Objectives and Benefits
- Maria Kutkina
Project Objectives
The main goal of implementing an Integrated Solution on Atlassian platform is to bring together and seamlessly integrate key enabling modules - ERP and CRM , which are currently represented by separate best-of-breed tools which are not sharing data and workflows are not unified.
Expected Benefits
* Linked pages and spaces demonstrate examples of achieving the expected benefits
Consolidation of client, project and employee data into a single database Full System Process Map
Stakeholders able to see status of work with relevant level of granularity and surface information and data relevant to them with an individual homepage / dashboard Sales Agent Workspace
Streamline time and expense tracking by configuring required workflows within a single project and assigning account ID that is consistent with finance and accounting system Project Actual Costs Rollup with Filterarchived
Higher accuracy in tracking and reporting on productivity and process efficiency Dashboards and Reporting
Integration of marketing and sales efforts for better 2-way communication and real time insights into effectiveness of marketing spending 📁 Sales and Marketing
Integrated process of managing proposals, discount approvals, sales orders, invoicing, collection and sales commissions
Improved project budgeting and budget consumption tracking with real time integration to timesheet data Project Logged Time Dashboard
Improved automation of business processes steps, approval requests, opportunity scoring, etc. https://wmdemo.atlassian.net/wiki/pages/createpage.action?spaceKey=3PS&title=Sales%20%26%20Marketing%20Automation%20Rules
Increased velocity of billing processes and reduced AR and DSO metrics
Increased clarity on profitability at a granular level: by project, client, service type, job type, team, individual contribution, etc. Profitability by Value Stream Dashboard
Understanding financial health of a single project at any given time Revenue and Cost Planned vs Actual