Project and contract management at Fusio
Digitization and automation of order, purchase order or project management. Refinement and acceleration of processes. Timely reminders of important facts thanks to notifications and reports.
With Fusio you have clear charts and key indicators at your disposal. Keep track of deadlines and milestones as well as subcontractors, materials, inventory, human resources, costs or cash flow. You can benefit from approval processes, document circulation, a task book, a booking and stock system, integration with digital signatures and much more.
Fusio is a flexible platform that adapts to your needs. Record exactly the agendas you need and in a way that suits you.
Example of a project reality and employee workload chart with milestones marked.
Example of data arrangement in Fusio – main list with projects and related linked sub-signs.
Sample editor for entering a new task into Fusio.
How does Fusio help you keep track of projects and orders?
- Recording of all phases of projects - tenders, orders, overview of time requirements and workload, subcontractors, costs, invoicing, cashflow, monitoring of deadlines and milestones, ...
- Automatic deadline tracking - email reports and notifications more...
- Task manager - effective collaboration, task assignment, workflow, reminders, management and supervision of deadlines, etc. more...
- Graphical previews according to your needs, Gantt chart, Time view charts, ...
- Digitization and automated workflow - collaboration on documents, circulation, monitoring of deadlines, statuses, tasks, reminders, etc. more...
- Approval processes and commenting procedures more...
- Warehouse management - e.g. material needed for the order vs. current stock, etc. more...
- Overview of KPIs - You can monitor your KPIs on the home dashboard/dashboard more (Fusio blog)
- Overseeing cash flow - recording income, expenses, invoicing and monitoring deadlines.
- And more - according to your needs.
Seamless integration with the systems you use
Fusio is a flexible software that you can easily connect with your other tools.
So you can keep using them without worrying about their functionality.
And many more…
Integration of digital signatures
Fusio provides a comprehensive automated document workflow, including digital signatures – by working with a third-party system, e.g.
DigiSign.
Ex: The automatic workflow of contracts in Fusio can be supplemented by securing signatures from both counterparties, monitoring the delivery of the signed document and archiving it. By linking with the Contracts agenda, it is possible to control the start of contract execution after the signed contract has been received, etc. more...
Microsoft Power BI integration
For data analysis and advanced data visualization, it is possible to connect Fusio with Microsoft Power BI.
This integration allows you, for example, to process data coming from multiple sources (from Fusio + Excel spreadsheets, etc.), as well as in-depth data analysis, creation of reports or dashboards or implementation of an action plan, creation of forecasts and sharing information through other Microsoft applications. more…
Tip: How to schedule project tasks in Fusio?
How do I go about planning tasks for a new project?
Do you have a lot of steps that are repeated over and over again?
🔁
Do you have an internal TO-DO sheet to check off, or do these processes have no clear form? 🤔
One of the features of Fusio is that it is used to manage projects and repetitive processes (including individual tasks).
In practice, it looks like we create a template for each process for the steps that are repeated.
📄 For example, just for the implementation of individual types of orders. more…
Current market demands require increasing work efficiency and keeping the work team at an optimal size.
A situation where e.g.
Excel spreadsheets and e-mail is becoming unsustainable.
It places enormous demands on management and administration to keep a constant “watch” over the entire process to avoid any omissions or financial loss resulting from it.
“In Fusio, we have a bespoke interface that allows us to display the status of individual projects in a clear graphical format with contract deadlines highlighted.”
Ing. Milan Ptáček, Managing Director of Signal Projekt
With the increasing number of orders that the company executes, there is a need for their effective management.
Regardless of the industry in which the company operates.
“Fusio helps us with complex contract management. From quotations, orders and contracts to order execution, Ganttúv graph, material and stock management and invoicing.”
Ing. Martin Šalé, Deputy Chief Operating Officer, AK Signal Brno
“Fusio helped us to connect the Money S4 software with production. This way, we share information about the current state of material in the warehouse with workers who do not have access to the accounting software.”
Ing. Ladislav Polcar, company director, AK Signal Brno
The company specializes in the construction of photovoltaic systems for companies and individuals and manages very large-scale but also smaller projects.
As the company grew and administration increased, standard record-keeping tools such as excel spreadsheets, email communication and various notepads were no longer sufficient.
At this stage the client approached us.
After the first meetings, when he was interested in the Fusio solution, we agreed to analyse all his processes.
Subsequently, we created a comprehensive system for the customer, including project, warehouse, task and directory management.
Automatic task assignment and task overview and deadline tracking.
Improved communication and collaboration within the work team and reduced overall project delivery time.
“We chose Fusio mainly because it is tailor-made for our company. It was designed the way we wanted it and there was no need to adapt to any system.”
Ing. Miroslav Rokyta, Managing Director M Plus Electro
Benefits of project management in Fusio
- At a glance you can see what stage the project is at.
- Graphical modules for clear data display.
- Clear records and lists with the possibility of linking agendas.
- Quickly search lists using filters.
- Process automation, reporting and notification.
- Effective communication and teamwork support.
- Option to save attachments.
- Access permissions (data safe) and change history.
- Taskmaster - assigning tasks and supervising their performance.
- Easily modify and expand the system in the future.
Reporting and notifications
Email reports help you manage your projects by keeping track of deadlines and all the processes for you.
It allows you to email reports to yourself as you need them, so you don’t have to keep checking to see if there’s a problem in your processes or if there’s a threat. You will only receive what you are interested in.
Tip: Fusio as a replacement for SharePoint or Notes/Domino
Recently, we are often asked whether Fusio can replace your existing solution, based on Microsoft SharePoint applications, in the case of HLC Notes/HLC Domino. (Formerly IBM Notes and IBM Domino, even before that Lotus Notes and Lotus Domino).
Generally, the answer in both cases is – Yes – the implementation depends on your requirements.
The mentioned applications are variable platforms for creating specific solutions, and this also applies to Fusio.
More… you can read on the blog.
Example of the Fusio system editor with the possibility of editing the parameters of individual lists in the user part by the system administrator.
Tip: Dashboard - Fusio dashboard
Want to see the most important information from the whole company?
At a glance?
This is what the Dashboard is for.
After logging in to Fusio, you will see immediately what is happening in the company and most importantly – you will see only what you really want/need.
The dashboard is individual for each user, so everyone can set it up according to their own preferences.
The Fusio Dashboard is like the dashboard of a car.
You only see what’s most important.
If you want to tinker with the settings more, you can.
But you can see the oil light at a glance.
More… you can read on the blog.
Want to see how Fusio works?
What else can you use?
If you have not found the area you are interested in, please contact us. We will be happy to advise you.