In Shans-Avto Group deployment of the ERP solution is complete

The INTALEV company started the project with Shans-Avto group and completed the first stage on development of methodology and automation of the KPI system on the platform "INTALEV: Corporate management".

Objectives

The company management always paid much attention to management systems, understanding and realizing that effective management tools the enterprise are one of success factors of business. For needs of operational accounting the company used own development, and management accounting came down only to consolidation of reports of the companies of group that did not allow to receive the necessary analytics and to implement a management system for liquidity and document flow. The decision on implementation of the complex software product for the purposes of enterprise management, as regarding finance, and non-financial processes was made.

The management of Shans-Avto Group carried out monitoring of the software products allowing to create an enterprise management system and also a number of meetings with potential contractors and stopped the choice on the software product and approach which was offered by Experts INTALEV.

Solution

The foundation was laid for the project in March, 2012. At a stage of primary analysis experts INTALEV together with a project team from outside of "Shans-Avto" defined the priority fields of study of tasks proceeding from the current situation in group. The beginning of the project was marked by functional area "Methodology and automation of KPI" which allowed to reveal the value and priority of the factors affecting result of business and to receive levers to management of profitability of business.

Results of the stage "Methodology and Automation of KPI"

Regulations on a system of key performance indicators in the directions are created:

• Distributor;
• Motor shows of passenger transport;
• Motor shows of cargo transport.
• The structure of a tree of the factors influencing obtaining integrated result is created.

Opinion

"Thanks to high professionalism of consultants of INTALEV company the deep analysis of activity of Group on all directions was carried out, the defined points of business processes are revealed. Component analysis indicated features of a business model, revealed strengths and places of failures which influence achievement of goals on receiving the maximum profit and as a result – to the solution of strategic tasks of the Company. As a result of the carried-out work the company management changed the view of personnel management, having corrected responsibility of employees on functions of business processes, and set the new tasks of continuation of component analysis already in the field of motivation of personnel" - the project manager and the head of the budgeting department, planning and controlling of Shans-Avto Group, Kononenko Yulia Vladimirovna noted results of a stage of the project.

Works on functional areas Budget planning and "Time recording", and in start functional area "Management accounting and the reporting" are continued.

End

The company contractor announced on January 25, 2013 the project final.

Retrospective

At the beginning of the project the project team consisting of heads of the production and finance divisions of Group of the Company defining the main vector of project implementation and methodology of budget model is created.

Development of methodology of management of finance began with the Uniform Model block as a part of which stages:

• regulation of uniform model: financial structure, forms of the final reporting of BDR, BDDS, balance, managerial account policy, consolidation technique;
• setup of uniform model;
• setup of the consolidated statements.

Within functional area Budget planning stages on methodology and automation of a system of budget management are carried out.

Within functional area "A system of accounting of working time" stages on methodology and automation of a time recording are carried out.

Development of methodology included creation of regulations of budget management which on the one hand are corporate regulating documents for use by all staff of group, and on the other hand, are final technical specifications for automation of a management system, without creation of any separate technical documents. This property is inherent in all regulations developed during the project since the software product is configured at the level of the functional user and does not require the description of the tool at the level of a program code. Respectively, development of a system is implemented by Competence Center of Shans-Avto company, without involvement of external consultants.

By these provisions the budgeting model and a time recording in "INTALEV was configured : Corporate management", i.e. all tools necessary for planning and a time recording by the companies - the managerial chart of accounts, qualifiers, indicators, additional properties to reference books, reports were configured.

The last stage - start of functional areas in trial operation. At this stage the staff of the companies entered planned data, constructed and checked reports on a time recording, functional and final budgets.

Results

Development of the methodology of budget planning reflecting the uniform principles:

• planning and account is kept on an accrual method;
• information, is appropriate, i.e. is clear and essential, according to contents and a form is constructed so that users could understand its character and sense;
• reliability of information is defined by its reliability guaranteeing lack of errors and distortions and also completeness of reflection of all essential indicators;
• the provided information truthfully reflects influence of economic transactions and other events on assets, obligations, income and an expense;
• reliability and truthfulness of information is guaranteed by heads of the CFD;
• the economic entity prevails over the legal form;
• the benefits taken from information exceed costs for its receiving;
• importance of characteristics in different cases is relative and is in area of professional judgment;
• automation of a system of budget planning;
• automatic formation of budgets.