Introduction of a cloud-based corporate governance system at COM-PASSZ Kft. (Q3924538): Difference between revisions
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Com-Pasz Kft. currently uses its own software to register and invoice customers. The current system is not complete and would require a lot of improvements to meet all needs. Does not manage software registrations for electronic sales. The new system must take over the data held in the old system in order to help the company operate in its process. The billing part is maintained in the current version so that consistency can be guaranteed. System requirements: Basic requirements: • cloud-based • support offline operation on a workstation • Windows 10, Android, can be modified as well • regular backup Task Manager Postit replacement! Recruitment, assignment, transfer of tasks between employees • appointment option • assignment to staff • assignment to a client • deadline possible • priority option (time, normal, urgent, extra urgent) • group specification (VHR, AEE, etc.) • repeatability (daily, weekly, monthly, 3 months, 6 months, annual) — Adding new tasks — Showing tasks, modifying tasks o Modification of description, deadline, etc. (with history records — who, what has been modified) o Add note (should be notified by email to the recorder of the task) o Contribution of tasks between colleagues (should be notified by e-mail to the recorder of the task) — Calendar (timely display of the tasks of staff members) o Date, week, show days o Transferable tasks by dragging to another staff member o Tasks in chronological order by drag o Manage unallocated tasks (not yet assigned to a co-worker) o Manage tasks assigned to staff but not yet assigned to a time o Add new task by indent o Search between tasks o View task sheet by clicking — List of own tasks o Detection of delays o Statement of comments — Listed tasks — Listed tasks — Listing of closed tasks — Listed archived tasks (lots closed in an archive file) Partners All clients, register of interested, contracting authority, who will contact us • Managing Partner type (interesting, client) • Managing Partner status (active, inactive) • Management of client type (VHR rental, VHR buy, AEE) Interesters — Adoption of new enquiries — Display and modification of the data of the interested party — List of interested parties according to different criteria — Erasibility of interested data (GDPR) — Automatic deletion of interested data based on pre-defined rules (GDPR) — Automatic inclusion of interested parties when requesting a Web offer (continued in the pdf file attached as an annex or in the price offer) (English) | |||||||||||||||
| Property / summary: Com-Pasz Kft. currently uses its own software to register and invoice customers. The current system is not complete and would require a lot of improvements to meet all needs. Does not manage software registrations for electronic sales. The new system must take over the data held in the old system in order to help the company operate in its process. The billing part is maintained in the current version so that consistency can be guaranteed. System requirements: Basic requirements: • cloud-based • support offline operation on a workstation • Windows 10, Android, can be modified as well • regular backup Task Manager Postit replacement! Recruitment, assignment, transfer of tasks between employees • appointment option • assignment to staff • assignment to a client • deadline possible • priority option (time, normal, urgent, extra urgent) • group specification (VHR, AEE, etc.) • repeatability (daily, weekly, monthly, 3 months, 6 months, annual) — Adding new tasks — Showing tasks, modifying tasks o Modification of description, deadline, etc. (with history records — who, what has been modified) o Add note (should be notified by email to the recorder of the task) o Contribution of tasks between colleagues (should be notified by e-mail to the recorder of the task) — Calendar (timely display of the tasks of staff members) o Date, week, show days o Transferable tasks by dragging to another staff member o Tasks in chronological order by drag o Manage unallocated tasks (not yet assigned to a co-worker) o Manage tasks assigned to staff but not yet assigned to a time o Add new task by indent o Search between tasks o View task sheet by clicking — List of own tasks o Detection of delays o Statement of comments — Listed tasks — Listed tasks — Listing of closed tasks — Listed archived tasks (lots closed in an archive file) Partners All clients, register of interested, contracting authority, who will contact us • Managing Partner type (interesting, client) • Managing Partner status (active, inactive) • Management of client type (VHR rental, VHR buy, AEE) Interesters — Adoption of new enquiries — Display and modification of the data of the interested party — List of interested parties according to different criteria — Erasibility of interested data (GDPR) — Automatic deletion of interested data based on pre-defined rules (GDPR) — Automatic inclusion of interested parties when requesting a Web offer (continued in the pdf file attached as an annex or in the price offer) (English) / rank | |||||||||||||||
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| Property / summary: Com-Pasz Kft. currently uses its own software to register and invoice customers. The current system is not complete and would require a lot of improvements to meet all needs. Does not manage software registrations for electronic sales. The new system must take over the data held in the old system in order to help the company operate in its process. The billing part is maintained in the current version so that consistency can be guaranteed. System requirements: Basic requirements: • cloud-based • support offline operation on a workstation • Windows 10, Android, can be modified as well • regular backup Task Manager Postit replacement! Recruitment, assignment, transfer of tasks between employees • appointment option • assignment to staff • assignment to a client • deadline possible • priority option (time, normal, urgent, extra urgent) • group specification (VHR, AEE, etc.) • repeatability (daily, weekly, monthly, 3 months, 6 months, annual) — Adding new tasks — Showing tasks, modifying tasks o Modification of description, deadline, etc. (with history records — who, what has been modified) o Add note (should be notified by email to the recorder of the task) o Contribution of tasks between colleagues (should be notified by e-mail to the recorder of the task) — Calendar (timely display of the tasks of staff members) o Date, week, show days o Transferable tasks by dragging to another staff member o Tasks in chronological order by drag o Manage unallocated tasks (not yet assigned to a co-worker) o Manage tasks assigned to staff but not yet assigned to a time o Add new task by indent o Search between tasks o View task sheet by clicking — List of own tasks o Detection of delays o Statement of comments — Listed tasks — Listed tasks — Listing of closed tasks — Listed archived tasks (lots closed in an archive file) Partners All clients, register of interested, contracting authority, who will contact us • Managing Partner type (interesting, client) • Managing Partner status (active, inactive) • Management of client type (VHR rental, VHR buy, AEE) Interesters — Adoption of new enquiries — Display and modification of the data of the interested party — List of interested parties according to different criteria — Erasibility of interested data (GDPR) — Automatic deletion of interested data based on pre-defined rules (GDPR) — Automatic inclusion of interested parties when requesting a Web offer (continued in the pdf file attached as an annex or in the price offer) (English) / qualifier | |||||||||||||||
point in time: 8 February 2022
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Revision as of 17:56, 8 February 2022
Project Q3924538 in Hungary
| Language | Label | Description | Also known as |
|---|---|---|---|
| English | Introduction of a cloud-based corporate governance system at COM-PASSZ Kft. |
Project Q3924538 in Hungary |
Statements
19,847,000 forint
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135,635.668 Euro
0.0027336256 Euro
15 December 2021
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49,617,500.0 forint
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40.0 percent
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4 May 2020
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3 May 2022
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COM-PASSZ Kereskedelmi és Szolgáltató Korlátolt Felelősségű Társaság
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46°44'48.30"N, 17°32'58.06"E
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A Com-Passz Kft. jelenleg a saját fejlesztésű szoftverét használja az ügyfelek nyilvántartására, számlázásra. A jelenlegi rendszer nem teljeskörű, sok fejlesztést igényelne ahhoz, hogy minden igényt kielégítsen. Nem kezeli a szoftver regisztrációkat az elektronikus értékesítést. Az új rendszernek át kell vennie a régi rendszerben vezetett adatokat, hogy azok folyamatában tudják segíteni a cég működését. A számlázási rész megmarad a jelenlegi változatban, így garantálható azok konzisztenciája. Rendszerkövetelmények: Alapkövetelmények: • felhő alapú legyen • offline működés támogatása egy munkaállomáson • Windows 10, Android alatt is elérhető, módosítható legyen • rendszeres biztonsági mentés Feladatkezelő Postit helyettesítő! Elintézendő feladatok felvételi, kiosztási, átadási lehetősége munkatársak között • időponthoz rendelési lehetőség • munkatárshoz rendelhetőség • ügyfélhez rendelési lehetőség • határidő megadhatóság • prioritás megadhatóság (ráér, normál, sürgős, extra sürgős) • csoport megadhatóság (VHR, AEE, stb.) • ismétlődés beállíthatóság (napi, heti, havi, 3 havi, 6 havi, éves) Elvégezhető feladatok és funkciók a feladatkezelőben: - Új feladatok felvétele - Feladatok megjelenítése, módosítása o A leírás, a határidő, stb. módosítása (történet nyilvántartással – ki, mikor, mit módosított) o Megjegyzés hozzáfűzése (erről a feladat felvevője értesüljön e-mailben) o Feladat átadhatósága munkatársak között (erről a feladat felvevője értesüljön e-mailben) - Naptár (munkatársak feladatainak időbeni megjelenítése) o Dátum, hét, nap megjelenítése o Feladatok átadhatósága húzással másik munkatársnak o Feladatok időrendi sorrendbe rakhatósága húzással o Ki nem osztott feladatok kezelése (nincs még munkatárshoz rendelve) o Munkatársnak kiadott, de időponthoz még nem rendelt feladatok kezelése o Új feladat felvétele behúzással o Keresés a feladatok között o Feladat adatlapjának megtekintése kattintással - Saját feladatok listázása o késés kimutatása o hozzászólások kimutatása - Kiadott feladatok listázása - Lezárt feladatok listázása - Archivált feladatok listázása (a lezárt feladatok kerüljenek egy archív állományba) Partnerek Minden ügyfél, érdeklődő, ajánlatkérő nyilvántartása, aki kapcsolatba kerül velünk • Partner típus kezelése (érdeklődő, ügyfél) • Partner státusz kezelése (aktív, inaktív) • Ügyfél típus kezelése (VHR bérletes, VHR vételes, AEE) Érdeklődők - Új érdeklődő felvitele - Érdeklődő adatainak megjelenítése, módosítása - Érdeklődők listázása különböző szempontok szerint - Érdeklődő adatainak törölhetősége (GDPR) - Érdeklődő adatainak automatikus törlése előre meghatározott szabályok alapján (GDPR) - Webes ajánlatkéréskor érdeklődő automatikus felvétele (folytatás a mellékletként csatolt pdf fájlban, illetve az árajánlatban) (Hungarian)
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Com-Pasz Kft. currently uses its own software to register and invoice customers. The current system is not complete and would require a lot of improvements to meet all needs. Does not manage software registrations for electronic sales. The new system must take over the data held in the old system in order to help the company operate in its process. The billing part is maintained in the current version so that consistency can be guaranteed. System requirements: Basic requirements: • cloud-based • support offline operation on a workstation • Windows 10, Android, can be modified as well • regular backup Task Manager Postit replacement! Recruitment, assignment, transfer of tasks between employees • appointment option • assignment to staff • assignment to a client • deadline possible • priority option (time, normal, urgent, extra urgent) • group specification (VHR, AEE, etc.) • repeatability (daily, weekly, monthly, 3 months, 6 months, annual) — Adding new tasks — Showing tasks, modifying tasks o Modification of description, deadline, etc. (with history records — who, what has been modified) o Add note (should be notified by email to the recorder of the task) o Contribution of tasks between colleagues (should be notified by e-mail to the recorder of the task) — Calendar (timely display of the tasks of staff members) o Date, week, show days o Transferable tasks by dragging to another staff member o Tasks in chronological order by drag o Manage unallocated tasks (not yet assigned to a co-worker) o Manage tasks assigned to staff but not yet assigned to a time o Add new task by indent o Search between tasks o View task sheet by clicking — List of own tasks o Detection of delays o Statement of comments — Listed tasks — Listed tasks — Listing of closed tasks — Listed archived tasks (lots closed in an archive file) Partners All clients, register of interested, contracting authority, who will contact us • Managing Partner type (interesting, client) • Managing Partner status (active, inactive) • Management of client type (VHR rental, VHR buy, AEE) Interesters — Adoption of new enquiries — Display and modification of the data of the interested party — List of interested parties according to different criteria — Erasibility of interested data (GDPR) — Automatic deletion of interested data based on pre-defined rules (GDPR) — Automatic inclusion of interested parties when requesting a Web offer (continued in the pdf file attached as an annex or in the price offer) (English)
8 February 2022
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Fonyód, Somogy
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Identifiers
GINOP-3.2.2-8-2-4-16-2020-02323
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