The StaWare CRM system, which is , in contrast to other CRM packages, not an isolated system, but integrated into the StaWare business software 'InfoCenter' (comprises among other things: project governance and controlling, materials management, enterprise security functions, WebPortal for customers) gives a detailed view/survey of all processes, Emails, documents and a 'customer history' . The integration into this business software enables the users to administer or scan documents or information not only in reference to addresses and contacts, but at the same time as part of a project. For analysis purposes, the users can connect contacts/persons and addresses with any kind of supplementary data, documents, images and notes. At the same time this CRM system, which has a serial mail function, represents the seperate sales processes (e.g. telephone call, meeting, offer, order) with capture of the relevant documents.

The StaWare document management solution is also an integrated module of the 'InfoCenter' . Architects and engineers for example, can use it to find any kind of information and documents easily and quickly, attach them appropriately and administer them optimally. That way, update project data are always available and the colleagues see who owns which process, for how long a certain process has been under progress and what status it currently has. For searching, users of this DMS solution can basically employ any criteria and combine them in user-defined way. (e.g. file creation date and recent editing with indication of person/editor, document number/name, author/originator, process data, contacts, status and full text.)

To help users to keep track of notes and documents and edit them reasonably, this DMS also files the incoming and outgoing Emails (data base and/or EML format) and automatically integrates them in project respectively work processes. All information is collected centrally and not, as with conventional mailing systems, spread over countless in/mailboxes. To make sure that all project-relevant information is always accessible, incoming Emails including attached documents are automatically stored in the receiver's project directories that have been defined by the administrator.
Besides standardized billing categories for flextime/part time, overtime hours, night shift premiums and so on, the StaWare timekeeping module mainly records project related labor times with great dependability.

At the CeBIT, in hall 5, booth D31, StaWare shows how a CRM solution can help companies to adjust their business processes and targets as well as optimize their internal Workflow. Part of this CRM solution are, among other things, master (file) data for persons and addresses, which can be pooled in company or customer/supplier groups. For analysis purposes users can add any supplementary data, documents, images and notes per contact or address. At the same time this CRM software represents all sales processes (e.g. telephone call, serial mailing, visit, offer, order/contract) and lodges/stores the relevant documents. In this way a comprehensive "history" of persons or addresses is automatically generated. An elaborate authorization system ensures safe accessing and editing of data.

Unlike other CRM packages the StaWare software is not an isolated application, but an integrated module of the business software "InfoCenter" (among other things: project governance and controlling, materials administration, enterprise security management, web portal for customers/interested parties). By this integration in this business software, users are not only able to manage their documents and information with reference to persons and addresses, but at the same time they can administer the projects they belong to. On top of that this CRM solution has a TAPI (Telephony Application Programming Interface) for integrating the telecommunication plus synchronisation of PDAs for field staff. Incoming and outgoing Emails (database and/or EML-format) are filed and automatically integrated in projects or work processes. All information is collected centrally and not as in most conventional mailing systems, spread across numberless mailboxes. Using drag&drop, members of the project team can connect the Emails with a project. Thus the users have not only the whole internal and external communication of a project at a glance, but they can also filter the Emails by any criteria (e.g. project number, full-text, sender, date, index search, and so on).

The Staware CRM solution can be easily (without Consulting) and individually customized for the IT-environment in a company. That way it is taken into consideration that the representation of mainly sales and distribution processes can normally not be standardized, but has to be company-specific. This guarantees the user a high grade of flexibility for future applications. The StaWare CRM solution is predestinated for service providers (amongst others), who want to standardize their transnational sales processes, take work off their sales departments and save costs. This CRM software also provides ideal transparency for orders and individually generated submissions of architects or engineering offices. StaWare GmbH present their CRM solution at the Cebit (hall 5, booth D31). Person of contact is Staware's managing director Christian Paucksch.

In hall 5, booth D31, StaWare presents the ERP solution "InfoCenter" , on which the spam/inbox filter is based. On one hand this business software incorporates the distribution of information and the process and document management, on the other hand the complete features for the business sector including interfaces for major financial accounting systems.

One of the main advantages of this filter is: As an integrated module of the ERP solution "InfoCenter" it is not only linked with the address master data, but it also recognizes (unlike other programs such as "Outlook" e.g.) all processes, documents and so on, that accumulate during project work. In this way the users (architects or engineers e.g.) can exactly define if and which Emails should be attached to which projects. Answers on posted Emails are automatically attached to the appropriate processes and personnel. As well as incoming Emails with "CCs" are automatically treated as "forum processes" .

The filter "scans" the entire content of incoming Emails for all criteria that come into question (sender, receiver, subject, body, header and tags of upstream anti-virus software). The rules concerning these criteria are user-defined and can be easily set by clicking through a template. In doing so, exclusion and inclusion criteria for unknown or partially known senders can be configured (e.g. "xyz@bmw.de" is known, while "bmw.de" is partially known)

The defined rules, which the filter processes according to the priority they got by the user, can be a "Blacklist" (search for unwanted expressions and key words) or as "Whitelist" (search for confidential and desired persons, companies and so on). Especially the latter method is indispensable for the professional Workflow within the scope of a project, because the Emails found with the help of the "Whitelist" are automatically attached to a project. So users immediately receive Emails that are related to a certain project.

The spam/inbox filter is a tool that is integrated in the StaWare "InfoCenter". The price for this tool (in addition to the price for the StaWare "standard" package) is about 4.ooo,- Euro/100 users. StaWare GmbH present their CRM solution at the Cebit (hall 5, booth D31). Person of contact is StaWare's managing director Christian Paucksch.

To have a proper analysis of the use of resources within the scope of a project is essential for determining the participation of particular resources in certain processes. Thus, deviations of resources from the single phases, which had been defined before the start of the project, can be recognized early enough. Resources can be members of staff, external persons, material or simply tools or items, that are available only in limited numbers.

With this StaWare planning tool, project leaders are able to consider labour times, holidays or dates already during the planning period, or define a project with anonymous resources. This can for example be useful, when at the start it is unclear which person will later on be working on which part or work step of the project.
For every single resource the availability can be defined. When this "availability limit" is exceeded, the tool gives an alert, saying that the relevant resource is overloaded. This is necessary because changes or time lags of the project phases immediately affect the utilization of the resources.

When starting the project, the single project phases are activated, assigned to the respective resources and provided with a start and an end date. The capacity/load of the single resources can be read off an indicator/report every day. For this purpose the planning tool has a mechanism that, among other things, automatically moves the scheduling forwards or backwards. Completed phases are automatically removed from the planning. In combination with the time recording module the progress of the project can be reliably estimated.

The planning tool is integrated into the StaWare ERP solution "InfoCenter". The implementation, including employee training, takes about three days (administrator training about two weeks). The price for the comprehensive total package would be about 50.000,- Euro (for 15 to 20 users).

"The time recording module is particularly suitable for architects and engineers, because it can easily and flexibly be adjusted to their project phases" , says Christian Paucksch, general manager of the Starnberg based ERP specialist StaWare GmbH. While being easy to operate, this solution always assures an immediate overview of projects, without additional expenses for interfaces between individual/standalone systems.

Further advantages of the time recording module are:
- Easy administration and short training period (30 minutes approximately).
- Billable hours can not get lost, because they are always marked
- No extra master data for projects, resources and so on, required, because the module is completely integrated in the ERP solution "InfoCenter"
- In addition to the time recordings, all Emails and documents are also immediatly visible for each project
- Errors and false entries are previously eliminated and therefore do not need any laborious correction later on
- A sophisticated authorization system on the basis of departments and locations/sites meets the concerns of, in many cases, decentralised engineering offices
- The billing can directly be made on the basis of the recorded time postings
- Because with architects and engineers, the project scopes are not always clearly defined, the user can note, already in his time posting, that his activity/task will exceed the projected scope of the project

And this is how the time recording is done:
The user chooses the project, the date, the type of activity and the number of hours and that is all that is necessary to generate the time posting. Furthermore he has a "billability mark" for subsequent invoicing and a textbox for notes. Additionally he can give a private evaluation concerning the completion of the project, which, later on, the project leader can compare to the actual consumption of resources and budget and the initial project costing. Because of the integration into the ERP solution "InfoCenter", the user can (with a few mouse clicks) reliably book his times on the correct project. False entries and the circuitous typing of project numbers are a thing of the past. The times can optionally be entered in hours or with time of day (start and end, e.g. when invoicing business travels).

For every month, the users' time postings are listed in a well-arranged journal and compared to the daily target hours. From this journal, companies can generate an attendance overview with definable wage types and formulas. From this, in turn, the overtime, night shift premiums, weekend working, flex-time balances and holidays per day/week/month/year can automatically be determined. Holidays and other special exception days directly correspond with the integrated timetable, where they are marked accordingly. It is quite easy to export the postings from the journal for the generation of wage accountings. Besides the monthly journal, the time recording can also generate target hours on the basis of day- or week time models, which can be used to reproduce complicated part time and collective wage agreements, if desired. The actual working times/hours are evaluated with hourly rates (e.g. for full costs, partial costs, incremental costs) and are directly incorporated in the project controlling, without additional calculation runs. Full cost sums can also be determined, depending on type of activity or a combination of person and activity. Time postings can be made for any kind of resources (cars, rooms, people, and so on). Their reservations from the timetable can directly be adopted in the time recording. A "recording block" protects against subsequent changes in projects that have already been invoiced in the past.

The time recording module (120,00,- Euro per user) has different authorization levels that provide an elegant way of setting the "posting rights" per project and user. From default rights for the project team to the granting of advanced rights for the company management, project leader, administration or the departmental office.

This Controlling module stands out because it is not an isolated system, but it establishes a complete connection with Emails and documents. Thus, duplicate project master data or complicated interfaces can be eliminated from the first.

With the help of this module, the project planning as well as the state of individual tasks of a project can be presented in an integrated, so-called "GANTT"-diagram. It is always possible to add additional tasks per drag & drop and running phases can be rearranged. In doing so, the chronology of all activities is always updated and graphically represented in the form of a bar on a timeline. On top of that, the project leader (controller) gets any form of reports and graphic charts, which are based on the accumulated project figures/ratio, from the "Crystal Reports" interface.

In that way the project leader/controller is always kept informed of the current state of the project. In case of deviations he can run the default project analysis or start a fast analysis of the details (drilldown-function) and take appropriate actions. This is how bottlenecks, budget variances or missed deadlines can be avoided, for example when a customer's requirements change during a project.

The software arranges the obligate work processes on the projects runtime and checks at the same time, if the completion of the project is accomplishable. One advantage is, that the project leader does not have to mark the completed work steps manually, but that all processes in the project plan are automatically updated and completed by the actions of the responsible person in charge. This allows for a flexible re-planning/scheduling with time recording and indication of the use of resources, the project process and the development of costs when key figures or financial ratio change.

Such a re-planning, which the project leader can schedule regularly, can become necessary when comparing target and actual business results. Potential deviations in the scope of the project become instantly obvious, are analysed and the results are documented in the database. By this means the project leader/controller knows about mistakes and causes, which he can avoid when planning new projects.

The Controlling module is based on the ERP solution "InfoCenter". On one hand this business software comprehends the distribution of information and the process and document management (CRM, DMS, Workflow, CTI, Groupware and so on), on the other hand the complete package for the commercial/mercantile sector (calculation, project planning and governance, time recording, invoicing, BWA and so on) with interfaces for major financial accounting systems/solutions.

Target group for this software are medium-sized businesses, especially engineering, architects and planning offices, tax accountancies and consulting agencies. Depending on the requirement, it takes about two days to two weeks to learn how to use the software.
The purchase price for a company with 25 employees would be approximately 25.000, - Euro.

Professional DMS solutions are the ideal tools for managing information.
The company staff for example can immediately see who is working on which process, for how long it has been existing and what status it currently has. Despite these invaluable advantages in the optimization of processes alone, only a third of all German companies implement a corresponding DMS solution, says the VOI survey. Remarkable is, that, according to the survey, the companies that use DMS systems are really pleased with the effects. The reasons are accelerated document processing, shortened access times and the relief of resources.

Only downer:
Not even every second employee in these companies actually uses the DMS regularly, says the survey. That is why Christian Paucksch, general manager of the Starnberg based ERP specialist StaWare GmbH, sees a big development potential in professional DMS solutions. Most companies would indeed have ERP and CRM systems, "But" , says Christian Paucksch, "documents and information must be consistently integrated in such systems, so that staffers can comprehensively search for certain project-related content in order to edit it. " At the same time there would have to be some intelligent concept that protected confidential documents from unauthorized access.

With the StaWare DMS solution, documents of any type and format can be easily and quickly found and assigned. Basically, users of this DMS solution can combine user-defined criteria for searching/filtering content. For example: creation date and recent editing/access with indication of person, document number/name, creator, process data, contacts, status and full-text. In contrast to conventional DMS solutions, the StaWare system manages documents not only address- or contact-related, but at the same time with connection to projects and processes. With this user-defined possibility to connect addresses/persons/projects, one can find corresponding documents for a particular process, in an elegant way. Of course, the user can also fade out this type of hierarchical levels (addresses/persons/projects) and have all documents for a certain project or a person displayed. When a user wants to generate new Word or Excel documents, the company-specific Corporate Identity with customized templates in any language is at his/her disposal. Current data from a process/project/contact are automatically transferred to the template. That way the user needs considerably less time to generate standard documents.

When generating new documents, the software module provides, according to the companys guidelines, a definite path and a filename. This assures that users can not store the documents in the wrong filings anyway. The access to documents can be controlled by diverse authorizations/rules for different types of processes, types of documents and for single projects. A certain person in charge may for example be entitled to see all documents of the process type "offer" , but not the processes of type "service contract" . Further access rules can be defined on the basis of groups (company management, secretaries, project leaders, staff, and so on). The access to documents from other departments for example may only be granted to the branch manager.

In order that users can keep track of notes and documents and edit them in a reasonable way, the StaWare DMS solution also files incoming and outgoing Emails (database and/or EML format) and automatically integrates them in projects or working processes. All information is collected centrally and not, as with conventional Email systems, spread across countless inboxes. To assure that all project-relevant information can be accessed at any time, incoming Emails, including attached documents, are automatically filed in the receivers project directories, which have been defined by the administrator.

Haacke + Haacke GmbH & Co. KG is in the market since 125 years and deemed to be one of the market leaders. Every year this building company from Celle/Germany has several thousands of enquiries from potential buyers, which have to be answered quickly and competently. Therefor as well as for the administration, the accomplishment, the timing and the analysis of building projects, a comprehensive ERP (Enterprise Resource Planning) solution is essential. It does not only have to provide a high availability of data, but it should also assure an extremely fast access to the database. Because of its range of products, the prefabricated houses industry makes quite individual demands on the project staff, which means that this ERP solution has to be customizable and, because of the enormous increase of data, scalable. On top of that the layout has to be modular, so that it allows for a demand-oriented use and a precise control of the internal costs.

For all these requirements Haacke + Haacke favours the solutions of the Starnberg based ERP specialist StaWare. Because on the one hand this software application comprehends the distribution of information and the process and document management (Workflow, CRM, DMS, CTI, Groupware etc.), and on the other hand the complete package for the commercial/mercantile sector (calculation, project planning and governance, time recording, invoicing, BWA and so on) with interfaces for major financial accounting systems.

The effective use of the StaWare software at Haacke + Haacke covers the following domains:
- Orders/enquiries of interested parties. Address data have to be collected, consultants have to be assigned, first information has to be printed and posted, information regarding the sales talks has to be documented and archived.
- Project planning. When the prospect has become a customer, sub-projects have to be generated and the processes have to be lodged and administered and relevant documents have to be scanned. By means of deadline lists, sub-projects have to be integrated in the overall project.
- Production release. All relevant, central information regarding the contract of sale, bank guarantees, building licences and the disposability of resources and material have to be accessible and testable at a glance.
- Accounting. Invoicing and monitoring of creditors/debitors.
- Filing. From the order to the project planning and realization to the service, all project data are stored for direct access and filed for subsequent sharing by the after-sales service or for research or enquiry purposes.

Approximately 100 of the 120 employees and sales agents at Haacke + Haacke use the StaWare ERP software. Departments and persons have special rights on projects, documents and supplementary data arrays. This ensures a continuous Workflow, while information can not be changed or deleted by any unauthorized persons. The StaWare Email client provides the circulation of information and documents, internally and externally (field service). Soon, it will also be possible to send information to "Black Berrys", that display the data in a web-based user interface and help to connect the external customer service. The handling of this ERP software is quite uncomplicated and easy to learn. The approximately ten apprentices, Haacke + Haacke have per year, need one to two weeks to be able to work with it independently.
At Haacke + Haacke the software runs on Windows Server 2003, Citrix 4.0 and Oracle 9i database, operating systems are Windows XP and Vista.

In hall 5, stand E 48/2, the Starnberg ERP-specialist presents his "DocuCenter", a software module that helps finding and relating documents of any kind, fast and easy..
Basically this document management solution enables users to filter content by user-defined criteria, that can be combined arbitrarily.
Among other things it is about date of creation, last access/editing including the name of the editor, document name /number, author, activity data, persons related, status and full-text.

Unlike conventional ERP solutions "DocuCenter" manages content not only based on addresses and persons, but at the same time connected with projects.
This hierarchical search by addresses, persons and projects,which can be freely combined, lets users find relevant documents in an elegant way.
Of course the user can also remove this hierarchical steps and display only all documents connected with a certain project or person. The documents open per double- click.

To generate new Word or Excel sheets the users have their Corporate Identity conform templates available, that can be filled automatically, dependably and without affecting the system, with data from the active context of a project or activity (e.g. document number, address, salutation, login, initials etc.).
Even when already created documents have to be modified, because of changing key data, the system works reliable.
This shortens the time, that the users need to generate new standard documents, considerably.

As soon as the user generates a new document, the software module gives a default path and filename that corresponds with the companies guideline.
This keeps users from storing data in the wrong folders, using MS Explorer.
Not only for this reason, users don't need the Explorer to work on documents, but only the StaWare ERP solution.

The access to documents can be regulated by miscellaneous rights within types of activities, documents and single projects.
A person responsible might for example be entitled to see all documents of activity type "submission", but not those of type "service contract".
Other rights can be defined on the basis of groups (general managers, secretary, project director, associate etc.) or departments within a company.
Access to documents from other departments can for example be restricted to branch managers.
On top of that, the document management module allows document version management/control, that shows certain users only the current version of documents, while the author himself can see/edit all versions.

In hall 5, stand E 48/2, StaWare presents "MailCenter", a module that files (data base and/or EML format) incoming and outgoing E-mails and automatically integrates them in projects and working processes. All information is collected centrally and not, as with conventional mailing systems, spread over reams of different mailboxes.
Members of the project team can attach the E-mails to projects, using drag&drop. At a glance the users can at once control all internal and external communication, that is connected with a project or an activity and can also search/filter the E-mails by user-defined criteria. (project number, full-text, sender, date, indexing etc.).

Incoming E-mails together with attached documents are automatically filed in the recipients project folders, as defined by the administrator, to ensure that all project relevant information is always available. This saves an internal, manual forwarding of E-mails, for example when a whole group of persons is in charge of a project. They automatically receive the E-mails for their attention and they can immediatly access all information and documents by the help of a special function called "Forum". On top of that, an easy to handle Mail-client supports the users in communicating with external E-mail recipients efficiently.

"MailCenter" allows sharing of mailboxes between individual users. This is how it works: By clicking on the respective signature in the Mailclient, the user chooses the required position (e.g. sales@musterfirma.de or support@musterfirma.de). At the same time the text in the signature (telephone and/or mobile phone number) changes. The respective mailboxes (e.g. sales@musterfirma.de) can be shared by differing numbers of users. Indeed the E-mails come in only once, but every user receives a note for a new E-mail and direct access to it. If a user edits the activity, it automatically disappears from the mailing-list of the other users. In addition every user can name one or many substitutes that have control over his in-box. The E-mails still keep coming to his mailbox, but during the redirection the substitute receives notes for them and has the right to process them.

Further advantages of "MailCenter":
- Fixed signatures for Corporate Identity guarantee a consistent appearance of E-mails
- Individualised mass mailing
- Autoreply with individualised layouts
- Seperation of private and business E-mails

The E-mail module is based on the ERP solution "InfoCentre". On the one hand this business software solution comprehends information management/distribution, activity and document management (CRM, DMS, CTI, Groupware, Workflow etc.), and on the other hand the whole lineup for the mercantile division (calculation, project planning and -control, time recording, invoice, BWA etc.) with interfaces for established financial accounting systems.

In hall 5, stand E 48/2, the Starnberg ERP specialist presents among other things a project control module, that offers to project directors all the necessary tools for calculation, cost estimation, bid proposal management, order maintenance, internal budgeting, cost input, controlling and accounting.

Both the project plan and the status of single tasks and activities within an ongoing project can be displayed in an integrated, so called "GANTT"- diagram.
Further tasks can be added per drag&drop and ongoing production steps can be altered at any time.
The chronology of all activities is automatically updated and represented as bars on a time axis.

In this way the project director is always up to date when it comes to the state of projects. Bottlenecks and missed deadlines can be avoided, e.g. when the customers requirements change before the project is completed.
The software portions the necessary operations onto the run-time of the project and checks at the same time, if the completion of the project is still achievable.
Advantageously, the project director doesn't have to assign the completed tasks by hand, because all activities are automatically updated and terminated by the actions of the persons responsible.
This allows a flexible rescheduling with time recording and display of resource utilisation, project progress and cost trend, even if the key figures change.

The module "ProjectControl" is based on the software solution "InfoCenter".
On the one hand this business software solution comprehends information management/distribution, activity and document management (CRM, DMS, CTI, Groupware, Workflow etc.), and on the other hand the whole lineup for the mercantile division (calculation, project planning and -control, time recording, invoice, BWA etc.) with interfaces for established financial accounting systems.

StaWare GmbH present their software modules at the CeBIT (hall 5,
stand E 48/2). Contact: Christian Paucksch.

StaWare offers sectoral and practice oriented software solutions

The center of their product portfolio is the "InfoCentre". On the one hand this business software solution comprehends information management/distribution, activity and document management (CRM, DMS, CTI, Groupware, Workflow etc.), and on the other hand the whole lineup for the mercantile division (calculation, project planning and -control, time recording, invoice, BWA etc.) with interfaces for established financial accounting systems.

Sta*Ware ERP solutions are mainly built for medium-sized companies in the service industry such as engineering, architectural and planning offices, producers of prefabricated houses, real estate management offices, accountants, administrative agencies or management consultancies.
In addition, the Starnberg based ERP - specialist comes with particular experience in the development and the implementation of business software for management consultancies, administrative agencies, software producers, prefabricators, agencies and certification centres.

• processes and activities are simplified and automated
• productivity is increased on all work stations
• users can rapidly search for relevant information of any kind
• the solutions are adjusted to the needs.

In the PC version the StaWare ERP-solutions are serviceable on Windows 2000, Windows XP or Windows Vista and all terminal servers. The data base runs on Oracle version 9.2.07. or higher.
General manager Christian Paucksch says: "With our ERP-software medium-sized service companies are in the position to reproduce all their business processes in a consistent and standardised way. The information resulting from these processes can quickly, transparently and automatically be transfered to the corresponding addressees."
- from Email to project conclusion -

Sta*Ware GmbH, founded in 1990 as a single proprietorship, specialises in the development and the implementation of a compact and innovative ERP software with continuous processes.
This includes the distribution of information and the management of activities and documents (CRM, DMS, Workflow, CTI, Groupware etc.), as well as the complete lineup for the mercantile sector (calculation, project planning and -controlling, time recording, commercial invoice, BWA etc.) with interfaces for established financial accounting systems.
The sectoral and practice oriented Sta*Ware software solutions are adjusted to the requirements of the market and the needs of the customers and guarantee long-term investment protection.
Sta*Ware ERP solutions are mainly built for companies in the service industry such as engineering, architectural and planning offices, producers of prefabricated houses, real estate management offices, accountants, administrative agencies or management consultancies.