With this feature, you get an out-of-the-box structure for analyzing key measures – for sales, projects, and HR. You don’t have to build a folder and structure from scratch. Instead, you get a pre-defined “root folder” that bundles revenue, fee/write-offs and HR reports for quick insight. This allows you to use relevant data quickly and make profound decisions.
How it works
This feature provides a structured and ready-to-use collection of reports that are grouped together in a special root folder in your Business Intelligence (BI) space.
Automatic folder creation
When importing the configuration files, Vertec automatically creates a new root folder titled “Controlling and BI”. This serves as a superordinate structure for the contained evaluations.
Predefined subfolders
The root folder contains three logically structured subfolders, each containing topic-specific evaluations:
Turnover
Includes BI measures on revenue trends and distributions
Visualizations show sales by project, customer or over defined periods of time
Supports the identification of revenue trends and potentials
Fees and write-offs
Shows comparisons of fees charged, outstanding amounts and write-offs
Charts in the form of line or bar graphs facilitate analysis
The aim is to evaluate the financial performance of the project
HR (Human Resources)
Provides information on employee productivity
Includes key measures for working hours, standard hours, overtime balances and headcount
Supports controlling in the area of human resources and resource deployment planning
Database and updates
BI data is automatically updated on a regular basis. By default, the data is calculated via a nightly background process. Alternatively, users can trigger the update process manually to get most recent data when needed.
Access control
To secure the sensitive evaluations, the user group “Folder access controlling and BI” is used. Only members of this group can see the root folder and access the data it contains.
Vertec brings all the features for a structured management of a customer database. However, the business software for service providers can manage much more than contact details and customer addresses: Maintain customer relationships and appointments, create offers that are closely linked to your project planning and use sales pipelines to increase your sales. With full text search, content stored in Vertec, including emails, can be searched by any authorized person. A complete overview is available on the feature page.
From service and expense recording to post-calculation, costing and controlling: With Vertec you are optimally positioned as a project- or mandate-oriented service company. With the Business Intelligence module, you can even visualize data directly in the Vertec interface.
Many consulting companies do not get the whole picture. This is means, there is no quick access to valuable information such as:
What is the status of my projects? Who worked on which project for how many hours? Did all employees record their time correctly? If irregularities occur, following processes such as billing and controlling may be delayed.
The problem spreads further. How much project budget is still available? Which ones of the ongoing projects are actually the most profitable? Will there be enough human resources available in the near future to accept more projects?
Keep an overview with lean controlling
Vertec lights up the dark and offers you clear and easy to understand project controlling that answers the questions mentioned and even others quickly. At the touch of a button, all the KPIs become available. With Vertec being an integrated CRM and ERP system, fees, costs, contribution margins and much more can clearly be visualized.
