| Customers: Medilayt Contractors: Russian port Product: ERP system CompassProject date: 2000/09 - 2005/09
Number of licenses: 17
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General Description of the Project
It is possible to select 4 main project stages. At the first stage which passed in 2000 using the COMPASS-Comfort software package working under control of DOS the solution of such tasks as was automated:
- accounting;
- control of settlement with clients;
- registration of personnel;
- payroll;
- data transmission in an electron a type in PF and FTS;
- accounting of agreements;
- maintaining primary documentation.
At the second stage implemented at the beginning of 2004 a transfer of all listed above areas of accounting on the corresponding modules the ERP system "COMPASS" working running Windows was made.
At the following stage passing in January, 2005 the subsystem "the COMPASS was implemented: Fixed assets".
At last, the fifth stage of the project completed in September, 2005 was devoted to automation of activity of the company regarding registration and licensing of the enterprises on the basis of the CRM system "the COMPASS: Marketing and management". CRM technologies were applied to the organization of interaction (contact management) of lawyers of Medilayt LLC, both with clients, and with state bodies.
Based on the fifth stage the Russian Port company prepared the "boxed" industry version of the CRM system "the COMPASS: Marketing and management" for the enterprises specializing in rendering accounting and legal services.
Some Specific Features of the Project
- Owing to specifics of business of Medilayt LLC all accounting subsystems of "COMPASS" are used not only for own needs, but also for conducting accounting and tax accounting at clients.
- For release of own tax statements the module "the COMPASS is used: Simplified tax system".
- In implementation process of the stage connected with implementation of the CRM system "the COMPASS: Marketing and management", using the setup tool "Masters of KOMPASA" the functionality of automatic formation of a set of the documents necessary for registration of the enterprise and registration in tax authorities was developed.
- The CRM system was complemented with planning features of financial flows taking into account specific features of each client of the company.
- The functionality of management of settlement was expanded regarding control of limit payment dates.
