nZoom

БългарскиContactsSite mapFAQCustomer zone
























+ 359 2 462 7000










nZoom


Technology...


Gallery...


Resources...


About nZoom


Areas of Expertise


Advantages


Version Comparison




nZoomLite

nZoom Lite has a limited set of predefined modules, with limited customisation capabilities. The main advantage of nZoom Lite is its low acquisition price. You can always start with nZoom Lite and later buy an upgrade to the fully functional version of the system.

A detailed comparison between both products is made in the following table.




nZoom и nZoom Lite - comparison table


Capabilities

nZoom

nZoom Lite





Common


Full


Limited





Work over the Internet
The system allows geographically remote offices and employees to work with one common base.






Multilingual
Except the functionalities to translate the system interface into different languages, the software allows its individual records to have copies in multiple languages. When filling out a form, containing choices of pre-translated dropdown menus and options, a user without knowledge of a certain language (e.g. Norwegian) is capable of producing a perfect PDF document by choosing the document translation option after filling it out in their native language.



-


Flexible system to set role-based rights
The system is designed with the awareness that information access is one of the most important points when developing software solutions. Combined into roles, users’ rights are defined for each module and action. It is further defined for which records a certain action right shall be applicable: all, my records (the ones added by or assigned to the user), group records (belonging to a group of which the user is member), and none. For an even more granular information access, the system allows users to see only a part of a document or not see certain columns of a table.






Personalised menus by users
Each role may have its own menu system. The goal is to have the information organised as user-friendly as possible—the more limited access roles have a simpler, more streamlined menu






Personal home screen for each user
Each user may define what reports or filtered lists to see on their home screen. With properly configured information elements, the user will be able to do most of their work on the first screen of the system






Third-party user access
The system allows third-party users to have access to the company’s system. This may be done using forms placed on the respective website (e.g. order status tracking form) or using a direct limited access to the system. There, the user should be able to perform certain functions—e.g. place orders, approve, comment, etc.



-


Action history for each user
The system keeps track of each user’s actions with each record. It tracks who has done what and when, keeping the previous and present values of important data. This allows having the users’ history and actions on a long closed record reviewed at any time.






Data import from other systems
The system allows integration with other software solutions through file exchange, working with SOAP services or communication through a third database, monitoring transaction accuracy.



-


Data export to other applications
Thanks to its flexible module for communication with other systems, the software may be configured to export list or report data into any format.



Excel only


Assignment
In the system, any employee with the respective rights may be assigned a role for a particular record. The roles—Performer, Responsible, Supervisor—define the employee’s responsibilities for the respective record and notify them upon any changes made to the record.






Tags
The tags allow further classification of the record. They may be defined by kind and record type (e.g. customer-related tags, which could be “In Good Standing,” “VIP,” “Late Payer.”)






Communication
Various comments and e-mails may be attached to the various system records—documents, tasks, projects, invoices, etc. These are the digital alternative of the Post-It® notes on our paper documents, also serving as means of communication among the employees within a company. Comments may be required upon changing the status of the records. For instance, if a manager returns a document to be redone, they will be required to describe their comments.






Reminder
Users may set reminders in the system, related to their work on tasks, documents or projects. The reminders may be viewed from within the system and/or sent by e-mail, and also appear in the user’s calendar






Search
The system is designed with a powerful search engine, capable of complex searches by multiple criteria, together with its standard simplified mode. For instance, it may search for all proposals, created in the last two months by Kate or George, with unapproved or sent-to-customer status. These complex searches may be saved as templates, and the relative time option (“this month” instead of “10-05-01 to 10-05-31”) makes it even more useful.






Reports
The light version of the system is capable of running pre-set reports and has limited custom report functionalities (using the search system). The full version of the system allows any data entered in the software to be presented in any format according to the customer’s requirements. As an additional functionality, the software solution allows adding Smart Reports—the user is able to create multiple documents based on their results.



Limited





Documents


Full


Limited





Document type definitions
Functionality to define various document types—e.g. Proposals, Queries, Positions. Each document type has its own standard set of parameters—counterparty, ID, department ownership, validity term…






Document type parameters
Functionality for each document type to define the data to be included in its electronic entry form. For instance, an Expense Request should have its expense type, value, reason and decision described.



-


Document printout forms
Based on the data entered using the electronic form and the company-approved template with standard texts, company logo, etc., the system can create a PDF document, ready to send to the respective counterparty.



-


Document file attachments
Each document may have any number of files attached, with any extensions, and also allows tracking their versions.






Lifecycle defined by document type (status)
Each record has statuses to show the progress of its processing. Each company may define its own statuses for the record types, to allow better tracking. For instance, a proposal may have such statuses as: In Preparation, For Internal Approval, To Be Sent to Customer, Sent to Customer, Approved, Rejected.






Automated actions defined by document
When a business follows the same workflow—e.g. a Leave Request approval always notifies Accounting, the Leave Requester and their deputy—the system can be set-up to perform these actions automatically.



-


Tracking document links
Each document is part of a process. The functionality to create automatic and manual document links allows the system to provide graphical representation of the start and the progress of the process, of which the document is part.






Communication
Within the system, each record may have any number of comments attached (similar to a simple Internet forum) as well as e-mails to help centralise all record-related information in one place.






Archiving
As the document volume increases, it is good practice to have the older ones archived with the functionality to search and review them upon user request.



-


Batch adding/editing/printing/status change
Sometimes the same change needs to be applied to multiple records. To expedite the technical implementation of the task, the system allows performing Batch Actions



-


Transforming
In “nZoom speak”, to transform means the ability to take one type of document and create another type(s). For instance, the query may turn into a proposal, the proposal—into an order, a routing card—into multiple working cards. When transferring one document type into another, the system can be configured to have certain data copied into the new document. The goal is to avoid re-entry of the same data.



ограничена





Counterparties


Full


Limited





Counterparty type definitions
Functionality to classify the company’s counterparties—suppliers, leads, customers, partners.






Counterparty type parameters
Further distinction for the already defined counterparty types. For instance, the leads may require parameters such as size and industry, while a customer would require much more detailed data



-


Electronic brief for a counterparty
The system automatically creates electronic counterparty briefs, showing all records attached to the counterparty, within the whole system






Unlimited contact fields
Functionality to describe phone, mobile phone numbers, Skype, LinkedIn and other contact information






Duplicate counterparty check
The system has an algorithm to monitor for similar names and warn on the presence of a similar name upon attempting to add an already existing counterparty






Counterparty relationships
The system allows to track relationships between different counterparties—e.g. shareholders, partners, holding structures, etc.



-


Contact locations/persons
Legal-person counterparties may have any number of contact locations and persons described



-


File attachments






Batch adding/editing
Batch counterparty processing made easier by simultaneously editing multiple records



-





Calendar


Full


Limited





Daily, weekly and monthly views
Different calendar views to show scheduled appointments of users granting access to the specific user






Calendar sharing with co-workers
Each appointment may have assigned participants (to plan their schedules accordingly) and viewers (to view the specific event) From within their profile, each user may set default viewers for each event type






Define any type of events
Along with the standard event types, the full nZoom version will allow to configure additional appointment types



-





Tasks


Full


Limited





Define different task types
Various business-specific tasks may be configured, each with its defined set of parameters to be entered






Predefined tasks
Users will be able to create predefined tasks, in order to minimise repetitive entering the same task types






Task-based time reporting
Whenever needed to monitor the man-hours spent on a specific task, the system users will have a flexible time reporting system It will have such functionalities as work stopwatch, adding reports for a time period, adding a report based on a predefined template






Time reporting summary screen
Functionality to report work performed on multiple tasks simultaneously, with automated calculation of the working time for the current week, unrestricted report entering, etc.



-


Define task lifecycles
Functionality to define different task statuses (e.g. In Progress, Suspended, Failed) to better track the tasks assigned






Associate with a counterparty/project
Each task is associated with the assigning counterparty, or, if it is part of a project, with the project, together with the specific phase.






Deadline control with notification
The tasks now have a mandatory deadline and the system has the functionality to send notifications for overdue tasks









Projects


Full


Limited





Define project types
Each customer may define the types of projects managed within their organisation






Parameters for different project types
The full version of the product allows each project to be configured with the data required to be entered for its effective operation



-


Define project phases
Each project type may have phases defined with deadline control, owners and planned resource requirements. Each specific project may be customised by removing the default phases and adding new ones






Action lists by phases
Each project phase may have actions defined in a list - a form of mini-tasks to be marked as completed when performed



-


Attach documents, tasks, events to projects
Similar to the counterparties, each project contains a brief with all documents, events and tasks associated with it






Phase duration and deadline monitoring
The system monitors and notifies on any missed deadlines while performing a project or a phase






Support for projects within projects
The system supports unlimited tree-like nesting of projects within projects






Project time reporting
Similar to the task module, users of the full version of the system will be able to report their work on the overall project, not only on specific tasks within it



-





Contracts


Full


-





Monitor contractual relationships
The system allows companies to effectively manage their contractual relationships with customers and suppliers. The system has the functionality to monitor all changes to a contract, with the latest arrangement always shown upon opening the contract



-


Support for annexes and provisional agreements
Thanks to its smart contractual relationship monitoring engine, the system manages the changes related to annexes or provisional changes, arising from provisional agreements executed between the parties. Backdated agreements are also supported—the system then automatically creates all credit and debit notices arising from the new terms becoming effective.



-


Contract indexing
Long-term contracts usually have provisions on the terms to change its value based on the inflation index or other similar index. To eliminate the need to update contracts with the new terms, the system has the functionality to update all related contracts upon entering a value for a specific index.



-


Automated invoicing on current contracts
Customers who issue multiple regular invoices (e.g. rentals, monthly services such as accounting, maintenance, etc.) have the option to automate this otherwise labour-intensive process. Based on the contract terms, the system will create the daily invoices to be issued and will propose them to the users for approval and automatic sending.



-


Repayment plans
For the company’s defaulting customers, the system allows to create repayment plans, describing the invoices included in the plan and the schedule for their deferred payments. The system will automatically monitor the progress of the repayment plan and whether there are any overdue payments by the payer.



-


Tentative contract management
Some contracts are executed with amounts and dates dependant on an event, which has yet to occur, or an amount, which remains unknown. The system has the functionality to describe such tentative provisions in the contract and, after its execution, users will be able to enter only the parameters remaining to be further specified. And, because it allows to have provisions such as “{delivery date} + 5 days” defined in the contract, the system will calculate accordingly all contract parameters, which are a function of the unknown value.



-





Finance


Full


Limited





Define grounds for income and expenses
Define the main documents providing grounds for company income and expenses — e.g. sales, delivery, etc.



-


Multi-company support
The system supports unlimited number of companies defined within a single installation and manages documents for each individual company



-


Multiple cash and bank account support
The system allows to define any number of bank and cash accounts






Financial analysis
The system allows companies to analyse their income and expenses. To this end, any number of expense and income items may be defined in a tree-like hierarchy (e.g. Office Expenses—Rent; —Office Supplies; —Cleaning). Each item may have its own sub-items defined to further specify the expense (Communication Service Costs is broken down by Department item into its Administration, Operations Department, Sales Department options). Each item may be broken down by different profit and cost centres.



-


Budgets
Based on the income and expense items defined, the system allows forecasting their values by months for the following year. Budget creation may be allocated to multiple users, and each part of the budget may be approved or returned for revision.



-


Issue financial documents
The system can issue all financial documents required by local legislation and monitor if any of those are overdue. Based on the payments entered, users with respective rights may allocate amounts on the documents issued and track the outstanding amounts on each document.






Accounting system data exchange functionality
Depending on the specific requirements, the system is capable of exporting data into a format defined by the accounting system and to import data in the format exported by the accounting system



-





nZoom технология



Copyright © BGService LLC, 2010 - 2016. | Web design Webrich ServicesБългарскиContactsSite mapFAQCustomer zone


nZoomModulesSolutionsAbout us