nuestros_ser1

DELIVERABLE

 

CRM

Forecast Report

Quote Report

Projects

Project Management Report

General Project Monitoring Report (specific project)

PURCHASES

Purchase Order Report: Served, Half-Served

INVENTORIES

Inputs and Outputs Report, quantified at real cost

Stock Report

Inventory Adjustment

Report of Equipment in Stock or in SMS programs

Stock Programs Transfer Report

Shipment Request Report

nuestros_ser2

DELIVERABLE

 

ACCOUNTS RECEIVABLE

Client Balance Sheet Report

Collection Report

Invoicing Report

Balance Aging Report

Collected Invoices Report

ACCOUNT PAYABLE

Balance Aging Report

Payments Report

 

TREASURY

- NOTE: this module is delivered once the CORE is integrated

Income Report

Expenditure Report

Bank Balance Report

Bank Transfer Report

nuestros_ser3

DELIVERABLE

 

PROYECTS - C O R E

Project / Services Cost Report

Project / Services Progress Report

Expenses Report

Dashboard RDA

BUDGETS

NOTE: this module is delivered once the CORE is integrated

Budget Request Report

Budget Approval Report

Budget Report by area or department / execution

Budget Report by Amount

 

H.R.

NOTE: this module is delivered once the CORE is integrated

Employee Management

 

PRODUCTS

Product Catalogue Report

nuestros_ser4

DELIVERABLE

 

OPERATION ANALISIS

Staff training to reduce unwillingness to change

Elaboration of progress percentage program

Elaboration of standards and procedures

Creation of KPI's (they measure the level of project performance)

Possibility to check costs and invoicing by month

Entry of MOI to the projects according to defined method

STAFF ASSESSMENT

Creation of positions profile

Growth Path

Creation of new organizational structure and suggested organization charts

Technical support for the 8x5 Tool