RusClimat (ITAN: Management Balance)

The large-scale project on automation of budgeting based on the 1C:Enterprise 8 and ITAN: Management Balance PROF configurations platform in RUSCLIMAT group is complete.

RUSCLIMAT Group — one of the most large-scale and dynamically developing formations of the domestic climatic market. Today RUSCLIMAT renders all complex of professional engineering services in the field of design, complete sets, installation, balancing and commissioning, warranty and service maintenance of conditioning systems, ventilation, heating, water supply, the sewerage and water treatment. Along with it, RUSCLIMAT has the most developed specialized network of retail sales operating in Moscow, St. Petersburg, Astrakhan, Volgograd, Omsk, Togliatti, Rostov-on-Don, Ufa, Saratov, Kaluga, Barnaul, Tyumen, Novosibirsk. Only in the capital the retail network includes 19 shops.

For solving of tasks on improvement of a budgeting system and the organization of a uniform working space the management of RUSCLIMAT Group looked for the solution which answered the following criteria:

Provided acceptable high-speed performance during the work with the large volume of data. Allowed to adapt to specifics of budgeting of RUSKLIMA Group flexibly. Organized work of more than 50 users in a uniform working space, with a possibility of access isolation to elements of budget structure. Built budgeting by a technique from top to down with the subsequent control at each level of target indicators. As a result of the tender the project was transferred to implementation of ITAN company. The ITAN company started the project in May, 2011, and in October of the same year implementation was complete. The budget model was under construction from the target indicators (TI) on top - down, with the subsequent control of the CPU at each stage of delegation from higher to the subordinate CFD. In total it was configured: 52 measure types, 10 types of functional budgets, and 323 elements of budget structure, with their subsequent consolidation in an income and expense budget and BDDS of the company.

The implementation project of a budgeting system passed in five stages:

• express inspection and creation of a demonstration example of budgeting
• inspection and development of the technical proposal on budgeting setting
• setup of budget model on TP
• training and test operation
• support of a system

In a project deliverable the budget model was configured and put to the Customer into commercial operation.