CAS Consulting – Functions

• Customer dossier for a 360° view of your data

The core of each client consultation is the customer dossier. It gives you comprehensive information about the client: projects, appointments, correspondence, phone calls and bills. You can access all information with just one click. All data is displayed in a well-structured manner and can always be accessed by all employees with the corresponding rights. Individual access rights control confidential handling of the company's information.

• Smart address management

Automated processes for address maintenance make work easier for your entire company, for example, when creating and maintaining addresses or entering new leads. Move addresses with drag and drop and check if they are correct and if duplicates were created. Duplicates can be easily merged, and the system automatically informs you about the wrong form of address or addresses with inconsistent data. You can also enhance your address data with information from external reference databases.

• Use your opportunities for better sales

Use your sales opportunities to keep track of ongoing acquisitions and your lead's potential. The automatic notification and action service keeps you informed about events like appointment changes or your leads' birthdays. With just one click you can create forecasts and reports. The entire sales process becomes more transparent and efficient.

• Plan and control your projects

CAS Consulting helps you to plan and control your consulting projects. While planning, you can add targets, risks, different phases, milestones as well as tasks and resources. Times, expenses and external services are recorded and compared to the budget, and automatically generated reports ensure planning security.

• Project controlling

Assigning working hours to projects is essential for seamless project controlling. CAS ensures that times, expenses and external service costs can be entered correctly and from anywhere, differentiating between customer and project data. Employees include budget and material costs and enter details for hourly rates and estimate to complete figures. Inform yourself about the current project status using analyses. Status reports are the basis for project bills that are created with just one click using an ERP add-in.

• Manage your appointments

Use the calendar for an overview of all appointments, events or holidays. You customize the calendar layout showing the daily, weekly or monthly view. Good to know: you can search for free time slots for many participants and create, for example, group appointments.

• Effective resource planning

Use CAS Consulting for efficient project team resource planning. The planner view lets you organize the project work, you can check the workload of your employees, distribute tasks and avoid appointment overlaps or shortage of resources. You can thus plan your resources effectively and control your workload.

• Management dashboards for more transparency

Your managers benefit from management dashboards which enable them to always have an up-to-date overview of business processes. CAS Consulting displays all necessary information from all departments in well-structured dashboards. Daily updated figures about customer profitability, cost effectiveness or sales forecast form the basis of decision-making processes. Managers always have access to accurate information with structured forecasts and automatically generated reports.

• Work together across different departments

With CAS Consulting, all employees can access one central database. It makes it easy to coordinate appointments, manage tasks and documents and work together in projects. Your consultants can keep track of data, are always well-informed and can answer questions in a competent manner. Their day-to-day work is made easier, which allows them to concentrate on what's essential – their customers.

• Central and secure project documentation

Central data storage with CAS Consulting ensures that all project teams have access to all documents and customer information. A comprehensive rights system makes sure that the knowledge is protected. Data storage is made transparent, which gives all employees an overview of the current project status and enables them to manage and calculate all relevant data.

• Access your data from anywhere while on the move

Your employees may work from home, your consultants may be using mobile phones, smartphones or laptops, or your company may be spread over many locations: With CAS Consulting, you can always access up-to-date data via replication or by accessing it online. Data can be retrieved as well as edited. Employees are always well-informed whether they are in the office or with the customer and always have access to the relevant data.

© CAS Software AG