Setting up a uniform communication platform within companies and between companies and other parties (customers, suppliers, partners, etc.) is still not self-evident, even with our contemporary technological possibilities. A proliferation of e-mail traffic and the availability of information in various forms and through several channels often cause the necessary confusion and annoyance.
Setting up an approach to manage all information seems like a new challenge for each developing company. ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), PSA (Professional Services Automation) and other software productss focus on order processing, contact information, profiling relations, etc. However, these often ignore the fact that most information is in fact files in quotations, presentations, e-mails and letters. They offer incomplete solutions.
This is why we are happy to introduce business solutions based on Microsoft SharePoint Technology. This technology provides solutions for:
Ometa's solution structurally transfers tasks to your colleagues. Keep an overview of which tasks are taken on and which ones have been completed.
Our solutions provide an overiew of which version of the quotation was eventually sent to the customer. You can consult the revision history to find out which changes have been carries out. You can also see which quotations have been approved.
We preserve an overview of current contracts: the right version, the expiry date, the digital signature and any additional information about the contract.
SharePoint Client File does not just refer to CRM data such as company name and contacts. The package also remembers the connections between, for instance, the contacts with tasks, contracts, quotations and the content of these contacts. This will provide you with genuine control over everything!
The Ometa project template genuinely steers projects and team members integrally. Each participant can update data of the project, meaning that statuses are adapted in real time. No more half overviews and exceeding time and budget. Control over tasks, roles and team members through an integral overview.
Ometa keeps control of the right versions of drawings and specifications of your products and components. Get rid of incorrect specifications to supplilers and give your entry check the right tools.
Ometa enables the inclusion of product specifications and process descriptions in business processes. This provides an extra guarantee for your certification and quality of service vis-a-vis your customers.
Ometa scans and files invoices digitally, provides them with the necessary metadata and gets rid of thick folders and searching by hand. It automatically links metadata with data from the accounting system.
Ometa files finished projects, quotations, tasks, etc. and keeps them available for future reuse.
Ometa lets your employees share knowledge with each other structurally. No documents and presentations on their own computer, but integral, available and classified knowledge.
No loose software, but a complete connection to your current ERP (company automation) system. You can cooperate with almost any system, without difficult connections and implementations.
Do you want to secure (parts of) the solutions? No problem. On the basis of the latest technology, which is also used in electronic banking, you can guarantee an optimum protection of your business data. Furthermore, you can have documents signed digitally.