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Yunbit Enterprise
Resource Planning
Yunbit, S.L.
Document Version: 2.2 – 26/09/2018
C/ Duque de Sevilla, 18 1ºC. 28002 Madrid | +34 91 102 15 70
Copyright @ 2018 – All rights reserved
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Over 15 years offering business solutions
Yunbit, which was founded in Madrid in 2004 and is a pioneer in SaaS format application development, has developed a
multi-tenant cloud computing technology platform that helps its customers improve the business management of the
different departmental processes of all types of companies.
Yunbit adapts to an organization's different needs and to any changes in the market. By believing in innovation and
adding value to every company we work with, we offer comprehensive technological support.
Our ample experience in technological and business consulting is what makes changes in organizations possible, thanks
to a change management methodology that is adapted to the characteristics and dimensions of the organizations that
trust in us.
Experience, since 2004, implementing innovative
technological tools adapted to each one of our customers.
Cloud natives, our trajectory brings reliability to the way we
work and the way we approach each project. Accessibility, our
platform is based on a single web access point for all the
company’s information, making it all connected and
automated under a multi-tenant cloud computing model.
Visibility, an environment that makes decision-making easier
with an overall perspective and all the data and processes connected and automated. Integration of other Yunbit and
third-party products to offer more flexibility. A single, multifunctional interdepartmental web access point. 100%
Adaptable to the company's image, structure and processes. Multi-sectoral expertise, we can handle any project.
Multidisciplinary team, different professional profiles with the same objective. Evolving maintenance strategies, we strive
to keep our platform up-to-date with the latest market developments and our customers’ expectations.
Business process optimization and control
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Yunbit’s Cloud Business platform supports all the processes in the digitization of a company.
Sales, operations, finance, logistics, purchasing, HR; everything
from a single access point. All the information is visible, updated
and accessible from anywhere at any time.
You’ll have access to what you need and only pay for
what you need.
A technology that is based on constant evolution because our
improvements are continuous and extensible to all service
users.
ERP systems are business management tools that allow companies to better control their resources.
These systems are essential for businesses to run smoothly. Without them simple tasks become tedious and time-
consuming, leading to processes that are susceptible to errors. Handling information becomes unmanageable and
requires the technological tools that can help with this difficult task. The functionality of the acquired ERP system will
vary according to your business needs, the capacity of the chosen software, and the designated budget.
In any situation, the ERP system should comply with the following objectives:
Reduce administrative tasks.
Optimize costs.
Reduce the time it take to carry out several tasks.
Offer better control.
At Yunbit we believe in growth and adapting to trends and transformations in the market, which is why our platform
offers solutions that cover all business areas to make information more accessible, decision-making easier, and to
optimize all of the resources a company has available.
Its integrated and modular structure makes automating the processes that involve data from different areas within the
organization easier and eliminates all sorts of unnecessary expenses on every level (paper, filing, time, space...).
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Yunbit enables comprehensive business management.
The professional advice from any tech consultant is that your
software choice has to be made as a long-term plan. For
example, if you own a brick-and-mortar shop and the market
leans towards online shops, acquire an ERP system now (for
your physical shop) which will later allow you to evolve towards
online sales by implementing an eCommerce solution that is
adapted to your business and integrated with your current
management tool.
Don’t make a decision that will limit you tomorrow because
implementation, selection and development processes are
expensive and success in business will greatly depend on your
ability to react and adapt to market trends.
If your current ERP system provider knows your project, integrating an online shop, a logistics or email marketing
module, etc. will be much easier, more agile and faster. This means savings for your business, and an opportunity and
strength for your project.
Yunbit guarantees a constantly-evolving technological environment that is 100% flexible and adaptable to any
company and to market trends thanks to its modular structure that enables fast and simple implementation of the
applications you need.
Software with less obsolescence, because our work philosophy is based on evolution and constant
improvement, focusing on the demands and development of the market and our customers. We opt for the
most optimal solutions and the most advanced technology.
No hidden hardware costs and no more wasting time and resources with updates. All updates and most of the
improvements appear instantly on the tool.
Constant improvements without need for manual intervention by the user for updates.
Software that allows integration with other market tools or applications necessary for the business. In fact, you
will be able to combine tools, integrating the ones you need with Yunbit’s Business Cloud platform.
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A work environment that is 100% flexible and adaptable to the needs of every business.
A comprehensive ERP system, linked to all your business information, the management of a company’s different
areas or departments from a single web access point.
Adapted to a mobile environment.
Competitive pricing for software that is on par with the most popular ones on the market. An unbeatable price.
Ample functionality that is constantly evolving
CLIENTS AND SUPPLIERS
Client and supplier management.
o Associated contact management.
o Associated address management.
Standard financial information management:
o Payment type and deadline.
o Automatic invoice contact/address.
Activity reporting:
o Business activity and related detailed list:
o Issued/received invoices.
o Loans.
o Purchase orders.
o Sales.
o Tasks/activities.
o Campaigns.
SALES
Purchase orders.
Items, products, services.
Price lists.
Rates.
Linked to Yunbit CRM (if acquired).
PURCHASING
Control of purchases and suppliers:
o Purchase orders.
o Product and service management.
o Cost centers.
Pending items:
o Automated purchase order generation.
o Automated estimate reception using email
parsing or spiders.
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LOGISTICS
Warehouses
o Multiple warehouses
Items
o Label creation.
o Barcodes.
o Stock maintenance.
o Offers.
o Stock prevision.
o Automated pricing.
o Composition, manufacturing, compound
items.
Processes
o Reception.
o Location.
o Returns.
o Expediting.
o Inventory.
Transportation
o Cost calculation.
o Types of transport.
ACCOUNTING
Auto-generated accounting.
Chart of accounts creation by tax year.
Account assignment for: suppliers, clients, employees, analytic categories, VAT, PIT, treasury accounts, etc.
Tax year opening and closing.
The system generates the accounting for the following operations:
o Invoice issuing.
o Rectification issuing.
o Registration of other revenue documents (interest, etc.).
o Rounding and exchange differences.
o Expense invoice reception which can be done periodically.
o Expense rectification reception.
o Loan and credit installments.
o Payroll expenses.
o Treasury activity (expenses and revenue) by bank reconciliation.
o Accrued expenses and revenue.
o Taxes.
o Annual depreciation.
Additionally, manual entries can be made to complete the accounting.
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Basic reporting:
Based on that operational process the accounting tracking reports and ledgers are generated: Daily, Ledgers, Debit and
Credit, Gains and Losses, Balance sheet, debit and credit cash flow status, status, asset change status...
Advanced reporting:
The system allows us to include analytics information in the journal entries (third-party, CECO, employee, project...) in
order to create all sorts of analytics reports based on the accounting.
PROJECTS AND OPERATIONS
Operation/Project generation by category and typology.
Planner and calendar.
Team management and time tracking (Time Sheet).
Deliverables management and tracking.
Financial management of project, linked to financial module and automatic invoice issuing notifications.
Support/ticketing management system associated to projects, customer service.
o Basic reporting:
o Project lists: by project manager, delayed, etc.
o Project monitoring.
o Results account by project (profitability).
FINANCES
Multi-business, multi-currency.
Analytic structuring:
o Categorizing expenses and revenue.
Accounting chart association.
Revenue management:
o Invoice template management.
o Nomenclature management.
o Association with sales/purchase orders.
o Association with projects.
o Invoice emission (PDF and/or e-invoice).
o Automatic client invoice sending.
Expense management:
o Association with purchase orders.
o Association with projects.
o Labor costs (payroll).
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Basic reporting:
o Overall financial insight: general results account and by area or project (project profitability).
o Track payables/receivables: payables/receivables, in the next 15 days, overdue, etc.
o Revenue report (by client, project, area, category, etc.).
o Expense report (by client, project, area, category, etc.).
Advanced reporting:
o The system lets us create the reports a company requires based on its particular needs.
HR
Employee directory management.
Recruiting and personal data management (posts, offices, areas/departments, hierarchies, workday).
Vacation and paid time-off management.
Time and attendance HR reports (Time Sheets) and access control.
LABOR MANAGEMENT (PLAYROLL)
Social Security:
TC
Registration, Cessation.
Medical leave and incidents.
Payroll creation.
Access to payroll by employee.
Payroll linked to finance and accounting.
Annual withholding certificates.
Model 145 declaration.
Contract management.
Agreement management:
o Posts.
o Payment.
o Leave.
Locations:
o Hours.
o Work calendar.
Attendance management (vacation, leaves...).
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ADDITIONALLY…
Associated document management.
Relation, unification and association in business process management.
Possibility of creating personalized reports.
Third-party and ETL connection APIs available.
Able to integrate with labor management solutions (SAP, Meta4, PeopleSoft, etc.).
Integration with Google Apps.
We know that the companies themselves have all the
information, which is why from the get-go, and with well-
thought out meetings, we conduct an initial study of each
business and its needs.
Once we know the customer’s objectives, environment and
needs, we create a functional definition of the tool. What does it
need to do and how should it do it? Who is going to use it and
what information will they handle and/or supply? The extension
and definition of said analysis will depend on the complexity of the company’s processes, the type of service they
provide, what product they offer, what personnel will be using the tool, what information the reports need to supply,
etc.
We will then, progressively, proceed to the tool’s implementation process within the organization by testing the
functionality of the of the purchased software and providing training sessions for its users.
A team specialized in developing and implementing business management tools will provide support throughout the
process and get it off to a good start.
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A solution for every business and all industries
A management model geared towards the
customer and integrated with all other
business processes
HR, internal communication and talent
management
eCommerce totally integrated with your ERP
The logistics management ERP solution
adapted to businesses
Participation, communication and interaction
that promote progress
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