Case-Based Management

Efficiently manage your customer projects and track your profitability in real time.

Optimize Your Business Management

Axelor’s integrated job management system allows you to centralize all of your customer project data for optimal monitoring. Immediately view the progress, schedules, time spent, costs and invoicing of your projects.

Control All Your Projects With a Day-to-Day Management Thanks to :

The creation of updated schedules
monitoring of time spent and profitability
customization of your dashboards

Easily Plan Your Projects

Break down your projects into phases, quickly create new tasks with an unlimited hierarchical structure, indicate the priority level and assign them to your teams according to their availability. You can also optimize the breakdown according to the skills of each of your employees thanks to the information entered in the HR application.

Easily adapt your management to meet all situations. Are you already using a project management method? Axelor will be able to integrate your project management workflows, which can be fully customized thanks to the integrated BPM.

Visualize the Planning of Your Business and the Workload of Your Teams

The planning of your tasks and resources, managed directly from the application, is facilitated by the Gantt views integrated in the application. Optimize your performance by easily viewing your collaborators’ workload plan in order to anticipate their availability on customer projects thanks to agile methods and Kanban views.

Why Manage Your Business by Case Management?

The business management software is intended for companies managing customer projects and which need to follow the progress, the time spent compared to the planned time, the turnover, the various costs incurred, with the aim of calculating the profitability of the business and a precise financial follow-up.

Case management can be adapted to service companies managing customer projects on a fixed-price basis or on a contract basis (IT projects, consulting services, site monitoring, etc.), as well as to industrial companies manufacturing complex custom-made products.

The advantage of case management in an industrial context is to allow the planning and the follow-up of the time spent by the research department, the purchases made and the subcontracting, as well as the real costs of manufacture.

Follow the Progress of All Your Projects With Precision

The business management software allows you to accurately monitor each phase of a project, task, to know in real time the progress, to visualize the time spent and to immediately detect possible delays or blockages.
Thanks to the timesheet management, follow the time spent on your projects, and automatically calculate the costs generated by your projects to analyze their profitability.

Easily Invoice Your Business and Calculate Profitability

Automated Invoicing

Fixed-price or time-based invoicing, re-invoicing of purchases or travel expenses to the client, invoicing on account or on a schedule: the invoicing of your business and all the elements related to it is fully automated.

Monitor Profitability

You can view the expenses incurred, the costs and the time spent and to come on each of your businesses and compare them with the planned costs and times. Access a complete overview of the profitability of your business and the margins achieved.

Track Purchases and Subcontracting

Axelor allows you to link your supplier orders to your business. Thus, you can manage your budget in real time. You can also easily re-invoice your customers and all information is centralized.

Document Flow Management

With our integrated EDM, you can store and classify your documents for easy retrieval. You can also define user profiles to secure access to your documents.

Our certified electronic signature plug-in allows you to have your documents signed electronically and securely. And you can set up workflow approvals in just a few steps.

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