| The name of the base system (platform): | 1C:CRM KORP |
| Developers: | AKAM |
| Branches: | Financial Services, Investments and Auditing |
| Technology: | CRM, Project Management Systems |
The product "AKAM: Investment projects for: 1C" CRMis designed to automate the work of investment departments.
2021: Features and opportunities of the program "AKAM: Investment projects for 1C:CRM"
The expansion "AKAM: Investment projects for: 1C" CRM implements the functionality of maintaining a list and working out investment projects.
Features and capabilities of the program for April 2021:
- Create a project card
- maintaining a general list of investment projects, with the ability to filter the list by different criteria;
- Track changes, stages, and status of projects
- Securing project owners
- Track planned and actual shipments of goods by project
- Notifying employees and the manager of new projects
- Project Analysis Report.
Rationale for use:
- There is no common source for project storage and analysis.
- a list of project environment partners is not maintained;
- managers forget to call/write;
- more is spent on project analysis than we would like;
- opportunities to understand whether the manager is working through the project.
The module is designed for:
- storage of projects and information on them;
- Maintain project interactions
- control of work on projects.
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