INSIO Software: One system for managing the entire company

 The goal is to enable companies to transition to a paperless office and ensure that all corporate matters are easily accessible on a computer and mobile device.

Whether it's efficient documentation management, client communication, personnel or building
and maintenance management, INSIO provides a centralized solution from one place. This approach helps companies save costs and elevate them to a new level of business.

What products and features does INSIO offer?

CAFM (Computer-aided facility management)

Comprehensive solution for property and facility management, including easy maintenance planning and monitoring, operational cost optimization, and immediate access to important information
about assets from anywhere, online or offline, while the system automatically complies with legislative standards.

Building and Facility Records

Enables centralized management and access to information about your properties and facilities, facilitating efficient maintenance planning and improving decision-making processes.

Automated Maintenance Scheduling

Preventive maintenance system minimizes the risk of failures and extends the lifespan of equipment, while also ensuring a rapid response to unexpected events and minimizing downtime.

Property Passport

Provides a complete overview of the history, changes, and maintenance of objects, facilitating understanding of their specificities and condition, and thus simplifying their management and maintenance by providing quick access to the necessary documents.

Technician and Vendor Management

Tool for monitoring the performance and productivity of your teams, facilitating decision-making on workforce deployment.

Technical Documentation Archiving

Secure storage and easy access to technical documentation.

CAD and BIM Integration

Visualization and spatial analysis with CAD and BIM integration tools allow for precise planning and identification of potential issues before they occur. This foresight contributes to efficient utilization of space and resources.

Energy Management

Detailed analysis of energy consumption and sustainable practices provides valuable information for reducing costs and supporting the ecological operation of the business.

Contract Management

Centralized storage of contracts and automatic reminders for important deadlines ensure that you never miss a contract renewal or termination. In addition, the system detects unauthorized changes in contracts before their final approval.

• Automated Maintenance Scheduling

• Equipment and Revision Records

• Centralized Documentation

• Cost Optimization

• Equipment Management

• Mobile Application

Invoice Approval

Automates and simplifies the invoice approval process, optimizes financial flows, and provides a transparent overview of all expenses.

Invoice Processing

Automatic recognition and extraction of data from invoices eliminates manual data entry and increases accuracy.

Online Approval

Enables online approval of invoices by specific employees, speeding up the entire process.

Automatic Posting

After approval, INSIO automatically posts invoices to the accounting system.

Workflow

Advanced process configuration options, including setting different user roles.

Reporting and Analytics

Deeper insights into the invoicing process through extensive reporting and analytics capabilities. The ability to monitor the status of invoices in real time.

• Precise Multi-stage Approval

• Easy Communication with Suppliers

• Overview of Payments

• Automatic Invoice Processing

• Summary of Invoice and Order Status

• Accounting API Integration

Travel Orders (CP)

INSIO simplifies the management of business trips from initial requests to expense reimbursement. An automated business travel system increases the efficiency of planning, approval, and expense reporting, saving time and administrative work.

Business Travel Requests

Employees can easily submit business travel requests with precise information.

Advances Payment

An automated system for paying advances to employees on business trips minimizes administrative work and facilitates expense management during business trips.

Travel Expenses Reimbursement

With INSIO, quick and accurate expense reimbursements are possible, including transportation, accommodation, and other expenses.

Approval Process

Flexible approval process configuration in INSIO allows for defining different levels of approval for business travel requests and related expenses. This feature increases control over expenses
and ensures that all trips and expenses are approved in accordance with corporate policy.

• Centralized Management of Business Trips

• Rapid Approval of Orders

• From Request to Reimbursement

• Adding Attachments to Trips

• Budget Tracking

• Support for Multiple Currencies and Exchange Rates

Order and Contract Management

Managing procurement processes improves compliance with contracts and reduces risks associated with procurement
and contract processes.

Purchase Requests

With INSIO, you can easily create, manage, and approve purchase requests. This automated process increases clarity and control over purchasing activities and ensures compliance with internal guidelines.

Purchase Orders

Automation of the creation and approval process of purchase orders accelerates procurement processes
and enhances collaboration with suppliers.

Contracts

Management and archiving of all contractual documents, including reminders of approaching
and validity of contracts.

Reporting and Analytics

Detailed overviews and analyses of procurement processes, contracts, and expenses. These data facilitate decision-making
and compliance with contractual conditions.

• Approval Automation

• Overview of Orders

• Contract Limits and Reporting

• Central Overview

• Digital Signatures

• Contract Validity Alerts

Human Resources management

Human resources and attendance management for all aspects of personnel management. The system facilitates monitoring of working hours, vacation management, rewards and deductions, and ensures effective communication
and planning within the team.

Personal Calendars

Employees have personal calendars that assist in coordinating team activities and meetings.

Employee Directory

Easy access to detailed information about all employees through a centralized directory.

Organizational Structure

Visualization of the organizational structure allows employees to better orient themselves within the corporate hierarchy
and streamlines internal communication.

Leave Management

Online leave recording and approval for employee time planning.

Rewards and Deductions

The system provides a clear record of all financial transactions and facilitates payroll administration related to employee compensation.

Attendance

Employee attendance enables easy monitoring of hours worked.

Assets

Comprehensive overview of assets assigned to employees, such as work tools or vehicles.

• Employee Directory

• Attendance, Absence, Rewards and Deductions

• Leave Approval and Usage​

• User and Role Administration

• Time Recording

• Monthly Attendance Records

Helpdesk (Customer Support)

An effective customer support system is essential for the quick and efficient resolution of customer and employee problems and queries. The INSIO helpdesk prioritizes and centrally stores all requests in one place.

Categorization and Filtering

Organize customer requests using advanced tools for categorization and filtering. This function facilitates the rapid resolution of the most urgent cases by the team.

Workflow

Flexible workflows for different types of requests.

Integrated Email Client

Communication with customers directly from the system through integrated email simplifies monitoring of communication and ensures that no request goes unanswered.

Service Level Agreement (SLA)

Definition of service levels and automatic notifications help comply with agreed deadlines.

Costs under Control

Displayed costs associated with resolving customer requests enable the reduction of company expenses.

• Practical Resolution of Requests

• Categorization of Cases

• Filtering of Tickets

• Integrated Email Communication

• SLA with Automatic Notifications

• Workflow for Various Types of Operations

Order Management

The system can track the progress of projects, manage resources, and ensure that projects are completed on time and within budget from initial bid to final completion.

Commerce

The business platform offers an extensive directory of companies and generates potential business opportunities (leads) based on searches using the CRN. The application can also attach various documents, such as contracts, to relevant records.

Quotes

In quotes, you will find a complete overview of your activities related to business opportunities, from work-in-progress documents to sent quotes, and received responses.

Realization Planning

INSIO offers planning and management of your project realizations. The system efficiently allocates resources
and time, ensuring that all projects are completed according to plan and in line with customer expectations.

• Optimization of Business Processes

• Project Status Overview

• Complete Summary in One Place

• Integration with Accounting Software

• Documentation and Compliance with Deadlines

• Automated Planning

Service Protocols

Management of service protocols for efficient maintenance and service record archiving. This product ensures that all information about service interventions is easily accessible, clear, and up-to-date, increasing the efficiency of service teams
and supporting the quality of customer service.

User-defined Checklist

Using checklists for various types of maintenance or service checks ensures that all important steps are performed and documented.

Customer Signature

Obtaining digital customer signatures directly on site using a mobile device and immediate confirmation of work completion by the customer.

End of Rewriting

Automatic generation and archiving of service protocols significantly increases the efficiency of service intervention management and reduces errors associated with manual data processing.

Maintenance Evaluation

Easy report on maintenance and service work performed.

• Service Records

• Protocol Generation

• On-site Mobile Signatures

• Automatic Document Assignment

• Custom Checklist Definition

• Reduced Time for Issuing Invoices

INSIO ERP

Integrated Enterprise Resource Planning (ERP) system that provides a comprehensive solution for managing
and automating all aspects of the company. With a single system, you can efficiently manage processes, increase productivity, and support the growth of your company.

Centralized Data Management

All enterprise data gathered in one place ensures consistency, security, and easy access for authorized users.

Internal Communication Recording

Communication between teams and departments through integrated tools facilitates project and task coordination.

Document Organization

Efficient document management, including creation, storage, sharing, and archiving, provides the most current versions.

Reporting and Performance Monitoring

Tool for reporting, analysis, and monitoring of key performance indicators (KPIs).

Data Mailbox Integration

Easy communication with public institutions for automating the receipt and sending of official documents.

Reference

Connecting to INSIO brings significant benefits to companies, as evidenced by positive experiences and successful practical stories. Here are several specific examples:

Porsche Czech Republic Ltd.

The automotive company saw significant improvements in invoice approval processes, helpdesk management, and human resources and attendance management after implementing INSIO. Thanks to INSIO, it was able to more efficiently coordinate and manage its projects and better coordinate employee teams.

XXXLutz Ltd.

One of the leading furniture and home accessories chains experienced a 20% acceleration in ordering processes after introducing INSIO for building and facility management. This optimization led to increased customer satisfaction and streamlining of internal workflows.

Union Poisťovňa, Inc.

Union Insurance uses INSIO for comprehensive management of invoice approval, purchase requests, orders, and contracts. The system enables more efficient cash flow management and the entire purchasing process, from the request through the order to communication with suppliers and tracking of delivered goods. The result is an optimized procurement process that brings significant time savings. 

Why Choose INSIO?

INSIO provides a unique platform that manages various business processes in one place online, making work easier and reducing the time and financial resources required. With a professional approach, you can look forward to simpler daily work.

With INSIO, you eliminate the need to navigate through endless paper documents or navigate between many electronic databases scattered across different platforms. All key information will be systematically organized in