Kpi.com offers simple Cloud ERP optimized for small businesses. This presentation contains the overview of all features available at kpi.com with screenshots and short explanations in an easy understandable format.

1. Online Business Management Software
By: Muz Karabaev, Founder of kpi.com | muz@kpi.com

2. Introduction

3. Introduction – who we are
kpi.com – part of Finnet Limited, Software Company
Started/Founded in 2005 by Muzaffar Karabaev in London, United
Kingdom.
MobileCloud DMCC is a sister company in Dubai, and became GCC
Sales and Support Headquarters for kpi.com-Finnet Limited from
2014.
120+ employees spread over three Regions:
Central Asia, GCC (UAE) & UK, Plus our Partner Network (KSA and
Oman).
30+ partners/resellers working and providing support for kpi.com in
more than 10 Countries. GCC is a major focus NOW

4. What is kpi.com/Business Management Software?
Cloud SaaS Software
SME’s Business Processes
Affordable
Built in Workflows
Keep it simple
Ease of Processes
Single Platform
5 Modules
With kpi.com you get:
Ease of adoptability
Five core modules in one
application
Cloud and Central
System
Focus on quality
and working method
Multiple layers of
support, including
trainings and
migration

5. Principles of kpi.com
The kpi.com is built around the following principles:
Customizable
Affordable
Available on
mobile
Easy to Use
Integrated
Kpi.com Reporting Principles
The software should be able to provide the
Financial information quickly
Kpi.com Upgrading Principles
The cloud business software should provide
automatic regular upgrades for free. For all
customers.
Kpi.com Customer Service Principles
Customers should get full assistance from
support team until they are fully on-boarded.

6. KPI.com: End Users Geographic Spread
28%
North America
13%
UK
21% Other parts of
Europe
5%
Australia
20%
Middle East
4%
South America
2%
Africa
Rest of the world – 7%
3000+ Companies, 15000+ User Base and Growing

7. Kpi.com modules and
processes

8. What is kpi.com software?
It incorporates all key business functions of your business
Manage cash/money
Keep track of products
Manage Customers
Produce or Implement
Sell
Keep Track of Employees
Accounting and
Finance
Inventory
Management
Warehouse
Management
CRM
Project
Management
Manufacturing
Storefront
Sales Force
Automation
HRMS
Case management
Payroll
Bookkeeping

9. Even a small business is complicated
Kpi.com makes it easy to manage

10. ESS, Attendance Tracking, Payroll, Recruitment, On
boarding, Performance Appraisals, Reporting,
Project Management
CRM
HRMS and Payroll
Accounting and Inventory
Add-Ons and Settings
Benefits and Engagement
Contents
Reporting Management

11. HRMS

12. Why is there a need for HRMS?
Too much paperwork?
No payroll history?
Too much trivial tasks?
Complaints not addressed?

13. What is in HRMS?
https://www.youtube.com/watch?v=swYk62gTCwA
Manage Employees
Run Payroll
Track Attendance
Review Performance
Recruitment
Group Pay-run Taxes, Reports
Leave Requests
Simple Appraisals Annual Reviews
In-out hours
ESS

14. HRMS Default Access Levels
Roles What they can see in HR?
Administrators Everything
HR Managers Everything
Department Leaders, Project Managers Limited HR View (only data related to their
own department/project)
Accountants Limited HR View
Employees Their own data only

15. Setup your own permission settings
Settings -> Permission Management -> HRMS

16. Employee Self Service

17. ESS concept allows HRs to ease their workload
Our employees can see and
modify their own HR Data

18. Employees can see a lot of their stuff
Employees can see
their own related
features

19. Employees can claim their company expenses
2 level of Approvals
can be enabled for
your company upon
request

20. ESS: HR can setup reminders for employees
Reminders can be
set to Employees or
to managers
You can trigger your
own events
Settings -> Recurrence Settings -> HR reminders

21. Organizational Structure
Your new employees can see the
organizational structure when they
login firstly
Setup positions and departments
and supervisors

22. Attendance Tracking –In/Outs

23. Biometric/fingerprint device integration
Actual hours when employees
came to the office

24. Attendance tracking
Reporting -> HRMS -> Late Employees
John wants to know top late
employees of the week

25. Attendance Tracking –Settings

26. HR manager can set different schedules
Employees have different
schedules, some of them
are outsourced from
freelance

27. Attendance Tracking –
Leave Requests

28. John views active leave requests
Let us see if she deserves
leave request

29. John can view leave status of employee before approval
All good

30. Approve leave requests
Approved, go

31. You can add 2 levels of approvals
We can enable 2 level
approvals for your company

32. Payroll Software

33. Our payroll is simple and yet functional
Payroll is fully tailored for UAE and Australia legislations
Contact us at support@kpi.com for payroll customizations at your own country

34. Issue salaries
I want to issue salary to all
employees at once
Initiate a group
payrun

35. Timesheet/Payroll Integration
1. Make sure employees fill out timesheet
2. Specify rates per project
3. PMs Approve Timesheets
4. Run payroll as regular
We want to pay
employees on an
hourly rate

36. End of Service Gratuity
Calculate end of service gratuity
for resigning employees if
available

37. View WPS and Pension Contribution Reports

38. Recruitment

39. Recruitment
https://www.youtube.com/watch?v=swYk62gTCwA
You can receive
candidates from
a web form
Publish
vacancies to
your website

40. Recruitment Workflow
Publish
Vacancies
Receive
candidates
Schedule an
interview
Prepare a
shortlist
Candidate
hired
Web form in your website
Publish to job sites
Coming Soon!
Candidate added
as employee

41. Calendar helps to plan daily interviews
The calendar is
fully compatible
with Google
It shows
everything

42. Email right in kpi.com
Recruitment@jamesmorris.com
Recruitment@jamesmorris.com
Email candidates
directly at
kpi.com

43. On-boarding

44. On-boarding
We can track passport, visa,
government related forms,
entry permits and set renewal
reminders for HR managers

45. On-boarding
How on-boarding works in kpi.com:
HR Manager/Admin builds
periods, steps with custom forms
and custom fields with on-
boarding steps
Employee sees their own on-
boarding data in My On-boarding
Checklist(if HR manager enabled
for employees to them)

46. On-boarding period:
1. Add on-
boarding period
An on-boarding
period is a period
when certain on
boarding steps
need to be
completed

47. On-boarding steps:
2. Add on-boarding step
This will create a
custom form
When checked, it
will be visible for
employee
An on-boarding
step is the step
which employee
should pass in
when they are
hired

48. On-boarding steps:
3. Build an on boarding form in Settings
If you build a custom
form, it will appear here
1. Go to Settings – Custom Field
Settings
1. Go to Settings – Custom Field Settings

49. On-boarding custom fields
Add as many custom fields as needed:

50. Make on boarding form user friendly
Drag and
drop fields

51. How employees see on-boarding data

52. Performance Appraisals

53. Our Performance Review Template
Employee’s
name
Competencies – Weight
Competency 1 – Score X
Competency 2 – Score Y
Goals – Weight
Goal 1 – Score X
Goal 2 – Score Y
Total Employee’s Score = XYZ
Total Goals x Weight + Competencies x
Weight
Total of weights should equal
100%
Note: We can implement your own template upon request

54. Our Performance Review Workflow
Manager’s
Initiative
Employee
Self-Review
Manger
Review and
Rating
Manager’s
Approval
This step can be totally
omitted
Manager can be HR,
Department leader, or a
Project Manager

55. John Conducts Performance Review
I need to review my team
members

56. He sets competencies and goals

57. Review or send to employee first
You can set your own goals in
Goal Management Section

58. Manager Review
Rates can be customized

59. PA trends we want to follow in the future
At the end of the day, we want
better results from employees as
a company
We will be providing options for
simple and more frequent
feedback goal-measurement
processes in the system
In other words, we will make it simple
to measure performance and
compare it over time

60. HRMS Reporting

61. Custom reporting tool helps to create your own reports
We want to stay flexible by
creating our own reports
Step 1:Create your own report
here

62. Custom reporting tool helps to create your own reports
2. Select the template
Contact us at support@kpi.com for more hrms templates

63. Custom reporting tool helps to create your own reports
Build your own report here

64. Custom reporting tool helps to create your own reports
You can build your own chart
Select chart type
Select columns

65. Accounting and Inventory

66. Accounting and Inventory Workflow
Sales Order
Create
Approve
Get from Storefront
Purchase Order
Request
Approval
The following workflow can be utilized by retailers:
Receive Goods
Warehousing
Purchase
Invoice
Ship Items
Pick
Pack
Ship
Convert to Invoice
Handle
Returns
Receive Payment
Sales Receipt
Statement
charges
Make Payment
Match
Payment
w/ Invoice
View Reports
Balance Sheet
P&L Statements
Sales Reports

67. Accounting and Inventory Workflow
Sales Order
Create
Approve
Get from Storefront
Purchase Order
Request
Approval
Manufacturing industries can utilize the following workflow:
Receive Goods
Warehousing
Purchase
Invoice
Make Payment
Match
Payment
w/ Invoice
Receive Payment
Sales Receipt
Statement
charges
Convert to Invoice
Handle
Returns
Ship Items
Pick
Pack
Ship
View Reports
Balance Sheet
P&L Statements
Sales Reports
Build Assembly
Inventory
Product
Warehouse

68. Accounting and Project Workflow
Create Sales Quote
Client Approval
Request for Quote
Timesheet
Task Timer
Entries
Professional Services Industry:
Timesheet Approval
Planned vs. Actual
Task duration
View Reports
Balance Sheet
P&L Statements
Sales Reports
Timesheet Invoice
Totals by tasks
Totals by
employees
Add Project
Project Details
Budget and Estimates CRM Won
Opportunity
Project
Management
Receive Payment
Sales Receipt
Statement
charges
Accounting

69. Invoicing

70. Invoicing
You can create
your own
templates
Invoicing features:
Multiple currencies
Custom templates
Custom fields
Billable expenses
Product/service types
Recurring invoice
Credit notes

71. Different types of invoicing
We want to create recurring
invoice and credit notes

72. Sales Quotes with Progress Invoicing
We want to charge our
customers partially

73. Import your own invoice templates
Contact us at support@kpi.com for importing your own invoice templates
Invoice documents can
be sent as PDF in your
own template

74. Purchase Order and Invoice

75. Suppliers center
75
Manage your
suppliers right here
You can manage your suppliers right here
View how much you
own the suppliers

76. Purchase Orders
76
Manage your
suppliers right here
Purchase order listing shows active purchase orders
You can copy PO
details to a Sales
Quote

77. Add New Purchase Order

78. Add New Purchase Order

79. Purchase Invoice Listing
Manage your
suppliers right here
Purchase invoice listing shows active purchase invoices

80. Purchase Invoice Listing
Pay your purchase bill

81. View Purchase Invoice

82. Inventory Management

83. Why kpi.com Inventory Management?
Our Inventory Management Software Has a Number of Benefits:
Lower Amount of ReturnsFaster Shipping Transparent Tracking
Improved Customer
Service
Automatic Bookkeeping Availability on Mobile

84. Let’s start with the basics
84
Know how much stock is
available in real time

85. Don’t be afraid of shortage
85
If you setup reorder quantities, the
system will automatically order the
product when you are running short of
item
You will not be left without any stock

86. Easily Manage Sales Orders
86
You can create projects from
sales orders
Go to pick list in order to mark
items as shipped One click does it all for you

87. Streamline Your Operations
87
Pick, pack and ship inventory items

88. Transfer Stock Between the Warehouses
88

89. Make Better Decisions
89
View the current value of products

90. Stay Flexible As You Grow
90
Create custom reports and add them to your favorites

91. You can manage your inventory in a mobile app
91

92. Bookkeeping and Reports

93. Accounting and Bookkeeping
You can create other
accounting transactions

94. Sales charts
You can analyze your
top customers and
products

95. View Accounting Reports
You can provide access
to your accountants or
advisors to analyze the
figures

96. CRM

97. CRM Features
CRM software has a number of benefits:
Web formsSales Management
Improved Customer
Service
Mass Mailing and Message
Center
Transparent Reports
Available on Mobile

98. CRM Workflow
Marketing Sales Support Delivery
Campaigns Leads Cases Projects
OpportunitiesMass Mailing
Web Forms
Emails
Solutions
Tasks
TimesheetSales Quotes

99. CRM Workflow
Marketing Sales Support Delivery
Campaigns Leads Cases Projects
OpportunitiesMass Mailing
Web Forms
Emails
Solutions
Tasks
TimesheetSales Quotes
Most CRM solutions stop here

100. CRM Workflow
Marketing Sales Support Delivery
Campaigns Leads Cases Projects
OpportunitiesMass Mailing
Web Forms
Emails
Solutions
Tasks
TimesheetSales Quotes
Most CRM solutions stop here
With kpi.com, you get this step,
you don’t need to buy another
project management software

101. CRM Workflow
Marketing Sales Support Delivery
Campaigns Leads Cases Projects
OpportunitiesMass Mailing
Web Forms
Emails
Solutions
Tasks
TimesheetSales Quotes
There is more in one software
With kpi.com, you get this step,
you don’t need to buy another
project management software
Reporting Accounting

102. CRM Default Access Levels
Roles What they can see in PM?
Administrators Everything within the CRM section
Sales Managers Everything within the CRM section
Sales Rep Only their own data
Accountants All sales quotes, sales orders, sales invoice
documents. All opportunities.
Directors All sales reports

103. CRM Permission Management

104. Sales

105. CRM-Sales Workflow
Lead Capture
Lead
Qualification Opportunity
Opportunity
Won
Lost
Reports and
Dashboards
Project
Sales Order
No Leaky funnel + Complete Visibility
= Integrated sales, project management and accounting process

106. Sales: Just Work With Leads, No Data Entry Required
Easily embed a web form to your main website
And start working with leads in kpi.com

107. All activities automatically appear in
calendar
Working with leads

108. View planned tasks in calendar
Calendar shows projects,
tasks, and leave requests
Sync with Google

109. CRM Opportunities
You can create your own
sequence in Settings –
Reference settings
View how your team is
performing

110. It indicates that there are not
enough sales at the top of the
pipeline
Total sales this
month
Find out how you are performing monthly

111. Export your report to excel and view there

112. Sales Manager’s Dashboard
Coming
Soon!
We want to see some
important highlights in
dashboard

113. Mass Mailing

114. Create a mailing list
We want to send emails
to our leads
1. Create mailing list first: Go to contacts – Add new - Mailing list
You can send emails to your customers and leads in Email marketing –
mailing list

115. Send mass mail to your leads and clients
You can send mail message or sms message to your contacts
Configure sms settings before
using it

116. Case Management

117. Manage issues and requests in case management
You can configure color
coding important tickets
when you need
Assign cases(tickets) right
there

118. Email customers right from kpi.com
Reply right
here

119. Need to email more? There is a message center
You can connect it to
your Google apps
account

120. Everything is connected
You can convert opportunities to project, and manage it from
project management section
OR
Manage any issues appearing in company from one
place. You can relate cases (tickets) to anything. You
can track even purchasing issues from suppliers
No need to integrate
different apps with each other

121. Project Management

122. Project Management Workflow
Simple Project Management Workflow:
Add Project
Add from template
Convert from
CRM Opportunity
Import
Add Task
Add task
Add multi-task
Timesheet
Task Timer
Timesheet Approval
Monthly
By Project
By Employee
Close the project
Archive the
project
View the allocation
Resource
Utilization
Dashboard
Setup Reminders
Project
Management
Settings
View who is too busy,
and who is sitting
without tasks

123. Project Management Workflow
Construction Project Management Workflow:
Add Project Prepare a budget
Start the project
Add TasksAdd Workstreams Timesheet Timesheet
Approval
Payroll
Bill the client
Approve budget Purchase Order
Receive goods
Workflows can be
customized easily
Analyze requirements
Create Estimates
Approve the timeline

124. PM Workflow
Or you can utilize the following workflow if you operate in Professional Services Industry:
Add Project
Add from template
Convert from
CRM Opportunity
Add Task
Add task
Add multi-task
Timesheet
Task Timer
Timesheet Approval
Monthly
By Project
By Employee
Bill the client
Partial Billing
Recurring
Invoice
Payroll
Group Pay-run
Close the project
Archive the
project
Most of our customers are professional service
companies

125. Project Management -
Planning

126. Getting Started
Add Project
Add Task
https://www.youtube.com/watch?v=_hLNlEVsqho
Add
Project
Add Task

127. PM Default Access Levels
Roles What they can see in PM?
Administrators All projects, all tasks, all issues, all timesheets
Project Managers All projects which they own. Full project view.
All tasks and all issues which they manage
Department Leaders Limited project view, their own timesheet,
tasks of the department, timesheet approval
Accountants Limited project view, all invoice, purchase
orders, sales quotes, sales orders of all
projects, their own tasks
Employees Limited project view, their own timesheet,
their own tasks

128. Setup your own permission settings
Settings -> Permission Management -> Project Management

129. Project View
This is what you can
do in PM section
Accounting
documents
Analyze the
workload
Budgeting
Planning
duration
The visibility of these
sections is controlled by
permission management

130. Project Gantt Chart

131. Import your own MS Project File
We want to import our own
MS Project files

132. Resource Utilization
See if employees have enough
tasks

133. Project Budget/PNL
Write down budgeted figures
just here

134. Project Invoicing
You can generate invoice in
Accounting section

135. PM Settings
We have so many projects,
that we get confused
Create automatic
numbering properties for
new projects

136. Timesheet

137. Introduction to Timesheet
Timesheets are great for 3 reasons:
They make costs visible
They help to automate billing/invoicing
They help to automate Payroll processes
Time tracking can increase revenue through automating billing, which tends to make it easier for a
company to get correct invoices out for all hours worked by consulting staff
They help in project planning and tracking

138. Timesheet
Employees fill out timesheet and submit for
approval

139. Timesheet Settings
We need to validate
timesheet, and it’s not
required for everyone
Setup employees who
need to use timesheet
Setup timesheet
validations

140. Timesheet Approval

141. Timesheet/Payroll
1. Make sure employees fill out timesheet
2. Specify rates per project
3. PMs Approve Timesheets
4. Run payroll as regular
We want to pay
employees on an
hourly rate

142. Timesheet Invoice
We want to bill all timesheet
hours to the client
Change the template here
Back to Contents

143. Booking Items

144. Booking Items
See if the item is
currently available
Reserve an item

145. Contracts and Monthly
Timesheet

146. Our employees need to fill
out monthly timesheet
Monthly timesheet contracts

147. Monthly timesheet contracts
Monthly timesheet works with contracts
Setup contracts for each
position employees

148. Reporting

149. Introduction to reporting tool

150. Add-Ons

151. Kpi.com Plugins
There are a number of add-ons which you can enable:
Excel Plugin
Storefront

152. Storefront Management Plug-in
Manage products inside
Kpi.com
LeBazar.ae – Our customer who built storefront in kpi.com

153. Storefront Management Plug-in
Manage products inside
Kpi.com
LeBazar.ae – Our customer who built storefront in kpi.com
All storefront purchases are
processed from accounting
(sales orders)

154. Consignment add-on
Your clients/customers will
appear here
You can send items to your
clients or subsidiaries for
consignment
When your subsidiaries the
sales of consignment items
trigger bookkeeping
transactions automatically

155. Need more?
You can customize kpi.com under your own requirements:
Your own functionality/feature
Your own tabs/fields/entities
Your own rules
Hide/Add additional tabs
Workflow rules/reminders
Custom sharing/access controls
Custom Fields,
2-level Workflows
Colors/Logo/Templates
Level 1
Level 2
Level 3
Rules
Settings
Workflows,tabs,
sharing
Invoice
Colors Logo
Core kpi.com

156. Settings
Set up each company
and financial settings
Set up permission levels
Set up workflows
Set up each module
Set up profile and how
you should get an email
Custom Fields

157. Workflow Automation Settings
Define workflows for
certain rules in the
system

158. Workflow Automation Settings
Following activities can
be triggered when
workflow rule is true
Example: send email
customer every 2 weeks
once the subscription is
active

159. Reference Settings
You can change the default values in our lists

160. 2-Level Workflows
2-Level approvals can
be easily be enabled
Add Leave
Request
Approve Leave
Request
Employee Manager
Approve Leave
Request
Manager-2
Purchase
Order Request
Approve
Purchase
Order
Employee Manager
Approve
Purchase
Order
Manager-2
Contact us at support@kpi.com for enabling 2-level approvals for your company

161. Why kpi.com?

162. Benefits of kpi.com
162
By adopting kpi.com, you will be able to enjoy the following benefits:
Transparency of processesLower Operational Costs Ease of Sharing
Improved Customer Service Better Reporting Increased Efficiency

163. Kpi.com is Safe and Secure
163
Physical security
It is hosted on
Amazon cloud
Network security
HTTPS protocol is
used to encrypt data
People and processes
Employees have no
access to customer
data

164. Our backup policy
164
DB
Backups
You can request one of
these backups from the
beginning of your
subscription period
You will get this when you
decide to quit kpi.com

165. Our engagement model with clients
165
You will be assigned a relationship manager
who will work with you from the beginning
Relationship manager will help you to setup the
system and get running until the end of on-
boarding period
On-boarding period is typically 3 months, but it
can be extended
You will be able to call your own relationship
manager any time in case of any issues
When you are fully on boarded, our generic
support team will take care of you, but you will
have an access to your own relationship
manager too.
How will we work with you?

166. We Offer Lot’s of Training Materials for Free
166
Project Management overview: http://www.youtube.com/watch?v=_hLNlEVsqho
CRM: http://www.youtube.com/watch?v=2qFEjSawfCU
HR: http://www.youtube.com/watch?v=swYk62gTCwA
Accounting Videos:
http://www.youtube.com/playlist?list=PLa7P0Qa2jO2X9tYQ9aVPV4NJ3F4C9sScW
Our video trainings:
Our help center:Our guidebooks:

167. Our Support Team is There For You 24 Hours
167

168. We love our customers and they love us too!
These Companies Trust Kpi.com in Running Their Business:
12,000,000+ Projects
1,550,452+ Timesheet entries
4,458,263+ Invoice Documents
526+ Active Companies, 3000+
users from partners

169. Our References
You can contact these companies in for reference:
Company Contact Person Email/Phone:

170. Signup For a Free Trial
170
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