Your requirements:
All data and documents belonging to a particular customer or contact have to be easily and quickly accessible in any form. This could be telephone number, private address, day of birth, the last order, the sales volume of last year, open issues, mails from last week or the next appointment. Information once collected should be accessible in any form for marketing and reporting. Starting with sales support and tasks for sales management to the point of offer and order controlling will be expected. Marketing staff, customers and interested parties should be integrated within the sales processes.

Our concept:
People are the centre of the CRM module. All data connected with a person can accessed with a few mouse clicks. Each contact and action of a person will be documented in so called "activities". These activities contain also emails and documents. Depending on the requirements of the sales process you can define activity types, such as visit, presentation, request, offer, order and so forth. The activities can be bundled into projects and be distributed within the sales department, at which activities can be directed explicity to any employee. Priorization of activities respectively customers combined with resubmission allows the handling of many customers and many requests by a relativ small sales team. Offers and documents can be completely individualized; with the help of templates and the interface to MS Office (that means filling of the bookmark by Sta*Ware COM interface) you will still be able to create standardized offers in Word within seconds.

Features:

• complete address and personnel records
• relation company -> person and person -> company each with 1:n
• comprehensive contact history
• continous notepads, on request not changeable
• additional data for any attribute
• keyword system
• duplicate control during input on existing address or contacts
• master data for countries, postal codes, places, and area codes
• any definition of address groups
• unlimited number of telephone numbers and email addresses
• security architecture for access and editing
• definition of personal addresses and email distribution lists
• many groupware functions such as notice, resubmission, reminder, ToDo lists
• timetable with functions for group-dates
• customized email/mailing system
• direct connection of addresses with debtors and creditors
• substitution arrangement

Your Benefits:

• complete and compact CRM system
• direct implementation in InfoCenter, DokuCenter and ERP-sales modules
• synchronisation of dates and contacts with PDA
• centralised company-wide valid address records
• comprehensive and easy search with Sta*Ware filter, using arbitrary filter criteria
• fast and flexible definition of sales processes
• fast and easy generation of MS Office documents
• web portal access to all data (also available for customers or other interested parties)

Your requirements:
Due to the growth of information volume at work the need of up-to-date and complete information increases. Information has to be complete, accurate, quickly accessible and in the right format and to be integrated with in the business process. Information has to be captured only once and available for all staff entitled to use it. Besides convenient search facilities automated notification systems are vital.

Our concept:
Sta*Ware InfoCenter has a clear user interface to present any information. Information could contain internal notices, emails, correspondence, safed files or any other data field and keyword. Sta*Ware InfoCenter arranges all types of information and information types within so called "activities", which serve also as framework for individual business transactions. These activities can be arranged in a project hierarchy with optional project levels and subprojects. The ability to search on properties of activities, for example, title, activity number, type of activity, project relation, contact, resubmission, filing or priority, simplifies considerably the administration of archived information. Users can generate more complex queries using the Sta*Ware filter technology. Using manually or automatically distributed notifications it is very easy to inform affected users about new or changed information.

Features:

• activity types to categorize activities
• automated bundling of emails and documents to activities
• definition of projects and subprojects
• automated administration and generation of file deposition/filing
• generation of filters for any search criteria including full text search
• integration of hyperlinks and HTML pages
• document preview
• forum functions for "shared information"
• automated classification of incoming mail into the correct context
• custom mailing features implemented in incoming and outgoing email
• wide range of security settings for users and activity types using role and group models
• confidentiality of activities and projects
• notification rules to announce automatically special status of activities defined by workflow settings

Your Benefits:

• latest information always and easily available
• transparent information with regard to the access rights
• bundling of any piece of information to one activity including traceability by process history
• no unnecessary duplication of data and documents in multiple mailboxes
• direct implemention in CRM and ERP system

Your requirements:
Business processes are often not workable also they are adequately documented. This is caused by decisions wether made out of the system or not presentable in the system because the complete description of the processes is not guaranteed. Allover documentation of business activities, as required for QM systems, is often ensured only by using paper files. Changes of business processes need wide measures to train and inform the employees.

Our concept:
By using custom activity types business processes can be defined previously. All the required workflow functions, for example checklists, notifications, automated reshipment, ad hoc rules, and comprehensive security settings, can be defined for the activity types. Multiple activity types can be merged into one business process. Check lists, activity history and bundling of all information, documents, notices and emails, that were collected during one activity, are helping to document and comprehend the activity later on.
Changes in business process rules can be defined and tested in advance, which ensures the implementation without major training effort.

Features:

• freely definable activity types by
  • checklists
  • functions for involved parties
  • security and visibility
  • rules for notifications
  • additional data, keywords
  • templates
  • workflow
• predefined templates for sales, purchasing, service, business trips and so forth
• direct implementation in DMS, CRM, ERP and project management
• comprehensive history for each activity
• support for organising the QM manual
• reference to context-related process definitions, work instructions, templates and forms for each step of a procedure

Your Benefits:

• ability to implement not only the main business processes but all side processes in one system
• coexistence of fixed workflow rules and ad-hoc workflow rules
• complete activity information with one mouse click
• easy administration
• easy modification of business processes
• direct access to all functions of CRM, ERP, document and project management

Your requirements:
Besides standards as good overview, as many different views as poosible or a good structure, the reference to active business process within the appointment calendar is often required. Simple and quick access, regulated by access management and group views, to external scedules is essential. If possible resources such as cars, rooms or projectors should be managed as well in the appointment calendar.

Our concept:
Dates are not handled as single dates but directly implemented into business processes, projects and activities. Documents, emails, notes and so on, that are part of the current activity, can be accessed from the appointment calendar. In combination with the time recording system, the work center calendar and the absence management the appointment calendar povides holidays and public holidays, even regional variations. Sta*Ware has the appoint calendar designed for people, internal and external, as well as for any other resources. Rights for viewing, creating, editing and deleting entries can be structured precisely. Furthermore only the blocked times are shown for private or confidential appointments. Using a standard format it is possible to interchange appointments with any foreign system and external business partners. Sync ML synchronisation allows dates to be replicated to PDAs.

Features:

• appointment calendar for single user and groups
• views for day, week, month, and year
• display of users, as well as resources and external staff
• ability of synchronization with PDAs
• interchange with external contacts via iCalendar (RFC 2445 format) and email
• work center calendar with public holidays including regional details
• direct implementation in the time recording and attendance overview for display of holidays and sick days
• predefined business process for approval of holidays
• sharing of activity information and therefore direct implemented into the CRM, ERP, DMS and project modules
• freely definable colored labels and markers
• control of overlapping dates including proposals for next date
• automatic notification of upcoming dates and time limits about to expire

Your Benefits:

• centralized date book wholly implemented in CRM and ERP modules with all the features of a standard calendar
• no redundancy to other systems
• project management bears appointments in mind that are already fixed
• inclusion of ad-hoc resources

Your requirements:
Nowadays communication with customers, interested parties and business partners relies more and more on email, even in B2C (business to customer) dealings. Many emails have widely replaced the conventional business letter and serve as contracts, or at least as firm commitments. For documentation and the purposes of due diligence such emails have to be stored and archived. Some large organizations also use their email system to share information internally with the disadvantage that the recipients often do not want this information and each of them has to organize it individually for themselves; however, when they need it, they may not be able to find it, because they do not have access to other people's mailboxes, where it may be stored. Users in key positions continually complain about the quantity and the complexity of emails and the lack of content filtering or content-related spam filtering.

Our concept:
To avoid breaks in business processes and the flow of information, Sta*Ware decided quite early to develop its own mailing system. This ensures complete documentation, traceability and automatic assignment to the appropriate context, that is, to the appropriate business activity. Besides the standard features of a mailing system, Sta*Ware has created some features essential for the internal distribution of information, to avoid the annoyance of repeatedly forwarded emails. Emails are required only to communicate with people outside the organization. Filing and archiving emails is done in the same way Sta*Ware organizes files and documents. Sophisticated right management separates private from business-relevant emails and permits access to other people's emails according to the users rights on a project. Comprehensive functions for filtering and searching, including full text search, are available.

Features:

• email client directly accessible from all modules
• context-related pre-configuration of recipient lists, attachments, subjects, addresses, titles and mail content
• definable signatures with corporate identity, which users cannot change
• multiple signatures and reply-to addresses, configurable for each user, can be selected when sending
• auto-ZIP of attachments when sending
• text and HTML mode
• substitution of template texts (analogous to Microsoft Word documents filled by Sta*Ware COM interface)
• central master data for people and adresses, but individualized mailing and private addresses possible
• serial mails, where each addressee receives a personalized email
• transmission via SMTP, SSL optional
• time-controlled incoming emails using POP3 and IMAP mailboxes
• autoreply
• forum for multiple addressees in the same company (attachment and text will be imported only once)
• automatic assignment of incoming or answered emails to activities and projects
• content-related spam filter with individual or administrator rules
• manual email import interface e.g. for MS Outlook
• automated archival, as EML, MSG files or in the database, according to predefined rules

Your Benefits:

• implemented in the CRM, ERP and project modules
• more features and more advanced features than standard email clients
• one central filing system for the whole company, consisting of projects, activities, documents and emails
• no loss of information because emails have not been forwarded manually
• no redundancy in master data or documents

Your requirements:
Each document has to be stored electronically. Each file must be classified and accessible according to an authorisation scheme. Searching for and within documents must be as simple as possible without using the Windows explorer. Documents that are no longer needed must be archived and protected against further write accesses, or must be deleted. If possible document should be accessible on a local notebook for customer visits.

Our concept:
Sta*Ware implements complete document management in their CRM, ERP and project modules. Associating several documents with activities, processes, and projects enables the user to grasp the entire history of the documents at any time. Even incoming and outgoing emails linked with a particular document can be displayed in the integrated email client. When generating new documents, the user chooses from a variety of context-dependent templates and sets the primary attributes: title, author, type, mode, language, and so on. The document is then created in a directory that is administratively predefined, automatically named, opend and filled with data (MS Office). A scanner modul, drawing administration, integration of internet links and archive functions complete the document management. With that paper or filing cabinets are dispensable for the daily work.

Features:

• automated depostion of files in filesystem by preconfigured rules
• overall deposition regardless of location via UNC
• administration of models and templates connected to persons in charge and to activity and process types
• electronic project file with output/export function for Notebooks or customer/client documentation
• automated PDF generation
• discretionary filtering of documents by properties and attributes
• integrated full text search
• administration of QM documents, for example, work instructions, process reports and descriptions, and forms, all of which are accessible according to context
• generation of number range for QM documents or similar
• administration of revision including approval and archiving
• notification function for changes
• administration of check-in/check-out for teamwork with external users
• archiving of incoming and outgoing emails as EML or MSG file
• automatic detection of dublicate files during incoming email to internal involved parties and creating of forums

Your Benefits:

• all documents and data files can be electronically administered
• users no longer need Windows Explorer
• the physical storage of files takes a back seat, because users open documents in Sta*Ware InfoCenter, where they can be organized according to administrative criteria
• no opportunity for errors in the physical storage of files
• direct links between documents, activities and processes, projects, and emails
• access to emails and documents of working colleagues through the activity without long-winded substitude rules in the mailboxes, and with that access always to the latest active version
• support of team work and collective creation of documents

Your requirements:
Easy, safe and quick creation of documents, especially for MS Office, saves time and prevents user errors, which affect the business in a negative way. Even unskilled users should be able to write perfect business letters without the annoyance of having to type addresses, titles, items on offer or other data that is obvious, well-known or has already been collected. The documents should be prepared for each business activity and multilingual wherever applicable.

Our concept:
By using an MS Office interface, Sta*Ware can fill in arrays and data fields in MSOffice documents from the database. When opening such a document in Sta*Ware InfoCenter, an update mechanism fills the marked passages with the appropriate data from the current activity, process or project context. Templates are easy to create because the passages to be filled in are defined in bookmarks, whose name specifies the data that will be inserted later. The Sta*Ware COM Server is only active at the moment when the document will be opened. With that the standard installation of MS Office is sufficient.

Features:

• COM server opens MS Office documents and defines and completes bookmarks with values from the database
• users can change and save documents
• existing documents can be updated again at any time
• around 600 standard bookmarks are included
• administrators can create further bookmarks as required
• for offered items, lists of involved parties or other data with a 1:N relation a bookmark mechanism in table form is provided; for this mechanism one line of the table has to be defined, the copying will be done automatically
• any data field in the database can be used
• templates dependent on country, language and user are provided for the transfer of optimized addresses, titles, headers, footers and signature rules
• supports starting from MS Office 2000

Your Benefits:

• quick and easy generation of MS Office documents
• immediate and complete implementation of a corporate identity
• considerable reduction in the number of templates
• business documents, company names, GF-changes, and so on can be modified quickly and easily because they can be configured in the database
• optimized address lines, headers and footers depending on the addressee's nationality can be defined without extra template or model
• business documents, such as offers, orders and invoices, are retained, including all their alterations, as archives

Your requirements:
While the predominant requirement for a project control system is the ability to handle projects in a simple and straightforward way, QM matters are increasingly coming to the fore. Although regular meetings in projects are still quite common in many companies and will continue to be, the additional use of modern communication tools can save a lot of time.

Our concept:
Sta*Ware links individual activities and processes from the InfoCenter into projects, which can be part of a lead project or contain projects themselves. By use of the project tree or the search fields, users can quickly and selectively switch from one project to another and check all topics connected with a project: work progress, project team, checklists, time limits, deadlines, scheduling, emails, control figures, calculations, budgets, material usage, and so on. That way the project leader (or user) is able to recognize changes and counteract immediately depending on his rights. Project planning and controlling are two more tools available.

Features:

• multiproject-system
• project hierarchy including any number of subprojects
• phases for delimiting sections of the project by time or for classifying activities and processes within the project according to content
• electronic project file for emails and documents
• version control for customer documents, for example plans, reports, and contracts
• checklists, notes, and documentation definable and available for each project
• definition of project teams including internal and external staff
• members of the project team are automatically allocated and linked to a project
• simple internal allocation of tasks by project managers
• clearly laid out project and task lists
• forum function for distribution of regular meeting tasks
• direct linkage with ERP sales and purchase: offers, orders, invoices, etc. are generated with reference to projects
• model projects respectively finished projects as copy draft
• sophisticated authorization scheme based on divisions, locations and team membership
• overall deposition regardless of location

Your Benefits:

• information about the current project status quickly and easily available
• direct integration with CRM, ERP and document management
• explicit electronic control of projects by the project manager with the facility to handle deadlines and resubmissions

Your requirements:
The main questions regarding project planning are: "When is the deadline of which issue?", "What comes first and what is more important?" and "Who is able to do it?". Frequently several projects have to be processed at the same time. When this happens, projects already planned often have to be altered quickly because of external changes to deadlines, dates, or project details. For customer meetings graphical project plans are very important.

Our concept:
Project planning is part of project management and has predefined templates. The user decides, if and how detailed he likes to plan a project. He/She can use predefined templates or copy already finished projects. For the project additional steps, checkpoints or dependencies can be implemented. Using the necessary resources and dependencies, the planning mechanism arranges the steps and phases on the timeline regarding the requested resources and draws the critical path. Steps and phases planned automatically can be moved manually, when dependencies permit. Completed tasks are directly factored into the project planning respectively into an individual todo-list, which consists of may projects. Finished duties and closed checkpoints will be entered directly into the project planning. For each step or phase, the actual working times recorded for the resources are compared with the estimated values.

Features:

• project planning based on predefined templates
• order of steps and phases can be configured in regard to dependencies (like start-after-start, start-after-end, start-before-end, etc.) and with a fixed delay
• expansion of steps or phases can be predefined, or can be made to result from dependencies on other preceding or succeeding steps or phases
• allocation of resources by step or phase (in hours or days)
• via planning mechanism (in the middle, everything to the back, etc.) the critical path will be calculated at any time
• checkpoints mark decision-points or uncertain, external, future influences
• 'GANTT' chart for displaying projects
• graphical interface for controlling the efficiency of resources
• planned steps or phases are automatically allocated to users via their task lists in InfoCenter
• finished steps or phases are automatically marked and will not be considered for redesigns
• steps or phases only partially completed are planned using only those planned hours or days that remain (only with the Sta*Ware time recording module)
• ability to freeze steps, phases and checkpoints, so that they can not be changed by further plannings

Your Benefits:

• direct integration with InfoCenter, ERP and time recording modules, so that automatic feedback is at hand
• project schedules for customers and business partners are clear depictions of the current project status rather than appearing to be elaborate artwork
• checklists, which very often already exist for QM reasons, are part of the planning engine and automatically influence the current project schedule
• creating new projects or replanning or rescheduling existing projects, including reallocating tasks because of changes, is simple and quick

Your requirements:
Project managers need the latest figures from sales and purchasing, details of materials consumption, information from financial accounting and project control, and project invoices to be available at any time.

Our concept:
On the basis of the project structure, which can be defined in InfoCenter, the project manager is able to produce estimates at any level of detail. For a new project estimates can be based on templates or derived from existing projects. They can be adjusted during the project's lifetime, but the current state can be documented. The budget management is now able to define budgets within each cost type based on this estimate and a potentially received order. For an internal project, where there is no order, the budget will be assigned to the appropriate major projects. Predefined key figures/financial ratios enable users to control a project's success and budget compliance at any time. With the project reports it is very easy to filter and analyse the project stock.

Features:

• project estimates on the basis of
  • resources
  • distributors and contractors
  • usage of materials
  • travel expenses
• budget management on the basis of these cost categories for projects to fulfil external orders or internal projects
• definition of key figures for calculating project earnings and profit, budget remaining, outstanding items, and comparison of targets and actuals
• automated totals of ERP figures (offer, order, bill, reminders and payment sums), times and costs from the time registration and other for provisioning, product costs per project
• ability to display figures (totals and key figures) on a timeline for chronological allocation
• current figures at any time - no calculation step needed
• notification and control sysem for project leader to recognize changes at a glance
• filter and report for any combination of projects with correspondet total line
• aggregation of filtered projects by department, customer, cost category, period, owner, and branch, location or plant
• direct export of project figures to Excel available
• integrated Pivot function with storable settings

Your Benefits:

• very quick and easy to survey current and updated figures
• authorized users can access details at any time
• import of figures from financial accounting into Sta*Ware, with generic 2-way interface (e.g. reminders and payments)
• integrated filters make it possible to assess the project's success and the profit per customer, department, branch or location, and so on

Your requirements:
The main focus is easy and individual creation of offers and orders based on free text positions, product catalogues, sales items and price lists. It must be possible to structure, classify and estimate costs for complex offers and tenders and to integrate orders instantly into production and project planning. Forecast, sales control, invoice, flexible and easy reports are also required. Links to financial accounting are essential.

Our concept:
Within Sta*Ware, vouchers are treated as a normal type of activity. Besides voucher attributes hold these activities also the character of a normal Sta*Ware activity including features like workflow-definitions, security, check lists, automatical notification, and so on. Vouchers can contain documents and emails and are, like all activities, searchable via filters and search functions. Vouchers and associated items can be directly related to projects. The integrated catalogue of products and services together with sample vouchers and the ability to replicate vouchers mean new ones can be generated rapidly. Using the integrated classification function it is easy to represent even large offers and orders clearly. Even at an early stage of a project, the cost estimates, fees, and price list give users the necessary information on profitability and efficiency. The generic 2-way interface with the financial accounting system transmits vouchers with their initial assignments, and allows other business transactions, e.g. payments, to be returned.

Features:

• predefined standard types of activity for sales vouchers such as tenders, purchase orders, invoices (down payment invoices, part payment invoices and final accounts), credit vouchers, delivery notes, reminders, and allowances
• extra preconfigured types of activity for sourcing, factoring, service accounting, and fee accounting
• voucher positions based on product catalogue, material group or free text
• price lists with priorities, validity, volume prices and foreign currencies
• price lists definable by project, customer, customer group, or globally
• general product definition based on function/resources, external services, stock and commercial articles, or plain text
• currency appropriate to the voucher with due date conversion, where required
• ability to print vouchers easily using MS Office (Sta*Ware COM server)
• ability to handle multiple licensees and clients
• predefined analysis and reports for different types of vouchers, customers, groups of customers, projects, periods, etc.
• ability to produce customized reports using any criteria
• Pivot function based on filtered data
• export/output of selected data into/in excel by one click
• number groups for generation of serial numbers
• adminstration of sold issues (e.g. software licenses, prefabricated houses and so forth)
• financial accounts for debtors, groups of customers, products, projects, VAT codes and so on definable

Your Benefits:

• ability to define and extend additional voucher types at any time
• completely integrated into CRM, DMS and project management
• direct connection to the purchase and inventory management modules
• two-way integrated generic interface to financial accounting able to handle multiple licensees and multiple clients
• integrated administration of serial numbers, warranty periods, and processing of complaints

Your requirements:
Especially project oriented companies have difficulties to handle the purchase. A system for an electronical process is mostly missed. For that purchase invoices are distributed on paper, in which due to the lack of an order the detection of the responsible person in charge is very complicated. The papers have also sorted a second time for prompt payment discount and booking after the approval of the accounting department. Therefor operating with electronic approval requires a structured system that guarantees not only unique sorting of invoices and documents, but also dependable project control and post calculation.

Our concept:
Sta*Ware integrates the purchasing module directly into InfoCenter. Voucher types are activities and own all characters of activity types. Creating orders, even for multiple projects, is simple and clear. Items received can be booked into the inventory or allocated to production. The commitment of stocks can be administered on a project basis. For the approval of purchase invoices or the booking of shipping notes a predefined workflow is available. The vouchers can be transported automatically via the generic-2-way interface to the financial accounting system including initial assignment.

Features:

• predefined standard types of activity for vouchers such as enquiries, orders, purchase invoices (down payment invoices, part payment invoices and final accounts), credit vouchers, and delivery notes
• workflow for approval of purchase invoices ready for use
• additional complete special types for cash vouchers, commission calculation and travel expenses
• recording of orders with the ability to define order dates, ideal order quantity, preferred supplier, etc. for multiple projects
• direct integration of inventory management with reservations, inventory, committed stocks, and production
• currency appropriate to the document with due date conversion, where required
• discount, cash discount, and commission charges and fees
• voucher print very easily via MS Office (Sta*Ware COM server)
• ability to handle multiple licensees and clients
• predefined analysis by different types of category: suppliers, groups of suppliers, classes of goods, projects, periods, etc.
• ability to produce customized reports using any criteria
• Pivot function based on filtered data
• export of selected data into excel with one click available
• control of goods received using serial numbers linked to production and sales vouchers
• financial accounts by creditors, groups of suppliers, classes of goods, projects, VAT codes and so on
• detection of open order, delivery and invoice postions
• delivery receipt and invoice registration with automatically order balance

Your Benefits:

• ability to define and extend additional types of document
• completely integrated into CRM, DMS and project management
• direct connection to Sales and Inventory Management modules
• two-way integrated generic interface to financial accounting able to handle multiple licensees and multiple clients
• integrated administration of serial numbers, warranty periods and processing of complaints

Your requirements:
Sta*Ware is specifically designed around project-related business models: it is not standard inventory management software, so only requirements of those businesses are considered. Mostly internal work and effort linked to produced items and additional merchandise will be offered as final product in midget series or commissioned work. Nevertheless material management has also be intergrated for those companies, to avoid an extra systems because of interface problems and redundancy.

Our concept:
By integrating the main features of inventory management and materials management, Sta*Ware makes the organization of business processes that deal with items or goods considerably more efficient. Through the management of serial numbers and warranty periods and the display of items and products purchased or sold, users can obtain a quick and easy overview from within any project. The items can be called up in the purchase and sales vouchers, can be booked into the inventory or allocated to production. It is also possible to generate variants of items on the basis of predefined attributes (e.g. colour, size, length, width, and height). Items that have reached their expiry date can be labelled and their replacements defined. Parts lists can be defined and then imported into the stock list as modules.

Features:

• stock list with items and their variants
• definition of stock and commission goods
• classes of goods, keywords, hierarchical groups of items and full text descriptions
• ability to manage purchase prices by item, variant, and supplier
• surcharge for detection of internal costs
• import of price lists from EDI Fact, Datanorm or Excel
• ability to specify preferred suppliers, normal stockholding, minimum order quantity, reorder point, and so on
• inventory valuation according to LIFO, FIFO, and moving average
• booking and creation of commission stocks possible
• administration of any producer, wholesale, contractor or EAN numbers

Your Benefits:

• compact inventory management for project-oriented companies
• inventory management completely integrated into CRM, DMS, and project management
• direct link between purchasing and inventory management modules

Your requirements:
Besides quick and easy time recording for office jobs the essential requirement is "booking on correct projects". Comparing the automation of production and time recording in offices shows the need of improvement. Time recording should not directly evaluate performance, but should support the records and make project estimates clearer. Integration with payroll and accounting and the transfer of data to financial accounting or KORE software is important.

Our concept:
Because time recording requires task and project references, the determination of effective working hours for each employee also serves as the basis for calculating effective working hours on projects so that no additional calculations or consolidation of effective working hour figures are required. All that has to be entered is the type of activity and the number of hours or the clock in and clock out times, depending on the configuration. Users can alter or delete records at any time during the current block of records but once the block is submitted, only those with special rights can make adjustments. This ensures the reliability of the figures for the project governance, and minimizes the administration expenses for changes within the bookings. The users can only choose between a few projects for booking depending on their rights. The project leaders of the booked projects are receiving automatically an inspection note, so that they can recognize e.g. changed figures early at the end of the month.

Features:

• daily pro rata recording for activities and projects
• recording of types of activity, number of hours, and notes
• blocks of records locked once submitted to protect data for previous time periods
• details for individual time booking on a project can be adjusted by those with appropriate project management, project team, department, location, or group rights
• special management of rights over records for completed projects
• no additional consolidation of figures required
• three different cost rates per resource for detection of full costs, partial costs, and so on
• automatic detection of hourly rates for sales based on pricelists for activities, resources or both
• ability to produce special price lists for projects, customers, or groups of customers
• monthly plan for target and actual hours
• consideration of vacations and entries in the work center calendar
• automatic notification of the project leaders when times are booked
• ability to collect data also for external resources and employees via WEB portal

Your Benefits:

• project control data immediately updated
• availability of current status of all users
• preparation of data for target hours, actual hours, travel times, breaks, attendance and any pay accounts to deliver to pay roll accounting systems
• time recording directly integrated into CRM and ERP modules
• no redundancy or single systems
• data entry rights for particular projects and a warning system for project managers ensures there are no false entries
• ability to attach card readers to collect clock in and clock out times

Your requirements:
It is important to be able to record not only the hours worked in offices but also the hours staff attend in projects. Frequently this is solved by using two separate recording systems.

Our concept:
Sta*Ware offers a single simple and easy-to-use time recording system that allows the derivation both of the hours staff attend and of the data needed to prepare the monthly journals with breakdown of wages and costs. Together with the business trip option, it covers all the internal project control requirements of the organization, as well the transfer of figures to the payroll system. Absences, for example, illness or holidays, are directly implemented in the date book/diary, without the need for separate entries in the time recording system.

Features:

• ability to configure wage types and formulae
• ability to handle flexitime, overtime, holidays, and so on
• processing and transfer of data to the payroll system
• ability to connect devices to collect clock in and clock out times
• integrated work center calendar with public holidays, with allowance for regional variations
• appointment book entries allow for holidays, sickness, and so on
• ability to determine target hours based on model day and week definitions
• wages journal with formulae and the closing balance for each day, week, month, quarter, half year, and full year

Your Benefits:

• inclusion of models for part-time working, overtime premiums, and collective wage agreements
• direct integration with time recording: attendance times are directly derived from the recorded work hours
• devices for clocking in and clocking out possible but not essential
• availability of current status of all users since running balances are not required

Your requirements:
Because of the complicated mandatory regulations relating to expenses connected with business trips, accounting for them can involve considerable effort so a central software system is required.

Our concept:
In the monthly journal, the business trip, including approval and documentation, is represented as a separate business process and is allocated a separate accounting column. It is possible to differentiate between work and travel hours based on predefined rules, such as "travel at weekends always counts as work hours" or "travel on work days counts as work hours only if the effective work hours are less than the daily target". Work hours, but not travel hours, are calculated at the cost rate for the resource and therefore travel hours are not charged to the projects. Nevertheless, travel hours are included in the monthly journal calculations and so in the payroll. Sta*Ware can also maintain accounts for actual travel expenses, including allowances/flat charges, and calculate the appropriate rates according to the country and the length of time involved. Documentation of expenses can be entered automatically via the financial accounting interface. If signing is still required, prepared reports are available.

Features:

• business expense integrated into InfoCenter as a business process, including approval and documentation
• ability to record hours and costs simply and quickly via time recording
• separate column for travel hours in the monthly journal
• predefined rules for calculating actual travel and work hours during trips
• projects charged only for actual work hours
• identification of billable travel hours
• ability to configure forms to account for travel expenses, including allowance/flat charges/volume rates

Your Benefits:

• no separate software required to handle business trip expenses
• no overlap with other systems and no need for additional interfaces
• ability to transfer travel records to payroll or financial systems

Your requirements:
Dealing with customer complaints, warranty data, searches for serial numbers, completion certificates, or details of suppliers of parts can involve significant costs, both in time and money including the risk of a lost image. Processing times must be optimized and data history made available, in order to implement changes in production, to prepare for recalls or refunds, or to enforce claims against third parties.

Our concept:
A special type of process is used to record customer service calls and complaints. Customer details are entered together with details of any earlier related problems, and details of the current problem, such as the broken parts or underperformance. The central address register or the integrated CTI (computer telephony integration), gives ready access to customer addresses or contacts. Incidents can be classified and prioritized and linked to the members of staff responsible for dealing with them. Using the appointment calender function customer appointments can be made directly. The notification of customers can be made very easily by using prepared templates for documents and emails in which bookmarks are filled with the current dates.

Features:

• workflow functions for processing individual activities, including notices, checklists, and so on
• automated allocation of activities to staff or subcontractors responsible, with Web access or PDA synchronization
• control of contract terms and due dates, and the ability to evaluate activity times and active processes
• causes of incidents can be defined as lists, and categorized and therefore can be easily analyzed
• incidents can be analyzed by item, suppliers, product, activity, project, or timing

Your Benefits:

• direct integration into CRM, ERP, and project management modules
• customer complaints and customer service are not isolated processes, but directly integrated into the system
• simple electronic access to all archived records, documents, emails, parts lists, suppliers, serial numbers, invoices, etc.

Your requirements:
The main requirements for any CTI system are quick and easy handling of incoming calls, automatic number recognition, and the availability of qualified information and caller data at a glance. In addition, sales contacts should be automatically recorded and a history maintained of call lists with follow-ups and there should be a central register of all contacts.

Our concept:
Sta*Ware software provides a modern CTI solution based on the contact and address index of the CRM module. The access rights for address groups, and the ability to hold private and confidential addresses cover security concerns. Each contact can have unlimited phone numbers, with the ability to enter details of country, city, exchange, and extension. International area codes and all European area codes are already part of the master data. Automatic number recognition works even when the system adds or removes leading zeros, country codes, or area codes. By recognizing the caller the user is able to access the open activities immediately and give qualified information, complete existing activities or create a new activity. The person in charge of an activity will be informed automatically.

Features:

• direct integration into the CRM and ERP modules
• automatic recognition of caller and phone number
• call lists with timestamp, phone number and identified contacts
• dialing, forwarding, and rejecting with one click
• starting at TAPI Standard V2.2
• integrated 'ESTOS' TAPI server
• driver for almost any telephon system
• ability to connect phone and PC, but this is not mandatory
• also for analogue telephones and terminal server suitable

Your Benefits:

• quick and easy display of active processes
• collection of contact and phone numbers once only
• no redundancy or interfaces for recording of personal data
• ability to integrate even simple phone systems
• rasy installation: requires only one connection with the phone system
• rasy configuration: only the extension is linked to the Sta*Ware login
• branch and sales offices can have their own phone systems

Your requirements:
It is becoming ever more important to be able to distribute appointments, emails, and contact data automatically to handheld devices and to transfer emails and appointments from the handhelds to the company database. As far as possible, this synchronization should work anywhere and not only when the device is connected to the office PC.

Our concept:
Sta*Ware software provides a mechanism for synchronizing selected objects, for example, contacts, addresses, appointments, notes, tasks, and emails. Synthesis PRO server software, which is connected to the database, carries out the synchronization using the standard SYNC ML protocol. The configuration of the handheld devices is largely unchanged and the synchronized objects are displayed using the software supplied with the handheld device. The administrator manages the data stream to and from the handheld devices with settings in the configuration. In doing so it is ensured that existing contacts and adresses of the central data base will not be changed by entries of the handheld devices. It is also possible to check for duplicates before data from the handheld device is transferred to the company database.

Features:

• synchronization of contacts, appointments, tasks, notes, and emails
• synchronization using SYNC ML with Synthesis PRO Server Version 3.0x
• specific Sync ML clients for a wide variety of handheld devices available from Synthesis
• synchronization using any protocol requested by the handheld device
• ability to configure synchronization lines and access rights for each device

Your Benefits:

• quick and easy distribution of appointments, notes, and emails
• apart from the Sync ML client software, the handheld devices require no additional software or configuration
• software specific to each device and already installed is used to display appointments, contacts, and emails
• quick and easy synchronization via GSM, IP, GPRS, Bluetooth, etc. wherever the device can be connected to the server
• easy to set up and implement new handheld devices

Your requirements:
Many users want online access via the internet to company data, not just emails or appointments, but the entire set of data and documents for a particular project or customer. It should also be possible to integrate simply data about interested parties, customers, suppliers or external resources with the business processes of the company.

Our concept:
Via the Internet Portal, Sta*Ware provides standard software that permits access to the customer database over the internet. The portal covers the main functions of the Sta*Ware InfoCenter, that is, mail searching, data recall, time recording, document management, and so on. Customers can adapt or develop it themselves and integrate it with their websites; but in general the programming of not cost-effective and not maintable unique solutions will be avoided.

Features:

• access to data over the internet can be centrally administered
• the same security rules that apply to the Sta*Ware InfoCenter apply also to the Internet Portal
• new programming techniques / features with ASP.NET
• via CSS the layout of the webpage is manipulable
• incorporation of features of InfoCenter, for example, searches for persons and addresses, document management, time recording, searches for mail, editing of activities
• requires only IIS with .NET Framework 2.0/Ajax and Oracle Client on the server

Your Benefits:

• access to company data via the internet without the difficulties inherent in a solution that involves replication or synchronization
• no customized programming is required, because the module is standard; however, individual options are feasible
• using the role concept the setup of external members is done very quickly and the access can be activated
• throughput time considerably decreased by omitting unnecessary interfaces and additional means of communication
• individual activities can be traced outside the company, without the restrictions of email
• simple setup, even in companies with small networks

Your requirements:
A key feature of any modern software system is a facility for users to export data quickly and easily for further processing. Equally important are facilities to replicate data into external storage, carry out initial loading of financial accounting data and of call-center lists into the current Sta*Ware data inventory.

Our concept:
For data export Sta*Ware has created a simple and intuitive template, that can be accessed from any result table. In this way the exported data always consists of the records currently selected and found. The settings for the columns to be exported and their sequence and sorting can be saved and reused for future exports. Also the data import can be done at any time by a skilled user. Before importing from Excel, tables are analyzed in detail and transferred to the database. After that the user can allocate the adequate columns in Sta*Ware. Foreign keys that are part of an Excel table can be marked as such, so that repeated imports of these keys requires only update and not insert, thus avoiding duplicate datasets. Even if there are no foreign keys, the Sta*Ware duplicate check can be activated before generating the datasets. Using the same mechanism it is possible to import XML datas via time control directly into the databased. Needed definitions of column allocation, marking of foreign keys, and so on is done in the XLST files of the database.

Features:

• foreign key administration for imported data
• multiple import of received data via update function possible
• duplicate checking when importing data
• data import of any type of Excel table
  • easy allocation of Excel columns to Sta*Ware columns
  • generation of addresses, persons, projects, activities, documents, and appointments
  • retention of settings for repeated imports
  • comprehensive field analysis and transparent error checking
• easy generation of permanent interfaces to and from Sta*Ware
• ability of data export and import routines via time control in the database
• besides XLS any XML formate can be defined; XLST files can be loged in the database

Your Benefits:

• direct export of selected data from any result table
• easy and clear connections to other essential systems
• more cost-effective data imports and exports
• more cost-effective report generation
• time-controlled interfaces, which can be reconfigured at any time by editing XSLT files