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IT tool to digitalize stock records and accounting systems

Summary

Closed for EoI
Profile Type
  • Technology request
POD Reference
TRLV20241203010
Term of Validity
3 December 2024 - 3 December 2025
Company's Country
  • Latvia
Type of partnership
  • Commercial agreement with technical assistance
Targeted Countries
  • All countries
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General information

Short Summary
Company from Latvia engaged in landscape construction business is looking for easy to use IT tool to digitalize their stock records and accounting systems. The solution must include 4 main activities: preparation of estimates and tenders, customer accounting, time tracking and delegation of tasks, warehouse and stock accounting.
Full Description
In order to follow their cash flow on a daily basis and to plan their expenses, be aware of certain spendings in frame of different projects, the company is looking for easy to implement IT tool to digitalize their stock records and accounting systems.

The system should include 4 main sections:

1) Preparation of estimates and tenders.
(Preparation of a cost estimate and the possibility to sum up equal positions in it, see real cash flows, enter the terms of the contract, create Project/Client folders in which to store all engaging events, as well as see project statuses. Enter the terms of the contract and receive regular notifications from the system about the nearest deadlines, for example, preparation of an invoice, etc.)

2) Customer accounting.

3) Time tracking and delegation of tasks to specific employees.
(Sending work assignments to project managers and employees, indicating work time by object/ project, tracking/ adding and reviewing the working time of employees for the project managers.)

4) Warehouse and stock accounting.
(Electronic warehouse accounting (as a minimum only material accounting and balance, in future also automatic invoicing and reduction of the balance), automatic booking of materials included in specific projects, when the status of the project is changed to the realization phase; Notifications on missing materials; Reports on the materials used on specific object (with an extra option to indicate materials used on each project/object)

In addition: allocation of user roles – administration, work managers, employees, development of various reports.
Advantages and Innovations
Intuitive, user friendly, possibly AI-assisted solution is wanted to facilitate daily work.
Stage of Development
  • Already on the market
Sustainable Development Goals
  • Goal 17: Partnerships to achieve the Goal
IPR description
The company is looking for developer or distributor of IT solutions to digitalize their processes by
customizing an existing solution or developing a new one.

Partner Sought

Expected Role of a Partner
Delivery of the solution, technical support, consultancy if necessary
Type and Size of Partner
  • Big company
  • SME <=10
  • SME 11-49
  • SME 50 - 249
Type of partnership
  • Commercial agreement with technical assistance

Dissemination

Technology keywords
  • 01004006 - Environment Management Systems
Market keywords
  • 02007014 - Other industry specific software
  • 02007022 - Software services
  • 02007007 - Applications software
  • 09007004 - Engineering and consulting services related to construction
  • 09007003 - Distribution of building products and systems
Sector Groups Involved
  • Digital
Targeted countries
  • All countries