Leasing and finance companies: the TOP 8 CHALLENGES and their solutions

We will help you overcome these challenges and improve your productivity, competitiveness, and economic success.

Which of the challenges resonate in your company?

Highly recommended by our customers all over the world

IMH
ČSOB
CAT
PB
UniCredit Leasing
Business Lease
Propell
CB FINANCE

1) How do I simplify and speed up the work of my colleagues?

Communication and teamwork are crucial for the success of any business. If your team has to do repeated tasks manually, they cannot focus on more important tasks or on your customers.

Issue

  • Approval delays
  • Analyst overload
  • Repetitive reviews

Communication and teamwork are crucial for the success of any business. If your team has to do repeated tasks manually, they cannot focus on more important tasks or on your customers.

Issue

  • Approval delays
  • Analyst overload
  • Repetitive reviews

Solution

  • Bulk tasks will ensure important actions in your portfolio (e.g. installment accounting) are completed on time.
  • Automatic tasks will save you time or alert you to important information in the system.
  • Guides will help you reduce the error rate.
  • You can leave the most time-consuming activities (such as agreement termination) to automated systems.

Result

  • You can start focusing on tasks you previously didn't have the time or capacity for. You can dedicate more of your time to customers.
  • Faster processing of routine agendas, which you previously had to do manually.
  • Decreased error rate in executing individual operations.
image
  • Bulk tasks will ensure important actions in your portfolio (e.g. installment accounting) are completed on time.
  • Automatic tasks will save you time or alert you to important information in the system.
  • Guides will help you reduce the error rate.
  • You can leave the most time-consuming activities (such as agreement termination) to automated systems.

Result

  • You can start focusing on tasks you previously didn't have the time or capacity for. You can dedicate more of your time to customers.
  • Faster processing of routine agendas, which you previously had to do manually.
  • Decreased error rate in executing individual operations.

2) How can I quickly send documents electronically?

Manual sending of documents to customers slows down the entire business process, increases error rate and leads to payment delays and customer dissatisfaction.

Issue

  • You're unable to issue the necessary documents electronically.
  • The customer demands that they receive invoices electronically as soon as possible after the invoice is issued or the calculation is complete.
  • You cannot sign documents in electronic form, which prolongs the entire business process.

Manual sending of documents to customers slows down the entire business process, increases error rate and leads to payment delays and customer dissatisfaction.

Issue

  • You're unable to issue the necessary documents electronically.
  • The customer demands that they receive invoices electronically as soon as possible after the invoice is issued or the calculation is complete.
  • You cannot sign documents in electronic form, which prolongs the entire business process.

Solution

  • You can send all documents from the OneCore leasing system in electronic form.
  • Bulk electronic invoicing in OneCore enables sending invoices to customers via e-mail.
  • Issuing and sending quick notes in accordance with set parameters is instant.
  • You can sign agreements electronically during the entire process directly in the system.

Result

  • Your team can now work faster and without errors.
  • The entire process from sending offers to signing lease agreements speeds up.
  • The delay before sending invoices/calculations drops to almost zero.
image
  • You can send all documents from the OneCore leasing system in electronic form.
  • Bulk electronic invoicing in OneCore enables sending invoices to customers via e-mail.
  • Issuing and sending quick notes in accordance with set parameters is instant.
  • You can sign agreements electronically during the entire process directly in the system.

Result

  • Your team can now work faster and without errors.
  • The entire process from sending offers to signing lease agreements speeds up.
  • The delay before sending invoices/calculations drops to almost zero.

"The position of Slovenská sporiteľňa's leasing on the Slovak market is unique."

"Slovenská sporiteľňa is the only bank in Slovakia to offer leasing as a banking product without the involvement of an independent leasing company. The previous information system was outdated, without technical support, room for further development or the option to integrate it into banking systems. Now we have a new information system that is much easier and more intuitive to use. The system gave us a better overview of trades and processes, while meeting the requirements for reporting, which is very demanding in the banking sector."

background

3)How many systems does your team use to process one lease?

You need accurate and up-to-date information to manage your business. Particularly in situations where everything is constantly in flux.

Issue

  • Data is entered into multiple systems simultaneously
  • Maintaining accurate data is complex and time-consuming
  • Preparing contracts takes a long time due to the need to verify data across systems
  • There is no clear workflow or overview of contract statuses

You need accurate and up-to-date information to manage your business. Particularly in situations where everything is constantly in flux.

Issue

  • Data is entered into multiple systems simultaneously
  • Maintaining accurate data is complex and time-consuming
  • Preparing contracts takes a long time due to the need to verify data across systems
  • There is no clear workflow or overview of contract statuses

Solution

  • All contract management features are available in a single OneCore application (both on-premises and in the cloud)
  • Each contract has a clear status, so you know what stage it’s in
  • You can set up your own workflows and contract lifecycles
  • The system enables fast data processing, calculations, and contract edits
  • It integrates easily with Office 365 and Dynamics 365, and you can export data to Excel

Result

  • You enter everything into a single OneCore system
  • You update data in one place, so it’s always consistent
  • You work with up-to-date information and avoid making wrong decisions
 
image
  • All contract management features are available in a single OneCore application (both on-premises and in the cloud)
  • Each contract has a clear status, so you know what stage it’s in
  • You can set up your own workflows and contract lifecycles
  • The system enables fast data processing, calculations, and contract edits
  • It integrates easily with Office 365 and Dynamics 365, and you can export data to Excel

Result

  • You enter everything into a single OneCore system
  • You update data in one place, so it’s always consistent
  • You work with up-to-date information and avoid making wrong decisions
 

4) How do I quickly find out the real status of lease agreements?

Can you quickly assist customers and keep everything under control?
Do you have a clear overview of the status of quotes, contracts, and payments?

You can only get these answers if you have up-to-date data on your portfolio—and without a high-quality system, obtaining that data is difficult.

Issue

  • Getting up-to-date information on contracts is complicated and time-consuming
  • You lack certainty about the status, profitability, and compliance of your contracts
  • You address issues too late, after they’ve already had an impact
  • The necessary data is difficult to find in your systems

Can you quickly assist customers and keep everything under control?
Do you have a clear overview of the status of quotes, contracts, and payments?

You can only get these answers if you have up-to-date data on your portfolio—and without a high-quality system, obtaining that data is difficult.

Issue

  • Getting up-to-date information on contracts is complicated and time-consuming
  • You lack certainty about the status, profitability, and compliance of your contracts
  • You address issues too late, after they’ve already had an impact
  • The necessary data is difficult to find in your systems

Solution

  • Every contract’s current status is always up to date in the system
  • From the start, you can view an overview of quotes, estimates, and contracts
  • You can track contract performance, including links to accounting
  • The system monitors expiring contracts and alerts you to issues in a timely manner
  • Each user has a workspace tailored to their role

Result

  • You can quickly check the current status of your contracts directly in OneCore
  • You always have a clear overview of contract fulfillment and performance
  • You’re alerted to potential issues in a timely manner and can address them before they impact your work
image
  • Every contract’s current status is always up to date in the system
  • From the start, you can view an overview of quotes, estimates, and contracts
  • You can track contract performance, including links to accounting
  • The system monitors expiring contracts and alerts you to issues in a timely manner
  • Each user has a workspace tailored to their role

Result

  • You can quickly check the current status of your contracts directly in OneCore
  • You always have a clear overview of contract fulfillment and performance
  • You’re alerted to potential issues in a timely manner and can address them before they impact your work

5) How to combine multiple calculations for one financing item?

The basis of success of any company is a satisfied customer. When a customer demands different variants of calculations so they can choose the right one for them, you need to have a way to oblige them and to do so as quickly as possible.

Issue

  • The process of preparing multiple variants of calculations is very time-consuming.
  • Preparing multiple calculations/simulations takes up a lot of the trader's time and requires them to meticulously change many input parameters for the calculation.
  • Customers have to wait several days for their financing options.

The basis of success of any company is a satisfied customer. When a customer demands different variants of calculations so they can choose the right one for them, you need to have a way to oblige them and to do so as quickly as possible.

Issue

  • The process of preparing multiple variants of calculations is very time-consuming.
  • Preparing multiple calculations/simulations takes up a lot of the trader's time and requires them to meticulously change many input parameters for the calculation.
  • Customers have to wait several days for their financing options.

Solution

  • You can calculate combinations of quotes in OneCore in just a few moments (based on vehicle price, mileage, financing term, etc.)
  • Multi-quote calculations speed up the creation of offers
  • By using data from past orders, you can reduce the error rate

Result

  • The process from request to quote submission is faster
  • Customers receive all options online
  • Quotes look professional and enhance the company's image
image
  • You can calculate combinations of quotes in OneCore in just a few moments (based on vehicle price, mileage, financing term, etc.)
  • Multi-quote calculations speed up the creation of offers
  • By using data from past orders, you can reduce the error rate

Result

  • The process from request to quote submission is faster
  • Customers receive all options online
  • Quotes look professional and enhance the company's image

"The system's new functional tools save our financial and human resources"

"We used the Navision system for ten years and were completely satisfied with it. Over time, however, our version of the ERP system ceased to meet operating criteria and we were faced with the difficult task of meeting strict audit conditions. Prior to this, we had successfully completed several IT projects with Seyfor and so it was more than natural for us to contact its experts. What at first glance appeared to be a system upgrade necessitated by circumstances, ended up delivering unexpected improvements in functionality. The system's new functional tools save our financial and human resources and come with the significant bonus of new level in user comfort."

background

6) How do I recognise what I should focus on in my business?

Running a business is complex and involves handling large amounts of information. Without IT support, it is time-consuming and can lead to poor decisions.

Issue

  • Information processing is slow, and you address issues too late
  • You can't drill down from the overviews to the details and root causes of problems
  • Different versions of reports lead to confusion in the data

Running a business is complex and involves handling large amounts of information. Without IT support, it is time-consuming and can lead to poor decisions.

Issue

  • Information processing is slow, and you address issues too late
  • You can't drill down from the overviews to the details and root causes of problems
  • Different versions of reports lead to confusion in the data

Solution

  • Customized dashboards clearly display data tailored to the user's needs
  • The data in the system is linked to reports for business management
  • Microsoft Power BI ensures data consistency and the sharing of the correct versions

Result

  • On the ERP home screen, you can immediately see the key metrics relevant to your work
  • You can identify issues right away
  • You can access details with a single click from a report
  • Everyone works with the same up-to-date data and works toward a common goal
image
  • Customized dashboards clearly display data tailored to the user's needs
  • The data in the system is linked to reports for business management
  • Microsoft Power BI ensures data consistency and the sharing of the correct versions

Result

  • On the ERP home screen, you can immediately see the key metrics relevant to your work
  • You can identify issues right away
  • You can access details with a single click from a report
  • Everyone works with the same up-to-date data and works toward a common goal

7) How do I eliminate the need to manually copy entry invoices?

You enter invoices and credit memos manually, which leads to errors, and you also lack an overview of the status of these documents. Without a reliable system, managing this information is therefore difficult.

Issue

  • It takes you too long to process the documents you receive.
  • You can't share the necessary information with people who need it for their work.
  • There are frequent errors in manual copying of received documents.
  • There is no clear approval workflow for received documents.

You enter invoices and credit memos manually, which leads to errors, and you also lack an overview of the status of these documents. Without a reliable system, managing this information is therefore difficult.

Issue

  • It takes you too long to process the documents you receive.
  • You can't share the necessary information with people who need it for their work.
  • There are frequent errors in manual copying of received documents.
  • There is no clear approval workflow for received documents.

Solution

  • You can handle the import, approval, and archiving of invoices directly in OneCore
  • Data from scanned documents is automatically imported into the system
  • Approval takes place automatically
  • The entire process runs in the background without requiring any manual intervention

Result

  • Save time with automated document processing
  • Easily import large volumes of invoices and credit memos from various suppliers
  • Reduce manual work by up to 90%
  • Manage everything directly within your accounting system
image
  • You can handle the import, approval, and archiving of invoices directly in OneCore
  • Data from scanned documents is automatically imported into the system
  • Approval takes place automatically
  • The entire process runs in the background without requiring any manual intervention

Result

  • Save time with automated document processing
  • Easily import large volumes of invoices and credit memos from various suppliers
  • Reduce manual work by up to 90%
  • Manage everything directly within your accounting system

8) How do I make the system friendlier and more transparent for users?

Users complain about lengthy work and difficulty orienting themselves in the system. This impacts the overall efficiency of their work.

Issue

  • It's difficult to orient oneself in the system.
  • Work in the system makes users' everyday activities take longer.
  • Users can't see the necessary information in one place.

Users complain about lengthy work and difficulty orienting themselves in the system. This impacts the overall efficiency of their work.

Issue

  • It's difficult to orient oneself in the system.
  • Work in the system makes users' everyday activities take longer.
  • Users can't see the necessary information in one place.

Solution

  • Dynamics 365 Business Central and the OneCore solution give users a simple user interface.
  • The user interface is tailored to the users' daily activities in the field of leasing.
  • OneCore's interface can be customised as each user requires.

Result

  • Users can easily access relevant information and functions.
  • The layout of the user interface is customisable.
  • Users can work with the system efficiently.
image
  • Dynamics 365 Business Central and the OneCore solution give users a simple user interface.
  • The user interface is tailored to the users' daily activities in the field of leasing.
  • OneCore's interface can be customised as each user requires.

Result

  • Users can easily access relevant information and functions.
  • The layout of the user interface is customisable.
  • Users can work with the system efficiently.

Download the brochure and read how to solve the biggest challenges

Does your company face any of these challenges? Learn how to overcome them and increase your productivity and economic success.

 

  • How do I simplify the work of my colleagues?
  • How can I send documents electronically?
  • How do I speed up the processing of a lease agreement?
  • How do I quickly find out the real status of lease agreements?
  • How do I combine multiple calculations for a single subject of financing?
  • How do I recognise what I should focus on in my business?
  • How do I eliminate the need to manually copy entry invoices and other documents?
  • How do I make the system friendlier and more transparent for users?

Does your company face any of these challenges? Learn how to overcome them and increase your productivity and economic success.

 

  • How do I simplify the work of my colleagues?
  • How can I send documents electronically?
  • How do I speed up the processing of a lease agreement?
  • How do I quickly find out the real status of lease agreements?
  • How do I combine multiple calculations for a single subject of financing?
  • How do I recognise what I should focus on in my business?
  • How do I eliminate the need to manually copy entry invoices and other documents?
  • How do I make the system friendlier and more transparent for users?

Want to learn more about solving one of the challenges?
We will recommend to you how to apply the solution in your company.

image

Adam Hermann

Account Manager

sales.onecore@seyfor.com
+420 577 113 111

 

Seyfor, a.s.
Division OneCore
Pod Vrškem 5360
760 01 Zlín
Czech Republic

 

IN 01572377
VATIN CZ01572377

Do not hesitate to book a non-binding consultation

Your personal data will be processed for the purpose of business communication on the basis of legitimate interest pursuant to Article 6(1)(f) of the General Data Protection Regulation (GDPR).
For more information on data protection and your rights, please click here.

System One-core.com is brought to you by Seyfor