erp for project industry - nfra lite

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eresource nfra liteeresource nfra Lite

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Lite Modules

STORE

BoQ

PURCHASE

Estimation

CRM

PMC

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Industry Overview

The project companies is currently facing ample number of challenges like :-

1) Increasingly large and complex projects,

2) Shorter turnaround times

3) Prolonged handover requirements.

4) Increased competition

5) Volatility in material prices

6) Profitability margin

7) Cost control parameter

8) Customer satisfactions

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Operational lacuna • Project life cycle management

• Estimatiorn of project

• Maitantaine data of multiple stake holder

• Complex sales process

• Efficient collaboration tool with customer needs

• Adoption of effective cost control, risk analysis and project planning method

• Balancing of procurement and store department

• Effective management of inventory

• Unneccesary paperwork

• Quick decision making

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eresource nfra lite ERPCRM Module Tour

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Features of CRMSales and Negotiation Bible• Questionnaries Master • Questionnaries Display• Followup List

Sales • Sales Lead

Order Management• Sales Enquiry• Sales Quotation•Sales OrderPending Approval• Pending Lead • Pending Enquiry• Pending Order•Pending Quotation

Sales Reports •:Lead By Source • Open sales Ageing•Sales Performance•Activity Log •Key Performance Indicator•Sales Funnel • Lead by Region

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Dashboard Todays scheduled activity list

Date wise pending activity list

eresource CRM dash board provide a real time snapshot of your organization key metrics. Using dash board you can easily visualize the oportunities , approach, status of sales-lead in SPANCO model i.e SuspectDefinition Prospect Identification ,Approach -Analysis Evaluation and qualification of requirements, identification of the solution Negotiation, Closing Finalization , Order Ongoing Account follow-up and Order management and sales monitoring

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Followup ListWFollow up list enables you to maintain the follow ups of all sales call. Each sale Lead / Calls can be classified as per the priorities, such as Moderate, Low and High for easy identification.

Priority of followup

Add your new followups System will automatically create the thread of your followups

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Sales EnquiryThe most important factor in the sales enquiry is the provision to update/add BoQ items.

Provision to attach any format file related to your enquiry Enquiry can be tagged

/Notified to multiple Associates/User

General Information

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Sales Quotation

Amount Distribution

Related Associate

Apply Resources to multiple BOQ Items at one time.

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Sales Estimation

Total amount with net profit

Detail Quote Offer Format

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Report

You can see reports for Lead By Source,Lead by region,open sales performance,activity log key performance indicator

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Sales Funnel

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PMCYou can schedule and plan the project, concurrently export resources and assignment duration, link activities and immediately view the bar chart. Planned and unplanned BOQ can also be viewed. The user can also capture project status/ project progress at real time using this module.

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PMC Features

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Project Planning

Progress reflects from work progress in site Engineering plan

MRP Viewshows all planned & unplanned material

Bill Of MaterialReport to view all material

The project planning is done after the project calendar is created.Through this screen , project activities are planned. Against each activity resources requried can be tagged, likewise,man power ,tools and equipments.This screen gives a complete insight of the planned activity v/s actual progress.On the form of actual progress,it automatically compute the projected completion date of the project.

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Project CreationYou create your project by inserting complete information of client and its requirement. You can set the start and end date.You can also insert the new orders given by the user.You can schedule a call with your client.

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Project Configuration

Distribution of funds

Fund ControlBudget Validationwith different alerts

Where you can control on your project budget...

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Project CalenderProject Calender will help you to set complete project time and dates.

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Extra worksheetUnplanned material that can needed in each stage of BOQ is captured here. Extra worksheet meets as approvals.

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Extra Worksheet QuotationQuotation can be created for extra material required in the project which was not planned.

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eresource nfra ERP

Stores Module

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Features

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Store DetailsThis form will give you complete details of Store material avability

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IndentThis form allows you to add your indent. You can refer your indent against Direct indent, Order wise indent, MRV indent or Plan wise indent. You can also add new item details for your indent.

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GRN(Good Receipt Note)The user can generate good receipt note for received item list. GRN can also be generated against the item list that you have received.

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Material Return NumberYou can keep a track of the material which are returned back to the supplier or warehouse. You can generate Material Return Number for this returned material.

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Stock TransferYou can generate the Stock Transfer Receipt using this form. Select the option of transfer i.e. from where to where (Project site to warehouse or Warehouse to Project Site). You wil get the system generated item list and you have to just select the item which you want to transfer.

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PendingWhere you will get pendings for Indent,GRN,MIV and Stock Transfer

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ReportWhere you will get report for Store Status, Supply Demand,Item Ledger,Material Consumption

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eresource nfra ERP

Purchase Module

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Features

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Purchase Enquiry

Item Details Suppliers against Item Details

Terms and condition

Purchase enquiry can be made against Purchase Indent or Direct. Indent is done either against Material Planning or Material requirement.

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Purchase QuotationPurchase quotation page allow you to see all the quotation from different supplier in one page, which will make the comparison of quotations an easy process.

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This page enables the user to compare quotations from different suppliers

Quotation ComparisionComparision Button

Comparision report after clicking compare button

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Purchase Order

Sent email directly from the system

Gain control over the procurement

General Details

Delivery Details

Purachse Order can be placed to the supplier by providing him item details. Supplier provides the product list with amount details of each item with and net amount. The whole informtion can be viewed through this page.

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Purchase Order Terms and Conditions

Cancellation Details

Budget Control on purchaseBudget Control Category

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PendingWhere you will get all your pendings for purchase order, Enquiry, Quotation,Quotation Comparision

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ReportsWhere you will get reports of Open Indents, PO Register, Pending PO, Cancelled PO,Purchase MIS and Material Supply

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nfra lite key features

Estimation is computed on line wise item of of BOQ.

Precise material planning

All cost like Material, Subcontracting,services,Installation, adon charges are automatically applied.

Follow up list to manage each sales lead on priority basis.

Holistic approach to manage sales inquiry with extensive detailed information

Provides senior management with accurate visibility into the Project Sales Pipeline.

Better visibility of project like planning, resource allocation,scheduling , implenting project milestone.

Identify problem area of project .

Tight integration of purchase and inventory as per BOQ defined

Homogeneity of entire procces of tracking

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Why we are best

Our Strenth

leading and pioneer in web based ERP solution provider company in India as well as expanding our footprintoverseas.

As of 22 years of huge experience in implementing ERP in India and middle east.

Indigenous company having strong track record of 350 ERP successfully implementation across diverse industry verticals.

BBC also recognized us one of the fastest growing Enterprise software company.

70 qualified professionals and 50 plus Support & Implementation.

Independent & dedicated teams of highly skilled professionals under each vertical.

Our Core focus on helping the business to achieve operational excellence and better ROI by providing cutting edge, robust software solution.

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Customer Insight :-

• eresource ERP solution help to gain a better understanding of their customers through Customer Data Integration, ensuring content consolidation, and effortless managing customer information.

Efficient and Scalable Solution -

• eresource customer-centric approach helps organizations to achive operational excellence solutions effectively and at optimal costs.

• It is achieved by our domain expertise gained over 22 years of successful ERP implementations andby employing best global practices-based on business process

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Contact Us

Registered Office: eresource Infotech Private Limited, TMA House 1st floor, Road No. 16, Plot No. 6,Wagle Estate ,Thane (West) Tel: +91 22 41118000 to +91 22 41118050 (50 Lines) www.eresourceerp.com | http://nfra.eresourceerp.com/Dubai P O Box 52034, Dubai UAE Mobile Number: 0097155 9018499 Email: [email protected]