ERP Project Proposal sample

8/11/2019 ERP Project Proposal sample

1/18

Client Confidential

PROPOSAL

FOR DEVELOPMENT, DEPLOYMENT & TRAINING

of

ENTERPRISE RESOURCE PLANNING SYSTEM

to

Mr Usman Kha! ACA

CELEXICA TECHNOLOGIES (PRIVATE) LIMITED

111-CCA, 2nd Floor, Ph!" # Co$$"r%&l Ar"D"'"n!" Ho!&n A*hor&*+, Lhor", P&!*n

Phon"./2-#20-013, '4 ./2-#20-3/1526667%"l"4&%*"%h7%o$

Snd+, F"8rr+ 59, 2511

Pr"!"n*"d 8+:

QAZI M. ATIQ

D&r"%*or ; CTO*&


2/18

Client Confidential

PRO"ECT NAME C!*o$&="d En*"r@r&!" R"!or%" Plnn&n S+!*"$

D#$artm#nt IT S"r&%"! B RD

Pro%ramm#

Pro#'t D#(#o$m#nt TA

)*s!n#ss Conta't

T#'hn!'a Conta't

=& Mh$$d A*&>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>7

270 Th" @ro@o!l r"'"r! *o *h&! @ro@o!l nd ll o' &*! **%h$"n*! *h* r" @r* o' *h"@ro@o!l7

27# Th" !+!*"$ r"'"r! *o *h" !"* o' @@l&%*&on! %on!&!*&n o' *h" d"!&n @ro@o!l,d"!&n !o'*6r", nd r"l*"d hrd6r" nd !o'*6r" "


7/18

Client Confidential

S#'t!on Thr## ; SYSTEM FEATURES

Th" !+!*"$ &n*"r*"! &n*"rnl nd "4*"rnl $n"$"n* &n'or$*&on %ro!! *h"orn&=*&on, "$8r%&n '&nn%";%%on*&n, $n'%*r&n, !l"!, !"r&%" h$nr"!or%"!7 Th" !+!*"$ 6&ll *o$*" *h"!" %*&&*&"! 6&*h n &n*"r*"d !o'*6r" @@l&%*&on

6&*h *h" @r@o!" *o '%&l&**" *h" 'lo6 o' &n'or$*&on 8"*6""n ll 8!&n"!! 'n%*&on!

Th" !+!*"$ %n rn on r&"*+ o' hrd6r" nd n"*6or %on'&r*&on! "$@lo+&n d*8!" *o !*or" @ro%"!! d* nd o@"r*"! &n (n"4* *o) r"l *&$", 6&*ho* r"l+&n on@"r&od&% @d*"!7 &*h %o$$on d*8!", *h* @ro&d"! %on!&!*"n* loo nd '""l*hroho* "%h $odl"7

Th" !+!*"$ 6&ll &n%ld" *h" 'ollo6&n 'n%*&onl r"!7

1 F&nn%&l!2 Mn'%*r&n Pro%"!! Mn"$"n*

0 In"n*or+ Mn"$"n*# Pr%h!" Mn"$"n* Sl"! Mn"$"n*9 H$n R"!or%"! Mn"$"n*

F!nan'!as

F&nn%&l !+!*"$ $odl"! 'or 8oo""@&n nd %%on*! %*&&*&"!7 Th&! $odl" &n%ld"!*h" 'ollo6&n 'n%*&on!7

General Ledger: G"n"rl l"d"r ""@! %"n*rl&="d %hr*! o' %%on*! nd %or@or*"'&nn%&l 8ln%"!7 I* !@@or*! ll !@"%*! o' *h" 8!&n"!! %%on*&n @ro%"!!7 In *h&!$odl", '&nn%&l %%on*&n *rn!%*&on! r" @o!*"d, @ro%"!!"d, !$$r&="d, ndr"@or*"d7 I* $&n*&n! %o$@l"*" d&* *r&l o' *rn!%*&on! nd "n8l"! &nd&&dl 8!&n"!!n&*! *o &"6 *h"&r '&nn%&l &n'or$*&on, 6h&l" @r"n* %o$@n&"! %n roll @ ll 8!&n"!!!8!&d&r&"! nd &"6 *h" %on!ol&d*"d &n'or$*&on7 Th" GL 'n%*&on $+ 8" d"!&n"d nd%on'&r"d *o %o"r

Accounts payable !%h"dl"! 8&ll @+$"n*! *o !@@l&"r! nd d&!*r&8*or!, nd ""@!

%%r*" &n'or$*&on 8o* o6"d $on"+, d" d*"!, nd &l8l" d&!%on*!7 I* @ro&d"!'n%*&onl&*+ nd &n*"r*&on *o o*h"r r"! !%h ! %!*o$"r !"r&%", @r%h!&n, &n"n*or+,nd $n'%*r&n %on*rol7 Th" !o'*6r" !hold !@@or* *h" 'ollo6&n 'n%*&onl&*+ AP%o$@n+ @ol&%&"! nd @ro%"dr"!: !@@l&"r!;o%h"r $!*"r d*: @+$"n* %on*rol!:&no&%" @ro%"!!&n nd &n nl+!&!: @+$"n* @ro%"!!&n: ornl o%h"r @ro%"!!&n:AP l"d"r @o!*&n: %h"% @ro%"!!&n: AP *rn!%*&on! nd %on*rol!: nd AP r"@or*&n7

Fixed assets$n"! d"@r"%&*&on nd o*h"r %o!*! !!o%&*"d 6&*h *n&8l" !!"*! !%h! 8&ld&n!, @ro@"r*+ nd "


8/18

Client Confidential

Cost Accounting nl+="! %or@or*" %o!*! r"l*"d *o o"rh"d, @rod%*!, nd$n'%*r&n ord"r!7 I* @ro&d"! r&"*+ o' %o!*&n @@ro%h"! !%h ! !*ndrd, FIFO,LIFO, "r", *r"*, nd %*&&*+-8!"d %o!*&n (AC)7 Th" !o'*6r" !hold !@@or* *h"'ollo6&n 'n%*&onl&*+ %o!* d*: %o!* llo%*&on d"'&n&*&on!: %o!* llo%*&on @ro%"!!: %o!*$n"$"n*: %o!* nd !l"! @r&%" %l%l*&on: %*&&*+ 8!"d %o!*&n (AC): nd %*&&*+

8!"d %o!* *r%&n nd *r%&n7

Budgeting &nol"! 8d"*r+ %on*rol!, 8d"* %%on*&n, 8d"* d""lo@$"n*, nd8d"* llo%*&on7 Th" !o'*6r" !hold @ro&d" !''&%&"n* *ool! *o "n8l" d"*&l"d 8d"*d""lo@$"n* nd nl+!&!7 Add&*&onl 'n%*&onl&*+ !hold 8" &l8l" *o &n*"r*" 6&*h@ro"%* $n"$"n* !o'*6r" @@l&%*&on! "&*h"r n*&"l+ or 6&*h "4*"rnl &n*"r'%"!7

Accounts receiable*r%! @+$"n*! d" *o %o$@n+ 'ro$ &*! %!*o$"r!7 I* %on*&n!*ool! *o %on*rol nd "4@"d&*" *h" r"%"&@* o' $on"+ 'ro$ *h" "n*r+ o' !l"! ord"r *o @o!*&n

@+$"n*! r"%"&"d7 Th" !o'*6r" !hold !@@or* *h" 'ollo6&n 'n%*&onl&*+ AR %o$@n+@ol&%&"! nd @ro%"dr"!: %!*o$"r!;o%h"r $!*"r d*: 8&ll @ro%"!!&n nd &nnl+!&!: %r"d&* $n"$"n*: %!h;@+$"n* @@l&%*&on, r"%"&@* @ro%"!!&n: ornlo%h"r @ro%"!!&n: AR l"d"r @o!*&n: $l*&%rr"n%+ %%on*&n nd %on"r!&on!: AR*rn!%*&on! nd %on*rol!: nd AR r"@or*&n7

Financial reporting"n8l"! ro8!* nl+!&! o' %o$@n+ @"r'or$n%" *hroh d"l&"r"dr"@or*!7 Th"!" r"@or*! 6&ll llo6 &nd&&dl 8!&n"!! n&*! *o &"6 *h"&r '&nn%&l &n'or$*&on,6h&l" @r"n* %o$@n&"! %n roll @ ll 8!&n"!! !8!&d&r&"! nd &"6 *h" %on!ol&d*"d&n'or$*&on7 Add&*&onll+, !ol*&on! !hold @ro&d" !"r "n"r*"d r"@or*&n *ool! *h* r""!+ *o !" nd @ro&d" !''&%&"n* d"@*h o' nd %%"!! *o *h" '&nn%&l d* *o @"r$&*%o$@r"h"n!&" nl+!&!7

Pro'#ss Man*fa't*r!n% Mana%#m#nt

PMM "n8l"! *h" o@*&$&=*&on o' *h" $n'%*r&n @ro%"!! %h&n, !&n&'&%n*l+ %**&n*&$"-*o-$r"*, *&$"-*o-ol$" nd @rod%*&on %o!*!7 PMM MPM @ro&d"! @l*'or$ nd*h* ddr"!! *h" %o$@l"*" r" 'ro$ %on%"@*l @lnn&n, "n&n""r&n, o@*&$&=*&on nd$n"$"n* o' @ro%"!! *hroh d"l&"r+ *o *h" !ho@ 'loor7 I* $n"! Mn'%*r&n

%on%"@* @lnn&n, F%*or+ l+o* @lnn&n nd nl+!&!, 6or 'lo6 !&$l*&on, 6l-@*h!!"$8l+ @lnn&n, orlod! nd R"!or%" @lnn&n7

In(#ntor> Mana%#m#nt

Sol*&on! 'or &n"n*or+ $n"$"n* r" !"d 'or *h" r"%ord-""@&n o' ood! *h* r"6r"ho!"d, nd $n&n *h" $o"$"n* o' *h"!" ood! *o, 'ro$, nd *hroh6r"ho!"!7

Celexica Technologies (Private) Limited Confidential

P" 3 o' 13


9/18

Client Confidential

P*r'has# Mana%#m#nt

Pr%h!&n $n"$"n* "n%o$@!!"! ro@ o' @@l&%*&on! *h* %on*rol! @r%h!&n o'r6 $*"r&l! n""d"d *o 8&ld @rod%*! nd *h* $n"! &n"n*or+ !*o%!7 I* l!o &nol"!%r"*&n @r%h!" ord"r!;%on*r%*!, !@@l&"r *r%&n, ood! r"%"&@* nd @+$"n*, ndr"l*or+ %o$@l&n%" nl+!&! nd r"@or*&n7

Sa#s Mana%#m#nt

Th&! Modl" %o$@r&!"! o' Con*%* Mn"$"n* nd Sl"! Ord"r Pro%"!!&n Mn"$"n*7I* &! n &n*"r*"d !ol*&on %o$@r&!&n o' $r"*&n nd !l"! %*&&*&"!7 Orn&=*&on %n%* &$$"d&*"l+ *o &$@ro" !l"!, !"r&%" nd $r"*&n "''"%*&"n"!! 8+ !&n *h&!Modl"7 Sl"! Mn"$"n* $odl" &! ll 8o* r"*&n&n %!*o$"r!, &$@ro&n %!*o$"rlo+l*+ nd &n&n %!*o$"r &n!&h*7

Th&! $odl" l!o h"l@! *o +o "**&n +or %!*o$"r ord"r $n"$"n* "!&"r d+ 8+ d+7h"*h"r &* &! $&n*&n&n %!*o$"r &n'or$*&on,


10/18

Client Confidential

S#'t!on Fo*r ; SYSTEM TEC/NOLOGY & DESIGN

.


11/18

Client Confidential

S#'t!on F!(# ; TRAINING

0


12/18

Client Confidential

S#'t!on S! ; AMOUNT AND PAYMENT MET/OD

1st#m D#(#o$m#nt PKR

L&%"n!" '""N*&onl H"l*h Mn"$"n* In'or$*&on S+!*"$6&*h $odl"! %o"r"d &n *h&! @ro@o!l

2,5,555

Tota ,007,777

1m#nt an= Ma!nt#nan'#

A't!(!t> PKR

Tr&n&n

D"@lo+$"n* nd M&n*"nn%" 'or on" +"r

Tota 7

Tota Cost PKR ,007,777@

1m#nt M#tho=

M&l"!*on" @+$"n*! !hll 8" $d" *o *h" %o$@n+, &n *h" $on*! nd * *h" 'r"m#nt M!#ston# PKR

& S&n&n o' %on*r%* 5,555

&& TA 55,555

TA 55,555

TA 55,555

Co$@l"*&on o' &n!*l*&on nd Tr&n&n 055,555Tota ,007,777

1


13/18

Client Confidential

S#'t!on S#(#n ; /ARD3ARE RE4UIREMENTS

2st#m R#B*!r#m#nts

Th" ERP !+!*"$ 6&ll 8" %l&"n* !"r"r r%h&*"%*r" nd 6&ll r"


14/18

Client Confidential

S#'t!on E!%ht ; KEY PERSONNAL

Celexica Technologies (Private) Limited Confidential

P" 1# o' 13


15/18

Client Confidential

S#'t!on N!n# ; FORCE MA"EURE

6


16/18

Client Confidential

S#'t!on T#n ; CONFIDENTIALITY

1571 o*h @r*&"! nn&$o!l+ r"" *h*, 6h&l" *h" dr&n *h" %or!" o' *h&! @ro@o!l or* n+ *&$" '*"r6rd! &n *h" %!" o' &*! %%"@*n%" or d&!$&!!l, "&*h"r @r*+ 6&ll""@ !*r&%*l+ %on'&d"n*&l ll *h" &n'or$*&on r"rd&n &!!"!, 8!&n"!!, or o@"r*&on!

@"r*&n&n *o *h" o*h"r @r*+ nd *h" &n'or$*&on @ro&d"d 8+ CELEXICA7

1572 E4%"@* 6&*h *h" *hor&=*&on o' *h" %o$@n+ or d" *o *h" n""d 'or r"l*"d @r*&"! *o%ond%* o@"r*&on!, n"&*h"r @r*+ $+ d&!%lo!" n+ %on'&d"n*&l &n'or$*&on * n+*&$" *o n+ @"r!on7 o*h @r*&"! 'r*h"r r"" no* *o *rn o"r n+ %on'&d"n*&l&n'or$*&on *o n+ @"r!on, nl"!! 6&*h *h" 6r&**"n %on!"n* o' *h" o*h"r @r*+ or d" *o r"!on8l" n""d o' on" @r*+ *o 'l'&ll &*! o8l&*&on!7 o*h @r*&"! r"" no* *o %o@+or *rn!%r&8" %on'&d"n*&l &n'or$*&on7

Th&! %l!" do"! no* @@l+ *o *h" %on*"n*! l&!*"d 8"lo6

157271 Con*"n*! *h* r" @8l&% no6l"d" or *h* r" &n *h" %*"or+ o' %o$$onno6l"d":

157272 Con*"n*! *h* r" @8l&% no6l"d" d" *o @8l&%*&on! or o*h"r r"!on! ("4%ld&nn*hor&="d %*&on! or n"l&"n%"), nd *h* h" 8"%o$" %o$$on no6l"d":

157270 Con*"n*! @ro&d"d 8+ n+ *h&rd @r*+ 6&*ho* r"!*r&%*&on!, 'or 6h&%h %on*"n*! *h" !&d*h&rd @r*+ h! no "4@r"!! or &$@l&%&* o8l&*&on! *o ""@ %on'&d"n*&l:

15727# Con*"n*! *h* r" r"


17/18

Client Confidential

S#'t!on E#(#n ; PATENTS AND INTELLECTUAL PROPERTY RIG/TS

1171 o*h %on*r%*&n @r*&"! 6&ll 8" r"!@on!&8l" 'or @ro*"%*&on o' *h" @*"n*! nd*rd"$r! o' *h"&r r"!@"%*&" @rod%*!7

1172 CELEXICA rn*""! *h* *h" !+!*"$ @ro&d"d *o *h" %l&"n* 'or !" nd"r *h&!@ro"%* &! !8"%* *o %l&$! or l"l @ro%""d&n! '&l"d 8+ *h&rd @r*+ %on%"rn&n&n'r&n"$"n*! o' &*! @*"n*! *rd"$r!, &nd!*r&l d"!&n!, or o*h"r @ro*"%*"d r&h*!7All d&!@*"! *h* %on!"


18/18

Client Confidential

S#'t!on T#(# ; SIGNING

S&n*r":

Mn&n D&r"%*or ; CEO

S&n*r":

D&r"%*or ; CTO

Documents

ERP Project Proposal sample