360º overview of the process!

top xRM

Extended Relationship Management – Digitise your company-wide business processes and benefit from a

360º overview of the process!

The top xRM digital files

  • bundle all information and functions into a business process centre in your SAP system.
  • integrate emails, documents, notes, SAP objects – simply everything that is important for a process.
  • depict a business process in a structured and transparent way
  • always pinpoint exactly the status of the individual processes
  • offer completely preconfigured solutions for sales, purchase, personnel, contract and projectmanagement.
  • can be utilised flexibly – and are conceivable for every further process in the company
  • are integrated into SAP without interfaces.

This technology allows us to depict (almost) every business process.

Other types of files can be implemented without a great deal of effort thanks to the generic approach of top xRM.

Already implemented are e.g. reclamation files, material files, service/ticket files, change files, manufacturing order/certification files, equipment/machine files, transport/delivery files, funding files(public administration), real estate files, recruiting files, credit files, CRM files…

And what is it that you need?

Get in touch with us – directly here!

top xRM

Business Processes in SAP

A multitude of different types of data and information is generated in companies: letters, emails, documents, SAP data, contracts, notes, web content etc. The management of this content is generally carried out decentrally in heterogeneous sources. For this reason, it is difficult for universal business processes to make the transition to digital. It is often difficult to achieve an overview or the required transparency in everyday work, which has a negative effect on the efficiency and productivity of the staff.

The problem: Too many manual processes

However, business success is increasingly coming to depend on processes being efficient and automated to the greatest extent possible. The increasing digitalisation of business processes is creating new demands on information management with regards to availability, archiving and work processes.

The top xRM SAP-integrated ECM solution

The digital file becomes the central information source for the active management of procedures and processes within the company and documents each individual step. During the process, the file “migrates” throughout the company. Different users or user groups work on it. The file thus fills up with information and documents, manages procedures and consequently documents the entire business process.

The result: More transparency, shorter lead times

Technology

top xRM is SAP-certified and based on the SAP Folders Management / Records Management technology. The application is integrated into SAP without interfaces. The need for complicated subsystems for document management is completely eliminated!

top xRM benefits

  • Data is centrally combined on one platform.
  • Data is constantly available independent of location.
  • The file manages the process.
  • Structured overview of the entire process
  • Shorter lead times
  • Simple regulation of access via flexible authorisation

top xRM

Business Processes in SAP

top xRM unites the functions of document management and process control into the digital file as an ECM solution in SAP – interface-free incorporation without any complicated subsystems ensures data integration is completely seamless.

Extract of top xRM functions

  • Depiction of different hierarchical steps/levels via tree structure
  • SAP applications and records, document and email functions fuse in a central platform
  • Email client functions from Outlook / Lotus Notes / GroupWise
    − Import, write, answer, send and save emails also with their attachments
    − Create appointments and tasks out of the SAP system
  • Documented and automated workflow management with approval/release progress and traffic-light function
  • Display of responsibilities and deadlines
  • Graphical display of workflows
  • Electronic appoval in workflows from mobile devices
  • General and personal reminders
    − Reminders via email to inbox (personal or group inboxes)
    − Tasks in calendar (personal or group calendar)
  • Qualified digital signature
  • Simple document handling via drag & drop similar to Windows Explorer
  • Dynamic in-place editing of Office documentation with chronological versioning, checking PDF documents in and out locally with comment function.
  • Barcode support
  • Work item in business workplace (personal or group)
  • Template management (contracts, certification, text blocks, etc.)
  • Automatic creation of documents from templates
  • Subscription feature
  • Full-text search
  • Flexible notification system for regulating access to relevant data according to responsibility

Create flexible and transparent business processes with top xRM.

Technology

top xRM is SAP-certified and based on the SAP Folders Management / Records Management technology.

top xRM

Business Processes in SAP

Significantly increase transparency and effectiveness of business processes.

That means:

  • All company knowledge is available in digital form on a central platform independent of location and time.
  • Automated approval and release processes achieve shortened lead times and more efficiency.
  • Improved cross-departmental and cross-plant teamwork
  • Security: Simple regulation of access via flexible authorisation
  • Administration of several data stocks is eliminated.
  • Shortened lead times and more efficient processes
  • Structured overview of the business process
  • The greatest possible transparency
  • Ensures compliance
  • Saves working time and therefore costs
  • Increases the efficiency of the company
  • Improves competitiveness

top sales RM

The top xRM digital sales file

unites the functions of document management and process control into the digital file as an ECM solution in SAP – interface-free integration without any complicated subsystems ensures data integration is completely seamless.

top xRM answers questions related to sales processes …

  • What is the process status?
  • Which specifications has the customer made available?
  • What is the complete sequence of correspondence?
  • Which persons/departments still have outstanding tasks related to the process and what is the deadline?
  • What decisions have been made?
  • Which SAP records are involved in the process?

… with functions such as

  • Create and display process folder
  • Create, store, answer emails
  • Create, change, display, send SAP offer/order
  • Create, store, display, change document
  • Manage notes
  • Define status
  • Define task
  • Start workflow
  • …..

top sales RM

The digital sales file with workflow management

Globalised markets, intensified competitive pressure and increasingly demanding customers are the challenges facing sales management. The sales department needs to generate turnover, create customer loyalty and, at the same time, fulfil the requirements for optimised sales productivity.

At the same time, unclear, non-uniform, complicated processes – above all in administration – tie up time and energy that could be more effectively employed elsewhere. top sales RM completely reorganises sales processes and generates the required efficiency, optimises the collaboration of office-based and field staff, and takes the stress out of time-consuming administrative tasks.

High-quality customer care

top sales RM is a comprehensive solution package of digital files for all sales processes.

The files bundle all information relating to the sales process (enquiries, offers, orders, contracts, discussions, emails, etc.) and documents all activities that take place in the sales department. This transparency ensures a high level of quality in customer service and thus leads to improved customer retention.

Integrated customer file

An integral component of top sales RM is the customer file, which depicts the customers with all their information and relationships in a structured and transparent way. Sales can find here all important information, e.g. about contacts, contracts, payment behavior, documents, correspondence, product spezifications, etc. and can navigate from here to all current or also prior business transactions.

Technology

top sales xRM is SAP-certified and based on the SAP Folders Management / Records Management technology. The application is integrated into SAP without interfaces – complicated subsystems are completely eliminated!

 

Benefits of the digital sales file

  • Bundles all activities related to the customer in one central location
  • Efficient collaboration of teams (office-based and field staff, cross-departmental)
  • Automated administration process (approvals, agreements, etc.)
  • Accountability through documented workflow
  • Auditing acceptability
  • Use of the existing SAP concept of roles for flexible assignment of authorisation at node levels

top sales RM

The digital sales file with workflow management

Increased transparency for internal and external team members
Improved quality of customer care
Higher levels of customer retention

That means:

  • All information regarding the customer is available in digital form on a central platform independent of location and time.
  • Automated processes create better efficiency
  • Optimised release strategies
  • Structured overview of processes
  • The greatest possible transparency
  • Saves working time and therefore costs
  • Increases effectiveness within the value-added chain
  • Improves competitiveness

top purchase RM

The top xRM digital purchase file

unites the functions of document management and process control into the digital file as an ECM solution in SAP – interface-free integration without any complicated subsystems ensures data integration is completely seamless.

top xRM delivers when it comes to the purchasing process

  • Everything at a glance: From demand triggers through the request process up to product and supplier decisions, the ordering procedure, goods receipt and the evaluation.
  • Everything is managed: Approvals, responsibilities, contracts, appointments.
  • Everything under control: Specifications, emails, SAP master data, SAP documents, notes, etc.
  • Everything in one cockpit: Create, store, answer e-mails. Create, display, change, send SAP inquiries/orders. Store, create display documents. Start workflow, forward folder, make appointments, manage notes

top purchase RM

The top xRM digital purchase file with workflow management

The efficient management of purchasing and supplier structures contributes greatly to a company’s competitiveness. It is only possible to master these challenges with perfect IT support. top purchase RM delivers just this support “out of the box”. The results are significant improvements in efficiency through automation of purchasing processes, visualisation of interconnections as well as monitoring and active management of the process.

top purchase RM offers a digital purchase file on the basis of SAP Folders Management / Records Management. The SAP-integrated ECM solution for purchasing supports the procurement process with automated processes and, at the same time, documents the entire process chain.

Digitalised and automated process steps

For example, technical and commercial approvals can be obtained from the appropriate person responsible through the system. All information required to carry this out (such as e.g. tender documents, contracts, analyses, master and transaction data, etc.) is available in the file and visible to those involved in the process, depending on authorisation. Assessments of tendering processes, suppliers, contracts, technical details or releases are possible independent of time and location. Reminders guarantee on-time processing.

The result: Processes become transparent and lead times are significantly shortened.

Integrated supplier file

An integral component of top purchase RM is the supplier file, which depicts the creditors with all their information and relationships in a structured and transparent way. Purchasers can find here all important information, e.g. about contracts, certification, creditworthiness, current price lists, contracts, etc. and can navigate from here to all current or also prior business transactions.

Technology

top purchase RM is SAP-certified and based on the SAP Folders Management / Records Management technology. The application is integrated into SAP without interfaces – complicated subsystems are completely eliminated!

 

Benefits of the digital purchase file

  • Bundles all the activities of the strategic and operative purchasing process
  • Automated processes and structured approval/release procedures
  • Documented workflow
  • Optimised release strategies in the process
  • Auditing acceptability
  • Use of the existing SAP concept of roles → for flexible assignment of authorisations at node levels

top purchase RM

The top xRM digital purchase file with workflow management

Approval and release processes in purchasing become more transparent and effective.

That means:

  • All purchasing knowledge is available in digital form on a central platform independent of location and time.
  • Automated approval processes achieve shortened lead times and more efficiency
  • Optimised approval/release strategies
  • Structured overview of processes
  • The greatest possible transparency
  • Interface-free integration into SAP facilitates seamless flow of information and avoids complicated subsystems
  • Saves working time and therefore costs
  • Increases effectiveness within the value-added chain
  • Improves competitiveness

top contract RM

The top xRM digital contract file

unites the functions of document management and process control into the digital file as an ECM solution in SAP – interface-free integration without any complicated subsystems ensures data integration is completely seamless.

top xRM facilitates systemisation, convenience and security for contract management

  • Centrally manage contract templates
  • Generate business transaction contracts
  • Manage and document contract drafts
  • Supervise contract negotiations
  • Control contract conclusions
  • Archive the original contract
  • Monitor the contract validity
  • ……

top contract RM

The digital contract file with workflow management

Companies have to deal with a multitude of contracts, which are concluded, supervised and sometimes archived or saved in a decentralised location.

Unnecessary costs are generated if a company does not adhere to deadlines. Very often, there is not a clear overview of access possibilities. Above all with reference to security and authorisation.

Contract management in SAP with digital files

The SAP-integrated ECM file solution, top contract RM (contract file), not just manages contracts to ensure they are audit-compliant and structured with all corresponding data managed on one central platform.

Coordination and approval of contracts between departments, legal departments and the management also takes place through the system. Overarching workflows are initiated and documented in SAP as part of contract management – from the creation of the contract, the management templates or the check-and-release process through to extending contracts or terminating them. Integrated deadline management ensures that no deadline is ever missed.

The result: A clear overview and transparent agreed rights and obligations, conditions and deadlines.

Technology

top contract RM is SAP-certified and based on the SAP Folders Management / Records Management technology. The application is integrated into SAP without interfaces – complicated subsystems are completely eliminated!

 

Benefits of the digital contract file

  • You always have an overview of deadlines.
  • No costs through overlapping running times or double procurements
  • Automated processes and structured authorisation procedures
  • Documented workflow
  • Auditing acceptability
  • Overview and fast access to all data, flexibly managed with authorisations
  • Use of the existing SAP concept of roles → for flexible assignment of authorisations at node levels

top contract RM

The digital contract file with workflow management

Clearer overview of existing contracts in the company and length of time they still have remaining

That means:

  • All contract knowledge is available in digital form on a central platform independent of location and time.
  • Automated approval/release processes achieve shortened lead times and more efficiency
  • Structured overview of processes
  • The greatest possible transparency
  • Interface-free integration into SAP facilitates seamless flow of information and avoids complicated subsystems.
  • Saves working time and therefore costs
  • Increases effectiveness within the value-added chain
  • Improves competitiveness

top personnel RM

The top xRM digital personnel file

unites the functions of document management and process control into the digital file as an ECM solution in SAP – interface-free integration without any complicated subsystems ensures data integration is completely seamless.

top xRM manages all information on personnel at a glance

  • SAP HCM master data
  • SAP HCM payroll data
  • Applications
  • Contracts and agreements
  • Social insurance and tax data
  • Requests and statements
  • References
  • Evaluations
  • Certificates
  • Further training measures
  • Correspondence

top personnel RM

The digital personnel file with workflow management

Personal management makes a crucial contribution towards the success of a company. Personnel planning, development, leadership and management are the challenges that HR faces every day. In this respect, efficient and lean processes are also vital in the personnel department to ensure that the scarce resource of time is able to be utilised to its full potential. The digital personnel folder is the tool for this.

Personnel management in SAP with digital files

The SAP-integrated solution, top personnel RM, lets you keep the overview at all times and provides you with all important information ad hoc. From recruiting through application management, from contracts, certificates, from monthly or annual personnel process through to an employee leaving. There is a place for every document and every process in the top personnel file. At the same time differentiated rights management ensures high security standards and protects against unauthorised access.

Administration support

With the automation of routine tasks, top personnel RM ensures a release of pressure in the organisation. You are always in the position of being able to inform, include and interact with all participants in a process (employees, departments. personnel, managers). The system makes it possible for procedures and approval processes to be optimised and made more effective, while savings in time for administrative processes can be better utilised for personnel recruitment or development, for example.

Special functions of the personnel file

In addition to the general functions of top xRM, the personnel file has the special functions of “loaning” the file/parts of the file for temporary access by, e.g., a manager.

The result: Better overview, more effective processes and high security for data protection

 

Technology

top personnel RM is SAP-certified and based on the SAP Folders Management / Records Management technology. The application is integrated into SAP without interfaces – complicated subsystems are completely eliminated and there is a seamless flow of data!

Management of the data takes place in SAP HCM with automatic adaptation of changes, e.g., for cost objects, cost centre lists or department descriptions without any parallel master data administration.

 

Benefits of the digital top personnel RM

  • Secure handling of sensitive personnel data
  • All information is collected centrally and available at the push of a button.
  • Automated procedures provide support for routine processes
  • Important and sensitive personnel data is protected from loss, destruction and unauthorised access
  • Auditing acceptability
  • Use of the existing SAP role concept → Everyone can only see what they are allowed to see.

top personnel RM

The digital personnel file with workflow management

Time savings for administration, high security for sensitive personnel data

That means:

  • All information about the employment relationship is available in digital form on a central platform independent of location and time.
  • Automated management processes relieve the pressure of routine work
  • Structured overview of processes
  • The greatest possible transparency
  • Interface-free integration into SAP facilitates seamless flow of information and avoids complicated subsystems.
  • Saves working time and therefore costs
  • Increases efficiency
  • Improves competitiveness

top project RM

The top xRM digital project file

unites the functions of document management and process control into the digital file as an ECM solution in SAP – interface-free integration without any complicated subsystems ensures data integration is completely seamless.

With top project RM

  • you create clarity for all projects
  • you depict all types of company projects
  • you structure the projects completely freely
  • you integrate SAPS objects dynamically
  • you bring together all those involved in a project on one unified information and function platform

top project RM

The digital project file with workflow management

Companies have the most varied of projects running: from product development, (re)organisation, through complete developments up to the introduction of new software. Irrespective of whether they are developmental or change projects, generally they are all very complex and characterised by a high need for documentation and information for all concerned. Therefore, structure and transparency are essential for effective project management. Planning approvals, project progress, resources, appointments, budgets and costs must be continuously monitored. Data from the most varied of sources has to be managed and made available to all those involved in the project depending on its relevance – sometimes also to different sites.

Project management in SAP with digital files

top contract RM (project file) is the SAP-integrated file solution for your project management. Projects are managed on a central platform in SAP. Relevant company data from SAP is available at any time and thus forms the basis for sound evaluations of risks and decisions regarding new projects or ongoing changes.

The result: Clear overview at all times; appointment and cost security

The project status is instantly visible, all project data is directly available.

Technology

top project RM is SAP-certified and based on the SAP Folders Management / Records Management technology. The application is integrated into SAP without interfaces → complicated subsystems are completely eliminated!

 

Benefits of the digital project file

  • Provides transparency and facilitates collaboration of all project participants
  • Planning, approvals, project progress and changes etc. are all traceable
  • The system monitors deadlines and budgets
  • Structured project development in SAP
  • Documented workflow and automated release processes
  • Auditing acceptability, use of the existing SAP concept of roles for flexible assignment of authorisation at node levels

top project RM

The digital project file with workflow management

The greatest possible transparency and effective project management

That means:

  • Interface-free integration into SAP facilitates seamless flow of information and avoids complicated subsystems.
  • All information on the project is available in digital form on a central platform independent of location and time.
  • Sound basis for resources, deadline and cost budgeting
  • Structured overview of all procedures
  • Transparency
  • Interface-free integration into SAP facilitates seamless flow of information and avoids complicated subsystems.
  • Saves working time and therefore costs
  • Increases effectiveness within the value-added chain
  • Improves competitiveness

The solution for (almost) every business process in SAP

More digital file types are even possible

top xRM offers flexible options for managing SAP business processes no matter what industry or which economic system. It is based on SAP Folders Management / Records Management technology.

Other digital file types can be implemented without a great deal of effort thanks to the generic approach of the ECM solution. Besides the standard files for sales, purchase, personnel, contract and project management nthere is a great variety of further applications.

Examples for already implemented files

Reclamation file
Service /Ticket file
Material file
Change file
Manufacturing Order/ Certification file
Equipment /Machine file
Transport / Delivery file
Funding file (public administration)
Real Estate file (management of several economic entities across different locations – including contracts and tenancies)
Recruiting file
Credit file
CRM file

And what is it that you need?

Get in touch with us – directly here!

address cockpit

Send serial emails from SAP – simply and conveniently

With the new address cockpit in top xRM, you can easily plan and automatically send news, information or other messages to the addresses in the SAP system.

Create targeted, personalised email campaigns for the selected addresses.
These are automatically stored in the corresponding master data files of the top xRM in the communication area. Thus, the file contains all communication and offers an overall view on all activities related to the recipient at all times.

Connection to your email client makes it possible to save the addresses there as well as store the individual emails in the outbox. Creation and dispatch are continuously recorded.

What is special about this feature is the follow-up function:

The management of responses from these recipients takes place in the SAP system. Maintaining parallel Excel tables becomes a thing of the past. Moreover, it is also possible to send reminder emails to the recipients that have not answered.

The address cockpit is included as standard in the top xRM scope of delivery.

Benefits of the address cockpit in top xRM:

  • Facilitates the communication with your target groups (customers, suppliers, business partners, employees, etc.) through the SAP system
  • Continuous documentation of all written activities in the correspondence section of the corresponding file
  • Simple selection of the addresses
  • Unified design thanks to templates
  • Link to email client, file and master data
  • Follow-up takes place within the system

top address RM (address cockpit)

Send serial emails from SAP – simply and conveniently

Extract from the functions:

  • Serial emails: Personalised dispatch of campaign via email client; design using templates possible
  • Address search: A range of different selection options, e.g. from within customers, suppliers, business partners or employees
  • Branching off from the results lists into the associated master data or folders
  • Favourite lists (“My addresses”)
  • Transfer of addresses in the email client, i.e. the addresses can be accessed when out of the office, e.g. for field staff
  • Follow-up options (e.g. acceptance, refusal of an invitation to an event)
  • Selective follow-up email to addresses for which there is not yet any response
  • Setting options for the email dispatch: Sender address, dispatch time etc.
  • Detailed protocol on the creation and dispatch of the campaign
  • Archiving the dispatched emails in the sender’s “Sent Box”