01
Capture project scope
Set up the appropriate master data and the business record that starts the process.
Services & Projects
Connect client requests with delivery work.
Use CRM, projects, tasks, recurring work and accounting to organize suitable software or IT service engagements.
XLINKONE BUSINESS OSIT & Software Services
THE BUSINESS CHALLENGE
Understanding the work behind it & software services.
A software project can involve changing requirements, assigned tasks, revisions and agreed billing terms.
THE XLINKONE APPROACH
A connected way to manage the process.
Track client context and task progress inside the ERP while keeping specialized development tooling in its appropriate environment.
Explore the Platform HOW THE WORK MOVES
A workflow that reflects your business.
Each stage has its own purpose. Keeping those stages organized makes it easier to follow what happened and what needs attention next.
02
Track assigned tasks
Record the transaction or operational activity using the relevant XlinkONE workflow.
03
Bill delivered work
Review the result and the supporting stock, work or financial information.
A PRACTICAL BUSINESS SCENARIO
IT & Software Services in everyday operations.
An IT team handles a customer website project, tracks design and testing tasks and prepares the final invoice.
Explore Business Solutions CONNECTED ERP CAPABILITIES
Relevant XlinkONE modules.
Explore the software capabilities that support this industry's transactions and operating processes.
CONFIGURATION & AVAILABILITY
Fit the software to the work.
XlinkONE is not presented as a substitute for a source-code repository, CI/CD platform or full software-development suite.
QUESTIONS & ANSWERS
Planning XlinkONE for IT & Software Services?
The right setup depends on your documents, quantities, reporting needs, company rules and employee responsibilities.
Which ERP modules are relevant?
Relevant modules include CRM & Lead Management, Projects & Tasks, Accounting & GST. The final selection should reflect how your business operates.
Can we adapt XlinkONE to our process?
XlinkONE provides the workflows described here. During setup, review the relevant masters, units, document flow, access permissions and reports before processing live transactions.
Are specialized industry features included?
XlinkONE is not presented as a substitute for a source-code repository, CI/CD platform or full software-development suite.
XLINKONE BUSINESS OS
Create Your Workspace Bring your business processes together.
Start with the modules your team needs, then configure the platform around your operating requirements.