Management resurse și proiecte

Take control of your projects and optimize the allocation of resources with a complete solution!

SocrateRM is a cloud solution with which you can track projects from kick-off to invoicing. Allocate and use resources efficiently and productively. Increase the profitability and quality of projects.

Schedule a demo now!

SocrateRM-Resource and project managemen
More than 300 customers already trust our solutions
Clienți BITSoftware - RDSClienți BITSoftware - NormandiaClienti BITSoftware. Libra Film
Clienți BITSoftware - BSHClienți BITSoftware - SafetechClienți BITSoftware - Fundația Carpathia
More than 300 customers already trust our solutions
Clienți BITSoftware - RDS
Clienți BITSoftware - Normandia
Clienti BITSoftware. Libra Film
Clienți BITSoftware - BSH
Clienți BITSoftware - Safetech
Clienți BITSoftware - Fundația Carpathia
How does it work?
Secure your success and achieve your objectives!

Complete solution
for resource and project management!

Avoid delays and budget overruns, stay organized and ensure project performance!

SocrateRM offers 360-degree visibility, it is the ally of any project manager and, at the same time, a strategic tool for each decision maker within the company. With SocrateRM you can solve complex project management problems, from resource allocation and project tasks assignment, to project invoicing and performance analysis. Simple and efficient! Permanent communication with the team, but also with the customers!

Everything in one place!

Optimal resource allocation

On projects and phases

No burn-out

Days off requests

Timesheet based on allocations

At project and phase level

Pre-filled according to allocations

Hours can be logged at task level as well

Real time performance analysis

Access to all project information

Real time decisions

Increased productivity

Efficient invoicing

Based on planned hours

Detailed invoicing schedule

Real time invoices status

Integrated budgeting

Project revenue, cost and margin

Additional expenses

Annual resources bugeting

Team communication

Email and in-app notifications

Meeting minutes and comments on tasks

Project documents in one place

To whom does
SocrateRM address?

Suitable for companies working with multiple resources to multiple projects, at the same time

SocrateRM - Management resurse și proiecte pentru directori

Stakeholders

The best business decisions require vision, but also real-time access to relevant information. Operational optimization is what can make the difference in the profitability of the projects, while offering an overall look on the evolution of the business. With SocrateRM, any stakeholder will have visibility on all project information, on how budgets are spent, but also on the workload. Thus, they will be able to measure, in real time, the project and resources profitability and to improve their business strategy.

Business unit managers

Business unit managers work together with project managers to develop strategies for allocating resources on projects. Unlike project managers, business unit managers operate at business unit level and are responsible for allocating adequate resources for multiple projects. With SocrateRM, resource allocation becomes easy and efficient as well as adjusting goals or requirements and adding new people to the team. With an optimized resource allocation process, maximizing the business unit profitability is no longer a challenge.

SocrateRM - Management resurse și proiecte pentru manageri de proiect

Project managers

Project managers ensure that the allocated resources are working to their full potential and complete deliverables on time to deliver the value the customers are expecting. Optimizing time and increased visibility lead to achieving final objectives. Projects can thus be delivered on time and on budget, but especially to the highest quality standard. With SocrateRM you can have real-time visibility on the progress for each project, as well as completion estimates for each deliverable. This will make delivery deadlines easier to meet. Moreover, you can also provide access to customers for viewing tasks and documents so that they too have clarity on the project’s progress. Communication will be improved and time spent with emails or other requests will be saved.

Team members

Whether we're talking about copywriters, designers, programmers or other project team members, they represent the resources that constantly contribute to a project’s success. For this reason, their daily work needs to be improved, in order to avoid burn-out and working overtime. SocrateRM provides team members with access to the management of the tasks assigned to them, to the project-related objectives and gives them the opportunity to collaborate on a permanent basis with the team. With the help of pre-completed timesheets based on allocations, reporting the hours spent on projects is fast, saving time for the team members. Reporting additional expenses is also very easy.

Mai multă vizibilitate. Productivitate crescută.
Profit mai mare.
Timp câștigat.
More visibility. Increased productivity.
Higher profit. Gained time.

Benefits

Do I have enough resources to finalize my projects? Should I hire new people?
How can I make sure that I meet the deadline and also the project budget?

With SocrateRM you can take preventive measures to meet the general objectives!
SocrateRM - Planificare financiară proiecte

Reduction of waste through optimal
resource allocation

Both from resources and project perspective

100% allocated resources

The team is working at full capacity

Joint resource team, shared across the entire company

Forecasts for new hires

Possibility to allocate and reallocate resources on projects and phases

Flexible deadlines

Effortless reporting
of hoursand expenses

Save valuable time with the tracking of effort and expenses

No micro-management

Pre-completed timesheets with time allocated on the project

Filtering tasks by status, assignee, labels and deadline

Rapoarte și analiză în timp real
Rapoarte și analiză în timp real

Real-time reporting and analysis
for continuous improvement

You have an overview of the status of all projects, which helps you anticipate any possible delays or additional costs.

Smart notifications to reduce time spent controlling projects and resources

Real-time budget consumption view

Resource management according to evolution

Easy monitoring of hours spent on projects and phases

Clarity on team performance in real-time

Efficient communication.
Transparency and visibility

You can identify jams and find solutions to correct the situation before it's too late for any action

All project-related information in one place - project status, meeting minutes, documents, invoicing information

Each user has access to the information and functionality needed to accomplish their goals

Personalized experience depending on the role of each user

Comunicare eficientă proiecte. Transparență și vizibilitate.

Open platform
for
integrations

SocrateRM is integrated with SocrateERP and with Google (Calendar and Google Single Sign On).

The Open API provides the ability to integrate SocrateRM through connectors with other software or ERP solutions.

Integrări SocrateRM

Features

Intuitively built and powerful to help you easily manage both projects and resources

With SocrateRM you identify, plan and supervise the resources needed for a successful project delivery!

Plan in detail to maximize your project profitability!

The amount to be invoiced to your customers

Planned days to be spent on the project

Additional expenses

Project margin

Invoicing schedule

Maintain the effectiveness of the organization (OHE) by improving the allocation of resources and through budget planning!

Establish your resources yearly budget (in days)

Split it on projects

Allocate your resources according to the planned budget

Follow in real time the actual budget consumption

Keep your resources profitable

Manage project tasks (singular or recurring), assigning them to team members!

Create, assign and follow your project tasks during the entire project period

Allow your team members:

◦ to define their own tasks

◦ to easily fill-in the percentage done and the spent time where necessary

◦ to add comments, files or links for an efficient communication and to view their tasks in Google Calendar

Communicate in real time with all the actors involved in the development of projects, from stakeholders, business unit managers to project managers, team members and customers!

You can have multiple resources assigned on tasks and you can add comments and files, so all the work to be documented in a single place

Real-time collaboration through personalised notifications, depending on each user role

Control tasks that require increased attention and keep up with project progress!

You are notified in real-time

◦ When a team member requests days off

◦ When your projects are about to expire

◦ When a task has been completed

At the end of the week you receive a complete report with your team allocation for next week and you make sure that all your resources are fully allocated

Maintain the right balance between collaboration and control with personalized permissions!

Different access rights, depending on each user role in the organisation:

◦ Stakeholders

◦ Business unit managers

◦ Project managers

◦ Team members

◦ Customers

Each user has access to the amount of information and functionality needed to reach their objectives

Plan in detail to maximize your project profitability!

The amount to be invoiced to your customers

Planned days to be spent on the project

Additional expenses

Project margin

Invoicing schedule

Maintain the effectiveness of the organization (OHE) byimproving the allocation of resources and throughbudget planning!

Establish your resources yearly budget (in days)

Split it on projects

Allocate your resources according to the planned budget

Follow in real time the actual budget consumption

Keep your resources profitable

Manage project tasks (singular or recurring), assigning them to team members!

Create, assign and follow your project tasks during the entire project period

Allow your team members:

◦ to define their own tasks

◦ to easily fill-in the percentage done and the spent time where necessary

◦ to add comments, files or links for an efficient communication and to view their tasks in Google Calendar

Communicate in real time with all the actors involved in the development of projects, from stakeholders, business unit managers to project managers, team members and customers.

You can have multiple resources assigned on tasks and you can add comments and files, so all the work to be documented in a single place

Real-time collaboration through personalised notifications, depending on each user role

Control tasks that require increased attention and keep up with project progress

You are notified in real-time

◦ When a team member requests days off

◦ When your projects are about to expire

◦ When a task has been completed

At the end of the week you receive a complete report with your team allocation for next week and you make sure that all your resources are fully allocated

Maintain the right balance between collaboration and control with flexible and personalized permissions

Different access rights, depending on each user role in the organisation:

◦ Stakeholders

◦ Business unit managers

◦ Project managers

◦ Team members

◦ Customers

Each user has access to the amount of information and functionality needed to reach their objectives

Who are we?

Pioneers and innovators

Today, BITSoftware is a company that has a portfolio of innovative business solutions, over 300 customers, medium and large enterprises and projects in over 70 countries.

We started in 1994 the development of one of the first integrated management software systems in Romania (SocrateERP) and we grew together with the first customers who believed in us. We then implemented the Socrate solution in dozens of companies in retail, distribution, production and services.

Passionate about technology, software, but also economics, we have always sought to improve, and we have continuously developed and grown people, products and services.

Find out more  ▶︎
About BITSoftware

Schedule Demo

And find out how you can allocate and use resources efficiently and productively!