Odoo for engineering and contruction industry

http://www.apagen.com
Transforming Enterprises
Odoo for Engineering/Construction Industry
www.apagen.com sales@apagen.com

Initial System/Industry Challenges Business Process Understanding
Solutions at a Glance
- Commercials
- Procurement
- Warehouse
- Project
- Human Resource
- Accounting
Project Achievements
Why ApagenBusiness benefits of the solutions Clients testimonial
Presentation Plan

Initial System/Industry Challenges
• Client is a huge enterprise with good reputation in the market. It has achieved success
with quality manpower and has been a people driven company. Over the years as it has
grown in size, managing business has become cumbersome and a lot of critical
information gets lost due to people driven approach.
• This industry consist of numerous –project related & unique processes in tendering,
cost estimating, contractor/sub-contractor management, project finance, manpower
management, management of 3rd party and outsourced services, facility management,
health & safety management, ergonomics management which in the main are not
covered by most of the standard ERP systems.

Business Process Understanding

Solutions at a Glance
Company
Commercial
Procurement
Projects
Human
Resources
Warehouse
Accounting

Commercial Department
Full process management from proposal/tender to managing contracts as per Bill
of Quantities that ensure the smooth administration of your entire commercial
cycle.
• Proposal Management
• Tender Management
• Contract Management
• Bill of Quantities
• Product Creation
• Address Book
• Commercial Dashboard
• Reports & Analysis

Proposal/Tender Management

Contract Management

Bill of Quantities

Customer Creation

Analysis & Reporting

Sales Teams

Procurement Department
Enables companies to automate and aggregate the management of
procurement for cost savings, while ensuring the right materials get to the
right job, every time.
• Purchase Requests
• Call for Bids
• Request for Quotations
• Purchase Orders
• Product Master
• Address Book
• Automatic Procurements
• Procurement Dashboard
• Reports & Analysis

RFQ/Purchase Orders

Calls for Bids

Product Creation

Supplier Creation

Warehouse Department
Track stocks of partners, full traceability & accounting links. Supports
multiple locations management based on hierarchical locational structure.
Manage your own internal locations, external locations, customers, suppliers
or manufacturing inventories.
• Stock Management
• Receive/Deliver Products
• Internal Movement of Stocks
• Material Request
• Material Issue
• Multiple Location/Warehouse
• Inventory Valuation
• Inventory Analysis

Material Request/Issue

Stock Movement

Project Department
OpenERP's collaborative and real-time project management helps your team get
work done. Keep track of everything, from the big picture to the minute details,
from the customer contract to the billing.
• Define Hierarchy – Projects, Phases,
Work Packages, Tasks
• Schedule/Work Progress
• Material/Service/Equipment Schedules
• Bill of Quantities
• Timesheet
• Team Planning, Gantt Chart
• Project Fund Request/Retirement
• Project Dashboard

Project Hierarchy
Project
Phase I
Work
Package I
WP II
Task I
Task II
WP II
Phase II Phase II

Project Creation

Project Phase Creation

Project Work Package creation

Task Creation

Project/Phase/work package/Task Scheduling

Fund Request/Retirement

Timesheets

Human Resources Department
Manage the most important asset in your company: "People". With our
module for personnel information management, leave, time tracking,
attendance‚ expenses, payroll, periodic evaluations and recruitment.
• Employee Register
• Exit Management
• Employee Contracts
• Leave Management
• Attendance Management
• Timesheets
• Employee Appraisals
• Loans/Salary Advance
• Recruitment
• Expenses
• Payroll

Employee Register

Contractual Employees management

Recruitment

Leave Management

Attendance Management

Expense Management

Appraisals

Motivation Reward System

Social Network

Employee Loans/Salary Advance

Finance Department
Address financial accounting and
budgeting, asset management, costing,
cash and credit management as well as
reporting and analysis. Meet the current
and future financial requirements while
offering you a global view of your
financial performance across your entire
enterprise.
• Invoicing
• Payments
• General Ledger
• Accounts Receivable
• Accounts Payables
• Taxation
• Legal & Financial reports
• Asset Management
• Chart of Accounts
• Multi-Currency
• Analytic Accounting

Invoicing

Payments

Bank Statement

Cash Register

Chart of Accounts

Asset Management

General Ledger

Trial Balance

Balance Sheet

Results Achieved
• The operational efficiencies empowered analysts, auditors, and other
financial professionals throughout the organization. The financial
analysts at each station reduced the time required to prepare its
monthly statement for headquarters to two days from five days.
• This solution enabled our executives to make timely and up-to-date
decisions
• The implementation provided the entire organization with the
foundation for a unifying operating culture
• The solution had put more data at fingertips, which would save time
and open opportunities for more creative, and more effective,
reporting.

Business Benefits of the Solution
• Lean and agile processes with more speed and accuracy
• Fast estimation: process oriented approach, quick inputs, intelligent
process steps
• No redundancy, overhead minimized
• Everything as automated as possible
• Fast implementation and low TCO
• Unique all-in-one package for standard implementation
• Conforming to standards you secure your investment and reduce cost of
ownership

Why Choose Apagen’s Solution?
• Zero license costs
• Ultimate flexibility - No “black box” package
• No vendor lock-in - Using standard data formats and protocols
• Less risk - Future of system not tied to one company
• Easy Integration with third party applications
• Extensibility
• Unlimited user support
• Powerful object level user rights
• User Friendly
• Scalable

Client Testimonials
• “The highlight of our solution from Apagen is the Project
Management module that gives us a 360 degree view of all our
projects and analyze the costing & profitability of our projects. The
Commercial modules manages the sales flow; the warehouse &
purchases modules are closely linked and perfectly integrated.
Accounting manages the legal and analytic part of our real-time
dashboards. Further on, we use the HR and the fleet management
modules. Our target is to lower administrative costs by 50% and I
think that we will get there easily.”
• “Initially we were looking for one platform which can take all the
requirements, as it was getting difficult to manage all the departments
& different softwares separately. Then we talked to Apagen Solutions,
they demo the solution and we took it right away. We experienced
end to end reporting, end to end processes which was all based on
web. I highly recommend the solution which is excellent and easy to
use.”

Summary
Why APAGEN is a partner of choice…..
Solution Expertise
•Strong focus on
domain centric
solution building
drives benefit
realization after
solution
implementation
•Mature offerings
across ERP Lifecycle to
support clients for ALL
ERP needs
•Proven & certified
offerings designed to
solve specific business
and IT operation
challenges
Execution Expertise
•Bootstrap workshop
for organizational
preparedness &
effective change
management
•Robust delivery
processes with
independent quality
assurance
•Delivery framework
for AMS certified by
ERP
•Implementation Kits
for new
implementations &
rollouts
Accelerators
•Business process
template repository
•Re-usable component
warehouse of
functionality, reports
& utilities
•Provide tools for easy
data migration from
legacy to ERP
•Templates for
implementation in
various verticals
•Large repository of
test case & scripts for
various verticals and
business process
scenarios
Experience
•Running & managing
some of the most
complex ERP
installations (eg. Bajaj
holographics, Design
India, Grail Group etc.)
•Experienced in
delivering services
under several
engagement models
ranging from team
sourcing to managed
services from offshore
•Multi-location
implementations &
rollouts

Head Office:
E-198B,
Sector-63, Noida, India
Tel: +91 11 2487892 | Mob.: +91- 9971800665
Thank you
Representing Office:
Meadows House,
21 West End, Pinxton
Nottinghamshire NG166NN, United Kingdom
Tel: +44-84.46.64.67.92
E-mail: gaurav.kumar@apagen.com | Web: www.apagen.com |

Odoo for engineering and contruction industry

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