JN Bentley: Contract Management & ERP. 15 th April 2014

Transcription

1 JN Bentley: Contract Management & ERP 15 th April 2014

2 Agenda Solution Overview Software Demonstration Feedback & Next Steps

3 Software Demonstration Winning Work Supplier/Sub-Contractor Tendering Contract Mobilisation Procurement Plant Cost Management Commercial Cost & Value Supplier Management Electronic Trading Sub-Contractor Management Contract Management General Head-Office Reporting & Management Information General Other

4 Core Solution Components IE Framework Simplifies integration Configurable style sheet mapping Web services/xml data interchange Causeway Mobile Workforce Valuations Causeway Vendor Management Budget Re-Budget Causeway Estimating Causeway ECM Content management & collaboration CVRs 3 rd Party Business Applications Direct Labour Forecast Journals Labour Timesheets Subcontract Orders & Packages Invoice Matching Causeway Financial Accounting Causeway Project Accounting Requisitions On-Off Hires Material Plant Orders GRNs Project documents, drawings, s Version control, audit, security Integration with Microsoft desktop authoring applications & mobile Business process management Configurable forms and workflow engine for automating business processes For example: - Site forms & processes - Variations - RFIs - Inspections -... etc Causeway Business Intelligence Labour Report Project Status Reports Configurable reporting tool Surfaces data via familiar Excel interface Transactional drill-down & ability to slice and dice data Cost to Complete etc

5 Winning Work

6 Winning Work Process Requirement Tender Workflow Tender information/tracking document Estimating module Subcontract Tender Subcontract tender enquiry

7 Supplier/Sub-Contractor Tendering

8 Supplier/Sub-Contractor Tendering Process Requirement Purchase Tender Tender requisition Allocate tender requisition to a buyer Tender enquiry Send tender enquiry electronically to suppliers Subcontract Tender Send subcontract tender electronically to suppliers

9 Contract Mobilisation

10 Contract Mobilisation Process Requirement Contract Form Contract form Contract form that has the capability to link parent and child fields New contract from a copy of the current contract Contract Work breakdown structures Client Contact Client contact database

11 Procurement

12 Procurement Process Requirement Contract Allocate costs against a work breakdown structure Goods received document Purchase Purchase requisition Populate optional questions based on item from product library Allocate purchase requisitions to a buyer Purchase enquiry Purchase order

13 Procurement Process Requirement Purchase Categorised product library Material, own plant & training libraries Multiple supplier prices against a single product form Limited value purchase order

14 Plant Cost Management

15 Plant Cost Management Process Requirement Contract Plant & equipment loss/stolen form Plant & equipment damaged form Plant Hired plant order Weekly hired plant return Transfer hired plant between contracts Plant off-hire/partial off-hire Assign/move plant to/from contracts

16 Plant Cost Management Process Requirement Plant Internal plant database A categorised plant library Fuel costs

17 Commercial Cost & Value

18 Commercial Cost & Value Process Requirement Commercial Cost reallocation Rates document Cost to complete Forecasting Commercial valuation --- Measure entry Cost enquiry

19 Supplier Management

20 Supplier Management Process Requirement Supplier Supplier database Supplier approval/suspension/ban supplier Supplier performance document

21 Electronic Trading

22 Electronic Trading Process Requirement Purchase Send purchase order electronically to suppliers Accounts Electronic receipt of invoices/credits 3-way matching process Invoice queries Invoice exceptions

23 Sub-Contractor Management

24 Sub-Contractor Management Process Requirement Subcontract Tender Subcontract tender requisition Allocate subcontract requisitions to buyer Convert tender contract to contract document pulling through details Subcontract Subcontract requisition Allocate subcontract requisitions to a buyer A categorised activity library Subcontract enquiry 34

25 Sub-Contractor Management Process Requirement Subcontract Subcontract order Subcontract liabilities Subcontract payments Send subcontract payment notifications electronically

26 Contract Management

27 Contract Management Process Contract Management Requirement Site diary

28 General Head-Office

29 General Head-Office Process Requirement Plant Mobile phones & dongles database Allocate phone/dongle to employee Labour Resource Managing labour Managing training HR Job vacancy requisition form Electronic job application process New candidate form

30 General Head-Office Process Requirement HR Send internal notifications to the candidate New employee profile Employee forms Weekly labour timesheets Staff timesheets Payroll functionality Employee absences

31 General Head-Office Process Requirement HR Assigning company car document to employees Employee mileage record Calculate distance travelled from employees home to site address Holiday entitlement & requests

32 Reporting & Management Information

33 Reporting & Management Information Process Requirement --- Vision reporting Livestax Dashboards Dashboards

34 General Other

35 General Other Process Requirement User Interface Bespoke views Setting a default contract Notifications Notifications Export Data to Excel Exporting data to Excel Forms New bespoke forms Dynamic forms Modify existing forms

36 General Other Process Requirement Workflow Workflow approval Workflow capability Workflow designer Workflow actions Contract Level Security Contract security

37 Feedback & Next Steps

38