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.
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Complete solution
for resource and project management!
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!
On projects and phases
No burn-out
Days off requests
At project and phase level
Pre-filled according to allocations
Hours can be logged at task level as well
Access to all project information
Real time decisions
Increased productivity
Based on planned hours
Detailed invoicing schedule
Real time invoices status
Project revenue, cost and margin
Additional expenses
Annual resources bugeting
Email and in-app notifications
Meeting minutes and comments on tasks
Project documents in one place
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 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.
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.
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.
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
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
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
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
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.
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
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.
