Category: Business knowledge

New schedule for making KSeF mandatory

Post author By Maksymilian Śniegocki
Post date May 8, 2024

The Finance Ministry has completed an external audit of the National e-Invoicing System (KSeF), which revealed the need to revamp the system’s infrastructure. This step is expected to ensure the expected efficiency of the system and, consequently, the stability of economic turnover. For businesses, this means a significant postponement of the mandatory KSeF deadline.

The new timetable for introducing mandatory KSeF assumes a gradual implementation of e-Invoices.

For businesses whose turnover in 2025 exceeded PLN 200 million, KSeF will be mandatory from February 1, 2026, and the rest from April 1, 2026.

If you plan to integrate your Microsoft Dynamics AX/365 system with KSeF or are looking for a solution for NAV/Business Central, contact the experts.

Don’t delay implementing KSeF
to Microsoft Dynamics 365/AX.

We will help you effectively prepare to handle invoices
according to the new legal obligations

articles Business knowledge

Business bottleneck – what is it?

Post author By Maksymilian Śniegocki
Post date May 2, 2024

Table of contents

Causes of bottlenecks
Effects of bottlenecks
Recognizing and identifying bottlenecks
Using ERP technologies to identify bottlenecks

Bottleneck is a term often used in business operations management, which refers to a point in a production or operational process that limits the overall performance of a system. Eliminating bottlenecks is critical to improving the efficiency and competitiveness of a business.

In a business context, a bottleneck is defined as a point in a production or operational process that operates at the limit of its maximum capacity, restricting the flow of products or services. In practice, this means that despite efforts at other stages, the entire system is constrained by this essential operation or component. A bottleneck can be compared to a narrow section of a hose – although the rest of the hose is healthy and functional, this one point prevents smooth flow.

Causes of bottlenecks

The causes of bottlenecks in business processes can be varied and complex. One of the main factors is improper planning and management of resources. A company must anticipate the right amount of raw materials, materials, or personnel for a particular stage of production or service to avoid unforeseen delays and shortages. In addition, bottlenecks can result from efficient processes and proper allocation of resources. If there are no clearly defined operating procedures or resources are misused, this can overload specific points while other areas remain underutilized.

Effects of bottlenecks

The effects of bottlenecks in business processes can be very severe for a company. First and foremost, they limit productivity, causing delays in order processing, leading to customer dissatisfaction and a loss of trust in the company. In addition, bottlenecks can cause unpredictable fluctuations in deliveries, leading to financial losses, especially if it requires incurring additional costs for urgent deliveries or compensating customers. In addition, the prolonged existence of a bottleneck can negatively affect employees’ morale, who may feel frustrated by impeded work and the inability to achieve desired goals.

Recognizing and identifying bottlenecks

Recognizing and identifying bottlenecks requires a systematic approach and analysis of business processes. It is essential to thoroughly assess each stage of production or operations to determine potential flow-limiting points. This can be achieved through observation, data analysis, and consultation with employees at various levels of the organization.

Using ERP technologies to identify bottlenecks

ERP (Enterprise Resource Planning) technologies can be beneficial in identifying bottlenecks in business processes. ERP systems allow you to collect, analyze, and visualize data from different areas of your business. This makes it easier to identify problem areas and bottlenecks.

Using the reporting and analysis functions available in ERP systems, managers can track the performance of individual processes, monitor performance indicators, and identify areas needing optimization. In addition, ERP technologies enable the automation of many tasks, which can help eliminate unnecessary delays and errors in business processes.

Bottlenecks pose severe challenges to business operations but, at the same time, open up opportunities for process improvements and optimization. A key element is the systematic analysis, identification, and elimination of causes that limit the flow of products or services. Technology, such as ERP systems, can significantly facilitate this process by enabling better data analysis and business performance monitoring. Eliminating bottlenecks leads to a more efficient and competitive business in the marketplace. Effective supply chain management, based on innovative technologies and collaboration between partners, is becoming a strategic tool for companies seeking competitive advantage.

articles Business knowledge

Supply chain – what is it?

Post author By Maksymilian Śniegocki
Post date April 25, 2024

Table of contents

Logistics chain – what is it?
Differences between a logistics chain and a supply chain
Factors affecting supply chain performance
Technologies to support supply chain management
Supply chain strategy

A supply chain is a complex system of interrelated entities, activities, information, and resources involved in the flow of a product from raw material to final delivery to the last customer. It includes manufacturers, suppliers, warehouses, shipping centers, distributors, wholesalers and retailers. The supply chain is the essence of the operation of manufacturing and trading companies, and its effective management is crucial to a company’s market success.

Logistics chain - what is it?

A logistics chain is a part of a larger supply chain that focuses on planning, implementing, and controlling the efficient flow and storage of goods, services, and related information from origin to destination to satisfy customer requirements. Elements of the supply chain (logistics) include transportation, warehousing, inventory management, packaging, and order processing.

Differences between a logistics chain and a supply chain

The primary difference between a logistics chain and a supply chain is the scope of operations. A logistics chain mainly focuses on optimizing specific segments of the flow of materials and goods within the supply chain. On the other hand, a supply chain has a more holistic approach, encompassing the overall flow from the producer to the consumer, including logistics, cooperation, and coordination between all partners.

Factors affecting supply chain performance

The distribution chain organizes, stores, transports, and distributes goods from the producer to the consumer. It is a critical component of the supply chain, which includes all the processes and infrastructure necessary to move a product from the point of production to the final point of sale, i.e., into the customer’s hands.

Many factors, such as unforeseen transportation delays, demand volatility, raw material price fluctuations, customs barriers, or natural disasters, can disrupt supply chain efficiency. In addition, internal factors such as inefficient business processes, forecasting errors, poor communication between departments, and insufficient IT are also important. All of these require attention and constant monitoring to ensure a smooth and adaptive supply chain.

Technologies to support supply chain management

Modern supply chain management could only exist with the support of current technologies. Enterprise Resource Planning (ERP) systems integrate all aspects of business management, including the supply chain. Cloud solutions enable flexible and scalable resource management. IoT (Internet of Things) technologies offer real-time product tracking, while advanced analytics and Big Data algorithms allow better forecasting and response to market changes. The role of automation and robotization in warehouses and using artificial intelligence to optimize logistics processes should also be noticed.

Supply chain management is, therefore, a complex but essential part of any company’s business that requires constant attention and investment in the right tools and processes. Technological advances are opening up new opportunities for efficiency, cost reduction, and improved customer satisfaction.

Supply chain strategy

This is a crucial aspect of operations management that involves planning, designing, and managing all activities related to raw materials, work-in-process inventory, finished products, and the information accompanying these flows. The supply chain strategy aims to maximize efficiency, minimize costs, and meet customer expectations.

The supply chain strategy should be flexible and adaptable to changing market conditions, enabling the company to respond quickly to new challenges and opportunities.

articles Business knowledge

B2B customer, what does it mean?

Post author By Maksymilian Śniegocki
Post date April 18, 2024

Table of contents

B2B customer, what does it mean?
B2B customer relationship
B2B customer characteristics
What does the B2B customer expect?
B2B customer’s most important expectations
How to build a good relationship with a B2B customer?
Benefits of maintaining good relationships with B2B customers

Building a solid relationship with a B2B customer is a crucial aspect of doing business that affects the longevity and success of a company. In this article, we will focus on how to develop and maintain good relationships with corporate customers.

Such a customer refers to a company or organization that buys products or services from another company for business operations. Unlike a business-to-consumer (B2C) customer, B2B transactions are not aimed directly at end consumers but at other companies that use these products or services as part of their business, production, or commercial process.

B2B customer, what does it mean?

The term “Business to Business,” often shortened to “B2B,” refers to transactions between businesses, as opposed to transactions between businesses and individual consumers (B2C – Business to Consumer). It encompasses various activities, from selling products and providing services to partnerships and collaborations to achieve mutual benefits.

B2B customer relationship

A B2B relationship refers to the interaction, communication, and overall business relationship between two or more companies. These relationships are usually long-term and are characterized by a more complex sales process and a greater emphasis on relationship and value building than the B2C model. B2B relationships often require more intensive communication, negotiation, and customized offerings.

B2B relationships can involve various interactions, from regular purchases and deliveries to joint ventures and strategic partnerships in townships where companies collaborate on multiple levels, such as technology development, collaborative market research, integrated real, or innovation creation. Mutual trust, professionalism, and clearly defined terms of cooperation are essential in these relationships.

B2B customer characteristics

A professional approach to the purchasing process primarily characterizes business customers. The decisions they make are often the result of lengthy negotiations and analysis. They seek products or services, comprehensive solutions, and long-term value.

What does the B2B customer expect?

B2B customer expectations are usually more complex than those of individual customers. They are looking for a product and a partner that will offer stability, quality, and support. This manifests in the need for customized offerings to meet individual business needs, competitive pricing, and a high level of after-sales service.

B2B customer's most important expectations

Customized approach: the B2B customer expects to be treated uniquely and for the supplier to understand the specifics of their business.
Quality: in light of long-term consequences, the quality of products and services is a priority for the B2B customer.
Cooperation: the B2B customer is looking more for a vendor than a cooperation partner.
Transparency: clear terms of cooperation and honesty are essential for building trust.

How to build a good relationship with a B2B customer?

Understanding needs: a deep knowledge of the industry and the specific requirements of the B2B customer is essential. This allows you to customize your offerings and offer solutions that best meet their needs.

Relationships with customers are based primarily on the following:

Communication: regular and clear communication is the basis for practical cooperation. The interaction should be two-way, allowing you to provide information, listen, and respond to feedback.
Building trust: long-term relationships are based on trust, built through consistency, reliability, and honesty in business.
Adaptation: the business world is dynamic, so flexibility and willingness to adapt to changing customer needs are invaluable.
After-sales support: what happens after the sale often determines customer loyalty. Reliable technical support and quick response to any problems are critical.

Benefits of maintaining good relationships with B2B customers

Greater loyalty: satisfied customers are loyal, which translates into long-term cooperation.
Better profitability: good relationships can lead to repeat purchases and larger orders.
Valuable feedback: B2B customers often offer constructive feedback that can help improve products and services.
Reputation growth: positive customer experiences create a brand and attract new customers.
Business development: stable business relationships often open new market opportunities.

Summary

Business-to-business (B2B) customer relationship management is a complex and dynamic process that requires ongoing commitment and the right approach. If implemented with prudence and consistency, long-term investment brings significant and measurable benefits to the company. It requires an excellent knowledge of the products and services offered by the company and a deep understanding of the industry in which our customers operate and the specific needs and challenges they face.

Effective B2B customer relationship management relies on building trust and maintaining an open communication channel to respond quickly to changing customer needs and expectations. The approach must be flexible to adapt offerings to the evolving market and provide top-notch after-sales support. This adds to a solid corporate reputation, which is critical in attracting and retaining customers.

The benefits of this type of management are multidimensional. On the one hand, customer loyalty and satisfaction lead to repeat purchases and increased volume, directly increasing revenue. On the other hand, satisfied customers often become brand ambassadors, generating positive feedback and recommendations, which are invaluable in acquiring new customers. In addition, ongoing collaboration with B2B customers provides unique insights into market trends, which can lead to innovation and development of new products or services.

That’s why every step of customer relationship management must be thoughtful and focused on delivering value. This approach should be deeply rooted in the company’s corporate culture and be evident in every aspect of the business – from the sales and marketing department to after-sales service and technical support. Only then can B2B customer relationship management become a real asset to the company, bringing tangible short- and long-term benefits.

articles Business knowledge

MRP System – what it is and how it differs from ERP System

Post author By Maksymilian Śniegocki
Post date April 11, 2024

Table of contents

MRP systems – what are they?
ERP systems – what are they?
Critical differences between ERP and MRP
Advantages of using an MRP System
Advantages of Using an ERP System
When is it worth choosing an MRP system vs. when it is an ERP system?

MRP (Material Requirements Planning) and ERP (Enterprise Resource Planning) systems are vital tools that support resource management in companies. Although both software categories aim to optimize processes, there are fundamental differences between them. The choice between an MRP and an ERP system depends on the specifics of a company’s business. An MRP system focuses on efficient material planning, while ERP offers a broad spectrum of functions, integrating the entire company and supporting its growth in a dynamic business environment.

MRP systems - what are they?

An MRP system is a tool that focuses on managing the materials required for production. It analyzes the need for raw materials, components, and finished products and then plans their purchase or production. MRP supports precise warehouse management and eliminates the risk of shortages or excess materials.

ERP Systems - what are they?

ERP systems are advanced solutions that integrate different areas of a company’s operation, such as finance, human resource management, production, or logistics. It runs on a single platform, which allows for the effective exchange of information between departments.

ERP System, what is it?

The use of an ERP system enables effective management of company resources, automating and simplifying many business processes.

Critical differences between ERP and MRP

Scope of functions

MRP: focuses mainly on planning and managing materials in manufacturing processes.

ERP: covers a broader range of functions, integrating the areas of finance, human resources, production, logistics, customer service, and more.

Application area

MRP: focuses on production management, especially in the context of material supply.

ERP: it is used throughout the enterprise, covering a variety of business processes.

Complexity

MRP: less complex, focused on a specific material planning function.

ERP: typically, more complex and comprehensive, supporting the company’s overall management.

Advantages of using an MRP System

Inventory optimization: an MRP system allows you to determine material needs accurately, minimizing the risk of shortages or excesses in the warehouse.
Production planning: by analyzing the need for raw materials, MRP enables efficient production planning, eliminating delays.
Increased efficiency: a less complex MRP structure focuses on specific tasks, which can speed up planning processes.

Advantages of Using an ERP System

Process integration: ERP integrates all areas of a company's operations, eliminating information isolation and fostering synergy within the company.
Fuller visibility: ERP provides complete visibility of all processes with a unified database, making strategic decision-making easier.
Scalability: an ERP system tends to be more flexible and more easily adaptable to a company's growing needs.

When is it worth choosing an MRP system vs. when it is an ERP system?

MRP system:

ERP system:

articles Business knowledge

Application of ERP systems in logistics

Post author By Maksymilian Śniegocki
Post date April 4, 2024

Spis treści

What is an ERP system?
Role and advantages of using ERP systems in logistics
ERP system implementation – how it goes
The future of ERP technology

ERP (Enterprise Resource Planning) systems are vital to modern business management. In logistics, their role becomes invaluable, making it possible to optimize processes, improve coordination, and increase the efficiency of operations. In this article, we will take a deeper look at the application of ERP systems in logistics.

What is an ERP system?

An ERP system is an integrated software system that covers different areas of a company’s operations, such as finance, human resources management, production, or logistics. It runs on a single, shared database, enabling effective information exchange between departments.

ERP System, what is it?

The use of an ERP system enables effective management of company resources, automating and simplifying many business processes.

Role and advantages of using ERP systems in logistics

Automation of processes

ERP systems in logistics enable the automation of many logistics processes, such as warehouse management, shipment tracking, and route planning. This allows companies to achieve significant savings in time and resources.
Efficient inventory management

Integrating data on inventory, orders, and deliveries into a single system allows for more precise forecasting of needs, minimizing the risk of shortages or excesses.
Optimization of delivery processes

An ERP system in logistics enables close monitoring of routes, transportation management, and effective delivery planning. This translates into minimizing transportation-related costs and reducing delivery times.
Improved communication in the supply chain

With ERP systems, information about orders, deliveries, and inventory is available in real-time, eliminating communication errors and increasing transparency in the supply chain.
Gain competitive advantage

Combining automation, precise resource management, and operational efficiency means logistics companies using ERP systems gain time and cost savings and build a solid foundation for competitive advantage in today's dynamic market environment.

ERP system implementation - how it goes

Analysis of the company's needs: the first step is a thorough analysis of the company's logistics processes and identification of areas where an ERP system can bring the most benefit.
Selection of a suitable ERP system: next comes the selection of an appropriate ERP system that best meets the company's requirements. It's best to choose solutions tailored to the logistics industry.
Team preparation and training: it is crucial that the team is adequately prepared for the system implementation and that training is conducted so that employees can effectively use the new tool.
Testing and implementation: before full implementation, it is necessary to test the system to identify and eliminate possible errors. Implementation is done gradually, minimizing disruption to the company's daily operations.

The future of ERP technology

Integration with modern technologies

The future of ERP technology in logistics is integration with modern solutions, such as artificial intelligence, the Internet of Things (IoT), and big data analytics. This will allow for even more precise forecasting and efficient management of logistics processes.
Cloud computing

More and more ERP systems are moving to the cloud, allowing flexibility, ease of scaling, and access to data from anywhere, which is essential in a dynamic logistics environment.
Personalization and mobility

The future of ERP technology also includes the development of personalization of systems tailored to the individual needs of companies. Mobility is becoming a key element, allowing employees to access logistics data in the field.

ERP systems are revolutionizing logistics, integrating processes, and increasing efficiency. Their role in logistics companies is becoming increasingly crucial, and prospects for future development include integration with modern technologies and further personalization. Introducing an ERP system in logistics is an investment in efficiency, precision, and competitiveness in the market.

articles Business knowledge

What is a ticketing system?

Post author By Maksymilian Śniegocki
Post date March 28, 2024

Spis treści

How does the ticket system work?
Why use a ticket system in a company?
Possibilities for using a ticket system
Benefits of implementing a ticketing system
How do you implement a ticketing system in your company? Next steps.
Who uses a ticket system – industries

A ticket system, also known as a ticket system or ticketing system, is a digital tool used to manage and monitor inquiries or problems reported by customers or employees. Each request is recorded as a “ticket” (ticket) and given a unique identification number to help manage and track progress in resolving the issue.

What a ticket system is best suited for – here are some key features and benefits:

allows for central collection and organization of tickets, making them easier to track and manage. Each ticket is given a unique identification number, making it easy to find and track progress.
contributes to faster and more efficient customer service by structuring the process of resolving issues and responding to inquiries.
enables prioritization of requests and can offer automation features, such as assigning requests to the appropriate staff or sending automated responses.
provides the ability to record and analyze data to create reports on types of requests, response times, effectiveness of problem resolution, etc.
facilitates internal communication and cooperation between departments and employees, instrumental in large organizations.
enables monitoring of service quality and identification of areas for improvement.
each request and its associated actions are recorded, making the creation of a case valuable history for future reference.
can handle incoming requests through various channels, such as email, phone calls, social media, etc.

How does the ticket system work?

The ticket system accepts requests through various channels, such as email, web forms, phone calls, or social media, and converts them into organized tickets. These tickets are then assigned to the appropriate employees or teams for resolution. The system allows tracking progress, communicating with the customer, and keeping a history of all activities related to a particular ticket.

Why use a ticket system in a company?

Using a ticket system in a company allows for more efficient work organization, better communication with the customer, and faster resolution of problems. These systems also enable data collection on the types and frequency of requests, which can be used to optimize processes and improve service quality.

Whether it is worth investing in a ticketing system depends on several factors, such as the size and specifics of the organization, the volume of customer requests, the availability of customer service resources, and others. Investing in a ticket system can significantly increase efficiency, customer service quality, and overall productivity for organizations that regularly receive many inquiries or requests.

Possibilities for using a ticket system

Ticket systems are used in various areas, from technical support and customer service to project management and internal company communications. They allow the effective management of complex processes, increasing transparency and control over various tasks.

Benefits of implementing a ticketing system

Implementing a ticketing system brings many benefits, including better organization of work, faster and more efficient handling of requests, and the provision of valuable analytical data. This facilitates strategic decision-making and contributes to increased customer satisfaction.

How do you implement a ticketing system in your company? Next steps.

Introducing a ticketing system requires several steps. The first is to choose the right solution tailored to your company’s needs. Next is to train employees on how to use it. It is also essential to regularly monitor and analyze the data generated by the system, which allows you to continuously optimize your processes and adapt the system to your company’s changing needs.

In summary, a ticketing system is a powerful tool that can significantly impact a company’s operational efficiency, quality of customer service, and overall productivity. Its implementation is a step towards digital transformation and can bring long-term benefits to the organization.

Who uses a ticket system - industries

Ticketing systems are widely used in various industries and sectors, as they offer a comprehensive solution for managing inquiries, problems, and tasks. Here are some examples of industries that frequently use ticket systems:

Information Technology (IT): in the IT industry, ticket systems are essential for managing support requests, managing infrastructure, and tracking software errors.

Customer service and contact centers: the customer service industry, including call centers and service centers, uses ticket systems to track customer interactions, manage inquiries and complaints, and ensure a quick and efficient response.

Software and product development: software development companies use ticket systems to track bugs, manage the product lifecycle, and collect and analyze user feedback.

Property management: in the property management industry, ticket systems help manage requests for maintenance, repairs, and other inquiries from tenants.

Education: educational institutions use ticket systems to manage student inquiries, IT support in schools and colleges, and administrative organizational tasks.

Healthcare: in the healthcare sector, ticket systems can manage patient inquiries, medical equipment support, and internal logistics.

Public and government sector: government offices and public agencies use ticket systems to manage citizen inquiries, internal communications, and coordination of various departments.

Logistics and transportation: in the logistics and transportation industry, ticket systems help manage customer inquiries, track shipments, and manage fleets.

Manufacturing: in the manufacturing sector, ticket systems manage inquiries about product quality, production processes, and technical support.

articles Business knowledge

Ticket System – Customer Service Automation

Post author By Maksymilian Śniegocki
Post date March 21, 2024
No Comments on Ticket System – Customer Service Automation

Spis treści

Why is Automation Important in Customer Service?
How do you use automation?
Examples of Companies That Use Automation Effectively
Benefits of Automation in Customer Service

The ticket system and other automation tools are essential to effective customer service in a world of evolving technology. Companies that implement these solutions gain efficiency, build lasting relationships with customers, and gain a competitive advantage. Automation is a step toward modern, innovative customer service that meets the expectations of today’s consumers.

As customer expectations continue to rise in the digital age, companies are looking for modern solutions to optimize their customer service processes. One of the critical tools in this area is a ticketing system, which effectively integrates with automation to create an efficient way to manage requests and improve customer service.

Why is Automation Important in Customer Service?

Reduced response time

Customer service automation allows for instant response to tickets. The ticket system automatically assigns the request to the appropriate department, eliminating the delays associated with manual assignments.

Increased efficiency

Automation enables rapid analysis of requests and proper prioritization. This lets employees focus on the most important tasks, improving overall service efficiency.

Personalization of communication

Innovative ticketing systems use automation to personalize customer communications. By analyzing data, you can deliver customized content to customers based on their needs and previous interactions.

How do you use automation?

Ticket systems record requests and automatically assign them to the appropriate departments or employees. This mechanism is based on set rules and priorities, speeding up the ticket response. The customer does not have to wait for the manual assignment of a case - the system immediately identifies the right specialist
Automatic email responses allow the customer to be quickly informed of the receipt of the request and to know how long it will take to resolve the issue. - Notifications and updates, with the help of which the company can automatically inform the customer about the progress of their request. Self-notifications of a status change, stage, or problem resolution keep the customer updated, contributing to increased satisfaction with the service.
Notifications and updates, with the help of which the company can automatically inform the customer about the progress of their request. Self-notifications of a status change, stage, or problem resolution keep the customer updated, contributing to increased satisfaction with the service.
Chatbots are artificial intelligence-based tools that automatically answer frequently asked questions, redirect to the correct department, or collect basic information from the customer.
Self-description of knowledge bases and their development is covered in customer service automation. Using machine learning algorithms, Ticketing systems can independently identify recurring questions and offer ready answers. This reduces response time and supports service staff in providing consistent and precise information.

Examples of Companies That Use Automation Effectively

Amazon uses advanced systems to automatically identify requests and quickly resolve order problems without involving employees in every process step.
Spotify uses intelligent algorithms to automatically suggest new songs to users, adapting to their music preferences
Allegro uses chatbots to quickly resolve users' most common questions, enabling real-time customer service.

Benefits of Automation in Customer Service

Increased customer satisfaction
Quick response, personalized communication, and practical problem-solving translate into satisfied customers.
Saving time and resources
Automation eliminates the need to perform routine tasks manually, allowing employees to focus on more complex issues.
Improved company reputation
Efficient customer service, aided by automation, builds a positive image of the company, gaining a reputation as a provider of innovative and effective services.

articles Business knowledge

What software facilitates the company’s work?

Post author By Maksymilian Śniegocki
Post date February 22, 2024
No Comments on What software facilitates the company’s work?

Spis treści

Learn about ERP software
How does Business Intelligence software work?
What programs can still be useful for running a business?

In today’s dynamic business environment, effective business management requires the use of appropriate software. Business management programs play a key role in optimizing operations, increasing productivity and enabling faster decision-making. The popular Microsoft 365 (previously Microsoft Office) suite is a solid foundation for many businesses. Word, Excel, PowerPoint, Outlook and Teams are tools that enable comprehensive word processing, spreadsheet creation, presentations, email management and team collaboration capabilities.

In addition to Microsoft 365, it’s also worth noting specialized solutions such as ERP systems, business intelligence and other programs that greatly facilitate daily work.

Learn about ERP software

ERP (Enterprise Resource Planning) systems are an essential part of modern business management. They offer comprehensive solutions that integrate different departments of a company into a coherent platform. This allows for more efficient management of resources, finances, production and logistics. It is worthwhile to familiarize yourself with the solutions available on the market and consult with experts to find the most suitable tool for your company’s specifics.

One of Microsoft’s main ERP systems is Microsoft Dynamics 365, an advanced solution that integrates business processes and enables close cooperation between different departments in your company. Microsoft Dynamics 365 offers a wide range of capabilities, including customer relationship management, enterprise resource planning, data analysis and much more. This allows companies to optimize processes and respond quickly to changing market conditions.

Another tool worth mentioning in Microsoft’s ERP portfolio is Microsoft Dynamics Business Central. This solution is aimed primarily at small and medium-sized businesses. Dynamics Business Central allows you to manage finance, sales, customer service and operations on a global scale. With its flexibility and cloud-based availability, the tool allows companies to grow and adapt to changing business needs.

Both platforms offer cloud-based solutions that allow for easy scalability, flexible access and continuous updates. Depending on the size, specifics and business goals of your company, you may want to consider using these solutions.

How does Business Intelligence software work?

Business Intelligence (BI) software is another important part of the suite of tools that make running a business easier. BI allows you to collect, analyze and present business data in a way that is easy to understand and relevant to decision-making. It is worth mentioning that BI systems can generate reports, forecasts and analysis, which are invaluable in planning a company’s growth strategy. This allows managers to make more informed decisions based on reliable information.

Power BI, developed by Microsoft, is one of the leading data analysis and visualization tools in the business intelligence field. The tool allows users to effectively integrate, analyze and display data from various sources in one place. With an intuitive user interface, the Power BI service allows users to create dynamic reports and interactive dashboards, making important information easier to understand.

In addition, the Power BI service can generate forecasts, trends and advanced analysis to help manage data more effectively. Thanks to integration with Microsoft Azure cloud, Microsoft Dynamics 365, Microsoft Dynamics Business Central and other advanced features, Power BI helps harness the full potential of data to make informed business decisions instantly.

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What programs can still be useful for running a business?

In addition to ERP and Business Intelligence systems, there are many other programs that make running a business much easier. For example, accounting programs are important tools in the financial field. They automate the process of invoicing, tracking payments and monitoring account balances. It’s also worth thinking about project management tools to help organize teamwork and monitor project progress.

Licensing issues related to the use of software are also important. Carefully check the types of licenses offered by your vendor before purchasing. Licensing includes various models, including one-time licenses, subscription licenses and free open-source software.

articles Business knowledge

ERP system, what is it?

Table of contents

ERP – what is the acronym?
ERP system – everything you need to know.
Benefits of implementing an ERP system.
ERP systems examples – implementations

ERP system, or Enterprise Resource Planning, is advanced ERP software that integrates various aspects of a company’s operations. An ERP system enables effective management of company resources, automating and simplifying many business processes. In an era of rapid market changes, ERP systems are becoming indispensable in managing any enterprise, regardless of size.

ERP - what is the acronym?

ERP is an acronym for Enterprise Resource Planning, translated as “enterprise resource planning.” This term perfectly captures the primary function of an ERP system, which is to integrate various departments and business processes into a single, coherent system. Thanks to this, information is processed and shared in real-time, which significantly facilitates decision-making and business management.

ERP-class systems - everything you need to know

ERP systems are designed to increase a company’s operational efficiency. ERP software integrates various company departments, such as finance, HR, production, logistics, purchasing, or customer relationship management (CRM). As a result, it provides a unified platform to manage all aspects of business operations. ERP software is scalable and can be customized to meet the needs of small, medium, and large enterprises.

Benefits of implementing an ERP system

Implementing an ERP system brings several benefits, including:

process automation and data centralization allow for faster and more efficient management,
better control over finances: enables better management of financial flows and budgeting,
improved data quality: integration of data from different departments ensures consistency and timeliness,
increased transparency: facilitates access to information and enables better monitoring of business operations.

ERP systems examples - implementations

Microsoft Dynamics 365 is an excellent example of an ERP system that integrates ERP and CRM functionalities. It provides comprehensive business management tools, combining business operations, finance, sales, and customer service.

Key features of Microsoft Dynamics 365:

Versatility: offers a wide range of modules and features that can be customized to meet specific business needs, from financial management to supply chain operations,
Integration with other Microsoft products: Dynamics 365 easily integrates with other Microsoft applications, such as Office 365, to facilitate collaboration and information flow,
Deployment flexibility: you can choose to deploy in the cloud, on local servers, or as a hybrid solution,
Data analysis and reporting: includes advanced analytics and reporting tools for deep data analysis and business decision support,
Scalability: the solution grows with the company, quickly adapting to changing business and operational requirements.

Examples of Microsoft Dynamics 365 applications:

Financial management: enables automation of accounting processes, cash flow management and budgeting,
Supply chain management: optimization of purchasing processes, inventory management and production planning,
Human resource management: automate HR processes, from recruiting to managing employee compensation and career paths,
CRM: customer relationship management, from sales to after-sales service.

Microsoft Dynamics 365 thus provides a comprehensive solution for companies looking for an effective and flexible ERP system that is easy to integrate with existing IT infrastructure and tailored to specific business needs.

An ERP system is crucial for effectively managing all aspects of a company’s operations. By integrating various departments and business processes into a single system, ERP contributes to increased efficiency, improved data quality, and increased transparency of business operations.