ERP
Business Project Management: Effectively Manage your Customer Projects and Track your Profitability in Real Time
Contents
What is business project management software?
Business project management software is designed for companies managing customer projects and needing to track progress, time spent vs. time planned, sales achieved, and various costs incurred. The ultimate aim is to assess the profitability of each project and provide detailed financial monitoring.
Business project management software enables companies to better manage costs, maximize profits, and ensure that the tasks assigned to each person are delivered on time.
What types of sectors are concerned by business project management?
Business project management is just as well suited to service companies managing customer projects on a fixed-price or time-and-a-half basis (IT projects, consultancy services, site supervision, etc.), as it is to industrial companies manufacturing complex custom-made products.
What are the stakes of business project management software?
By centralizing the majority of your most critical operational and financial processes, software enables you to deal with unforeseen situations that can have a negative impact on your project schedule.
Meeting your company's needs and managing possible unforeseen events is the major challenge of business project management software.
What are the benefits of using business project management software for your company?
Business project management software offers many benefits for your company.
It enables you to monitor the progress of all your projects in great detail, so you can see in real time how things are progressing, view the time spent and immediately detect any delays or blockages.
Using the timesheet management feature, you can track the time spent on each project, enabling you to automatically calculate the costs incurred and analyze the profitability of each project. This gives you greater visibility, enabling you to make more informed decisions on business strategy, planning, and budgeting.
It also enables better management of project-related resources, such as employees, materials, and equipment.
Business project management software not only enables you to plan projects more efficiently, taking into account deadlines, tasks, and resources required. But it also enables precise monitoring of the progress of each action, enabling deadlines to be met and rapid adjustments to be made if necessary.
Using business project management software, teams can collaborate more easily by sharing information, tracking task progress and communicating in real time.
Thanks to increased process automation, companies benefit from a reduction in the administrative costs associated with project management.
Finally, business project management software enables precise tracking of revenues linked to each project or business, which is essential for invoicing and accounting. It also improves overall profitability.
These numerous advantages also mean a clear improvement in service quality for customers, thanks to more precise management of actions to be taken and regular communication on the progress of each task.
How to choose the right business project management ERP software?
Companies operating on a per-job model often manage complex projects, which is why the use of ERP software specially designed to meet the particular needs of their business sector is essential. The choice of ERP software and installation is crucial for any company to ensure optimal business project management and sustainable growth.
So here are a few criteria to consider when selecting from the various solutions available on the market:
Functionality:
The software must meet your company's specific needs in terms of project management, resource management, and cost tracking.
User interface:
The software must be easy to use for all company employees who will be using it.
Modularity:
The software must be able to adapt to your company's changing needs as it grows.
Security:
The software must offer adequate security measures to protect your company's data.
Why use Axelor ERP to facilitate your business project management?
Axelor ERP Cloud is a full-web solution available in cloud or on-premise mode, offering numerous advantages.
All the freedom of Open Source
With Open Source ERP software, you have access to the source code, so you retain control over the lifecycle of your ERP and business applications. Axelor’s ERP offers many advantages. It is fully customizable thanks to its No-code / Low-code platform, and its integrated BPM adapts quickly to your needs, without time-consuming and costly specific developments.
Optimize your business management
Thanks to Axelor’s integrated case management, you can centralize all your employee, business partner, and customer data in one place, enabling you to track their progress efficiently. You can instantly view project progress, schedules, time spent, costs, and invoicing.
Keep a close eye on all your projects with day-to-day management thanks to:
- Creating and updating schedules,
- Track time spent and profit made,
- Customized dashboards.
Plan your projects simply
With our solution, you can divide your projects into different phases, easily add new tasks using an unlimited tree structure, and indicate their priority level. You can also assign these tasks to your teams according to their availability, and optimize their breakdown according to the skills of each of your employees, thanks to the information entered in the HR application.
You can easily adapt your management method to suit any situation by using our business project management software. If you’re already using a project management method, our solution can be easily integrated with it, as the workflows in our job management system are fully customizable thanks to our integrated BPM system.
Visualize job planning and team workloads
The planning of your tasks and resources, managed directly from the application, is facilitated by the Gantt views integrated into the application. You can thus, optimize your performance by easily visualizing your collaborators’ workloads, enabling you to anticipate their availability using agile methods and Kanban views.
Automated invoicing
Our solution enables flexible, automated invoicing of your products or services to meet your specific needs. Whether you’re invoicing on a fixed-price or time-and-materials basis, rebilling purchases or travel expenses to the customer, or invoicing on account or by schedule, all the elements associated with your business are taken into account for complete, efficient management.
Profitability tracking
Our software enables you to track expenses incurred, costs and time spent and to be spent on each of your jobs in real time, and to compare them with planned costs and times. This gives you a complete picture of your business profitability and margins, enabling you to make informed decisions.
You can also design dashboards and reports to analyze HR indicators (activity rates, absences, etc.).
Traceability of purchasing and subcontracting
With Axelor, you can link supplier orders to your business, enabling you to manage your budget in real time and easily re-invoice your customers. All information is centralized for better management. This sharing of data between departments is essential for improved collaboration.
Document flow management
Axelor’s integrated Electronic Document Management (EDM) lets you store and classify your documents for easy retrieval. With the open source EDM software, you can also define user profiles to secure access to your documents.
What’s more, our certified electronic signature plug-in lets you securely sign your documents electronically. You can also set up validation workflows in just a few simple steps.
Optimize your case management thanks to all the built-in automations
Contact from CRM:
- SMTP connection and mail sending from the application
- Brevo connector
- CSV import
- Dedicated mobile applications and offline mode
- Responsive interface (smartphone/tablet)
Quote creation:
- Simplified creation in just a few clicks
- Management of profiles and ADR
- Quotation versioning management
- Send directly from the application
Axelor helps you manage your projects
Project start-up:
- Task lines are automatically transformed into tasks
- Assign a manager and a team (pre-registered or customized)
- Allocate project resources (materials, supplies, etc.)
Project management:
- Infinite task tree
- Staffing module and residual calculation
- Kanban / Gantt / List view
- Management by task or by job
Simplified invoicing follow-up
Invoicing:
- Expense claim integration
- Automatic invoicing when milestones are reached
- Payment by time spent or fixed price
- Automatic generation of timesheets
Accounting:
- Payment recognition and bank reconciliation
- Automatic or manual dunning of unpaid invoices
- Customizable dashboard
Take advantage of one of the most versatile ERPs on the market, adaptable to different business sectors:
Service
Keep close track of your human capital and efficiently manage your resources to boost productivity.
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Gain visibility over your value chains, reduce operational complexity, and improve customer satisfaction.
Learn morekeyboard_returnPublic Sector
At the service of users, the public sector plays an essential role in the cohesion, support, and development of resources and territories.
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Plan and manage your purchase and replenishment orders. Facilitate data exchange with suppliers and logistics service providers.
Learn morekeyboard_returnWith over thirty integrated applications:
HR management
Supply Chain
Globa Management
Financial Management
Collaborative work
Sales Management
Discover how our ERP can help you improve your company’s performance
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