronic form
  • Financial planning
    • Liquidity planning
    • Targets
    • Optional: Hourly rate calculation with historical or planned values
    • Optional: Expense values at project or sub-project level with historical or planned values
  • Optional: Balance sheet planning
  • Personnel management
    • Create employees
    • Record hours
    • Settle travel expenses
    • Maintain working time accounts
  • Project management
    • Create project
    • Schedule
    • Capacity planning
    • Adjustments (time shifts, changes in scope of services)
  • Controlling
    • Forecasts Project results
    • Profit forecast P&L
    • Liquidity
    • Turnover
    • Invoicing rate
    • Overhead factor
    • Budget monitoring
    • Employee utilization
    • Personnel
  • Freely configurable user and rights management
  • Modular structure desirable
  • Mention of reference projects desirable

Approximately 25 software workstations are planned to work with the functionalities, a total of approximately 50 for time recording.

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

Software / Company Customizing OS
PROJEKTA
 
 
 
 
 
 
 
 
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