proRM Business Solutions for Sales, Resource and Project Management

Business Solut ions

proRM Business Solutionsfor Sales, Resource and Project Management

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E-Mail: [email protected] GmbHNordring 10090409 Nuremberg

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proRM Business Solutions for Sales, Resource and Project Management

seamlessly integrated with Microsoft Dynamics CRM 2013and Microsoft Dynamics CRM 2011

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proRM Business Solutions 360 Approach

Project Completion:

• Approval of work

• Project clearance

• Invoicing

• Reporting and Evaluation

Implementation:• Time and expense tracking

• Proactive project commanding

• Project controlling with advanced KPI structure and real time feedback

• Project Team communication

Forecast:• Revenue forecast

• Resource utilization forecast

• Estimated to complete feedback

• Attainability forecast

Project Planning:• Project detailed plan

• Budget distribution for project levels

• Resource allocation - skills & availability

• Real Time project status

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Project

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Project Management

ResourceManagement

ActivityManagement

InvoiceManagement

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proRM Project Tree gives you the possibility to view all the projects which are currently in progress or inactive ones which are archived or in the planning state. It allows to select necessary parameters by resources or project dates in order to view and control all processes.

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proRM Project Gantt allows you to see all projects, subprojects, work packages and milestones, easily make changes, creating new items, and moving or deleting them using the drag and drop function. It shows the progression of projects, demonstrating their current status, visualizes complex dependencies and highlights a Critical Path.

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proRM Budget Planning helps to take control of the budget processes. It allows to distribute available resources within one project in case one subproject needs more assets and the other project has resources available.

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proRM Controlling Manager allows having an overview of all projects` current status simultaneously or separately. It demonstrates whether projects are staying on budget or not, the number of hours that employees require for completing tasks, and how far along the project has progressed.

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proRM Approval Manager shows all the entries made by employees and by the Project Manager. It allows to create bookings, check and correct the entries of employees and approve them making it possible to transform them into an invoice.

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proRM Template Editor allows you to save all special document structures as various templates which can be used directly within proRM Project Gantt.

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proRM Bulk Booking gives a chance to rebook entries to another project. It means, that it is possible to pick out necessary bookings and allocate them to other projects or subprojects –having to move them one by one, but all selected entries at once.

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proRM Resource Gantt offers an overview of the capacities of employees and other assets such as vehicles, machinery, office-space, etc. within the company in a Gantt Histogram view.

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proRM Resource Planning optimizes planning options. It provides an opportunity to browse the Working Time Model for each employee which shows the terms of validity of certain resource, regular schedule, and annual vacation time. The application shows the most important values for project management such as Hourly Rate, Estimated Efforts, Total Efforts, and Estimated Time to Complete.

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proRM Resource Assignment gives access to view the expertise profiles of employees. It allows being confident that the abilities of employees are fully utilized and helps to find employees with demanded skills and available budget.

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proRM Workload gives a possibility to observe available and occupied capacities of employees and their current workflow. It allows to view the information about time, which is spent by each employee or a team to perform the tasks, to observe whether they use this time in a productive way, and to get ideas about how to improve their working processes.

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proRM Tracking allows the Project Manager and employees to make bookings, having a better overview of the project situation, and the ability to link expenses and add reports and receipts.

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proRM Fast Tracking is available through CRM and allows an employee to make an entry if they are assigned to a particular project. It gives full options to make a complete booking, make changes in made entry, and correct the date or description of a certain booking.

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proRM Tracking Manager allows Project Manager to be able to make not only own entries, but also bookings, planned bookings, and different expenses for employees. It is also possible to close a booking period.

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proRM Outlook Tracking allows to synchronize activity in MS Outlook and CRM system, to make bookings within MS Outlook and to close necessary period.

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proRM Windows Tracking is an external tracking client, which gives a possibility to track time and expenses from operating system without entering CRM.

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proRM Windows Phone Tracking is an external client, which allows to track time and expenses directly from Windows Phone.

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proRM Web Tracking is a web-application for external tracking of time and expenses.

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proRM Invoicing Manager allows to create invoices after they were checked and approved. There are also several possibilities to make changes before sending the information to the final version of the invoice. This ensures that the final version of the invoice is absolutely correct.

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proRM Business Solutions for Sales, Resource and Project Management

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