Business Processes – Digitizing with the ERP Software projectfacts

Designing Business Workflows Efficiently with projectfacts

Which employee should handle project / order XY? Is the employee even available, how much vacation time does he still have? Have we already recorded and billed the hours from last month? What other contacts / activities are currently running with this customer? What is the contribution margin from the last project?

Questions like these are part of everyday business life, particularly for management consultancies, agencies, system houses, and IT service providers. They consume a great deal of time and therefore money as well. In the service sector, the largest cost block usually consists of personnel costs, which need to be managed clearly. At the same time, the time-related aspects of a project are synonymous with the perceived quality of a service provider and therefore with their performance capability.

At the project management conference on 24 September 2014 in Switzerland, Managing Director Thorsten Lenk will speak about this topic and report on his experience in optimising the processes of various companies using the web-based business software projectfacts.

Practical demonstrations will show, for example, how a project is created from an enquiry, or why no hours can be forgotten in a billing run.

The focus will be placed on the following business processes in detail:

• Acquisition: From quote to order without time-consuming duplicate data entry
• Project management: Plan and coordinate project workflows clearly and simply, including staff planning and direct time reporting by employees
• Billing and receivables management: Write invoices efficiently and track incoming payments transparently.
• Personnel management: Record and process sick leave notifications, vacation requests, overtime, and travel expenses directly and conveniently.
• Support requests: Set up and support helpdesk operations simply with convenient features.

You are welcome to get an insight into how process optimisation with projectfacts works through an initial conversation with one of our projectfacts consultants.