Proactive ERP Overview

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AbuDhabi, UAE +971 2 5089164, Fax:+971 2 508 9003 P.O.Box:45952
info@chfms.com:MAILEwww.chfms.com:WEBSITE
PROACTIVE ERP OVERVIEW:
This system is the result of years of experience in the areas of financial analysis, strategic planning, risk management as well as the latest programming
techniques and information technology. Where a reliable tool to help decision-making by providing accurate reports in a timely manner can replace
spreadsheets and financial analysis of complex processes..
Most of the institutions have the tools to measure the overall financial performance represented in the financial statements, but these tools do not enable
the user in a lot of cases of Thill performance indicators (KPIs), both of which the public or on the detailed analytical levels.
This system enables the user to build the estimated budget and the actual recording of financial movements within the structure of a unified analytical
dimensions, so as to the importance of a standard comparison between the financial plan and the actual implementation of each item of financial planning
items. Thus, this system helps organizations to reach the goals and plans of the receiving through evaluation and adjustment of the estimated budget at the
appropriate time to make the decision

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PROACTIVE ERP:
Apart from the modules that work independently while seamlessly integrating with each other, Proactive ERP offers you distinct advantage with list of
global features that are available across all modules.
With the options available in Proactive ERP Advantage, an organization using Proactive ERP many advantages such as:
• Easy to use.
• Costs Effective, Faster ROI.
• Enhanced Reporting Capabilities.
• Define & Monitor Key Performance Indicators (KPI).
• Combine Multiple Reports from different Modules.
• Decision-making in real time.
• Monitor business activities to ensure best performance.
Spreadsheet: This feature in Proactive helps user create Proactive spreadsheet report comprising data from multiple reports.
Authorization: The advance security in Proactive allows user groups that can be linked to authorization flow. Set authorization condition for each document
type with multi-level authorization that can be triggered as application alert or can be configured to be sent as email to user/user groups.

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RROACTIVE MODULES:
Our solution including seven modules. Table below have a brief description to each model:
S. No Module Description of Module
1
Financial Management
General Ledger
Ledger, Sub-ledger, Transaction history, Journal Day-book, Recurrent and Reversal Journals, Trial Balance, Income Statement and Balance
Sheet, Maintains 8 level of Chart of Accounts.
Bank & Cash Flow
Maintain banks by currency. Daily/Monthly Cash book. Alerts on cash going negative.
Receivables & Payables
Statement of Account. Summary and Detail Aging. Post Dated Cheque Management. Receivable in multiple currencies, Department wise
balances of Receivables, Overdue Analysis with multiple Factors. Carry forwarding Bill wise date to next financial year.
Management information system
Transaction Analysis, Department/Cost Center Analysis, Interest Calculation, Operations and Financial Ratio Analysis.
2
Procurement & Purchases
Management
Material Requisitions, Quotations & Quot-Analysis, Purchase Order generation, Material Receipt Notes & Purchases Invoice. Purchase
workflow designer and authorization level settings etc.
3 Fixed Assets Management
Multiple categories of assets, Multi-level Chart of assets, Multiple methods of depreciation, Disposal of assets, Repair and maintenance,
Auto-posting to general ledger, etc.
4 HR and Payroll Management
5 Budget Management
6 Business Intelligence
Executive Dashboard Interface for Each User, Graphical Presentations, Powerful APIs, Multiple Desktop Pages, KPI (Key Performance
Indicator) Definition & Monitoring, Authorization & Alerts, Workflow Designer, Report Writer, Views & Advanced Security, Document
Configuration.

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1. ERP Features:
It is absolutely necessary that any application software should meet the requirements demanded from its specification. At the same time, it is also important
that the software is user friendly, has sufficient procedural controls, operationally secure and maintainable. We would like to emphasize the necessity of
incorporating the above aspects into the design of the system. Given below are some of the standard features that will be included in PROACTIVE.
2. Finance Management Module:
To be successful in today’s competitive business climate you need more than just managerial vision and excellent staff. You need to manage information
for which you need to have superior software system. With real-time information you can analyze your financial profile and enhance predictability. This
needs a reporting tool that acts as a digital nervous system of your entire organization giving you summarized information retrieved through the enterprise
network.
Proactive goes beyond standard financial accounting solution in providing you with an integrated financial subsystem that consists of the modules illustrated
below:
2.1.1 General Ledger:
• Maintains multi-level chart of account.
• Multiple tags for analyses unlimited multi-level (Departmental/Cost Centre Analysis)
• User-Defined customization of Masters for adding/dropping fields of different type’s text, integer, fraction, date, selection etc.
• Optional Auto-regrouping for Receivable/Payable Control Account
• Summary/Detail Financial Ledgers and sub-ledgers.
• Multi-level user definable formats for final reports

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• Recurring/Reversal Journals
2.1.2 Bank & Cash Flow:
• Unlimited Cash and Bank Accounts.
• Post Dated Cheques (PDC) handling.
• Multi-Currency.

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• Multiple Petty Cash.
• Cash Flow Forecast.
2.1.3 Receivables & Payables:
• Optional Auto adjustment on FIFO Basis
• User Definable Aging reports
• Receivable/Payable by Branch/Job/Department
• Multi-currency transactions & Reporting
• Credit Limit check by Amount/Aging of due-bills/approved sales orders.
• Partial and Full Adjustments
• Adjustment of bills through PDC
• Credit Note Adjustments
• Advance Receipts/Payments adjustable in customer/vendor invoice.
2.1.4 Fixed Assets:
• Multiple categories of Assets
• Multi-Level chart of Assets
• Multiple methods of depreciation
• Original Purchase value, Book Value, Insured value and Scrap Value
• User defined depreciation commencement date>
• Disposal of Assets Auto Posting to GL
• Transfer History

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2.2 Procurement & Purchases Management Module:
Purchases are generally local or import. Depending on the production requirement a Raw Material Requisition will be raised by the planning department.
The Purchase Department will then process this requisition through the system.
From the requisition the purchase department will call the data and raise the Purchase Order. The goods would be received into the warehouse by a Material
Receipt Note. The costing and financial updating is done by the Purchase Invoice where the cost of the items and the additional costs are captured and the
landed cost of the items are calculated and posted in the relative ledgers and the inventory account.

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2.3 HR and Payroll Management Module:
Human Resources information management system designed based on the latest HR functional requirements and collaboration concepts. It helps Human
Resources departments and HR professionals achieve many of their goals of improved efficiency, system allows organizations to share information
effectively using employee self-services, furthermore reducing data entry and increasing accuracy by capturing data at the source, allowing HR professionals
to work smarter, faster, and more efficiently to manage every aspect of the organization’s most important business asset - the employee

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2.4 Budget Management and Controlling:
This system is the result of years of experience in the financial analysis, strategic planning and risk management with the latest programming techniques
and information technology. It's a trustful tool that helps take decisions through providing accurate reports in the right time, which can take the place of the
spreadsheets and the complicated financial analysis operations.
Most of the institute obtain the tools to measure the general financial performance represented in the financial statements, but these tools does not allow the
user in a lot of areas from either analyzing the general ones or the detailed analytical levels (KPIs).
This system allows the user from building the approximate budget and registering the financial movements in an effective way within the structure and the
analytical dimensions uniform. The system has the importance of having a comparison scale between the financial plan and the actual execution to each
and every provision of the financial planning. The system also helps the institutions to reach the targets and the future plans through the evaluating and the
modification of the budget in the right time to take decisions.
2.5 Business Intelligence – Features (Where ERP System Meets BI):
As a business grows, it needs to make timely and effective decisions by eliminating information lag. ERP helped managers in their decision making till
now. With the ever-increasing internet bandwidth, speed of information and reporting needs have changed towards more dynamic and multi-dimensional
report formats. Managers have no time to pull data into XL and create intuitive graphs and then take it into presentation. BI tool helps user pull the
information, on demand, in the format as required.
BI, as a tool, takes raw data from different applications in an enterprise and provides reports with valuable information with drag-drop customization. Bi
gives management of companies a competitive edge as it can provide organized and structured reporting very quickly.
Companies across the globe have implemented ERP solutions as a system that would centralize enterprise data. However, it has so far been restricted to
only the information that the ERP solutions are capable of generating. Companies would, otherwise, also need to invest in BI tools that require lot of

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technical land functional understanding of both the ERP database and BI interfaces. This calls for tremendous technical capabilities within the organization
which would come at a cost that would negate the claims made by ERP providers on the ROI. If realistic ROI has to be gauged, then all the attached costs
over the years need to be included.
So far, the high cost of implementing and continuously managing BI kept mid-sized organizations away from it. Having seen this gap, Proactive ERP has
created a cost-effective solution that combines its highly customizable ERP with business intelligence tools. Proactive ERP is a revolutionary product that
enables companies to automate their financial and operational processes and helps them make better decisions by organizing, analyzing and reporting the
data they generate.
2.5.1 Advantages of Business Intelligence with Proactive ERP:
• Executive Dashboard.
• KPI Definition and Monitoring.
• Authorizations & Alerts.
• Advanced Risk management tools.

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2.5.2 Business Intelligence Reports sample with Proactive ERP:
2.5.2.1. KPI’s Dynamics Dashboards:

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2.5.2.2. Dimension analysis & Control Reports:

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2.5.2.3. Budget Controlling Reports:

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2.5.2.4. Working Capital Analysis Reports:

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FOLLOW UP, AUDIT AND THE DATE OF PROCESS:
This feature provides the mechanism to save the transactions which the user make through using the system and it aims to monitor the transactions made to
get back to it and view it when needed.
It also provides a detailed date of the transaction that the user make during his work on the system and this will benefit the employees and the managers to
view the transactions incase if any error occurs.

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WARRANTY POLICY:
The software comes with a warranty for 1 year from the date of installation. During warranty period customization and implementation support will be
given to you free of cost. All upgrades within the version will also be given to you free of cost. Warranty period does not include additional free training to
‘new users’ after the sessions are completed.
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Proactive ERP Overview

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