Description

The following modules are contained in the Berberis bush:

Tignum - Stalk, Customers contacts module

Customer is the most important person in the company and the central being of an informatic system. Thus, the entire sophisticated structure of the software leans on this very module.

Flos - Flower, Invoice module

In the same way as a flower is a crown of a stalk, a finalized transaction together with an invoice is a result expected by the companies..

Radix - Root, Price Lists module

The backstage of the system hidden like a root under the ground. However without it the work of the system is impossible.

Spina - Spike, Administration program

This module enables one to configurate the security system. In the same ways as thorns it protects confidential data from the un-authorization access.

Folium - Leaf, Billing module

Billing of working time and extra expenses, which is not so important for many companies, for others especially for Laws Chambers is as important as leaves are for plants.

Bacca - Fruit, A tool for data analysis

The knowledge about clients and the working of the company is the fruit of collecting data. Comprehensive analysis and cross-sectional reports are being made in order to obtained it.

 

 

Evidence of customers and other companies or institutions

  • Full evidence of persons, companies, departments and employees
  • A tree-like view of the companies structure
  • Immediate access to the information on payments, outstanding payments, credits, etc.
  • Classification of customers with respect to arbitrary criteria
  • Groups of privileged customers
  • Individual discounts for selected customers
  • Viewing, searching, selecting and exporting data
  • Access to the Berberis address data in MS Outlook through the LDAP server

Full evidence of events (business contacts and other events)

  • Evidence of events
  • Classification of events with respect to arbitrary criteria
  • Recording voice notices and telephone calls (dictaphone)
  • Managing external documents attached to events (scanning)
  • Registration of working time and extra expanses
  • Viewing, searching, selecting and exporting data
  • A convenient "to do" reminder (date and hour)
  • A personal calendar to manage contacts and other events

Grouping events into repertories

  • Evidence of repertories
  • Classification of repertories with respect to arbitrary criteria
  • Viewing, searching, selecting and exporting data
  • Monitoring changes of lawers during lawsuits
  • Assiging lawsuits to lawyers

Grouping repertories into projects

  • Evidence of projects (as designed to join repertories of different customers)
  • Database based on carried lawsuit
  • A tree-like view of the projects structure
  • Viewing projects as histograms or Gant diagrams
  • Data export to MS Project

Serial mailing

  • Making groups of customers with respect to various attributes
  • Conventional and electronic mail support
  • Printing letterheads and address labels
  • Support of external e-mail clients
  • A bulit-in e-mail client sending mails to any number of customers

Services Price List

  • Evidence of services
  • Price lists
  • Customer-dependent names of services
  • Assigning discounts and arbitrary attributes to the srvices
  • Evidence of executed services

Sales and invoicing

  • Evidence of orders
  • Invoicing
  • Support of various currencies and several bank accounts
  • Managing trade credit facilities
  • Monitoring payments and customer's credibility
  • Support of various types of fiscal printers (Elzab, Novitus, Posnet)
  • Merchant credits

Groupwork support, procedures

  • Support of previously defined procedures.
  • Dynamically created workflow diagrams
  • "To do" list
  • Passing "to do" tasks from one employee to another
  • "To do" task reminder

Archiving and flow of documents

  • Passing documents from on employee to another
  • Quick access to the stored documents
  • Assigning reference numbers to external documents
  • A comfortable search tool helping one to find lost documents
  • Full page scanner support

Employees and customers billing

  • Billing of working time and extra expenses
  • Internal and external rates defined for each employee
  • Customer and repertory dependent external rates
  • History of rates
  • Multistage billing verification
  • Several kinds of billing reports both for the company and for its customers

Analysis and reports

  • Predefined groups and categories of reports
  • User defined reports
  • Convenient selection of columns, filters, aggregations and sorting order
  • Export of results to MS Excel, MS Word, HTML, XML and CVS data formats

Configurability

  • A highly flexible method of defining users rights
  • A comfortable tool for defining procedures
  • User-defined reference tables (employees, cities, streets, etc.)
  • Comfortable management of compound lists of attributes
  • Ease of adaptation to the individual needs of a company

Support of external applications

  • Support of modern telephone switches
  • Support of SKYPE aplication
  • Data export to FK programs of the following companies:
    • Comarch (CDN)
    • Sage Symfonia (Matrix.pl)
    • T-Soft
    • Bielbit
    • MSM
    • and many other enterprises, if import data format is accessible.
  • Support of common e-mail clients (e.g., MS Outlook)
  • Access to the address data through the LDAP server