Project Management based on SAP Business One is an affordable industry solution for small and midsize businesses of the professional services industry. The solution helps you to manage your entire business by integrating all critical business
functions, from business partner data management, opportunity management, accounting, financials, service and travel expenses entry to up-to-date project analyses. Maintenance of the set up systems is possible via the Internet.
Moreover all project team members have the option to access the project data with mobile applications.
For more information, please contact Blue Ocean Systems Pte Ltd at:
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Tel: +65 63977258
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Managing Projects Efficiently using SAP Business One for Professional Services
1. MANAGING PROJECTS EFFICIENTLY Product in brief
ProjectManagement
based on SAP® Business One
through uniform project data from planning for Professional Services
and management to analysis:
- a comprehensive, integrated system
- mobile data access ProjectManagement based on SAP
- cost transparency Business One is an affordable industry
solution for small and midsize businesses
of the professional services industry. The
solution helps you to manage your entire
business by integrating all critical busi-
ness functions, from business partner
Are you a decision manager of a midsize Project Controlling: Up-to-the-minute data management, opportunity man-
professional services company and wish for a project analyses, such as degree of agement, accounting, financials, service
better transparency and a simplified informa- completion, breakeven analysis or KPI are and travel expenses entry to up-to-date
tion retrieval? Do you need an IT system that available at the touch of a button and are project analyses. Maintenance of the set
supports your entire business processes? partially prepared even graphically as a up systems is possible via the Internet.
Would you like to increase the efficiency of dashboard. Moreover all project team members have
projects and automate or accelerate internal
the option to access the project data with
workflows? Accounting: Recorded and approved
mobile applications.
services and travel expenses are invoiced
Then many reasons speak for and posted directly by the accounting
ProjectManagement based on department through a billing wizard.
SAP Business One:
Mobility: The Web Client and Mobile
ProjectManagement caters for the entire Client enable you to access data irrespec-
workflow of small and midsize profes- tive of location and time.
sional services companies: from sales,
purchasing, accounting and financials to Maintenance/Service: The system in-
service and project management. cludes a Support Desk that allows record-
ing maintenance cases. The handling in
Business Partner Master Data: Informa- the Support Desk is documented both by
tion on business partners is stored only the customer and the employees of the
once in the system and is available to all service team.
employees. Many master data are used
automatically, for example in documents.
Project Calculation: ProjectManagement
helps you calculating and creating project
"Our productivity is so much
budgets. You can also compare real costs
with budgets at any time. better that we could absorb 50 %
more business without staffing
Project Management: The solution up. And with all the new visibility,
enables an effective planning of resources
and resource pools with display of the
we can increase our chances of
available capacity and allows tracking the seizing the most profitable op-
resource costs and the used resources. portunities."
Service and Travel Expenses Entry: Jason Miceli,
Project-related working hours and travel CFO and Senior Network Engineer,
expenses can be captured in the system CSDNET Inc.
via the Internet or per smartphone.
2. "Distances play no longer a role
for us. With SAP Business One our
processes mesh also beyond bor-
ders and project objectives can be
easily achieved."
David Ploog,
Managing Partner, m2p Consulting GmbH
Efficient Project Management
Transparent Calculation Approval of Hours, Items or Travel Expenses
When planning projects, ProjectManagement The project manager can decide which of the
calculates automatically in the background recorded services, items or travel expenses
the costs of the individual resources (employ- are approved for billing to the customer.
ee's hours and items). This eases the quotation
costing and allows you to quickly recognize Automated Project Accounting
whether your planning is within the budget After data approval a billing wizard assists
and thus whether the project is profitable. the accountant in invoicing and posting.
ProjectManagement provides many differ-
Simple Resource Planning ent accounting types, e.g. accounting at due
resource planning with availability display
ProjectManagement enables different forms date, recurrent accounting, accounting by
of planning. You can, for example, plan milestones, at cost or at fixed price. The data is
resources in the Gantt chart with the drag & transferred to the financial accounting at the
drop function. The display of the available push of a button and the system generates
capacity visualizes whether a resource is an open item for the customer. After the data
available at the requested time. has been checked by the accounting depart-
ment, the travel expenses are paid to the
Project-Related Service Entry employees with the next payment run.
The project team members capture their proj-
ect times in hours or by specifying the exact Cost Transparency at the Push of a Button
start and end time. If they have neither online The data on current or planned projects, such
nor offline access to the standard system, as planned and real costs and resources, is KPI Dashboard
also employees in the backoffice can record available at any time. ProjectManagement
hours for these colleagues. Material costs provides freely configurable reports in the Maintenance with the Support Desk
that incurred for a project are assigned to the requested layout at the push of a button, You can manage requests to customer prod-
particular project by the project manager. including degree of completion, breakeven ucts with the Support Desk. Your custom-
The current project status, completed work analysis, project totals, employee's hours, ers can record, prioritize and comment the
packages as well as the subjective degree of comparison of target and actual hours, requests online and both your employees and
completion are documented in the system remaining volume and much more. Some the customer are able to document the work-
by the project team members. This means all reports, like KPI are prepared graphically and ing steps. Service level agreements (SLA) en-
project team members have always access are displayed as a dashboard. able you to define also reaction and solution
to up-to-date information and the project times relating to the project. The employees
manager can update his planning according to Mobile Client: data access capture their working times for the services
the needs. independent of location and time which after the approval are invoiced per
You have mobile access to all master data request or based on the handling time.
Project-Related Travel Expenses Entry or you can access the data via Internet or
The project team members can also capture smartphone. Many function are available in
project-related travel expenses and account the Web Client, some of these functions are
for the expenses internally. The entry is very already accessible in the Mobile Client, such
easy because the system includes already the as time sheet entry, document view, vacation
allowances according to German law. approval and support ticket handling.
3. "We felt very comfortable with
local SAP Business One channel
partners Aztalan and MARINGO.
Plus, with a solution underpinned
by SAP's reputation and qualitiy
certification, we felt that our
future was in safe hands."
Peter Bresseleers,
Founder and CEO, INDEFF
Key Functionality
Business Partner Master Data Travel Expenses Accounting Mobile Client
detailed information on business partners integrated expense accounting smartphone technology: IPhone, Android,
all projects, sales orders, activities supports multiple currencies Symbian, Windows Mobile
addresses and contacts
Project Creation Project Approval project data
assigning project manager and team authorization concept time sheet entry
defining phase structure approval process for documents applications for leave
messages in case of status changes filter and search criteria project approval
document management distinction between performed and invoi- document approval
optionally: integration of the document cable hours Support Desk
management system ELO approval of hours, items and travel expenses
commission with accruals
Project Accounting
Project Calculation billing wizard
budget based on a selected resource different accounting types: e.g. service at
sophisticated project budgeting with cost, phases etc. Use-Case Scenarios
planning schema recurring invoices or batch billing e.g. for
budgeting based on G/L accounts maintenance invoices ProjectManagement based on SAP
multiple planning versions Business One is particularly suitable for
approval of planning versions Project Analysis professional services companies with the
sales quotation versions approx. 250 standard reports: e.g. balance following features:
layout in the corporate business design, lists, service journals, breakeven analysis,
easy-to-adapt degree of completion a) Midsize Business
dispatch per email including attachments all reports are easy to adapt or to expand - 10 or more employees
with Crystal Reports - 10 or more projects in parallel
Project Planning export to Word and Excel or PDF - heterogeneous software landscape
period planning, Gantt chart drill down functionality through the or- or older business solution,
capacity planning ange arrow that impedes cost transparency and
resource pool planning drill down analyses requires redundant data storage
displays: available capacity/excess planning calculation of work in progress with - interest to grow and/or to react
MS Project and MS Outlook interface posting in SAP Business One globally
configuration of dynamic dashboards with
Services and Travel Expenses Entry Crystal Dashboard Design b) Subsidiary of Major
data entry by the employees or in the Organization
backoffice Support Desk - 10 or more employees
entry with start and end time web-based - 10 or more projects in parallel
optionally: view of the planned tasks entry of support tickets by the customer - heterogeneous software landscape
online entry of services with Web Client assigning support team members who are or older business solution,
and Mobile Client responsible for the processing that impedes cost transparency and
vacation approval procedures integrated time sheet entry requires redundant data storage
service level agreements (SLA) - interest to simplify data exchange
upload of images and documents with the parent company