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
Procurement Management
The procurement management module enables the synchronization and optimization of purchasing processes for materials, products and services taking place within the organization. The system guides users through the entire workflow – from submitting a requisition, verifying and approving it, to issuing the product from the warehouse or initiating a new purchase process and finally to placing an order with the supplier based on a previously established contract. For public sector entities, gathered and consolidated purchase requests can trigger applications to initiate public procurement proceedings.
The access to comprehensive analytics of historical requests allows for informed approval of new requests in the system. Moreover, their consolidation into a single supplier order or a procurement application streamlines purchasing processes. Thanks to the integration of the Bosflow system with warehouse and supplier systems, purchasing can be carried out almost fully automatically. Procurement processes can be implemented in full or in selected areas, depending on the organization’s purchasing policy and the specific needs and nature of its operations.
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.
Most clients have highly qualified IT specialists on staff and, to optimize costs, expect a system they can independently administer and manage. Bosflow provides extensive options for parameterization and configuration by trained administrators. Modelling new, individual business processes using the form builder and process modeler can also be made available to administrators and other authorized system users.
