executive proposal @ ram updated

Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA

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Executive proposal

Subject: Openerp Implementation Authors: Mr. Satyamitra maan

Client: Mr. RAMRAJUCEL RAJU Date: 30/05/2013 Type: Confidential Contract-id: OE4Y0350

OpenERP4You Plot no -61, Sector 8 Faridabad-121006, INDIA Mobile : +91- 9990539414 +91- 7500440005 Fax: +91-11-26671469 Email: [email protected] Website: www.openerp4you.in

AMERICAN GRANITE & TILE 3480 Broadmoor Ave Kentwood, MI 49512 Tel: 616-940-1575 Fax: 616-940-2633 Email: [email protected] Website: www.agtstone.com


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Table Of Contents

1 Summary __________________________________________________________________________ 3

1.1 Standard Implementation methodology _____________________________________________________ 3

2 Pre analysis & standard system setup ____________________________________________________ 4

2.1 Pre-analysis & Standard System Setup ______________________________________________________ 4

2.2 Pre-analysis Process Map _________________________________________________________________ 5

3 Custom Implementation _______________________________________________________________ 6

3.1 Development process ____________________________________________________________________ 6

3.2 Scope outline _________________________________________________________________________ 7

3.3 Data Migration from other system _________________________________________________________ 8

4 Go live maintenance, support and care packs (optional) _____________________________________ 9

4.1 Our Support Services including support from OpenERP _________________________________________ 9 4.1.1 We provide you complete guarantee even after successful implementation and go live, this is to make sure

that users will love using OpenERP. _____________________________________________________________________ 9 4.1.2 We also keep assisting you to adopt the best business practices. ____________________________________ 9

4.2 Monthly support plans with Update to Enterprise edition _______________________________________ 9

5 Payment terms & bank details _____________________________________________________ 10

5.1 Total project cost ______________________________________________________________________ 10

5.2 Development time estimate ______________________________________________________________ 10

5.3 Payment terms ________________________________________________________________________ 10

5.4 Bank details __________________________________________________________________________ 10

6 Other engagements _______________________________________________________________ 11


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1 Summary

The purpose of this document is to present the executive proposal summary with financials to execute the project requirement

1.1 Standard Implementation methodology

We suggest agile implementation methodology as mentioned below.

• We install and configure standard openerp .

• We install modules among standard.

• We will provide you 32 hours of user & module configuraton training.

• You work with us to evaluate standard OpenERP and your business needs.

Standard Pre-analysis

• Detailed analysis of business needs and custom developments

• Screen and business logic designs

• Data import

• Workflow designs

• Reports and dashboard designs.

Custom Implementation

• System intigration with external portals ( if requried )

•Defining phase 2 and phase 3 for the project.

•User training & Specific User documentation .

•Maintinence and support.

Complete Go live


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2 Pre analysis & standard system setup

2.1 Pre-analysis & Standard System Setup

This package include the following OpenERP related services provided by OpenERP4You.

• The system (OpenERP v.7) needs to be installed on a dedicated server. Linux based.

OpenERP Installation

• Configure all relevant services on the server as well as regular backup of the database onto an external NAS drive.

System Backup

Configuration

• The OpenERP modules installation required by you such as CRM, Lunch Management, Accounting & Finance, Point of Sale, Purchase Management , Sales Management, Employee Management an so on according to your screenshot.

Module Installations

• We will train your users on standard openerp configuration and installation procedure.

• Management level discussion in order to decide about Custom Developments.

User Training and

Discussions


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2.2 Pre-analysis Process Map

Here we show you steps by step pre- analysis process with the number of days required to perform them and price of pre analysis.

Description Period Price (USD )

Pre-analysis & Standard system setup online

4-6 days $ 1500

.

User trainings and system discussions ( 2 days )

setup acess rights /groups and roles System user training

System configuration as per business needs( 1 days )

Based on Use-CasesBased on system requirement

specifications document

Hardware and system setup and module instalations as per business needs ( 2 day )

We need to understand Goals of the project

Company overview and business vision

Business need discussion with your project manager ( 1 day )


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3 Custom Implementation

3.1 Development process

Detailed functional specification document has to be provided in detail, after detailed system study and understanding complete development snapshots, please find below our standard development methodology with a project quotation.

Description Dev (Hour) QA(Hour) Project Mgt(Hour) Price($)

OpenERP customization Estimate as per our initial understanding of business workflow

416 124 62 9048

1• Detailed analysis

• Screen Design (Add custom fields to the forms )

2• Local software/Module instalation

• Data import for testing purposes

3

• Inter-departmental workflow design ( sales - Reciept -dilivery -invoice ) etc

• Dashboard /Report Design

4

• System integration and custom workflow quality assurance

• Overall System Quality assurance

5

• Acess right configuration

• User Training

• Go live


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Above quotation is based on the system requirement explained by Mr Ram through team viewer and our understanding of the similar development through OpenERP. Detailed development specification document will be provided lator.

3.2 Scope outline

The project is aim at customizing OpenERP in order to bring up a functional replica of existing working system at American Granite & tile while using standard openerp Accounting

Whereas the scope involves the customization of the following module

Sales order and delivery management.

Purchase order and receipts management.

Multiple warehouse Inventory and store management.

Product tagging and product holding system.

Cost distribution system on product receipt just for reporting.

New fields in Leads to replace customer visits functionality of existing system.

Custom fields in customer and supplier master.

While the system configuration also involves basic configuration of existing OpenERP accounting system limited to overall project estimate.

We will also provide brief technical module description with each of our custom module in order to understand what it does.

We will also make sure that you will be able to install all existing OpenERP modules.


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3.3 Data Migration from other system

Dedicated resource will work on migration from your existing system to OpenERP.

Description Estimated time Price (USD/hour ) Estimated cost

Data migration 40 hours $ 20 $800

Note: Time estimation for data migration is completely based on amount of data and its complexity. Our

estimation is just based on our general experience but it can vary on times and will be billed as per actual.

currnet system

Data export in xls/csv files

Migration script

Data import

OpenERP


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4 Go live maintenance, support and care packs (optional)

4.1 Our Support Services including support from OpenERP

4.1.1 We provide you complete guarantee even after successful implementation and go live, this is to make sure that users will love using OpenERP.

4.1.2 We also keep assisting you to adopt the best business practices.

4.2 Monthly support plans with Update to Enterprise edition

All our support plans will include your software update to enterprise (professional) edition of OpenERP and you will receive a professional edition key from OpenERP. We may need to discuss about the same since price differs as per geography and location.

Description Per User /year 10 users/year 20 users /year

Silver Pack $ 420 $ 4200 $ 8400

Gold Pack $ 480 $ 4800 $ 9600

Platinum Pack $ 540 $ 5400 $ 10800

Support and Care Pack

User Trainings

Silver

Gold

Platinum

Unlimited bug fixing

Silver

Gold

Platinum

Migration to latest version

Silver

Gold

Platinum

Specific modular

docuemtations

Gold

Platinum

Customizations

Gold

Platinum

Reports

Platinum


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5 Payment terms & bank details

5.1 Total project cost

Total project cost ( A( Pre analysis & system installation) + B( specific customization ) + C ( data import ) )

-> $ 1500 + $9058 + $ 800 = $ 11348

Total estimated project cost = $ 11348

5.2 Development time estimate

Total project estimate is 6 weeks = 30 Working days

5.3 Payment terms

40 % advance before start of work i.e $ 4539.20

Rest of the amount is divided equally among 4 weeks starting from 2nd week i.e $1702.20 / week or on deliverable’s whichever is earlier.

5.4 Bank details

Company Name - OpenERP4you Prop. - Satyamitra Bank Current A/c No. - 107905500153 IFSC Code For: NEFT/ RTGS - ICIC 0001079 Faridabad Sector 7 Branch For Overseas Transfer of Funds: SWIFT CODE : ICICINBBCTS AD CODE : 6390078-3610159


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6 Other engagements

Our Aim: We will be responsible for Pre- analysis at your organization. Pre-requisite: 1 decision maker to accept or reject the work done by consultants. Minimum 1 project manager from client is compulsory to start the pre-analysis/

implementation. Project manager and decision maker can be same person or other.

Your Responsibility: You will be responsible for providing us all the information and data on time. You will be responsible for organizing interviews with end users. You will be responsible to provide a project manager at your end entertaining us

for the data and information required. You will be responsible to arrange a workspace specifically for the consulting

team during pre-analysis and pre-implementation as for questionnaire and interview sessions with users.

You will be responsible to organize travelling, accommodation, and food facilities for the consultant team visiting you.

Other Terms

OPENERP4YOU hold the legal right to request for the pending payments Complete source code of the system will be provided only after complete

payment until time you can validate the system on our server. Any legal actions will be entertained at New Delhi court of jurisdictions (India). Payments need to be served on time in-order to avail uninterrupted services.

executive proposal @ ram updated

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