ERP & Projects - MARINGO, Ihr Partner für SAP Business

MARIProject for SAP Business One 1

MARIProject for SAP Business One

Industry Solution for Professional Services

ERP & Projects

2 MARIProject for SAP Business One

ContentsComplete control of your business 3

The entire workflow in a single system 4

Integral customer relationship management (CRM) 5

Simple quotation costing - optimal margin 6

Systematic project definition 7

Flexible project planning for employees and pools 8

Data entry - quick & mobile 9

Easy billing of travel expenses 10

Accurate billing and posting of projects 11

Streamlined processes and transparency in support 12

360-degree insight into projects - anytime 13

Availability: On-Premise, On-Demand, Cloud and HANA 14

Functional overview 15

MARIProject for SAP Business One helps small and midsize businesses to control their day-to-day business.

What is the operating margin in the current month? What are the top customers? What is to be said about the ratio of actual and planned hours in a specific project? And what about the percentage of completion (POC) of projects in the business unit "Con-sulting"? Which projects have reached the profit margin?

Businesses that work with island solutions are not able to answer these questions quickly. With MARIProject and SAP Business One on HANA, however, one look in the cockpit or in one of the many reports is all you need to answer these questions.

MARIProject for SAP Business One, Flexible solution for professional services

In our talks with customers we learn again and again that MARIProject with SAP Busi-ness One meets the functional requirements of the professional services industry to a very large extent.

SAP Business One is the ERP solution for small and midsize businesses designed by SAP, the worldwide leader of business management solutions. MARIProject has benefited from MARINGO's own long-time experience as a service provider.

Because of the perfect interplay of the two applications, data must be entered only once and is immediately available to the employ-ees of all business units and the controlling department.

Complete control of your business

Customizations to individual business needs can be realized in a short time. This applies both to the setup of specific authorizations for your employees and customizations to the workflows defined in your company.

Why waste time for duplication of effort and time-consuming controlling activities if there is a solution that helps you stay on top of your business?

"Elimination of duplicate data entries alone has generated annual savings of approximately 4,500 labor hours."

Donna Jones CFO Melink Incorporation


The entire workflow in a single system

All employees have access to the same, up-to-the-minute data, whether in the office or on the go what saves valuable working time. Because the data are available in one single system, you have a 360-degree view of your projects. This allows you to get a true and uni-fied picture of critical, up-to-the minute busi-ness information across the entire organization.

Whether it be project calculation or highly flexible time and cost planning with phases, milestones and dependencies including project billing, MARIProject comprises all the core functions required by professional ser-vices companies to run their project-oriented business. Time and expense tracking, sup-port and data approval are possible online. With MARIProject you increase the trans-parency and reduce delays in the project workflow and project billing.

MARIProject provides also a support desk in order to manage customer requests and sup-port tickets online. The support desk (user help desk) documents all processes. It helps you optimize your customer service by online access for both employees and customers.

Managers have access to reports with up-to-the-minute project data at any time. This enables them to identify trends at an early stage and to take action, if necessary.

With MARIProject you plan, manage and analyze your projects. With SAP® Business One you have central control over your finan-cials, sales and customer relationships.

This means you will be able to run your en-tire business with just one solution.

"Our productivity is so much better that we could absorb 50% more business without staffing up. And with all the new visibility, we can increase our chances of seizing the most profitable opportunities."

Jason Miceli, CFO and Senior Network Engineer, CSDNET Inc.

Support

Software Engineers

Customer

Internet: Access &

partly processed

Mobile: Access &

partly processedBack Office: all functions

Projects Support

Master Data

Travel Expenses Time Tracking

Project Plan-ning

Contract Billing

ReportsVacation Man-agement

Approval

Appointments & Alerts

Project Man-agement

Costing


Integral customer relationship management (CRM)

Access to customer data on the goThe data of customers, vendors and employ-ees are defined once in the system and are available to all users.

Update customer data via mobile devicesWith the MARIProject Web Client and Mobile Client, you can update master data via Inter-net or smartphone.

Knowing what motivates your customersAll business transactions (projects, products, sales orders, sales, balance) are visible in the customer file (business partner master data). An arrow leads you directly to more informa-tion.

Automatic alertsAutomatic alerts focus attention on specific events or tasks.

Support multiple companiesMARIProject supports multiple companies and multiple currencies and is available in different languages. For this reason, MARIProject is per-fect for the use in businesses with branches or subsidiaries even if these are outside of their home country.

Starter PackageThe Starter Package is ideal for small busi-nesses that want to grow. MARIProject can be integrated also in this version.

Graphical reporting included by de-fault: Powerful graphical reporting gives management complete visibil-ity. Managers can view their entire pipeline of sales opportunities.

MARIProject's Web Client provides access to the same, up-to-the minute customer data as in the Mobile Client. Based on the complete documentation of all activities and correspondences regarding customer relations, you have access to solid data for better decision making.


Pre-defined costingItems and services for the project costing are quickly selected with MARIProject because the items as well as the costing method are stored in the system. You store the defaults during the initialization.

MARIProject uses these defaults auto-matically in the costing and determines the project's total price. Negative margins are highlighted in terms of color. MARIProject displays both the amount of the margin and its percentage value. This allows you to cus-tomize the final price to the project require-ments.

Play through costing variantsMARIProject allows saving quotation cost-ings. So you can play through multiple cost-ing variants.

Templates for all documents are defined in the system, according to your needs and in the corporate business design of your company

Simple quotation costing - optimal margin

Generate documents automaticallyAfter the calculation is complete, you gener-ate automatically the sales quotation in form of a PDF based on the sales quotation template stored in the system with the data of the business partner.

During the initialization of the system, templates are stored for all documents (sales quotations, invoices, delivery notes etc.) that are used in the company.

Once you have saved the sales quotation, its value is taken into account in reports of all kinds.

Project contract with planned figures

Costing with display of margin


Set up projects automaticallyThe function for the automatic setup of projects ensures from the outset a systematic approach. When you create new projects, you can refer to project templates or previous projects. This saves valuable time. In addition, the project master (project folder) contains all important information from the start: customer data, workgroup, contract and documents etc.

Structure projects systematicallyMARIProject helps you organize your project in a hierarchical structure and break down the tasks and activities in your project. Determine the length of a project phase, define dependencies, milestones and optimal workflow times and plan time buffers.

Also, assign specific tasks within project phases to employees.

All essential information about the project (e.g. phase structure and phase status) are displayed in the project master.

Document managementThe project master has a folder for project-related documents like specifications or e-mails that allows you to check-in or check-out documents for further treatment.

ELO, the DMS solution for electronic filing, provides more extensive opportunities.

ELO can be integrated via an interface into SAP Business One.

Systematic project definition

The Folder functionality enables to check in/out all project-related documents.

Contracts in MARIProjectThe contract is the core element of a project in MARIProject. It includes the products and services that were agreed with the cus-tomer. But the functionality of a contract in MARIProject goes far beyond what actually refers to a "contract". The project contract controls for example also, whether working time is posted to the project or whether travel expenses are billed to the customer.


Flexible project planning for employees and pools

Plan time and costs optimallyNo matter whether you plan costs or time for employees or resource pools, MARIProject has the perfect planning option for every requirement, e.g. Gantt planning, standard or periodic planning.

Plan resources based on working time modelsThe planning of employees is based on differ-ent time models (calendars), e.g. calendars for different countries and states/provinces/regions or for part-time workers.

Manage vacationMARIProject includes a complete tool for vacation planning. Employees can submit vacation requests online, through a mobile device, for approval to their superior. After approval of the vacation request, the vacation will be entered in the employee's calendar where it can be displayed for future planning.

Recognize immediately who is availableAlready in the planning of employees, equip-ment or resource pools, you can recognize immediately whether the planned resource is available at the right time or whether an employee is on vacation or has been planned for another project.

After order acknowledgement, you distribute the resource pool planning simply by drag and drop to a specific employee or unit of equipment.

Customize planning efficientlyIt is of course no problem to modify the planning data. However, modifications always affect the project's time and cost structure. Therefore, any change causes an update of the data on all levels (time, costs, resources, reports).

Planning versionsWhen planning a project, you can play through different planning versions and store these versions in the system.

Interfaces to Microsoft® Project ...A bi-directional interface to Microsoft Project enables the data synchronization. This option allows, for example, to share planning with your customers.

... and Microsoft® OutlookIf the time planning is complete, you can transfer the scheduled project dates directly to the employee's Outlook calendar.

Gantt chart: planned projects with dependencies, milestones and avail-able capacities

Costs are also visible in the Gantt chart

Gantt chart with day planning in the Web Client


Data entry - quick & mobile

Mobile data entryIn the professional services industry, em-ployees work often on-site at the customer instead of in their own office. For this reason, MARIProject allows you to record master data, hours and materials also via Internet with the "Web Client" and to some extent also via smartphone with the "Mobile Client".

Variable time trackingTime tracking is possible in the full version, in the Mobile Client as well as the Web Client. Hours can be recorded by the employees themselves, by the project manager or by an appropriately authorized employee. Apart from the recording with keyboard and mouse, MARIProject supports the time recording via touch screen.

In all cases, you are able to record only the attendance time or to post hours to a project. In addition, it is possible to post services to periods, e.g. one week training in a single ac-counting process.

Items entry and repeat ordersFor proper billing and current stock, you can capture used materials and order missing materials. MARIProject supports both in the full version, Mobile Client and Web Client. The data are posted directly in the system even if you order materials online.

Up-to date project reportsMARIProject generates a variety of reports based on up-to-the-minute data, such as bal-ance list, planned/actual hour comparisons or the projects' percentage of completion.

Many project reports are also available in the Web Client. This allows you to determine for example target/actual differences in your project even if you are on the road.

Services captured per project and en-tered attendance times are immediately visible in the integrated version, in the Web Client and Mobile Client.


Easy billing of travel expenses

Simplified entry of travel expensesWith longer business trips it is helpful to cap-ture travel expenses already on site (online via Web or smartphone) and to assign the costs to the project.

To simplify the billing, meal and accommoda-tion allowances according to German law are already defined in MARIProject.

Internal accountingThe employee enters all costs of travel and thereafter bills the expenses internally for repayment. He can optionally photograph the receipts with his smartphone and at-tach them in form of a PDF file to the travel expenses accounting.

Approval and billingAfter approval of the travel expenses by the project manager, the accounting department reimburses the travel expenses and - de-pending on the contract - bills the costs to the customer. As a result, there are no delays in billing and no amounts remain open.

Expenses can be entered via Internet or mobile devices

Travel Expenses Accounting: lists all business trips per project and period

Reports Once the travel expenses are recorded, MARIProject takes them into account in the project reports. As a result, you are always up to date of your project.


Accurate billing and posting of projects

Automated billingMARIProject provides a billing wizard to as-sist the accounting department in the billing of projects. At the contractually agreed time, the billing wizard proposes all billable values for invoicing to the customer.

Flexible billing types MARIProject supports all common billing types such as fixed price, billing at cost, down payments, advance payment etc. Also com-missions and commission accruals can be defined in the system.

In the contract, you can for example agree upon down payments with a date and a specific percentage of the total value. In the final account, the value already billed will reduce automatically the total value of the final account.

Billing Wizard: MARIProject proposes materials and services at the contractually agreed time for billing to the customer.

Post invoices automaticallyWhen you create the invoice, the values are automatically posted in the financial accounting. The documents are stored in the corporate business design including all attachments.

Reversal and credit memoNo matter whether there is a complaint or an incorrect invoice, the system lets you cancel an invoice or issue a credit memo.

Currencies and payment meansMARIProject takes into account different cur-rencies with the respective exchange rates. You can individually define the approach for the calculation of the exchange rate.

MARIProject features different payment means, such as invoice, check, cash or credit card payment.

Print Preview: enables to view all docu-ments before printing


Streamlined processes and transparency in support

User Help Desk (Support Desk) includedAfter completion of the project, the custom-er relationship does usually not end because software solutions, for example, must be serviced regularly. The web-based service module of MARIProject helps you process support requests efficiently to maintain ongoing customer satisfaction.

24/7 - Online access also for customersIn a simple way, you can grant also your customers online access to the support desk. This allows the customer to capture messages himself. Also, the customer is able to keep track of the processing status throughout the duration of processing like the service employee.

Depending on the needs, you can define also images or text documents that describe in detail the support issue.

Time Tracking for Cusotmer SupportAfter successful processing of the request, the employee of the support department records the used processing time. The data entered in this way in the system is immedi-ately available for billing and reporting.

Service level agreementsMARIProject lets you define service level agreements (SLA) according to customer specification with response and solution times.

The SLA monitor shows the status of the op-erations and their processing time. The colored representation simplifies the overview.

Access to support tickets is also possible online. As a result, you are immedi-ately informed about the processing status from anywhere at anytime.

SLA Monitor: This functionality allows users to keep track of the processing of support tickets with service level agreements.

Support Dashboard: Employees can view their support tickets online and open tickets online to learn more.


360-degree insight into projects - anytime

Standard reportsIn order to be successful and to make smart business decisions, also managers of small and midsize businesses need quick access to timely and accurate reports. However, this is not feasible in a heterogeneous system land-scape with many individual solutions.

By default, MARIProject contains more than 200 pre-configured reports that are displayed with up-to-the-minute data on a simple mouse click, including percentage of completion, remaining volume, planned/ac-tual hours comparison, capacity utilization of your employees or project totals.

Individual reportsThe software allows you even to integrate your own reports, for example a freely definable breakeven analysis. These customer specific reports are generated with real-time data at your fingertips.

Powerful dashboardsMARIProject and SAP Business One on HANA help you design and visualize dashboards with standard key figures in the cockpit to keep track of your business.

In addition, individual queries can be defined and visualized that graphically represent up-to-date figures, such as the support dashboard or the dashboard "Planned/Actual Hours Comparison".

Export interface to ExcelYou can export all reports to Excel or deliver the report in form of a PDF file by e-mail to colleagues or customers.

Work in progressMARIProject lets you determine also work in progress (WIP) by using a freely-definable template. It is possible to calculate the values according to IAS/US GAAP. These values are transferred to the financial accounting/bal-ance sheet at the touch of a button.

Internal Distribution of ServicesIn order to be able to assign the costs in the company according to the costs-by-cause principle, MARIProject provides a function for the internal distribution of services. For this purpose, you can specify the performing and receiving cost centers as well as the cor-responding cost rates.

Dashboard: The "Planned/Actual Hours Comparison" visualizes planned and performed hours per customer and per month and shows also the average sales price per hour.

Key figures of the customer service are visualized in the "Support Dashboard".

Standard report: percentage of completion (POC)


Availability: On-Premise, On-Demand, Cloud and HANA

On-premiseMARIProject can be used with different tech-nologies. The solution works in a (traditional) client-server environment. The data are stored on a server within your company and are also maintained in-house. Employees with an appropriate permission have access to the business data and are able to add new data by using their mobile device (e.g. laptop, smart-phone, tablet).

If you decide to run MARIProject and SAP Business One as an on-premise solution, you will manage all software updates by yourself. MARINGO as manufacturer of MARIProject and SAP partner provides you with the neces-sary updates (upgrades of SAP Business One and MARIProject). In this case, the sales price is based on the number of licenses and the maintenance contract.

SAP Business One (B1) Core

MARIProject (MP) Core

MS SQL / SAP HANA* Database* The SAP HANA database can be used alternatively to MS SQL.

SAP Integration Framework

B1 and MARIProjectClient

MP

Tim

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uch

MP

Web

Clie

nt

MS Internet Information Services

MP

Mob

ile C

lient

MP

App

OnPremise / OnDemand

Interfaces,e.g.

- SAP ECC 6- HR Solution (Import/Export)

Interfaces,e.g.

- Intrastat- ELSTER- DTAUS Banking- Document Management- MS Project- MS Exchange- MS Outlook

On-demand (Cloud solution)It is also possible to run MARIProject "on-demand" as a so-called cloud solution. This means SAP Business One and MARIProject including all business data are installed at a provider and are maintained (hosted) by this provider.

Your employees have access to the data via computer, laptop, smartphone or tablet. So you can focus on your core business activities not servers, hardware or software to main-tain. The calculation of the price for the on-demand version is based on a monthly rental fee per employee plus installation costs.

SAP HANANow MARIProject and SAP Business One are even more powerful thanks to SAP HANA. The in-memory technology accelerates data retrieval and provides graphical reports within seconds. Special hardware is required for the in-memory technology.

...

The challenge is to find the solution that best suits your needs and pays off quickly for your business. Please contact us to find the right solution for your business. We will be pleased to help you identify the best solution for your individual needs.

Functional OverviewThe core functions of MARIProject are listed in the table below. MARIProject is subject to continuous development and is updated regularly. If you require a function which is not listed, please contact us!

Master data managementManage business partner master data • (addresses, contacts, communication data, bank account etc.)Manage employee master data: addresses, • calendars, skills, business unitsManage materials and services including • standard sales priceDefine resource pools for specific tasks• Define calendars (according to employ-• ment contract, full time part time, holi-days)Manage templates for all documents, such • as sales quotations, invoices, dunning let-ters etc.Define text module for standard texts, in • sales quotations, invoices etc, also in differ-ent languages

Quotation costing and creationDefine preliminary projects • Quotation costing (general calculation of • prices by price list, overhead calculation)Multiple quotation variants• Convert preliminary projects into current • projects

Project master data (project folder)Organize your project in a hierarchical • structure and break down the tasks and activitiesLinked with customer master data • Linked with one or more project contracts• Document management: costs, sales quo-• tations, invoices, e-mailsDefine project templates•

Project planningStandard planning, Gantt planning, peri-• odic planning, time planning, cost planningPlanning of project phases with milestones • and dependenciesPlanning confirmation, planning approval • (with approval processes)Change, move and delete planned hours • and costsTransfer resource pool planning to em-• ployee by drag & dropAutomatic cost planning during time plan-• ning and schedulingData exchange with Microsoft® Project, • Excel and OutlookMultiple planning versions• Planning with planning schema• Activity planning/To-do list•

Time tracking Enter/post hours per project and phase• Enter attendance times• Transfer already recorded hours• Enter sick leave, flextime and vacation• Working time rules (hours per day, from-to • times, weekend) Attendance error list• Time Touch• Print out list of hours (PDF) (as activity • report)

Travel expensesEnter travel expenses including current • taxes and assign them to project, even when traveling abroadInternal travel expenses accounting• Weekly or monthly account• Change already recorded travel expenses• Bill travel expenses to customer• Travel expenses report•

Vacation and flextimeComplete vacation and flextime manage-• ment: request, approval, entry in employ-ee's calendarConsider vacation and flextime in project • planning

ApprovalDepending on the company's require-• ments, costs and revenues are approved automatically or are approved by autho-rized staffApprove project costs and revenues for • items, hours, equipment and business trips Approval overview•

Contracts & invoicesAll common billing types are available: • fixed price, service at cost, down payment, retainer, retentions, installment plan, final accountDefine contract templates• Billing wizard for invoicing• Automatic posting of the values invoiced• Annex to invoice• Entry statements• Journal entry import• Commission accounting/commission ac-• crualsCommission overview•

ControllingReports for project managers• Reports for managers• Reports for resource pool managers• Management reports• Cost accounting• More than 200 standard reports, such as • percentage of completion (POC), breakev-en analysis, planned/actual hours com-parison, time sheet entry journal as proof for the customer, project planning totals, actual project totals, employee utilization, cash flow etc. User-defined reports/dashboards for proj-• ect breakeven analysisUser-defined reports/dashboards for • customer serviceWith SAP HANA: preconfigured KPIs and • dashboards for the cockpitSet up of WIP evaluation according to • definable assessment methodsInternal distribution of services•

Customer service User Help Desk (Support Desk)• Process repair operations completely from • scheduling, customer and product infor-mation to the documentation of the pro-cessing and acceptance by the customer.Define service plans for product mainte-• nanceProcess maintenance and service opera-• tions completely in the WebEnter and bill times of repair and service • operations including used materialsDefine web-based customer access for • User Help DeskDefine and analyze service level agree-• ments (SLA)

Alert and workflow managementAlerts notify you if document approval is • required or when a transaction is about to exceed a budgetNotifications with freely definable events, • e.g. changes at project or contract


MARINGO Computers GmbHStolberger Str. 114 a50933 ColognePhone : + 49 221 - 94 90 58 - 0Fax: + 49 221 - 94 90 58 - 8E-mail: [email protected]

www.maringo.de

About MARINGOMARINGO Computers was founded in 1986 in Cologne (Germany). As a longtime SAP partner, MARINGO special-izes in the development and sale of business software solutions, in particular "MARIProject for SAP Business One".® For the sale of its products in the North American market, MARINGO has also a branch office in New York (USA).

About SAPSAP® is the worldwide market leader in business software solutions (ERP). With more than 47,000 installations in over 41 countries and translated into 27 lan-guages, SAP Business One is one of the most successful products of SAP.

Status: June 2015 © 2015 MARINGO Computers GmbH. All rights reserved. SAP, SAP Business One and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this docu-ment serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by MARINGO Computer GmbH for informational purposes only, without any representation of warranty of any kind, and SAP group and MARINGO Computers GmbH shall not be liable for errors or omissions with respect to the materials. The only warran-ties for SAP group and MARINGO Computers GmbH products and services are those that are set forth in the express war-ranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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ERP & Projects - MARINGO, Ihr Partner für SAP Business