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Finance Blueprint Document Template Erp document sample
Finance Blueprint Document Template Erp document sample
Version 7.0 Launched on 31st August 2006. ERP Product Blue Print Use this presentation as benchmark to compare features of other ERPs. You will discover that others are offering just peanuts for huge costs. MobileERP, ERPWEB, SoftRobot, SoftServer are copyrighted products of MobileERP UK, India, Malaysia. Basics : What is ERP? Fact: ERP is Enterprise Resource Planning Software to Manage Information between man, material, money in an integrated way. HRD Supplier Govt. Taxes Legends Man Material Employee Purchasing Money Information Planning Stores Try to see Accounts Integration Production reach of ERP Shipment Banks Solution Investor Marketing Assets Customer Goal: To remove FoxPro/VB based non-integrated island of soft. Challenges: Are we ready for integrated one single software ? Basics: What is ERP Management Science? Facts: Today's ERPs are developed on management science instead of mere department automation. Best Practices are built-in ERP Departments ERP Management Science •Marketing/Shipment • eCRM – Customer Relation Management •Production/Planning • eMRP – Manufacturing Resource Planning •Purchase/Stores • eSCM – Supplier Chain Management •Accounts/Finance • eFRM – Finance Resource Management •HRD / Payroll • eHRM – Human Resource Management •EDP / I.T./BPO • eITM – Information Technology Management •Top Management • eQMS – Quality Management System Goal: Convert Departments into Professional Service Firms. Challenges: ERPWEB treats your departments as PSF or Professional Service Firm. PSFs only asset – literally – is brains. Its only product is projects. Its only aim is truly memorable client service. Are we ready for such change? How we manage accounts for each departments?. How one department will Bill other department?. How can we use this departments as BPO Firms to manage all group companies? Basics: What is Web / Mobile based ERP? Fact: More people know how to operate Web & Mobiles compared to Windows ERPWEB is 100% web based ERP Software AND also Mobile based ERP Software Goals: DOS IS DEAD, WINDOWS IS DYING, THINK WEB! THINK MOBILE! • NO Client Installation = Easy Remote Maintenance - GOOD • Platform & Device Independent = Scalability - GOOD • Time and location free = Access from anywhere - GOOD • E-Business ready =Customers, Employees, Supplier - GOOD • Easy to use = Everybody knows browsers & internet - GOOD Challenges: Are you ready to shift from DOS/Foxpro style GUI Mindset OR Windows/VB style GUI Interface Mindset to Internet Web style GUI mindset?. Are u ready to accept new web & mobile technology? Basics: What is ERP for E-Business? Facts: ERP E-Business is all about doing business using ERP with customers, suppliers, employees, sub-contractor online via internet. E/M-Business Clients, Prospects, Investors Gen1: Website Gen2: e-Com Global Marketing B2C e-Business Increased Brand Value Gen3: Portal Suppliers, B2B e-Business INTERNET Employees, B2E e-Business Gen4: ERPWEB Partners, EXTRANET INTRANET Gen5: MobileERP Management Customers BUSINESS PROCESS Cutting Costs Increased Productivity Goal: Make my Organization e-Business Ready & attack future Challenges: E-business is rebuilding the organization from the ground up. Most companies today are not built to exploit the Internet. Their business processes, their approvals, their hierarchies, the number of people they employ all of that is wrong for running an e-business. Future competition will be fought on mobile phone. Are we ready for change ? Welcome: Introducing ERP Suite ERP SUITE ERPWEB I own the ERP SoftRobot I will build my own ERP MobileERP I Subscribe ERP Visit http://www.mobileerp.net Visit http://www.softrobot.net ERP Suite : What is ERPWEB? Yesterday Today Tomorrow Contents Contents Contents Financials Financials FRM / QMS Human Resource Human Resource HRM / HCM / PRM Logistics Logistics + CRM SCM/SRM/PLM/CRM -------------------------------- --------------------------- ------------------------- Legacy Technology: Mix Technology: Web Technology: Console: C/C++/Foxpro C/S: VB/D2K/ABAP4 HTML / XML DOS/Unix/Windows Windows + Web Mix Platform Independent -------------------------------- ---------------------------- -------------------------- e.g. Tally, SAP R/2, Orion e.g. SAP R/3 + Siebel CRM e.g. ERPWEB, MySAP ERPWEB Key advantage: Key advantage: Key advantage: Popular with data entry Popular with people who Popular with people who Operators due to fast entry are windows savvy really understands ERP For Decision Makers: Make sure you are buying tomorrows ERPs today. ERP Suite : What is MobileERP? Old ERP on Conventional Model New ERPs built on web 2.0 model • Transaction based approach. • Business Process Re-engineering • It is all about opening and closing (BPR) based approach. multiple windows to find simple • Role based approach brings all information in old ERPs. information a user needs on one • Technology wasn’t designed to screen called cockpit/dashboard. easily support business change. • Differentiate to innovate via Customization costs becomes flexible technology. Reduce very high. Some vendors refuses customization costs & time via to even customize to avoid failure. services based process oriented • ERPs operational within premises ERPs and advance IT Tools. of company only. • ERPs now can operate anywhere • Huge implementation costs and on any device outside premises. time makes projects unviable. • Do-It-Yourself implementation on Huge team of consultants, support web 2.0 model makes project & dependency required from ERP viable by empowering employees Vendor as Employees resist to with tools without training to do learn ERP on their own and implementation, operations etc. on implement. their own via self services. • One size fits all ERP just can’t • Industry specific ERP Solution work. makes life easier. • E.g. All other ERPs • E.g. MobileERP, NetSuite MobileERP For Decision Makers: Make sure you are not buying old ERP. ERP Suite : What is SoftRobot? Fact: Today's development tools like Visual Studio, Java etc. are not built to handle large scale application development projects like ERPs. So ERP vendors have been developing their own tools e.g. SAP developed ABAP. We developed SoftRobot MobileERP & Gen 1 Prog. Editors C, C++, Basic ERPWEB uses SoftRobot Codeless Development Tools along with other tools VC, VB, ABAP to help you quickly modify, Gen 2 RAD Tools develop ERP programs. With SoftRobot I will build my own ERP Gen 3 CASE Tools Rational Rose Gen 4 Codeless Tools SoftRobot Goal: If your company goal is to build ERP on your own. Then you need SoftRobot Development Tool with built-in ERP Software Template. You can further customize it as per your business requirements and built your own latest custom ERP. ERP Suite : How to understand ERP Suite? 3 Steps to understand ERP Suite ERP Suite : Step 1 - Decide Process? For Decision Makers: Implement processes from process library suitable to your business ERP Suite : Step 2 - Decide Workflow Automate Re-engineering Procure2Pay Scenario: Simplify Eliminate Before: Old ERP type People driven paper based transaction Process SelfService S Outsource U S P U P P Employee Manager Create L Receive Manager P Create Approve Purchase I Goods Approve / L PR/Indent PR/Indent Order E With Release Cheque I Document R E Invoice Payments R After: New ERP type Technology driven BPR based automated Process S Entry S U Automated U P Via Barcode P Auto P Manager Employee Manager Receive P L Create Approval Goods Approve / L Approve I Bank I PR/Indent Based on E With Release Purchase Interface E Document Budgets R Invoice Payments Order R Employee Eliminate Manager Supplier Outsource Manager Supplier SelfService SelfService SelfService SelfService SelfService BPR For Decision Makers: Do not make mistake of using ERP without BPR in mind. ERP Suite : Step 3 - Decide Cockpits Pre-Defined Modules Pre-Defined User Roles Note: A Worklist is the list of Work which an employee/user is supposed to do it using ERP System 9 Dashboards / Self Service User Cockpit Dashboard Self Service 1. Implementation Dashboard 2. Transaction Dashboard 3. Biz Reports Dashboard Role based 4. Folder Reports Dashboard Worklist 5. Self Service Dashboard 6. Analytics Dashboard 7. Personalization Dashboard Default Tree 8. Company Dashboard Company To Do List 9. System Dashboard Defined 3 kind of Embedded Roles Website Alerts List 1. Pre-Defined Worklist Scratch Pad 2. User-Defined Worklist 3. E-Business Defined Worklist ERP Suite : Built in DIY Implementation Implementation To implement this ERP only thing you need to do is run 9 (Nine) Wizards. Just go on filling data into masters which it asks. Dashboards 5 Steps for DIY Implementation 1. Run Wizard 2. Define data 3. Enter Data Role based 4. Check Integration Implementation 5. Rename Roles Worklist Do – It – Yourself Implement Benefits: • Timely Implementation • Implement via Wizards • Zero Cost Implementation • Done by Employees • Done by Trusted People • 100% Data Protection Tip: Delete All Data Function will delete all • Every Role enter its own data sample data in system & make system ready • Work division made by Roles • Roles taken by specialists to use. We provide sample data for you to do • Responsibility established testing and training by playing with system. Training Recommended: Software can be learned by playing with it. How to Define Data for Masters? pre- System. Tip: Just rename pre-defined roles into your employee names to start using the System. An ERP Implementation will only succeed 100% if done by your own employees via DIY ERP Suite : Built in Transaction Tools Data Capture Role based Transaction Tools Daily Transaction Dashboards Worklist 1. Role based Worklist Pre-Defined 2. ToDo based WorkList 3. Wizard based Worklist Event Driven Data Capture Methods 1. Web forms data entry Startups 2. PDF forms data entry 3. Self Service data entry 4. E-Business data entry 5. Web Services upload 6. Excel Upload data 7. Outsource data entry 8. Machine Interface’s 1. Keyboard / Mouse 2. Touch Screen 3. SMS 4. ATMs 5. Barcode 6. RFID 7. Mobile’s 8. Phone/Voice Training Recommended: How to record daily transactions? Data Capture Transaction Tools helps to automate dirty, tedious, boring work of data entry ERP Suite : Built in Biz Reports Business Reports Role based Dashboards Reports 1. Pre-printed Worklist 2. Drill Down 3. Range based 4. Time based Report Types • Columnar • Tabular • Pivot • Complex • Graphical • MAPs Report Formats • HTML • XML • Excel • Word • Pdf • Rpt Training Recommended: How to access & read reports? Most ERPs available in market provides only this conventional fixed reports. ERP Suite : Built in Folder Reports Folder Dashboards 1. Search/Sort 2. Matrix 3. Range 4. Graphic 5. Custom 6. Tools 1. Spreadsheet 2. Pivot 3. Summary 4. Delete All Report Types • Columnar • Tabular • Pivot • Complex • Graphical • MAPs Report Formats Role based Folder • HTML Reports Worklist • XML Present in All • Excel • Word Folders Of • Pdf Even Masters • Rpt And Training Recommended: How to access & read reports? Transactions Folder Reports are user defied reports used to generate real-time customized reports ERP Suite : Built in Self Service Self Service Dashboards My Purchase Requisitions My Material Requisitions My Leave Applications My Training Requests My Claims Applications My Loan Applications My Marketing Leads My Ideas/CRD Applications My Plan / Schedule My Personal Records My Attendance Records My Payslip Records My Discipline Notices My Address Book My IOMs/Tasks Role based My To Do Lists Self Service My Time Sheets Worklist Idea: Empower people with tools to bring productivity Training Recommended: How to use self-service? Personalized information on hand improves productivity of employees ERP Suite : Built in Analytics Analytics Dashboards 1. Pivot / BI Charts 2. Top 10 Dashboards 3. Trees DrillDown 4. Six Sigma Reports 5. KPI Reports Analytics are special Report types which Produces managers Self service to find Productivity for Role based Company, Departments, Analytics Process, Employees Worklist & others. It also uses Standards like 6-Sigma. Idea: Make faster business decisions using Analytics Training Recommended: How to use Analytics? Empowering business people to improve productivity with embedded Analytics ERP Suite : Built in Personalization Personalization Dashboards 1. Email /Chat / SMS 2. AddressBook 3. Active Calendars 4. Events/Appointments 5. Active Trees 6. Active ToDo List 7. Active Alert Portals 1. Onscreen 2. SMS 3. Mobiles 4. Phone/Voice Personalization Tools 1. Built-in ERP 2. Outlook Web 3. 3rd Party Role based Idea: Use this to Personalization Improve Communication Worklist And time management Training Recommended: How to use Personalization? Personalized information on hand improves productivity of employees ERP Suite : Built in Company Specifics Company Specific Dashboards 1. Document Mgmt. 2. Company Website 3. Company Profiles 4. Help Desks Document Management Is very important Productivity tool to Share and control Documents org. wide. Company Tools 1. Built-in ERP 2. MS Share point 3. 3rd Party Role based Company Specific Idea: Use this to Websites/Portals etc. Improve Communication Worklist Website open And sharing of info. To everybody Portal open to Training Recommended: Role based users only How to use Company specifics? Share information on hand improves productivity of employees and overall company ERP Suite : Built in System Specifics System Specific Dashboards 1. Help Mgmt. 2. About ERP 3. PC Profiles System Help 4. FAQs Worklist Idea: Use this to Improve usage Of ERP System Training Recommended: How to use ERP System Help? System Help on hand improves productivity of employees and overall company ERP Suite : Built in Security Security Technologies Supported 1. Firewall 2 SSL 3. PKI Keys 4. Certificate 5. MobileERP Folder Documents Users Process Workflow Device Tracker Facts: If Banks, Stock Exchange can work on net Security via Document Signatures why can’t your company? ERP Suite : Built-in Reusability A unique data driven codeless technology using Artificial Intelligence methodology of Storing business logic in database makes it re-usable and easy to upgrade/change. Knowledge Base Inference Engine Technology developed & copyrighted by MobileERP. MobileERP SoftServer Business Folder Logic Database SoftServer SoftServer Server Workflow Server SoftServer SoftServer Login Document MobileERP Server Server Application Database Alerts, PIM etc. Servers SoftRobot RAD Tool EMAIL EXCEL WORD HTML XML WML SMS ERP works as Expert System bringing in data based on process based networks ERP Suite : Built-in Flexibility Real world objects used as ERP Software building blocks helps us to manage flexibility and Common language between technical software people and business people. Real World Objects = MobileERP Components Closed Open Approve Rejected OnHold 1. Services Flexibility built in Folders and Documents and their access rights with users 2. Real world objects helps us to prepare exact business models of existing business. ERP Suite : Built-in Long Life Fact: With others you need to re-write programs every 2 years as their technology becomes obsolete very fast. So small life of your ERP. MobileERP Others MySAP JAVA, SAP SAP R3 VB.NET HTML, XML Front End Web Browser R1/2 VC++/D2K HTML C,C++ VB, ABAP4 Cobol 1990 2006 1980 1990 2006 .net DLLs, Java Class SQL Based DCOM, WSDL CORBA Middle End SoftServer DLLs, R3 EXE 1990 2006 1980 1990 2006 MS SQL Server ORACLE, MS SQL Server Back End 1990 2006 1980 1990 2006 SAP, MySAP is copyright software of SAP Germany. Other softwares are copyright products of that respective companies. ERP Suite : Built-in Best Practices For Decision Makers: Implement standards from suitable to your business ERP Suite : Built in Industry Sol. Manufacturing Industries Services Industry Public Services • Aerospace and defense • Logistics Service providers • Defence & Security • Automotive • Media / Entertainment • Healthcare • Chemicals • Wholesale Distribution • Education & Research • Consumer Products • Utilities • Public Sectors • Engineering • Telecommunications • Utilities • Construction • Railways / Transportation • High-tech • Retail • Machinery & Components • Postal / Courier services • Mill Products • Professional Services • Apparels • R&D • Mining, Oil & Gas • Software Development • Pharmaceuticals • BPO • Financial • Insurance • Education • Hotels • Hospitals ERP Suite : Built in Custom Solutions MobileERP: ERPWEB: Software as Service Software as License Pay- as- you- Pay-as-you-go operation expense Pay upfront capital expense Lower upfront Subscription High upfront cost & annual costs maintenance costs Cost for annual subscription Cost for applications, and minimal maintenance, infrastructure IT/application resources IT/application resources Faster implementation Longer time required to And install and configure Time- to- Time-to-productivity applications More control over Not much control over Relationship vendor after With vendor purchase Future of ERP on Web 2.0 Model Conventional Model which will become outdated with time Better risk sharing Greater risk for with vendor users Ideal with companies with mindset Ideal for companies with mindset my data Outsourcing IT is key to success should remain with me No other ERP will offer you so much in so less investment. Invest today & progress ERP Suite : Built in Complete Solutions ERP Editions Hardware + Software + Services in ERPWEB MobileERP Conventional Web 2 Hosted online fixed price offer to control your TCO Selling model model model & Budgets = Low cost ERP Ideal for companies My Data should Outsourcing IT is key with mindset = be with me for you Hardware’s ERPWEB MobileERP Software’s ERPWEB MobileERP Physical Server Hardware Yes No ERP Server Software Internet Server Hardware No Yes (100 MB) with CRM, HRM, QMS. Yes Yes Mobile Server Hardware Yes No Yes (MS Share PIM Server Software point PORTAL) Yes (online freeware) SoftServer Application Services ERPWEB MobileERP Server Yes Yes Installation (Offsite) Yes (Pre-installed) Yes (Pre-installed) SoftRobot Codeless Customization Yes(Free upto 25 Yes(Free upto 10 Development Tools No No (Online/Offsite) mandays) mandays p.a) Windows 2003 Server Configuration Yes(Free upto 5 Yes(Free upto 5 users O.S Yes Yes (online server) (Online/Offsite) users + 20 pre-Conf) p.a + 20 pre-Conf.) SQL 2005 Database Support (Online/Offsite Yes(Free upto 1 year Server Yes Yes (online server) via email) online) Yes (Free online p.a) ISA Security Server Yes No Data-Migration Yes (Free upto 50 Yes (Free upto 50 (Online/Offsite) mandays) mandays) Web Server Yes (MS IIS) Yes (MS IIS) Onsite Training at Yes (MS Customer Place Yes(Extra Charge) Yes(Extra Charge) Email Server Exchange) Yes (online freeware) DataEntry BPO Services File Server Yes No Offsite Yes(Extra Charge) Yes(Extra Charge) Print Server Yes No ERP Project Management Fax Server Yes No Services (Onsite) Yes(Extra Charge) Yes(Extra Charge) SMS Server Yes No AMC + Free Upgrades (Online/Offsite) Yes (Extra Charge) Yes (Free online) ERP Suite : Built in ROI Calculations Process Before ERP After ERP ROI Marketing No Data Capture Campaign Performance, 100% as new Salesmen Performance Measured system in place Sales No Data entry via Order Processing became fast as now Increase of 50% ordering Web customers themselves enter sales order sales via web data via customer self service Shopfloor No cycle time Process and Operator Performance 100% as new tracking Measured system in place Leave Contact HR. for Employee can check their own leave via Employee happy records self service based portals 100% Planning Planning based Organized MRP based planning makes Inventory cost on gut feelings production and purchase order in reduced by 70% control Facts: "Computer is Brain, Network is Nervous System and Database is memory of your Organization, while ERP is heart of your Organization which pumps data as blood in organizations body to keep it alive. Do your Organization have heart?...“ Most organization bought everything except ERP?. Are u one of them? BUY WEB BASED, MOBILE BASED ERP TODAY. MobileERP SAY NO TO DOS BASED, WINDOWS BASED ERPS ORION / R/3. ERP Suite : Customers Profile The New ERP Suite: Basic Features 1. Built- Built-in BPR Based differentiation: Process based approach with BPR built-in adds value to your ERP investment made today. Now you can find how to reduce cost of your standard activities (what keeps your head above waters). 2. Built- Built-in Process Library: The Foundation of Leadership today is an art to Differentiate, Differentiate to innovate, say goodbye to standard ERPs which only gave you partial ERP or mini-ERPs in past. Add a process to process library to make ERP fit almost 90% of your business. Now you know where to invest to make company grow. Invest in well defined, well developed processes to make it grow. 3. Built- Built-in Best Practices / Standards: More and more companies need to implement best practices based on management standards like 6-sigma, ISO, Balance Scorecard, KPIs, CMMi, COPC, Rosettanet, P-CMM, APICS etc. Now you know how to meet your compliance challenges to get those quality certificates. 4. Built in Integration: Major benefit of ERP is tight integration of all Man, Material, Money and Information. 5. Built- Built-in Flexibility: Most important requirements of any ERP is ability to change software when business process change. MobileERP built on Softserver architecture using SoftRobot Tools enables IT and Business people to communicate in common language of Documents, Folders, Processes. 6. Built in Long Life: A unique and new data driven codeless software technology using Artificial Intelligence methodology of Storing business logic in database makes it re-usable and easy to upgrade/change. 7. Built- Built-in Reusability: Real world objects used as ERP Software building blocks helps us to manage flexibility and Common language between technical software people and business people. 8. Built- Built-in Analytics: Provide information to your employees when and where they need them on whatever devices like Mobiles, ATMs, TVs, PCs. Built-in Real-time Integrations to MS Office, Websites, Portals, Maps, Web Services and 3rd Party Software tools & technologies makes reporting technology very poweful. 9. Built- Built-in Reports: Built-in standard pre-defined reports makes standardization of services within company as well as industry as a whole. 10. Built- Built-in Embedded Roles: Pre-defined, User-defined, e-Business roles simplified administrative and implementation jobs to kick start the live run of software. 11. Built- Multi- Built-in Multi-Device Integration for Transaction data capturing tools: ATMs, Mobiles, TVs, RFID, Barcodes, Faxes, Phones, PLCs, Web services with Other ERPs etc. 12. Built- Built-in Industry Solutions: Customize generic ERP to make sense in every industry settings. 13. Built- Built-in Complete Solutions: Hardware + Software + Services from single vendor at fixed price helps you to control your TCO (Total cost of Ownership) and Budgets. 14. Built- Built-in DIY Implementation: Do-It-Yourself implementation on web 2.0 model makes project viable by empowering employees with tools without training to do implementation, operations etc. on their own via self services. 15. Built- Built-in Personalization: Personal information on hand improves productivity of employees. 16. Built- Built-in Security: Built in security services ensures that the business is safe online or offline. For Decision Makers: Make sure you are buying New ERP and Differentiate yourself. Thank you Contact us: Send your feedback at • MobileERP. UK ( Headquarters ) • MobileERP. Canada • MobileERP Softech P Ltd. India. • MobileERP Sales & Service Sdn. Bhd. Malaysia • Email: email@example.com • UK Phone: 02030115720 (Mr. Ashish) • Canada Phone: 4167403083 (Mr. Piyush) • India Phone: 0265-3012084 (Mr. Tushar) • Malaysia Phone: 012376111 (Mr. Suresh) • For more info visit: www.erpweb.com • www.mobileerp.net / www.softrobot.net MobileERP, ERPWEB, SoftRobot, SoftServer are copyrighted software's by International law. Any attempt to pirate it will result in violation of law.
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