1. customer-centric, automatically collect the customer's project, with the customer signed a contract, how many projects, the contract settlement of the settlement, the project construction and other data overview;
2. the establishment of customer flow mechanism, the management of customer resources allocated to the customer to follow up the process of sales staff replacement, customer resource information related historical follow-up information (such as historical business log, offer and other information) Customer follow-up;
3. a number of customers to follow up the business opportunities to follow up the management, business opportunities to follow the log, resource applications, quotes and other information to predict the probability of future business opportunities and transaction expected amount.
1, the management project from the project reporting, registration, program review, opening feedback, successful notice, the project business process process;
2, the statistical company at all stages of the tender (reported, registration, tender, winning) the number and amount of distribution data, analysis of the company's business operations (inverted triangle);
3, the tender process associated with the use of documents, integrated processing of documents locked and unlocked.
1, the establishment of margin and deposit account, deposit deposit application and recovery in the account arrived;
2, real-time grasp of the project margin and deposit situation, promptly remind the deposit deposit to recover;
3, the establishment of the tender guarantee account, the letter of the application and thawing write off;
4, real-time grasp of the project guarantee situation, promptly remind the letter expires thawed.
1, signed with the external documents signed a contract;
2, according to the contract terms of payment, the preparation of the payment fee payment plan;
3, payment application, write-off documents linked to the payment plan;
4, statistical documents linked to the cost of the situation.
1, in the project project, the development of project participants, generate project team members table;
2, the project members to change the cost of changes, personnel changes, the project data permissions set by the role of permission to change.
1, according to the project contract collection, billing, to achieve the project contract clearance, ticket clearance;
2, the receipt of specific settlement details to support the annex to upload;
3, to customers, projects, works contract as the center can view the collection, billing, change;
4, automatically generate the project revenue contract account and income account; generate billing records account.
1, the budget is the total cost of the project cost control system, through the account of the cost of the cost of the available amount of the amount of dynamic data changes to control the contract costs and non-contractual expenses, through the budget can be paid to control the amount of money All contractual and non-contractual reimbursement payments;
2, real-time to grasp the available amount of the budget for the project manager and leadership to provide accurate budget data to facilitate the decision-making approval.
1, the total price of the contract at the time of signing the contract, according to the contract agreed to the number of receipts and payment conditions, as the contract of the collection plan, and plan the collection point of time, as a basis for future payments to predict;
2, non-total price of the contract in the project settlement, according to the settlement amount, the amount of settlement payments in phases, and the development of collection time point, as a basis for future collection of income;
3, in order to ensure the accuracy of the collection forecast, the collection plan has changed the project, the project staff to periodically adjust the collection plan.
1, to the quota list as a subcontract signed basis, through the fixed amount of completion and subcontractor settlement payments, through the subcontractor list of the actual completion of the project volume and unit price comparison control, to control the settlement of the contract cost;
2, professional subcontract approval, change, payment, ticket;
3, do the contract section clear, clear votes;
4, the project subcontract settlement settlement accounts payable statistics.