touchbase - sample 1

TouchBaseTM

ContentsToday’s global project management landscape

Significant gaps in PPM solutions

The business cost of PPM solution gaps

TouchBase design strategy

What is TouchBase?

Understanding TouchBase solutions

TouchBase key differentiators

TouchBase modules & key capabilities

TouchBase business value

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Organizations embracing a ‘projectized’ way of work

Distinctly rapid technology advancements

Higher levels of project complexity and uncertainty

Thrust on faster value realization

Struggle for the ‘single version of truth’

Critical role of project & portfolio management solutions

Today’s global projectmanagement landscape.

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The critical ‘gaps’ inmost PPM solutions

Not configured for uniqueness of projects,industry, and organizationsGap 1

Do not comprehensively address businessfunctions

Gap 2

Lack robust integration with enterpriseapplicationsGap 3

Very poor organizational adoptionGap 4

Perception vs. RealityMost PPM Software are made to appear as the projectmanagement elixir when the reality is businesses are strugglingto integrate their functions into the ‘so-called best tool’.

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The business cost ofPPM solution gaps

The fallout: leaders clueless about the single version of truth.

On the other hand, organizations invested in enterpriseapplications such as ERPs, CRMs, HRMS, Accounting, etcand created complex technology islands.

Compromised version of truth3

1 Islands of enterprise applications

2 Questionable data integrity

4 Unconvincing decision-making

Negative impact to growth and profitability5

Product strategy calls for creation of a unique andvaluable position, involving a different set of activities.

External-customer orientedNew product developmentInternal initiatives

Design Driver

ProjectCategorization

Project importance andcomplexityPredictive, agile, and hybridapproachesBusiness processes,workflows, analytics, etc.Integration with ERPs, CRMs,Engineering, Accounting, etc.

Professional ServicesPharma & Life SciencesEngineering, Procurement,& Construction (EPC)Manufacturing & Engineering FMCGConsumer DurablesOthers

Industry-driven Organization-driven

Project diversity

TouchBase DesignStrategy

What is TouchBase?

Designed for “your”industry life cyclemethodology and businessprocesses

project typetemplates, checklists,and analytics

predictive, agile,hybrid approaches1

A comprehensive solution that addressesbusiness casebusiness processautomation

procurementfinancialsdocumentation

product developmentrisks & issuesengineering

scheduleproposalsquality

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Seamless integration with other enterprise applicationsERPs – SAP, OracleCRMs – Salesforce, MS Dynamics

Accounting – QuickBooks, TallyEngineering – AutoCAD

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Minimal customization95% configurableLess than 5% customization

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Completely digitized project landscapeworkflowsbusiness processesdocumentation

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Three core solutions that are aligned with the natureof the project as well as the industry.

TOUCHBASE. ONE PRODUCT. MULTIPLE SOLUTIONS. VARIED INDUSTRIES.

Understanding TouchBase

Project Type

Solution

- Professional Services- EPC- Solar- Software Development- Others

- Six Sigma Process Improvement- Tool Development- CAPEX Projects- Others

- Pharma- FMCG- Automotive- Others

Opportunity-to-Cash

Idea-to-Launch

Request-to-Completion

Projects for External Customers

New Product Development

Internal Initiatives

Industry Use Cases

Project Financials

Opportunity Management

Project Management

External Project ManagementNPD Project ManagementInternal Project ManagementWBS ManagementMeeting ManagementPMP Builder

Risk ManagementEnterprise Risk ManagementProject Positive RisksIssues & Action ItemsChange Request

Agile Project ManagementRequirements ManagementTicket ManagementInternal Request ManagementLessons Learned

Enquiry Management Enquiry Documents Proposal Line Items

Revenue & Billing Plan Budget Plan

Contract Proposal Builder

Margin CalculatorProject Billing Expense ReimbursementAccounts Payable

Debit Note Management Accounts ReceivableRevenue Recognition

Vendor Billing Enterprise Budget Credit Note Management

TouchBase Modules andKey CapabilitiesTouchBase Modules andKey Capabilities

New Product Development

New Product Idea & EvaluationTechnical Specs SheetFG ManagementTools/Molds ManagementNew Item ManagementBenchmarking ManagementTechpack & Applicant

Competition ManagementDossier ManagementQuery ManagementExperiment ManagementCommunication ManagementAnalytical Test Request

Stability Test RequestPilot Test RequestLOAProduct RegistrationSite RegistrationSite Inspection

Resource Management

Timesheet & Leave Management

Leave ManagementTimesheet Management Attendance Management

Resource MasterResource RequestsResource Allocation

Skills & CompetenciesAsset Master Asset Request

Asset Allocation Asset Maintenance

Document Management

Project Documentation Enterprise Documentation Distributed Vault


Quality Management

Technical Review Test Plan Management

Defect Management Quality Metrics

Master ManagementUser FeedbackSearch Index Personalization

Search & Advanced SearchMy WorkspaceAdministrationOrganization DefinitionAudit Trails

Enterprise Groups Alerts & Notifications Calendar Access Controls

Utilities

Project Procurement

Collaboration

Social for projects Supplier Portal Analytics ITGC Controls

Workflow Management Single Sign-On Mobile App

Customer MasterCustomer Portal Reports

BOQ Management MR Management PO Management GIN Management

Inventory ManagementCost Sheet Management PR Management

GRN Management GMR Management Vendor Enquiry / Quotations


TouchBase Business Value

A great product changes your perspective fromwhat it is to what it offers.

TouchBaseImpact

Ticking all the right boxes

2% - 5%Increased Project Profitability

10% - 25%Faster Product Launches

80% +First Time Right

1% - 5%Savings by Cost Control

10% - 40%Improved Productivity

TouchBase is designed to buildyour enterprise project management culture

Project management greatnessis a synergy betweenprofessionals and systems.

Lay the right foundation

Get the integration right

Ensure data integrity

Drive collaboration

Create Business Impact

For a 100% Digitized ProjectManagement Landscape

To Seamlessly Integrate withOther Enterprise Applications

For One Version of Truth to driveResilient Decision-Making

To Delight Your Customers andVendors

To Pursue 1.5x to 2x BusinessOpportunities

What Why

TouchBase is ready tobuild a project managementculture for your enterpriseAre you?

ProductDossier Inc. India OfficeTimeless Building, 2nd floor, 209, 1B/1A,Range Hills, Pune – 411020, INDIATel: +91 98902 91424 / +91 76209 00525

45, Prospect Street,Cambridge, MA 02139, USA+1 (508) 517-6440

Project Management First