Name: OctaBees
Price: 2700 USD
Author: ScrumBees Software

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Development

Audit

Business Intelligence (BI)

Calibration Management

Collaboration

Communications Platform as a Service (CPaaS)

Embedded Business Intelligence (BI)

Environmental, Social, and Governance (ESG)

Interactive Voice Response (IVR)

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Recruitment Automation

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Observability

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Service Management (ITSM)

Industrial IoT

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Print

Metadata Management

Network Access Control (NAC)

Network Function Virtualization (NFV)

Network Performance Monitoring

Relational Database Management Systems

Remote Support

Security Awareness Training

Solid State Drives

Static Application Security Testing (SAST)

Traffic Switching

Virtual Private Network (VPN)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Analytics

Email Management

Email Marketing

Marketing Automation

Marketing Resource Management

Presentation

Real-Time Interaction Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Email Tracking

Sales

Certificate Lifecycle Management

Security

Forestry

HIPAA Compliance

Home Health Care

Insurance Agency Management

Vertical-Specific

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OctaBees ERP is a software solution designed to streamline and optimize the management of Solar EPC (Engineering, Procurement, and Construction) projects. According to the vendor, this comprehensive ERP system is utilized by various companies in the Solar EPC industry, from small-scale solar installers to large-scale EPC contractors. It aims to enhance project efficiency and drive successful outcomes for solar EPC companies, solar installers, project managers, engineers, and contractors.

## Key Features

**Mobile-based Project Management**: According to the vendor, OctaBees ERP offers a mobile app that enables Solar EPC project teams to access real-time project data on smartphones or tablets. Users can update project activities, upload photos/documents, receive materials, and more through the mobile app.

**Complete Visibility of Project**: The vendor claims that OctaBees ERP provides Solar EPC companies with a comprehensive 360-degree perspective of their projects. It offers live insights and analytics, project dashboards, profitability analysis, and pending activities tracking to support informed decision-making and optimize operations.

**The End of Spreadsheet Chaos**: According to the vendor, OctaBees ERP eliminates the need for managing multiple spreadsheets by centralizing data and automating processes. It simplifies project costing, inventory management, and workforce scheduling while ensuring data integrity and ease of use.

**Customized workflows & automation**: The vendor states that OctaBees ERP allows Solar EPC companies to customize workflows and automate processes according to their specific project requirements. It aims to ensure consistency, efficiency, and minimize manual effort, thereby improving productivity.

**Role & right based access**: According to the vendor, OctaBees ERP provides role-based access control, allowing companies to define user roles and assign appropriate access rights. It aims to enhance data security, privacy, collaboration, and streamline communication.

**Multiple customizable templates**: The vendor claims that OctaBees ERP offers multiple customizable templates for different project types in the Solar EPC industry. Users can select and modify templates to match their specific requirements, ensuring a standardized approach to project management.

**Real-time visibility and tracking**: According to the vendor, OctaBees ERP provides real-time visibility and tracking of project activities, milestones, and progress. Users can monitor project status, track timelines, and identify any delays or issues in real time, enabling proactive decision-making.

**SMS, email & mobile app notification**: According to the vendor, OctaBees ERP offers SMS, email, and mobile app notifications to keep stakeholders informed about project updates and important events. Automated notifications aim to ensure timely communication and help in avoiding delays or missed deadlines.

**Dashboard view for each department**: The vendor states that OctaBees ERP provides departmental dashboards that offer a customized view of project information and metrics for each department. It aims to facilitate collaboration, data-driven decision-making, and improve overall departmental performance.


Basic

All In One

Deskera ERP

GlassManager

OctaBees

Enterprise Resource Planning (ERP) Systems are business management software that allows an organization to use a system of integrated applications to manage the business. ERP systems integrate development, manufacturing, sales and marketing.

Enterprise Resource Planning (ERP)

ScrumBees Software

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Multi-factor authentication

User-level audit trail

Grants Management

Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding

Award Lifecycle Management

Manage the life of program funding awards from initial funding to close-out

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

Budgeting and Forecasting

Establish project budgets and forecast future project financials

Project Costing

Standardize, track, and control costs at all project phases

Cost Capture

Capture costs including those for procurement, financials or time and labor, including from external systems

OctaBees

Overview

What is OctaBees?