An ERP Solution for Education and Training sector

Transcription

1 Training Management System An ERP Solution for Education and Training sector Overview An ERP Solution for Education and Training sector. Client: A top ranking Professional Training Institute. Technology Used Framework : MS DOT NET FRAMEWORK 2.0 Front End : ASP.NET + C# RAD Tools : VISUAL Studio 2005, Crystal Reports 10.x Web Server : MS IIS 6.0 Database : SQL Server 2.0 Source Control : VSS 6.0 D OS : Windows 2003 OOAD : MS Visio About the Solution A comprehensive web based ERP solution that has incorporated the various standardized processes of the Education & Training sector. It provides an end to end support for operations, across various key groups / divisions, viz Course Structuring and Evaluation Centre Operations Management Institutional Alliance Management Franchisee Centre Development & Management Inventory Management Accounting System Work flow Management System MIS & DSS

2 System Architecture UI Components USER Security Operational Management Communication Data Access Component Data Access Helper Data Store Business Logic /SPs Technology Highlights ASP.NET 2.0 best features Membership & Roles Master Pages Configuration Management Data Access Application Block Skins & Themes H/W Authentication HTTP compression for optimum performance AJAX Version Beta 2.0 Plus Design based on Microsoft Best Practices and Patterns CMMI level 3 Software Engineering Processes End to End Microsoft Technology Layered Architecture with blend of MVC model Business logic dense in Database Layer for improved performance Feature Highlights Highly integrated and parameterized system, incorporating industry standard processes for E&T operations. Rich web interface and Centralized Database Highly secure H/w authentication Role based user access Facility for public access to special users Data Authorization at Center level Look-up facility across the application Work flow support Notification support Supports interface to standard HR systems Report Builder Exhaustive MIS and DSS Support, Training, Migration & Integration Our implementation process may include data migration, integration with any existing applications, parallel runs, onsite staff training and different flavors of support models.

3 Course Structuring & Evaluation Comprehensive format for defining Parent Course and Child-course (Variants) and their sessions information Classification of Standard Courses, Combo Courses, Basic & Advanced courses, Correspondence courses and Courses for Studies Abroad Course Structure definitions maintained year wise with facility to copy similar course definitions from previous year sessions Workflow based Course Content Development and finalization Student feedback assessment through Mid Course & Comprehensive Course evaluation Defining the various Tests planned for courses Defining the Frequently Asked Questions for students reference Record FAQ FAQ Search Mid Course Evaluation Obtains enquiries from Students related to events/functions Evaluate Create Mother Course Create Sessions and associate items to session Check readiness of items for sessions Create Variants Create List of Tests to be conducted for a course

4 Course Structuring & Evaluation... Course Structure Definition

5 Franchisee Centre Operations Student Management Handling student Enquiries and Follow-up Student Registrations Batch Planning for Faculty planning for single or multiple sessions Batch assignment to student with fee plan generation Batch Transfers within same Centre and Different Centres Students Registering for Study Abroad courses Student Enquiries, Follow-up and registrations Documents submission Checklist Monitoring Student applications to Foreign university VISA follow up with checklist Scheduling and managing Computer Based Tests Centre Accounting System Fee collection from student against plan Fee collection from Institutes for batches conducted for a Institute tie-up Miscellaneous Fee receipts Centre Miscellaneous Expenses Cancellation of receipts along with On book fee receipt cancellation Reporting collections & remittances to Head Quarters thru weekly centre account statement. Others Center specific B-school databank with any tie-up information

6 Franchisee Centre Operations... Student Management at Centre Enquiry Follow up Not Converted Batch exists? Batch Planning Batch Creation F MRF Yellow Folder required Temp. registration Temp. registration required? Approved? Registration FPC Batch Assignment F Student Attendance Faculty Card Personal Counselling Session Abroad Courses - Student Document(s) monitoring

7 Franchisee Centre Operations... Other Support Activities CENTRE Nodal Centre Issue Receipt Student Batch Transfers Fee Receipt Cancellations Batch Cancellation requests Discount Requests Postal Conversion Requests B-School Form receipt Ackn. Inward Entry Issue & Receipt of Materials Material Management Material Management Issue of missed Materials

8 Franchisee Centre Operations... Batch Planning Faculty Planning

9 Franchisee Centre Development & Management Franchisee Enquiry Handling and Follow-up Survey reports with facility in the application for maintaining photographs taken during survey. Maintaining Franchisee Centre Databank Center Activation through checklist based closure of formalities Authorizing Courses specific to Centres Course fee definition specific to each centre (with facility for batch settings) Definition of slab-wise Fee Discounts and Flat Discounts that can be availed by student as per eligibility (Early Bird Discount, Group Discount, Loyalty Discount, Inaugural Discount, Privilege Voucher) Definition of fee slab based Installment Differential amount that is paid additionally when student opts for fee payment in installments. Approval of various Request from Centres viz Material Requests, Special Discount Requests, Special Installment Request, Batch Cancellation Request Daily communication & support to Centres Franchisee Operations Franchisee Enquiry Franchisee Enquiry Follow up Sent Achiever s Pack and Response Form Prospective Franchisee Receive Response Form Franchisee Survey - Photo Franchisee Survey Report Yes If eligible? No Franchisee: Business Unit Registration Update Franchisee Data Bank Check Formalities Completion Activate Franchisee

10 Franchisee Centre Development & Management... Approve Centre Request Send Discount Request Installment Request Batch Cancellation Request Receive MRF Review & Approval Request Define Master Information for Centre Discount Master Installment Differential Zone Master Centre Wise Course Fees Other Centre Support Activities Franchisee Daily Communication Update Approved MRF Maintain Centre Expenses incurred by

11 Franchisee Centre Development & Management... Prospective Franchisee Response Form - Comfort Attributes Prospective Franchisee Response Form - Investment Plan

12 Institutional Alliance Management Databank of B-School, National Universities, Foreign Universities and High Schools Prospecting Alliances with institutes for Advertisements, Sponsorships, Application Forms Sale Finalization of Alliance and further follow-up through invoice generation as per billing plan Distribution and sale of Application forms sale through Franchisee Centres. Setting annual targets for revenue through Institutional Alliances MIS on Total revenue generated, Target achieved Setting Yearly Targets for B-School alliances Daily Yearly Targets Finalize Target Forms Sale Receive B-School Forms Send Weekly Forms Sale Statement Distribute to Centres Centre Receive Return Unused Form Return Other Marketing Alliance Compile B-School Information Proppose Alliance Follow up if offer accepted? No Yes Generate Invoice as per billing plan Finalize Alliance

13 Inventory Management Inventory management Item definition for all categories of items (Study material, General Material, Stationary, Kits, Assembled items etc) Item costing with slab based rates or flat unit rates Template definition for Study Material, General material and General Master Material with options for setting Template cost and debit mode as 'On dispatch' or 'Debit once'. Stock Management with facility for adjustments Issue and return of items Alerts for Reorder Procurement & work orders Vendor database with rate-list (unit rates, slab based or flat amount based) Purchase and Work Order (for Printing, binding etc) generation with facility for job transfers Vendor rate history for item' indicator during Order generation Management of Material received against Orders thru Inward Control System and Material Receipt Note generation Updating Stock through measurement unit conversion Facility for Order Closure Defective Items' Management Distribution of Material to Franchisee Centres Multiple Items Dispatches based on Pending Material Requests for various categories of items Single Item Dispatches to multiple Centres based on item availability Handling items returned by centre against the Head quarter Delivery Challan Amount for Debit to Centres auto calculated based on item or template definition of free quantity, cost basis and re-dispatch of returned items to Centres without debit along with overheads of courier charges and taxes included. Debit Note Revalidation & Approvals Generation of requests for General Master Material (standard basic material distributed every session) for various Centres at

14 Inventory Management... Manage Item Order & Despatch Prepare GMMRF Centre Requests for Items (MRF) Update Stock Item Return Despatch Item (Delivery Challan) Available Check Stock Not available Item Order Purchase Order Print Order Job Order Centre Other Activities Receive Goods (Material Receipt Note) Define Item Templates Associate Templates with Variants Define Kits Under Templates Manage Vendor list & Item Rates Discard Items Manage Item Stocks

15 Inventory Management... Item Definition Template Definition

16 Postal Student Management Inventory management Defining courses and course material for Postal Handling Postal enquiries and registrations Converting a Regular student to Postal. Batch Planning with Study Material dispatch schedule for student Dispatch to single or multiple students as per due dates Convert Postal Enquiry to Postal Registration Centre Send Enquiry to Manage Item Templates Despatch Items along with Delivery Challan Course Enquiry Student Student Material Despatch for Postal Student

17 Work Flow Management Search facility for all WFM elements from single point. Facility to display active reminders all the time. Quick create facility for accounts & contacts. Recycle bin to view deleted data. Work flow based task management. Facility to set reminders against tasks. Tasks assignment against any WFM element. Facility for daily performance reports. Daily notes feature for self. Facility to set reminders for self & others. Complete event management including event agenda, marketing plan & documentation. Copy facility for events to copy documentation from existing events. Task assignment through events. Sharing of information through blog posts. Central repository for document management. Controlled access to accounts, contacts, MI & documents. Performance monitoring reports for MI purposes. Facility to give ideas visible to self & admin.

18 Head Quarters Accounting System & MIS Legal & Financial Formalities for activating New Franchisee Centres Setting Yearly Targets for Centres - Revenue and Student registration figures Summarizing weekly accounts statements from Centres and generating revenue report with share break-up with centre. Assessing Center performance

19 Our strength in E&T domain 60 person months of study and comprehension of E&T operations Pool of domain experts with rich experience in working on similar systems System validated by one of the Top ranking and process driven Training institutes - PT Education & Training Services Ltd., (PTETSL) * Client Reference* PT Education & Training Services Ltd., (PTETSL) Introduction PT Education & Training Services Ltd., (PTETSL) is one of the key national level Training institutes in India. With the education sector and its allied industries witnessing an unprecedented era of growth seemingly everlasting, PT with its present line of operations has ample leverage to move into various allied areas of education. Operations PTETSL's core competence lies in the area of System Design and Development of various classroom and online courses. The specialty of PT courses is the fact that they are extremely well-researched and innovative by nature. Spread PTETSL is Head Quartered at Indore in Central India and has its Franchisee Training Centres at more than 50 locations across India. Credentials PTETSL is one of the many institutes that measures up to a high standard standards of transparency, standardization and process orientation. To deliver consistently high levels of quality in their operations, PTETSL promises a unique TDPro engine which is a culmination of distilled years of wisdom and understanding of the PT team in the E&T operations. TDPro stands for Technology Driven Process Engine. It is the whole structure of PT the systematic documentation & implementation of every single process followed at PT. Be it course design, course delivery, centre infrastructure, faculty selection, faculty training, website content updation, students resources management, HR operations, marketing seminars, materials management, IPR control and management, or centre administration TDpro engine is geared to add value to all of them.