Professional Services Solutions

The Zavanti Project Management and Collaboration solution is a fully scalable solution built on the Microsoft Dynamics CRM 2013 and SharePoint 2013 platforms for businesses within the Construction, Engineering and Project-based industries. Zavanti have created a unique toolset to support your business needs.

The solution delivers a 360-degree real-time view of projects, tasks and resources combined with extensive reporting and back-end financial information. Developed with Zavanti’s extensive industry experience, the solution delivers robust document and contract management features. The software was developed with users in mind so that it is quick to learn and easy to use with a consistent Microsoft office look and feel, making it the project management and collaboration software tool that staff will want to use.

The solution gives your business the ability to accurately analyse project data in order to forecast project milestones, cash flow estimates and budget reports.

Managing all the documents related to a project can be difficult if you have multiple resources working on the same spreadsheets or documents. With the SharePoint 2013 integration, you can track and store all of the documents relating to your project in one place, ensuring consistency of information across your organisation.

Key Features:

• Effectively manage job scheduling, resource allocation and task management to deliver successful projects on time and on budget
• Take control of your project environment
• Understand actual costs on a real-time basis
• Risk and Issue management
• Efficiently schedule and allocate budget and resources throughout the project lifecycle
• View critical dates, completion percentages and subcontractor activities for all projects on one screen
• Intuitive Gantt chart for tracking and scheduling
• Extensive reporting and dashboard functionality

These project estimating and quoting modules provide the front end for your business; they manage the cost estimating, client quote preparation and inventory for your business.

Zavanti provides enhanced forecasting capabilities through the project estimating and quoting functionalities. This allows users to see projected costs up to 10 years into the future through month-by-month reports, and highlights any discrepancies against budget.

Estimating

Zavanti ERP provides an Estimating module that allows the user to create an estimate that will carry through from the Feasibility stage to Job Completion.

Zavanti Estimating inserts your budgets into the Job once it is created, and allows the automatic creation of Purchase Orders. You can import your results from Feasibility as your initial estimates. This capability also allows you to update forecasts as your project moves forward, merging actuals to date and updated budgets.

The Zavanti ERP software also allows you to copy estimates from one company in the database to another. You can also maintain an archive of estimates to review how your team has performed over time.

Forecasting

Zavanti provides enhanced forecasting capabilities. This allows users to see projected costs up to 10 years into the future in month-by-month reports, and highlights any discrepancies against budget.

Inventory

The Inventory module allows you to track items you have as your stock. The Inventory Management function within Zavanti ERP allows the user to:

• Create a Stock Group, a Stock Item and a Non-Stock Item
• Assign Supplier prices to new stock items
• Assign Supplier prices, Cost Centres and Client Prices to new Stock Items
• Print General Inventory, Client and Supplier Price Listings
• Create, enter and post Stock Take
• Create Item Type
• Re-calculate Client Selling prices
• Re-calculate Supplier Buy prices

Sales Orders

Zavanti Sales Orders provides a means to give our clients a document that itemises the components they would like to purchase from us. In essence, a sales order is the inverse of a purchase order. The use of Sales Orders will typically be for non-job related sales. Zavanti Sales Orders support a wide variety of cost+ scenarios.

Sales Orders are used to:

• Create or amend a Quote
• Create a Sales Order from a Quote
• Generate Picking Slips and Delivery notices
• Create Delivery Dockets
• Invoice the Client
• Complete the delivery

Zavanti ERP provides a range of integrated reporting capabilities, starting with our Power Writer for creating detailed reports in excel format. Our range of reporting capabilities are outlined below.

Power Writer

Power Writer is a dedicated report writer for the Zavanti ERP application. Power Writer’s strength lies in the ease of obtaining periodic information on any company, estate, stage, project or job in the Zavanti ERP system. Power Writer exports information from Zavanti ERP to Excel. In Microsoft Excel, this data can be analysed and charted.

Financial Report Writer

This is an integral component of our General Ledger for financial reporting, as this function allows the client to create a range of reports on operating results and balance sheets to meet management and external reporting requirements. There is also the opportunity for you to build upon our templates of reports.

Dashboards and Charts

Integrated with Zavanti CRM or stand alone, there is the capability to create reports using Microsoft Reporting Services. These are customisable for users to meet their specific reporting needs. Use of Microsoft Reporting Services allows the delivery of these reports through web browsers and mobile devices.

Zavanti Reports

The Zavanti solution comes with nearly 400 standard reports and templates for all users, which include invoice formats, purchase orders, sales orders and a complete range of documents used by our clients. In addition, certain reports include integration with word templates for creating documents such as contracts.

Export to Excel

For ease of analysis, you can simply export any data table in Zavanti to Excel through the click of a button!