overview of kpi.com - simple erp solution
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Online ERP Software for a Small Business
By: Muz Karabaev / Founder, CEO
How companies used to store the data
Looks familiar?
How companies store the data now…
Smaller enterprises have been left behind with less choices:
Some enterprise levels giants have evolved
Cloud ERP Software should be affordable, functional, and customizable
Why cloud ERP software should be affordable
Because it helps your organization to move from here to here
Image source: http://itorganization2017.files.wordpress.com/2013/01/slide11.jpg
Principles of kpi.com cloud ERP softwareThe kpi.com is built around the following principles:
Cloud ERP
Customizable
Affordable
Integrated
Easy to Use
On Mobile Kpi.com Reporting PrinciplesThe software should be able to provide the Financial information quickly
Kpi.com Upgrading PrinciplesThe cloud business software should provide automatic regular upgrades for free. For all customers.
Introduction
Introduction – who we arekpi.com – part of Finnet Limited, Software Company Started/Founded in 2005 by Muzaffar Karabaev in London, United Kingdom.
MobileCloud DMCC is a sister company in Dubai, and became GCC Sales and Support Headquarters for kpi.com-Finnet Limited from 2014.
120+ employees spread over three Regions: Central Asia, GCC (UAE) & UK, Plus our Partner Network (KSA and Oman).
30+ partners/resellers working and providing support for kpi.com in more than 10 Countries. GCC is a major focus NOW
What is kpi.com/ERP?
Cloud SaaS Software
SME’s Business Processes
Affordable
Built in Workflows
Keep it simple
Ease of Processes
Single Platform
5 Modules
With kpi.com you get:
Ease of adoptabilityFive core modules in one
application
Cloud and Central System
Focus on quality and working method
Multiple layers of support, including
trainings and migration
KPI.com: End Users Geographic Spread28%
North America
13%UK
21% Other parts of Europe
5%Australia
20%Middle East
4% South America
2% Africa
Rest of the world – 7%
400+ Companies, 15000+ User Base and Growing
Kpi.com modules and processes
What is kpi.com software?It incorporates all key business functions of your business
Manage cash/money
Keep track of products
Manage Customers
Produce or Implement
Sell
Keep Track of Employees
Accounting and Finance
Inventory Management
Warehouse Management
CRM
Project Management Manufacturing
Storefront Sales Force Automation
HRMS
Case management
Payroll
Bookkeeping
Kpi.com ModulesKpi.com contains the following features:
Dashboards
Accounting and Finance
Project Management
CRM
EmailingHRMS
HR Management & Payroll
Sales (incld. E-commerce)
Accounting Document Management
Project Management
Purchasing and Inventory
Even a small business is complicatedKpi.com makes it easy to manage
Project Management
PM Workflow Simple Project Workflow:
Construction/Architecture Workflow:
Add Project Add Task Timesheet TimesheetApproval
Close the Project
Add Project Prepare a Budget
Start the Project
Add Tasks
Approve Budget
Add Work-streams
PO Request/Approval
Receive Goods
Timesheet TimesheetApproval
Payroll
Bill the client
Close the Project
PM Workflow Or you can utilize the following workflow if you operate in Professional Services Industry:Add Project Add Task
Timesheet TimesheetApproval
Payroll
Bill the Client
Close the Project
You can use Case Management for managing issues at any step of the workflow:
Project Management - Planning
Getting Started
Add Project
Add Work-stream
Add Taskhttps://www.youtube.com/watch?v=_hLNlEVsqho
Project Gantt Chart
Import your own MS Project File
We want to import our own MS Project files
Resource UtilizationWe want to know if
employees have enough tasks
Project BudgetWe want to plan project revenue and expenses
Timesheet Employees fill out timesheet and submit for
approval
Timesheet Approval
Timesheet/Payroll1. Make sure employees fill out timesheet
2. Specify rates per project
3. PMs Approve Timesheets
4. Run payroll as regular
We want to pay employees on an hourly rate
Timesheet InvoiceWe want to bill all
timesheet hours to the client
Change the template here
HRMS
HRMS Structure
With Biometric Device Integration
https://www.youtube.com/watch?v=swYk62gTCwA
ESS concept allows HRs to ease their workload
Our employees can see and modify their own HR
Data
Employees can see a lot of their stuffEmployees can see their own related features
ESS: HR can setup reminders for employees
Reminders can be set to Employees or to managers
You can trigger your own events
Settings -> Recurrence Settings -> HR reminders
Biometric/fingerprint device integration
Actual hours when employees came to the office
Approve leave requests
Approved, go
Payroll Workflow
Payroll is fully tailored for UAE and Australia legislations
Contact us at [email protected] for payroll customizations at your own country
Recruitment
https://www.youtube.com/watch?v=swYk62gTCwA
You can receive candidates from a web form
Publish vacancies to your website
After recruitment, there is an onboarding
We can track passport, visa, government related forms, entry permits and set renewal reminders for HR managers
CRM
CRM-Sales Workflow
Lead CaptureLead
Qualification OpportunityOpportunity
Won
Lost
Reports and Dashboards
Project
Sales Order
No Leaky funnel + Complete Visibility= Integrated sales, project management and accounting process
Sales: Just Work With Leads, No Data EntryEasily embed a web form to your main website
And start working with leads in kpi.com
Work with Leads
All activities automatically appear in calendar
Enjoy planned tasks in the calendar
Calendar shows projects, tasks, and leave requests
Sync with Google
Find out how you are performing monthly
It indicates that there are not enough sales at the top of the pipeline
Total sales this month
and yes, Help Desk Support is Available
You can configure color coding important tickets when you need
Assign cases(tickets) right there
Help desk won’t be useful without emailing
Reply right here
Need to email more? There is a message center
You can connect it to your Google apps account
Everything is connectedYou can convert opportunities to project, and manage it from project management section
ORManage any issues appearing in company from one place. You can relate cases (tickets) to anything. You can track even purchasing issues from suppliers
No need to integratedifferent apps with each other
Accounting and Inventory
Accounting and Inventory Workflow
Sales Order
CreateApprove
Get from Storefront
Purchase OrderRequest
Approval
The following workflow can be utilized by retailers:
Receive GoodsWarehousingPurchase Invoice
Ship ItemsPickPack Ship
Convert to InvoiceHandle Returns
Receive PaymentSales ReceiptStatement charges
Make PaymentMatch Paymentw/ Invoice
View ReportsBalance SheetP&L Statements Sales Reports
Accounting and Inventory Workflow
Sales Order
CreateApprove
Get from Storefront
Purchase OrderRequest
Approval
Manufacturing industries can utilize the following workflow:
Receive GoodsWarehousingPurchase Invoice
Make PaymentMatch Paymentw/ Invoice
Receive PaymentSales ReceiptStatement charges
Convert to InvoiceHandle Returns
Ship ItemsPickPack Ship
View ReportsBalance SheetP&L Statements Sales Reports
Build AssemblyInventoryProductWarehouse
Accounting and Project Workflow
Create Sales Quote
Client ApprovalRequest for Quote
Timesheet Task TimerEntries
Professional Services Industry:
Timesheet ApprovalPlanned vs. ActualTask duration
View ReportsBalance SheetP&L Statements Sales Reports
Timesheet InvoiceTotals by tasksTotals by employees
Add Project
Project DetailsBudget and Estimates CRM Won
Opportunity
Project Management
Receive PaymentSales ReceiptStatement charges
Accounting
Invoicing
You can create your own templates
Invoicing features:
Multiple currencies
Custom templates
Custom fields
Billable expenses
Product/service types
Different types of invoicing We want to create
recurring invoice and credit notes
Sales Quotes with Progress InvoicingWe want to charge our
customers partially
Import your own invoice templates
Contact us at [email protected] for importing your own invoice templates
Invoice documents can be sent as PDF in your own template
Accounting and Bookkeeping
You can create other accounting transactions
Sales charts
You can analyze your top customers and products
View Accounting Reports
You can provide access to your accountants or advisors to analyze the figures
Need more?There are a number of add-ons which you can enable:
Excel Plugin
Storefront
Need more? You can customize kpi.com under your own requirements:
Your own functionality/featureYour own tabs/fields/entities
Your own rules
Hide/Add additional tabsWorkflow rules/reminders
Custom sharing/access controls
Custom Fields, 2-level Workflows
Colors/Logo/TemplatesLevel 1
Level 2
Level 3
Rules
Settings
Wor
kflow
s, ta
bs,
shar
ing
Workflow Feature 1Section
1
Feature 2
Invoice
Colors Logo
Core kpi.com
Why kpi.com?
Benefits of kpi.com
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By adopting kpi.com, you will be able to enjoy the following benefits:
Transparency of processesLower Operational Costs Ease of Sharing
Improved Customer Service
Better Reporting Increased Efficiency
Kpi.com is Safe and Secure
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Physical securityIt is hosted on Amazon cloud
Network securityHTTPS protocol is used to encrypt
data
People and processes
Employees have no access to customer
data
We Offer Lot’s of Training Materials for Free
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Project Management overview: http://www.youtube.com/watch?v=_hLNlEVsqho
CRM: http://www.youtube.com/watch?v=2qFEjSawfCU
HR: http://www.youtube.com/watch?v=swYk62gTCwA
Accounting Videos: http://www.youtube.com/playlist?list=PLa7P0Qa2jO2X9tYQ9aVPV4NJ3F4C9sScW
Our video trainings:
Our help center:Our guidebooks:
Our Support Team is There For You 24 Hours
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We love our customers and they love us too! These Companies Trust Kpi.com in Running Their Business:
12,000,000+ Projects
1,550,452+ Timesheet entries
4,458,263+ Invoice Documents
526+ Companies
Signup For a Free Trial
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It’s takes less than 60 seconds