SAP Business One Addon for Engineering, Construction and Operations companies developed by Risa. Certified for SAP Business One

3. Tradition
§ Founded in 1977, as an accounting and fiscal consulting company
– with over 250 clients in this business area – RISA develops its
activity through sustainable growth of its competences and with a
strategic orientation, presenting ERP and Vertical Solutions to its
clients and partners .
§ In 1986, Risa develops a new business
area – “Project Finance” - with the propose
of finding the best finance solutions for
investment projects, specially to European
Community Funds and Grants, with more
then 1400 appliances to the different fund
raising systems from the E.U.

4. Innovation
§ In 1989, due to the needs of its clients, RISA innovates by creating
its own business software development center, and develops RISA’s
ERP (SGI), that insures the integrated coverage of all functional
areas of a company.
§ Head Office: Vila Moreira, Alcanena - Portugal;
§ Co-Workers: 60;

5. Prestige
SME Excellence award
Risa was award with the SME Excellence award from the Portuguese
Economy Minister for 5 years.
Quality Certification
Since 2003, Risa Certificate NP EN ISO 9001 for the Studies and Projects
department, more specifically for the formulation of Economical and
Financial Viability Studies and for applications to Communitarian Incentive
Systems.
Accredited Training Entity from the
Portuguese Public Entities
Accreditation in Training for Management and Administration areas as well
as in Accounting and ITC’s since July 2007.

6. Business Areas
1
Fund Raising and FI Projects
2
Information technologies

7. Fund Raising and FI Projects
Economical and
Financial Viability
Studies
Fund raising in E.U.
programs

8. IT
SAP Software
Department
Risa Software
Department
R&D

9. Accessible and intuitive ERP
designed specifically for SME’s.
It allows you to manage the
essential functions of your
business in Sales Distribution
National ERP, designed for
SME’s. It allows you to
manage the essential
functions of your business in
Sales, Logistics and Financial
areas in a single integrated
system.
and financial areas, in a single
integrated system.

10. Partnerships
§ G2 Technology (Brazil)
§ INTAREX (Spain);
§ Consulting in Agro-food business sectors and agricultural;
§ Identification, coding and location of products and
services worldwide;
§ Superior Management School in Santarém

11. Internationalization
Currently :
• Spain
• Angola
• Brazil
In progress (Establishing in) :
• England
• Colombia
• Chile
• Poland
• Czech Republic

12. Reference Partners

13. Reference Partners

14. Reference Partners
C
P F
Centro de Produção
e Comercialização Hortofrutícola, Lda.

15. Reference Partners
For the others partners that wasn’t mentioned here, we give our tanks for the partner relationship that
keeps us together.

17. Main Benefits
-
MS-Project and Excel Integration
-
Gantt Project Management
-
Financial Chronograms
-
Enhanced Productivity
-
Process automation
-
Management System Integration
-
Best Practices

18. MS – Project and Excel Integration

19. Quotation and Work Sheet/Project
Automatic Work Sheet Creation – It allows for the automatic creation of the
work sheet based on the adjudication of the quotation, with a record of all predicted
and quotationed costs, direct (Materials, Labor, Subcontracting, services, …) and
indirect ( financial costs, bank guarantees cost, etc…);
MRP Planning – It allows for the planning of the purchase, material and
subcontract costs, with automatic planning of orders to suppliers according to the
date at which they are needed, encompassing the automated transmission of order
forms, so that the system will suggest the pre-determined or usual supplier or
alternative suppliers;
Order management - it allows for the permanent management of the state of the
orders made for each construction site, with a knowledge of its state- delivered, to
deliver, partially delivered, out of date, ….

20. Quotation and Work Sheet/Project
Direct and indirect costs:
It allows manual or automatic entry of direct
costs (materials and times of labor) or with the
possibility of automatic collection online with
PDA’s “in the construction site” so that this
entry is done by lot, category and/or chapter.

21. Quotation and Work Sheet/Project
Automatic Entry – It allows for the automatic and direct entry to the
construction site of the materials at the moment of the execution of the
order, to utilize the indexing of each construction site of the requests
made to the suppliers;
Detailed Analyses – it allows for detailed analysis anytime along the
process of execution of a work, with individual position of each work,
chapter, category or item of
the work, analyzing imputed costs,
comparison between predicted/quotationed costs and performed costs;
quotation Control – it allows you to know at any moment the yield of
the work, comparing expected and obtained costs, expected and
obtained margins, analysis (by item, or more detailed) or a summary
(general situation of the project);
Productivity Analysis – It allows you to analyze productivity of the
workers, individually, by category of workers or by work teams;

22. Quotation and Work Sheet/Project
Project Invoicing by Mesurement– it allows for the control of the made work
sheet/project by measuring, creating documents and to elaborated future acts and
analyze accumulated measurements and balances, allowing for the quantification and
validation of the next act and the verification of possible deviations;
Payment and Banking warrantees management – it allows the management and
control of banking warrantees over the course of the work sheet/project;
Price Revision – It allows for the execution of Price Revision procedure executions
according to the local Laws and Regulations;
Pre-Payments – It allows you to indicate the adjudication date, quotation values,
anticipated values, it performs the correction of the revision formula with a basis on t
he payment plan or measurement acts, according to the state of the work, if its either
early or delayed;
Government Projects management – It allows for the management of
administrative dates and deadlines in case of a government project, with alerts in
dates earlier to the end of the respective deadline;

23. From Quotaion to
Work Sheet/Project

24. Quotation – General Data/Information
The quotation header has the main data, such as client, date, the type of proposed
work, among others. In the general option you can see indicated the dates of
different stages of the process, payment conditions, responsible personal and
generic description of the work to be quoted. It can still be connected with the
opportunities in pipeline.

25. Quotation – New quotation
From the articulate of chapters of a model quotation, we can marc the chapters,
subchapters and items for the quick creation of a new quotation.

26. Quotations – Information
We can list external documents with a given quotation, for easy access to support
information for the quotation. The user can create additional fields/parameters allowing the
user to adapt the quotation to any business.

27. Quotations – Price Revision
Fulfilling the legal requirements, companies who perform public works may calculate the
value of the price revision according to the local Laws and Regulations.

28. Quotations – Financial Chronograms
In the Financial Chronogram the dates and values agreed for the payments are
specified, allowing treasury prevision and control. By the connection to the
measurement acts, we can easily compare the estimated work to the accomplished
work thus following the work’s progress.

29. Quotations – Commercial Terms
In the spacer “Commercial Terms” the commercial scope issues are detailed, such as
payment conditions, delivery/execution deadlines, warrantees and exclusions, as well as
the source of cost and sale prices.

30. Quotations – Activities
We can create related activities, such as contacts made, meetings, notes and support
attachments to the present quotation , thus creating an action history, to feed alert
mechanisms.

31. Quotations – Flexible Level Structure
The organization of the levels is flexible and free, simply complete 12 options. In the
quotation composition detail, we can detail the chapters and items of said quotation. We
can resort to existent master data or use free text. We can visualize the total sale and
cost quotation as well as the margin of the quotation.

32. Quotations – Chapter Detail
In this spacer we can detail the need materials for the execution of each separate item
by section: Materials, Labor, External Services or machinery
We can also define the times of execution and the its costs.

33. Quotations – Proportional Costs
We can define the costs that are common to all chapters. This way, we can register them
in a quick fashion, indicating only the distribution method and which options are affected.

34. Quotations – Overhead
Overhead calculation allow us, based on value or percentage, to adjust the importance
of each selected section, taking into account the cost or the sale price. We can also
determine the total sale value of the quotation distributing the importance by the
sections.

35. Quotations – Gantt Graphic
The forecast of the times and the specific operations can be represented in a
Gantt Graphic, for better visualization and resource analysis and to see how
to distribute the different tasks through the time.

36. Quotations – Measurement Project history
It gives you the possibility to analyze graphically the project measurements
as well as define alerts by user.

37. Quotations – Quotation Queries
Quick Consultation Menu of Quotations with multiple criteria selection to
allow dynamic analysis.

38. Quotations – Purchase Orders Creation
The possibility to provision the Work taking into account the estimated costs for each
one of the tasks.

39. Work Sheet and
Project

40. Work Sheet – Work Form
The Form identifies and characterizes the work which will be executed. In it we identify
the client, description and, if appropriate, the adjudicated/granted quotation. User fields
can be created in the “Others” option.

41. Work sheet – Entry Management
In Work Sheet main entry screen the user can entry consumed items/services/machinery in
a particular work are imputed and all additional information, such as the warehouse from
which the material comes, the cost and sale values, dates, workers and equipment used.
The costs can be imputed to the project or to the Quotation chapter for a thinner control
of deviations.

42. Work Sheet – In transit goods Process
In transit allow you to have a confirming document and validation between the Purchase
and the Entry of the Merchandise for conformity analysis of materials and cost predictions
without stock movements in SAP.

43. Work Sheet/Project – Overhead/Fixed Costs
General spending which should be shared by the different works so that you are given a
more real vision of the profitability of each one for the business.

44. Work Sheet/Project – General Status
In General Status we can consult the management indicators for work/project control.
Sale documents can be viewed and quickly accessed through the navigation date.

45. Work Sheet/Project – General Status
In General Status articles which are already imputed in the work and their imputation
closure can be consulted. We can also compare what was initially asked with the
pending amounts.

46. Works Sheet/Project – General Status
For each group (Material, Labor, External Services, machinery and others) the amounts,
cost and sale entries can be consulted for a bigger control of work imputations.

47. Work Sheet/Project – General Status
In this spacer you can consult all documents that are related to the Project.

48. Work Sheet/Project – General Status (Billing)
In the Billing option you can consult the materials that are billed to the client. The bill
can be issued directly from this menu and then you can select the articles to be included
in the bill.

49. Work Sheet/Project – Time Import
IF the company wants it is possible to import the times that its employees were in a
given work through the import of a standard Excel file. This is a best practice adopted by
many companies.

50. Work sheet/Project – Measurement 1
The measurement functionality allows the company to keep up with the Work’s progress,
to record and bill according to the real works. The company can then compare what was
predicted to what was accomplished.

51. Work sheet/project – Measurement 2
It is possible to visualize in an integrated way, all of the work’s progress using each one
of the performed measurements.

52. Work sheet/Project – Reporting
The listings of the projects allow you to check which works are in progress, valued or
not, with wide selection criteria (data, client, number, seller) and group them by type.
You can also print hour control analysis. Using crystal reports, the user can easily create
their own views.

53. Work sheet/Project - Analysis
You can analyze by type, dates, detailed or grouped, in a way that it allows you to use a
wide range of filters.

54. Work sheet/Project – Execution Control
You can analyze by type, dates, detailed or grouped, in a way that it allows you to use a
wide range of filters.

55. Build One References

56. Build One References

57. Rua 24 de Junho
Apartado 63
2384-908 Vila Moreira
Telf.: +351 249 889 120
Fax: +351 249 889 124
Rui Pereira
ruipereira@risa.pt