Girlfriends (WorkCity) (1C: CRM CORP)

2019

"The following features are automated:

• Automation of business processes
• Data analysis and forecasting
• ABC/XYZ Sales Analysis
• Budgeting, financial planning
• Settlements with buyers
• Ordering Buyers
• Planning of sales
• Customer Relationship Management (CRM)
• Management accounting
• Management Accounting and Costing by ABC
• Accounting of contracts
• Record-keeping and storage of documents
• Time & Attendance
• Financial analysis
• Generation of payment receipt schedule
• Pricing, price lists

Work on adaptation of the model solution:

• A single partner card has been created (customer and contact dossier, actual points of sale, taking into account shipments through intermediaries, accounting for the share of competitors, historical data for 5 years),
• The exchange with the management system has been developed and implemented.
• Set up processes for selling a new partner (or returning a departed client) and maintaining contact with current customers,
• Segmentation of customers by an arbitrary set of parameters of the customer card and sales totals, payments and receivables,
• A profitability calculator has been developed for the item, shipping plant, and customer site.
• Configured external integrations with PBX, mobile operator, and Active Directory,
• Additional service and user processing, a list of reports and printed forms are implemented.

Maintenance:

• Monthly delivery and installation of ITS delivery package to the user's workplace
• Using the Internet version of ITS and the Internet services of ITS
• Consulting on methodological issues of work with the "1C" program
• Technical consulting on 1C software products
• Paid contract 1C: ITS is executed
• 1C: ITS preferential support issued
• A compilation of guidance materials from the TRAC ITS information system is carried out at the user's request
• Set up and check access to the Internet version of ITS and Internet services "" Ask a question on the consultation line 1C, "" "" Ask a question to the audience ""
• User support site access has been configured and verified users.v8.1c.ru
• Individual or group training on ITS information system

Description

The decision to implement the PP was made after a detailed analysis of the capabilities of the system and a pre-design survey.

The following works were performed:

• Delivery of software products to the customer's office
• Customer Office Individual Training
• Integration with other 1C: Enterprise-based systems
• Integration with third-party automation systems
• Consulting on software selection and maintenance options
• Methodological support of specific features of accounting and control in the automation system (requirements for adaptation)
• Initial settings of standard/industry solution (program) to start record keeping
• Customer Office Team Training
• Work Milestones Planning, Work Scheduling
• Sell Selected Software Products
• Collection and analysis of customer requirements for the automated system
• Creating Interfaces and User Rights Sets
• Technical implementation of specific features of accounting and control in the automation system (adaptation)
• Installing Software on Customer Computers