Our Modules and Their Key Features
Tracking

Opportunity Tracking
Dashboard to Reporting and Trend Analysis
Planning & Tracking, Self reminders, actions
Appropriate Intimation to Person in Line
Quantitative & Graphical
Projection & History
Notes on Won & Lost, Future Ref
Stages of Maturity of Customer journey
Lead to an Opportunity Conversion
Lead Entry

Tender Tracking
Editing - lost & won analysis data
Populate historical data
Bank guarantee, earnest deposit, track dates
Submission folder readiness
Tender target date & task completion status
Participating competitors
Set action with different roles. participation & notes for bid opening
Dashboard & graphical representation. Upload necessary Documents
Set tender assessment filters

CRM - cutomer and supplier
Customers
Contact update from opportunity
Contact update from tender
Category of contact – technical, stake holder, finance, authority
Last touch with contact – Quarterly, Half Yr, Yr
Suppliers and Vendors
Vendor financial capability recommendation
Success story, failure history & reasons
Last project participation period
Profile notes report & recommendation
Type, location, specialization
Management

Access Management
Audit Trail of Changes
Multiple Definitions of Function access
Detailed Settings for Each Role
Roles & Authority
Role Definition

Warehouse and Inventory Management
Dashboard for Local in charge & Consolidated view for Central In charge
Non moving Parts & dead stock
Tracks Consumption of Spares with AMC
Track EOL, Part No., Bar Code, QR Code interface
Centralize consumption pattern, Easy to negotiate & plan with distributors on price & delivery schedules
Minimum stock level monitoring for fast moving items
First Local Stores Stock, if not any other location
FIFI or LIFO, Average Value
Can manage Multi Country, Multi Location

Ticketing System
Report generation – client wise, period wise, office wise
Dashboard country head, company head
Warranty, out of warranty (Back-to-back OEM coordination)
Assignment of support action – e.g., procurement
Individual dashboard
SLA tracking against AMC
Email intimation, auto acknowledgement, reminders
Assignment chart
Client access against AMC contract ref


Role Based Dashboard
In future – we can evolve reporting
Individual role dashboard
Office In charge
Country head
Head of organization – one pager
Extended Modules

Vendor / Partner Management
Regional foot hold
Back-to-back SLA tracking
Partner – reliability & trust
Vendor – traceability & terms
Assessment & analysis of strength for Project alignment
Vendors & partners are equally important like customers
In sync with warehouse & CRM

Integration with Accounting Module - A Country-specific Customisation
Need to do API integration
Currently planned with tally API
Near future zero & quick book
Expense allocation framework
Prepare projected P&L for a project quote
Track project specific P&L health
Link with HR, payroll, expense claim system
Generic reminder to employees for submitting reports

HR, Task / Time sheet Management, Payroll, Leave Management
Employee auto reminders – leave, attendance, travel Exp
HR activity- joining, onboarding, documents, separation
Recruitment- advertisement, interview, recruitment, BGV
Travel, reimbursement of expenses
Attendance, time sheet
Leave management

Employee Salary to Payroll with Taxation – Country Specific Customization
Country specific taxation
Needs exploration & API integration
Appraisal cycle
Allowances & performance bonus
Payroll calculation & pay slip
Tax declaration
Tech Stack
GDPR Compliance
Role Based Access Mechanism
Security
Authentication
Authorization
AES Encryption
Type of Cloud and Services
AWS
Azure
Open Source
Laravel Framework
(PHP)
OS
Red Hat
Linux
Ubutu
Flexibility
Public Cloud
Private Cloud
On Premise
Cyber Security Precautions
PEN testing Script based test framework CI/CD to manage upgrades and releases
Data Base
MariaDB
MySQL
