ISETIA

Document management with ISETIA is truly an adventure. It’s complex, flexible, secure and innovative. It covers all necessary tools to manage, collaborate, edit and circulate documents in extra ordinary visualised way. Move from copy & paste, folder & subfolder standard reality to multidimension, transparent and multifunctional world.

Flexible structure

ISETIA introduces revolution move from standard reality of folders & subfolders into the tailored private information zone. Work flexibly and comfortably with unique horizontal and vertical structure of documentation which will allow you to shape your own configuration of information.

Transparent documents flow and revision

Document flow and revision options make collaboration with information efficient, easy and transparent. Revision option is a 1 to 1 document exchange. Just send document directly to one person, asking for a feedback. Use flow to communicate with more members – send file with request for approval including all cascade path of management or ask colleagues for notes and remarks by sending file to all of them at once. Track flows and revision which you created and get notified about all changes and progress till the closure. If needed check log where you will find all activities taken by users on a particular document. Flows and revisions are shown on ISETIA Dashboard® in visualised and consistent way.

Multidimension related documents mechanism and versioning

In ISETIA you get multidimension structure with ability of creating relations between documents in purpose of making packages. Such related documents mechanism improves the way of working and takes you from copy & paste reality to multidimension world. Instead of losing time on manual copy & paste of files, create relations between documents in transparent, logical structure by having the same file in few places at once. Versioning functionality guarantees that everyone always work with the latest version.

Automated archivisation

Uninterrupted document circulation is critical during projects execution. Structure is a key point to keep an order of complex documentation. Instead of foldering docs, put them to one place available for every team members and create structure that suits you. Centralised, cloud-based repository gives full access from any place.

Instant visual comment

Markup option gives ability to put comments and notes directly on document in an innovative drawing way. Draw what you mean. Quickly and precisely pass your message.

Extensive security

Easily collect your documents securely online with ISETIA thanks to strong encryption. Anyway, all data is daily (customisable) automatically backup. Expanded internal security is build up though variety of privileges combination based on global or project’s roles and on individual users.

Handy web-based platform

Access your documents from multi-tenant web-based platform. ISETIA is 24/7/365 service, available from any place of the world, with basic hardware requirements.

ISETIA Finance module helps speed up an enterprise’s financial processes and offers auditable revenue management and expense management. It also enables company clearly communicate financial information to external parties, including vendors and customers. All type of activities such as planning, estimating, budgeting, financing managing and controlling costs can be completed in ISETIA. ISETIA cost management module covers the full life cycle of a project from the initial planning phase towards measuring the actual cost performance and project completion. So if you need valuable help to define cost control procedures, track and approve changes and apply analyses also if you really want to know how much your project will cost, and how much it actually costs, you should use ISETIA.

BENEFITS

Financial transparency

The GL and analytics dashboard give authorised users the information they need to understand their company’s financials.

Improved productivity

Once a company automates its manual and time-consuming finance processes, productivity will improve.

Reduce human errorsivity

Accounting errors, including data entry mistakes, are easier to detect and avoid.

Better-informed planning and budgeting

Finance module analytics and reporting functions help to forecast costs and revenue and produce more accurate budgets.

Tracking and organising financial documents

The digital format means an organisation is less likely to misplace or lose documents. In addition, documents are usually filed in the proper place automatically.

No missed payments

BI notifies a company about upcoming payments. The company can also have payments plan forecast.

Centralisation

A company can access its financial information in one place.

Integration

Because ISETIA Finance module integrates with other ERP solutions as well as Planning solutions also business systems, an organisation has access to key data, such as sales figures and marketing budgets.

ISETIA FINANCE MODULE EXAMPLES

A business use case is a common task or workflow carried out in software. Here are some examples from ISETIA Finance:

Improved productivity

Invoice processing, cash management.

Receivables

Billing, extending credit and matching invoices with cash received.

Revenue 

Recording revenue that is received over time rather than in a single transaction. Strict regulations require this revenue to be recognised properly in the general ledger and income statement.

Reconciliation

Automatically reconciling account discrepancies to avoid delays in the monthly close.

Collections

Analysing receivables and customer accounts to identify payment risks and executing steps to encourage timely collection

Assign costs to any unit of work

From the smallest up to a largest one. Expenses may be assigned directly to WBS element, ISETIA Board®, ToDo or task which make a project. They may be also assigned to portfolios, programs or project. Just allocate them where they were incurred. Each work unit, whether elementary or aggregated, may have any number of expenses appointed to.

Classify and track

Costs may be classified according to any list of categories which you have in your company or in your project. You may separately plan and track, for instance salary expenses, assets, materials etc.

Plan and perform

Usually firstly you plan an expense and later on perform some transactions, like buying or paying for service after which the expense becomes actual. Sometimes you pay in tranches. In addition you may create one or more actual charges for a planned cost. In each of actual payments assigned to given planned expenses you provide standard data like quantity, unit price, description etc.

Control your budget

ISETIA automatically summarises planned and actual expenses and presents percentage of work execution. The other type of cost control is the mechanism of remaining expenses. ISETIA knows what amount of money was planned and how much has been already spent. The amount of remaining budget is calculated on the basis of these values. When you exceed planned budget the system raises alarm but allows for next spending. The prices might have changed, after all. Cost control may be performed in several places in ISETIA. The simplest way to have control over your budget is just browsing expenses as they were input to ISETIA. You may see and manage them from the side of work units, to which they were ascribed. Moreover in ISETIA Dashboard® there is a portlet designed just to summarise your expenses sorted according to requested categories.

Reporting

You may report costs in tabular, linear, pie chart and other types of reports by using extraordinary visualisation forms.

Attach documents

Expenses may have documents related to them. There are several types of documentation which can be relevant: orders, work specifications, invoices etc. So you do not have to search through all the document repository to find any paper related to your expense. There may be documents related to costs like orders, invoices, detailed specifications and so on. You may assign them to any expense thus having full information about cost stored in one place.

Tailor your cost environment

ISETIA cost management module is very flexible to be aligned with your needs. You may define some attributes as ISETIA dictionaries. There are expense categories, units of measures which can be easily established in it. There are plenty of attributes characterising your expenses. You have data identifying them like identifier, name and description etc. Purchased items can be defined by their unit price and quantity. Its product makes the amount of price. You may define as well the unit of measure of purchased goods. There are also planned dates related to expenses, their currency and responsible person.

How to deliver your project on time, on budget and with demanded quality in risky environment? Make risk management part of your project and work it out with ISETIA. You can gain a lot of money if you deal with uncertain project events in a proactive manner and take care about opportunities. Minimise the impact of project threats and seize the opportunities that occur, then face consequences of risks, plan and deal with them using dynamic ISETIA risk management module.

Precisely identify and communicate

Basic action is to spot risks present in project and communicate them promptly in clear and transparent way. Key point is to give all team members ability to share and communicate potential risks by access to ISETIA risk management module and create risk flows. Additionally, use interactive message boards for spreading and discussing observations about potential risks to other team members.

Step-by-step risk management flow

ISETIA Form® gives variety of available fields which may be tailored to specific way of risk management in your company – add or remove fields, as well as modify the values for types, statuses, categories, manageability, probability, priority, risk response actions. However, you can use predefined ones in accordance with the PMI standards.

Clarify ownership

Indicate right people by assigning them responsibility for execution and result. ISETIA registers automatically creator of the risk and who did last update.

Prioritise

Use an option to priorities and categorise risks due to specific organisation criteria.

Analyse

Impact start and finish dates fields allows to provide time frames for risk duration. Calculations in risk flow are based on value and probability multiplied giving exposure value expressed in the currency.

Plan and implement

Descriptive area allows to explain risk, causes and potential implications. Provide your plan in response description field.

Step-by-step risk management flow

ISETIA allows you to include comments and register every action taken to a change log. That information is helpful within flow cycle, giving other people overview on history of risk with notes. Manage also opportunities to find and get benefits and gains. Every risk may be assigned to a specific structure – project, program (group of projects) or portfolio and specific part of structure – task, WBS or process.

Risk register and reports

ISETIA contains dedicated risk register which helps to manage, track and collect risks in one place. It gives better general as well as detailed overview with precise reporting options.

And smart BIM clash detection

In the life cycle of any project, there will almost always be unexpected problems and questions that crop up. Isetia allows you to be ready, to beat them and deal with them to avoid potential effects of the projects outcome. ISETIA issue management guarantees a safe and reliable method for the team to raise, assign responsibility, track, analyse and prioritise issues easily. Finally record issue resolution for future reference and project learning.

One and only one practices

Move a step forward with ISETIA beside of standard issue management practices:

• Get another value – after solving issue convert it into Lesson Learned.
• Attach photos, videos or voice memos for even faster, easier and more comfortable flow.
• Customise your way – types, priorities and statuses values are fully customisable. Provide and use terms and names as your organization used to. However, you may use predefined ones.
• Every action taken on issue is registered automatically in a change log (dates, responsibilities or comments etc.).
• Sort out issues in accordance to management levels. Identify issue on stage of task, WBS, process, project, group of projects, program or portfolio. Spot fast which part of the project’s structure will be affected.

Ready for unknowns

In ISETIA, issue management flow is carefully looked after at very early stage of following information by detailed ISETIA Issue Form®:

• Type – categorise issues. It helps you to track and assign issues to the right people or roles.
• Owner – who discovered the issue.
• Time & date – when the issue was identified – ISETIA registers it automatically.
• Description – details about what happened and the potential impact on project.
• Priority – an importance rating.
• Responsible person – this person may or may not actually implement a solution, however is responsible for tracking and ensuring that it’s dealt with accordance to its priority.
• Due date – the deadline for resolving the issue.
• Status – the progress of the resolution with a clear label identifying the issue’s overall status.
• Comment the resolution path – the status of the issue and steps taken to find and implement a resolution. Timing of comments are registered automatically.
• Final resolution – brief description of what was done to address the issue.

Clear path

One of the key challenge of issue management is to resolve the problem quickly and then fast react with as little as possible impact to the project. ISETIA is equipped with issue management tool which boosts communication and overall issue flow. As time is often critical variable for reaching the success. Any Issue assigned to a responsible person appears immediately on ISETIA Dashboard® with all terminal and helpful data. If issue is more complex it may be converted into ISETIA Card® (task to execute) with follow-up and tracking options in ISETIA Board®. Since most issues are unexpected, using ISETIA will make ensure ability of dealing with them quickly and effectively. Get issue resolution process in place before starting project to make sure that you stay on schedule and objectives.

Framing

Well prepared framework is a base for an effective issue solving. ISETIA allows you to predefine your own framework including such components like:

• Way of responsibility assignment – manage it by specific person (e.g. a specialist) or roles (e.g. technical issues).
• Determine the status – define your own statuses in reference to specific criteria.
• Set up resolution date – assign issue flow to right and competent person.
• Communication – use issue flow, comments and ISETIA Dashboard® notifications.
• Affects to schedule and budget – when issue is affecting project, define your own company decisions process and flow standards to reduce costs effects.

Unique convert from 3D model

BIM integration makes it even simpler to solve an issue. In additional BIM module, you can create issue directly form a 3D model in relevance to object, group of objects or to overall model and then run solving process inside ISETIA.

Use of BIM goes beyond the planning and design phase of the project. It extends throughout the building life cycle, supporting processes including cost management, construction management, project management, process management and facility operation.

ISETIA BIM approach supports 100% BIM Construction Management Process. ISETIA BIM concept envisages virtual construction of a facility prior to its actual physical construction, in order to reduce uncertainty, improve safety, work out problems, and simulate and analyse potential impacts. Sub-contractors from every trade can input critical information into the model before beginning construction, with opportunities to pre-fabricate or pre-assemble some systems off-site.

Waste can be minimised on-site and products delivered on a just-in-time basis rather than being stock-piled on-site. Boost building design, streamline information, integrate workflow, accurate cost estimation, improve lifecycle management, leverage effectiveness of maintenance and span all of it with building designs using ISETIA BIM Viewer. An adventure with dedicated module of ISETIA BIM Viewer will transfer your capabilities to other dimension.

Discover your possibilities in merging projects

Upload & Download IFC Files – In just one click, you can upload an IFC file and see your model directly online. Charts and graphics help to understand data and your management performance through precise metrics. ISETIA BIM promotes Open BIM workflow solutions by supporting IFC (Industry Foundation Classes).

Unlimited model checking

Collision verification – Participants in the building process are constantly challenged to deliver successful projects despite tight budgets, restricted in size manpower, accelerated schedules, and limited or conflicting information. The significant disciplines such as architectural, structural and MEP designs should be well coordinated, as two things can’t happen at the same place and time. ISETIA BIM Viewer aids in collision detection at the initial stage, identifying the exact location of discrepancies.

Clash detection

Quantities and shared properties of materials can be extracted easily. Scopes of work can be isolated and defined. Systems, assemblies and sequences can be shown in a relative scale with the entire facility or group of facilities. ISETIA BIM Viewer also prevents errors by enabling conflict or ‘clash detection’ whereby the computer model visually highlights to the team where parts of the building (structural frame and building services pipes or ducts) may wrongly intersect.

Display your construction building from separated angles and save it up.

Enhance BIM workflow

Create, transfer and review your issues from different platforms accessible to the whole project team. Track issues, revisions, remarks.

Manage issues

Create, edit, archive, filter, sort, comment, assign and merge issues.

3D visualisations

See and create issues directly from your online 3D models.

Reporting

Print reports to engage more people in to the coordination proces.

Notification system

Receive web and email notifications.

Cut the view

Share your object into separated section views and enjoy detailed analyse.

Mark up

Highlight important areas with selected colours and emphasise importance of particular object’s parts.

Saving the model views-up

Display your construction building from separated angles and save it up.

Transparency and colouring

See-through objects elements like walls to find out what is inside of the model. Use several colouring functions to make it even more real.

Configure items

Find and group, filter, evaluate important for you objects data from the model.

Sliding floors

Focus on particular area of your construction like whole floor and sort it out by sliding out from model to be able clearly analyse inside details.

Ckecking changes

Analyse your separate drawings from the differences between model revisions point of view.

Select preferred areas

Choose and concentrate only on particular part of your object to have crystal clear perception.

Navigate easily in the model

Our navigation toolbar allows smoothly operate in 3D model.

Request a trial version today.