Individual workshops
Tailored to your business
From requirements analysis and interface specifications via installation and configuration all the way to application consulting: Our consultants will gladly support you in the utilization of the software.
Selecting an implementation strategy
Planning your implementation of Projektron BCS
In this workshop, we provide tool-based support to help you select a suitable implementation strategy.
Target group
Management, project managers, line and process managers
Our services
We support you in evaluating a suitable implementation strategy for Projektron BCS and prepare the implementation project. We will discuss the following topics with you:
Theoretical basics
Evaluation of influencing factors using a tool
Discussion and selection of a suitable strategy
Derivation of an individual project plan and measures for the implementation
Project preparation in Projektron BCS
Prerequisites
If possible, Projektron BCS should already be installed.
Requirements workshop
Process analysis and requirements analysis
In this workshop, we specify your requirements for Projektron BCS in a process-oriented manner.
Target group
Management, representatives of specialist departments, project managers, and line managers, such as project leaders, program managers, team leaders, department heads, controllers, and sales staff.
Our services
We discuss the following key topics with you:
For what specific purposes do you want to use Projektron BCS in your company?
How can your processes be mapped and supported in Projektron BCS?
What requirements arise from this?
For special requirements, we will discuss possible solutions in Projektron BCS with you.
Integration workshop
Projektron BCS for your system environment
In this workshop, we examine and specify the interfaces to the systems from which you want to transfer data once or which you want to connect to Projektron BCS permanently, for example, the SAP merchandise management system or Microsoft Outlook.
Target group
System administrators
Our services
In the workshop, we work with you to specify the required interfaces with regard to the following questions concerning data migration:
Which exchange formats can be used?
Which transfer protocols can be used?
What direction and frequency of data transfer is required?
If necessary: What adjustments to Projektron BCS or the system environment in general need to be made for the connection?
Prerequisites
You have already specified your requirements for Projektron BCS, for example in the requirements workshop.
Installation workshop
Projektron BCS on your server
In this workshop, we install Projektron BCS on a server provided by you. Depending on your requirements, we either come to your company or carry out the work via remote maintenance (remote session).
Target group
System administrators
Services
We install the standard version of Projektron BCS on your server and carry out any necessary basic system configurations.
Basic system configurations include, for example:
Setting up Projektron BCS administrator access
Setting up document management
Connecting the mail server
Activating cron jobs
Setting up the LDAP interface
Setting up the calendar interface
Requirements
You have a server.
Your server is already configured.
Configuration workshop
Customize Projektron BCS
In this workshop, we implement your configurable requirements for Projektron BCS.
Target group
Process managers and system administrators
Our services
Depending on your needs, we work with you to perform basic system configurations and/or implement company-specific configurations (customizing).
Basic system configurations include, for example:
Setting up Projektron BCS administrator access
Setting up document management
Connecting mail servers
Activating cron jobs
Setting up LDAP interfaces
Setting up calendar interfaces
Company-specific configurations (customizing) include, for example:
Setting rights
Defining and assigning new roles
Defining new attributes
Inserting new fields
Customizing the user interface
Prerequisites
You have already specified your requirements for Projektron BCS, for example in a requirements workshop.
Projektron BCS is already installed.
Report configuration workshop
Report configuration
In this workshop we implement your configurable requirements for reports in the BIRT report designer.
Target group
System administrators and process managers.
Our services
We discussed the following key issues together with you:
How does the requirements recording of complex reports work?
How can standard reports be customized to individual customer requirements?
What tips and tricks are there for report generation?
In case of special requirements, we will discuss possible solutions with you and also help you perform the Designer installation on a customer's PC and resolve any occurring connection problems.
Requirements
Projektron BCS is already installed.
The BIRT Report Designer is already connected.
Support portal workshop
External support portal
In this workshop, we will set up an external support portal together.
Target group
System administrators
Our services
You want to offer your customers a ticket system, but for security reasons you cannot grant them access to your own Projektron BCS system.
During the workshop, we will work with you to answer the following questions:
How can you give customers access to the external support portal?
How is the data from the two Projektron BCS systems synchronized?
How are externally created tickets processed?
For more information about the support portal, see our interface info: External support portal with Projektron BCS.
Prerequisites
The required web service license has been installed manually.
Introduction workshop
Your company mapped in Projektron BCS
In this workshop, we help you map your company's processes and structures in Projektron BCS.
Target
Management, representatives of specialist departments, project managers, and line managers, such as project leaders, program managers, team leaders, department heads, controllers, and sales staff.
Our
We support you in transferring Projektron BCS into ongoing operations. Together with you, we create goal-oriented data in Projektron BCS, for example:
Organizational structure of your company
Master data of your employees for use in project work and time recording
License assignments and rights assignments for different user groups
Project structures and templates for your projects
Standard views and standard settings for different user groups
Text modules and templates, for example, for quotes and invoices.
Requirements
Projektron BCS is already installed.
If possible, Projektron BCS is already configured.
With our practical workshops, we ensure that Projektron BCS is optimally tailored to your organization, processes, and goals. Whether strategic introduction, technical implementation, or technical deep dive—we accompany you through all phases of introduction and use in a structured, methodical manner and with our many years of Projektron expertise.
Eva Klama
Project Management Office, Hörmann KG Antriebstechnik
"The annual workshops held on site at Projektron are very valuable for us. So far, we have taken away plenty of new ideas and suggestions for concrete implementation from each workshop."
