Resource Manager

Product Overview


Resource Manager is an all-in-one workflow automation solution offers comprehensive features for managing travel & expenses, procurement, sales, projects and more business processes.

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Product Description

Norming Resource Manager is a comprehensive sage 300 add-on application designed to streamline and optimize workflow processes across various business functions. Whether it's managing travel & expenses, procurement, time management, sales quotations, projects and job costing, or custom requisitions, this all-in-one solution ensures efficient and effective management of your resources. Available on both web and mobile platforms, Norming Resource Manager combines a user-friendly interface with powerful features to enhance productivity and operational efficiency.

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Features


All-In-One

Norming Resource Manager integrates multiple business processes into a single platform, providing a cohesive and seamless experience. From travel & expense tracking to procurement-to-pay cycles, time tracking, sales quotations, project costing and more, it covers all your workflow and business process management needs.

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User-Friendly UI

Accessible via both web and mobile devices, Norming Resource Manager offers flexibility and convenience. The intuitive, user-friendly interface ensures that users can navigate and operate the application with ease and make it easy for new users to get up to speed quickly, minimizing training time and maximizing productivity.


Powerful Workflow Engine

The powerful workflow engine that automates and streamlines business processes. By reducing manual intervention, it minimizes errors and accelerates task completion, ensuring that workflows are both efficient and consistent.
It allows you to automate routine processes and streamline complex workflows with ease. The visual workflow builder ensures that even the most intricate sequences of actions are clear and manageable, enabling you to see the entire process at a glance and make adjustments on the fly. The workflow feature is designed with robust customization options, catering to the unique needs of your business. You can define specific triggers, actions, and conditions to automate repetitive tasks, ensuring that nothing falls through the cracks. With automated notifications, you reduce the need for constant manual monitoring and follow-ups, freeing up valuable time for more strategic tasks.

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OCR

Norming Resource Manager features advanced invoice processing capabilities with Optical Character Recognition (OCR). This technology automatically extracts data from invoices, reducing the need for manual data entry and increasing accuracy and efficiency in invoice management.

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Document Management

Efficiently manage and store your business documents with the built-in document management system. This feature ensures that all critical documents are organized, easily accessible, and secure, supporting better document control and collaboration.

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Flexible Permission Control

The software offers robust and flexible permission control, allowing administrators to define and manage role-based user access levels. This ensures that sensitive information is protected and only accessible to authorized personnel, enhancing data security and compliance.

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Seamless Integration with Sage 300

Norming Resource Manager seamlessly integrates with Sage 300, extending its capabilities and providing a unified system for managing business operations. This integration ensures data consistency and streamlines workflows across different business functions. By integrating directly with Sage 300, Resource Manager eliminates the need for manual data entry and reduces the risk of errors, providing you with accurate, real-time information that ensures data flows smoothly between systems and empowers you to make informed decisions.

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Flexible and Affordable License Pricing

Unlock the full potential of your business with Resource Manager solution, designed with flexible and affordable license pricing to meet the unique needs of companies of all sizes. Whether you’re a small startup or a large enterprise, our pricing structure ensures that you only pay for what you need. With a variety of plans tailored to different usage levels and features, you can scale your investment as your business grows. This flexibility allows you to manage costs effectively while still accessing the powerful tools and functionalities essential for your operations.



Benefits


Enhanced Efficiency and Productivity

By automating repetitive and time-consuming tasks, it allows employees to focus on higher-value activities. This boosts overall productivity and ensures that critical operations are completed more efficiently.


Cost Reduction

Workflow automation reduces the need for manual labor, resulting in substantial cost savings. By streamlining processes and eliminating redundancies, your organization can operate more economically.


Improved Accuracy

Automation minimizes human error, ensuring that tasks are performed consistently and accurately. This leads to higher quality outputs and reduces the need for costly corrections and rework.


Scalability

As your business grows, the workflow automation and BPM solution can scale with you. Easily adapt and expand automated workflows to handle increased workloads, ensuring seamless operations at any scale.


Enhanced Collaboration

Improve communication and collaboration across departments with integrated workflows. Seamless data sharing ensures that all team members have access to up-to-date information, fostering better coordination.


Compliance and Security

Maintain compliance with regulatory requirements through standardized processes and automated audit trails. The solution also enhances data security with controlled access and robust protection measures.


Employee Satisfaction and Empowerment

By automating mundane tasks, employees can focus on more strategic and fulfilling work. This leads to higher job satisfaction, increased motivation, and a more empowered workforce.



Key Functionalities


Procurement to Payment

Norming Procure to pay solution streamlines and automates the entire procurement process, from requisition, RFQ, purchasing goods and services to receiving, invoicing, and making payments. This solution aims to improve efficiency, reduce costs, enhance compliance, and provide better visibility into the procurement life cycle.

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Travel & Expenses

Norming travel and expense (T&E) solution simplifies the entire process of business travel and related expenses. It helps organizations streamline travel estimates, cash advance, expense reporting, policy compliance, and financial reconciliation. By automating and centralizing these processes, it will greatly enhance your organization’s reimbursement efficiency, reduce costs, and improve employee satisfaction.

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Time Management

Norming Time management solution helps organizations efficiently manage time employees spend on various projects, including tracking work hours, managing leave requests, and overtime. It aims to streamline time tracking processes, improve accuracy, ensure compliance with labor regulations, and enhance overall workforce productivity.

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Sales Quote Requisition

Norming sales quote solution provides tools for ensuring that sales quotes are generated, reviewed, and approved efficiently and accurately. It enhances the overall sales process by automating workflows, enforcing compliance, facilitating collaboration, and providing valuable insights, ultimately leading to improved efficiency of the sales cycle and customer satisfaction.

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Custom Requisition

Norming Resource Manager gives you the capability to create customized requisition forms to meet the unique needs of your business, ensuring that you get the most out of your ERP investment. It allows users to tailor requisitions to meet specific business needs by providing custom and dynamic fields, templates and flexible workflows.

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Inventory Requisition

Norming Inventory Requisition facilitates the process through which departments or individuals within an organization request the procurement or allocation of inventory items. It streamlines the request, approval, and issuance of inventory items. You can configure approval workflows for moving inventory items from one location to another within an organization, this helps for maintaining optimal inventory levels across various locations, ensures that the right products are available where and when they are needed.

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Project and Job Costing Requisition

Norming Resource manager provide helpful tools for project-based organizations to run a more efficient business:
The tools streamline contract initiation processes involves drafting, reviewing, and approving contracts to ensure that costing are clearly defined and agreed upon by all parties involved.
The contract request form that includes project details, estimated costs including: Material Costs, Labor Costs, Equipment Costs and Indirect costs, such as overhead, administrative expenses, contingency costs.
Workflows can also be created for project managers or financial controllers to review the revised estimate to ensure all changes are correct.

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LEM Report

In the construction industry, the LEM (Labor, Equipment, and Material) report is a critical tool for tracking and managing project resources. It provides a detailed account of the labor hours, equipment usage, and materials consumed during a construction project. By successfully tracking these resources, it helps construction companies in optimizing resource usage, maintaining transparency, and achieving better project outcomes.

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Journal Entry Requisition

One good practice of finance internal controls is having all general journal entries reviewed. As a key part of the segregation of duties in that someone other than the person making the journal entry reviews it. It will help prevent errors such as adjusting the wrong accounts and numbers. Resource manager allows you to setup approval process flow for journal entries, the approver like the finance manager can review/validate the journal inputs for auditing purposes to ensure that the information is accurate before the posting to your general ledger account.

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