We are an internationally active consulting and planning company and are looking for software with the following functional areas:
- Quotation processing
- Project planning
- Project management
- Cost planning
- Reporting
- Customer management
- Personnel management
General requirements of the software are
- Worldwide access via the Internet
- Multi-currency capable
- Multilingual (at least English)
- Definition of mandatory fields
- Exchange rates (ACTUAL on key date, mean value on key date in year, forecast mean value in year)
- Release processes
The number of software workstations is estimated at 80-100 in Germany and approx. 100 abroad (depending on how the software works).
Note from SoftGuide:
We have specified the functional areas a little more below to give a better insight. More detailed tender specifications with examples can be requested from SoftGuide.
Tender processing
- Enter master data
- Project data (tender number, cost center, country, etc.)
- Client
- Tender data (submission deadlines, binding period, submission, award opportunity, status)
- Edit quotation
- Effort calculation (Gantt chart, price calculation, cost calculation, etc.)
- Fee calculation (calculation rates, award calculation)
- Workflow
- Bid statistics, reports, graphics
Project planning and project creation
- Costing (transfer of costing approaches from quotation costing)
- Employee planning
- Project definition (creation of the project and extension of the master data)
- Scheduling
- History
Project management
- Management of subcontractors
- documentation
- Ongoing statistics and projections
- Controls (monthly actual costs, planned costs, etc.)
- Project completion (comparison of initial data with final data, comments)
Cost planning
- Presentation of actual costs, target/actual comparison (overhead costs)
- Performance planning (existing projects, any new orders from offers, waiting offers)
- Profit planning
- Revenue planning (other)
- Planning overhead costs
- Planning financial results, EBIT and net income (monthly and per profit center)
- Reports
- History, reconciliation
reporting
- Project lists
- Target/actual comparisons
- Time progressions, graphics
- Cockpit (dashboard, total and per profit center)
Customer management
- Customer data management
- Contact management
Personnel management
- Expert database
- Employee data
- Employee planning
Further requirements in bullet points:
- Any pre-systems for actual cost posting possible
- Consideration of intercompany orders (consolidation of performance)
- Division of an order into individual organizational units
- General templates / sample calculations
- Filtering of orders for prequalification according to various project information
- Data export for flexible presentation in external systems possible
- Data lines, database where?
- Mapping of the company structure
- Reorganization, assignment of projects to new areas
- Resubmission functions for deadline monitoring
- Handling of joint ventures
- Creation of documents in each process step
- Creation of sub-projects possible
- Live processes (entries can be made at any time without key date accounting, e.g. hourly account assignment)
SoftGuide first tries to find standard software for the problem at hand, which can be expanded within the scope of customizing. Alternatively, we research suitable IT service providers who have already implemented similar projects.