Проблема
Отдельные шаблоны КП для license, renewal, implementation, outsourcing
Решение HJERP
Bundle SKU для license + maintenance + man-days + milestones; delivery lines split после контракта.
Отраслевое решение · Tech services
Лицензии, renewals, проекты, один ERP для каждого offer
Industrial software, vertical ISV, perpetual licenses, annual maintenance, implementation projects и staff augmentation — разные SKU, один pipeline от opportunity до invoice и renewal.
Слишком много способов продавать, слишком много таблиц?
License, subscription, project и outsourcing могут сосуществовать — sales и finance не могут
Проблема
Renewals в Excel — пропущены, неверны, недовольные клиенты
Решение HJERP
Contract и subscription cycles в системе; expiry alerts, renewal opportunities, portal visibility.
Проблема
Project revenue по milestone, но outsourcing margin — black box
Решение HJERP
WBS, timesheets, subcontract settlement связаны со счетами; margin по project и product line.
Tech services matrix
Шесть типичных offer types, одна платформа
Модульный rollout под ваш mix software и services
License
Software license
Perpetual, seats, modules, upgrades — quoted и contracted с traceability.
Renewal
Renewals & maintenance
Annual support, SaaS, seat/module billing — alerts, renewal quotes, invoicing.
Product
Industrial / vertical software
Product catalog для manufacturing, energy, healthcare — versions и industry packs.
Project
Implementation projects
Milestone quotes, plans, acceptance, progress billing, delivery margin.
Outsource
Outsourcing & man-days
Onsite/offshore day-rate quotes; timesheet cost в project P&L.
Финансы
Contract · invoice · cash
E-sign, исходящий НДС, ДЗ, GL — license vs project revenue accounts.
Admin для delivery, Portal для клиентов, WWW для бренда
Professional B2B experience плюс sustainable renewals
Admin
Pipeline, quotes, projects, renewals
CRM, bundle quotes, contracts, WBS, subscription cycles, subcontract и GL с ARR и project margin.
- Bundle quotes
- Milestones
- Renewal alerts
- Product line P&L
Tech services operating loop
От first touch до renewal и expansion
-
01
Lead & opportunity
Сайт и partners в CRM по product line.
-
02
Bundle quote
License + implementation + year-1 support + optional man-days.
-
03
Contract & kickoff
E-sign splits license record, WBS, subscription period.
-
04
Deliver & accept
Milestones и subcontract confirm trigger billing.
-
05
Renew & expand
Expiry alerts, renewal opps, portal confirm и pay.
-
06
Analyze & grow
ARR, project margin, product mix guide next deals.
Финансы Китая + services
License, project, subscription — один ledger
Revenue types связаны со счетами, ДЗ и GL с account separation где нужно.
- Исходящий НДС для software / services / mixed contracts
- Milestone billing
- Subscription / renewal AR
- Implementation и subcontract cost
- GL и финансовые отчёты
- Stripe / WeChat / Alipay для renewals
Generic inventory ERP не моделирует, как tech services реально продают — HJERP bundle SKU и projects подходят под mix.
Типичные сценарии
Industrial ISV, vertical SaaS, integrators, outsourcing
Industrial software Industrial ISV
Industrial software: license + SI + AMC
Perpetual license, milestone implementation, annual maintenance с portal license view.
↓
Missed renewal
Bundle
Quote
↑
ARR
Industry software Vertical software co.
Vertical ISV: SaaS + custom project
Seat-based SaaS plus enterprise WBS; renewals и projects в одном customer view.
SaaS
Subs
Project
Milestones
1
Customer view
Outsource / project IT integrator
Integrator: resale + man-days
Third-party license plus own man-day packages; subcontract cost на project margin.
Days
Costing
↑
Margin
Full
Chain
Почему HJERP для tech services?
Vertical ERP для license, renewal, project, outsource
| HJERP | CRM + finance | SaaS stack | |
|---|---|---|---|
| License + renewal + project | Native bundles | Custom | Fragmented |
| Renewal alerts & portal | Built-in | Weak | Partial |
| Milestone billing | Built-in | Plugins | Separate PSA |
| Outsource costing | Project | Manual | Timesheet SaaS |
| Customer portal | Built-in | Custom | Limited |
| Product CMS site | 6 locales | None | Separate marketing |
| Data sovereignty | Self-hosted | Mixed | Vendor cloud |
Self-hosted, полный исходный код, без per-seat fees для software и services фирм 10–200 человек.
Services foundation
Много offers, одна data model
174+ моделей: CRM, projects, subscriptions, finance
Offer types
License · renewal · project
Steps
Lead to expansion
Front-end
Admin · Portal · WWW
Models
Modular
Что говорят tech services команды
Примеры цитат — замените авторизованными отзывами
「Renewal alerts и portal license view резко сократили missed AMC — sales перестали жить в spreadsheets.」
「SaaS plus custom projects в одном bundle quote; milestone invoicing наконец совпадает с delivery.」
Unify your service catalog
License, renewal, project, outsource без четырёх систем
30-минутная демо для industrial software, vertical ISV и services firms на HJERP.