Spend management (BI)

 

The TBlox-SpendManagement module provides software that enables companies to rapidly manage their spend via real-time management information and intelligence.

InsFocus BI is a state-of-the-art business intelligence solution designed for high-performance, easy-to-use reporting and analysis. It is now available via TBlox for any company regardless of its industry and size. TBlox and InsFocus have integrated their solutions to enable TBlox customers to have a fully-functional BI service on top of their TBlox operational data without customization needed.

InsFocus BI data warehouse model is easily adapatable to any ERP and procurement data structures and business processes. InsFocus BI provides ERP environment with the same level of deep analysis and reporting as insurance companies currently enjoy. With the system, companies can monitor their suppliers' performance, product inventories, stock movements, price variations, and other relevant KPIs.

TBlox connected InsFocus as their Business Intelligence module on its SAAS platform, providing their clients with rich reporting and analysis capabilties. InsFocus BI has been integrated into TBlox data environment and operates as a hosted solution (SaaS).

Author, share, and use reports that draw on data across all enterprise sources for better business decisions via our TBlox-Connected BI solution.

The fully integrated solutions can be operational within 24 hours.

Specifications

General
  • User friendly.
  • Flexible.
  • Broad and simple toolbar buttons.
  • Supports different data sources.
  • Processing of large files.
  • Customize format of file.
  • Track and trace.

Authorisation
  • Different roles; requester, purchaser, budget holder.
  • Restriction of users in product groups and allowed purchase amount limit.
  • Allocate budget authorisation to a person or business unit
  • Allocate cost centre authorisation per person.
  • Allocate multiple persons authorisation for one cost centre.
  • Budget holder decides which articles they purchasers in a department can order.
  • Function to alert the budget holder of orders that need approval.
  • Approval of orders.
  • Automatic forwarding of purchase order to supplier with an alert to the purchaser after approval of budget holder.
  • Insight in authorisation from the article strain.
  • Temporal authorisations, like during holidays.
  • Electronic authorisation of invoices through workflow.

Budget
  • Real time budget overviews.
  • Insight in expenses.
  • Linkage to contracts.
  • Assignment of different purchase numbers, cost-heading, cost maker, cost type and department.
  • Shows available budget based on budget codes and order amount.
  • Digital alert to the budget holder when the budget will be crossed.
  • Budget reservation.
  • Adapting budget code of order.
  • Overview on reservations which are made based on outstanding orders.
  • Keeps up with the budget if budget is loaded in purchase system.
  • Budget data are automatically loaded in the system.

Reports
  • Real-time spend reports
  • Spend overview in amount and euro’s per contract, supplier, allocation and/or project sorted on tariff line, article, user, time interval, product group, article, cost type, cost centre and department.
  • Spend in numbers and euro’s based on orders, order lines, consignment, billed and pricelist articles.
  • Budget control on total business level, as well as per business department.
  • Overview of purchases per supplier.
  • Price difference overviews, price history, price trends.
  • High level information with possibility to see details.
  • Stock details
  • Consignment information
  • Different perspectives on a report.
  • Standard reports or customization of reports
  • Budget navigation from summary to details.
  • Supplier performance
  • Sending reports to different users.
  • Global distribution of reports.