Invoice and accountancy system
We created a new system to improve invoicing and accounting process management in seamless integration with the existing enterprise information system.
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Memos Case Study Mondial
1. Case Study / Mondial Assistance
Invoice and accountancy system
We created a new system for Mondial Assistance to
improve the entire invoicing and accounting process
management in seamless integration with the existing
enterprise information system
Mondial Assistance / Client
Asp.NET, MS SQL, MS Reporting Services / Technology
Mondial is a worldwide leader in providing assistance and travel insurance services,
car insurance & roadside assistance and property insurance including liquidation &
payment of claims services. The company serves its clients through 33 operation centers
with round-the-clock service in 25 countries, five continents, and employs almost 8000
people.
existing info
What were the client’s needs?
Mondial Assistance needed a new system to efficiently manage the complete
invoicing and re-invoicing process. It was also necessary to integrate the new system with
existing information systems used at Mondial, and to build a uniform environment with an
integral, efficiently functioning system. One of the requirements was mass invoice printing.
How did the analysis proceed?
The analysis was completed at the customer site – directly in the company with
participation of the management and employees. In the first instance, we focused on
identifying the benefits and inadequacies of the existing system. We compiled the results
of our findings into a description of systems internally used at Mondial, and created a
resulting graphical design of the intended user interface.
2. Case Study / Mondial Assistance
Application design principles
Our initial analysis served as the basis for working out an intranet web application
design powered by ASP.NET technology; data is stored on a database server using
Microsoft SQL Server. Reports and document print templates are handled by MS
Reporting Services. The application consists of several independent modules – for
example the register of received and issued invoices, the user administration module and
the numeric counter/registration module. In order to ensure communication with other
sections of the existing information system, we created a suite of web services which
enabled platform-independent data exchange/transfer. In addition to web services, we also
used MS SQL server to facilitate data sharing.
3. Case Study / Mondial Assistance
What have we created for the client?
According to the business needs of the Mondial Assistance company, we developed
an application containing separate modules with the necessary range of functionality to
handle tasks related to the insurance cover billing or invoice procedures. Individual
modules are presented in separate windows or groups of windows [i.e. panels] displayed
in a graphical user interface.
The Invoicing module [Evidence faktur] provides the full range of functions required
for recording and administration of received invoices. Received invoices are transferred for
further processing to the Settlements [Likvidace] and Re-invoicing [Přefakturace] modules.
Navigation among the huge volumes of data contained in the web application is
facilitated through the Reviews [Přehledy] and Reports [Reporty] modules which also
enable easy searching, filtering and sorting of invoices.
The administration module provides authorized users with administrative tools to
manage templates and number series/counters used within the application.
Independent to the separate modules, the application then handles printing of
invoices on the basis of pre-defined templates or logged-in changes entered by the user.
User identification, i.e. authentication and login to the application, is achieved using
the Windows authentication function.
An integral part of the implementation process was the creation of a module intended
for connecting the application to the existing accounting system.
4. Case Study / Mondial Assistance
Conclusion
The newly installed system helped the company introduce streamlined and simplified
work procedures into the entire invoicing process with new benefits visible in the whole
company infrastructure. Today, the invoice procedure is effectively covered by a single
application which also meets the requirement for mass printing of invoice documents.