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Holding, financial development groups and facility management

Comprehensive solutions for economics, processes, business and reporting.

Holding groups are distinguished by a complex ownership and organisational structure. Very often these are groups of financial, project, development or facility management companies. They are characterised by frequent changes in the holding and organisational structure caused by the sale or purchase of companies, their divisions or mergers, separation of assets for sale, creation of new companies, etc.

These types of companies place particular emphasis on consistent and comparable reporting across the holding organisation without the need for complex aggregation of data from different companies on a comparable basis.

The basic requirements for an ERP system for these types of companies are:

Unified management of master data and its usability across the holding organisation

Uniform document flows, approval processes, accounting and reporting procedures

Easy creation of new economic entities in the ERP system

Use of the information system in an international environment, including compliance with relevant national legislation

Implementation of property transformations

Flexible reporting that provides information on recorded data

Economics

The Microsoft Dynamics 365 economic information system offers a comprehensive tool for recording and managing information, and enables complex financial accounting. Basic functions of the Microsoft Dynamics economic information system:

  • Financial accounting for a large number of organisations with central management of master data. There are often hundreds of companies involved.
  • The possibility of dividing accounting units into individual organisational units, including a comprehensive solution of access rights to individual levels of the organisation.
  • Recording and management of budgets broken down into individual organisational units according to the required budget structure, linking financial accounting with budgeting, control of budget availability, recording of budget changes at various levels of the organisation and analysis of budget use.
  • Managing cash and non-cash financial flows by managing cash registers, payment proposals, payment vouchers and interfacing with e-banking.
  • Credit management across the group’s companies and projects. Cash flow management.
  • Management of inter-company invoicing with regard to consolidation within the group.
  • Records of all types of fixed assets, including leased and rented assets or assets in operational records, and records of all types of property movements, including depreciation.

The Microsoft Dynamics 365 economic information system offers a comprehensive tool for recording and managing information, and enables complex financial accounting. Basic functions of the Microsoft Dynamics economic information system:

  • Financial accounting for a large number of organisations with central management of master data. There are often hundreds of companies involved.
  • The possibility of dividing accounting units into individual organisational units, including a comprehensive solution of access rights to individual levels of the organisation.
  • Recording and management of budgets broken down into individual organisational units according to the required budget structure, linking financial accounting with budgeting, control of budget availability, recording of budget changes at various levels of the organisation and analysis of budget use.
  • Managing cash and non-cash financial flows by managing cash registers, payment proposals, payment vouchers and interfacing with e-banking.
  • Credit management across the group’s companies and projects. Cash flow management.
  • Management of inter-company invoicing with regard to consolidation within the group.
  • Records of all types of fixed assets, including leased and rented assets or assets in operational records, and records of all types of property movements, including depreciation.

Projects and their management

The administrative work covers the needs of a property development company from the inception of a project to its implementation and the completion of the project either by its sale or continuation in the form of property management and leasing.

The project provides:

  • Preparation of the project budget in the required multi-level structure and with the required level of budget items according to types of income and expenditure and with division into defined time periods.
  • Changes to the budget in the form of an approved budget amendment.
  • Monitoring budget fulfilment, checking project budget availability and monitoring cash flow.
  • Tracking timely budget fulfilment and project milestones.
  • Managing contracts and relevant project documentation.
  • Management of purchasing processes – electronic approval of orders and invoices, including control of budget availability.

The administrative work covers the needs of a property development company from the inception of a project to its implementation and the completion of the project either by its sale or continuation in the form of property management and leasing.

The project provides:

  • Preparation of the project budget in the required multi-level structure and with the required level of budget items according to types of income and expenditure and with division into defined time periods.
  • Changes to the budget in the form of an approved budget amendment.
  • Monitoring budget fulfilment, checking project budget availability and monitoring cash flow.
  • Tracking timely budget fulfilment and project milestones.
  • Managing contracts and relevant project documentation.
  • Management of purchasing processes – electronic approval of orders and invoices, including control of budget availability.

Business process support

Sales and pre-sales activities are usually managed in a CRM module. This is where the registration of prospects, customers and follow-up offer processes, including the registration of documents and contracts, take place. Sales processes are integrated with the project management administrative work. Various business functions of the solution are available to the user, e.g.:

  • Management of housing units and a unit billing plan (payment schedule, advance invoices, billing), and sales billing.
  • Management of commercial units – fees, rent, effective rent, periodic billing, price indexation, and lease billing.
  • Approval of a bidder's offer price for commercial units (leases).
  • Contract administration.

Sales and pre-sales activities are usually managed in a CRM module. This is where the registration of prospects, customers and follow-up offer processes, including the registration of documents and contracts, take place. Sales processes are integrated with the project management administrative work. Various business functions of the solution are available to the user, e.g.:

  • Management of housing units and a unit billing plan (payment schedule, advance invoices, billing), and sales billing.
  • Management of commercial units – fees, rent, effective rent, periodic billing, price indexation, and lease billing.
  • Approval of a bidder's offer price for commercial units (leases).
  • Contract administration.

Reporting

Reporting plays an important role in solutions for property developers. It provides the necessary views of data from many sides and is an important tool for managing both individual projects and an entire organisation or group of organisations.  For reporting, the tools contained in the individual products of the entire system are used, and are supplemented by reports using PowerBI.

Reporting plays an important role in solutions for property developers. It provides the necessary views of data from many sides and is an important tool for managing both individual projects and an entire organisation or group of organisations.  For reporting, the tools contained in the individual products of the entire system are used, and are supplemented by reports using PowerBI.

Related products

Dynamics 365 Business Central

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Dynamics 365 Finance & Supply Chain Management

Robust ERP for companies with demanding financial processes or very advanced manufacturing and logic processes.

Dynamics 365 Sales

Accelerate your sales process with Microsoft's flagship CRM, one of the world's most widely used and popular CRM systems.

Dynamics 365 Project Operations

A modern application that unifies project management, financial team management, resource and sales management into one clear interface.

Power Apps customized

Thanks to the modern low-code Power platform, we can handle any project according to our customers' wishes at a fraction of the cost of traditional coding. This platform is taking the world by storm with its simplicity, low development and licensing costs, and of course, customizable solutions for businesses of all sizes.

CROMA Sales

Streamline your business processes with an open and flexible application that we deploy in minutes. With Croma Sales CRM software, you control the management, verification and reporting of sales contacts, companies and their branches in one place. The application is built on the Microsoft Power Platform and is a lightweight alternative to Microsoft Dynamics 365 Sales

CROMA HR

A simple and easy-to-understand tool for HR managers that covers all important areas of the HR department. CROMA HR offers solutions for managing employee and freelancer contracts, training, medical examinations, attendance and many other functions. The application is built on the Microsoft Power Platform and is a lightweight alternative to Microsoft Dynamics 365 Human Resources.

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