Name: Triviso
Author: Triviso

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Functional Testing

Kubernetes Monitoring

No-Code Development

Development

Admissions and Enrollment

Classroom Management

Education

Business Intelligence (BI)

Collaboration

Facility Management

Statistical Analysis

Workspace Planning

Enterprise

Accounting

Accounts Payable

Financial Planning and Analysis (FP&A)

Hedge Fund

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Block Storage

Cloud Data Warehouse

Cloud Storage

Configuration Management Databases

Deception Technology

Encryption Key Management

Fraud Detection

Integration Platform as a Service (iPaaS)

IoT Device Management

Load Balancing

Network Performance Monitoring

Operating Systems

SOA Governance

SaaS Backup

Server Virtualization

Service Desk Outsourcing

Vector Databases

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Success

Digital Content Creation

Email Marketing

Market Intelligence

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Field Sales Software

Sales Performance Management

Sales

Agriculture

Construction Takeoff and Estimating

Dealer Management

Direct Secure Messaging

Equipment Rental

Fleet Management

Insurance Suites

PCB Design

Rental Property Management

Restaurant Management

Vertical-Specific

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Triviso ERP is a business software solution designed to optimize the workflow and operations of companies in the wood processing industry. According to the vendor, it caters to small to large-sized companies in the wood processing industry and small to medium-sized businesses (SMBs) in other industries. Triviso ERP is utilized by professionals and industries such as woodworking, carpentry, furniture manufacturing, interior design, joinery, timber construction, metal construction, manufacturing, retail, wholesale distribution, construction, and engineering.

## Key Features

**Cloud-based Solution**: According to the vendor, Triviso ERP is available as a cloud-based solution, providing users with the flexibility to access the software and their data from anywhere with an internet connection. This cloud-based approach allows for scalability and is said to reduce IT maintenance costs.

**Unified Data Basis**: According to the vendor, Triviso ERP ensures a unified data basis for all departments within a company, promoting consistent and up-to-date information. This is said to improve data accuracy and integrity, aiming to eliminate redundancies and inconsistencies.

**Financial Accounting Integration**: According to the vendor, Triviso ERP offers integrated financial accounting functionality, aiming to eliminate the need for separate accounting software. This integration is said to streamline processes, reduce data duplication efforts, and enhance financial management.

**Project Management**: According to the vendor, Triviso ERP includes project management features to assist users in planning, organizing, and tracking projects. Users can set milestones, assign tasks, and monitor progress, aiming to ensure efficient project execution.

**Purchase and Inventory Management**: According to the vendor, Triviso ERP provides tools for managing purchases and inventory. Users can create purchase orders, track deliveries, manage suppliers, and monitor stock levels, aiming to optimize procurement and inventory control.

**Sales and Customer Relationship Management (CRM)**: According to the vendor, Triviso ERP includes sales and CRM features to help users manage customer relationships and sales processes. Users can track leads, manage customer contacts, create quotes, and monitor sales pipelines, aiming to enhance customer engagement and sales performance.

**Production Planning and Control**: According to the vendor, Triviso ERP offers production planning and control functionality to optimize manufacturing processes. Users can create production orders, manage work schedules, track material consumption, and monitor production progress, aiming to ensure efficient production operations.

**Human Resources Management**: According to the vendor, Triviso ERP includes human resources management features to help users manage employee data, time tracking, and payroll. Users can maintain employee records, track attendance, manage leave requests, and generate payroll reports, aiming to streamline HR processes.

**Business Intelligence and Reporting**: According to the vendor, Triviso ERP provides business intelligence and reporting capabilities, enabling users to analyze data and make informed decisions. Users can generate customized reports, create dashboards, and perform data analysis, aiming to facilitate data-driven decision making.

**Mobile Access**: According to the vendor, Triviso ERP offers mobile access, allowing users to access the software and their data from mobile devices such as smartphones and tablets. This feature is said to enable users to stay connected and manage their business on the go, aiming to increase productivity and responsiveness.

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

Triviso

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)

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.

Security

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

Triviso

Overview

What is Triviso?