Industry

Project Based Work

Project-based teams use SERP ERP to manage tasks, costs, approvals, purchases, billing, service, and reports.

Project based ERP dashboard
SERP ERP

Coordinate project teams and commercial follow-up

Project-based businesses need a shared view of work, purchasing, approvals and billing. SERP ERP connects project operations with the business records used by finance, purchasing and HR.

Begin with the decisions your project team makes regularly. Establish who updates progress, who approves commitments and how managers review pending work. Use these responsibilities to define the reports and access rules for the rollout.

Questions to review

  • What information is needed at each project review?
  • Who approves spending and changes?
  • How will project records connect to billing?

Scope to discuss

Confirm the required configuration and acceptance criteria for these areas during your product review.

  • Operational workflow
  • Approval control
  • Document visibility
  • Department coordination
  • Reports and KPIs
  • Dashboards
  • Automation
  • Support

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