Name: Santi
Author: SANTI SOLUCIONES TECNOLOGICAS

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Development

Audit

Board Management

Business Intelligence (BI)

Collaboration

Enterprise Legal Management

Transportation & Logistics

Enterprise

Accounting

Anti-Money Laundering (AML)

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

HR Management

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

Application Delivery Controllers (ADC)

Bot Mitigation

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Mapping

Data Pipeline

Desktop Management

Desktop Outsourcing

Extended Detection and Response (XDR)

Fraud Detection

Hosted Virtual Desktop

IT Operations Analytics

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Network Performance Monitoring

Relational Database Management Systems

Smart Contracts

Tape Storage

Vulnerability Management

Workload Automation

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Contact Management

Content Management

Contest Management

Digital Asset Management

Email Marketing

Gamification

Marketing Automation

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Multichannel Retail

Presales

Sales

Certificate Lifecycle Management

Database Security

GDPR Compliance

Security

Construction Accounting

Hotel Management

Loan Servicing

Vertical-Specific

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Santi is a management tool designed to streamline operations and improve productivity in various areas of a company. According to the vendor, it offers comprehensive administration, operation, and control functionalities for companies involved in the rental and sale of multifunctional equipment and other office devices. Santi is aimed at businesses of all sizes, from small businesses to large enterprises, and is utilized by a range of professions and industries including Managed Print Services Providers, Office Equipment Rental Companies, Office Equipment Sales Companies, Service Warranty Administrators, Printing and Copying Centers, Business Analysts, Office Managers, IT Professionals, Sales and Marketing Teams, and Operations Managers.

## Key Features

**Panel de Análisis Financieros**: According to the vendor, this feature provides real-time access to key financial and performance indicators with just one click. It is said to allow executives to have direct control and oversight of financial data, and make informed decisions based on real-time information.

**Centros de Copiado**: The vendor claims that this feature is a point-of-sale solution specifically designed for printing and copying centers. It is said to provide control over production by equipment, work orders, invoicing, and collection, and streamline the management of printing and copying operations.

**Facturación Automática**: According to the vendor, this feature automates a wide range of operations for businesses using MPS systems like PRINTAUDIT, PRINTFLEET, and NUBEPRINT. It is claimed to enable seamless integration with existing MPS systems for automated processes, and improve efficiency and accuracy in billing and invoicing processes.

**Aplicación Móvil para Técnicos**: The vendor states that this feature is a mobile application designed for technicians to have access to service records, work orders, and geolocation of technicians and equipment. It is said to provide technicians with information at their fingertips, eliminating the need for emails or phone calls, and enhancing communication and reducing duplicity of tasks.

**Portal de Atención y Servicio**: According to the vendor, this feature offers a real-time communication portal for customers to interact with the company. It is claimed to provide customers with a self-service portal for administrative and technical support, and reduce the need for phone calls and emails for common customer requests.

**Plataforma de Comercio Electrónico**: The vendor states that this feature enables businesses to have their own online store without complications. It is said to seamlessly integrate with SANTI for inventory management, quoting, order monitoring, shipping, and payments, and is optimized for search engine optimization (SEO) to improve online visibility.

**Comprehensive Management**: According to the vendor, Santi is a comprehensive management tool that provides information from all areas of a company. It is claimed to allow users to easily access and retrieve information, even when they are not in the office, and check the status of operations.

**Mobile Accessibility**: The vendor claims that Santi can be accessed from mobile devices, allowing users to stay connected and informed on the go. It is said to enable users to check information, receive updates, and monitor operations from their smartphones, enhancing flexibility and productivity.

**Control**: According to the vendor, Santi provides control over various aspects of the business. It is claimed to allow users to manage operations effectively, have a clear overview of the company's activities, and make informed decisions, helping streamline processes, optimize resources, and improve overall efficiency.

**Security**: The vendor states that Santi ensures data security and privacy, protecting sensitive information from unauthorized access. It is claimed to implement robust security measures to prevent data breaches and maintain confidentiality, giving users peace of mind knowing that their data is safe and protected.

Odoo, from the Belgium-headquartered multinational company of the same name, is a suite of business applications for managing the sales pipeline. It also comprises a PoS and inventory management modules, scaling to a warehouse or retail management solution.

Standard

Custom

Odoo

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

Acumatica

Santi

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)

SANTI SOLUCIONES TECNOLOGICAS

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

Santi

Overview

What is Santi?