Systems for Business

The support of business process systems

Bizando is able to develop tailor-made solutions that enable your company to support key business processes, both the front end and back office. To avoid stretching of the start-up times, Bizando is able to plan more coasting, essenzilamente with a basic configuration, to meet the needs of typical timing and cost to launch new systems, in any case capable of supporting the full operability of the elementary processes, with particular reference to CRM systems and ERP.

In order for the project to implement a CRM / ERP to succeed, there must be a proper interrelationship between the managerial scope, organizational and the technological.

At the corporate level it is therefore necessary to follow a strategy to be pursued by aligning it with the business processes and organization and you need to first perform an analysis of the requirements.

Bizando, its part, actively participates in the analysis of business processes with a segmentation by area, in order to outline the characteristics that determine the best solution of the systems to be adopted.

In particular, the analysis concern:

  • Definition of the internal organizational choice: the back office for inclusion in the tier customer, it sales support, the administrative control roles
  • Screening of volumes and identification of customer hotline (any external outsourcing)
  • Identification of integrations to be carried out between the various systems and collection of specific
  • Definition of the list of the basic requirements for the systems of choice

Once the analysis and certain business processes (also at a high level if they are in relief any critical), Bizando offers the choice of technological solutions suggested (and which shall be agreed in each case with the client company), the subsequent technical implementation, and project management function.

In the case of international projects, technological choices for the CRM system and the ERP (preferably on a dedicated server) They will be carried out according to the needs of the initial reference market.

One project, for example, for a company in the process of startup that requires research and the implementation of a CRM and ERP system will be outlined by an initial phase of minimal configuration startup and from one phase to follow that tends to complete the same with Additional features.

Sistema CRM

Technology plays a key role in implementing a CRM software. From a technological standpoint CRM solutions are based on three hierarchical levels:

  • The first level, called analytic CRM, It is based on data analysis tools and information that can analyze data from all business lines, to analyze them and enrich them in order to get a "customer profile" and customer segmentation.
  • The second level, called operational CRM, It consists of tools that make it possible to manage targeted marketing campaigns.
  • Finally, the third level, called collaborative CRM, It is constituted by new technologies capable of supporting the direct interaction with the end customer.

To effectively implement a CRM in the enterprise is essential to make a good analysis work. The work consists of analyzing 5 primary points:

  • A focus on goals.
  • Analysis of flows and commercial processes.
  • Analysis of marketing actions.
  • the basic tools Mapping.
  • CRM users Mapping.

In the purchase path of CRM, after analyzing the internal needs, It will identify the most suitable software to the objectives to be achieved, the challenges and limitations to be overcome, the budget you want to invest.

There are two age CRM, the most 'systems used by large corporations and the systems more targeted at small and medium companies. The former are managed by international players and offer great scalability solutions, the latter belong to a more 'affordable band, including the Open Source and are drastically reduced implementation and maintenance costs.

The Bizando activities include scouting on CRM available on the market and with particular reference to the usability in the field of small and medium businesses. They are taken into account different variables such as: easy to use, flexibility in customizing, value for money, soundness of the company that develops the software, degree of innovation over time, integrability with external systems, availability of mobile access, etc…

Also key points that guide the choice also affect the data management and the ability to ananlisi from the marketing point of view:

  • The customer data management: maintain through the organization all the leads and customer information in one place and automating the insertion of new information and the sales process in a simple and direct. A repeatable sales process is the key to test new routes and maximize returns. From the data and the information organized in a systematic way and structured, you can infer behaviors or behavioral tendencies effective and ineffective.
  • Reporting and sales forecasts: keep track of estimates turned out well, the amount of emails sent, of calls made, the opportunities created, of closed tenders and projections. The marketing data repository must allow a good analysis with a simple and targeted to business goals reporting.
  • Customer Segmentation: classify the prospect using parameters such as their location and the average spending, identify areas in which you are selling better and understand and hone pricing policies.
  • Control of assistance: reports on ticketing to the technical and administrative departments with appropriate service SLA to ensure quality.

Bizando, also with the support of its network of technology partners, will deploy the CRM system with the following activities:

Setting minimum start-up:

  • master data management and customer data history
  • GDPR compliance
  • ticketing management & WorkOrder to the back office and technical departments
  • Gestione del reporting (dashboard)
  • profiling Management of the operational access, administrative, technicians, marketing e sales
  • Integration with mobile APP Server and the centralized database

By way of example, some of the additional features to be agreed with the client company, and that can be implemented in a full version:

  • Customizing additional fields
  • Interfacing with the ERP system (unless it is integrated into the platform)
  • Lead Management / prospect and input channels (call, chat, app, web)
  • newsletters Management
  • Interfacing with social chat and support

Sistema ERP

With the acronym E.R.P. (Enterprise Resource Planning) they identify the integrated management systems, ie sets of integrated software applications, that govern all relevant company information in one centralized database and allow for a coordinated manage a variety of business activities, or to limit all business activities.

The ideal ERP system must have certain characteristics:

  • architectural flexibility;
  • Effective customization environment;
  • Independence from a physical database;
  • Easy interfacing;
  • process modeling tools;
  • significant volume of references;
  • available in different languages ​​and localizations;
  • ability to model complex business structures;
  • wide range of processes, activated through a simple parameterization of the system;
  • wide range of easy construction management control models and fully integrated.

Bizando will take care of choosing the ERP system, also preferably in dedicated hosting, so that it has the predisposed interfaces for integration with CRM and with other systems.

A minimal boot configuration may include:

  • Active cycle:
    • Electronic sending and receiving to PA and Business
    • sending via automated email to the Consumer
    • Registration payments and reversals
  • Warehouse Management / Movements loading and unloading
  • Inventory and Asset Management
  • Management First note
  • Management Registers VAT
  • Reporting ERP
  • integrations to other systems:
    • Access and update customer master data (Server APP e/o CRM)
    • Registration of payments received and sent starlings (Server payments)
    • document archiving management of invoices and more (Server document)
    • invoices and starlings display to the customer (Server APP e CRM)

By way of example, some of the additional features to be agreed with the client company, and that can be implemented in a full version:

  • passive cycle:
    • Book Management vendors
    • Schedule payments to suppliers
    • sent payments to suppliers Management
  • Sending automated data management entity responsible for accounting
  • Report Income Statement and Balance Sheet
  • Reporting Management Budget
  • RIBA management and bank reconciliations (integrated home banking)
  • shippers and DDT Management
  • VIES Management / Automated Intrastat

In any case, however, it requires that all data elements necessary for the fiscal management by third parties are made available.

Operation management, support and maintenance

Some of the activities planned for the system management and maintenance are:

  • Profiling access
  • Software Updates
  • operational control (backup e database cloning)

It is also planned corrective maintenance (following the bug report), with receiving the reports in agreement and any service on call.

Bizando finally takes charge of hosting / VPS platforms and the applications necessary licenses.

Methodology for the selection of the systems

The platforms on which are developed the systems are identified in the first instance on the basis of the following selection parameters:

    • Buona User-experience (intuitiveness and ease of use to minimize the impact on the corporate organization)
    • Modularity of software to offer a complete functional coverage, even in areas to be implemented retrospectively if necessary and according to the organization that will give the client company.
    • Configurability of the system (ability to tailor the system to specific organizational, management and operating without interventions on the software)
    • Ability to create integrated systems architectures with unique database
    • Analysis of prevalence areas for new developments feature available

Support for Call Centers

Bizando optionally offers a number of support activities related to the management of call centers, with special reference to:

  • Definition of sizing call center, times and type of service
  • Preparing an RFP 3-4 selected suppliers of general criteria and evaluation of responses received and interviews, and drafting of an evaluation grid with relative marks
  • Support in the contract with the supplier
  • Preparation and training content
  • continuous Monitoring