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Divera System

Business management

DMS - Modular Business Management

Connect customer, quotation, order and operational records within an agreed CRM and ERP scope.

Overview

The need it addresses

The aim of DMS is to connect a business's commercial and operational records, from first contact with a customer through quotation, order, procurement, production, delivery and collection. Depending on the modules the business uses, the sales team, purchasing, warehouse, production, finance, human resources and management reach the relevant stages of the same job.

How does it work?

For example, a production request arrives from a customer. The sales team records the conversation on the customer card, creates a quotation and tracks its revisions. The accepted quotation becomes an order. Material requirements, purchasing and work orders are linked to the order. Produced and delivered quantities are recorded. The commercial status of the order is followed through the invoice and collection link. The business can see separately whether an order has been delivered and whether it has been paid.

Function groups

  • Customer and company management

    Customers, suppliers, branches and contacts are handled together with conversations, visits, notes and files. Earlier quotations, orders and service requests of the same customer can be reached. The customer relationship becomes a business record instead of staying in one employee's personal notes.

  • Sales and quotation management

    The stage of a sales opportunity, its owner, planned meetings and expected results are tracked. Product or service lines, quantities, prices, delivery and payment terms are defined on the quotation. Changing versions of the quotation are kept. It can be reviewed why a quotation was won or lost.

  • Marketing and communication

    Customers can be grouped by characteristics such as sector, need and commercial history. The later conversion of a request that came from a trade fair, a campaign or another source into an opportunity and an order can be followed. The communication channels and connections to be used are determined separately; access to every channel is not assumed.

  • Customer service and servicing

    A customer's request, complaint, service need or warranty record is linked to the relevant product and delivery. The owner, priority, target time and resolution steps are tracked. Maintenance that the business performs on its own production machines and service it provides on machines sold to customers are kept as separate processes.

  • Order management

    Order lines, quantities, due dates and delivery addresses are recorded. The effects of partial production, partial delivery, cancellations and changes are tracked. It can be seen which work order, purchase or stock reservation will fulfil an order line.

  • Purchasing and procurement

    Material requests, supplier quotations, approval, purchase orders and goods receipt steps are linked. Short deliveries, non-conforming material and returns to suppliers are tracked. It can be determined for which customer job a material was purchased.

  • Stock and warehouse

    On-hand quantity, quantity reserved for other jobs, available quantity and quantity waiting for quality inspection are handled separately. Consignment parts belonging to a customer are separated from the business's own material in terms of ownership. Thus a part sent by a customer for sandblasting is not treated as saleable material of the business.

  • Production and work orders

    The bill of materials, operation sequence, quantity, due date, material requirement and basic resource assignments are scoped. Starting, holding, completing, good quantity, scrap, rework and material consumption are recorded. Specialist products such as Live Production Tracking, Digital Assembly Instructions and the Machine Setup Logbook can be linked to the same work order. Advanced production planning and capacity optimization are developed under the scope in the separate roadmap item.

  • Shipping and delivery

    Ready quantity, packing, shipping plan, partial deliveries, delivery confirmation and return records are linked to the order. The quantity remaining for the customer and the quantity already shipped can be seen separately.

  • Finance and accounting

    The target scope covers current accounts, due dates, advances, receivables, payables, collections, payments, budget and order/project cost. Pre-accounting, full accounting, e-documents and connection to an existing financial system are separate delivery scopes. It is not assumed that every installation has all accounting and country-specific document functions ready. The business's existing accounting system can be kept as the primary record source.

  • Human resources

    Personnel, organization, shifts, leave, work records and information exchange with the existing time and attendance system are handled. The Personnel Productivity and Competency Tracking products provide more detailed operational evaluation on the same personnel record. Payroll scope is determined separately.

  • Project and task management

    Relations between project, work package, task, owner, due date, resource, time, expense and budget can be established. Project progress is evaluated together with the amount of work done and commercial results.

  • Management and reporting

    Open quotations, pending orders, procurement shortages, production progress, late deliveries and collections can be seen together. When evaluating the cost of an order, the source of the material, labour, rework and other included items is explained. A definite profitability result is not given on incomplete cost data.

Existing infrastructure and data

In a business that already has an ERP, only the necessary areas of DMS can be put into use. For example, CRM can be in DMS while finance stays in the existing ERP. It is determined in which system stock movements are finalized. The same goods receipt is prevented from creating a separate new movement on both sides. In a business without an ERP, the selected DMS modules can form the primary system of the commercial flow.

Suitable industries

Machine manufacturing, machining, automotive supply industry, metalworking, sandblasting and painting, project-based production, industrial service, wholesale trade and field services. Which modules take priority depends on the business's order and production model.

Frequently asked questions

Which of our business questions determines the starting scope?

In the first meeting we determine which question your business is looking to answer. We assess your process and existing infrastructure to define the starting scope.

Under what conditions can existing records and software be used?

In a business that already has an ERP, only the necessary areas of DMS can be put into use. For example, CRM can be in DMS while finance stays in the existing ERP. It is determined in which system stock movements are finalized. The same goods receipt is prevented from creating a separate new movement on both sides. In a business without an ERP, the selected DMS modules can form the primary system of the commercial flow.

How does it relate to other Divera applications?

DMS manages the commercial record and the business flow. OEE deepens losses in production, the assembly product deepens how the work is carried out, the maintenance product deepens maintenance work, and the quality product deepens inspection and non-conformity. These products can be connected to DMS; by using shared records they show different details of the same job.

Related products

Relationship with other products: DMS manages the commercial record and the business flow. OEE deepens losses in production, the assembly product deepens how the work is carried out, the maintenance product deepens maintenance work, and the quality product deepens inspection and non-conformity. These products can be connected to DMS; by using shared records they show different details of the same job.

  • Production

    Production Monitoring - OEE

    Review job progress, production quantities and time losses in the context of their data sources.

  • Production

    CNC Setup Knowledge

    Organise workholding, tooling and setup knowledge for recurring jobs.

  • Workforce

    Workforce Productivity

    Review workforce utilisation in the context of tasks, time and working conditions.

DMS - Modular Business Management | Divera System