PROMOS Workforce Management

The modular workforce management system from PROMOS covers the following functional areas:

Contract management

Customers are taken from accounts receivable accounting and the contracts shown with items. The customer contract item is settled via resource-related billing or billing plans.

Maintenance / customer service

Any number of work orders in the form of sub-contracts can be stored for each customer order. These sub-contracts are carried out both in-house and through third-party commissioning with services (service specifications). The feedback regarding times, services and materials for orders fulfilled in house is entered either directly in the SAP® system or via a mobile device on site. In addition, mass generation of orders with planned services, such as garden maintenance, cleaning and quality assessment, is also possible. The subcontractor work orders are processed using the easysquare craftsmen portal.

Resource planning / route optimisation

Assignment planning for orders fulfilled in house is performed using the SAP® add-on MRS. Each assignment can be allocated manually (planning board) or automatically based on the qualifications and availability of a resource (employee). Optimal order planning can be achieved using the MRS Optimiser. This determines the fastest route and allocates the assignments to the suitable resources accordingly.

Purchasing

The service masters and service specifications for customers and subcontractors are stored in the purchasing module. The framework contracts with service providers / suppliers contain service items with agreed prices. Invoices can be generated automatically for approved service entry sheets and the credit for the craftsman triggered. Moreover, materials can be allocated to the work orders and the material consumption can be reported. In addition, a supplier evaluation is available to optimise supplier determination.

• Easysquare platform: The easysquare platform provides various additional functions that can be seamlessly connected to workforce management in SAP®. These include the craftsmen portal, which can be used to manage the contracts awarded to subcontractors, monitor the progress of a service and create service entry sheets. In addition, the easysquare mobile app completes the range of functions, enabling damage to be recorded on site via a mobile device and services relating to the work orders to be reported to the SAP® system. All processes can be controlled optionally using intelligent PROMOS workflows.
• Invoicing / billing: In the workforce management system, invoicing for customers almost performs itself. For resource-related accounting, the billing request with automatic account and price determination and billing with an invoice letter are available.
• Data integration: Data can be exchanged via interfaces with the customer systems; for example, master data (functional locations), orders or invoices.