Clinic Family (Network of Family Medical Centers) (1C: Document Flow of 8 CORP)

In September 2017, a project was implemented to implement 1C: Document flow 8 KORP in the network of clinics "Family."

Family Clinic automates budgeting and treasury processes with a comprehensive package of WA: Financier

WiseAdvise Financier: Budgeting - IT system for financial accounting, budgeting based on 1C. The advantage is to install separately from the accounting system used if at least for one of the following reasons:

• More than 1 accounting database is used (holding structures, etc.)
• Need to keep accounting systems simple and up-to-date
• Data confidentiality (for example, when management accounting data is significantly different from tax)
• Different versions of 1C platforms are used (for example, the accounting system on 8.1, 8.2, and 8.3)

The company chose this product because, in addition to functionality, an approach was proposed that allowed implementation in a short time and with a guaranteed result. The following accounting functions were automated:

• Register Cash Flow Budget (BDDS)
• Formation of Revenue and Expenditure Budget (CDB) form according to company standards
• Automation of the process of approval of requests for cash flows (receipt and consumption)
• Manage Payment Plan (Payment Calendar)
• Interaction with client-bank systems
• Interaction with the Customer's accounting system ("1C: Accounting 8")

Automation objectives in terms of financial accounting:

• Possibility of recording the cash flow budget;
• Generation of revenue and expenses budget according to corporate network standards;
• Increase control in terms of application policy by automating the process of approval of applications for receipt and consumption of funds;
• Create and maintain a payment calendar.

Automation objectives in terms of document management system construction:

• Establish an operational exchange of information between all structural units involved in coordination. Automate contractual accounting and workflow, strengthen control over the execution of orders.

To solve the tasks, the system "1C: Document flow 8 KORP" and the following subsystems "WA: Financier" were selected:

• Cash Management
• Budgeting
• Contract-management
• Management account/ IFRS

The following works were performed:

• Consulting on the choice of software and options for its maintenance
• Selling Selected Products
• Delivery of software products to the customer's office
• Installing Software on Customer Computers
• Collect and analyze customer requirements for the automated system
• Phase Planning, Scheduling
• Methodical provision of specific accounting and control features in the automation system (adaptation requirements)
• Creating User Rights Interfaces and Sets
• Technical implementation of specific accounting and control features in the automation system (adaptation)
• Integration with other 1C: Enterprise-based systems
• Initial Settings for Standard/Industry Solution (Program) to Start Accounting
• Entry of initial residues/help in entering initial residues
• Transfer data from previous automation systems
• Individual training at the customer's office
• Customer Office Team Training

The following functions are automated:

• Finance, Management Accounting, Performance Monitoring
• Budgeting, Financial Planning
• Financial analysis

Implementation results

• created an effective system for managing all treasury processes
• improvements were made to such modules as the mechanism for monitoring the receipt of originals of primary documents and the workplace of the approval request for payment
• minimized risk of cash gaps, increased efficiency of cash use. A uniform methodology for cash management throughout the company has been introduced, and the expenses of the company's divisions are effectively monitored.
• Work with contracts is automated.
• Automatic transfer of contract data to financial accounting system WA: Financier
• A unified register of incoming documents with all applications has been created.

Implementation effect:

• Improving Company Profitability
• Quick Search and Paperwork
• Reduce manual operations