Guangzhou Securities physical asset management gold finger directed Jie Ling asset management system

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Implementation background:

Guangzhou Securities Co., Ltd., formerly known as Guangzhou Securities Company, was established in 1988 with the approval of the People’s Bank of China. It is one of the earliest securities companies established in the country. In 1997, the capital increased and restructured into Guangzhou Securities Co., Ltd. In 2001, it was approved as a national comprehensive securities firm by the China Securities Regulatory Commission. In October 2009, it was approved by the China Securities Regulatory Commission for capital increase and share expansion. The registered capital increased to 1.43442 million yuan. Group holdings.

The business scope of Guangzhou Securities Co., Ltd. includes all comprehensive businesses such as securities brokerage, securities issuance lead underwriting business, foreign stock business, asset management business, securities investment consulting, and fund management. Possessing sponsorship qualifications; bond lead underwriting qualifications; foreign stock operating qualifications; online trading qualifications; investment consulting qualifications; asset management qualifications; interbank lending and bond market access qualifications; open-end securities investment fund agency qualifications; new Three board qualifications. Regulatory securities firms.

main problem:

With the continuous expansion of the company’s scale, Guangzhou Securities has gradually increased the number of assets invested, resulting in a wide range of categories, scattered regions, different values, and frequent changes. Therefore, the daily management and inventory of physical assets require a lot of manpower, material resources and time. Periodic phenomena, as well as situations that lead to poor inventory results and unclear basic data for purchasing budget decisions. At present, the control of the procurement, allocation, inventory, use, maintenance, and scrapping of physical assets is not very precise, and the timeliness of work is poor. In order to comply with the unit’s efficient operation and precise management ideas, the unit urgently needs to use advanced information technology To strengthen systematic asset management.

Project implementation status:

1. All-round tracking and management of physical assets.

Jeling Asset Management System accurately supervises the all-round process of unit fixed assets from subscription, requisition, borrowing, return, transfer, allocation, maintenance, inventory to scrapping and disposal. The system adopts the B/S (browser end/f server end) structure mode, and the system functions are easy to learn and use, which is convenient for asset managers to conduct asset inquiries, statistics, and operation management anytime, anywhere with a network.

2. Barcode technology replaces the traditional model to improve the efficiency and accuracy of inventory.

Guangzhou Securities has more than 10 business outlets and tens of thousands of assets are scattered everywhere. To inventory all assets once, it takes about 30 days for the asset management department to perform all asset inspections. The inventory is time-consuming and laborious, and manual inventory is required. There are a lot of errors and traceability issues. Jeling asset management system combined with handheld inventory machine (PDA) for offline inventory can realize on-site photography, verification, query and other tasks. Asset inventory can be easily completed in just a few days. The system automatically generates inventory reports and can be linked to financial accounts. The verification greatly improves the efficiency and accuracy of inventory and achieves the “account” and “real” match.

3. Optimize resources and improve the management level of the company’s physical materials.

Jeling Asset Management System not only provides the management function of the whole life cycle of physical assets, but also assists the analysis and decision-making functions of asset investment, achieving the optimization of physical asset resources and the decision-making level of physical asset management more scientific and advanced.

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