Project Management
Effective project management ensures that resources are allocated efficiently, deadlines are met, and costs are controlled. With an ERP system, businesses can track every aspect of their projects, from planning and task allocation to billing and performance evaluation.
- Project Billing: Automate billing based on milestones, time, or fixed-price agreements to ensure accurate and timely invoicing.
- Time and Expense Tracking: Track employee hours and project-related expenses to keep budgets under control and improve cost forecasting.
- Resource Management: Allocate resources (personnel, equipment, etc.) efficiently to ensure that all project tasks are completed on time.
- Budgeting: Set budgets for projects and track spending to ensure that you stay within financial limits.
- Project Tasks: Break projects into tasks and assign them to team members to ensure organized project execution.
- Gantt Charts: Visualize project timelines with Gantt charts for better project tracking and milestone management.
- Milestones: Set key milestones within the project timeline to monitor progress and ensure on-time delivery.
- Project Status and Dashboard: Use a dashboard to monitor project status in real time, providing clear visibility into key metrics.
- Accurate Cost Estimation: Ensure accurate cost estimates and forecasts by analyzing project data and historical performance.
- Project Setup and Billing: Automate project setup and integrate billing processes with project milestones and timelines.
- Forecasting Project Billings: Predict future billings based on current project status, helping improve cash flow management.
Customer Support and Service
Customer support is essential for enhancing client satisfaction and maintaining long-term relationships. With ERP systems, businesses can streamline case management, enhance service delivery, and improve customer experience.
- Case Assignment: Automatically assign customer support cases to the appropriate agents based on priority or expertise.
- Case Capture from Web Site: Capture customer support requests directly from your website and integrate them into your support system.
- Auto-Escalation and Notification: Automatically escalate cases that are not addressed within the set timeframes and send notifications to relevant stakeholders.
- E-mail Capture and Intelligent Routing: Capture customer emails and route them intelligently to the right support team or agent.
- Case Tracking by Products and Services: Track customer issues based on the specific products or services they relate to, improving issue resolution time.
- Knowledge Base: Provide customers with access to a comprehensive self-service knowledge base to resolve common issues quickly.
- Online Customer Center (Self-Service): Allow customers to submit support requests, track case statuses, and access resources through a self-service portal.
- Billable Time Tracking by Case: Track billable time spent on customer service cases to streamline invoicing and ensure accurate billing.
- Ticketing Helpdesk: Manage and track support tickets from start to resolution, improving customer service efficiency.
- Appointments: Schedule and manage customer appointments directly within your ERP system, integrating with customer support workflows.
