The following video is a Business Support System (BSS) for a chemical engineering company. The full business case is described here.
Every project has a list of chemical products which are purchased from a supplier and sold to a customer.
The so called "financial details" represent the economic details of the project, purchase terms (amounts, units, price, incoterm) and the offering terms.
Technical details of the projects are recorded as attachments (spreadsheets, engineering studies, etc.) so these do not require specific forms in the application
The system allows to track the project status, store and make searches on accounts, projects, products, quotes, invoices, etc.
From the project information, and the economic details, the quote, purchase order and customer invoice is generated by the system, saving the time to copy the details manually
Although simple, the solution allows to:
- check the projects status (ongoing, win, lost)
- Check which projects/customers have acquired a certain product, and the conditions of past offers (price, terms)
- Managing tasks associated to projects, with escalation alerts if the due date is reached.
- History of quotes, purchase orders, invoices
- Generation of printable documents
- Managing the product catalog
- Managing the customer interactions, cases, and all the other "out-of-the-box" features of Holmes CRM
