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Kpi.com Cloud ERP for Small Businesses
KPI.com is a comprehensive online business management software designed for small and medium-sized enterprises, offering a cloud-based platform that incorporates various modules including HRMS, project management, accounting, and CRM functionalities. With over 15,000 users and a strong presence in multiple regions, KPI.com provides customizable, affordable solutions aimed at simplifying business processes and improving operational efficiency. The software emphasizes ease of use, robust customer support, and the capability to adapt to the needs of businesses in diverse industries.
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Kpi.com Cloud ERP for Small Businesses
- 1. Online Business ManagementSoftware By: Muz Karabaev, Founder of kpi.com | [email protected]
- 2.
- 3. Introduction – whowe are kpi.com – part of Finnet Limited, Software Company Started/Founded in 2005 by Muzaffar Karabaev in London, United Kingdom. MobileCloud DMCC is a sister company in Dubai, and became GCC Sales and Support Headquarters for kpi.com-Finnet Limited from 2014. 120+ employees spread over three Regions: Central Asia, GCC (UAE) & UK, Plus our Partner Network (KSA and Oman). 30+ partners/resellers working and providing support for kpi.com in more than 10 Countries. GCC is a major focus NOW
- 4. What is kpi.com/BusinessManagement Software? Cloud SaaS Software SME’s Business Processes Affordable Built in Workflows Keep it simple Ease of Processes Single Platform 5 Modules With kpi.com you get: Ease of adoptability Five core modules in one application Cloud and Central System Focus on quality and working method Multiple layers of support, including trainings and migration
- 5. Principles of kpi.com Thekpi.com is built around the following principles: Customizable Affordable Available on mobile Easy to Use Integrated Kpi.com Reporting Principles The software should be able to provide the Financial information quickly Kpi.com Upgrading Principles The cloud business software should provide automatic regular upgrades for free. For all customers. Kpi.com Customer Service Principles Customers should get full assistance from support team until they are fully on-boarded.
- 6. KPI.com: End UsersGeographic Spread 28% North America 13% UK 21% Other parts of Europe 5% Australia 20% Middle East 4% South America 2% Africa Rest of the world – 7% 3000+ Companies, 15000+ User Base and Growing
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- 8. What is kpi.comsoftware? It incorporates all key business functions of your business Manage cash/money Keep track of products Manage Customers Produce or Implement Sell Keep Track of Employees Accounting and Finance Inventory Management Warehouse Management CRM Project Management Manufacturing Storefront Sales Force Automation HRMS Case management Payroll Bookkeeping
- 9. Even a smallbusiness is complicated Kpi.com makes it easy to manage
- 10. ESS, Attendance Tracking,Payroll, Recruitment, On boarding, Performance Appraisals, Reporting, Project Management CRM HRMS and Payroll Accounting and Inventory Add-Ons and Settings Benefits and Engagement Contents Reporting Management
- 11.
- 12. Why is therea need for HRMS? Too much paperwork? No payroll history? Too much trivial tasks? Complaints not addressed?
- 13. What is inHRMS? https://www.youtube.com/watch?v=swYk62gTCwA Manage Employees Run Payroll Track Attendance Review Performance Recruitment Group Pay-run Taxes, Reports Leave Requests Simple Appraisals Annual Reviews In-out hours ESS
- 14. HRMS Default AccessLevels Roles What they can see in HR? Administrators Everything HR Managers Everything Department Leaders, Project Managers Limited HR View (only data related to their own department/project) Accountants Limited HR View Employees Their own data only
- 15. Setup your ownpermission settings Settings -> Permission Management -> HRMS
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- 17. ESS concept allowsHRs to ease their workload Our employees can see and modify their own HR Data
- 18. Employees can seea lot of their stuff Employees can see their own related features
- 19. Employees can claimtheir company expenses 2 level of Approvals can be enabled for your company upon request
- 20. ESS: HR cansetup reminders for employees Reminders can be set to Employees or to managers You can trigger your own events Settings -> Recurrence Settings -> HR reminders
- 21. Organizational Structure Your newemployees can see the organizational structure when they login firstly Setup positions and departments and supervisors
- 22.
- 23. Biometric/fingerprint device integration Actualhours when employees came to the office
- 24. Attendance tracking Reporting ->HRMS -> Late Employees John wants to know top late employees of the week
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- 26. HR manager canset different schedules Employees have different schedules, some of them are outsourced from freelance
- 27. Attendance Tracking – LeaveRequests
- 28. John views activeleave requests Let us see if she deserves leave request
- 29. John can viewleave status of employee before approval All good
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- 31. You can add2 levels of approvals We can enable 2 level approvals for your company
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- 33. Our payroll issimple and yet functional Payroll is fully tailored for UAE and Australia legislations Contact us at [email protected] for payroll customizations at your own country
- 34. Issue salaries I wantto issue salary to all employees at once Initiate a group payrun
- 35. Timesheet/Payroll Integration 1. Makesure 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
- 36. End of ServiceGratuity Calculate end of service gratuity for resigning employees if available
- 37. View WPS andPension Contribution Reports
- 38.
- 39. Recruitment https://www.youtube.com/watch?v=swYk62gTCwA You can receive candidatesfrom a web form Publish vacancies to your website
- 40. Recruitment Workflow Publish Vacancies Receive candidates Schedule an interview Preparea shortlist Candidate hired Web form in your website Publish to job sites Coming Soon! Candidate added as employee
- 41. Calendar helps toplan daily interviews The calendar is fully compatible with Google It shows everything
- 42. Email right inkpi.com [email protected] [email protected] Email candidates directly at kpi.com
- 43.
- 44. On-boarding We can trackpassport, visa, government related forms, entry permits and set renewal reminders for HR managers
- 45. On-boarding How on-boarding worksin 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)
- 46. On-boarding period: 1. Addon- boarding period An on-boarding period is a period when certain on boarding steps need to be completed
- 47. On-boarding steps: 2. Addon-boarding step This 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
- 48. On-boarding steps: 3. Buildan on boarding form in Settings If you build a custom form, it will appear here 1. Go to Settings – Custom Field Settings 1. Go to Settings – Custom Field Settings
- 49. On-boarding custom fields Addas many custom fields as needed:
- 50. Make on boardingform user friendly Drag and drop fields
- 51. How employees seeon-boarding data
- 52.
- 53. Our Performance ReviewTemplate Employee’s name Competencies – Weight Competency 1 – Score X Competency 2 – Score Y Goals – Weight Goal 1 – Score X Goal 2 – Score Y Total Employee’s Score = XYZ Total Goals x Weight + Competencies x Weight Total of weights should equal 100% Note: We can implement your own template upon request
- 54. Our Performance ReviewWorkflow Manager’s Initiative Employee Self-Review Manger Review and Rating Manager’s Approval This step can be totally omitted Manager can be HR, Department leader, or a Project Manager
- 55. John Conducts PerformanceReview I need to review my team members
- 56. He sets competenciesand goals
- 57. Review or sendto employee first You can set your own goals in Goal Management Section
- 58. Manager Review Rates canbe customized
- 59. PA trends wewant 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
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- 61. Custom reporting toolhelps to create your own reports We want to stay flexible by creating our own reports Step 1:Create your own report here
- 62. Custom reporting toolhelps to create your own reports 2. Select the template Contact us at [email protected] for more hrms templates
- 63. Custom reporting toolhelps to create your own reports Build your own report here
- 64. Custom reporting toolhelps to create your own reports You can build your own chart Select chart type Select columns
- 65.
- 66. Accounting and InventoryWorkflow Sales Order Create Approve Get from Storefront Purchase Order Request Approval The following workflow can be utilized by retailers: Receive Goods Warehousing Purchase Invoice Ship Items Pick Pack Ship Convert to Invoice Handle Returns Receive Payment Sales Receipt Statement charges Make Payment Match Payment w/ Invoice View Reports Balance Sheet P&L Statements Sales Reports
- 67. Accounting and InventoryWorkflow Sales Order Create Approve Get from Storefront Purchase Order Request Approval Manufacturing industries can utilize the following workflow: Receive Goods Warehousing Purchase Invoice Make Payment Match Payment w/ Invoice Receive Payment Sales Receipt Statement charges Convert to Invoice Handle Returns Ship Items Pick Pack Ship View Reports Balance Sheet P&L Statements Sales Reports Build Assembly Inventory Product Warehouse
- 68. Accounting and ProjectWorkflow Create Sales Quote Client Approval Request for Quote Timesheet Task Timer Entries Professional Services Industry: Timesheet Approval Planned vs. Actual Task duration View Reports Balance Sheet P&L Statements Sales Reports Timesheet Invoice Totals by tasks Totals by employees Add Project Project Details Budget and Estimates CRM Won Opportunity Project Management Receive Payment Sales Receipt Statement charges Accounting
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- 70. Invoicing You can create yourown templates Invoicing features: Multiple currencies Custom templates Custom fields Billable expenses Product/service types Recurring invoice Credit notes
- 71. Different types ofinvoicing We want to create recurring invoice and credit notes
- 72. Sales Quotes withProgress Invoicing We want to charge our customers partially
- 73. Import your owninvoice templates Contact us at [email protected] for importing your own invoice templates Invoice documents can be sent as PDF in your own template
- 74. Purchase Order andInvoice
- 75. Suppliers center 75 Manage your suppliersright here You can manage your suppliers right here View how much you own the suppliers
- 76. Purchase Orders 76 Manage your suppliersright here Purchase order listing shows active purchase orders You can copy PO details to a Sales Quote
- 77. Add New PurchaseOrder
- 78. Add New PurchaseOrder
- 79. Purchase Invoice Listing Manageyour suppliers right here Purchase invoice listing shows active purchase invoices
- 80. Purchase Invoice Listing Payyour purchase bill
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- 82.
- 83. Why kpi.com InventoryManagement? Our Inventory Management Software Has a Number of Benefits: Lower Amount of ReturnsFaster Shipping Transparent Tracking Improved Customer Service Automatic Bookkeeping Availability on Mobile
- 84. Let’s start withthe basics 84 Know how much stock is available in real time
- 85. Don’t be afraidof shortage 85 If you setup reorder quantities, the system will automatically order the product when you are running short of item You will not be left without any stock
- 86. Easily Manage SalesOrders 86 You can create projects from sales orders Go to pick list in order to mark items as shipped One click does it all for you
- 87. Streamline Your Operations 87 Pick,pack and ship inventory items
- 88. Transfer Stock Betweenthe Warehouses 88
- 89. Make Better Decisions 89 Viewthe current value of products
- 90. Stay Flexible AsYou Grow 90 Create custom reports and add them to your favorites
- 91. You can manageyour inventory in a mobile app 91
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- 93. Accounting and Bookkeeping Youcan create other accounting transactions
- 94. Sales charts You cananalyze your top customers and products
- 95. View Accounting Reports Youcan provide access to your accountants or advisors to analyze the figures
- 96.
- 97. CRM Features CRM softwarehas a number of benefits: Web formsSales Management Improved Customer Service Mass Mailing and Message Center Transparent Reports Available on Mobile
- 98. CRM Workflow Marketing SalesSupport Delivery Campaigns Leads Cases Projects OpportunitiesMass Mailing Web Forms Emails Solutions Tasks TimesheetSales Quotes
- 99. CRM Workflow Marketing SalesSupport Delivery Campaigns Leads Cases Projects OpportunitiesMass Mailing Web Forms Emails Solutions Tasks TimesheetSales Quotes Most CRM solutions stop here
- 100. CRM Workflow Marketing SalesSupport Delivery Campaigns Leads Cases Projects OpportunitiesMass Mailing Web Forms Emails Solutions Tasks TimesheetSales Quotes Most CRM solutions stop here With kpi.com, you get this step, you don’t need to buy another project management software
- 101. CRM Workflow Marketing SalesSupport Delivery Campaigns Leads Cases Projects OpportunitiesMass Mailing Web Forms Emails Solutions Tasks TimesheetSales Quotes There is more in one software With kpi.com, you get this step, you don’t need to buy another project management software Reporting Accounting
- 102. CRM Default AccessLevels Roles What they can see in PM? Administrators Everything within the CRM section Sales Managers Everything within the CRM section Sales Rep Only their own data Accountants All sales quotes, sales orders, sales invoice documents. All opportunities. Directors All sales reports
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- 104.
- 105. CRM-Sales Workflow Lead Capture Lead QualificationOpportunity Opportunity Won Lost Reports and Dashboards Project Sales Order No Leaky funnel + Complete Visibility = Integrated sales, project management and accounting process
- 106. Sales: Just WorkWith Leads, No Data Entry Required Easily embed a web form to your main website And start working with leads in kpi.com
- 107. All activities automaticallyappear in calendar Working with leads
- 108. View planned tasksin calendar Calendar shows projects, tasks, and leave requests Sync with Google
- 109. CRM Opportunities You cancreate your own sequence in Settings – Reference settings View how your team is performing
- 110. It indicates thatthere are not enough sales at the top of the pipeline Total sales this month Find out how you are performing monthly
- 111. Export your reportto excel and view there
- 112. Sales Manager’s Dashboard Coming Soon! Wewant to see some important highlights in dashboard
- 113.
- 114. Create a mailinglist 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
- 115. Send mass mailto your leads and clients You can send mail message or sms message to your contacts Configure sms settings before using it
- 116.
- 117. Manage issues andrequests in case management You can configure color coding important tickets when you need Assign cases(tickets) right there
- 118. Email customers rightfrom kpi.com Reply right here
- 119. Need to emailmore? There is a message center You can connect it to your Google apps account
- 120. Everything is connected Youcan convert opportunities to project, and manage it from project management section OR Manage 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 integrate different apps with each other
- 121.
- 122. Project Management Workflow SimpleProject Management Workflow: Add Project Add from template Convert from CRM Opportunity Import Add Task Add task Add multi-task Timesheet Task Timer Timesheet Approval Monthly By Project By Employee Close the project Archive the project View the allocation Resource Utilization Dashboard Setup Reminders Project Management Settings View who is too busy, and who is sitting without tasks
- 123. Project Management Workflow ConstructionProject Management Workflow: Add Project Prepare a budget Start the project Add TasksAdd Workstreams Timesheet Timesheet Approval Payroll Bill the client Approve budget Purchase Order Receive goods Workflows can be customized easily Analyze requirements Create Estimates Approve the timeline
- 124. PM Workflow Or youcan utilize the following workflow if you operate in Professional Services Industry: Add Project Add from template Convert from CRM Opportunity Add Task Add task Add multi-task Timesheet Task Timer Timesheet Approval Monthly By Project By Employee Bill the client Partial Billing Recurring Invoice Payroll Group Pay-run Close the project Archive the project Most of our customers are professional service companies
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- 126. Getting Started Add Project AddTask https://www.youtube.com/watch?v=_hLNlEVsqho Add Project Add Task
- 127. PM Default AccessLevels Roles What they can see in PM? Administrators All projects, all tasks, all issues, all timesheets Project Managers All projects which they own. Full project view. All tasks and all issues which they manage Department Leaders Limited project view, their own timesheet, tasks of the department, timesheet approval Accountants Limited project view, all invoice, purchase orders, sales quotes, sales orders of all projects, their own tasks Employees Limited project view, their own timesheet, their own tasks
- 128. Setup your ownpermission settings Settings -> Permission Management -> Project Management
- 129. Project View This iswhat you can do in PM section Accounting documents Analyze the workload Budgeting Planning duration The visibility of these sections is controlled by permission management
- 130.
- 131. Import your ownMS Project File We want to import our own MS Project files
- 132. Resource Utilization See ifemployees have enough tasks
- 133. Project Budget/PNL Write downbudgeted figures just here
- 134. Project Invoicing You cangenerate invoice in Accounting section
- 135. PM Settings We haveso many projects, that we get confused Create automatic numbering properties for new projects
- 136.
- 137. Introduction to Timesheet Timesheetsare great for 3 reasons: They make costs visible They help to automate billing/invoicing They help to automate Payroll processes Time tracking can increase revenue through automating billing, 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
- 138. Timesheet Employees fill outtimesheet and submit for approval
- 139. Timesheet Settings We needto validate timesheet, and it’s not required for everyone Setup employees who need to use timesheet Setup timesheet validations
- 140.
- 141. Timesheet/Payroll 1. Make sureemployees 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
- 142. Timesheet Invoice We wantto bill all timesheet hours to the client Change the template here Back to Contents
- 143.
- 144. Booking Items See ifthe item is currently available Reserve an item
- 145.
- 146. Our employees needto fill out monthly timesheet Monthly timesheet contracts
- 147. Monthly timesheet contracts Monthlytimesheet works with contracts Setup contracts for each position employees
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- 149.
- 150.
- 151. Kpi.com Plugins There area number of add-ons which you can enable: Excel Plugin Storefront
- 152. Storefront Management Plug-in Manageproducts inside Kpi.com LeBazar.ae – Our customer who built storefront in kpi.com
- 153. Storefront Management Plug-in Manageproducts inside Kpi.com LeBazar.ae – Our customer who built storefront in kpi.com All storefront purchases are processed from accounting (sales orders)
- 154. Consignment add-on Your clients/customerswill appear here You can send items to your clients or subsidiaries for consignment When your subsidiaries the sales of consignment items trigger bookkeeping transactions automatically
- 155. Need more? You cancustomize kpi.com under your own requirements: Your own functionality/feature Your own tabs/fields/entities Your own rules Hide/Add additional tabs Workflow rules/reminders Custom sharing/access controls Custom Fields, 2-level Workflows Colors/Logo/Templates Level 1 Level 2 Level 3 Rules Settings Workflows,tabs, sharing Invoice Colors Logo Core kpi.com
- 156. Settings Set up eachcompany and financial settings Set up permission levels Set up workflows Set up each module Set up profile and how you should get an email Custom Fields
- 157. Workflow Automation Settings Defineworkflows for certain rules in the system
- 158. Workflow Automation Settings Followingactivities can be triggered when workflow rule is true Example: send email customer every 2 weeks once the subscription is active
- 159. Reference Settings You canchange the default values in our lists
- 160. 2-Level Workflows 2-Level approvalscan be easily be enabled Add Leave Request Approve Leave Request Employee Manager Approve Leave Request Manager-2 Purchase Order Request Approve Purchase Order Employee Manager Approve Purchase Order Manager-2 Contact us at [email protected] for enabling 2-level approvals for your company
- 161.
- 162. Benefits of kpi.com 162 Byadopting kpi.com, you will be able to enjoy the following benefits: Transparency of processesLower Operational Costs Ease of Sharing Improved Customer Service Better Reporting Increased Efficiency
- 163. Kpi.com is Safeand Secure 163 Physical security It is hosted on Amazon cloud Network security HTTPS protocol is used to encrypt data People and processes Employees have no access to customer data
- 164. Our backup policy 164 DB Backups Youcan request one of these backups from the beginning of your subscription period You will get this when you decide to quit kpi.com
- 165. Our engagement modelwith 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?
- 166. We Offer Lot’sof Training Materials for Free 166 Project Management overview: http://www.youtube.com/watch?v=_hLNlEVsqho CRM: http://www.youtube.com/watch?v=2qFEjSawfCU HR: http://www.youtube.com/watch?v=swYk62gTCwA Accounting Videos: http://www.youtube.com/playlist?list=PLa7P0Qa2jO2X9tYQ9aVPV4NJ3F4C9sScW Our video trainings: Our help center:Our guidebooks:
- 167. Our Support Teamis There For You 24 Hours 167
- 168. We love ourcustomers 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
- 169. Our References You cancontact these companies in for reference: Company Contact Person Email/Phone:
- 170. Signup For aFree Trial 170 It’s takes less than 60 seconds