Project, Process & Product Lifecycle Management

ProductDossierThe 3PLM Company

Confidential – Property of ProductDossier

Automation & Robotics Industry

1Project, Process & Product Lifecycle Management

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 (30+), 100% growth in two successive years• Privately held, funded by India Innovation Investors

TouchBase ValueWorld-class product at affordable costProduct 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

2Project, Process & Product Lifecycle Management

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

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Company, Accolades & Partners

Amongst the most Innovative & Emerging Companies

- Nasscom

Only Asian company amongst Top global PLM companies

- Desktop Engineering

Pune IT Icon- Data Quest

(Dec 2006)

PartnersFounded :: 2000Corporate HQ :: PuneGlobal Offices :: UK,USAReseller NetworkFounding Team :: IIT, IISc etc.

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Partial list of Customers

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Key Issues for a Customer

Managing Projects

planning & execution

How do I manage billing reports,

see project profitability

I want to manage resource allocation, loading, costs, skill

sets, roles, timesheets

I need project dashboards & Knowledge

Management

Managing project

drawings, documents

with different revisions

I want to manage my presales &

Other Processes

How do I manage my

tasks, project hrs and task assignment

How do I see manage quality checklists, ISO

etc

Multi location collaboration,

Project Permissions

6Project, Process & Product Lifecycle Management

Typical Corporate Scenario

TimesheetManagement

KnowledgeManagement

Reports & Dashboards

Enquiry/RFQManagement

QualityManagement

Program/ProjectManagement

CustomerSupport

Product 1 Product 2 Product 3 Product.. n

Project 1 Project 2 Project 3 Project.. n

IssueManagement

Project Costing

Material/BOQManagement

ResourceManagement

DocumentManagement

Planning & Execution

VisualizationVariant 1 Variant 2 Variant ..n

Product DataManagement (PDM)

CAD/DesignEngineering

Supply Chain(SCM)

ERP (Manufacturing) 3rd Party Applications

7Project, Process & Product Lifecycle Management

Key Requirements – Project Level

S. No.

Requirements Details

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

2 Program/Project Management

• Create project and tasks using templates• Execution of the Task and Activities and monitoring the Project Progress

3 Customer Support Management

Customer Complaints

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

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

8Project, Process & Product Lifecycle Management

Key Requirements – Project LevelS. No.

Requirements Details

6 Schedule Management Planning and Execution, WBS, Gantt Chart with dependencies, Critical Path

7 Document Management Document Version/ Revision, Checkout/Checkin, Folder Creation, Release through Workflows

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

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

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

14 Visualization Viewing of Documents/ Drawings without having the native application

15 Product Data Management Revisions of BOM, ECR, ECO, ECN, Component development

9Project, Process & Product Lifecycle Management

Concept

1.Specifications2.Concept

Drawings3.Manufacturabi

lity Study

Concept Hardware Test Realization Integration

Hardware

1.Project Planning

2.Material Planning

3.Work Orders

4.Reliability Check

5.QA

Test

1.Testing2. Prototype

Realization

1.Work orders2.Component

Testing

Integration

1.Assembly Tests

2. Field Testing

Project Phases

Handover

1.Production2.Dispatch

Handover

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Organization Mapping &

Administration

Alerts, Notifications & Reminder

Permissions & Access Control

Data & Documents Repository

Reports & Dashboards

Workflow & Process Mapping

Integrations API

Planning & Execution

Resource Management

Document Management

Quality Management

Issue Management

Project Costing

Material /BOM

TouchBase Repository

TouchBase Technology StackTouchBase Technology Stack

TouchBaseTM – Engineering

Program / Project Management

Automation & Robotics Services

Timesheet Management

Knowledge Management

Enquiry Management

Customer Support Email Integrations

Office Integrations

CAD, ERP Integrations

Primavera Integrations

Finger Print Reader Integration

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TouchBaseTM - leverages and enhances existing investments

Reports & DashboardsReports & Dashboards

Existing Third Party Applications

TouchBase Applications

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Architecture

13Project, Process & Product Lifecycle Management

TouchBase: Implementation Methodology

Identify new Business Requirement

Analyze current“As Is Processes”

Review Industry Best Practices, agree on“To Be Processes ”

Implement TouchBase 3PLM

Experience Growth and

Benefits

3PLM

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Our Leadership – Your Value

Your Value TouchBase Our Competition

1 Fits your process • Adapts to your process, workflows and data

• Platform and reconfigurable “skin” approach

• Rules based workflow engine

• Forces you to learn new process, or,

• Extensive customization

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

3 Incremental adoption

• Automate few processes first• Next few processes use same platform

• Forces wholesale adoption -> more time, high initial cost

4 Ease of adoption • Minimal training• No specialized hardware – Windows or

Linux• Web based – no client software

• Extensive training• Complex deployment – client

software, multiple apps• Mostly Windows

Immediate ROI • Pays for itself within 4-6 months• Incremental adoption enables

verification• SaaS based fees reduces upfront cost

• No choice – buy expensive software, then maybe repent

• Pay everything upfront

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Transforming the organization

Benefit

Improve topline and bottomline

Control, visibility, predictability

Collaboration, Communication, Processes

Quality Processes and Compliances

Productivity and Global Competitiveness

Knowledge Management

0

20406080

100120140

BeforePLM

AfterPLM

RevenueProfit

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Product Demo