moduł bosflow
Project Management

Project Management

The project management module enables the convenient planning and ongoing handling of various types of projects: investment, research, educational, commercial or training. The system allows for planning and settlement of projects funded internally or externally, including both short-term and multi-year ones. All data and documents are clearly collected in a project file, which can contain: contracts, correspondence, public procurement requests, emails, notes, schedules and other documents related to the project. The module also supports the detailed planning of individual tasks and generates notifications about significant project events.

Korzyści:

  • Comprehensive management of multiple projects simultaneously
  • Ongoing monitoring of projects from an organizational, financial and personnel perspective
  • Direct access to all documents and information related to individual projects
  • Full control over project budgets and expenditure

Project Planning and Organization

Creating a project file in the system can be preceded by a workflow for approving the project request. The project file includes complete project information from its creation through the implementation and settlement. Setting up a project file involves defining, among other things, the project title and description, implementation period, sources of funding and project team. At this stage, the project budget is also defined.

Project Scheduling

The system makes it possible to define project phases, tasks and sub-tasks, to create links between them, to assign responsible individuals and to determine deadlines and sequence of execution. Stages and tasks can be triggered manually or automatically, either in parallel or sequentially. Tasks can be paused and restarted, notes added or reminders sent - all via a graphic panel. The schedule is also available as a Gantt chart.

Project Budgeting and Settlement

The module enables the creation of cascading budgets based on projects, tasks and analytics accounts defined in Bosflow or imported from an external system. The project budget shows planned, reserved and actual expenditure. Project budget settlement depends on associating budget items with documents that impact their execution, such as invoices or orders.
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moduł bosflow

Registry Office and Administration

The registry office and administration are the areas typically first to be covered by process automation and electronic document workflow. Most documents from outside the organization, regardless of channel, are received by the registry office or reception and this is also the point from which documents are sent to external entities. The registry office and administrative departments are also responsible for the internal distribution of documents, archiving and planning as well as organizing work within the unit. Automation of processes in these areas ensures the smooth functioning of the entire organization and positively shapes its perception by external stakeholders.

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moduł bosflow

Device and Infrastructure Management

The device and infrastructure management module has been developed with technical and maintenance departments in mind. It enables the comprehensive management of all infrastructure owned by the organization: buildings, devices, machines, apparatus and IT equipment. Asset record cards can correspond to the fixed asset register downloaded and synchronized cyclically from the ERP system or serve as independent files for assets that do not have a corresponding record in the fixed assets register. Within this module, processes can be managed for changing usage locations, reassigning assets, equipment removal permits, asset disposal and creating BDO (Waste Database) cards.

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moduł bosflow

Bosflow Integrations

Integrating with other systems, applications and tools is an essential part of implementing the Bosflow system. We continuously introduce integrations with all solutions required for public sector entities, such as e-PUAP and PEF (Public Electronic Invoicing Platform). We also provide dedicated integrations for individual clients with their existing systems, focusing primarily on financial-accounting, HR and payroll and domain-specific systems. To date, we have successfully implemented and operate integrations with many ERP systems, including Infomedica, SIMPLE.ERP, Symfonia and Impuls EVO.

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