Portfolio

ERP System

SoftOne ERP is not just a standard management platform – it encompasses sales and project management in a single tool, and enriches them with a variety of MRP, POS, and e-commerce functions to deliver a universal solution that can help all businesses manage all types of operations.

Client:
Компания по управлению активами КУА
Industry:
Fintech

The Challenge

Asset management companies needed a single solution for corporate management of the company. In particular, the task was to integrate workflow processes between departments: Marketing, Sales, Project Management, HR.

The Solution

As a result, a modular ERP system was introduced, with the required functionality: Creation and conducting of campaigns, dispatches, surveys, ice generation, events. Creation suggestions, creating accounts for buyers, driving mutual settlements. Conducting projects of various categories, tasks, with the possibility of delegation, creation of subtasks, reports on execution, reports on overdue tasks, distribution access rights for projects and tasks, ticketing system for clients within the framework of projects, if necessary, task control. Maintaining an organizational structure, a base employees, subordination structures, accounting of time with reporting, time expenditures on assignments in projects, on contracts of clients, on other tasks.

 

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