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  5. Management of projects of investment
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Group of programs: Business automation

Management of projects of investment

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Quick transition.
What do you want to do now?

If you want to get acquainted with the program, the fastest way is to first watch the full video, and then download the free demo version and work with it yourself. If necessary, request a presentation from technical support or read the instructions.



A screenshot is a photo of the software running. From it you can immediately understand what a CRM system looks like. We have implemented a window interface with support for UX/UI design. This means that the user interface is based on years of user experience. Each action is located exactly where it is most convenient to perform it. Thanks to such a competent approach, your work productivity will be maximum. Click on the small image to open the screenshot in full size.

If you buy a USU CRM system with a configuration of at least “Standard”, you will have a choice of designs from more than fifty templates. Each user of the software will have the opportunity to choose the design of the program to suit their taste. Every day of work should bring joy!

Management of projects of investment - Program screenshot

In strategic planning for the development of a business, trade or industrial enterprises, investment is, if not in the first place, then exactly in the second, because by receiving funds from other organizations or investing your finances at interest, you can increase productivity, profitability and therefore investment project management plays an important role. role. The project program is calculated for a certain period and implies a number of investment measures, which reflect the volumes of financial investments. Such a business plan should be supported by a cost-benefit analysis describing each step for implementation. The initiator of the investment aims to make a profit from the turnover of assets put in place for a short or long period. In the case of investing in a certain organization, it is necessary to take control of all processes, stimulating the work of the managerial link. In other words, an investment project is a series of actions that must be correctly reflected in the documentation aimed at obtaining a specific result in a timely manner. It takes a lot of time, effort and knowledge to manage all the nuances, so managers prefer to entrust part of the tasks to subordinates, hire specialists or use third-party services. With proper investment management, the achievement of goals is accompanied by minimal monetary and time expenditures. Achieve the expected level of profit only with a detailed, in-depth study of the investment object and prospects. The owner of the capital must be guided not by the recommendations of friends, but based on the economic efficiency of each direction in investment. This can be helped by specialized automation systems that are focused on investment projects and assistance in management and control. Software algorithms will help to simulate possible scenarios for the development of events based on the analysis of available information, speeding up any calculations and preparation of documentation.

The choice of a platform for automation should initially be carried out with a clear understanding of the expected results and an understanding of the capabilities of the software. Finding an assistant is not as easy as it might seem at first, because it will become the basis for a successful investment in securities, assets, stocks, which means that you need a comfortable interface, well-built functionality and clarity for different employees. Our development team is well aware of the aspirations of entrepreneurs and executives in automation issues, so we tried to create a universal solution that suits everyone through customization. "Universal Accounting System" has been successfully used by companies around the world for more than one year, as evidenced by positive reviews on the site. Unlike most programs, USU does not require you to rebuild the usual rhythm of work, it adapts itself to your wishes, helping to organize tools and employees for common purposes. The application is created for a specific customer, based on his requirements, wishes and the specifics of the activities being implemented, such an individual approach will help to reduce the adaptation stage. All users will cope with the management of the program, since the interface is built on the principle of intuitive development, and a short training course will be enough to switch to active operation. From the very first days, you will notice how much easier it will become to perform daily duties, while the load will decrease, the time for each action will be reduced. The structure of investment projects includes a set of formulated goals, an object for deposits with a detailed description, a term and volume with a list of technical issues affecting the achievement of goals. Software algorithms will help determine the optimal volume of finance and labor resources, a set of management actions.

For investment project management, a preliminary analysis is also important, which the USS platform will carry out at the development stage. Automation will help to avoid a situation with unjustified risks for capital investment, determining the objects of financing, the order in the implementation of projects, the scope of actions. The technologies and solutions we are implementing will be able to establish an effective exchange of data between participants, reducing project management costs and improving the quality of preparatory work. The software will create a mechanism for collecting investment applications in a unified form, using logical monitoring functions, checking applications and conducting a committee. The results of the investment committees are reflected in the database and allow you to create either a new program with securities, or adjust the current plan. Users responsible for the implementation of each stage will be able to promptly generate reports with accompanying documentation attached. Analytical reports can be carried out on a specific date or period, clearly reflecting the structure of investments. Calculations for key indicators and the assessment of economic efficiency criteria are determined at the time of creation of the application, and can be the basis for the committee. The USU program will accompany all actions in terms of collection, checks, any adjustments, followed by the management of stages, according to the internal plan. Updating data helps to track the progress of processes on a regular basis. It will not be difficult for the management to get up-to-date information on receipts, payments, draw up a report on the movement of finances. To compare real and original information, a separate cash flow table is prepared, where you can make adjustments. Ease of data entry in the application is achieved due to the presence of a structured, user-friendly interface and many service functions.

The result of the implementation of the software package will be to reduce risks and violations in the investment policy. Automated control of deadlines will allow you to complete the assigned tasks on time. Experts will provide full-featured support and service, leaving no chance for a failure in the cycle. You will have at your disposal a modern tool for managing investment portfolios, gaining a strategic advantage in obtaining additional funds and developing an organization. We recommend that you familiarize yourself with the video review and presentation, which are located on the page, or download a free demo version.

The software organizes a common information repository, which reflects the progress of the investment program and the execution of planned actions.

Who is the developer?

Akulov Nikolay

Expert and chief programmer who participated in the design and development of this software.

Date this page was reviewed:
2024-11-22

This video is in Russian. We have not yet managed to make videos in other languages.

The application will lead to the automation of internal document flow, filling out contracts, invoices, acts and other papers, using agreed, standardized samples.

Investment management will take place in real time, but there is always access to data archives, the search for which will take seconds thanks to the context menu.

Automation will affect the preparation of various reports, which can be used to judge the progress of the program for investing in securities and assets.

Users will take a short training course from USU specialists, so mastering the platform will not take much time and effort.

In the course of implementation of projects on deposits, information is automatically updated, which will allow assessing the real state of affairs and making timely decisions.

We currently have a demo version of this program only in Russian.

You can download the demo version for free. And work in the program for two weeks. Some information has already been included there for clarity.



The management will receive tools to control both general project activities and their parts, using analytical reporting for this.

The software will also monitor and evaluate the results of the investment, which will help determine a further development strategy in this direction.

Project risks are identified and recorded in the application, control will help to carry out the activities on time, which were reflected and taken into account in the budget.

A common format for documentation will help create a common corporate style and unify the output of results, so that there is no confusion.

The calculation of the amount of financing for investment measures is based on the calculation of assets and working capital, taking into account interest rates.



Order a management of projects of investment

To buy the program, just call or write to us. Our specialists will agree with you on the appropriate software configuration, prepare a contract and an invoice for payment.



How to buy the program?

Installation and training are done via the Internet
Approximate time required: 1 hour, 20 minutes



Also you can order custom software development

If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!




Management of projects of investment

If deviations from the planned indicators are detected, a message about this fact is displayed on the screen of the responsible users.

To save data and protect it from loss, an archived, backup copy is created for recovery in case of hardware problems.

The system will control the presence of all constituent elements, documentation for the implementation of each operation, so that everything is in order.

The USU program supports the import and export of information in any format, while the structure remains the same, and the data transfer takes several minutes.

Decision-makers regarding the control and management of investment projects will have access to up-to-date information.