System for a consulting company in larger firms

During system development, we identified several key areas that needed to be implemented to ensure a functional and user-friendly solution:

• Advanced filtering in reports

The system needed reports with filtering options according to important parameters, such as months, responsible persons or type of business opportunity.

• Structured data outputs

Requirement for transparent data sources with overview of the origin of individual charts and their source datasets.

• Export interface for customers

Need to create structured outputs to PDF and XML that would meet the requirements of external systems and customers.

• Consistent business proposal templates

Requirement for a unified proposal system with standardized structure and visual appearance for professional presentation to clients.

• Integration with Vario accounting system

Need to develop robust import with data integrity control and user validation.

• Intuitive login system

Requirement for simple login process including integration with Microsoft accounts.

The approach was based on analysis and complete system development focused on parts that affect the daily work of the sales team.

Reporting with filtering

• Development of overviews allowing display of revenue by user and by months

• Implementation of filters for sorting records by specific person or period

Export interface

• Development of export formats to PDF and XML structures for customers

• Creation of outputs corresponding to specific customer requirements with required layouts and elements

Proposal templates

• Design and implementation of templates to unify the appearance and structure of business proposals

• Separation of header and body of document for print formatting and translation Import from Vario

• Development of complete import module with integrity control and notifications

The project delivered a complete ERP system optimized for business reporting and data preparation for collaboration with partners. All key functionalities and tools that the sales team uses in daily work were developed.

Benefits

• Clear reports with filtering options by user and period
  The sales team has access to data that can be easily customized – for example by specific person, type of opportunity or time range.
• Instant outputs to PDF and XML without the need for manual interventions
  All outputs can be exported in structured form without the need for subsequent manual editing, which saves time and increases accuracy.
• Unified business proposals in standardized format ready for printing
  Proposals have uniform structure, clear appearance and are ready for direct sending or printing.
• Export formats adapted to customer ERP system specifications
  Outputs from the system can be loaded into customer systems without problems, which facilitates B2B collaboration.
• Implementation of export formats for collaboration with large customers
  The system is technically prepared for data exchange with partners who require outputs in specific formats.

The owner of a company that provides services in digitization and industrial automation was looking for a way to create a connected ERP system corresponding to the specific needs of his company. He needed to develop comprehensive reporting, a proposal management system and outputs that would be readable not only internally, but also for partners.