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TouchBase 3PLM in Engineering,
    Procurement & Construction Industry




                                             Created By:-
                                             ProductDossier Solutions Pvt. Ltd.
                                             Email-marketing@producdossier.com
                                             Website-www.productdossier.com


                                            Project, Process & Product Lifecycle Management
Confidential – Property of ProductDossier
Executive Summary

 About Us
  •   Enterprise software product company (IP Ownership)
  •   Industry specific solutions around TouchBase product
  •   Solution = People + Processes + Data/Document using Technology
  •   Marquee clients (25+), 100% growth in two successive years
  •   Privately held, funded by India Innovation Investors

  TouchBase Value
   World-class product at affordable cost
   Product adapts 100% to your business (fully configurable)
   Rapid Roll Out (2-8 Weeks), Immediate ROI (6-8 months)
   Integrates with existing applications like SAP, Oracle, MS-Office, Tally, CAD etc.
   Licensing Models: Perpetual and Recurring




                                          Project, Process & Product Lifecycle Management   1
Vision and Mission


  To pioneer and attain global leadership position in the 3PLM space with
                          industry-specific solutions


  Our mission:
  •   Be number 1 or 2 in the chosen vertical & region
  •   100% ROI for our customers within 6-8 months




                                    Project, Process & Product Lifecycle Management   2
Company, Accolades & Partners


 Founded :: 2000         Amongst the most Innovative & Emerging               Partners
 Corporate HQ :: Pune    Companies
                                                             - Nasscom
 Global Offices ::
 UK,USA
                         Only Asian company amongst Top global PLM
 Reseller Network        companies
 Founding Team :: IIT,                           - Desktop Engineering
 IISc etc.
                         Pune IT Icon
                                                          -   Data Quest
                                                              (Dec 2006)




                                        Project, Process & Product Lifecycle Management   3
Partial list of Customers




                  Project, Process & Product Lifecycle Management   4
Key Issues for a Customer
    Managing         How do I                    I want to manage
     Projects       manage my
                        tasks,                  resource allocation,
    planning &                                  loading, costs, skill
                    deliverables,
    execution        milestones                     sets, roles,
                                                    timesheets

    Managing        I need project
     project        dashboards &                        I want to
    drawings,         Knowledge                        manage my
   documents         Management                      bidding & Other
  with different                                      Processes like
    revisions                                           Claims etc

   Multi location    How do I see
   collaboration,      manage                     How do I manage
                        quality                         BOQ,
       Project      checklists, ISO                 Procurement,
    Permissions           etc                         Cash Flow

                          Project, Process & Product Lifecycle Management   5
Typical Corporate Scenario
                                             Reports & Dashboards


                        Bid/RFQ                   Program/Project                  Customer              Knowledge
                       Management                   Management                      Support              Management




                             Product 1        Product 2         Product 3        Product.. n


                             Project 1         Project 2        Project 3        Project.. n




Planning &    Document        Resource        Material/BOQ        Project           Issue          Quality     Timesheet
Execution    Management      Management       Management          Costing        Management      Management   Management



                                 PR            Vendor Enquiry               PO
             Visualization


                                                Procurement




                               CAD/Design                   ERP                   Supply Chain             3rd Party
                               Engineering             (Manufacturing),              (SCM)                Applications
                                                         Accounting
                                                          Project, Process & Product Lifecycle Management                6
Key Requirements – Project Level

 S. No.   Requirements           Details

                                 •   Create presales enquiry and track progress
                                 •   Estimate cost
 1        Bid Management
                                 •   Send quotation, get order
                                 •   Create project and attach pre-sales inputs

                                 • Create project and tasks using templates
          Program/Project
 2                               • Execution of the Task and Activities and
          Management
                                  monitoring the Project Progress

          Customer Support
 3                               Customer Complaints
          Management



 4        Knowledge Management   •Saving the Knowledge in Google like User Interface



                                 • Multi-location, secure, web based access
 5        Enterprise features    • Control and visibility through dashboards
                                 • Automated alarms, notifications, messages


                                        Project, Process & Product Lifecycle Management   7
Key Requirements – Project Level
 S.
       Requirements              Details
 No.
                                 Planning and Execution, WBS, Gantt Chart with
 6     Schedule Management
                                 dependencies, Critical Path
                                 Document Version/ Revision, Checkout/Checkin, Folder
 7     Document Management
                                 Creation, Release through Workflows

       Resource Management       Org Structure, Skills, Roles for Human as well as Non
 8
                                 Human Resources

 9     Material/BOM Management   Bill of Quantity, Item Master, Auto Numbering

                                 Cost of entire Project with Manpower, Material & Misc.
 10    Financial Management
                                 Cost

 11    Issue Management          Issues and Risk with the Projects

 12    Quality Management        Quality Compliances by Quality Checklists

 13    Timesheet Management      Tracking the Hours per Human /Non Human Resource
                                 Viewing of Documents/ Drawings without having the
 14    Visualization
                                 native application
       Procurement
 15                              Tracking PR/Indent, Vendor Enquiry, PO etc


                                      Project, Process & Product Lifecycle Management     8
TouchBaseTM - leverages and enhances existing investments


        Enquiry                Reports & Dashboards                       Customer
      Management                                                           Support




                                  Program/Project
          Office Tools              Management                               Quality
                              (Design, Planning, Supply,                   Management
                                      Erection)




  CAD               Material/BOM                                  ERP/
  Tools             Management                                 Accounting

            TouchBase                                          Existing Third Party
           Applications                                            Applications

                                      Project, Process & Product Lifecycle Management   9
Architecture




               Project, Process & Product Lifecycle Management   10
TouchBase: Implementation Methodology

            Identify new Business Requirement


                                                    Analyze current
                                                    “As Is Processes”
    Experience
    Growth and
                       3PLM
     Benefits                                    Review Industry Best
                                                  Practices, agree on
                                                  “To Be Processes ”


                 Implement TouchBase 3PLM
                           Project, Process & Product Lifecycle Management   11
Our Leadership – Your Value

    Your Value          TouchBase                                       Our Competition


1   Fits your process   • Adapts to your process, workflows and data    • Forces you to learn new process,
                        • Platform and reconfigurable “skin” approach     or,
                        • Rules based workflow engine                   • Extensive customization


2   Rapid roll-out      • Start using within 1-8 weeks                  • Weeks or even months to deploy



3   Incremental         • Automate few processes first                  • Forces wholesale adoption ->
      adoption          • Next few processes use same platform            more time, high initial cost



4   Ease of adoption    • Minimal training                              •   Extensive training
                        • No specialized hardware – Windows or Linux    •   Complex deployment – client
                        • Web based – no client software                    software, multiple apps
                                                                        •   Mostly Windows




    Immediate ROI       • Pays for itself within 4-6 months             •   No choice – buy expensive
                        • Incremental adoption enables verification         software, then maybe repent
                        • SaaS based fees reduces upfront cost          •   Pay everything upfront


                                                Project, Process & Product Lifecycle Management           12
Transforming the organization
   Benefit


   Improve topline and bottomline                                          140
                                                                           120
                                                                           100
                                                                            80                    Revenue
                                                                            60                    Profit
                                                                            40
                                                                            20
                                                                             0
                                                                                 Before   After
                                                                                  PLM     PLM




   Control, visibility, predictability


   Collaboration, Communication, Processes


   Quality Processes and Compliances


   Productivity and Global Competitiveness


   Knowledge Management



                                         Project, Process & Product Lifecycle Management                    13
Product Demo




               Project, Process & Product Lifecycle Management   14

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Product dossier touchbase-epc

  • 1. TouchBase 3PLM in Engineering, Procurement & Construction Industry Created By:- ProductDossier Solutions Pvt. Ltd. Email-marketing@producdossier.com Website-www.productdossier.com Project, Process & Product Lifecycle Management Confidential – Property of ProductDossier
  • 2. Executive Summary About Us • Enterprise software product company (IP Ownership) • Industry specific solutions around TouchBase product • Solution = People + Processes + Data/Document using Technology • Marquee clients (25+), 100% growth in two successive years • Privately held, funded by India Innovation Investors TouchBase Value World-class product at affordable cost Product adapts 100% to your business (fully configurable) Rapid Roll Out (2-8 Weeks), Immediate ROI (6-8 months) Integrates with existing applications like SAP, Oracle, MS-Office, Tally, CAD etc. Licensing Models: Perpetual and Recurring Project, Process & Product Lifecycle Management 1
  • 3. Vision and Mission To pioneer and attain global leadership position in the 3PLM space with industry-specific solutions Our mission: • Be number 1 or 2 in the chosen vertical & region • 100% ROI for our customers within 6-8 months Project, Process & Product Lifecycle Management 2
  • 4. Company, Accolades & Partners Founded :: 2000 Amongst the most Innovative & Emerging Partners Corporate HQ :: Pune Companies - Nasscom Global Offices :: UK,USA Only Asian company amongst Top global PLM Reseller Network companies Founding Team :: IIT, - Desktop Engineering IISc etc. Pune IT Icon - Data Quest (Dec 2006) Project, Process & Product Lifecycle Management 3
  • 5. Partial list of Customers Project, Process & Product Lifecycle Management 4
  • 6. Key Issues for a Customer Managing How do I I want to manage Projects manage my tasks, resource allocation, planning & loading, costs, skill deliverables, execution milestones sets, roles, timesheets Managing I need project project dashboards & I want to drawings, Knowledge manage my documents Management bidding & Other with different Processes like revisions Claims etc Multi location How do I see collaboration, manage How do I manage quality BOQ, Project checklists, ISO Procurement, Permissions etc Cash Flow Project, Process & Product Lifecycle Management 5
  • 7. Typical Corporate Scenario Reports & Dashboards Bid/RFQ Program/Project Customer Knowledge Management Management Support Management Product 1 Product 2 Product 3 Product.. n Project 1 Project 2 Project 3 Project.. n Planning & Document Resource Material/BOQ Project Issue Quality Timesheet Execution Management Management Management Costing Management Management Management PR Vendor Enquiry PO Visualization Procurement CAD/Design ERP Supply Chain 3rd Party Engineering (Manufacturing), (SCM) Applications Accounting Project, Process & Product Lifecycle Management 6
  • 8. Key Requirements – Project Level S. No. Requirements Details • Create presales enquiry and track progress • Estimate cost 1 Bid Management • Send quotation, get order • Create project and attach pre-sales inputs • Create project and tasks using templates Program/Project 2 • Execution of the Task and Activities and Management monitoring the Project Progress Customer Support 3 Customer Complaints Management 4 Knowledge Management •Saving the Knowledge in Google like User Interface • Multi-location, secure, web based access 5 Enterprise features • Control and visibility through dashboards • Automated alarms, notifications, messages Project, Process & Product Lifecycle Management 7
  • 9. Key Requirements – Project Level S. Requirements Details No. Planning and Execution, WBS, Gantt Chart with 6 Schedule Management dependencies, Critical Path Document Version/ Revision, Checkout/Checkin, Folder 7 Document Management Creation, Release through Workflows Resource Management Org Structure, Skills, Roles for Human as well as Non 8 Human Resources 9 Material/BOM Management Bill of Quantity, Item Master, Auto Numbering Cost of entire Project with Manpower, Material & Misc. 10 Financial Management Cost 11 Issue Management Issues and Risk with the Projects 12 Quality Management Quality Compliances by Quality Checklists 13 Timesheet Management Tracking the Hours per Human /Non Human Resource Viewing of Documents/ Drawings without having the 14 Visualization native application Procurement 15 Tracking PR/Indent, Vendor Enquiry, PO etc Project, Process & Product Lifecycle Management 8
  • 10. TouchBaseTM - leverages and enhances existing investments Enquiry Reports & Dashboards Customer Management Support Program/Project Office Tools Management Quality (Design, Planning, Supply, Management Erection) CAD Material/BOM ERP/ Tools Management Accounting TouchBase Existing Third Party Applications Applications Project, Process & Product Lifecycle Management 9
  • 11. Architecture Project, Process & Product Lifecycle Management 10
  • 12. TouchBase: Implementation Methodology Identify new Business Requirement Analyze current “As Is Processes” Experience Growth and 3PLM Benefits Review Industry Best Practices, agree on “To Be Processes ” Implement TouchBase 3PLM Project, Process & Product Lifecycle Management 11
  • 13. Our Leadership – Your Value Your Value TouchBase Our Competition 1 Fits your process • Adapts to your process, workflows and data • Forces you to learn new process, • Platform and reconfigurable “skin” approach or, • Rules based workflow engine • Extensive customization 2 Rapid roll-out • Start using within 1-8 weeks • Weeks or even months to deploy 3 Incremental • Automate few processes first • Forces wholesale adoption -> adoption • Next few processes use same platform more time, high initial cost 4 Ease of adoption • Minimal training • Extensive training • No specialized hardware – Windows or Linux • Complex deployment – client • Web based – no client software software, multiple apps • Mostly Windows Immediate ROI • Pays for itself within 4-6 months • No choice – buy expensive • Incremental adoption enables verification software, then maybe repent • SaaS based fees reduces upfront cost • Pay everything upfront Project, Process & Product Lifecycle Management 12
  • 14. Transforming the organization Benefit Improve topline and bottomline 140 120 100 80 Revenue 60 Profit 40 20 0 Before After PLM PLM Control, visibility, predictability Collaboration, Communication, Processes Quality Processes and Compliances Productivity and Global Competitiveness Knowledge Management Project, Process & Product Lifecycle Management 13
  • 15. Product Demo Project, Process & Product Lifecycle Management 14