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ProductDossier
    The 3PLM Company



                                            Automation & Robotics Industry




                                                  Project, Process & Product Lifecycle Management
Confidential – Property of ProductDossier
Executive Summary
About Us
 •   Enterprise software product company (IP Ownership)
 •   Industry specific solutions around TouchBase product
 •   Solution = People + Processes + Data/Document using Technology
 •   Marquee clients (30+), 100% growth in two successive years
 •   Privately held, funded by India Innovation Investors

 TouchBase Value
  World-class product at affordable cost
  Product adapts 100% to your business (fully configurable)
  Rapid Roll Out (2-8 Weeks), Immediate ROI (6-8 months)
  Integrates with existing applications like SAP, Oracle, MS-Office, Tally, CAD etc.
  Licensing Models: Perpetual and Recurring




                                         Project, Process & Product Lifecycle Management   1
Vision and Mission


 To pioneer and attain global leadership position in the 3PLM space with
                          industry-specific solutions



 Our mission:
 •   Be number 1 or 2 in the chosen vertical & region
 •   100% ROI for our customers within 6-8 months




                                   Project, Process & Product Lifecycle Management   2
Company, Accolades & Partners

 Founded :: 2000         Amongst the most Innovative & Emerging               Partners
 Corporate HQ :: Pune    Companies
                                                             - Nasscom
 Global Offices ::
 UK,USA
                         Only Asian company amongst Top global PLM
 Reseller Network        companies
 Founding Team :: IIT,                           - Desktop Engineering
 IISc etc.
                         Pune IT Icon
                                                          -   Data Quest
                                                              (Dec 2006)




                                        Project, Process & Product Lifecycle Management   3
Partial list of Customers




                     Project, Process & Product Lifecycle Management   4
Key Issues for a Customer
                      How do I                   I want to manage
    Managing        manage my
                   tasks, project               resource allocation,
     Projects                                   loading, costs, skill
                    hrs and task
    planning &      assignment                      sets, roles,
    execution                                       timesheets

    Managing        I need project
     project        dashboards &                       I want to
    drawings,         Knowledge                       manage my
   documents         Management
                                                      presales &
  with different
                                                    Other Processes
    revisions


  Multi location    How do I see
  collaboration,   manage quality                 How do I manage
                   checklists, ISO                 billing reports,
      Project                                        see project
   Permissions          etc
                                                     profitability

                          Project, Process & Product Lifecycle Management   5
Typical Corporate Scenario
                                                 Reports & Dashboards




                      Enquiry/RFQ                  Program/Project                 Customer               Knowledge
                      Management                     Management                     Support               Management




                             Product 1       Product 2          Product 3        Product.. n


                             Project 1          Project 2       Project 3        Project.. n




Planning &    Document        Resource          Material/BOQ      Project        Issue             Quality        Timesheet
Execution    Management      Management         Management        Costing      Management        Management      Management



                                    Variant 1       Variant 2    Variant ..n
             Visualization


                                               Product Data
                                             Management (PDM)



                                                                                  Supply Chain                 3rd Party
                               CAD/Design             ERP (Manufacturing)
                                                                                     (SCM)                    Applications
                               Engineering

                                                         Project, Process & Product Lifecycle Management                     6
Key Requirements – Project Level

  S.    Requirements           Details
  No.
  1     Enquiry Management     •   Create presales enquiry and track progress
                               •   Estimate cost
                               •   Send quotation, get order
                               •   Create project and attach pre-sales inputs
  2     Program/Project        • Create project and tasks using templates
        Management             • Execution of the Task and Activities and
                                monitoring the Project Progress

  3     Customer Support       Customer Complaints
        Management


  4     Knowledge Management   •Saving the Knowledge in Google like User
                               Interface


  5     Enterprise features    • Multi-location, secure, web based access
                               • Control and visibility through dashboards
                               • Automated alarms, notifications, messages



                                     Project, Process & Product Lifecycle Management   7
Key Requirements – Project Level
 S.   Requirements              Details
 No
 .
 6    Schedule Management       Planning and Execution, WBS, Gantt Chart with
                                dependencies, Critical Path
 7    Document Management       Document Version/ Revision, Checkout/Checkin, Folder
                                Creation, Release through Workflows
 8    Resource Management       Org Structure, Skills, Roles for Human as well as Non
                                Human Resources

 9    Material/BOM Management   Bill of Material, Item Master, Auto Numbering

 10   Financial Management      Cost of entire Project with Manpower, Material & Misc.
                                Cost
 11   Issue Management          Issues and Risk with the Projects

 12   Quality Management        Quality Compliances by Quality Checklists

 13   Timesheet Management      Tracking the Hours per Human /Non Human Resource

 14   Visualization             Viewing of Documents/ Drawings without having the
                                native application
 15   Product Data Management   Revisions of BOM, ECR, ECO, ECN, Component
                                development
                                     Project, Process & Product Lifecycle Management     8
Project Phases




     Concept          Hardware           Test           Realization       Integration     Handover




      Concept          Hardware           Test            Realization       Integration     Handover

   1.Specifications   1.Project       1.Testing       1.Work orders        1.Assembly     1.Production
   2.Concept           Planning       2. Prototype    2.Component           Tests         2.Dispatch
    Drawings          2.Material                       Testing             2. Field
   3.Manufacturabi     Planning                                             Testing
    lity Study        3.Work
                       Orders
                      4.Reliability
                       Check
                      5.QA




                                                     Project, Process & Product Lifecycle Management     9
TouchBaseTM – Engineering
                                                                                                         CAD, ERP
                          Automation & Robotics Services                                               Integrations

                                   Enquiry Management                                               Office Integrations

                                    Customer Support                                                Email Integrations

                                  Knowledge Management                                                  Primavera
                                                                                                       Integrations
                            Program / Project Management
                                                                                                    Finger Print Reader
                                                                                                        Integration

Planning &    Document      Resource         Material         Project        Issue        Quality         Timesheet
Execution    Management    Management         /BOM            Costing     Management    Management       Management




 Organization    Permissions &        Alerts,             Data &         Reports &     Workflow &        Integrations
  Mapping &      Access Control     Notifications       Documents       Dashboards      Process              API
Administration                      & Reminder          Repository                      Mapping


                                              TouchBase Repository

                                           TouchBase Technology Stack




                                                    Project, Process & Product Lifecycle Management                       10
TouchBaseTM - leverages and enhances existing investments

                          Reports & Dashboards




          TouchBase                                     Existing Third Party
         Applications                                       Applications

                               Project, Process & Product Lifecycle Management   11
Architecture




               Project, Process & Product Lifecycle Management   12
TouchBase: Implementation Methodology

           Identify new Business Requirement


                                                      Analyze current
                                                      “As Is Processes”
    Experience
    Growth and
                         3PLM
     Benefits                                      Review Industry Best
                                                    Practices, agree on
                                                    “To Be Processes ”


                 Implement TouchBase 3PLM
                             Project, Process & Product Lifecycle Management   13
Our Leadership – Your Value
     Your Value          TouchBase                                 Our Competition

 1   Fits your process   • Adapts to your process, workflows and   • Forces you to learn new
                           data                                      process, or,
                         • Platform and reconfigurable “skin”      • Extensive customization
                           approach
                         • Rules based workflow engine

 2   Rapid roll-out      • Start using within 1-8 weeks            • Weeks or even months to
                                                                     deploy

 3   Incremental         • Automate few processes first            • Forces wholesale adoption -
       adoption          • Next few processes use same platform      > more time, high initial cost


 4   Ease of adoption    • Minimal training                        •   Extensive training
                         • No specialized hardware – Windows or    •   Complex deployment – client
                           Linux                                       software, multiple apps
                         • Web based – no client software          •   Mostly Windows



     Immediate ROI       • Pays for itself within 4-6 months       •   No choice – buy expensive
                         • Incremental adoption enables                software, then maybe repent
                           verification                            •   Pay everything upfront
                         • SaaS based fees reduces upfront cost



                                             Project, Process & Product Lifecycle Management      14
Transforming the organization
   Benefit


   Improve topline and bottomline                                          140
                                                                           120
                                                                           100
                                                                            80                    Revenue
                                                                            60                    Profit
                                                                            40
                                                                            20
                                                                             0
                                                                                 Before   After
                                                                                  PLM     PLM




   Control, visibility, predictability


   Collaboration, Communication, Processes


   Quality Processes and Compliances


   Productivity and Global Competitiveness


   Knowledge Management



                                         Project, Process & Product Lifecycle Management                    15
Product Demo




               Project, Process & Product Lifecycle Management   16

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Product dossier touchbase automation

  • 1. ProductDossier The 3PLM Company Automation & Robotics Industry Project, Process & Product Lifecycle Management Confidential – Property of ProductDossier
  • 2. Executive Summary About Us • Enterprise software product company (IP Ownership) • Industry specific solutions around TouchBase product • Solution = People + Processes + Data/Document using Technology • Marquee clients (30+), 100% growth in two successive years • Privately held, funded by India Innovation Investors TouchBase Value World-class product at affordable cost Product adapts 100% to your business (fully configurable) Rapid Roll Out (2-8 Weeks), Immediate ROI (6-8 months) Integrates with existing applications like SAP, Oracle, MS-Office, Tally, CAD etc. Licensing Models: Perpetual and Recurring Project, Process & Product Lifecycle Management 1
  • 3. Vision and Mission To pioneer and attain global leadership position in the 3PLM space with industry-specific solutions Our mission: • Be number 1 or 2 in the chosen vertical & region • 100% ROI for our customers within 6-8 months Project, Process & Product Lifecycle Management 2
  • 4. Company, Accolades & Partners Founded :: 2000 Amongst the most Innovative & Emerging Partners Corporate HQ :: Pune Companies - Nasscom Global Offices :: UK,USA Only Asian company amongst Top global PLM Reseller Network companies Founding Team :: IIT, - Desktop Engineering IISc etc. Pune IT Icon - Data Quest (Dec 2006) Project, Process & Product Lifecycle Management 3
  • 5. Partial list of Customers Project, Process & Product Lifecycle Management 4
  • 6. Key Issues for a Customer How do I I want to manage Managing manage my tasks, project resource allocation, Projects loading, costs, skill hrs and task planning & assignment sets, roles, execution timesheets Managing I need project project dashboards & I want to drawings, Knowledge manage my documents Management presales & with different Other Processes revisions Multi location How do I see collaboration, manage quality How do I manage checklists, ISO billing reports, Project see project Permissions etc profitability Project, Process & Product Lifecycle Management 5
  • 7. Typical Corporate Scenario Reports & Dashboards Enquiry/RFQ Program/Project Customer Knowledge Management Management Support Management Product 1 Product 2 Product 3 Product.. n Project 1 Project 2 Project 3 Project.. n Planning & Document Resource Material/BOQ Project Issue Quality Timesheet Execution Management Management Management Costing Management Management Management Variant 1 Variant 2 Variant ..n Visualization Product Data Management (PDM) Supply Chain 3rd Party CAD/Design ERP (Manufacturing) (SCM) Applications Engineering Project, Process & Product Lifecycle Management 6
  • 8. Key Requirements – Project Level S. Requirements Details No. 1 Enquiry Management • Create presales enquiry and track progress • Estimate cost • Send quotation, get order • Create project and attach pre-sales inputs 2 Program/Project • Create project and tasks using templates Management • Execution of the Task and Activities and monitoring the Project Progress 3 Customer Support Customer Complaints Management 4 Knowledge Management •Saving the Knowledge in Google like User Interface 5 Enterprise features • Multi-location, secure, web based access • Control and visibility through dashboards • Automated alarms, notifications, messages Project, Process & Product Lifecycle Management 7
  • 9. Key Requirements – Project Level S. Requirements Details No . 6 Schedule Management Planning and Execution, WBS, Gantt Chart with dependencies, Critical Path 7 Document Management Document Version/ Revision, Checkout/Checkin, Folder Creation, Release through Workflows 8 Resource Management Org Structure, Skills, Roles for Human as well as Non Human Resources 9 Material/BOM Management Bill of Material, Item Master, Auto Numbering 10 Financial Management Cost of entire Project with Manpower, Material & Misc. Cost 11 Issue Management Issues and Risk with the Projects 12 Quality Management Quality Compliances by Quality Checklists 13 Timesheet Management Tracking the Hours per Human /Non Human Resource 14 Visualization Viewing of Documents/ Drawings without having the native application 15 Product Data Management Revisions of BOM, ECR, ECO, ECN, Component development Project, Process & Product Lifecycle Management 8
  • 10. Project Phases Concept Hardware Test Realization Integration Handover Concept Hardware Test Realization Integration Handover 1.Specifications 1.Project 1.Testing 1.Work orders 1.Assembly 1.Production 2.Concept Planning 2. Prototype 2.Component Tests 2.Dispatch Drawings 2.Material Testing 2. Field 3.Manufacturabi Planning Testing lity Study 3.Work Orders 4.Reliability Check 5.QA Project, Process & Product Lifecycle Management 9
  • 11. TouchBaseTM – Engineering CAD, ERP Automation & Robotics Services Integrations Enquiry Management Office Integrations Customer Support Email Integrations Knowledge Management Primavera Integrations Program / Project Management Finger Print Reader Integration Planning & Document Resource Material Project Issue Quality Timesheet Execution Management Management /BOM Costing Management Management Management Organization Permissions & Alerts, Data & Reports & Workflow & Integrations Mapping & Access Control Notifications Documents Dashboards Process API Administration & Reminder Repository Mapping TouchBase Repository TouchBase Technology Stack Project, Process & Product Lifecycle Management 10
  • 12. TouchBaseTM - leverages and enhances existing investments Reports & Dashboards TouchBase Existing Third Party Applications Applications Project, Process & Product Lifecycle Management 11
  • 13. Architecture Project, Process & Product Lifecycle Management 12
  • 14. TouchBase: Implementation Methodology Identify new Business Requirement Analyze current “As Is Processes” Experience Growth and 3PLM Benefits Review Industry Best Practices, agree on “To Be Processes ” Implement TouchBase 3PLM Project, Process & Product Lifecycle Management 13
  • 15. Our Leadership – Your Value Your Value TouchBase Our Competition 1 Fits your process • Adapts to your process, workflows and • Forces you to learn new data process, or, • Platform and reconfigurable “skin” • Extensive customization approach • Rules based workflow engine 2 Rapid roll-out • Start using within 1-8 weeks • Weeks or even months to deploy 3 Incremental • Automate few processes first • Forces wholesale adoption - adoption • Next few processes use same platform > more time, high initial cost 4 Ease of adoption • Minimal training • Extensive training • No specialized hardware – Windows or • Complex deployment – client Linux software, multiple apps • Web based – no client software • Mostly Windows Immediate ROI • Pays for itself within 4-6 months • No choice – buy expensive • Incremental adoption enables software, then maybe repent verification • Pay everything upfront • SaaS based fees reduces upfront cost Project, Process & Product Lifecycle Management 14
  • 16. Transforming the organization Benefit Improve topline and bottomline 140 120 100 80 Revenue 60 Profit 40 20 0 Before After PLM PLM Control, visibility, predictability Collaboration, Communication, Processes Quality Processes and Compliances Productivity and Global Competitiveness Knowledge Management Project, Process & Product Lifecycle Management 15
  • 17. Product Demo Project, Process & Product Lifecycle Management 16