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Product of SoftTech Engineers Pvt. Ltd.
• Challenges / Areas of Improvement before WMS
  implementation
• WMS offering
• WMS automation at Maharashtra Industrial
  Development Corporation
• Key Performance Statistics
• Summary




                                                 2
Challenges / Improvement Areas
   Before WMS Implementation




                                 3
Estimation      Tender Management   Work Order Management   Billing Management



1. MIDC used manual process for preparation, rectification and
   modification of Schedule of Rates(SOR/ DSR). Finalization of
   SOR/ DSR used to take months.
2. Tracking of SOR/ DSR rates in estimates was challenging in the
   manual process.
3. Not all MIDC ward offices received the latest SOR/ DSR and
   updated circulars resulting into rework and delays.
4. Delayed administrative approval process. The physical file
   movement process was very slow and time consuming.

                                                                                    4
Estimation      Tender Management   Work Order Management   Billing Management



1. MIDC used manual process for DTP preparation and approval.
   This was a time consuming process.
2. Tender documents for different types of tenders was not easily
   available.
3. Manual collection of all tender drafts from each division office
   and then publishing tender notice through main office was time
   consuming process.
4. Lack of visibility and traceability of tenders.


                                                                                     5
Estimation    Tender Management   Work Order Management   Billing Management



1. Work Order and Agreements format for zone office were not
   uniform resulting into non-standardization.
2. No uniformity in terms and conditions in Work order and
   Agreements leading to deviations from prescribed procurement
   norms.




                                                                                  6
Estimation        Tender Management    Work Order Management   Billing Management



1. Preparation of abstracts from MBs manually were error prone and time
   consuming
2. Difficult to handle situations like part and reduced rates in manual process.
   Chances of omission were high.
3. Difficult to track and recover advances and reconcile material advances.
4. Inadequate checks of terms and conditions in work order and agreements
   while preparing bills.
5. Management of security and other deposits was difficult.
6. Escalation statement preparation was tedious and time consuming.



                                                                                       7
Offerings by WMS




                   8
Budget &                         Asset Inventory    Finance &           HR &
                   Works
 Estimate                         & Maintenance      Accounts        Establishment
                 Management
Management                         Management       Management       Management

                                                      Maintenance      Personnel Info
  Schedule of                            Asset
                  Pre Tendering                       of Statutory       – Service
    Rates                              Inventory
                                                       Registers           Books



 Rate Analysis                          Work            Grants          Office Asset
                    Tendering
                                      Scheduling      Management        Information



  Preliminary         Post           Maintenance      Cash & Bank       Court Case
  Estimation        Tendering        Scheduling          Book           Monitoring



                                                      Expenditure       Response to
   Budgeting       MIS Reports       MIS Reports
                                                      Monitoring          Queries



  MIS Reports                                         MIS Reports       MIS Reports




                                                                                        9
Pre Tendering             Tendering               Post Tendering

  Proposal Approval                                Contract Management
                             Registration of
                              Contractors
Administrative Approval                              Project Monitoring

  Technical Sanctions                                 Quality Control
                              Tendering :
                          e-Tendering & Offline
   Detailed Estimate                                Measurement Books

  Preparation of DTP                                RA Bills & Final Bills
                              MIS Reports
     MIS Reports                                        MIS Reports




                                                                             10
11
12
13
14
WMS automation @
  Maharashtra Industrial
Development Corporation


                           15
Based on the “logged in” user permission, the menus specific to his role in the organization is
displayed. The following depicts an Assistant Engineer’s menu screen. The Work Status screen
provides an overview of various processes and the no. of works pending against each process.




                Configurable Menu as per                       No. of works pending in each
               user’s role in the organization                  process helps the user to
                                                                schedule his action items.




                                                                                              16
Administrative Approval is a process to get the financial sanction that begins with the creation of
work. Work area for creating a Docket for the Administrative Approval which captures various
information required for the Administrative Approval.



                                                                              Capture various attributes
                                                                                related to the work.




                                                             Set of Documents required for the
                                                                  Administrative Approval.




                                                                                                           17
Having got the Administrative Approval done, let see how the dockets for Technical Sanction are
prepared.




                                        List of Technical Sanction Dockets    The Technical Sanction
                                         – Detailed Estimate (One of the     Documents will flow among
                                               Important Documents)           authorities for Approval.




                                                                                                          18
The items for creating an Estimate for a Technical Sanction can be added from Schedule of Rates.
The items are divided into various categories called chapters.




                                                                           Various Chapters are
                                                                              defined inside
                                                                            Schedule of Rates.




                                                                Edit the
                                                                details




                                                                                                  19
You can Add Resources, provide coefficients, add the overheads and complete the Rate Analysis
of an item. You can also copy the Rate analysis from an existing item.




                                                                                           20
We will now proceed for the procurement of works through the Tender Process. Tender Process
includes Creation of Draft Tender Papers and Notice Inviting Tenders.




                                                          The important dates associated
                                                           with the Tender Process are
                                                                     captured.




                                                No. of envelops required to be
                                             submitted in a bid like Pre qualification
                                                 forms, Technical forms and
                                                      Commercial details.




                                                                                              21
User defines various tender conditions, clauses and document applicable for the Tender and
Generates the Draft Tender Papers.




                             Select the document from the
                             list for which you want to
                             specify the amendment.




                                                                                             22
The complete set of Draft Tender Papers then flows through various authorities which are
configured in the Administration module based on Nature of work, subtype of work and the financial
powers allocated to that Authority.




                                                                                               23
Tendering Process is directly Integrated with e-tendering System. e-tendering process generates
L1 for each tender, Generated L1 Contractor are added in system for Tender Approval Process.




                                                                                             24
Upon Acceptance of the bidder and on submission of the Performance Security Deposit, agreement
is done and work order is issued.




                                                                                           25
Based on the Milestones defined in the agreement, the agency gets paid for the work completed.
This is taken care by the Billing Management Module of WMS.




                                                                                             26
Having approved the measurements let us apply the recoveries & appropriate taxes to Be charged.




                                                                                            27
Key Performance Statistics @ MIDC




                                    28
Budget Year / Modules   2012-13

Estimate Prepared              1350
Technical Sanction             750




                                        29
30
45


40


35


30

25


20

     Mannual Days
15
     System
10


 5

 0




              31
Summary




          32
•   WMS has transformed the way in which infrastructure assets are budgeted,
    approved, procured and billed at Maharashtra Industrial Development
    Corporation
•   It is a sea change from the previous cumbersome manual process
•   It has dramatically reduced time for
      o Estimation
      o Technical sanctions
      o Notice Inviting Tender
      o Tender Approval
      o Work Order Sanction
      o Billing

•   It has created transparency, visibility and increased compliance across all works
    processes



                                                                                        33
Works Management System at MIDC

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Works Management System at MIDC

  • 1. Product of SoftTech Engineers Pvt. Ltd.
  • 2. • Challenges / Areas of Improvement before WMS implementation • WMS offering • WMS automation at Maharashtra Industrial Development Corporation • Key Performance Statistics • Summary 2
  • 3. Challenges / Improvement Areas Before WMS Implementation 3
  • 4. Estimation Tender Management Work Order Management Billing Management 1. MIDC used manual process for preparation, rectification and modification of Schedule of Rates(SOR/ DSR). Finalization of SOR/ DSR used to take months. 2. Tracking of SOR/ DSR rates in estimates was challenging in the manual process. 3. Not all MIDC ward offices received the latest SOR/ DSR and updated circulars resulting into rework and delays. 4. Delayed administrative approval process. The physical file movement process was very slow and time consuming. 4
  • 5. Estimation Tender Management Work Order Management Billing Management 1. MIDC used manual process for DTP preparation and approval. This was a time consuming process. 2. Tender documents for different types of tenders was not easily available. 3. Manual collection of all tender drafts from each division office and then publishing tender notice through main office was time consuming process. 4. Lack of visibility and traceability of tenders. 5
  • 6. Estimation Tender Management Work Order Management Billing Management 1. Work Order and Agreements format for zone office were not uniform resulting into non-standardization. 2. No uniformity in terms and conditions in Work order and Agreements leading to deviations from prescribed procurement norms. 6
  • 7. Estimation Tender Management Work Order Management Billing Management 1. Preparation of abstracts from MBs manually were error prone and time consuming 2. Difficult to handle situations like part and reduced rates in manual process. Chances of omission were high. 3. Difficult to track and recover advances and reconcile material advances. 4. Inadequate checks of terms and conditions in work order and agreements while preparing bills. 5. Management of security and other deposits was difficult. 6. Escalation statement preparation was tedious and time consuming. 7
  • 9. Budget & Asset Inventory Finance & HR & Works Estimate & Maintenance Accounts Establishment Management Management Management Management Management Maintenance Personnel Info Schedule of Asset Pre Tendering of Statutory – Service Rates Inventory Registers Books Rate Analysis Work Grants Office Asset Tendering Scheduling Management Information Preliminary Post Maintenance Cash & Bank Court Case Estimation Tendering Scheduling Book Monitoring Expenditure Response to Budgeting MIS Reports MIS Reports Monitoring Queries MIS Reports MIS Reports MIS Reports 9
  • 10. Pre Tendering Tendering Post Tendering Proposal Approval Contract Management Registration of Contractors Administrative Approval Project Monitoring Technical Sanctions Quality Control Tendering : e-Tendering & Offline Detailed Estimate Measurement Books Preparation of DTP RA Bills & Final Bills MIS Reports MIS Reports MIS Reports 10
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  • 15. WMS automation @ Maharashtra Industrial Development Corporation 15
  • 16. Based on the “logged in” user permission, the menus specific to his role in the organization is displayed. The following depicts an Assistant Engineer’s menu screen. The Work Status screen provides an overview of various processes and the no. of works pending against each process. Configurable Menu as per No. of works pending in each user’s role in the organization process helps the user to schedule his action items. 16
  • 17. Administrative Approval is a process to get the financial sanction that begins with the creation of work. Work area for creating a Docket for the Administrative Approval which captures various information required for the Administrative Approval. Capture various attributes related to the work. Set of Documents required for the Administrative Approval. 17
  • 18. Having got the Administrative Approval done, let see how the dockets for Technical Sanction are prepared. List of Technical Sanction Dockets The Technical Sanction – Detailed Estimate (One of the Documents will flow among Important Documents) authorities for Approval. 18
  • 19. The items for creating an Estimate for a Technical Sanction can be added from Schedule of Rates. The items are divided into various categories called chapters. Various Chapters are defined inside Schedule of Rates. Edit the details 19
  • 20. You can Add Resources, provide coefficients, add the overheads and complete the Rate Analysis of an item. You can also copy the Rate analysis from an existing item. 20
  • 21. We will now proceed for the procurement of works through the Tender Process. Tender Process includes Creation of Draft Tender Papers and Notice Inviting Tenders. The important dates associated with the Tender Process are captured. No. of envelops required to be submitted in a bid like Pre qualification forms, Technical forms and Commercial details. 21
  • 22. User defines various tender conditions, clauses and document applicable for the Tender and Generates the Draft Tender Papers. Select the document from the list for which you want to specify the amendment. 22
  • 23. The complete set of Draft Tender Papers then flows through various authorities which are configured in the Administration module based on Nature of work, subtype of work and the financial powers allocated to that Authority. 23
  • 24. Tendering Process is directly Integrated with e-tendering System. e-tendering process generates L1 for each tender, Generated L1 Contractor are added in system for Tender Approval Process. 24
  • 25. Upon Acceptance of the bidder and on submission of the Performance Security Deposit, agreement is done and work order is issued. 25
  • 26. Based on the Milestones defined in the agreement, the agency gets paid for the work completed. This is taken care by the Billing Management Module of WMS. 26
  • 27. Having approved the measurements let us apply the recoveries & appropriate taxes to Be charged. 27
  • 29. Budget Year / Modules 2012-13 Estimate Prepared 1350 Technical Sanction 750 29
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  • 31. 45 40 35 30 25 20 Mannual Days 15 System 10 5 0 31
  • 32. Summary 32
  • 33. WMS has transformed the way in which infrastructure assets are budgeted, approved, procured and billed at Maharashtra Industrial Development Corporation • It is a sea change from the previous cumbersome manual process • It has dramatically reduced time for o Estimation o Technical sanctions o Notice Inviting Tender o Tender Approval o Work Order Sanction o Billing • It has created transparency, visibility and increased compliance across all works processes 33