Business Capital Planning PowerPoint Presentation Slides
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The document discusses planning for a company's capital and resources. It covers assessing enterprise needs, functional areas like marketing and production, selecting and implementing an ERP system, and the various phases of an implementation project. Key aspects of selecting an ERP system are also outlined, like assessing requirements, choosing providers, and negotiating implementation support.
Business Capital Planning PowerPoint Presentation Slides
- 2. 2 Introduction This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Enterprise • Business Resource • Money • Manpower • Material • Machinery • Marketing • Methods Planning • Effective Application & Optimization of Resources
- 3. Functional Areas Overview • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 3 Master Data Management Research & Development Marketing & Sales Materials Management Production Finance & Accounting Controlling Human Resources Needs Assessment
- 4. ERP System Architecture Strata Customization Adaptation of GUI Integration Element (Workflow) Document Adjustments Adaptation Database Management System (DMBS) Interface with other Databases Data Storage Programming Environment Application Core Database- Independent Part Database- Dependent Part Use of Other Programs User Exit Applications Graphic User Interface (GUI) Web-Client Smartphone Apps Use 4
- 5. Task Categories Of ERP Systems Administration Data Storage for Business Transactions Scheduling Automation of Routine Operations Information Generations of Key Figures Analysis Evaluation, Time Series Models This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 5
- 6. ERP Project Progress By Stage Project Preparation • Project Objectives • Project Plan & Concept • Project Team ERP Software Selection • Requirements Catalogue • Market Testing • Requirement/ Performance Specifications • Procurement ERP Implementation • Data Migration • Key-User Training • Test Phase • Staff Training • Real Start Stage 1 Stage 2 Stage 3 6
- 7. Overview Of Implementation Process Planning&SelectionPhase Preparation/ Project Planning Project Organization Process Analysis Implementationphase Adjustment Implementing Conversion DesignThis slide is 100% editable. Adapt it to your needs and capture your audience's attention. 7
- 8. Planning & Selection Phase 01 02 03 04 05 06 07 08 09 10 11 12 Goal Definition Process Analysis Requirements Market Overview Screening Final Selection Decision 8
- 9. Implementation Phase Project Team Adjustment Technical Adjustment Broadening of Project Goals & Requirements Adjustment Of Process Or ERP System Migration of Master Data System Tests Documentation & Monitoring 9
- 10. Enterprise Resource Planning Funnel Support from Management Communication With Staff Project Preparation Realization & Implementation Situational Analysis- Basic Target Concept Software Selection Concept Fine- Tuning This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 10
- 11. Fine - Tuning Of Concept Formation of Project team Clear Goals & Targets Project Management Business Strategy Factors Project Installation Project Objective Project Schedule Establish Project Management From Project Team Kick-off Meeting Work Steps Clear Commitment to the Project Support from Management Communication With Staff 11
- 12. Situational Analysis- Basic Target Concept Formation of Project Team Business Strategy Factors Communication With Staff Understand Business Procedures & Processes Software Support Analysis Vulnerability Analysis Identify Optimization Potential Derive Requirements of Future Software Support Prepare Basic Target Concept (Requirements Specification) Work Steps Support from Management Assessment of Results 12
- 13. Software Selection Process Project Management Adaptability of ERP System Factors Communication With Staff First Market Research or Initial Selection Restrictions (by industry, size, distribution) Shortlisting (on the basis of requirement specifications) Restriction (through functionality) Final Selection (workshops, system presentations) Conclusion of Contract Work Steps Support from Management Participation in the Final Selection 13
- 14. Contract • Scope of Services • Probation Period • Warranty Period & Terms • Customization & Service Software Costs • Ongoing • One-Time Security • Access Protection • Adherence to Legal Requirements Maintenance • Scope & Costs • Response Time Installation • Consultation • Support • Training Other • References • Programming • Interfaces & Modularity • Safety of Investment 01 02 03 04 05 06 Software Selection Criteria 14
- 15. Software Selection Criteria Functionality • Requirements • Adjustment • Versatility Documentation • Thoroughness & Clarity • Structure • Relevance Performance • Operator Guidance • Screen Layout • Robust • Learning Curve • Manual & Help Function Service • Data Management • Response & Time Input • Error Checking & Correction • Simplicity Output • Choice of Output Medium • Formats & Layouts • Speed 01 06 05 04 03 02 Applied Selection Criteria 15
- 16. Fine - Tuning Of Concept Assessment of the Target Concept & the Final Project plan Compositi on of Project Team Discretionary Competence of Project Manager Systems Adjustments & Modifications Training for Users Project Management Factors Communication With Staff Expand Project Team (i.e., set key- users) Refine Project Plan Determine Decision- making Authority Definition of Target Processes, Interfaces & Systems Adjustments Data Migration Plan Set test & Training Plans (with involvement of key-users) Work Steps Support from Management 16
- 17. Realization & Implement Review of Results & Project Completion Adjustments in ERP System System Tests & Testing Procedures Training for Users Factors Communication With Staff Realization of Target Concept Creation of Pilot System Implementation of System adjustments & Data Migration Implementatio n of Training for Users Implementa tion of Extensive System Tests Improvements & Adjustments in Operations Work Steps Support from Management 17
- 18. V Model For Implementation Of ERP System Assessment Process Analysis Process Optimization Preparation of Requirement Specifications Signing of Contracts Launch Workshop Training Preparation of Functional Specifications Make Adjustments Test Go-Live Acceptance ERP Selection by Manufacturers Presentations Revise 18
- 19. Tips For Selecting ERP System Cost Planning Planning of costs & determining the budget directly affect the functionality of the ERP system & the selection of potential providers ERP Industry Solutions ERP solutions must adapt to the different requirement areas of various industry sectors Requirement Analysis A detailed review of the current business processes helps determine how future software should perform Versatility & Expandability The ERP System should adapt to the growing or changing needs of the company. Cost is, of course, an issue Usability Requirements The user interface is the meeting point between user & software. Therefore it must be clear & easily adaptable to the needs of the customer Analysis of Service & Support It is important to determine whether a company needs support after the implementation of ERP. Support can be provided, for example, by telephone, internet, or email 19
- 20. ERP Criteria List – Technical Requirement Point Criteria Notes M 0 1 Technical Requirements 1.1 General Functions 1.1.1 Multi-User Support 1.1.2 Adaptable to Countries 1.1.3 Foreign Language Support 1.1.4 … 1.2 Operating System 1.2.1 Windows 1.2.2 Linux 1.2.3 Apple 1.2.4 Other 20
- 21. ERP Criteria List – Functional Requirement Point Criteria Notes M 0 2 Functional Criteria 2.1 Marketing 2.1.1 Sales Planning 2.1.2 Marketing Planning 2.1.3 Product Management 2.1.4 Merchandising 2.2 Sales 2.2.1 Proposal Preparation 2.2.2 Pricing 2.2.3 Availability Check 2.2.4 Framework Agreements 21
- 22. ERP Criteria List – Provider Services Point Criteria Notes Quantity 3 Provider Services 3.1 References 3.1.1 Whole of Germany 3.1.2 Trade 3.1.3 Commerce 3.1.4 Manufacturing 3.2 Financing Concept 3.2.1 Purchasing 3.2.2 Rent 3.2.3 Leasing 22
- 23. ERP Implementation – Selection Phase Pay attention to how the project team is built (Management & Technical departments must be included) The project’s inventory of requirements should be as accurate as possible as it will later act as a basis for negotiations, and as a contractual basis A thorough Analysis of the company processes & functions should be carried out During the selection phase, a thorough supplier selection should take place & a formal project contract should be negotiated. This should include, for example, the support needed during implementation as well as during the initial period of operation Goals to be achieved with the introduction of software should be precise & realistic ERP 23
- 24. 24 • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Coffee Break
- 25. Chart & Graphs25
- 26. This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% DecNovOctSepAugJulJunMayAprMarFebJan 100% • Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Area Chart 26
- 27. Combo Chart • Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • Product 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 0 1 2 3 4 5 6 7 8 9 10 0 10 20 30 40 50 60 70 80 90 100 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08 GrowthRate(%) MarketSize(RMB100Million) This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 27
- 28. 0 5 10 15 20 25 30 35 03-05-2018 05-05-2018 08-05-2018 12-04-2018 15-05-2018 17-05-2018 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. • Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Radar Chart 28
- 29. Line Chart 0 10 20 30 40 50 60 70 80 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08 Inpercentage In years • Product 01 • Product 02 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 29
- 30. Stock Chart Volume Volume High Low 0 10 20 30 40 50 60 70 0 20 40 60 80 100 120 140 160 06-01-2018 07-01-2018 08-01-2018 09-01-2018 10-01-2018 Close • Product 01 • Product 02 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 30
- 32. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mission Vision & Mission 32
- 33. Our Team 33 John Smith CEO This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Sofia Banks General Manager This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Anita Doe Editor This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Tomas Cross Graphic Designer This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 34. About Us • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. We Are Professional This slide is 100% editable. Adapt it to your needs and capture your audience's attention. We Are Creative This slide is 100% editable. Adapt it to your needs and capture your audience's attention. We Are Talented 34
- 35. Comparison vs This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Male 55% 45% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Female 35
- 36. 02 0301 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Goal 36
- 37. Location This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Australia This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ChinaThis slide is 100% editable. Adapt it to your needs and capture your audience's attention. USA 60% 50% 30% 25% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. South Africa 37
- 38. Financial 38 50% 80% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Minimum This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Medium This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Maximum 30%
- 39. Timeline This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2013 2014 2015 2016 2017 2018 39
- 40. Venn 01 02 03 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 40
- 41. Puzzle 01 02 0304 Your Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Your Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Your Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Your Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 41
- 42. 01 02 03 04 Aims 01 02 03 04 • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Target 42
- 43. Magnifying Glass This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 04 0501 02 43
- 44. Idea Or Bulb This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 4 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 5 44
- 45. Thank You Address: # street number, city, state Contact Numbers: 0123456789 Email Address: emailaddress123@gmail.com 45