Onboarding ” Control
Vertec offers various options for controlling company processes and as a basis for strategic developments.
Evaluations can be created using folders. The keyword folder is a simple way to categorize objects in order to evaluate them later, for example, quantitatively. The contents of folders are displayed in clear lists with calculated data depending on the evaluation need.
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 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 Kpi are available when queried.
a BI API (Application Programming Interface) is available for querying BI data from external applications or directly from Excel.
Many predefined views – representations of evaluations – and the necessary Kpi 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.
Vertec provides a variety of reports for evaluations in report form, including project work, about the user, and for invoicing.
The following additional features are available in connection with invoicing:
Implements the BI KPIs “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 BaseImplements the BI Kpi “Revenue Forecast from Resource Planning” and “Scheduling Difference,” which enable a forecast of the expected revenue.
Knowledge Base