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CETAS Information Technology Pvt Ltd

www.cetastech.com/ www.Navbuild.in

ERP Requirements Assessment Form – NAVBUILD for Microsoft Dynamics

Organization
Name
Location/ Phone
No
Website/Turnover
/ No of Employees
Name:
Title:
IT Contact Details
Mobile No:
Email Id:

Name:
Title:
Decision Makers
Mobile No:
Contact Details Email Id:

Business Type Real Estate Property Mgt Construction Others


(Pl tick) (Build & Sell) (Build to Own/Lease) Contractor (Project-Centric
(Build against Contract) Business)

Developer Leasing Civil Contractor PMC

Builder Maintenance Interior Fit-Out IT/ITES


Sub-
Vertical/Category Infrastructure BoT/ Maintenance
(Road, Dam, Tunnel, Port, (Oil &Gas, Marine etc.)
(Pl tick the Bridge, Railway)
applicable ones) EPC/MEP/Turnkey Consulting Services

Solar Power/ Automations/


PEB Bldgs Engineer to Order
Mfg
Current ERP Apps/
Accounting System

1. What caused you to start searching for a Construction Management Solutions? Why now?

2. Please provide your business process description: from the start of the estimation process to the Project
execution and contract termination. If you have one, please, share the chart of your processes
3. What are the limitations of the existing solutions?

4. What are the main improvements or Objective for your Construction ERP initiative? E.g.: Construction
business automations, Project Control improvements & Profitability?

5. How many Legal Entities that you have and No of locations (including Project site, Stores, warehouse) the
system will be used in?
a. Legal Entities b. Branches c. Project Locations

6. If you have multiple entities, then do you require inter-company transactions/postings and consolidation
of companies for a Group Level P&L?

Yes No

7. What is your preferred deployment model?


A. On-Premise Model B. Cloud Model

8. What stage best fits your organization's readiness for Construction ERP?

Early Exploratory Stage


• Searching for information about possible benefits/solutions
• Business approval and Budget is formalized

Early Committed Stage


• Need for project accepted
• Technical aspects being explored and understood

Fully Committed Stage


• Narrow list of implementation solutions
• Project team identified
• Budget approved
9. What are the module that you would require? Pl select the applicable ones
Module Descriptions (Y/N) Module Descriptions (Y/N)
GL Customer Masters
AR/AP Sales Mgt Sales Orders/ Quote
Cash/Bank Mgt Customer Invoicing
Budgeting Assets Maintenance, Utilizations
Bank Reconciliations Maintenance Equipment Rental/ Lease
Finance
Module
Statuary/Compliances Preventive Maintenance, Service Request
Fixed Assets Land Bank (Residential Developer Specific)
Project Accounting Promotion & Property Masters Definition
Revenue Recognitions Property Leasing, Billing
Material Mgt, Indent, RFQ, RFQ Management Property Maintenance, Advance
Comparison, PO, GRN Deposits, PDCs
Supply
Resource Mgt, Work Orders Mobile Apps
Chain
Inventory, Costing & Valuations NAVBUILD – Portal (Customer/Supplier/Employee)
Stores/warehouse Value- Adds Timesheet Mgt
Estimation, Tender/Bidding, BoQ,
Business Notifications/Alerts
Rate Analysis, Job Costing
Budgeting, Cash Flow Forecast No of Reports required
Document
Project Scheduling (MS Prints No of Documents to be Printed (sales
Project/Primavera Integrations) Invoices, Order, Chq Print etc)
Project Project Costing, Budget Vs Actuals
Basic CRM (Part of ERP – only Customer
Mgt Sub-Contracting, Approvals, and Master, Sales, Leads, Pipelines)
Industry Work Flow CRM
Jobs, M-book, Project WIP Advanced CRM with Sales, Marketing,
Change Orders, Project Site Mgt Campaign, Customer Service
Project Billing, RA Bills, Earned Value Any Other
Retentions, Claims Specific Req

10. Please provide number of system users planned, by roles: finance, project management, Procurement,
sales etc.
Microsoft Dynamics ERP
Core Users
Management Grand Total
Companies Supply Projects
Finance Projects Sales/Marketing/ Others Total Users
Chain Location
Operations
Entity -1 0 0
Entity -2 0 0

11. Do you have a timeline for your Construction ERP Initiative Decisions?
a) Choosing the Solutions/ Solution Provider -------------------------------------
b) Starting the project -------------------------------------
c) Completing the project and start using the system ------------------------------------

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