Synapse (Microsoft Dynamics NAV)

Prior to the implementation of the synchronization unit, the company maintained accounting in the framework of 1C: Enterprise 8.2 configuration "Management of a trading enterprise." To maintain more transparent management accounting, Sinaps turned to the services of ERP Consulting. The main task of developing the synchronization unit was to analyze the movement of funds, income and expenses of the company within the framework of projects and divisions (Central Federal District). In addition, general reporting forms and analytical measurement structures have been set up.

After the implementation of the software synchronization unit, Sinaps can analyze the profitability of projects in terms of cash flow, income and expenses of the company at any time.

Functional requirements:

Finance

• Multicurrency accounting, currency conversion, exchange rate difference calculation
• End-to-end financial analytics
• Integration with the banking system (Client-Bank)
• Invoice/Transaction Verification, Receivables Analysis
• Cash Flow Management
• Management analytics

Project Management and Budgeting

• Project budgeting
• Project Resource Management
• Analysis of efficiency of design teams
• Creation of payment calendar based on project budget
• Approval and control of payments
• Write-off of materials for projects
• Automatic generation of project documentation (certificates, invoices, etc.)
• Reporting

Customer Relationship Management (CRM)

• Segmentation and profiling of contacts
• History of interactions
• Implementation of marketing activities
• Deal Opportunity Analysis
• Performance analysis of managers

Automation result:

Thanks to the decision, it became possible:

• Financial management - including accounting, monitoring and analysis of financial responsibility centers
• Financial planning (budgeting) of the enterprise activities for the month, quarter and year
• Planning of construction volumes and control of execution of plans
• Project-specific performance assessment
• Organization of efficient warehouse accounting and control over material resources for construction facilities
• Inventory Management
• Quick execution of necessary documents and contracts.