Posts Tagged ‘business

04
Jan
18

About Agresso Business World 5.0

Learning about the upcoming ERP application Agresso is so challenging but I have heard good reviews of this application and hope to learn more of it.

For those we are interested to know what Agresso Business World 5.o have, below are the list of modules available.

Core Modules Module name
Agresso Foundation Connectivity Services/Webservices (priced @ % of functional scope)
Agresso Foundation Flexi Fields
Agresso Foundation Forms
Agresso Foundation Reporting and Analysis Suite (Mandatory)
Agresso Foundation Report viewing
Agresso Foundation IntellAgent
Agresso Foundation Analyser (In-Memory)
Agresso Foundation Financial Information Centre
Agresso Foundation Experience Pack Modeller
Agresso Foundation Dates On Relations activation
Agresso Foundation Experience Pack Tasks
Agresso Foundation Workflow on Reporting output
Manage Financials General Ledger
Manage Financials Workflow Financials
Manage Financials Fixed Assets
Manage Financials Bank Reconciliation
Manage Financials Accounts Payable
Manage Financials Commitment Accounting
Manage Financials Contract Accounting
Manage Financials Accounts Receivable
Manage Financials Cash Accounting
Manage Financials Sales Orders
Manage Financials Utility Invoicing
Manage Financials OCR (3rd party component)
Manage Financials Barcoding (3rd party component)
Manage planning Planner
Manage projects Project Core
Manage projects Workflow Project
Manage projects Project Invoicing
Manage projects Experience Pack People Planner (Agresso Milestone 4 onwards)
Manage projects Experience Pack Project Planner (Agresso Milestone 4 onwards)
Manage projects Experience Pack BUNDLE People- & Project Planner (Agresso Milestone 4 onwards)
Manage projects Experience pack Time
Manage projects Timesheets
Manage procurement & logistics Purchasing
Manage procurement & logistics Workflow Procurement (incl. requisitioning + authorisation)
Manage procurement & logistics Inventory Management
Manage people Human Resources
Manage people Workflow Human Resources
Manage people Position register (payroll)
Manage people Training Administration
Manage people Competences
Manage people Experience Pack Absence
Manage people Absence
Manage people Experience pack Expenses
Manage people Travel Expenses
Manage people Payroll
Manage people Salary Review
Manage field services Field Force – Service Orders
Manage field services Field Force – Service Agreements
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01
Nov
14

Organisation of a Financial Advisory Firm

I had been working on 1 year project that to setup a new Financial Advisory (FA) firm locally in Singapore.  There are lots of discussions with the parent Company, setting up the new FA’s organisation structure, the agents’ structure and roles & responsibilities between FA and parent financial institution.

Lots have been working on and today, I like to share the high level target operational model for this FA.  The organisations required are:

  1. Distribution Support (Agency Management, Compensation)
  2. New Business
  3. Client Services
  4. Claims Services
  5. Product Development
  6. Training & Competency
  7. Compliance
  8. Finance Accounting
  9. Human Resources
  10. Risk Management (includes Business Continuity planning)
  11. Technology Services
  12. Shared Services (outsource, if any)
30
Dec
07

Upcoming Plans for Q12008

2008 is coming around the corner. One of the plans I have is to establish my business opportunities in Asia Pacific and I have been working closely with my partner. Reviewing our past efforts, we have established quite alot in India and Singapore and making big developments in emerging countries like China, Vietnam, Philippines and other parts of East Asia.

The major activities I am working on right now for the first quarter are the BPOs and social entrepreneurship’s business plans, establishing the processes, methodologies and operational activities for the region. The normal activities I am still working on are getting new businesses for the Company. 🙂




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