Thesis.net ERP-BI-CRM (SaaS)

Software as a Service (SaaS)

Take advantage of Thesis products without purchasing. Most Thesis products are also offered with the option of an annual usage contract, i.e. renting them rather than purchasing them. The terms of this lease are developed in a special contract, which is mutually agreed upon when ordering them, before the start of use. In cases of handling very sensitive data and after a special agreement, the hosting space may belong to the end customer.

CGSoft, with 30 years of integrated experience in the design, implementation and support of ERP systems in businesses throughout Greece and abroad, provides you, through the Thesis.net business software suite, complete and functional coverage of every business need, regardless of size and activity.

Thesis.net ERP (SaaS), in collaboration with the other systems of the Thesis.net application suite, it integrates comprehensive business processes that cover the full range of financial services and operational processes. Thesis.net ERP (SaaS) extends processes to cover collaborative environments, manageable by the business, customers, partners, and suppliers. Thesis.net ERP (SaaS) effectively upgrades business processes by offering high integration and availability of information. The breadth, depth and flexibility of Thesis.net ERP are exceptional, making it a pioneering ERP solution and a leader in the Greek market. Thesis.net ERP (SaaS) allows for gradual expansion in steps, to monitor the constant changes in the business world, and to add processes or solutions whenever the need arises. Companies no longer need to be burdened with costly and time-consuming projects to replace or upgrade their information infrastructure. Thesis.net ERP (SaaS) progressively integrates and activates existing resources (IT assets), allowing significant savings during the process of developing and improving processes. Thesis.net ERP (SaaS) offers improved performance, flexibility and scalability. The solution is easily scalable and features an integrated and simplified configuration process, significantly reducing its cost of use.

Thesis.net BI (SaaS) is a powerful analysis and information tool that covers every activity of the business. Thesis.net BI (SaaS) includes an automatic alert system, automations supporting a variety of chart types, a system of indicators (KPIs) in GIS, ensuring access rights, etc. It uses the latest technologies to support decision-making, which is based on documented business information drawn from all of the company’s data. The system offers ready-made business information in real time, without the user having to worry about how it was extracted or calculated, and displays it in various ways (display in tables, graphs, etc). It is a completely open system that interacts and exchanges information with all known office automation programs, ensuring maximum productivity and free choice of tools.

Thesis.net CRM (SaaS) supports and completes all business processes that interact with the customer or partner (sales, marketing, support) as well as all means of communication (voice, web, fax, email, mobile). Thesis.net CRM (SaaS) helps in the transition from a system based on the customer’s accounting identity to a system based on a customer-centric approach with the ultimate goal of understanding and evaluating the overall relationship with the customer to maintain loyalty and adequately detect/exploit purchasing preferences. Thesis.net CRM (SaaS) ensures full integration of the entire chain from financial management, inventory management, supply chain management, human resources management of the company, but also of partners with full access and connection to Thesis.net ERP (SaaS). The system records all kinds of electronic information, links it to the activity, the person in charge of the business and of course the prospective client, partner, etc. ensuring full traceability and immediate utilization of all business activities. The internal workflow and of course the organization of the sales cycle are automated, ensuring the necessary standardization and functional homogeneity of the business. Thesis.net CRM (SaaS) evaluates customers, partners and the human resources of the company, providing an extensive series of critical performance indicators that demonstrate their historical behavior, but mainly the dynamics of upcoming changes, the revelation of trends and generally the capture and projection at a corporate and personal level of their entire business behavior. Thesis.net CRM (SaaS) is a powerful management tool with immediate and tangible results, reducing internal costs and offering flexibility and documentation in decision-making.

Thesis.net ERP (SaaS) Core modules

• System Management. Includes user management (roles, rights, profiles, etc.), the environment for company customization, multi-currency management, unified management of unlimited financial uses, printer management, full application customization and analytical management of all database objects.
• Warehouse Management. Includes item maintenance, detailed warehouse configuration, advanced price list and pricing policy system, inventory procedures, e-shop infrastructure, and complete costing system (with cost forecast entries). Fully supported, regular items, color & size, serial numbers, batches, items with dimensions, items without quantity, simultaneous tracking of 2 units of measurement, extensive barcode support.
• Customer-Sales Management. Includes maintenance and extensive parameterization of the customer – vendor subsystem and sales targets, transaction coding (series, document types, receipt types), parametric document definition and issuance procedures, turnover discount procedures, balance age analysis (fi-fo, open items), credit policy. Includes mass document transformation procedures and a full range of parametric printing.
• Customer orders. Includes full tracking of offers, orders, multiple categorization, automatic status updates and order history. Full or selective order cancellation procedures, dynamic and automatic collection proposals, shipment approvals, completion of collection (picking & packing), quality control procedures, deliveries, issuing picking lists, automatic transformation into sales documents, etc. Full barcode support.
• Supplier Management–Purchases. It includes the maintenance and extensive parameterization of the suppliers and creditors subsystem, the coding of transactions (series, document types, receipt types), the parametric definition procedures of documents, the age analysis of balances (fi-fo, open items), the credit policy. Included are a complete import costing system (import file) with cost allocation, document transformation procedures and a full range of parametric printing.
• Purchase orders. Includes full tracking of offers and orders, their categorizations, automatic status and history updates. Supports full or selective cancellation procedures, approved buyer system, complete approval system, quality control procedures, receipts, transformations into purchase documents and full support for barcodes and purchase price lists.
• General & Analytical Accounting, Cost Centers. Support for G.L. and A.L. chart of accounts with unlimited levels, multiple calendars, coding of movements, concentration accounts, off-account cost and revenue centers. Support for allocation scenarios, cost reallocation scenarios, automatic import of articles from Excel. Automatic generation of periodic VAT declarations, consolidated invoice statements, balance sheet submission, budget system (revisions, deviations, etc.), balance sheet issuance, Intrastat declaration and income and expense ledger.
• Cash Management. Coding of types, positions and accounts of securities and types of receipts. Maintenance of securities with full history. Automated management of tables (transfers, repayments, deposits, etc.). Full range of parametric prints (Portfolios, Ledgers, Cash Flow, etc.).
• Fixed assets. Detailed categorization of fixed assets (facilities, departments, offices, managers, categories and types). Support for depreciation types, automatic creation of depreciation movements and other movements (e.g. sale). Graphical representation and transfer of fixed assets to facilities, departments and offices. Integration of a fixed asset within a fixed asset. Full range of parametric prints.
• Retail. Integrated retail receipt and returns system with full barcode support. Additional maintenance of retail customer data (marketing), with historical recording of movements. Issuance of invoices with automatic application of corporate policy and monitoring of the cash register (cash, cards) and store expenses.
• Import Manager. Automatic external data import subsystem. It updates Thesis.net with data fed from any external system in known formats (Excel or ASCII).

Thesis.net BI (SaaS) Core modules

• Analysis Services: Thesis.net BI offers excellent business information by combining item, sales, purchase, and financial profitability (P&L) data in a single environment. Critical business information is captured in real time with immediacy and ease, with practically any combination and depth of analysis, with a direct impact on the spectacular improvement of the company’s level of knowledge.
• Business Alerts: Thesis.net BI supports a system of automatic alerts, which are automatically activated when given business conditions occur. Notifications are automatically sent to selected recipients using electronic messages (emails, SMS) and with a full analysis of the operational conditions that caused them. In this way, immediate and effective notification of appropriate recipients is ensured for operational events that may occur and either require additional handling to address them, or are undesirable events and there should be immediate actions to resolve them.
• Business Analytics: Thesis.net BI supplies department managers, store managers, product managers, but mainly those responsible for setting the company’s strategy and financial managers, with critical quantitative data, measuring the efficiency of the company but also the fluctuations of critical indicators over time, essentially offering information on the trends of the indicators and changes in their behavior.
• Business Explorer: Thesis.net BI searches, correlates and distributes business information, based only on business entities (e.g. customers, balance, sales, etc.). The user with a business entity as a starting point can be automatically informed about each connected concept (e.g. for a customer, their open invoices, the items they have already purchased or ordered, and so on), without any knowledge of Thesis ERP at all. This business intelligence tool is fully integrated with office automation tools and enables the creation of specialized reports.
• Sales MIS: Immediate and very fast intelligence and reporting tool, which simply and powerfully combines key business entities (customer, customer category, group of items, salespeople, etc.) to return for every possible combination, business critical values ​​(Sales, Gross Profit, etc.) for any time period. The result is formatted with the help of the most widely used reporting tool in the world (Crystal Reports) and of course is distributed in any practical format (PDF, DOC, XLS, etc.).

Thesis.net CRM (SaaS) Core modules:

• Sales & Marketing Automation: By capturing the internal structure of the marketing and sales departments and the product organization, the system manages prospective customers, evaluates them and integrates them into the processes (phases) of the sales cycle that covers a full cycle, from the management of opportunities and offers to the final order. Sales teams distinguish and group prospects or contacts according to their importance or interest to the business, record and personalize each communication, create forecast reports or evaluate an existing relationship. By defining information access levels internally within the business, the specificity of a relationship is ensured at the appropriate level. As a result of all of the above, internal marketing or sales processes are adequately supported and new ones are structured, combining processes, priorities and people into a whole, with a direct impact on the spectacular improvement in the level of knowledge of the company’s customers, as well as the level of service.
• Call center & support management: Support of customer or partner service processes. Thesis.net CRM automates call routing and recording, contract management, problem management and other business processes. It measures performance in service management, evaluating internal processes, service systems and service managers. The optional use of CTI technology, the ability to activate workflow processes and the integration with Thesis.net ERP offer an excellent improvement in the internal and external quality of communication. Knowledge management systems add documentation and timely response to problems, ensuring fast service times.
• Workflow & user profiles: The automation of workflow in marketing, sales and support departments is a permanent need and request. The system fully supports workflow rules, which are defined or dynamically changed by the company. In this way, the tasks of assigning potential customers or opportunities to salespeople, monitoring sales cycle processes, etc. are automatically integrated into the corporate philosophy. The security of corporate data, at the levels of hierarchy or responsibility, is ensured by the specificity of a relationship at the appropriate level, as well as the ability to access specific information, with the parametric definition of access rights to processes or data, as well as the determination of information access levels in the company. Thus, the system offers the opportunity to the owner of the information to manage it at will and to allow or not his associates, in specific departments, and/or every employee in the company to view and/or change it. The range of corporate data included in the above logic includes customers, activities, requests, contacts, contracts, opportunities, offers, etc. The system can also activate an auditing system with a complete and detailed recording of all user actions at any level of detail requested.