Controlling
Onboarding › Controlling
Vertec offers various options for controlling company processes and as a basis for strategic developments.
Business intelligence module
All data entered in Vertec can be evaluated with the business intelligence (BI) module, which enables a business evaluation of all performance data. In order to be able to show evaluations efficiently even over longer periods of time and with large amounts of data, the data is pre-calculated by means of scheduled tasks, which means that all predefined and pre-calculated KPIs are available during the query.
A BI API (Application Programming Interface) is available for querying BI data from external applications or directly from Excel.
BI measures and views
Many predefined views – representations of evaluations – and the necessary measures are supplied by Vertec as standard. However, these can be adjusted and expanded independently to reflect the company-specific view.
By looking at different dimensions in different views, CRM and ERP data becomes important information for business management.
Folders and lists
Evaluations can be created using folders. The keyword folder is a simple way to categorize objects in order to evaluate them quantitatively. The contents of folders are displayed in clear lists with calculated data depending on the evaluation needs.
Keyword Folder
Reports
Vertec provides various reports for evaluations in report form, including project work, user reports and invoicing reports.
Reports
Additional Features
In connection with invoicing, the following additional features are available:
Bi revenue forecast from phased budgets
Implements the BI measures “Revenue forecast from phase budgets” and “Revenue forecast from phase budgets weighted,” with which the fee budget of project phases can be displayed linearly over the cycle time of a project.
Knowledge BaseBi revenue forecast from resource planning
Implements the BI measures “Revenue forecast from resource planning” and “Scheduling difference,” which enable a forecast of the expected revenue.
Knowledge Base