Price Quote Template for Yard Service
Description
Price Quote Template for Yard Service document sample
Document Sample


Presents
Syscon InfoTech is one of the leading providers of comprehensive,
robust and user-friendly logistics software solutions.
Logistics Software Solution (LSS) is web based state of the art product
designed for companies of all sizes within the Logistics, Shipping &
Transportation Industry.
LSS offers a complete portfolio of solutions which includes Freight
Forwarding Software for Ocean Import/Export, Air Import/Export, and
Customs Clearance for Ocean Import/Export, Air Import/Export, and
Domestic freight forwarding.
LSS also offers following modules for shipping and logistics industry:
ABOUT US MISSION
A professionally managed business group Make Syscon a global IT consulting and
with over 15 years of experience software development entity
spanning Software solutions and support, with presence and footprints spread
customized technology development, ERP across India and the Globe.
Solutions and implementation
VALUE PROPOSITION DIFFERENTIATORS
We Hold hands, not shake hands.
Focus on Customer needs & Business
Proven Methodology and Tools.
values
Full Cycle of Implementation
Strong Manpower resources and
experience.
capabilities
Flat and flexible structure. Broad
Proven Performance
portfolio of solutions and services.
Precise understanding of
Delivery Client requirements
Capabilities
Integrated deployment of
S/W modules
Willingness to partner
for long term relations
Timely Focused
Completion Solutions Ability to keep pace with
new Technologies
Multi Skilled & Multi
Disciplined Organization
Development Client Centric approach
Syscon offers an array of advanced features in LSS
Web enabled can be used 24x7 from anywhere in
the world
Friendly user interface
Built in Security at every level
Real time cargo tracking
Export of reports in PDF and various formats
Graphical analysis
Data security and centralized database
User and user Group security feature to control
user's access to the system
System allows creation of unlimited companies
and branches
CRM stands for Customer Relationship Management. It is a
process or methodology used to learn more about customers’
needs and behaviors in order to develop stronger relationships
with them. There are many technological components to CRM,
but thinking about CRM in primarily technological terms is a
mistake. The more useful way to think about CRM is as a process
that will help bring together lots of pieces of information about
customers, sales, marketing effectiveness, responsiveness and
market trends.
CRM helps businesses use technology and human resources to
gain insight into the behavior of customers and the value of
those customers. We at Syscon care for our customers and offer
best solutions.
Customer Profiling:
Syscon – CRM helps build detailed customer profiles.
Some of the key details include:
Company with its address & Contact details
Branch Offices with its addresses and other details
Various divisions within the organization
Personnel within that organization & contact details
Banks that they operate with
Credit Terms and Credit Risks
Email Grouping
Defining Multiple Relationships
Tariff Management
Creation of tariffs based on defined parameters and
specific business domains
Cost or Revenue based Tariffs
These tariffs defined will be automatically picked up
while generating cost sheet and quotation
Sales Management
Daily Call Register of various Marketing / Sales People
Call Register can be Company Specific
Enquiry or Lead Generation
Follow – up on Enquiry
Assign, Forward or Share Enquiries
Generate Cost Sheets and Quotes
Conversion of Quotes to Orders
Analysis of Quotes not confirmed
Surveys for Companies
Different periodic surveys can be created to evaluate the
service levels for own company or customer / vendors
The company can create the answers as a rating from 1 – 5 or
in the form of Yes / No or can create a choice from 5 different
options
These survey will be filled in own employees or by customers /
vendors
Survey Analysis
Customer Service Module or Help Desk
Service Call or Complaint Generation
Follow up on Service Call
Customer to view online status of the service call
Closure of Service Call
Service Call or Complaint Analysis
Freight Forwarding:
Freight forwarding is a service used by companies that
deal in international or multi-national import and export.
While the freight forwarder doesn't actually move the
freight itself, it acts as an intermediary between the client
and various transportation services. Sending products
from one international destination to another can involve
a multitude of carriers, requirements and legalities. A
freight forwarding service handles the considerable
logistics of this task for the client, relieving what would
otherwise be a formidable burden
Freight Forwarding:
Freight forwarding services guarantee that products will
get to the proper destination by an agreed upon date,
and in good condition. The freight forwarding service
utilizes established relationships with carriers of all kinds,
from air freighters and trucking companies, to rail
freighters and ocean liners. Freight forwarding services
negotiate the best possible price to move the product
along the most economical route by working out various
bids and choosing the one that best balances speed, cost
and reliability.
Freight Forwarding:
A freight forwarding service generally provides one or
more estimates to the client along with advisement,
when necessary. Considerations that effect price will
range from origin and destination to special
requirements, such as refrigeration or, for example,
transport of potentially hazardous materials. Assuming
the client accepts the forwarder's bid, the freight is
readied for shipping. The freight forwarding service then
undertakes the responsibility of arranging the transport
from point of origin to destination.
Freight Forwarding:
One of the many advantages of using freight forwarding is
that it handles ancillary services that are a part of the
international shipping business. Insurance and customs
documentation and clearance are some examples. As a
consolidator, a freight forwarding service might also
provide Non-Vessel Operating Common Carrier (NVOCC)
documentation, or bills of lading. Warehousing, risk
assessment and management, and methods of
international payment are also commonly provided to the
client by the freight forwarding service.
LSS – Freight Forwarding Module
The freight forwarding involves 2 freight forwarders or 2
offices of the same freight forwarder – one at the source or
the loading point and once at the destination or the
offloading point. So, typically for the same freight
forwarding job, the loading point will term it as an export
job and the destination point will term it as an import job.
LSS caters to the full implementation cycle of the Freight
Forwarding Process Flow. So, LSS – Freight Forwarding
Module typically caters to both – Import Freight Forwarding
and Export Freight Forwarding.
Freight Forwarding:
The Freight Forwarding will actually begin with the Enquiry
Sheet, Cost Sheet, Quotation and confirmation of the
business or quote.
Booking or Job:
The Freight Forwarding module will allow the user to
choose data from a particular quote. Once the user
selects the quote, all relevant data from the quote will
flow into the booking. The user can then update
additional fields into the booking screen including
container and charge details.
This module allows user to add job details and system
generates the job number. User enters details of
Freight Forwarding for the Customer and enters data
such as Name of the Importer, Exporter, Broker,
Seller, Buyer. The Port of Loading and Port of
Discharge details for each shipment are also entered.
Bill of Lading:
The preparation of Bill of Lading is done in 2 ways:
Draft B/L data import from the shipper
Choosing a booking at the time of creation of B/L so
relevant data from booking will flow into Bill of Lading
Entering data of B/Ls as well as FCR.
Master and House can be created both for Air an Sea.
Provision to link House to Master
Reports:
Export Freight Forwarding:
Draft Bill of Lading Printing (Shipping Line wise)
Final Bill of Lading Printing (Shipping Line wise)
Job or Booking Printing
Job or Booking Acknowledgement
Dangerous Goods Form
Daily Status Report (DSR)
Booking Note for Carrier
Reports:
Import Freight Forwarding:
Cargo Arrival Notice
Delivery Order
Intimation to Overseas Agent
Pre Alert
Creating Letters and port/customs documents
Customs Broker
This software is designed to ease work flow of Custom Broker and
the module has following forms-
Booking or Job:
This module allows user to add job details and system generates
the job number. User enters Customer, Importer, Exporter, Broker,
Seller, Buyer details along with Port of Loading and Port of
Discharge details for each shipment. System allows users to
update Job activity details and enter job related expenses defined
in various categories. System also captures the Customers invoice
and Item/Product Details.
Documents
User enters P.O. details and various Certificates such as License,
Quality Certificate, Valuation forms and many more.
Shipment
This module allows user to enter shipping details such as
Shipping/Air Line, Vessel, Carrier details, Master B/L and House
B/L information.
The Customs Broker package is designed to scale to multi country
requirements.
Export Customs Broker
Job Register
Daily Status Report
Sales Invoicing - Revenue & Reimbursement
Purchase Invoicing
Check List With/Without Annexure
On line filing of Documents with Customs
Export Shipping Bill generation
Voucher Printing
Certificate of Origin
DG Form
Dynamic HTML Report & Analysis
Import Customs Broker
Job Register
Daily Status Report
Sales Invoicing – Revenue & Reimbursement
Purchase Invoicing
Bond Inventory Register
Bill of Entry generation
On line filing of Documents with Customs
License Register
Duty Register & Duty Call Letters
Various Transport/Client/Customs Reports
Dynamic HTML Report & Analysis
NVOCC & Liner
On Hire and Off Hire of Containers
Container Survey
Container Cleaning and Repairs
Assigning Accessories to various Containers and
managing the inventory of accessories
Container Tracking and Inventory Management
(Container Activity Updation)
Detention Calculation
Re-export and Customs Bond Cancellation
Key Features
Complete Export and Import documentation
process
Issuance of B/L and DO from the system
Container tracking and inventory management
Business Logistics management for Marketing
and customer service
Principal & Agency accounting
Electronic filing of Import & Export Manifest
Data sharing via EDI with Ports, Customs,
Principals and other stake holders
Warehouse
The software provides fully web-based distributor
chain management solution, which provides seamless
integration of all the entities of your enterprise viz.
Supplier, Plant, Warehouse, Logistics & distribution
etc.
It is cost-effective and result-oriented distribution
chain solution. Configurable and customizable, is
designed to enhance the workflow and improve the
operational efficiency of all the entities and provides
key capabilities for managing multi-line sales orders
across multiple sources and enterprises.
Warehouse
The order management module automates and
controls the workflow and implements both
procedural and approval processes of various orders
raised by distributors or Retailer.
Warehouse
Improving Customers Service
Improving efficiency
Reducing inventory
Reducing cycle & lead time
Reducing Cost
Reduce the complexity of the supply chain
Manage dynamic supply chain environment
Improves asset recovery by assessing optimal
product disposition
Minimize transportation costs
Improve customer satisfaction
Warehouse
Caters to the following business processes:
Inbound Logistics
Outbound Logistics
Reverse Logistics
Promotional Logistics
Synchronizes common business process &
communication
Control product & shipments at any point in the
distribution network
Improving on time delivery, enhances and reduces
safety stock inventory carrying times
Support direct to customers (Factory-Direct)
Shipping.
Comprehensive Reports
Dispatch Details Report
Order Book Position
Cumulative orders - Product wise
Distributor’s Sales Details summary
Sales of various products – Territory wise
Order Rejection Details Report
Rejected/cancelled Order with the reasons
Stock Reports
Batch, Age-wise, Transit Stocks Report
Comprehensive Reports
Stock ledger, Expired stocks reports
In-Transit Report
Stock Transfers Report (intra warehouse)
Indent Report
Pending indents Report
Performance Management – Graphical Analysis
Transportation
Fleet Management Software is designed to successfully
control fleet in different ways - Active and Inactive
Vehicles. The system has alerts including for insurances,
which will popup whenever a date has expired or is
about to expire.
The system allows to store photos and other documents
pertaining to the vehicle along with information about
the owners of the vehicles, and all drivers' information
including their photographs, the vehicle and the shift.
The system has Daily Movement module and it is
integrated with the reports concerning accounting, costs
and maintenance.
Transportation – Key Features
Fleet/Vehicle Master & Management
Daily Movement Module
Dispatching, Jobs Details
Fuel Efficiency Calculations
Spares like Tires, Wheels and other
Inventory for Repairs and Maintenance
Accidents / Insurance / Claims Module
Fleet maintenance
Vehicle Accounting
Drivers and Helpers Details
Transportation – Reports
Vehicles Report
Vehicles' shifts Report
Drivers Report
Daily Movement Report
Maintenance and cost Reports
Costs not included in Maintenance Report
Driver’s Expenses Report
Vehicle Idle Report
Mileage Report
Accident Report
Insurance and Claim Settlement Report
Spares and Inventory Report
Projects
The software provides information to various people
or stakeholders and used for measuring the level of
effort required to complete the project.
It gives overview in particular, how actual and
planned performance is related.
It also helps in information on how long tasks will
take to complete and gives early warning of any risks
to the project.
It has historical information on how projects have
progressed, and optimizing utilization of available
resources.
Projects – Features
Comprehensive tool to monitor project activity
Defining Project Owner with start and
completion date
Defining templates with project related
companies and their activities
Defining sub project with Shipment details,
Packing list, Invoice, Shipping Bills & Bill of
Lading data
Variance reports if completion dates are not
achieved
Projects – Features
Auto scheduling and re-arranging of project
completion dates in case of delay in any activity
Generation of Project reports and analysis based
on customer
Option to create customer login and give
secured access to view and update their data.
QUICK OVERVIEW
Demand Forecasting
Component Production
Requirement Plan
Supplier Plant Warehouse Logistics
Retailer
Order Management
Yard Management
The system deals with managing and tracking of the
container inventory within the yard.
It brings visibility into inbound and outbound
container movements per day.
It helps Shipping Lines to manage their inventory by
FIFO method based on the daily reports.
EDI interface to various trading partners
Yard Management – Key Features
Bay wise / Line wise container stacking
Ground rent calculation and billing
Lift ON / Lift OFF charge calculations
Daily Movement Reports (DMR)
Stock and Inventory Reports ( daily/periodic)
Line wise charge master
MAXPACK
There is no formula in existence to deal with this type of
challenge.
MaxPack uses proprietary methods, “algorithms”, which
are procedural steps combined with trials, sometimes
millions, to find a optimized fit.
Some call it artificial intelligence.
Only in the past few years have computer speeds
allowed this technology to reach everyday business
desktops.
Does our company need this?
You may not need MaxPack if:
Shipments are always the same - the best loading
patterns may have already been worked out.
Most of your cargo items are cylindrical and not
rectangular.
MaxPack works with cylindrical cargo, but may not
give a result of high accuracy. Also, commodities
like cotton bales are pushed manually onto the
container to tightly fit it. These kind of procedures
would not be apart of Maxpack.
Does our company need this?
You may not need MaxPack if:
Maxpack gives the best results with rectangular
cargo.
You routinely do not fill a container because you
have encountered the maximum weight limit,
there is not too much benefit from the program as
the focus is on optimizing space usage.
Advantages of using Maxpack
During a sales query, it will be possible for the Sales
person to ascertain the container space required for
the proposed order or shipment and pass this
information to the customer.
Container stuffing is a back-and-forth process with
the customer and in this fast moving world,
customers think poorly of vendors who says that
‘They will get back later’. So, with Maxpack,
adjustments during stuffing can be made on the
phone itself.
To select a best containers size to match a given
shipment.
Advantages of using Maxpack
To determine how many containers are needed for
large shipments.
To be absolutely sure, nothing will be left on the
dock. If, MaxPack says it will fit, it will fit.
To let a customer know the exact cost of a tightly
packed container load of his desired cargo or cargo
mix in advance. This can be important for advance
financial arrangements like letters of credit, payment
in advance and so on. Also for customs documents
on international shipments.
Determination of landed costs Obviously, a key to
calculating the answer requires a determination of
how many will fit.
Advantages of using Maxpack
Advise shipping companies, when quantities are LCL,
how much room your shipment will take. Or if you are
freight forwarding or transport company, you may want
MaxPack to determine the same after gathering
information from your customers. Freight and
transport companies are one of our largest categories
of buyers.
To save shipping costs by loading more.
Mailing Container Load Plan and Graphical Analysis
MaxPack Features
Optimization of container stuffing
Selection of a best container size to match a given
shipment
Determines how many containers are needed for large
shipments
Determination of landed costs
Pictorial results of how much room the shipment will
take
Saves shipping costs by loading more.
Easy Export and Import data feature
Employee Management
Employee Management is the core module of the system
as it connects all modules into one single interface. Its user
friendly search criteria and rich user interface allows HR
users to perform multiple types of operations using
minimal navigations. It covers a wide range of activities
including:
Centralized repository for all the Employee data in an
organization
Search, View, Edit and upload employee information
including personal details, experience details, statutory
details, educational details and other employee details
Manage and configure the reporting structure and
related user roles and privileges
Employee Management
HR department could generate various forms of reports
like Welcome letter, Appointment letter, Induction
letter,Experience letter, relieving letter and other variety
of routine letter
Employee lifecycle management from entry to exit
Automated workflow based resignation, termination,
reassignment, promotion, transfer, increment and
confirmation activities
Single interface to allow HR easily configure and manage
various business rules in the system
View employee database history
Configure your reports using Report Generator
360 degree view of an employee
Attendance Management
It provides organizations flexible options of inputting
attendance. Attendance process is one of the most simple,
yet most tedious processes for most organizations. To
address the challenge, Attendance management comes
with a variety of options for feeding in attendance It
allows attendance capturing in a variety of ways including:
Excel upload of attendance
Email Capture
Biometric device integration
Swipe card or smart card device integration
Attendance Management
SMS & Web based attendance
Configure Shifts and create duty roaster
Attendance regularization
Allow supervisors, back office and HR mark attendance
on behalf of employees
Muster roll and statutory and attendance related
reports
Payroll Automation
Payroll is lot more than a simple input/output utility. It
addresses the real pain areas of payroll automation
including complex arrear calculation, customizable and
conditional salary payouts. It is fully integrated with other
modules that have direct or indirect impact to employee
payout.
Following is a brief preview of Payroll Automation:
Fully integrated web-based modules like leave,
attendance, claims and reimbursements
User-Define able Earning & Deduction Components
Multi-company and multi-location support
Division / Branch / Location wise Salary Processing
Payroll Automation
Payment through Cash, Cheque, DD & Bank Transfer
Takes care of all statutory requirements including PF,
ESI,Professional Tax and related reports
Automatic Salary Slip generation and dispatch
mechanism
Rule based arrears calculation, automatic leave
regularization,leave balance updating and
reimbursement balance updations
Ability to rerun the payroll, freeze payroll, hold payroll for
a selected location, company or search based employee
Payroll Automation
Provision to separately run full & final settlement
Loan & Advance Accounting
Increment Arrears & Unpaid Days Arrears Working
Provision for calculating extra working hours( Over Time)
and payment for the same
Ability to modify or tweak final payout as per
convenience
Single click payroll generation
Ability to upload employees to exclude from payroll
Tax Management
It is more than just a tax calculator; it allows employees
to submit their declarations online and accordingly
compute their taxation
Allows employees to submit their tax declarations
online including submitting scanned documents for
quick verification
Accounts/Finance department can view and
approve the declarations after viewing the scanned
documents
Tax Management
Fully configurable taxation slabs and ability to
change the taxation settings as and when
required
Generate Form 16, TDS Challan and various other
statutory taxation reports
Employees are given an ability to view their tax
calculation online
Generate the eTDS file for electronic filing of
returns
Leave Management
Leave Management is very flexible and highly
configurable as per the workflows within an
organization:
Highly configurable holiday calendar which will be
location wise.
Create as many leave types and choose from a wide
range of configuration options
Specify replacement employee during leave
Well defined process for application and approval of
leave.
Leave Management
Leave regularization - Automated based on
organization's business rules and Manual for added
flexibility
Mark leave on behalf of subordinate
View leave balances online and check leave history
Several leave related reports
Leave carry forward, leave encashment and leave
adjustment options
Claims and Reimbursements
Claims and reimbursement is an extension of the payroll
module where the employees can file claims against the
reimbursement parameters defined within an organization.
The system allows employees to file claims and submit their
documents online. Once approved, the claim amount is
posted to the payroll and updates the advances, loan and
reimbursement balances for each employee.
Configure and add claims and reimbursements masters
Assign reimbursement limits as per employee grade/level
Employees can file reimbursements and claims online,
view balances and limits
Reimbursement posting to payroll
Claims and Reimbursements
Adjustments of reimbursements at the time of full &
final settlements
Year end processing including carry forward or
adjustments in the last month salaries
Submit documents online related to claim vouchers
Configure opening balance, carry forward and claim
limits inside or outside the payroll/salary processing
window
Travel Management
Travel Management module allows an organization to
define a set process for travel expense approval and
accounting. Using this module an organization can keep a
track of all the travel requests and overall travel expenses.
The travel module can help understand whether the travel
expenses are within budget and can be used for further
analysis
Set up types of travel options based on employee grade
Request and approval workflow for travel bookings
Submission of travel expenses and reimbursement
Create booking requests, approve, view status and
input estimated and actual cost.
Travel Management
Travel expense analysis - based on mode of travel,
grade, frequency, timeframe and comparison against
estimated travel costs
Travel policy configuration
Organize official transport facilities like pickup cabs and
buses, specify route and assign employees
Notifications of Travel advisories and latest changes to
the travel policies
Training Management
Based on the skill matrix created based on the competency
for various levels, the system automatically suggests
training needs for the growth of the organization.
Integrated with PMS, the training and development plan is
directly linked with the achievement of key competencies
against the training and development needs. Tight
integration with the budgeting modules allows better
control of training and development costs and integration
with PMS allows measuring the ROI of training costs
Define training needs - internal or external trainings
Set up trainers, faculty, trainings, participants and
schedule training
Training Management
Manage and create courses and topics and assign
course material if applicable
Create training calendar
Manage training needs with the help of PMS appraisals,
competency chart, succession planning and employee
feedback
Create and monitor training budget
Asset Management
Asset tracker allows organizations to keep track of assets
allocated to the employees. The approval, allocation and
procurement workflow lets organization standardize the
asset procurement and asset allocation based on the
levels/grades defined in the organization. Tight
integration with the Employee Management System
ensures that resignation and asset recovery are linked to
better control the assets within an organization. A brief
but effective costing lets organization link their assets
costs with the overall budget allocated for assets.
Asset Management
Asset Requisition, allocation and approval workflows
Maintain list of assets assigned to employees
Receive alerts when employee resigns to
freeze/recover assets
Run reports to view the asset allocation cost by grade,
category or department
Link the asset recovery with the clearance during F&F
process
Document Management
A dynamic document management that tightly integrates
with various modules allows organizations to keep all their
documents in an easy to access, centralized and searchable
format. All documents are tagged for quick retrieval and
proper usage of the module ensures that organizations do
not have to invest in excessive
Electronically store all HR related and employee related
document for easier and quicker retrieval
Lets HR creates various folders and give different types of
access rules to these documents Classify documents
based on document tags and types for faster retrieval
create indexes or search keywords
Employee Dashboard
Employee Dashboard is an intranet portal related to all HR
related process within an organization. It is the face of the
HR software for employees of an organization. It provides
the employees an interface to perform following activities:
Employees can view their personal information and
request changes to their information
Employees can view their pay slips, loan balances, claims
and reimbursements
Allows employees to initiate various workflows like leave
application, attendance regularization, resignation ,
manpower requests, self appraisals, training requests and
asset requisition amongst many other workflows
Employee Dashboard
Apart from their own requests, using the dashboard
employees can initiate several workflows for their
subordinates
View corporate dashboard with many announcements and
reminders within an organizations
Employees can fill satisfaction surveys and provide
suggestions to the management using the dashboard
Comprehensive Reports – H/R
Employee Details Report
Monthly Salary Slips
Monthly Salary Check Printing
Salary – Bank Statements
Tax deduction Reports
Statutory Reports
Employee Leave & Attendance Reports
Travel Plan & Approval – Dept wise
Travel Costing – Dept/Employee wise
Comprehensive Reports –Admin
Requisition/Approval Details – Dept wise
Purchase Order
Stock Report
Department/Employee wise Reports
Pending Requisition Report
Graphical Analysis
Financial Management
To be effective, financial resource management
systems need to address the growing needs of a
modern CFO - and they need to work with
enterprising FMS solutions.
Syscon’s FMS helps integrate systems to create a
streamlined process that keeps control of financial
resource management with greater visibility and
control.
Two main modules would be
Invoicing
Book Keeping
Invoicing
Syscon – LSS Caters to various types of invoicing including
both Sales and Purchase customized to suit the business
user needs.
All invoices can be generated in foreign currency as
well as local currency.
Exchange rates can be picked up from the Daily
Exchange Rate Master
Auto posting of invoices to Book Keeping module
Custom Broker:
Reimbursement
Revenue
Transportation
General
Invoicing
Freight Forwarding:
Customer Invoice
Brokerage Receivable & Payable
Rebate or Commission Receivable and
Payable
General
Overseas Agent Invoice
NVOCC or Liner:
Forwarder Invoice for both Import and Export
Agents Invoice
Detention and Ground Rent Invoice
Invoicing
Transportation:
Trip based
Monthly
Warehousing:
Stock based
Area based
Others:
General
Book Keeping:
Complete logistics accounting system that is fully
integrated with other operational modules.
User Defined Books
Powerful Cost Centre Analysis which is multiple
levels and user definable
Apportioning of Indirect Expenses to various Cost
Centre
Attaining Net and Gross Profitability across
various parameters viz. Branch, Customer etc.
Navigating from Balance Sheet->Profit & Loss
->Trial Balance->Schedules->General Ledger
->Voucher in bidirectional methods
Ageing and Outstanding Analysis
Financial Management
Costing
Automatic Calculation of Exchange Gain / Loss
Auto Calculation of Vendor Commission and
reconciling of statements through the system
Bank Reconciliation
Cheque Printing
Pay-in-Slip Generation for Deposits
IOU apply and approval
IOU Settlement
Work In Progress Jobs
Accruals
Provisional payments & receipts
Business Intelligence
This tool offers a comprehensive service for BI Solution design,
development & implementation
Customized Dashboards
Customized KPI Views & OLAP View Templates
Saving Templates in the repository for future use
Customized Reports
Customized Templates for Ad-hoc Reports
Knowledge Transfer and performance management
Efficient use of ETL for periodic data update
Meta Data Management and Access Control features
Ensures sustained availability of Information and Analytics
functions to users at all times
Business Intelligence
Key Benefits - Performance Management
Having single version of truth throughout the
organization.
Improved quality in information to the management
in form of content, presentation quality, accuracy,
speed and cost in selected business processes and
performance areas
Deeper insights, due to Analytics functions, on
Customers, Services, Products, Employees etc.
enabling an effective real-time decision making
process
Business Intelligence
Key Benefits - Performance Management
Higher success rate in meeting strategic goals
Enhancement in employee job experience and
productivity with improved and easier use tools.
Business Intelligence
Key Benefits – Scalability
Data diversity - Robust ETL Solution to integrate
diverse data sources – Present and Future
Data size: Efficient ETL processes to integrate large
volumes of data over a long period of time.
Number of business users: Robust BI Platform that
can support large number of business users in a
growing organization.
Business Intelligence
Key Benefits – Scalability
Dispersed locations: users can be located at multiple
physical locations as the solution is built using Web
technology.
Expansion to cover more business processes and
performance areas: These can be added
incrementally without disrupting working solution
Business Intelligence
Key Benefits – Robust Platform & Easy-to-use
Technology
Integrates quickly with your existing IT environment.
Provides business users with seamless access to
reports and analysis in known environment Perform
reporting and analysis in a familiar environment,
including integration with office.
Build analytical results in easy-to-understand
business terms.
Business Intelligence
Key Benefits – Robust Platform & Easy-to-use
Technology
Easy to deploy and administer.
Web based technology enabling access to
information on any-where-any-time basis.
Utilizes auto-scheduled stored processes to enable
execution of ETL every night.
Activity or Workflow Planner:
On the submission of a job, the activity template
predefined for various process flows will be created for
that job. The user can then update the different activity
dates and the relevant columns against the same. The
user can then generate Customized Daily Status Report
for different customers.
Document Management System:
The user has an option to upload scanned documents,
emails, excel files or any other files against any standard
tables or the transactions. For example, one can upload
the final bill of lading scanned and uploaded against the
respective bill of lading.
Communication Module:
The user has an option to define all email grouping for
various auto emails and reports which need to be
generated. These will give auto emails selected for To,
Cc and Bcc. The user has an option to send this email
automatically or whether the email screen should pop
up during communication with the party.
Correspondence Module:
This module allows user to Create Templates for
standard letters dynamically. Users can drag and drop
the filed list from tables and create templates. These
templates can be used to build standard letters and
reports in word, pdf and excel formats.
Courier Module:
In this module the user has an option to define all
the details pertaining to courier.
Capturing Inward/Outward Courier Details
Sender/Receiver details with date & Time
Documents Details
Courier Dispatch/Collection reports
Courier Acknowledgement
Courier Company wise Reports
Department wise courier Reports
Data Mapping
LSS is designed in such a manner that it takes care of the
following things:
Ease of Data Entry as all transactions are mappe to
standard tables thus providing a lot of control which
eliminates user data entry errors to a large extent.
Strong categorization of standard tables to enable
Management with MIS Reporting
Master Clean Up which should be done at least once a
month to remove all duplicate and redundant data in the
standard tables
User defined reports – Pivot Tables Field Selection
Security
LSS is designed in such a manner that it takes care of the
following things:
User Creation
Mapping Users to Groups
Security definition at Module, Menu, Template,
Command Button Levels
IP Address security
All Internet Based security for web enabled applications
User Security based on Day and Time
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