Brochure
SAP Business One for Project Management
Software for Project Driven Organisations
SAP Business One for Project Management SAP Business One for Project Management is the ideal choice for project driven companies. It enables project based coordination between project planning, materials, capacity and resource utilisation, ensuring that projects remain on time and within budget. SAP Business One for Project Management is a full function solution, offering CRM, logistics, job costing, accounting, project management, material & capacity planning, time registration, invoice schedules and much more. All delivered as a seamless product with a consistent user interface and one database. The benefits include shorter lead times, higher project margins, improved resource utilisation and… less stress!
Project Industries
Maritime Offshore Wind technology Lighting Audio Visual Special Electronics Medical Equipment Elevators & Moving Staircases Horticulturalist RFID Swimming Pools Machinery & Equipment Metal & Wood construction Prefab construction High-Tech and Electronics Service and Repair
Project driven organisations are some of the most complex to manage. The interdependency between customer requirements, design, purchasing, project management and resource planning is a major challenge for every project driven business and requires real-time access to a huge amount of project data. Integrated control and coordination of these business processes can dramatically improve operating margins, delivery times and utilisation levels, while minimising costly errors and overtime. Even today, most project businesses still employ non integrated systems that are a combination of spreadsheets, planning tools, extended accounting packages and paper. Conventional ERP software, even with heavy customisation, is not adequate. The MRP concept of a material driven standard production is in conflict with a project driven process. It is time for a solution without compromise. One that is fully compliant with the unique process of project driven companies.
“I now have the data I need to do my job best. You cannot put a price tag on the value of timely, accurate business information. SAP Business One for Project Management has delivered a lot of benefits, but that is the biggest of them all.” “We examined every process and redesigned it to take optimal advantage of SAP Business One for Project Management. It was a lot of work, but wow, was it ever worth it! Our profitability has almost doubled!” Sean Rayner, President, Vets Sheet Metal Ltd.
Welcome to SAP Business One for Project Management from Frontline Consultancy.
SAP Business One for Project Management SAP Business One for Project Management offers an unparalleled combination of functionality for organisations which manage some or most of their business as projects. The solution has been designed specifically to meet the demanding requirements of these organisations. The result is a flexible and tightly integrated system, perfectly adapted to the specific requirements of project driven companies. The software is well matched for a wide range of industries and companies, and is also highly suitable for mixed-mode companies where only part of their business is project based. Companies with a combination of trade, service and projects require a broad base of functionality in an integrated and easy to use system, which SAP Business One for Project Management can provide.
Project planning Graphical integrated Gantt chart with simultaneous insight into capacity and material requirements. Material deliveries are linked with project activities and are directly visible in the project plan.
Time registration Booking of direct and indirect hours in time sheets with real-time roll-up to project costing and Gantt chart. Data input can also be achieved remotely via a computer browser or select PDA devices.
Capacity planning Graphical-based capacity planning. Using drag & drop, activities and hours in the project plan can be allocated directly to resources (employees and machines).
Procurement & Stock Comprehensive material planning and procurement functionality. Materials can be linked to project activities or milestones and therefore provide just-in-time purchasing. Support of project-based procurement and multiple warehouses.
Quotation controls & Sales Improve the process of quoting and managing projects in your sales process. Ensure an accurate available-to-promise by adding a quote to a project plan to see the impact on machines and labour. Job costing Direct access to projected margin, planned-vs.actual budgets, and work in progress (WIP). Extensive drill-down options to activities, material and labour. Always up-to-date insight on the status of the project, progress, and WIP. Accounting & Invoicing Extensive invoice schemes supported, including down payments and progress billing. Invoices can be linked to milestones, activities or scheduled to specific dates.
Financial administration Completely integrated financial administration that is fed from all other relevant components of the software solution. Combined with flexible and extensive financial reporting. CRM Robust and easy to use CRM functionality providing opportunity management and a central database for sales, marketing and service. A single customer database fully integrated with quotes, orders and all other relevant data.
Benefits- SAP Business One for Project Management Fast estimating Create new projects from templates or by copying prior projects. Quickly develop a cost budget and selling price. Accurate budget vs. actual Labour and material costs are accurately and quickly reflected in every project. Gantt chart for project planning Plan your new project with a real-time interactive Gantt chart showing all constraints and dependencies, combined with material requirements, labour, milestones, invoicing and delivery dates. Capacity planning of departments, labour and machines Customise your departments, labour and machines to display your real-time capacity. Overlay your project plan with your department capacity to ensure you have resources available. Accurate available-to-promise Project planning integrated with capacity planning so available-to-promise can be quickly and reliably determined. Just-in-time material planning Schedule material requirements to specific activities and phases of the project plan. Purchase and production can be ordered just in time. Reliable deliveries Effective project planning fully integrated with material planning and capacity ensures that projects are completed and delivered on time. Increasing project margins Accurate estimating, real-time visibility into costs, combined with integrated project and capacity planning ensures that project margins remain healthy and variances can be quickly identified.
Milestone billing Schedule invoicing to coincide with the completion of a project phase or activity. Down payments, time and materials, or percentage of completion invoicing. Web-based labour reporting Labour hours can be recorded by project activity, and input by local computer or by a web browser for remote users. Improving Quality Creating projects from templates reinforces best practices. Copy prior projects for continuous improvement. Accurate project and capacity planning ensures projects are well managed, on-time and profitable. Less risk & less stress Better visibility and coordination between planning, materials and resources, your projects will be better managed, leading to less risk and a more organised work environment.
SAP Business One for Project Management... Step 1 Define your project Easily create new projects from scratch, or copy from templates or other projects. Copy prior hours, materials, planning constraints, billing-scheme and attachments. Easily adjust hours, materials, and prices as needed to quickly create an overall project budget.
Step 2 Plan your project With one click you can quickly view and plan your new project with a real-time interactive Gantt chart displaying all constraints and dependencies, combined with material requirements, labour, milestones, invoicing and delivery dates. Overlay your project plan with your departmental capacity to ensure you have resources available and a reliable “available-topromise”.
Step 3 Price your project After developing a project budget you can quickly price and quote your project by using the extensive and flexible price lists within SAP Business One. Or simply add an uplift margin to material and labour costs, or to the overall project cost. Using this estimate you can automatically generate a quote and create a sales order.
Step 4 Work assignment Using an intuitive “drag and drop” planning screen you can easily and quickly allocate project activities to departments, sub-departments, machines and people, all fully customised to your organisation. The result is a clear and dependable insight into your resource utilisation and a solid basis for creating work orders.
... in 8 steps Step 5 Material management Plan your material requirements on a project basis. Any project can include individual material components and pre-defined bill of materials (BOM), all combined to create a project BOM which can also be adjusted. Material can be assigned to specific project activities to enable just-in-time planning and purchasing. Create material recommendations for a single project or combine multiple projects. All material requirements, PO’s and production orders are visible in the interactive Gantt chart.
Step 6 Time registration and control Record and book time by project, activity and work type. Remote users can even input their time via a web browser. Time can be approved and booked to a project where it will immediately show up as “actual” hours in the project budget and therefore enable real-time insight into budget-vs-actual. Actual booked hours are also immediately displayed in the project Gantt chart.
Step 7 Project invoicing Easily establish a billing method for the project. Down payments, percentage of completion, milestone, or time and materials are supported. Invoices can be tied to the completion of a project activity and milestone, or prompted on a specific date. All ensuring that your invoices are generated promptly to maximise your on-time collections.
Step 8 Project financial controls Every project has a screen for Budget vs. Actual and Work-in-Process which will keep track of any financial changes to a project. For each project activity or phase you have a clear and updated insight into planned and actual costs, project margin, work-in-progress and budget to go. You will always have up-to-date control over the financial health of your projects and your project margin!
Why SAP Business One? Frontline Consultancy is pleased to be able to offer SAP Business One for Project Management, as SAP Business One Gold Partners, we can help you get the very best from this outstanding software. SAP Business One is an affordable, easy-to-use, easy-to-implement business management solution. Built from the ground up to meet the needs of small and midsize businesses, SAP Business One enables you to manage your entire business across financials, sales, service, customers and operations. A single powerful software system, SAP Business One automates business processes, streamlines end-to -end operations and delivers a true and unified picture of your business information. With instant access to highly accurate business-critical information you gain control. That control enables you to respond faster to market needs and to focus on your company growth and profitability. Information becomes a secured strategic asset; everyone authorised within your organisation, managers and employees alike can access and process information more effectively, and make sound business decisions based upon it.
Functionality Overview SAP Business One is a comprehensive and versatile business management solution equipped with an easy to use interface and serves as the primary ERP application. The solution provides all the administrative functions that let you customise and back-up data, define currency exchange rates, configure permissions and alerts and access information from non-SAP software. In addition, it comprises generic areas of functionality that help extend its capabilities far beyond its primary administrative function and enable it to streamline your entire business processes.
Finance Handles all your financial transactions including general ledger, account set up and maintenance, journal entries, foreign currency adjustments and budgets.
Bank transactions Takes care of all your financial processing such as cash receipts, cheque writing, deposits, advance payments, credit-card payments and bank reconciliation.
Controlling Lets you define profit centres and distribution rules to distribute the costs to these profit centres. You can also generate profit-and-loss reports for each centre.
Sales Helps you create price quotes, enter customer orders, set up deliveries, update stock balances and manage all invoices and accounts receivables.
Purchasing Manages and maintains supplier transactions such as issuing purchase orders, updating stock numbers, calculating the value of imported items, handling returns and credits, and processing payments.
Integral Customer Relationship Management Controls all the information on your customers, resellers and suppliers including profiles, contact summaries, account balances and sales pipeline analysis.
Stock control Handles stock levels, item management, price lists, special price agreements, transfers between warehouses and stock transactions.
Materials Requirements Planning (MRP) SAP Business One offers a simple yet powerful planning system that helps production planners or buyers schedule and manage items for production or purchasing based on a variety of criteria.
Reporting Creates powerful reports for nearly every aspect of your business including customer and supplier debt, sales, cash flow, customer contact summaries, book-keeping, warehouse stock, financial statements, pricing, customer activity and more (via pre-defined reports or define-it-yourself queries).
Service cycle management Optimises the potential of your service departments, providing support for service operations, service contract management, service planning, tracking of customer interaction activities, customer support and management of sales opportunities.
Employee profiles Provides staff management capabilities including employee details, contact information and absence reports.
Multicurrency transactions Business transactions can be conducted and reported in multiple currencies. Support for multi-lingual capability includes 27 languages and 40 countries.
Integrate SAP Business One with Microsoft Office SAP Business One is fully integrated with Microsoft Office products, including Microsoft Outlook, enabling seamless communication that can span your organisation and business functions. Departments can share contacts, appointments and tasks.
Financials
Sales
Service
-Chart of accounts -Journal entries -Posting templates -Recurring postings -Exchange rates in multiple currencies -Financial reports -Budget mgmt -Cost accounting -Multiple posting periods -Incoming payments -Outgoing payments -Payment run -Bank statement processing -Cheques -Credits -Deferred payments -Account reconciliation -DATEV/ELSTER -Fixed Assets -SEPA
-Opportunity and pipeline mgmt -Contact mgmt -Activities mgmt -Calendar -Campaign mgmt -Blanket agreements -Quotations -Purchase orders -Deliveries -Returns -Invoices -Dunning -Price lists in multiple currencies -Special prices -Period and volume discounts -Customer mgmt -Gross profit calculation -Microsoft Office integration
-Service mgmt -Service planning -Tracking across multiple customer interactions -Equipment card handling -Service dashboards -Service contracts -Mobile interaction -Recurring transactions -Human resource integration -Knowledge database -Service calendar -Service call processing
Purchasing -Purchase request -Purchase quotations -Web enabled RFQ -Purchase orders -Goods receipt POs -Goods returns -A/P invoice -A/R reserve invoice -Down payment invoice/request -Cancel marketing documents -A/P credit memos -Landed costs -Intrastat -Import process -Workflow
Inventory
Production
-Item mgmt -Item lists -Price lists -Goods receipts -Goods issues -Inventory transactions -Transfers -Serial number mgmt -Batch number mgmt -Pick and pack -Recurring transactions -Inventory tracking -Bin location -Multiple measurements
-Bills of material -Item sets -Production orders -Goods issues Goods receipts -Production dashboards -GL account determination -Life cycle mgmt -Item cost calculation -Forecasts -MRP -Drop ship -Make to order -Order recommendations
About Frontline…. Frontline Consultancy has the depth of knowledge and breadth of skills to deliver a complete and highly successful implementation of SAP Business One.
We cover everything including:
Hardware
Networking and remote / multi-site use
Fully accredited SAP Business One Gold Partner.
Software implementation and training
Established in 1991, we have decades of experience in implementing software solutions across multiple sectors.
Business change
Support, upgrades and software changes
We understand your challenges and processes.
System integration (e.g. EDI & bank reconciliation)
In-depth knowledge of the key issues in today's marketplace.
Hosting
Extensive project management experience backed up by a proven implementation methodology.
Successful track record of implementations through our breadth of skills.
Excellent training available at the customer's site or at our offices.
Full, responsive support capabilities - from using the software in a business context through to maintaining the infrastructure it sits on.
A complete service - ensuring low total cost of ownership and providing a single point of contact.
Frontline Consultancy, Frontline House, Epsom Avenue, Brooke Park Estate, Wilmslow, Cheshire Tel: 0161 486 4400 Fax: 0870 606 7300 info@frontline-consultancy.co.uk www.frontline-consultancy.com
As an accredited Gold Partner for SAP Business One, Frontline Consultancy have proven expertise in all aspects of the software and we have met stringent SAP requirements for training, certification and business standards and practices. Our aim is to implement the solution best suiting your needs and deliver exceptional service at a competitive rate.
Frontline Consultancy can offer SAP Business One as a fully managed hosted solution. This means that you can focus on your business while Frontline Consultancy manages the delivery of SAP Business One to your desktop and mobile devices 24/7, 365 days each year.