A major problem in managing a business is often that software begins to dominate some operational processes unnecessarily and destructively. The actually healthy operational logic is thus disturbed by software processes. In reality, it is all too often the case that it is very inefficient for most companies to want to control the 'technical execution' from an ERP.
Problem
Companies that perform their work decentralized at the customer's site (assembly, service, etc.) often fail in the attempt to map their complex execution reality simply and robustly in administrative terms. However, it is precisely these companies that are dependent on a long-term consistent information basis in the day-to-day practical performance of their services.
Approach
The two complementary administrative branches should be unbundled so that they no longer interfere with and unnecessarily block each other in everyday life.
Solution
'Organisatrice' comprehensively regulates the information logistics of 'technical execution' (= 'service provision') and offers a standardized solution here. The highly dynamic information flow of the 'technical execution' is absorbed and provides the company with its sustainable information framework. Here, all organizational aspects are decoupled from the 'office-centered' ERP.
Clients
- contacts
- history
- orders, offers, subscriptions
Buildings, facilities
- contacts
- location
- history
Scheduling
- job execution
- subscription planning
- calendar, disposition
Order execution
- order monitoring, subscription monitoring
- order reports
Employee reports
- hourly reports
- expenses / receipts
Third-party companies
- suppliers
- subcontractors
- delivery bills / reports
Gestion des clients
- business correspondence
- CRM
Order management
- orders
- quotes
- controlling
Acquisition
- offer calculation
- calculation
Human Resources
- payroll
- expense report
Accounting
- invoicing
- accounts receivable / accounts payable
- payment transactions
Financial accounting
- balance sheet
- taxes
The more time-critical a company has to function (e.g. repair service), the more important it becomes that employees can organize and coordinate themselves independently.
< 10 collaborators
- depending on leadership talent and commitment, monopolised structures can successfully prove their worth with up to 10 employees
> 10 collaborators
- decentralized structures become increasingly efficient at critical sizes because modern management tools regulate the flow of information independently of the physical presence of authority
The commonality of the following examples lies in the fact that the business activity is carried out externally by the customer.
Depending on the business segment that manages your company, your internal operating procedures are structured and organized accordingly.
- Organisatrice acts as a kind of personal assistant here.
- Typical representatives of these business areas are the players in the general installation industry, where products and installation environments can vary greatly from object to object.
- self-employed installers in the construction industry with temporary personnel resources
- individualized realizations
- the entrepreneur structures himself and keeps his head clear with minimal effort discipline
- Assignment of service contracts to subcontractors
- You fulfil subcontractor mandates, must be able to formally record them correctly and communicate the services reliably.
- Enter your own resources, store documents specifically and focus on invoicing
- You fulfil subcontractor mandates, must be able to formally record them correctly and communicate the services reliably.
- Subcontracting appearance
- You specify 'performance orders' to 'subcontractors' and require an overview of their operations and billing.
- Organisatrice' helps you to file specific subcontracts. Third party entrepreneurs can be analysed and assessed on a long-term basis and across all mandates.
- You specify 'performance orders' to 'subcontractors' and require an overview of their operations and billing.
- Resource planning and correct invoicing
- The assignment of spontaneous interventions is simplified by the transparent and meaningful deployment history.
- the reliability of the subscription service is strengthened
- the experiences from the 'service' flow consistently back into the assembly department
- Commissioning, reworking and warranty work shall be at the expense of the installation department.
- Maintenance and additional services are commercially defined as 'productive' services
- the services can be clearly distinguished from the installation services
- Assistance for the improvement of the installation quality, respectively the product quality
- the customers, their objects and their installations are reliable and quickly assessable
- own operational data are stored immediately and definitively
A property management company makes different administrative demands on an entrepreneur than a 'simple' private customer.
- Demanding operational dynamics
- corresponding order records are easy to generate
- the always archived operative order overview guarantees a constant and reliable invoicing basis
- Even with several hundred operational objects per customer, the operational and administrative overview is always maintained.
- Example 'Shopping center
- the infrastructure is 'generally managed'.
- Maintenance subscriptions should be recorded clearly and in a structured manner
- Several customers per intervention object
- Orders from 'rented' customers are generated directly
- the overview and structure should be guaranteed in the long term
- Maintenance of critical equipment must also be fulfilled during holiday periods and by on-call services.
- Transparent subscription, order and operation history