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Overview of SBC BillingAnywhere for the automation of business processes of intermodal container shipping and cargo customs clearance Alexander Starshinin.

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Presentation on theme: "Overview of SBC BillingAnywhere for the automation of business processes of intermodal container shipping and cargo customs clearance Alexander Starshinin."— Presentation transcript:

1 Overview of SBC BillingAnywhere for the automation of business processes of intermodal container shipping and cargo customs clearance Alexander Starshinin General Director LLC "SoftBusinessConsulting" The system of management and financial accounting SBC BillingAnywhere

2 SBC BillingAnywhere Overview Any business related to transport logistics, requires very careful management of financial and productive resources, the possibility to get operational information, monitoring movement of cargo at all stages of delivery and customs clearance, minimizing staff in the processing of large volumes of information. SBC BillingAnywhere solution was created on the basis of years of work experience of the SoftBusinessConsulting company with shipping agents and customs brokers involved in maritime container shipping. It ensures effective implementation of automation tasks of information of business processes within the company in the following directions: – interaction with customers; – transport logistics at all stages of cargo delivery; – customs clearance; – port forwarding; – organization of settlements with providers and customers.

3 The concept of SBC BillingAnywhere system building SBC BillingAnywhere system is designed to provide management accounting for a separate company as well as for the group of companies (holding company) in a single centralized database. Organization of comfortable system of payments to customers, service providers, business partners that allows to organize the timely and effective monitoring of financial condition and status of the company stock for senior and middle managers. The basic functions of the system Contractors database organization Registration of incoming and outgoing invoices for rendered services Organization of settlements accounting with contractors on the basis of the cash movement and cashless payments Work with accountable persons (staff advances) Organization of the database of agreements with contractors Invoice payments history storage Automatic generation of accounts receivable and accounts payable Formation of management financial reports

4 Key features of the system Organization of management and financial accounting, as a separate enterprise, and across an unlimited number of companies (holding company) Multi-currency system and the automatic formation of any cross-currency exchange rates Rapid formation of payables and receivables Storing the history of the basic system data (customers book, currencies history, the history of tariff plans, the history of changes in taxes, etc.) Differentiation of the users access level to the system data and functions Convenient, user-friendly interface Flexible mechanism for setting the system in the workplace of the Customer by using special configuration parameters of system application

5 SBC BillingAnywhere solution card for transport logistics “Cargo information is important to the same extent as the cargo itself...” AnalyticsTransport business Supply processes Sales Channels Customers and contractors FundsFixed assetsAdvance reports User access rights control Finance Account payable Account receivable Customer Service Department Agents and PartnersAffiliates Customer orders Cargo works planning Rates and agreements Reports generation Contract management Customs clearance Circulation of documents Lines and agents Container booking Customers notifications Cargo tracking Integration with external IS Daily reports

6 Client side (CRM, working with clients, analytics) The most important processes Finance, mutual settlements control Orders management Transportation management Management Business Analytics Operational analysis Finance (Account payables and receivables, settlements) Control Transportation planning and execution

7 Solution composition SBC BillingAnywhere Base composition :  SBC Administrator  SBC Administrator – administration and configuration of SBC BillingAnywhere system, user access control.  SBC Finance  SBC Finance - organization of financial accounting at the enterprise regardless of its primary business (freight forwarding, customs brokerage, trade or services).  SBC Forwarding  SBC Forwarding – application of automation of forwarding business processes for containers shipping and cargo customs clearance.  SBC Customer Service  SBC Customer Service – organization of interaction with customers of freight-forwarding companies, application implementing the functions of CRM (Customer Relation Management).

8 Состав решения SBC BillingAnywhere Дополнительные модули :  SBC Rates  Automatic notification of customers about order status via  Customers web-portal SBC WebPortal  CCD forms automatic downloads from declaration issue software(Sigma- Soft, TKS, Alfa-Soft)  The module which automatically uploads customers documents on containers in orders database  Module for automatic work with LLC «Rolis» system on cargoes in ports PTK (Saint-Petersburg)  The module for work with the lines in EDIFACT format  Automatic interaction with cargo tracking system SBC CargoTracking

9 “SBC Finance" application is designed for the organization of financial accounting at the company and is used to perform the following functions:  Enterprise contractors database maintenance  Maintenance of exchange rate reference book  Cash credit and debit orders, cash book registration  Accounting of non-cash movements on bank accounts  The organization of work with accountable persons (staff advances)  Invoice (business operations) credit-note journal maintenance  Organization of contractors agreement database  Payments posting (matching) on invoices or business operations  Automatic generation of accounts receivable and payable  Generation of various managerial financial reports  ……….. and much more “SBC Finance“ application

10 Financial module structure Gross earnings = ΣS out - ΣS in Accounts receivable = ΣS out - ΣP in Accounts payable = ΣS in - ΣP out Contractors database Outgoing invoices Incoming invoices Invoices journal Invoices composition Invoices payment history Advances report Payments Cash Non-cash Accountable persons Analytic items reference book Income Expenses

11 SBC Forwarding application “SBC Forwarding" application is designed to automate business processes of companies involved in the rendering of freight forwarding and customs services. Application key functions: Contractors database maintenance Reference book maintenance, which enables application work (countries and cities reference book, goods reference book, containers types, vessels reference books, etc.) Orders for freight forwarding Accounting of status of orders at each stage of freight forwarding (shipment accounting, bills of lading input, multiple purchase orders, customs declarations and other documents generated during the work with customer orders) Accounting of overhead costs for orders fulfillment on freight forwarding (freight, transportation, storage, customs fees, etc.) The organization of settlements with customers for completed orders Generation of various statements that control the passage of customer orders at all stages of work with them User access control on orders (amounts, statistics, profitability, etc.)

12 CarriersProviders/customers Inner structures Transportation management Customer Service Department Customs clearance Finance Rates Tracking Payments Easy to configure Reliability and scalability Technical support Orders Shipment place Bill of goods Planning CCD application Customs payments planning Applications for payment Invoice check Planning Event management Carriers settlements Operational information Customer service Transportation management Open architecture and scalability Orders Agents choosing Booking placing Cargo delivery Evaluation Payment Logistics Заявки на доставку Контроль доставки

13 Forwarding module work principle Time axis, t t0t0 t1t1 t2t2 t3t3 Transport agent (line) Shipper Financial unit Departure port Destination port Consignee Sea transportation t4t4 t5t5 t6t6 t7t7 t8t8 t9t9 t 10 t 11 Order Status auto-notifications Customer t 0 – order registration t 1 – booking placing t 2 – booking confirmation t 3 – shipper shipment t 4 – vessel shipment t 5 – bill of lading registration t 6 – ETA (estimated date) t 7 – arrival date t 8 – vessel discharge t 9 – customs planning t 10 – CCD issue and submission t 11 – delivery to consignee Port forwarding and customs clearance

14 Transportation management Single process “ 76% of logistics managers in most companies do not have the ability to track goods in transit.” Tracking Transportation tracking in real time Delay control Accounts and finance Income and expense planning Invoice payments The calculation of earnings per container Lines and agents Information portals Data exchange in EDIFACT format Orders registration Route selection and placement of booking Cargo delivery Orders service CRM Customers internet-portal Orders status auto-notifications

15 Customers internet-portal SBC WebPortal Full information about orders status Register of applications for goods delivery Placed orders list Getting timely information on order completion Browse container events Browse booking status Viewing and registration of electronic documents Cargo tracking

16 Customers internet-portal SBC WebPortal Cargo delivery order card

17 Contractors database

18 Customers order list Data selection period Filters in MS Excel style

19 Cargo customs clearance registration and control Data selection period Documents for customs clearance Automatic CCD download from Sigma-Soft, TKS, Alfa-Soft

20 Introduction examples… The main sector of SBC BillingAnywhere solution application - freight forwarders and customs brokers Solution users Group of companies «Baltlogistik Group» LLC «Gepard» LLC «Marine complexes and Forwarding systems» LLC «Neva-Balt Northwest» LLC «Avelana Logistik» LLC «Rosmoravia» LLC «Baltic trans-modal center»

21 Contacts… LLC «SoftBusinessConsulting» Phone: +7(812) , +7(812) Fax: +7(812) Software department: Technical support department: Address: , St.Petersburg, Stachek av., (BC Sheremetev)

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