Kpi.com Cloud ERP for Small Businesses

Online Accounting Solution

Online Business Management SoftwareBy: Muz Karabaev, Founder of kpi.com | [email protected]

Introduction

Introduction who we are

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What is kpi.com/Business Management Software?

With kpi.com you get:

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Principles of kpi.com The kpi.com is built around the following principles:Cloud Business Management SoftwareCustomizableAffordableAvailable on mobileEasy to UseIntegratedKpi.com Reporting PrinciplesThe software should be able to provide the Financial information quicklyKpi.com Upgrading PrinciplesThe cloud business software should provide automatic regular upgrades for free. For all customers. Kpi.com Customer Service PrinciplesCustomers should get full assistance from support team until they are fully on-boarded.

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KPI.com: End Users Geographic Spread

28% North America13%UK21% Other parts of Europe5%Australia20%Middle East4% South America2% AfricaRest of the world 7%3000+ Companies, 15000+ User Base and Growing

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Kpi.com modules and processes

What is kpi.com software?It incorporates all key business functions of your business Manage cash/moneyKeep track of productsManage CustomersProduce or ImplementSellKeep Track of EmployeesAccounting and FinanceInventory ManagementWarehouse ManagementCRMProject ManagementManufacturingStorefrontSales Force AutomationHRMSCase management

PayrollBookkeeping

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Even a small business is complicated

Kpi.com makes it easy to manage

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ESS, Attendance Tracking, Payroll, Recruitment, On boarding, Performance Appraisals, Reporting,

Project Management

CRMHRMS and PayrollAccounting and Inventory Add-Ons and SettingsBenefits and EngagementContentsReporting Management

HRMS

Why is there a need for HRMS?

Too much paperwork?No payroll history?Too much trivial tasks?Complaints not addressed?

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What is in HRMS?

https://www.youtube.com/watch?v=swYk62gTCwA Manage EmployeesRun PayrollTrack AttendanceReview PerformanceRecruitmentGroup Pay-runTaxes, ReportsLeave RequestsSimple AppraisalsAnnual ReviewsIn-out hours

ESS

HRMS Default Access LevelsRolesWhat they can see in HR?AdministratorsEverythingHR ManagersEverythingDepartment Leaders, Project ManagersLimited HR View (only data related to their own department/project)AccountantsLimited HR ViewEmployeesTheir own data only

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Setup your own permission settingsSettings -> Permission Management -> HRMS

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Employee Self Service

ESS concept allows HRs to ease their workload

Our employees can see and modify their own HR Data

Employees can see a lot of their stuff

Employees can see their own related features

Employees can claim their company expenses

2 level of Approvals can be enabled for your company upon request

ESS: HR can setup reminders for employees

Reminders can be set to Employees or to managers

You can trigger your own events

Settings -> Recurrence Settings -> HR reminders

Organizational Structure

Your new employees can see the organizational structure when they login firstly Setup positions and departmentsand supervisors

Attendance Tracking In/Outs

Biometric/fingerprint device integration

Actual hours when employees came to the office

Attendance tracking

Reporting -> HRMS -> Late EmployeesJohn wants to know top late employees of the week

Attendance Tracking Settings

HR manager can set different schedules

Employees have different schedules, some of them are outsourced from freelance

Attendance Tracking Leave Requests

John views active leave requests

Let us see if she deserves leave request

John can view leave status of employee before approval

All good

Approve leave requests

Approved, go

You can add 2 levels of approvals

We can enable 2 level approvals for your company

Payroll Software

Our payroll is simple and yet functional

Payroll is fully tailored for UAE and Australia legislations Contact us at [email protected] for payroll customizations at your own country

Issue salaries

I want to issue salary to all employees at once

Initiate a group payrun

Timesheet/Payroll Integration

1. Make sure employees fill out timesheet

2. Specify rates per project

3. PMs Approve Timesheets 4. Run payroll as regular

We want to pay employees on an hourly rate

End of Service Gratuity

Calculate end of service gratuity for resigning employees if available

View WPS and Pension Contribution Reports

Recruitment

Recruitment

https://www.youtube.com/watch?v=swYk62gTCwA

You can receive candidates from a web formPublish vacancies to your website

Recruitment Workflow

Web form in your website

Publish to job sitesComing Soon!

Candidate added as employee

Calendar helps to plan daily interviews

The calendar is fully compatible with Google

It shows everything

Email right in kpi.com

[email protected]

[email protected] candidates directly at kpi.com

On-boarding

On-boarding

We can track passport, visa, government related forms, entry permits and set renewal reminders for HR managers

On-boarding

How on-boarding works in kpi.com:

HR Manager/Admin builds periods, steps with custom forms and custom fields with on-boarding steps

Employee sees their own on-boarding data in My On-boarding Checklist(if HR manager enabled for employees to them)

On-boarding period:

1. Add on-boarding period

An on-boarding period is a period when certain on boarding steps need to be completed

On-boarding steps:

2. Add on-boarding stepThis will create a custom form When checked, it will be visible for employee

An on-boarding step is the step which employee should pass in when they are hired

On-boarding steps:

3. Build an on boarding form in Settings

If you build a custom form, it will appear here1. Go to Settings Custom Field Settings

1. Go to Settings Custom Field Settings

On-boarding custom fields

Add as many custom fields as needed:

Make on boarding form user friendly

Drag and drop fields

How employees see on-boarding data

Performance Appraisals

Our Performance Review Template

Total of weights should equal 100%Note: We can implement your own template upon request

Our Performance Review Workflow

Managers Initiative Employee Self-ReviewManger Review and Rating Managers Approval This step can be totally omitted Manager can be HR, Department leader, or a Project Manager

John Conducts Performance Review

I need to review my team members

He sets competencies and goals

Review or send to employee first

You can set your own goals in Goal Management Section

Manager Review

Rates can be customized

PA trends we want to follow in the future

At the end of the day, we want better results from employees as a company

We will be providing options for simple and more frequent feedback goal-measurement processes in the system

In other words, we will make it simple to measure performance and compare it over time

HRMS Reporting

Custom reporting tool helps to create your own reports

We want to stay flexible by creating our own reports

Step 1:Create your own report here


2. Select the template Contact us at [email protected] for more hrms templates


Build your own report here


You can build your own chartSelect chart typeSelect columns

Accounting and Inventory

Accounting and Inventory Workflow

Sales Order

CreateApproveGet from Storefront

Purchase Order

RequestApproval The following workflow can be utilized by retailers:

Receive GoodsWarehousing

Purchase Invoice

Ship ItemsPickPack Ship

Convert to InvoiceHandle Returns

Receive PaymentSales ReceiptStatement charges

Make PaymentMatch Paymentw/ Invoice

View ReportsBalance SheetP&L Statements Sales Reports

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Accounting and Inventory Workflow

Sales Order

CreateApproveGet from Storefront

Purchase Order

RequestApproval Manufacturing industries can utilize the following workflow:

Receive GoodsWarehousing

Purchase Invoice

Make PaymentMatch Paymentw/ Invoice


Convert to InvoiceHandle Returns

Ship ItemsPickPack Ship


Build AssemblyInventoryProductWarehouse

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Accounting and Project Workflow

Create Sales QuoteClient ApprovalRequest for Quote

Timesheet Task TimerEntriesProfessional Services Industry:

Timesheet ApprovalPlanned vs. ActualTask duration


Timesheet InvoiceTotals by tasksTotals by employees

Add ProjectProject DetailsBudget and Estimates CRM Won Opportunity

Project Management


Accounting

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Invoicing

Invoicing

You can create your own templates

Invoicing features:Multiple currenciesCustom templatesCustom fieldsBillable expensesProduct/service typesRecurring invoiceCredit notes

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Different types of invoicing

We want to create recurring invoice and credit notes

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Sales Quotes with Progress Invoicing

We want to charge our customers partially

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Import your own invoice templatesContact us at [email protected] for importing your own invoice templates

Invoice documents can be sent as PDF in your own template

Purchase Order and Invoice

Suppliers center 75Manage your suppliers right here

You can manage your suppliers right hereView how much you own the suppliers

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Purchase Orders76Manage your suppliers right here

Purchase order listing shows active purchase orders

You can copy PO details to a Sales Quote

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Add New Purchase Order

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Add New Purchase Order

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Purchase Invoice ListingManage your suppliers right here

Purchase invoice listing shows active purchase invoices

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Purchase Invoice Listing

Pay your purchase bill

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View Purchase Invoice

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Inventory Management

Why kpi.com Inventory Management?Our Inventory Management Software Has a Number of Benefits:

Lower Amount of Returns Faster Shipping

Transparent Tracking Improved Customer Service

Automatic Bookkeeping

Availability on Mobile

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Lets start with the basics 84

Know how much stock is available in real time

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Dont be afraid of shortage 85

If you setup reorder quantities, the system will automatically order the product when you are running short of itemYou will not be left without any stock

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Easily Manage Sales Orders 86

You can create projects from sales ordersGo to pick list in order to mark items as shippedOne click does it all for you

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Streamline Your Operations 87Pick, pack and ship inventory items

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Transfer Stock Between the Warehouses 88

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Make Better Decisions 89

View the current value of products

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Stay Flexible As You Grow 90

Create custom reports and add them to your favorites

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You can manage your inventory in a mobile app 91

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Bookkeeping and Reports

Accounting and Bookkeeping

You can create other accounting transactions

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Sales charts

You can analyze your top customers and products

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View Accounting Reports

You can provide access to your accountants or advisors to analyze the figures

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CRM

CRM Features

CRM software has a number of benefits:Web forms Sales Management

Improved Customer Service

Mass Mailing and MessageCenter

Transparent ReportsAvailable on Mobile

CRM WorkflowCampaignsLeadsCasesProjectsOpportunitiesMass MailingWeb FormsEmailsSolutionsTasksTimesheetSales Quotes

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CRM WorkflowCampaignsLeadsCasesProjectsOpportunitiesMass MailingWeb FormsEmailsSolutionsTasksTimesheetSales Quotes Most CRM solutions stop here

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CRM WorkflowCampaignsLeadsCasesProjectsOpportunitiesMass MailingWeb FormsEmailsSolutionsTasksTimesheetSales Quotes Most CRM solutions stop hereWith kpi.com, you get this step, you dont need to buy another project management software

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CRM WorkflowCampaignsLeadsCasesProjectsOpportunitiesMass MailingWeb FormsEmailsSolutionsTasksTimesheetSales Quotes There is more in one softwareWith kpi.com, you get this step, you dont need to buy another project management softwareReportingAccounting

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CRM Default Access Levels RolesWhat they can see in PM?AdministratorsEverything within the CRM sectionSales ManagersEverything within the CRM sectionSales RepOnly their own dataAccountantsAll sales quotes, sales orders, sales invoice documents. All opportunities. DirectorsAll sales reports

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CRM Permission Management

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Sales

CRM-Sales Workflow

Lead CaptureLead QualificationOpportunityOpportunity WonLostReports and DashboardsProject Sales Order

No Leaky funnel + Complete Visibility= Integrated sales, project management and accounting process

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Sales: Just Work With Leads, No Data Entry Required

Easily embed a web form to your main website

And start working with leads in kpi.com

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All activities automatically appear in calendar

Working with leads

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View planned tasks in calendar

Calendar shows projects, tasks, and leave requests

Sync with Google

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CRM Opportunities

You can create your own sequence in Settings Reference settings

View how your team is performing

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It indicates that there are not enough sales at the top of the pipeline

Total sales this month

Find out how you are performing monthly

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Export your report to excel and view there

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Sales Managers Dashboard

Coming Soon!

We want to see some important highlights in dashboard

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Mass Mailing

Create a mailing list

We want to send emails to our leads

1. Create mailing list first: Go to contacts Add new - Mailing list You can send emails to your customers and leads in Email marketing mailing list

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Send mass mail to your leads and clientsYou can send mail message or sms message to your contacts

Configure sms settings before using it

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Case Management

Manage issues and requests in case management

You can configure color coding important tickets when you need

Assign cases(tickets) right there

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Email customers right from kpi.com

Reply right here

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Need to email more? There is a message center

You can connect it to your Google apps account

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Everything is connected

You can convert opportunities to project, and manage it from project management sectionORManage any issues appearing in company from one place. You can relate cases (tickets) to anything. You can track even purchasing issues from suppliers

No need to integratedifferent apps with each other

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Project Management

Project Management WorkflowSimple Project Management Workflow:

Add ProjectAdd from templateConvert from CRM Opportunity

Import

Add TaskAdd taskAdd multi-task

Timesheet Task Timer

Timesheet ApprovalMonthlyBy ProjectBy Employee

Close the projectArchive the project

View the allocationResource UtilizationDashboard

Setup RemindersProject Management SettingsView who is too busy, and who is sitting without tasks

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Project Management WorkflowConstruction Project Management Workflow:

Add Project

Prepare a budget

Start the project

Add Tasks

Add Workstreams

Timesheet

Timesheet Approval

Payroll

Bill the client

Approve budget

Purchase Order

Receive goods

Workflows can be customized easilyAnalyze requirementsCreate EstimatesApprove the timeline

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PM Workflow Or you can utilize the following workflow if you operate in Professional Services Industry:

Add ProjectAdd from templateConvert from CRM Opportunity

Add TaskAdd taskAdd multi-task

Timesheet Task Timer

Timesheet ApprovalMonthlyBy ProjectBy Employee

Bill the client

Partial BillingRecurring Invoice

Payroll

Group Pay-run

Close the projectArchive the project

Most of our customers are professional service companies

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Project Management - Planning

Getting Started

Add Project

Add Taskhttps://www.youtube.com/watch?v=_hLNlEVsqho

Add Project Add TaskOr simply Project, Task:

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PM Default Access Levels RolesWhat they can see in PM?AdministratorsAll projects, all tasks, all issues, all timesheetsProject ManagersAll projects which they own. Full project view. All tasks and all issues which they manageDepartment LeadersLimited project view, their own timesheet, tasks of the department, timesheet approvalAccountantsLimited project view, all invoice, purchase orders, sales quotes, sales orders of all projects, their own tasksEmployeesLimited project view, their own timesheet, their own tasks

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Setup your own permission settings

Settings -> Permission Management -> Project Management

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Project View

This is what you can do in PM sectionAccounting documentsAnalyze the workloadBudgetingPlanning durationThe visibility of these sections is controlled by permission management

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Project Gantt Chart

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Import your own MS Project File

We want to import our own MS Project files

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Resource Utilization

See if employees have enough tasks

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Project Budget/PNL

Write down budgeted figures just here

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Project Invoicing

You can generate invoice in Accounting section

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PM Settings

We have so many projects, that we get confusedCreate automatic numbering properties for new projects

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Timesheet

Introduction to Timesheet

Timesheets are great for 3 reasons:They make costs visible

They help to automate billing/invoicing They help to automate Payroll processesTime tracking can increaserevenuethrough automatingbilling, which tends to make it easier for a company to get correct invoices out for all hours worked by consulting staff

They help in project planning and tracking

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Timesheet

Employees fill out timesheet and submit for approval

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Timesheet Settings

We need to validate timesheet, and its not required for everyoneSetup employees who need to use timesheetSetup timesheet validations

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Timesheet Approval

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Timesheet/Payroll

1. Make sure employees fill out timesheet

2. Specify rates per project

3. PMs Approve Timesheets 4. Run payroll as regular

We want to pay employees on an hourly rate

Timesheet Invoice

We want to bill all timesheet hours to the client

Change the template hereBack to Contents

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Booking Items

Booking Items

See if the item is currently availableReserve an item

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Contracts and Monthly Timesheet

Our employees need to fill out monthly timesheet

Monthly timesheet contracts

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Monthly timesheet contractsMonthly timesheet works with contractsSetup contracts for each position employees

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Reporting

Introduction to reporting tool

Add-Ons

Kpi.com Plugins

There are a number of add-ons which you can enable:

Excel Plugin

Storefront

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Storefront Management Plug-in

Manage products insideKpi.comLeBazar.ae Our customer who built storefront in kpi.com

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Storefront Management Plug-in

Manage products insideKpi.comLeBazar.ae Our customer who built storefront in kpi.com

All storefront purchases are processed from accounting (sales orders)

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Consignment add-on

Your clients/customers will appear hereYou can send items to your clients or subsidiaries for consignment

When your subsidiaries the sales of consignment items trigger bookkeeping transactions automatically

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Need more?

You can customize kpi.com under your own requirements:Your own functionality/featureYour own tabs/fields/entitiesYour own rulesHide/Add additional tabsWorkflow rules/reminders Custom sharing/access controlsCustom Fields, 2-level WorkflowsColors/Logo/Templates

Level 1Level 2Level 3RulesSettingsWorkflows, tabs, sharingWorkflowFeature 1Section 1Feature 2Invoice

Colors

Logo

Core kpi.com

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Settings

Set up each company and financial settingsSet up permission levelsSet up workflowsSet up each moduleSet up profile and how you should get an emailCustom Fields

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Workflow Automation Settings

Define workflows for certain rules in the system

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Workflow Automation Settings

Following activities can be triggered when workflow rule is trueExample: send email customer every 2 weeks once the subscription is active

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Reference Settings

You can change the default values in our lists

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2-Level Workflows

2-Level approvals can be easily be enabledAdd Leave RequestApprove Leave Request

Employee

ManagerApprove Leave Request

Manager-2Purchase Order RequestApprove Purchase Order

Employee

ManagerApprove Purchase Order

Manager-2Contact us at [email protected] for enabling 2-level approvals for your company

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Why kpi.com?

Benefits of kpi.com 162

By adopting kpi.com, you will be able to enjoy the following benefits:Transparency of processesLower Operational CostsEase of Sharing Improved Customer Service

Better Reporting Increased Efficiency

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Kpi.com is Safe and Secure 163

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Our backup policy 164

Monthly BackupsAll-time backupsDaily BackupsWeekly BackupsDB Backups

You can request one of these backups from the beginning of your subscription period You will get this when you decide to quit kpi.com

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Our engagement model with clients 165

You will be assigned a relationship manager who will work with you from the beginning

Relationship manager will help you to setup the system and get running until the end of on-boarding period

On-boarding period is typically 3 months, but it can be extended

You will be able to call your own relationship manager any time in case of any issues

When you are fully on boarded, our generic support team will take care of you, but you will have an access to your own relationship manager too.

How will we work with you?

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We Offer Lots of Training Materials for Free 166

Project Management overview: http://www.youtube.com/watch?v=_hLNlEVsqho

CRM: http://www.youtube.com/watch?v=2qFEjSawfCUHR: http://www.youtube.com/watch?v=swYk62gTCwAAccounting Videos: http://www.youtube.com/playlist?list=PLa7P0Qa2jO2X9tYQ9aVPV4NJ3F4C9sScW

Our video trainings:Our help center:Our guidebooks:

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Our Support Team is There For You 24 Hours 167

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We love our customers and they love us too! These Companies Trust Kpi.com in Running Their Business:

12,000,000+ Projects

1,550,452+ Timesheet entries

4,458,263+ Invoice Documents

526+ Active Companies, 3000+ users from partners

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Our References You can contact these companies in for reference:

CompanyContact PersonEmail/Phone:

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Signup For a Free Trial 170Its takes less than 60 seconds

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