Online ERP Software for a Small Business

By: Muz Karabaev / Founder, CEO

How companies used to store the data

Looks familiar?

How companies store the data now…

Smaller enterprises have been left behind with less choices:

Some enterprise levels giants have evolved

Cloud ERP Software should be affordable, functional, and customizable

Why cloud ERP software should be affordable

Because it helps your organization to move from here to here

Image source: http://itorganization2017.files.wordpress.com/2013/01/slide11.jpg

Principles of kpi.com cloud ERP softwareThe kpi.com is built around the following principles:

Cloud ERP

Customizable

Affordable

Integrated

Easy to Use

On Mobile Kpi.com Reporting PrinciplesThe software should be able to provide the Financial information quickly

Kpi.com Upgrading PrinciplesThe cloud business software should provide automatic regular upgrades for free. For all customers.

Introduction

Introduction – who we arekpi.com – part of Finnet Limited, Software Company Started/Founded in 2005 by Muzaffar Karabaev in London, United Kingdom.

MobileCloud DMCC is a sister company in Dubai, and became GCC Sales and Support Headquarters for kpi.com-Finnet Limited from 2014.

120+ employees spread over three Regions: Central Asia, GCC (UAE) & UK, Plus our Partner Network (KSA and Oman).

30+ partners/resellers working and providing support for kpi.com in more than 10 Countries. GCC is a major focus NOW

What is kpi.com/ERP?

Cloud SaaS Software

SME’s Business Processes

Affordable

Built in Workflows

Keep it simple

Ease of Processes

Single Platform

5 Modules

With kpi.com you get:

Ease of adoptabilityFive core modules in one

application

Cloud and Central System

Focus on quality and working method

Multiple layers of support, including

trainings and migration

KPI.com: End Users Geographic Spread28%

North America

13%UK

21% Other parts of Europe

5%Australia

20%Middle East

4% South America

2% Africa

Rest of the world – 7%

400+ Companies, 15000+ User Base and Growing

Kpi.com modules and processes

What is kpi.com software?It incorporates all key business functions of your business

Manage cash/money

Keep track of products

Manage Customers

Produce or Implement

Sell

Keep Track of Employees

Accounting and Finance

Inventory Management

Warehouse Management

CRM

Project Management Manufacturing

Storefront Sales Force Automation

HRMS

Case management

Payroll

Bookkeeping

Kpi.com ModulesKpi.com contains the following features:

Dashboards

Accounting and Finance

Project Management

CRM

EmailingHRMS

HR Management & Payroll

Sales (incld. E-commerce)

Accounting Document Management

Project Management

Purchasing and Inventory

Even a small business is complicatedKpi.com makes it easy to manage

Project Management

PM Workflow Simple Project Workflow:

Construction/Architecture Workflow:

Add Project Add Task Timesheet TimesheetApproval

Close the Project

Add Project Prepare a Budget

Start the Project

Add Tasks

Approve Budget

Add Work-streams

PO Request/Approval

Receive Goods

Timesheet TimesheetApproval

Payroll

Bill the client

Close the Project

PM Workflow Or you can utilize the following workflow if you operate in Professional Services Industry:Add Project Add Task

Timesheet TimesheetApproval

Payroll

Bill the Client

Close the Project

You can use Case Management for managing issues at any step of the workflow:

Project Management - Planning

Getting Started

Add Project

Add Work-stream

Add Taskhttps://www.youtube.com/watch?v=_hLNlEVsqho

Project Gantt Chart

Import your own MS Project File

We want to import our own MS Project files

Resource UtilizationWe want to know if

employees have enough tasks

Project BudgetWe want to plan project revenue and expenses

Timesheet Employees fill out timesheet and submit for

approval

Timesheet Approval

Timesheet/Payroll1. Make sure employees fill out timesheet

2. Specify rates per project

3. PMs Approve Timesheets

4. Run payroll as regular

We want to pay employees on an hourly rate

Timesheet InvoiceWe want to bill all

timesheet hours to the client

Change the template here

HRMS

HRMS Structure

With Biometric Device Integration

https://www.youtube.com/watch?v=swYk62gTCwA

ESS concept allows HRs to ease their workload

Our employees can see and modify their own HR

Data

Employees can see a lot of their stuffEmployees can see their own related features

ESS: HR can setup reminders for employees

Reminders can be set to Employees or to managers

You can trigger your own events

Settings -> Recurrence Settings -> HR reminders

Biometric/fingerprint device integration

Actual hours when employees came to the office

Approve leave requests

Approved, go

Payroll Workflow

Payroll is fully tailored for UAE and Australia legislations

Contact us at support@kpi.com for payroll customizations at your own country

Recruitment

https://www.youtube.com/watch?v=swYk62gTCwA

You can receive candidates from a web form

Publish vacancies to your website

After recruitment, there is an onboarding

We can track passport, visa, government related forms, entry permits and set renewal reminders for HR managers

CRM

CRM-Sales Workflow

Lead CaptureLead

Qualification OpportunityOpportunity

Won

Lost

Reports and Dashboards

Project

Sales Order

No Leaky funnel + Complete Visibility= Integrated sales, project management and accounting process

Sales: Just Work With Leads, No Data EntryEasily embed a web form to your main website

And start working with leads in kpi.com

Work with Leads

All activities automatically appear in calendar

Enjoy planned tasks in the calendar

Calendar shows projects, tasks, and leave requests

Sync with Google

Find out how you are performing monthly

It indicates that there are not enough sales at the top of the pipeline

Total sales this month

and yes, Help Desk Support is Available

You can configure color coding important tickets when you need

Assign cases(tickets) right there

Help desk won’t be useful without emailing

Reply right here

Need to email more? There is a message center

You can connect it to your Google apps account

Everything is connectedYou can convert opportunities to project, and manage it from project management section

ORManage any issues appearing in company from one place. You can relate cases (tickets) to anything. You can track even purchasing issues from suppliers

No need to integratedifferent apps with each other

Accounting and Inventory

Accounting and Inventory Workflow

Sales Order

CreateApprove

Get from Storefront

Purchase OrderRequest

Approval

The following workflow can be utilized by retailers:

Receive GoodsWarehousingPurchase Invoice

Ship ItemsPickPack Ship

Convert to InvoiceHandle Returns

Receive PaymentSales ReceiptStatement charges

Make PaymentMatch Paymentw/ Invoice

View ReportsBalance SheetP&L Statements Sales Reports

Accounting and Inventory Workflow

Sales Order

CreateApprove

Get from Storefront

Purchase OrderRequest

Approval

Manufacturing industries can utilize the following workflow:

Receive GoodsWarehousingPurchase Invoice

Make PaymentMatch Paymentw/ Invoice

Receive PaymentSales ReceiptStatement charges

Convert to InvoiceHandle Returns

Ship ItemsPickPack Ship

View ReportsBalance SheetP&L Statements Sales Reports

Build AssemblyInventoryProductWarehouse

Accounting and Project Workflow

Create Sales Quote

Client ApprovalRequest for Quote

Timesheet Task TimerEntries

Professional Services Industry:

Timesheet ApprovalPlanned vs. ActualTask duration

View ReportsBalance SheetP&L Statements Sales Reports

Timesheet InvoiceTotals by tasksTotals by employees

Add Project

Project DetailsBudget and Estimates CRM Won

Opportunity

Project Management

Receive PaymentSales ReceiptStatement charges

Accounting

Invoicing

You can create your own templates

Invoicing features:

Multiple currencies

Custom templates

Custom fields

Billable expenses

Product/service types

Different types of invoicing We want to create

recurring invoice and credit notes

Sales Quotes with Progress InvoicingWe want to charge our

customers partially

Import your own invoice templates

Contact us at support@kpi.com for importing your own invoice templates

Invoice documents can be sent as PDF in your own template

Accounting and Bookkeeping

You can create other accounting transactions

Sales charts

You can analyze your top customers and products

View Accounting Reports

You can provide access to your accountants or advisors to analyze the figures

Need more?There are a number of add-ons which you can enable:

Excel Plugin

Storefront

Need more? You can customize kpi.com under your own requirements:

Your own functionality/featureYour own tabs/fields/entities

Your own rules

Hide/Add additional tabsWorkflow rules/reminders

Custom sharing/access controls

Custom Fields, 2-level Workflows

Colors/Logo/TemplatesLevel 1

Level 2

Level 3

Rules

Settings

Wor

kflow

s, ta

bs,

shar

ing

Workflow Feature 1Section

1

Feature 2

Invoice

Colors Logo

Core kpi.com

Why kpi.com?

Benefits of kpi.com

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By adopting kpi.com, you will be able to enjoy the following benefits:

Transparency of processesLower Operational Costs Ease of Sharing

Improved Customer Service

Better Reporting Increased Efficiency

Kpi.com is Safe and Secure

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Physical securityIt is hosted on Amazon cloud

Network securityHTTPS protocol is used to encrypt

data

People and processes

Employees have no access to customer

data

We Offer Lot’s of Training Materials for Free

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Project Management overview: http://www.youtube.com/watch?v=_hLNlEVsqho

CRM: http://www.youtube.com/watch?v=2qFEjSawfCU

HR: http://www.youtube.com/watch?v=swYk62gTCwA

Accounting Videos: http://www.youtube.com/playlist?list=PLa7P0Qa2jO2X9tYQ9aVPV4NJ3F4C9sScW

Our video trainings:

Our help center:Our guidebooks:

Our Support Team is There For You 24 Hours

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We love our customers and they love us too! These Companies Trust Kpi.com in Running Their Business:

12,000,000+ Projects

1,550,452+ Timesheet entries

4,458,263+ Invoice Documents

526+ Companies

Signup For a Free Trial

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