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Home / Resources / Case studies

Resources

Case studies

Modules and applications we designed and deployed inside corporate portals. No client names — concrete processes and benefits.

Finance and accounting

Invoices received

The complete life cycle of a received invoice — from manual entry or AI import from a scan, through multi-level approval with defined limits, payment process (SEPA), payment matching, to export to OMEGA, ISDOC or other accounting systems. The module manages obligations to suppliers with a full audit trail.

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Invoices issued

Management of receivables from customers — from issuing an invoice linked to the project, contract and order, through PDF generation in language variants and sending by e-mail, to collection matching, tracking of balance amounts and reminders in case of delay.

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Payments

Financial operating module for the entire payment cycle — import of bank statements (multiple banks), automatic matching of movements with invoices, generation of SEPA payments and monitoring of their status. An execution layer that connects approved obligations with real cash flow.

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Cash register

Management of cash movements, billing and printing of cash registers. The module registers income, expenses and settlements, keeps a running balance, links movements to documents and generates a cash receipt and a cash book for accounting.

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Blocks

Process processing of minor costs with an emphasis on eligibility control, project assignment and auditable payment. The module digitizes the journey from uploading the note to closing by accounting, so that costs are not lost in e-mails and papers.

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Bank guarantees

Records of bank guarantees for orders and tenders — monitoring of limits, validity and conditions.

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Business, projects and contracts

Projects

The central project signpost and core of the entire system. The module aggregates finances, documents, contracts, orders, invoices, mail, schedule, checklists and team approaches in one workspace so that the project manager and management manage the project according to real data and not according to delayed reports.

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Business cases

Pre-project business pipeline for tenders and business cases with multi-country logic. The module manages the entire cycle from the establishment of the case, through rounds of bids and attachments, to the result (win/lose/cancelled) and smooth handover to project implementation.

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Orders

The complete life cycle of the purchase order — from the project manager's proposal, through the blacklist check of the supplier and approval according to the user limit, to the uploading of the signed scan and continuous monitoring of the drawdown through the assigned incoming invoices.

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Contracts

A registration and control module for the entire life cycle of the contract — from creation and numbering, through the management of addenda and payment schedules, to monitoring of financial drawdown through linked orders and invoices. The controller sees if the total contract limit is about to be exceeded.

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Tender

Records and management of public procurement processes — monitoring of active tenders, areas and segments.

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Complaints

The complete process of complaints from establishment through evidentiary attachments to closing with protocols. The module keeps a transparent record of steps, responsibilities, financial items and outputs, so that complaints are resolved consistently, on time and with a full audit trail for both management and the customer.

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Directory

Master-data layer of the entire platform — one source of truth for companies, contacts, addresses and bank accounts of partners. Centralized records with synchronization from registers (Finstat), blacklist, evaluation of suppliers and detection of duplicates. For each partner, you can see a complete portfolio of linked documents — contracts, invoices, orders, mail.

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Human resources and internal processes

Employees

Personnel agenda for the entire employment cycle — from recruitment and onboarding to organizational changes and payroll documents. The HR team gets a unified overview of people, documents and responsibilities without parallel excels.

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Attendance

Complete management of absences and attendance from application submission to payroll export. The module ensures approval via task workflow, control of holiday funds and uniform documents for HR, payroll and line management.

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Evaluation of employees

Structured periodic evaluation of employee performance with a uniform methodology across the company. The module ensures consistent evaluation of teams, comparable outputs and historical continuity for managerial decision-making.

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Rewards

Management of incentive and variable rewards — fixed rewards, rewards from discounts, monthly rewards and their approval.

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KPI

Structured performance management system — the employee proposes KPI goals, the superior approves them or returns them for revision, the system requires ongoing performance in defined terms and, at the end, generates documents for HR to pay rewards.

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Tasks

Internal task management for managing operational tasks with clear responsibility, deadlines and reporting. The module gives the teams an overview of the state of work and the management documents for managing performance and priorities.

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Property, logistics and operation

Property management

An extensive module for the entire life cycle of assets: records, storage, allocation, requests, inventories, liquidations and protocols. Assignment requests are approved through tasks, an order can be created from a request, and the system generates a handover protocol when an employee leaves.

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Service vehicles

Management of company vehicles, driving books and refueling with monthly closing and cost control. The module links operational data about trips with HR and financial outputs so that the company can control limits, overconsumption and private kilometers.

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Mobile phones

Management of SIM cards and mobile devices linked to employees, tariffs and usage. The module helps IT and HR keep cost and operational control over the mobile fleet.

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Cameras

Camera system records — add cameras, manage locations and access streams directly.

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Material

Building and warehouse material records — list, reservations and tracking of warehouse item movements.

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Mail

Records of incoming and outgoing mail, including attachments, notified persons, and filing and export processes. The module ensures the traceability of correspondence, links to projects and partners, and tracking the status of shipments until delivery.

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Room reservation

Calendar reservation module for rooms and internal resources in real time. The system continuously checks for collisions, protects reservation ownership and gives teams an instant view of availability without email haggling.

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IT, support and administration

ServiceDesk

Internal IT helpdesk for incident management from reporting to closure, including resolver assignment, notifications, comments and audit log.

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Documents

Central storage of internal documents — folders and files in one environment with a shared file manager. The module allows you to create folders, subfolders and files, manage versions, manage add and delete permissions and hold author and time metadata.

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