An ERP (Enterprise Resource Planning) software is a suite of applications that helps your organization to work smarter, not harder. It covers major aspects of the business, including sales, treasury, accounting, inventory, and procurement.

But how does it empower businesses?

Imagine an octopus with eight arms. The head is the ERP software that binds together all activities under one intuitive interface. Each arm has a specific role – from financial recording to procurement, inventory, sales, billing, reconciliation and collections, and forecasting. Without the head of the ERP software, communication, sharing of information and analytics would be harder to execute. In addition, an ERP Software offers unique customization to support specialized industries e.g. manufacturing, hotel management, education and retail.

OptiSys is a product that utilizes open-source ERP components distributable to small-to-medium enterprises in the Philippines.

In a nutshell, OptiSys is preconfigured ERP solution designed to cater SME needs.

Open-source solutions do not charge user licenses and subscription fees. You can add as many users as you want with the appropriate supporting infrastructure. Only implementation and support fees apply.

No. OptiSys will help manage your resources and report the state of your businesses. If you find yourself unable to control your inventories, cash reconciliation, receivables, liabilities, and profit and loss, then leveraging the advantages of technology is a wise decision.

When business requirements cannot be managed easily via supervision, and it becomes apparent that segregation of duties, review, and transparency become necessary, this is the time you have to look into tools that can enforce your requirements automatically. In ERP systems, different functions interact and document their requirements in one solution with automated logging, approval, and workflow capabilities. For every financial entry in the accounting module, source and target records (e.g., PO, payments) can be linked with better traceability and accountability.

Also, when schedules become unmanageable due to not-so-straightforward treatments (e.g., partial payments, deposits), documents and relationships become handy. This will facilitate real-time schedules (customer, inventory, supplier) and reconciliation when necessary.

OptiSys provides a wide range of recording and reporting benefits for various users:

• Senior Management – you can generate real-time reports to facilitate decision-making. From cashflow, to profit and loss, receivable aging, and payment commitments.
• Sales – track sales orders, view the existence of stock inventories for sales, and monitor customer payments.
• Purchasing – track purchase orders and their status.
• Warehouse – track inventory movements and the inventory balance.
• Accounting – track, review, and monitor business financials and tax compliance.

Aside from having the right consultants and implementors for your project, the following steps should be taken for a successful ERP implementation:

• Onboard competent users – just like any other applications, OptiSys leverages computers and technology. Just like any other accounting or ERP system, business processes are integrated into the application. Users of the solution require basic knowledge to use computers and how business processes work. However, training for first-time analysts is easier with OptiSys than manual processes due to embedded controls in place.
• Prepare reconciled data – Garbage-in-Garbage-Out. In handling data migration to OptiSys, it is important that we are processing reliable data.
• Select the right infrastructure – a proper mix between cloud computing, on-premise hosting, and computing power is assessed to reflect your needs.
• Define and implement business processes – process and information flow are defined to complement technology.

The team is composed of professionals with backgrounds in IT, business, accounting, systems audit, tax law, and information security. These backgrounds are supported by professional licenses and certifications recognized by Philippine regulatory agencies and international bodies. Additionally, members are carefully on boarded and selected to fill in the gap where most SME solution providers fail. Moreover, we aim to provide competent but affordable service to our budding businesses – the next generation of large enterprises.

To further reduce infrastructure, deployment, and maintenance expenses for SMEs, we will soon offer OptiSys-as-a-Service. Consequently, our businesses can focus on the things they do best, while leaving the technicalities to our team.