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SoftExpert Suite
Business Process - BPM
Corporate Performance - CPM
Enterprise Asset - EAM
Enterprise Content - ECM
Enterprise Quality - EQM
Enterprise Risk - ERM
Enterprise Service - ESM
Environment, Health, and Safety - EHSM
Environmental, Social, and Corporate Governance - ESG
Governance, Risk and Compliance - GRC
Human Development - HDM
Innovation and Change - ICM
Product Lifecycle - PLM
Project and Portfolio - PPM
Supplier Lifecycle - SLM
Work Management - CWM
Increase collaboration and compliance with SoftExpert Excellence Suite, an integrated platform with everything you need to boost business performance.
Modular and integrated solutions working together to drive efficiency and operational excellence in your company
Action Plan
Analytics
AppBuilder
APQP-PPAP
Archive
Asset
Audit
BRM
Calibration
Capture
Competence
Customer
Data Lab
Document
FMEA
Form
Gamification
Incident
Inspection
Kanban
Knowledge Base
Maintenance
Meeting
MSA
OKR
PDM
Performance
Portfolio
Problem
Process
Project
Protocol
Request
Requirement
Risk
SPC
Storeroom
Supplier
Supply
Survey
Time Control
Training
Workflow
Compliance
Financial
Human Resources
IT
Legal
Maintenance
PMO
Quality
Shared Services Center (SSC)
Supply Chain
Ensure compliance with different laws, standards, and regulations efficiently and securely.
Risk MappingAutomate and standardize risk and vulnerability mapping and establish controls and mitigation methods.
PoliciesAutomate the creation and distribution of policies and procedures to ensure consistent understanding.
AuditsPlan your audits effectively from start to finish and generate automated reports.
Action PlanCreate action plans, record all activities, track progress, and promote collaboration in a centralized environment.
Ensure compliance with different laws, standards, and regulations efficiently and securely.
- Risk Mapping
Automate and standardize risk and vulnerability mapping and establish controls and mitigation methods.
- Policies
Automate the creation and distribution of policies and procedures to ensure consistent understanding.
- Audits
Plan your audits effectively from start to finish and generate automated reports.
- Action Plan
Create action plans, record all activities, track progress, and promote collaboration in a centralized environment.
Automate and streamline tasks, expedite approvals, and achieve superior outcomes.
WorkflowsAutomate workflows, get process visibility, and accelerate approvals.
- Risks
Keep risks under control. Avoid fines and penalties.
- Communication
Centralize the work and streamline the communication of all departments.
- Portals
Get real-time tracking of process performance to make informed decisions.
Automate and streamline tasks, expedite approvals, and achieve superior outcomes.
- Workflows
Automate workflows, get process visibility, and accelerate approvals.
- Risks
Keep risks under control. Avoid fines and penalties.
- Communication
Centralize the work and streamline the communication of all departments.
- Portals
Get real-time tracking of process performance to make informed decisions.
Forget about spreadsheets, emails, and paperwork. A complete solution for your HR team.
Training and CompetenciesEasily plan and execute trainings and skills assessments.
Individual Development PlansAddress individual gaps and areas where skills must be developed.
Team PerformanceGet a better understanding of how your team is performing.
Succession PlanningBuild a strong pipeline of future leaders and maintain business continuity.
Forget about spreadsheets, emails, and paperwork. A complete solution for your HR team.
- Training and Competencies
Easily plan and execute trainings and skills assessments.
- Individual Development Plans
Address individual gaps and areas where skills must be developed.
- Team Performance
Get a better understanding of how your team is performing.
- Succession Planning
Build a strong pipeline of future leaders and maintain business continuity.
Ensure operational efficiency and information security with the ideal solution for your company's IT department.
IT AssetsCentralize license management and easily track the location of IT assets, optimizing your CMDB.
- IT Services
Automate support tickets and help desk processes, from requests to incident resolutions, following ITIL best practices.
- Information Security
Comply with ISO 27001. Ensure your processes adhere to security standards and reduce cyber risks.
- Portals
Monitor team performance, SLAs, and deadlines in real-time, solving problems before they impact operations.
Ensure operational efficiency and information security with the ideal solution for your company's IT department.
- IT Assets
Centralize license management and easily track the location of IT assets, optimizing your CMDB.
- IT Services
Automate support tickets and help desk processes, from requests to incident resolutions, following ITIL best practices.
- Information Security
Comply with ISO 27001. Ensure your processes adhere to security standards and reduce cyber risks.
- Portals
Monitor team performance, SLAs, and deadlines in real-time, solving problems before they impact operations.
Simplify contract management and reduce risks with an integrated solution for the legal department.
- Documentation
Centralize drafts, contracts, and powers of attorney in a secure and accessible environment, with full version control.
- Workflow
Automate requests for creation, review, and modification of contract clauses, ensuring process efficiency and traceability.
- Signatures
Simplify and automate the electronic and digital signature process with complete security and legal compliance.
- Deadline Management
Manage and monitor critical deadlines, preventing penalties and fines related to legal processes.
Simplify contract management and reduce risks with an integrated solution for the legal department.
- Documentation
Centralize drafts, contracts, and powers of attorney in a secure and accessible environment, with full version control.
- Workflow
Automate requests for creation, review, and modification of contract clauses, ensuring process efficiency and traceability.
- Signatures
Simplify and automate the electronic and digital signature process with complete security and legal compliance.
- Deadline Management
Manage and monitor critical deadlines, preventing penalties and fines related to legal processes.
Say goodbye to machine failures, unplanned downtime, and unnecessary costs. Optimize asset control and ensure total control of your operation.
Work OrdersPlan, manage, and execute work orders efficiently.
AssetsEffectively manage and monitor your assets, ensure compliance, and reduce downtime.
CalibrationsManage equipment calibration, ensuring measurement accuracy and reliability of collected data.
MobilityAccess the solution from anywhere. Enjoy task execution mobility, even while offline.
Say goodbye to machine failures, unplanned downtime, and unnecessary costs. Optimize asset control and ensure total control of your operation.
- Work Orders
Plan, manage, and execute work orders efficiently.
- Assets
Effectively manage and monitor your assets, ensure compliance, and reduce downtime.
- Calibrations
Manage equipment calibration, ensuring measurement accuracy and reliability of collected data.
- Mobility
Access the solution from anywhere. Enjoy task execution mobility, even while offline.
Struggling to keep projects on track? Manage projects, simplify processes, save time, and ensure seamless coordination.
CollaborationBring teams together even when they are apart. Centralize project-related communications in one place.
Agile MethodologyEasily manage product roadmaps, backlogs, sprints, and more using agile methodologies.
Mitigate RisksTrack your projects with comprehensive timelines, reduce risks and bottlenecks, and take steps to optimize project efficiency.
CentralizationCentralize projects, meetings, tasks, and schedules and make informed decisions.
Struggling to keep projects on track? Manage projects, simplify processes, save time, and ensure seamless coordination.
- Collaboration
Bring teams together even when they are apart. Centralize project-related communications in one place.
- Agile Methodology
Easily manage product roadmaps, backlogs, sprints, and more using agile methodologies.
- Mitigate Risks
Track your projects with comprehensive timelines, reduce risks and bottlenecks, and take steps to optimize project efficiency.
- Centralization
Centralize projects, meetings, tasks, and schedules and make informed decisions.
Transform your QMS and ensure ISO 9001 compliance. Achieve agility and excellence with a comprehensive platform.
NonconformitiesIdentify, manage, and efficiently resolve your nonconformities.
DocumentsStreamline physical and electronic document management and automate the entire content lifecycle.
AuditsAutomate the entire audit process from planning to execution and promote greater efficiency in your activities.
SuppliersTransform your supplier management and maximize your operational efficiency.
Transform your QMS and ensure ISO 9001 compliance. Achieve agility and excellence with a comprehensive platform.
- Nonconformities
Identify, manage, and efficiently resolve your nonconformities.
- Documents
Streamline physical and electronic document management and automate the entire content lifecycle.
- Audits
Automate the entire audit process from planning to execution and promote greater efficiency in your activities.
- Suppliers
Transform your supplier management and maximize your operational efficiency.
Optimize your company’s SSC operation with an integrated and highly efficient solution.
- Centralization
Unify request management, ensuring speed and efficiency in servicing different departments.
- Automation
Automate workflows, from service requests to execution, boosting productivity.
- Performance
Monitor SSC performance with precise KPIs, ensuring continuous service improvement.
- Continuous Improvement
Foster an integrated and agile operation, optimizing resources and reducing operational costs.
Optimize your company’s SSC operation with an integrated and highly efficient solution.
- Centralization
Unify request management, ensuring speed and efficiency in servicing different departments.
- Automation
Automate workflows, from service requests to execution, boosting productivity.
- Performance
Monitor SSC performance with precise KPIs, ensuring continuous service improvement.
- Continuous Improvement
Foster an integrated and agile operation, optimizing resources and reducing operational costs.
Optimize the entire procurement cycle – from requisition to payment – to achieve cost savings, agility, and complete control.
360° CollaborationIntegrate data, people, and processes, increase responsiveness, and strengthen business relationships.
Operational EfficiencyReduce manual work for orders, invoices, and other business documents.
Agile LogisticsMinimize logistics costs, improve service, and adapt to changes in your supply chain.
PortalsGain real-time visibility, identify, understand, and resolve supply chain issues faster.
Optimize the entire procurement cycle – from requisition to payment – to achieve cost savings, agility, and complete control.
- 360° Collaboration
Integrate data, people, and processes, increase responsiveness, and strengthen business relationships.
- Operational Efficiency
Reduce manual work for orders, invoices, and other business documents.
- Agile Logistics
Minimize logistics costs, improve service, and adapt to changes in your supply chain.
- Portals
Gain real-time visibility, identify, understand, and resolve supply chain issues faster.
Aerospace and Defense
Agribusiness
Automotive
Chemicals
Consumer Goods
Education
Energy and Public Utility
Engineering and Construction
Financial Services
Food and Beverage
Health Services
Life Science and Pharmaceuticals
Manufacture
Mining and Metals
Public Sector and Associations
Retail, Wholesale and Distribution
Services and Consulting
Technology
Transportation and Logistics
Streamline product development, drive technological innovation and ensure compliance with standards such as AS9100.
Business ProcessesImprove business processes across the enterprise.
- Product Lifecycle
Simplify development, review, and approval of new aerospace and defense products.
- Quality
Expedite the investigation of quality deviations and customer claims
- Risk Management
Proactively identify and manage potential risks, safeguarding your company’s budget.
Save time, ensure compliance and improve traceability in the agribusiness industry.
EnvironmentStreamline environmental permit controls and ensure regulatory compliance.
- Asset Maintenance
Maximize asset lifespan, minimize downtime, unplanned outages, and unnecessary costs.
- Customer
Expedite the investigation of quality deviations and customer claims.
- Performance
Easily define and measure KPIs for processes, teams and departments.
Reduce costs, boost productivity, and ensure compliance with standards like IATF 16949.
Guaranteed QualityStrictly meet all certifications requirements with standardized compliance management.
- Product Lifecycle
Continuously optimize the efficiency of your products and processes with powerful tools like APQP, FMEA, SPC, and MSA.
- Processes
Centralize, automate, and integrate information. Reduce errors and increase productivity.
- Documents
Quickly find any document and manage revision control to ensure compliance with industry standards.
Automate processes, ensure compliance, and speed up product release cycles.
Regulatory ComplianceStandardize and automate processes and procedures, demonstrate compliance with standards and regulations, and optimize control, monitoring, and supervision activities.
- Equipment and Facilities
Optimize resource utilization, minimize downtime and unnecessary costs, and increase employee and environmental safety.
- Records and Documents
Create, capture, distribute, and manage physical or digital documents efficiently.
- Quality
Optimize quality control to efficiently meet all stringent regulatory requirements in the industry.
Automate processes, ensure compliance, and speed up product release cycles.
SuppliersEffectively measure supplier delivery and service performance to ensure the quality of incoming and outgoing materials and supplies for operational and business processes.
QualityRaise your quality standards and ensure continuous improvements in your processes.
TrainingDevelop a highly qualified and committed workforce aligned with business strategies.
- Environmental, Social, and Governance
Integrate processes, policies, indicators, and initiatives of the ESG pillars into a single platform.
Boost efficiency and excellence: streamline, document, and monitor seamlessly.
DocumentsCreate, capture, distribute, and manage physical or digital documents efficiently.
ProcessesAutomate, optimize, and enhance your processes by eliminating repetitive tasks and reducing costs and time.
Continuous ImprovementImplement and simplify corporate quality and compliance programs through automated processes.
- Competencies
Streamline the management of competency catalogs including skills assessments, proficiency scales, and learning paths.
Increase operational efficiency by integrating processes, managing projects, and analyzing risks in your operation.
Risk ReductionDramatically reduce the risk of incidents and non-compliance, and strengthen compliance with environmental and labor laws.
- Asset Management
Schedule maintenance and ensure asset quality. Minimize losses that occurred due to problems in the operation or equipment.
- Create Organized Projects and Portfolios
Deliver projects on time and on budget thanks to increased resource efficiency.
- Enhance the Lifecycle of Products
In a collaborative and integrated way, create, validate and optimize both the production line and the design of the products.
Transform AEC management: streamline processes, reduce risks, and boost productivity.
ProcessesAutomate the stages of construction management and optimize execution time.
- Documents
Centralize all documents in one place and reduce costs by minimizing printing volume.
- Recruitment and Selection
Reduce recruitment time and optimize talent selection.
- Risk Management
Proactively identify and manage potential risks and internal controls, safeguarding your company's budget.
- For your teams
Engineering PMO Compliance Financial
- For your regulations
ISO 14001 ISO 9001 ISO 45001
Optimize governance, boost efficiency, and ensure global compliance adherence.
Risk and GovernanceIdentify, analyze, assess, monitor, and manage corporate risks using an integrated approach.
ProcessesReduce email volume, save time, money, and enhance security by automating your processes.
DocumentsCreate, capture, manage, and distribute content efficiently.
PerformanceEasily connect with data, visualize, and create interactive and shareable insights, and make informed decisions.
Simplify processes, improve satisfaction, and meet food standards such as FSSC 22000.
- Risk Analysis and HACCP
Integrate your processes with the risk plan and effortlessly manage your HACCP plan.
SupplierOptimize the supplier approval process and foster stronger collaboration and relationships.
- Customer
Speed up customer complaint investigations and boost customer satisfaction.
- Documents
Automate the electronic and physical management of any document from the GMP Manual to IT and SOP content.
Optimize healthcare: standardize procedures, optimize resources, and ensure compliance.
- Quality
Achieve and maintain Hospital Accreditation, ensuring patient care safety.
- Electronic Recordkeeping
Eliminate repetitive tasks, streamline processes with customized and automated forms, and enhance information reliability and security.
- Competencies and Training
Map competencies, conduct training, schedule performance evaluations, and plan succession of employees efficiently.
- Medical Assets
Optimize utilization and performance of medical assets with lower operational costs, eliminating unplanned downtime and maximizing the value of all asset types.
Reduce regulatory compliance costs, increase productivity, and mitigate risks with a pharmaceutical software.
- Impeccable Quality Control
Elevate your standards with an optimized quality control system, ensuring full compliance with the most stringent regulatory requirements and Good Manufacturing Practices (GMP) guidelines.
- Efficient Change Management
Use the integrated pharmaceutical compliance software to optimize and master every step of the change process, from the initial request to the final implementation.
- Electronic Record Keeping
Enhance your processes with the electronic record-keeping system, ensuring your documents are always organized, traceable, auditable, and secure.
- Proactive Risk Management
Minimize risks and elevate the safety and effectiveness of your products to the highest level.
Turn data into productivity, reduce downtime, and boost efficiency, quality, and profits.
Automated ProcessesCreate and manage production process flowcharts, eliminate non-value-added processes, and streamline workflows.
- Performance
Leverage managerial dashboards to monitor your KPIs and process performance in real-time.
- Documents
Create, capture, manage, store, preserve, and distribute electronic and paper documents related to organizational processes.
- Environment, Social, and Governance (ESG)
Integrate ESG processes, policies, indicators, and initiatives into a single platform.
Increase efficiency, foster collaboration, and comply with ISO 14001/45001 standards.
ProcessesIdentify bottlenecks, automate activities, implement electronic forms, and establish dynamic business rules.
- Assets
Optimize asset performance and utilization, reduce operating costs and unplanned downtime, and eliminate unplanned idle time.
- Projects
Organize all project information in one place, such as activities, deadlines, costs, documents, and people, in a simplified way.
- Environmental, Social, and Governance
Integrate processes, policies, indicators, and initiatives of ESG pillars into a single platform.
Revamp processes to deliver exceptional citizen support more efficiently
- Documents
Create, capture, manage, store, preserve, and distribute electronic and paper documents related to organizational processes.
- Processes
Automate complex managerial and operational processes, boost productivity, and enhance excellence.
- Shared Services Center
Integrate service requests, incident and problem management, SLA, and knowledge base with a focus on meeting citizens' needs.
- Risk and Governance
Mitigate the likelihood, frequency, and severity of failures and inefficiencies, promoting better allocation of financial resources, safer and more efficient processes, and legal compliance.
Increase operational efficiency, reduce inventory costs, and improve product management.
Corporate PerformanceTransform strategy into operational objectives, analyze real-time performance, enhance management insights, and make faster, data-driven decisions.
- Suppliers
Measure supplier performance and service delivery, ensuring the quality of incoming and outgoing materials and supplies in operational and business processes.
- Customer Relationship
Respond easily and quickly to customer demands, optimize incident management, anticipate trends, and correct deviations.
- Environment, Social, and Governance
Integrate processes, policies, indicators, and initiatives of the ESG pillars into a single platform.
Empower agility, boost project profits, digitize, and scale productivity to new heights.
Automated ProcessesExperience organized journeys with smart timelines, content distribution in different formats, and automated reports.
PerformanceLeverage managerial dashboards to track your KPIs as well as the performance of your projects and specialists in real-time.
DocumentsCreate, capture, manage, store, preserve, and distribute electronic and paper documents related to organizational processes.
ProjectsSimply organize all project information in one place, including activities, deadlines, costs, documents, and people.
Boost innovation, streamline processes, and comply with ISO 27001 and 9001 standards.
- Shared Services Center
Integrate service requests, incident and problem management, SLA, and knowledge base with a focus on meeting citizens' needs.
- Infrastructure and Equipment
Track equipment and asset history and trends, minimize time spent on maintenance and calibration tasks, and comprehensively optimize service programs.
- Risks
Identify, analyze, assess, monitor, and manage risks, threats, and vulnerabilities to information security.
- Training
Unlock human potential, develop, and retain talent, and create a development plan to align employee goals with the company's business strategies.
Optimize inventory, streamline maintenance, ensure safety, and boost productivity.
- Processes
Automate your processes, gain a deeper understanding of your business, enhance agility in operations, and achieve strategic planning excellence.
- Assets and Maintenance
Monitor and track mobile and static assets in real-time, identify potential failures, optimize response time for maintenance, and maximize asset lifecycle.
- Health, Safety, and Environment
Manage a comprehensive health, safety, and environmental program, drastically reduce the risk of incidents, and strengthen compliance with environmental regulations and labor laws.
- Customer Service
Manage customer interactions with agility, optimize critical business operations, enhance transportation process efficiency, and reduce manual work for your frontline team.
Enterprise
SoftExpert IDPOur Intelligent Document Processing (IDP). Transform complex documents into relevant data with just a few clicks.
Cloud ComputingAccelerate digital transformation with the use of Cloud solutions
Consulting and ImplementationConsulting, Implementation, Optimization, and Mentoring Services
Customization ServicesMaximize Benefits with Expert Customization: Tailored Solutions for Enhanced SoftExpert Systems Performance
IntegrationIntegration services integrate SoftExpert solutions with other applications
OutsourcingAchieve your business goals with specialized and personalized support
Process AutomationAutomate Your Company's Routine Processes and Activities
Service Hours PackageStreamline Your Support with SoftExpert's Flexible Service Hours Pack
SupportComprehensive Support for Seamless Transformation: SoftExpert's End-to-End Solutions for Every Business
ValidationAchieve Regulatory Compliance and Cost Efficiency: SoftExpert's Validation Services for Electronic Systems
Store
Discover how to improve your SoftExpert product experience by exploring the exclusive solutions and services in our store.
Blog
The SoftExpert Blog shares knowledge, concepts and solutions for excellence in management.
EventsCatch up the latest SoftExpert Events on management, compliance, technology, quality and much more!
Success CasesDiscover how organizations from different sectors are driving Digital Transformation through SoftExpert solutions!
FeatureseBooks, White papers, Videos and more. Our expertise is yours.
Corporate demoExplore our solutions with this corporate demo, see how we've helped thousands of companies like yours achieve their goals.
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Outsourcing
Achieve your business goals with specialized and personalized support
Overview
More and more, managers and the market understand the importance of having a specialized team for specific objectives within their companies. Hiring new staff isn’t always the best approach, as it can inflate payroll and add additional costs. If you need to: Implement improvements, controls, and processes in SoftExpert Suite Lack time or qualified internal resources Provide support and assistance to the internal business team Gain valuable insights into technology and the current market Avoid bureaucracy Receive high-quality service and deliverables Focus your internal team on the core business SoftExpert Outsourcing is the perfect solution for you. Our team of specialized consultants works in partnership with you in a simple and flexible way.
How the service works
Learn about the stages of this service
Overview
SoftExpert offers the BPO Consultancy service, which enables the practical and efficient allocation of experienced and highly skilled professionals to execute consultancy services on SoftExpert solutions.
This service allows for the monitoring or execution of routines, configurations, parameterizations, and system resource registrations.
Modalities
- Hourly packages
- Ad hoc hours: contracting ad hoc hours to handle specific demands
Benefits for the Client
- Work from specialized professionals according to the client's profile and needs
- Productivity gains in change processes
- Cost reduction
- No internal bureaucracy for approving new demands
Main Activities
- Analyze change requests submitted by the client
- Assess the suitability of the current configuration considering the client’s reality
- Apply the configurations approved by the client
Main Deliverables
- System parameterization and configuration
- Execution of registrations
- Support to key users and end-users in performing tasks within the SoftExpert Suite
Client Responsibilities
- Support consultants in activities as needed
- Provide access to the system for analysis of parameterization and configuration
- Approve the service documentation executed
Assumptions and Restrictions
- Service execution will be 100% remote
Overview
With BPO Development, delivering customized projects and demands becomes more efficient. A multidisciplinary team with advanced knowledge in SQL, ETL, and Programming, combined with agile methodologies, ensures safe and secure project deliveries.
The development of reports, analyses, integrations, data loading with legacy systems, and BPM process automation are some of the services SoftExpert resources can execute.
Modalities
- Hourly packages
- Ad hoc hours: contracting ad hoc hours to handle specific demands
Benefits for the Client
- Work from specialized professionals according to the client's profile and needs
- Productivity gains in change processes
- Cost reduction
- No internal bureaucracy for approving new demands
- Use of agile methodologies in delivering customized demands
Main Activities
- Analyze change requests submitted by the client
- Assess the suitability of the current configuration considering the client’s reality
- Deliver approved customization and development requests
Main Deliverables
- Management reports with SoftExpert Analytics and Jasper Report (PDF)
- Portal construction*
- Development of integrations with legacy systems
- Data loading
- ETL
- Process automation with SoftExpert BPM
* Development of portals for internal and external users using the SoftExpert Suite portal feature. For specific portal construction using other technologies, SoftExpert should be contacted.
Client Responsibilities
- Support consultants in activities as needed
- Provide access to the system for analysis of parameterization and configuration
- Approve the service documentation executed
Assumptions and Restrictions
- Service execution will be 100% remote
Overview
With the Help Desk service, communication between your SoftExpert Suite users and our Support team is centralized in your support platform. This avoids the need to log requests in the SoftExpert support system.
Upon receiving requests, the client's IT team evaluates the logged request and identifies whether the support is the responsibility of internal IT or SoftExpert. If the support falls under SoftExpert's responsibility, we will be notified (via email) to initiate handling in the client's platform.
Our team of specialists works on your support platform, ensuring the best customer service experience in an organized and optimized manner.
Benefits for the Client
- A support channel already known and used by internal users
- Organization, transparency, and easy access to support information
Main Deliverables
- Support on the platform already used by your company
Client Responsibilities
- Provide access to the support system and network (when necessary)
- Provide usage instructions for your support system and/or training (when necessary)
- Have a Level 1 Support team to perform initial call analysis before forwarding them to SoftExpert
Assumptions
- The client's support system must notify us via email whenever a request is sent to SoftExpert
Additional Information
- This service is an addition to the Corporate SLA.
Overview
Our BPO Project Management provides the allocation of project professionals, ensuring higher quality and agility in the company's project management by adopting both traditional and agile methods. The allocation of these professionals operates in a practical and efficient manner, without bureaucracy.
This service allows for the monitoring or management of SoftExpert projects or internal projects, utilizing our methodology and tools such as SoftExpert Projects and SoftExpert Kanban.
Modalities
- Monthly hourly package
- Hourly packages
- Ad hoc hours: contracting ad hoc hours to handle specific demands
Benefits for the Client
- Routine updates performed by a specialized team
- Installation of customization packages on demand
- No need for the client to have a technical team for applying update packages
- Secure and optimized update process with reduced setup time
- Low cost and specialized resources
- Eliminates the need to hire and train staff due to leave or vacation replacement
- Allows business areas to quickly maintain the application in its most updated version
- Remote updates of third- and fourth-digit patches
- Install customization packages acquired through SoftExpert's on-demand development are
Main Activities
- Manage the implementation of SoftExpert or third-party projects
- Use an implementation methodology validated by the market and used in more than 4,000 projects
- Utilize SoftExpert tools like SE Projects and SE Kanban, without the need to contract additional tools
Main Deliverables
- Comprehensive project management
- Tools for management and support
- Meetings (Status reports), reports, and other related documents
Client Responsibilities
- Support project managers in activities as needed
- Provide access to the systems involved
- Approve the service documentation executed
Assumptions and Restrictions
- Service execution will be 100% remote
Overview
In the current scenario, where budgets are increasingly tight, professionals are accumulating more tasks, and training costs are high, having additional options to manage your SoftExpert solutions becomes an interesting alternative.
Without a properly trained team, productivity is reduced, administrative practices are not applied as they should be, projects are suspended, and system management becomes reactive rather than proactive.
The RSO Environment service from SoftExpert includes validating your environment according to our requirements and updating your SoftExpert Suite with our improvement versions, corrective packages, and customizations.
Modalities
- Complete package: A single contract that includes all updates for third- and fourth-digit versions
- Ad hoc hours: Contracting ad hoc hours for specific updates avulsas: contratação de horas avulsas para atuar em atualizações pontuais.
Benefits for the Client
- Work from specialized professionals according to the client's profile and needs
- Productivity gains in project management
- Cost reduction, as there will be no need to hire personnel
- Lower hiring, labor, and termination costs
Client Responsibilities
- Back up data before applying the packages
- Restore data backup in case of any issues during the update process
- Provide remote access to servers where the applications are installed
- Provide remote access to a workstation to validate the installed packages
- Suspend the system's usage for the necessary time to apply and validate the update packages
- Inform users about system unavailability due to the update process
- Inform users about system availability after the update process
- Approve the executed service documentation
Assumptions
- In the case of remote execution, provide a remote access tool that is certified and recognized in the market, such as TeamViewer. Chat tools like Teams, Zoom, Webex, or similar are not allowed.
- System usage must be suspended during the update process
- Service is exclusive to On-Premise clients
Restrictions
- This service is executed remotely
Specific Exclusions
- Execution of data backup routines
- System installation and its dependencies
- Application of packages that impact a migration process and require contracting additional services (installation, training, assisted operation)
Additional Information
- The RSO Environment service is limited to applying packages (patches) to keep systems in their most updated versions. Updates that require data conversions, application reinstallation, or result in significant application changes are not included in the scope of this service. In such cases, the update process is more complex, requiring additional effort and the contracting of installation, training services, etc.
FOCUS ON CORE BUSINESS
With outsourcing for SoftExpert Suite projects, the company's team can remain lean since there is no need to hire new employees for each new demand. For instance, if you plan to automate a new business process for the HR department, your IT or business team will likely need extra support, and outsourcing can help by meeting this demand. This allows the company to focus more on strategic activities.
PRODUCTIVITY GAINS
The experience of outsourced professionals qualifies them to execute processes with quality and in less time, ensuring good productivity and efficiency in operations.
COST EFFICIENCY AND FLEXIBILITY
One of the main advantages of outsourcing for SoftExpert Suite projects is flexibility and availability. It allows hiring people to perform specific tasks or work on specific days remotely. This helps the company reduce costs related to travel and other expenses, and prevents having idle employees on staff.
EXECUTION OF SPECIFIC TASKS
Outsourcing for SoftExpert Suite projects is ideal for carrying out specific tasks without needing to hire a specialist. You only hire a company that provides the services you need on an as-needed basis. The service offers high resource capacity and specialized professionals.
ON-DEMAND SERVICES
You manage the activities and demands of the allocated consultant. We handle all personnel management, with constant feedback, aligning expectations, and taking care of the professional.
REDUCED LABOR RISKS
Investing in outsourcing for SoftExpert Suite projects reduces labor risks within the company. After all, the workers providing services are outsourced and not employees of your company. Therefore, you don't need to worry about labor obligations, and this risk will be reduced in your organization.
ACCESS TO TECHNOLOGY
Transferring this management to a specialized company can ensure that development remains up-to-date, secure, and at a high-performance level, providing quality service to clients.
SPECIALIZED CONSULTANTS
By hiring our services, you can take advantage of our highly qualified and experienced technical team to achieve your objectives more quickly and efficiently, without the high costs associated with hiring and training an internal professional.
Compliance with global privacy and security standards
Advanced data protection
SoftExpert ensures the protection of your company's data and compliance with the requirements of the latest standards.
Integrate with your ERP, CRM, Office365, and much more
Connect SoftExpert Suite to other business tools already used in your organization.
Worldwide Office Locations
Supporting and implementing your growth and expasion everywhere! We are present locally, ready to ensure that SoftExpert solutions are working without limits.
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Why do customers choose SoftExpert
An award-winning platform recognized by customers
