real estate erp.pdf

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Real easy & affordable Real Estate Solution

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Page 1: Real Estate ERP.pdf

Real easy & affordable –Real Estate Solution

Page 2: Real Estate ERP.pdf

© 2012 The Databiz Software Limited

Question:

Does an integrated online ERP solution change the way conventional Real Estate business runs?

Page 3: Real Estate ERP.pdf

1. Data storage and retrieval 2. Cost control by budgeting & monitoring 3. Ensure customer satisfaction4. Financial clarity & visibility5. Systematized and automated collection 6. Reduce overhead cost 7. Improve internal communication8. Compliant to regulations

© 2012 The Databiz Software Limited

Page 4: Real Estate ERP.pdf

Question:

Who may benefit from an automated ERP solution?

© 2012 The Databiz Software Limited

Page 5: Real Estate ERP.pdf

1. Data access on demand 2. Manage Multiple projects 3. Ensure quality data 4. Regular supervision 5. Ensure customer satisfaction6. Comply to regulatory

requirements

© 2012 The Databiz Software Limited

Page 6: Real Estate ERP.pdf

Fig:

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Mod

ule

Fig: Flow D

iagram of S

ales M

odule

BiznessRoots®For Real-Estate

A complete web-based ERP Solution

© 2012 The Databiz Software Limited

Page 7: Real Estate ERP.pdf

TECHNICAL SPECIFICATIONS

© 2012 The Databiz Software Limited

Operating System Any

Server OS Windows Server 2003/2008

Database Microsoft SQL Server

Front End ASP.NET and C#.NET

Reporting Tools Crystal Report

Web Server IIS 6/7

Page 8: Real Estate ERP.pdf

GENERAL SETUP AND INTERCONNECTIVITY

Security Setup

o Menu and Button Based Security

o Three layers of customizable Security

o OS and Database Security

o User sign-in/sign out log

Company Setup

o Name, Address & Logo

o Company Configuration and Interrelationship

o Company structure and organization data

o Multiple Company Location Setup

o Name, Address & Logo Setup for each subsidiary

o Geographic location data

Product Setup

o Unit types and product groups (if any)

o Product Brand and Category

o Features, Amenities and Pricing

Account Setup

o Project Accounts

o Subsidiary Accounts

o Chart of Accounts (Misc)

o Asset Category

o Project Accounts

Miscellaneous Settings

o Customer and customer grading

o Supplier and supplier grading

o Financial institutions

o Applicable taxes and interests

© 2012 The Databiz Software Limited

Page 9: Real Estate ERP.pdf

Property data, with all details

LAND AND LANDOWNERS

© 2012 The Databiz Software Limited

Features & Functionalities

o Detailed Land Data

Collectorate Office, Mouza, Tauzi, Recorded Name, Date

o Building data: Face, Story, Mouja, Authority, Sideline

o Document attachment: Parcha , Mutation, Deed copy

o Detailed Landowner Data: Name, address, contact, history

o Broker information (If any)

o Landowner relationship management

o Landowner communication and history

Reports

o Individual land acquisition information

o Report by types of land, regulatory authority, owner

o Report by Land partnership wise land Information

o Type of land wise middle man’s\broker information

Land and Landowners

Page 10: Real Estate ERP.pdf

Untangle the bureaucratic jungle

© 2012 The Databiz Software Limited

LEGAL & CONTRACT MANAGEMENT

Features & Functionalities

o Land verification and ID generation

o Legal dept. functionalities

Document verification

Feedback through Legal Dept.

o Agreement details

o Request for verification of land details

Reports

o Legal Paper Information like Porcha, Mutation etc.

Page 11: Real Estate ERP.pdf

Driven by process

© 2012 The Databiz Software Limited

SUPPLIER, PURCHASE & INVENTORY

MANAGEMENT

Features & Functionalities

o Enter, add, view, edit, update, print Supplier data

o Material Requisition Slip (MRS) Approval/Verification/Cancel/Edit

o Work Order Edit/Primary Approval/Final Approval

o Material Transfer Order Edit/Approval/Cancel

o Inventory Management i.e. stock adjustment, edit or transfer

o Relate construction material & supply to Projects

o Material Quantity, Price and Discount option

o Edit purchase (Password Protected)

o Confirmation/ Approval of Purchase Order (If Needed)

o Payment group and process input

o Construction material entry associated with specific projects

o Requisition Edit/Modify Provision (Password Protected)

o Requisition Confirmation/Approval Option

Reports

o MRS details Report/Summary Report/Individual Report

o MTO Individual Report

o Stock Reports

o Individual Local Purchase Information

o Product, Quantity and Price for any price range

o Construction material purchase report

o Supplier wise Purchase Status by date range

o Group, supplier and project wise payment report

Page 12: Real Estate ERP.pdf

Multiple Projects without multiple headaches

© 2012 The Databiz Software Limited

Page 13: Real Estate ERP.pdf

© 2012 The Databiz Software Limited

PROJECT

MANAGEMENTFeatures & Functionalities

o Project Specifications, estimate and budgeting

Site data and specifications

Define event group – Event – Sub-event

o Entry option for Project Name with Description

o Project History and Progress

Project Start date, Handover Date

o Entry Provision for Project Specification

o Group/Name Wise Event Setup

o Project surveillance

o Project Approval/Cancel

o Enter Detailed supporting documents

o Design Edit/Approval/Cancel

o RAJUK Document Preparation/Approval/Cancel

o Project CPM (Critical Path Method)

Project CPM Event / Sub Event

Project CPM Using Template

Project CPM Graph

Budgeting Edit/Finalize

Project CPM Event / Sub Event

Project CPM Using Template

o Bill of Quantity (BOQ)

o Project surveillance & streaming through Web Server

Page 14: Real Estate ERP.pdf

Get the best out of your sales team

© 2012 The Databiz Software Limited

SALES & MARKETING

Features & Functionalities

o Customer Data and customer type

o Occasion setting

o Communication mode

o Letter template

o Meeting Agenda and Decisions

o Meeting agenda, attendance, topic, approval, Cancel

o Customer Communication,

o Communication Approval/Cancel/Monitoring

o Sales

o Payment Schedule (Land)

o Collection

o Price Setup

o Ownership Transfer

o Party Ledger Adjustment

o Flat/Project Hand Over

o Promotional Item Assign/Activity Follow-up

o Agreement Detail

o Advertisement Entry/ Report

Reports

o Sales/ Sales Return Report

o Project Handover Specification Report

o Promotional Item Report

o Customer Communication Report

Page 15: Real Estate ERP.pdf

Better control through better visibility

© 2012 The Databiz Software Limited

RECEIVABLES & COLLECTIONS

Features & Functionalities

o Assign Collection ID

o Reminder message setting

o Select mode of communication

o Payment options setup

o Cash / Cheque / PO / DD / Credit card / Debit card collection

o Add, edit, delete, update Collection records (with permission)

o Previous or Back Dated Collection Provision

o Bill to Bill Collection option

o Cheque Bounce/Dishonor option

o Collection statement at any point of time

o Cash position

Page 16: Real Estate ERP.pdf

Better control through better visibility

© 2012 The Databiz Software Limited

RECEIVABLES & COLLECTIONS

Reports

o Collection Report by payment mode

o Collection Statement Cash/Cheque/TT (any set of date time)

o Cheque In and Out tracking

o Provision of making the cheque dishonor

o Provision of again placing of cheque for dishonored cheque

o Receivables by customer

Page 17: Real Estate ERP.pdf

Build a lasting relationship

© 2012 The Databiz Software Limited

COMMUNICATION & CONTACT MANAGEMENT

Features & Functionalities

o Meeting agenda for internal Communication

o Customer contact details

o Template for emails, SMS & Surface Mails

o Create events (for auto email/SMS)

o Mass email & SMS options

o Email attachment options

o Selection criteria: Employees, Resellers, Clients

o Specific and routine event alerts

o Anniversary reminder

o Event triggered SMS

o Event triggered email

Reports

o SMS Sent Report

o Email Sent Report

o Other necessary reports required by the clients

Page 18: Real Estate ERP.pdf

Routine tasks made easy

© 2012 The Databiz Software Limited

PERSONNEL & PAYROLL MANAGEMENT

Setup Options

o Salary Scale/Structure/Grade Setup

o Define types of Allowances: TA/DA/Misc

o Define Tax Brackets and deductions

o Define Bonus types and Amounts

o Define Increment Interval, Effective Date, Rate/Amount

Features & Functionalities

o Generate monthly salary statements

o Review, edit, amend, approve salary statements

o Generate monthly pay-slip by employee category

o Issue and Adjust payments

o Explanation of Deductions & Adjustments

o Tax calculations

o Generate Monthly Salary Chart by Depts. and date-range

o Promotion, Bonus & Increment

o Loan/ Advance Management

Reports

o Salary reports by Employee/Departments

o Salary reports by Deductions/Adjustments

o Tax deduction Report

Page 19: Real Estate ERP.pdf

© 2012 The Databiz Software Limited

FINANCIAL ACCOUNTING

Greater control through better visibility

Features & Functionalities

o Journalized Transaction

Voucher entry (Debit/Credit/Journal)

Entry Provision

Multiple Voucher

Receipt, Payment, Transfer

Voucher Edit Provision (Protected by password)

Batch or individual posting facilities of vouchers

Posting tracker (tracking of date, time or user)

Auto posting from sales and Inventory accounts

o Ledger entry, edit, view and update

o Trial Balance

Trail balance report for any particular date

Accounts Trial Balance Report & analysis

Trail balance report for any particular date

o Assign Depreciation Methods

Straight Line

Double Declining Method

Page 20: Real Estate ERP.pdf

© 2012 The Databiz Software Limited

FINANCIAL

ACCOUNTING

Greater control through better visibility

Reports

o General Accounting and Ledger Reports

Chart of Accounts

Ledger Transactions

Detailed accounts transaction ledger

Consolidated accounts transaction ledger

Group wise accounts transaction ledger

Ledger report

Trial balance

Profit & loss accounts

o Balance sheet

o Project Base Accounting Report

Project cost & revenue ledger by date

Ledger report

Trial Balance

Profit & Loss Statement

Setup Options

o Assign and setup account control head and sub-heading

o Assign subsidiary and sub-subsidiary code on control codes.

o Project set up option

Page 21: Real Estate ERP.pdf

© 2012 The Databiz Software Limited

ALERTS & NOTIFICATIONS

Always aware!

Setup Options

o Types of alerts and Notification

o Customer DOB and other anniversary setup

o Payment and other pending operations setup

Features & Functionalities

o Customer Anniversary

o Payment Due Alert

o Pending Approval Alert

o Payment Default Alert

o Credit Realization Alert

Page 22: Real Estate ERP.pdf

Question:

Why choose Databiz Software?

© 2012 The Databiz Software Limited

THE DATABIZ ADVANTAGE

Page 23: Real Estate ERP.pdf

1. Excellent track-record (10+ years)2. Excellent ROI (Return on Investment)3. Reasonable customization (free of cost)*4. Continued product upgrade 5. Highly qualified Implementation Team 6. Staff training and training material 7. Free service period 8. Dedicated service team 9. On-site, walk-in, online support 10. Free upgrade (when available)11. Availability of service agreement

© 2012 The Databiz Software Limited

Page 24: Real Estate ERP.pdf

1. Maati Properties 2. Momen Real Estate3. The Bengal One Creation Limited

NOTE: All clients enlisted with Bangladesh Real Estate Housing & Housing Association of Bangladesh (REHAB)

LIST OF LOCAL CLIENTS

Page 25: Real Estate ERP.pdf

Contact Information:

The Databiz Software Limited House # 163 (Level 4), Road # 3Mohakhali, New DOHSDhaka 1206, Bangladesh

Email : [email protected] : www.thedatabizsoftware.comPhone : +(880) 2 8714 185Mobile : +(880) 175 5593 555

© 2012 The Databiz Software Limited