Orian Technologies brings the next generation of budget and procurement management, end to end systems, based on Dynamics CRM 365 . 

 

System Specifications:
Budget Management

• Annual Budget work plan

• Budget Purchase Requirements 

• Budget item's balances

• Manage budget balances

• Budget utilization control versus approved budget

• Budget Additions / Budget Deviations

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Procurement Process Management

• Manage purchase request

• Requirements Approval and Escalation Processes

• Management of tenders and committees

• Budget control

• Communication control with a supplier.

• Supplier Agreement Management

• Management of supplier tender agreements

• Manage single vendor agreements

• Option Management / Continue / Increase Connections

• Management of balances and periods of engagement in agreements.​

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Budget and Procurement solution specifications:

• System Adaptation to specific budget and procurement needs - customizations of system forms, views, reports and business service process with automatic updates, tasks, emails, sms etc.

• ​Omnichannel - Providing a unified response to customer requests from a variety of online channels - Service requests via the website, chat, Facebook, Whatsapp and offline channels - emails, phone calls, faxes, meetings, Using the latest technology from Microsoft.

• ​365 customer image - The CRM provides full business information about customers and history of budget and purchase requests, phone calls, meetings, e-mails, sms, newsletters and client-facing tasks.

• ​Smart SLA - Enabe business operating efficiency, time saving and costs reduction - defining SLA (Service Level Agreement) for budget and purchase requests, get notifications and alarms of delays in processing purchase and budget requirements.

• Automated processes using the workflow mechanism enable the transfer emails and sms's with information how to handle the request, escalation, automatic status updates and automatic alerts via SMS and email.

• ​Supporting front-line employees - Providing a complete customer profile and all information needed for a rapid handling service requests, creating customer retention for the long run.

• ​Knowledge base - Information and knowledge sharing among the employees enable multi-functionality event treatment. 

• ​Dashboards for managers to investigate information and make effective decisions - a graphical display to investigate the source of events / malfunctions, display delays by event type / location / urgency etc, employee performance research and more.

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Advanced ced technology support:

• Office applications built-in support: Excell, Word, Outlook etc

• Advanced cloud technology support

• Optional - Remote support using tablets / smartphones and office PC's browsers

• Optional - budget/purchasing requests interface through the company website / portal

• Optional - IVR connector to call centers operators