The professional ERP solution for consultancy
The modular Vertec Consulting solution covers all needs for consulting companies in a single system. It affords you accurate and efficient time control, project management, invoicing and professional reporting as the seamless control of your customer relationships – from initial client contact through to project completion.
Vertec Consulting offers:
- Simple and precise entry of activities and expenses
- User friendly project management and control
- Clear Task and Activity Monitoring
- Practical automatic Document Management
- Seamless integration with Word, Outlook and Export to Excel
- Consistent customer database for CRM
- Efficient invoice processing with flexible options
- Detailed, customizable reports on projects, services and working hours
- Fast, accurate and complete visibility of project structures and benchmarking comparisons
With the intelligent system architecture, combined with our special file structures, Vertec Consulting provides a uniquely flexible solution. This allows your specific corporate structure to be accurately depicted; also your individual requirements can be quickly implemented without compromising quality or functionality. Depending upon the size and complexity of your organization, you can choose Standard or Expert.
Convenient Time Activity
The complete recording of all employee related costs and activities is the foundation for your business success. Vertec Consulting makes the process as simple as possible: you can set the hours manually or use the automatic timer function which collects the actual time and accrues it to the appropriate projects for each employee. For personnel who are frequently at the client sites, the optional iPhone application through Vertec’s mobile client web service is also available for their time entry.
Vertec Consulting allows you to charge your projects either on a lump sum or at cost plus basis simply and effectively. The software allows Vertec Consulting for manual invoice adjustments where required. These adjustments can cause differences which can be automatically distributed through the individual line items. The original data is retained for internal statistics.
Professional Service Specific CRM
Time entry and project management, integrated with CRM from Vertec, means that everything is project orientated. All resource elements, customer activities, documents, selling and project information are contained on one central platform. Additionally this integration allows you to see the long-term success of projects from a financial and marketing perspective.
Integrated Business Intelligence
This module introduces you to the Vertec benchmarking facility. This benchmarking is a completely integrated business intelligence solution designed to give you effective control of your business. Using Vertec’s sophisticated analysis suite, you tailor your own individual needs be it cost structures, profit margins for each specific activity - without complicated formulae.