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Логотип
Баннер в шапке 1
Баннер в шапке 2

AFM: Management of developer holding

Product
The name of the base system (platform): Microsoft Dynamics AX 2012
Developers: AFM Consulting
Date of the premiere of the system: 2016/01/19
Branches: Construction and industry of construction materials
Technology: ERP

Management of developer holding allows to manage sales, finance, projects, real estate and documents on the basis of the preconfigured templates.

Effect for business:

  • up to 80% of reduction of labor costs for processing and obtaining information thanks to formation of a common information space for all divisions of holding;
  • terms of providing reports are reduced by 90%;
  • the amounts receivable due to effective management of processes of settlement with suppliers decrease to 30%.

Target audience

The application is intended for management of large and medium-sized companies in the field of construction and real estate administration of the industrial and infrastructure and housing direction. The companies can, both to enter into uniform holding, and to be controlled independently. The quantity of construction objects also does not matter – the solution is set up to adequately current tasks of business. The industry approach to management of key business processes implemented in the application does it interesting practically for all companies which are connected with the construction industry:

  • investment development groups,
  • customer companies of construction works and services,
  • contract and subcontract organizations.

The solution helps to manage processes most effectively:

Management of finance of holding

  • Management of structure of holding, including maintaining expanded data on the companies of holding;
  • Formation of budgets of the companies and consolidated budget of holding: automatic formation of income and expenditure budgets on the project on the basis of estimate calculations and sales forecasts, consolidation of project budgets and the organizations in the general budget of group of investment and construction holding;
  • Operating control of execution of indicators of budgets in the set cuts;
  • Management of the credits and loans: maintaining conditions of agreements, calculation of the repayment schedule of percent and body of the credit, formation of requests for payment of the credits;
  • Management of intra holding calculations and money transfers: planning and accounting of a remaining balance on the companies, formation and approval of requests for account transfers;
  • Management of requests for payment, including mechanisms of setup of routes of approval depending on type and parameters of the request;
  • Calculation of the payment schedule and analysis of cash gaps;
  • Formation and approval of the register of payments per day;
  • Control of payments on compliance to the budget and terms of the contract.


Object management of the real estate

  • Database maintenance of a real estate of holding: structure of objects, cards of objects, management of objects attributes;
  • Registration of changes of the property rights, pledges and other encumbrances, etc.;
  • Configuring of objects: merge and separation, change of the areas and properties;
  • Setup of object statuses;
  • Conducting document flow on an object;
  • Registration of history of events on a real estate.


Sales management and customer relations

  • Formation of the sales plan and receipts taking into account sales terms and lease;
  • Maintaining price lists of the prices and discounts depending on an object type and sales terms;
  • Formation and maintaining offers on sales, planning and registration of communications with potential and actual clients;
  • Formation and maintaining register of agreements and passports of transactions;
  • Registration of stages of works with agreements;
  • Calculation and charge of a commission fee to the agent;
  • Graphical representation of objects (Checkerwork interface, Scheduler of the Areas interface);
  • Management of the statuses of objects: "Is sold", "In lease", "On a design", "Freely", "Is reserved", etc.;
  • Special mechanism of accounting of course conditions on transactions;
  • Control of settlement on transactions with the residential real estate.


Project management

  • Maintaining the complete information on construction projects (the qualifier of projects, TEI of the project, design entities, project participants; risk register of the project);
  • Maintaining normative and help base of the project: types and specifications of works, directories of materials;
  • Planning and cost adjustment on the project: structure and structure of costs;
  • Planning and control of performance of contracts in a binding to the summary estimate;
  • The plan fact project analysis on terms, costs;
  • Document flow on the project, tracking of existence and the status of documents and a possibility of maintaining electronic archive of the project documentation;
  • Double-sided integration into Microsoft Project.


Document management

  • Qualifier and rules of management of documents: types and document types, a hierarchical structure of documents, management of rules of creation of the document in hierarchies, inheritance of metadata of the document from an object of structure in which it is created;
  • Conducting settings of attributes of documents;
  • Maintaining document registers on stages and phases of the construction project;
  • Management of stages and events of external document flow: setup of stages and events with indication of standard time, appointment responsible, execution control;
  • Integration into workflow systems at the level of cards of documents;
  • Reports on existence and status of documents of the project.


Management accounting and reporting

  • Uniform analytical model for all companies of investment and construction holding;
  • Consolidation and elimination of intra holding turnovers;
  • The automated algorithms of collecting and allocation of costs on construction projects and holding in general;
  • Analytical reporting.


Specific Features

  • Formation of a common information space for all divisions of investment and developer holding;
  • Support of industry business processes;
  • Built-in mechanisms of document management;
  • Fast implementation time of a standard configuration of the solution.