Effective Company Management
Manage your company processes and your company effectively and easily in one place.
Acquire an advanced platform adapted to your processes and cover the needs of your company. The software automates processes and actively communicates with users within the framework of defined workflows via e-mail or mobile application. The software provides the management with analytical data using dashboards and reports.
Manage offers sent to your customers in an effective manner. Record for them not only the basic information on the subject-matter of the offer and the requester, but also the external and internal costs associated to it and more.
The system prepares a document for the client in the PDF format, including all parameters of the offer. The document can then be sent to the customer directly from the system. If the customer accepts the offer, the workflow will move you to the Order Management module. The module allows any workflow and cooperation to be set, for example for the purpose of supervision, success monitoring or other reporting.
Have a perfect overview of company orders and the current status of their implementation.
Gain control over deadlines, assigned tasks, budgets and invoicing.
Order Management connects functionalities belonging to several modules of the INSIO platform to be able to manage orders from one place starting with the offer, to the preparing the contract, purchase orders, budgets, implementation, invoices, and all other items associated with this.
- Well-organized records of company orders
- As part of registration, it is possible to set the following parameters: what data will be registered with orders for your purposes, such as the order name, person ordering, order number or its priority, and/or the structure (e.g. what the order numbers should look like)
- Connection to the Tasks module – for the created order, relevant employees can be set tasks related to the order implementation
- Connection to the Statement of Work module – the implemented work for the given order can be recorded in the statement of work directly with the order
- Easy search for the recorded orders based on various criteria – for example, the current status of the order, its number or name
- It is possible to assign to employees various access rights for the orders already created – for example access to only the orders where the respective employee is specified, or access to all orders
Imagine an intuitive process for ordering goods and services, from the request, its internal approval, creating the order, to invoicing – all in accordance with the terms and conditions and limits in one place, easily and with connected to other system.
For example, the user requests for ordering office supplies or some other material. The request form will pass the approval workflow up to the creation of the purchase order. The workflow, as in the other parts of the system, is fully adaptable to your processes.
Request forms can be processed either by the HelpDesk module, i.e. using a two-way communication channel (with less specific request forms), or directly in the Purchase Orders module where you can utilize a separate agenda (numerical row) called “Request Forms”.
After approval, the request form process continues with creating an order. The Purchase Orders module also allows you to work with the approval workflow. After approving the order, the system itself generates the order in PDF according to the template and sends it to the supplier for payment. The workflow of purchase orders may not end by mere sending the purchase order to the supplier. It may continue to possible statuses “Goods supplied” or “Invoice received”. From the purchase order, the system refers to the invoice that is related to the purchase order and it is registered in the system as “Invoice received”.
Manage your contractual relationships and contracts with partners using the INSIO system. Register basic information on your partner and contract, such as its type, subject-matter, validity and effect, and much more.
Any number of documents can be added to the contract card. Thanks to the functionality of primary and secondary contracts, you can manage the life cycle as well as addenda to your contracts. Similarly, as in the case of the other modules, the contracts work with workflows. This means that the contract can be prepared by the administrative support, the accounting department can approve it before it is submitted to the manager or other competent person for final approval. For every supply contract, you can set a limit that is then monitored within the framework of purchase orders. You cannot create a purchase order in excess of the limit set for the contract. For contracts, it is possible to set notifications for the approaching end of validity or effect.
Approval of invoices
After the goods have been supplied, the partner sends the invoice that can be entered in the “Approving invoices” module either manually or in electronic form (OCR mining). The invoice itself can be uploaded into the system in the PDF format.
When approving invoices, you can again set up the workflow process according to your needs. If the invoice shows the order number, the system pairs the order with the received invoice, compares the amount, and if these amounts are equal, sends the invoice for processing.
If the sums stated in the invoice and purchase order differ, approval is performed by alternative means and the invoice can be approved by for example the ordering person.
After the invoice has been approved, the assessment of its formal correctness is usually done by the accountant. If the accountant approves the invoice, the invoice can be exported to the customer’s accounting system via the integration interface.
The warehouse with all relevant information available. Register easily and have all information about warehouse management, inventory level, inventory location, etc. at hand.
The system allows you to issue stock receipt forms/stock release forms, reporting, financial evaluation of the warehouse, evaluation within the framework of business cases and for example warehouse preliminary evaluation and subsequent corrections based on received invoices as well.
We also support special registers, such as mobile handy warehouses or order-related warehouses where goods and material can be stocked up in direct relation to a contract/order.
Connection with the Order and Received Invoices modules is a matter of course.
- Stock receipt forms
- Stock release forms
- Stock transfer forms
- Stock cards
Acquire a powerful communication channel and helpdesk system for entering and resolving requests.
The HelpDesk module will help you resolve any unexpected events, starting with their reporting, course of the solution, structuring, up to the SLA and budget monitoring.
Monitor requests related to individual objects, customers or technologies and have the processes under control. Be on good terms with your customers thanks to a uniform communication channel and the monitoring of performance under SLAs.
The system provides easy communication between the head office and branches – you can delegate requests both within the framework of individual departments, and to individual regions or buildings.
- Registration of requests submitted by employees as well as customers
- Information on the progress of the solution and request structuring
- Request workflow and status
- Monitoring of performance under SLAs
- Budget monitoring
- Extensive options available for defining access and authorization
- Integration with third-party systems
- Mobile application
More Information on Functions
Thanks to Planning of Maintenance and Revisions with the INSIO system, you will ensure smooth and trouble-free operations of your buildings, equipment, and machines.
You will acquire a well-organized register for scheduled maintenance and revisions of all equipment and technological systems or for planning and implementing required checks and monitoring of repairs. The functionality will allow you to define the plan of maintenance and revisions, activities to be performed, employees who will be performing such activities, equipment on which the activities are to be performed and the periodicity of them.
Individual technological systems and equipment can be divided into well-organized sections or displayed as a summary overview of all technological systems found in a specific building. In addition, you can assign standardized maintenance plans to individual items of equipment defined in the templates form.
The system monitors adherence to the dates of revisions and in the case of an unscheduled service intervention, the plan of future revisions is adjusted and/or the plan can be adjusted manually as well.
For each item of equipment, documentation proving the implemented revisions or service can be attached. In the overview of equipment maintenance, you can view a list of all service interventions, including the previews of attached reports.
Thanks to the overview of implemented work and the possibility to approve purchase orders, you acquire a perfect overview of costs related to service interventions in individual technological systems as well as total costs related to the building. By planning regular service checks, you will reduce the costs related to maintaining technological systems.
The definition of access for individual users allows you to assign various access rights to individual users belonging to individual sections and by the focus of their activity.
What do the scheduled maintenance and revisions offer?
- Details on individual items of equipment
- Plans of maintenance and revisions
- Lists of maintenance activities
- List of secondary equipment
- List of documents pertaining to individual items of equipment
- Registration details
- List of equipment related costs
- Mobile application
What does the system do for you?
Monitors, checks, and automatically generates activities based on the plans that should be implemented within the framework of maintenance.
Within the framework of the aforementioned, the system allows
- Monitoring and evaluating relevant due dates
- Required due dates
- Implementation plan
- Actual date and time of implementation
- Activity workflow (specification, implementation, check, submission of required documentation, such as revision report, etc.)
- Record of material used
- Registration of time used by the employee (or more employees)
- Possibility of assigning a solution to an external provider
- Connection to the Purchase Orders module (for the purpose of ordering material and services) and Business Case (for the purpose of billing and monitoring of the economic result of the activity)
- Monitoring of internal and external costs (and/or groups of costs related to purchases and sales)
Management of technological systems and assets using the INSIO platform provides an overview of the current state of the assets, maintenance activities, allows you to inspect service documentation, including invoices, purchase orders, and approval documentation. All documentation can be arranged according to the type of technological systems, objects, or manufacturer and supplier.
You can then monitor the plan of maintenance and its periodicity for individual technological systems, the overview of individual activities, secondary equipment, parameters, registration details, and costs related to equipment or the development of consumption in time.
Thanks to the digital form of documents, you save time that would have to be otherwise spent on search in archives, and eliminate troubles related to losing documents.
Why choose INSIO
100% web platform
you do not have to install any software; the only thing you need is an Internet browser.
will help you manage you work in the field. The application integrates third-party technologies, such as GPS, NFC, QR or bar codes and you can download it for Apple or Android mobile phones.
with your existing application (SAP, MS Dynamics AX, ERP systems, accounting, wage, and other programs).
easy to use, intuitive user interface, easy operation, appearance adapted to your identity.
Maximum level of security
of your data by encoding, SSL protocol, external audits and penetration tests of the application and data repository.
Wide range of setting options
customization, and behaviour of the application. Centralized management of code lists and authorizations.
Optimized for the pace of work
The application is fast and will not be slowed down even in the case of large volumes of processed data.
Various language versions
Your foreign colleagues will be able to use the application in their native language.
Zero capital expenditure
You pay only for what you actually use
You do not need your own IT infrastructure
Secured access anywhere at any time