Software for Project Driven Organisations

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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 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.

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

Welcome to SAP Business One for Project Management from Frontline Consultancy.

“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.

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.

SAP Business One for Project Management

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.

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).

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.

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.

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.

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.

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-to-

promise”.

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.

SAP Business One for Project Management...

... 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

Purchasing

Inventory

Production

-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

-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

-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

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

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.

Fully accredited SAP Business One Gold

Partner.

Established in 1991, we have decades of

experience in implementing software solutions across multiple sectors.

We understand your challenges and

processes.

In-depth knowledge of the key issues in

today's marketplace.

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.

We cover everything including:

Hardware

Networking and remote / multi-site use

Software implementation and training

Business change

Support, upgrades and software changes

System integration (e.g. EDI & bank

reconciliation)

Hosting

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.