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Executive proposal @ ram updated

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OpenERP4You
OpenERP4You

This document provides an executive proposal for implementing OpenERP for American Granite & Tile. It outlines a standard implementation methodology including pre-analysis, system setup, custom development, go-live, and optional support packages. The total estimated cost is $11,348 to be paid in installments, with development taking 6 weeks. Customizations will include sales, purchase, inventory, costing, and customer/supplier modules to replicate the client's current system in OpenERP.

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Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 1 Executive proposal Subject: Openerp Implementation Authors: Mr. Satyamitra maan Client: Mr. RAMRAJUCEL RAJU Date: 30/05/2013 Type: Confidential Contract-id: OE4Y0350 OpenERP4You Plot no -61, Sector 8 Faridabad-121006, INDIA Mobile : +91- 9990539414 +91- 7500440005 Fax: +91-11-26671469 Email: sales@openerp4you.in Website: www.openerp4you.in AMERICAN GRANITE & TILE 3480 Broadmoor Ave Kentwood, MI 49512 Tel: 616-940-1575 Fax: 616-940-2633 Email: agtstone@agtstone.com Website: www.agtstone.com
Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 2 Table Of Contents 1 Summary__________________________________________________________________________ 3 1.1 Standard Implementation methodology_____________________________________________________ 3 2 Pre analysis & standard system setup ____________________________________________________ 4 2.1 Pre-analysis & Standard System Setup ______________________________________________________ 4 2.2 Pre-analysis Process Map_________________________________________________________________ 5 3 Custom Implementation_______________________________________________________________ 6 3.1 Development process ____________________________________________________________________ 6 3.2 Scope outline_________________________________________________________________________ 7 3.3 Data Migration from other system _________________________________________________________ 8 4 Go live maintenance, support and care packs (optional) _____________________________________ 9 4.1 Our Support Services including support from OpenERP _________________________________________ 9 4.1.1 We provide you complete guarantee even after successful implementation and go live, this is to make sure that users will love using OpenERP. _____________________________________________________________________9 4.1.2 We also keep assisting you to adopt the best business practices. ____________________________________9 4.2 Monthly support plans with Update to Enterprise edition _______________________________________ 9 5 Payment terms & bank details _____________________________________________________ 10 5.1 Total project cost ______________________________________________________________________ 10 5.2 Development time estimate______________________________________________________________ 10 5.3 Payment terms ________________________________________________________________________ 10 5.4 Bank details __________________________________________________________________________ 10 6 Other engagements _______________________________________________________________ 11
Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 3 1 Summary The purpose of this document is to present the executive proposal summary with financials to execute the project requirement 1.1 Standard Implementation methodology We suggest agile implementation methodology as mentioned below. • We install and configure standard openerp . • We install modules among standard. • We will provide you 32 hours of user & module configuraton training. • You work with us to evaluate standard OpenERP and your business needs. Standard Pre- analysis • Detailed analysis of business needs and custom developments • Screen and business logic designs • Data import • Workflow designs • Reports and dashboard designs. Custom Implementation •System intigration with external portals ( if requried ) •Defining phase 2 and phase 3 for the project. •User training & Specific User documentation . •Maintinence and support. Complete Go live
Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 4 2 Pre analysis & standard system setup 2.1 Pre-analysis & Standard System Setup This package include the following OpenERP related services provided by OpenERP4You. • The system (OpenERP v.7) needs to be installed on a dedicated server. Linux based. OpenERP Installation • Configure all relevant services on the server as well as regular backup of the database onto an external NAS drive. System Backup Configuration • The OpenERP modules installation required by you such as CRM, Lunch Management, Accounting & Finance, Point of Sale, Purchase Management , Sales Management, Employee Management an so on according to your screenshot. Module Installations • We will train your users on standard openerp configuration and installation procedure. • Management level discussion in order to decide about Custom Developments. User Training and Discussions
Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 5 2.2 Pre-analysis Process Map Here we show you steps by step pre- analysis process with the number of days required to perform them and price of pre analysis. Description Period Price (USD ) Pre-analysis & Standard system setup online 4-6 days $ 1500 . User trainings and system discussions ( 2 days ) setup acess rights /groups and roles System user training System configuration as per business needs( 1 days ) Based on Use-Cases Based on system requirement specifications document Hardware and system setup and module instalations as per business needs ( 2 day ) We need to understand Goals of the project Company overview and business vision Business need discussion with your project manager ( 1 day )
Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 6 3 Custom Implementation 3.1 Development process Detailed functional specification document has to be provided in detail, after detailed system study and understanding complete development snapshots, please find below our standard development methodology with a project quotation. Description Dev (Hour) QA(Hour) Project Mgt(Hour) Price($) OpenERP customization Estimate as per our initial understanding of business workflow 416 124 62 9048 1 • Detailed analysis • Screen Design (Add custom fields to the forms ) 2 • Local software/Module instalation • Data import for testing purposes 3 • Inter-departmental workflow design ( sales - Reciept -dilivery -invoice ) etc • Dashboard /Report Design 4 • System integration and custom workflow quality assurance • Overall System Quality assurance 5 • Acess right configuration • User Training • Go live
Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 7 Above quotation is based on the system requirement explained by Mr Ram through team viewer and our understanding of the similar development through OpenERP. Detailed development specification document will be provided lator. 3.2 Scope outline The project is aim at customizing OpenERP in order to bring up a functional replica of existing working system at American Granite & tile while using standard openerp Accounting Whereas the scope involves the customization of the following module ï‚· Sales order and delivery management. ï‚· Purchase order and receipts management. ï‚· Multiple warehouse Inventory and store management. ï‚· Product tagging and product holding system. ï‚· Cost distribution system on product receipt just for reporting. ï‚· New fields in Leads to replace customer visits functionality of existing system. ï‚· Custom fields in customer and supplier master. While the system configuration also involves basic configuration of existing OpenERP accounting system limited to overall project estimate. We will also provide brief technical module description with each of our custom module in order to understand what it does. We will also make sure that you will be able to install all existing OpenERP modules.
Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 8 3.3 Data Migration from other system Dedicated resource will work on migration from your existing system to OpenERP. Description Estimated time Price (USD/hour ) Estimated cost Data migration 40 hours $ 20 $800 Note: Time estimation for data migration is completely based on amount of data and its complexity. Our estimation is just based on our general experience but it can vary on times and will be billed as per actual. currnet system Data export in xls/csv files Migration script Data import OpenERP
Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 9 4 Go live maintenance, support and care packs (optional) 4.1Our Support Services including support from OpenERP 4.1.1 We provide you complete guarantee even after successful implementation and go live, this is to make sure that users will love using OpenERP. 4.1.2 We also keep assisting you to adopt the best business practices. 4.2 Monthly support plans with Update to Enterprise edition All our support plans will include your software update to enterprise (professional) edition of OpenERP and you will receive a professional edition key from OpenERP. We may need to discuss about the same since price differs as per geography and location. Description Per User /year 10 users/year 20 users /year Silver Pack $ 420 $ 4200 $ 8400 Gold Pack $ 480 $ 4800 $ 9600 Platinum Pack $ 540 $ 5400 $ 10800 Support and Care Pack User Trainings Silver Gold Platinum Unlimited bug fixing Silver Gold Platinum Migration to latest version Silver Gold Platinum Specific modular docuemtations Gold Platinum Customizations Gold Platinum Reports Platinum
Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 10 5 Payment terms & bank details 5.1 Total project cost Total project cost ( A( Pre analysis & system installation) + B( specific customization ) + C ( data import ) ) -> $ 1500 + $9058 + $ 800 = $ 11348 Total estimated project cost = $ 11348 5.2 Development time estimate Total project estimate is 6 weeks = 30 Working days 5.3 Payment terms 40 % advance before start of work i.e $ 4539.20 Rest of the amount is divided equally among 4 weeks starting from 2nd week i.e $1702.20 / week or on deliverable’s whichever is earlier. 5.4 Bank details Company Name - OpenERP4you Prop. - Satyamitra Bank Current A/c No. - 107905500153 IFSC Code For: NEFT/ RTGS - ICIC 0001079 Faridabad Sector 7 Branch For Overseas Transfer of Funds: SWIFT CODE : ICICINBBCTS AD CODE : 6390078-3610159
Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 11 6 Other engagements Our Aim: We will be responsible for Pre- analysis at your organization. Pre-requisite:  1 decision maker to accept or reject the work done by consultants.  Minimum 1 project manager from client is compulsory to start the pre-analysis/ implementation.  Project manager and decision maker can be same person or other. Your Responsibility:  You will be responsible for providing us all the information and data on time.  You will be responsible for organizing interviews with end users.  You will be responsible to provide a project manager at your end entertaining us for the data and information required.  You will be responsible to arrange a workspace specifically for the consulting team during pre-analysis and pre-implementation as for questionnaire and interview sessions with users.  You will be responsible to organize travelling, accommodation, and food facilities for the consultant team visiting you. Other Terms  OPENERP4YOU hold the legal right to request for the pending payments  Complete source code of the system will be provided only after complete payment until time you can validate the system on our server.  Any legal actions will be entertained at New Delhi court of jurisdictions (India).  Payments need to be served on time in-order to avail uninterrupted services.

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Executive proposal @ ram updated

  • 1. Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 1 Executive proposal Subject: Openerp Implementation Authors: Mr. Satyamitra maan Client: Mr. RAMRAJUCEL RAJU Date: 30/05/2013 Type: Confidential Contract-id: OE4Y0350 OpenERP4You Plot no -61, Sector 8 Faridabad-121006, INDIA Mobile : +91- 9990539414 +91- 7500440005 Fax: +91-11-26671469 Email: sales@openerp4you.in Website: www.openerp4you.in AMERICAN GRANITE & TILE 3480 Broadmoor Ave Kentwood, MI 49512 Tel: 616-940-1575 Fax: 616-940-2633 Email: agtstone@agtstone.com Website: www.agtstone.com
  • 2. Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 2 Table Of Contents 1 Summary__________________________________________________________________________ 3 1.1 Standard Implementation methodology_____________________________________________________ 3 2 Pre analysis & standard system setup ____________________________________________________ 4 2.1 Pre-analysis & Standard System Setup ______________________________________________________ 4 2.2 Pre-analysis Process Map_________________________________________________________________ 5 3 Custom Implementation_______________________________________________________________ 6 3.1 Development process ____________________________________________________________________ 6 3.2 Scope outline_________________________________________________________________________ 7 3.3 Data Migration from other system _________________________________________________________ 8 4 Go live maintenance, support and care packs (optional) _____________________________________ 9 4.1 Our Support Services including support from OpenERP _________________________________________ 9 4.1.1 We provide you complete guarantee even after successful implementation and go live, this is to make sure that users will love using OpenERP. _____________________________________________________________________9 4.1.2 We also keep assisting you to adopt the best business practices. ____________________________________9 4.2 Monthly support plans with Update to Enterprise edition _______________________________________ 9 5 Payment terms & bank details _____________________________________________________ 10 5.1 Total project cost ______________________________________________________________________ 10 5.2 Development time estimate______________________________________________________________ 10 5.3 Payment terms ________________________________________________________________________ 10 5.4 Bank details __________________________________________________________________________ 10 6 Other engagements _______________________________________________________________ 11
  • 3. Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 3 1 Summary The purpose of this document is to present the executive proposal summary with financials to execute the project requirement 1.1 Standard Implementation methodology We suggest agile implementation methodology as mentioned below. • We install and configure standard openerp . • We install modules among standard. • We will provide you 32 hours of user & module configuraton training. • You work with us to evaluate standard OpenERP and your business needs. Standard Pre- analysis • Detailed analysis of business needs and custom developments • Screen and business logic designs • Data import • Workflow designs • Reports and dashboard designs. Custom Implementation •System intigration with external portals ( if requried ) •Defining phase 2 and phase 3 for the project. •User training & Specific User documentation . •Maintinence and support. Complete Go live
  • 4. Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 4 2 Pre analysis & standard system setup 2.1 Pre-analysis & Standard System Setup This package include the following OpenERP related services provided by OpenERP4You. • The system (OpenERP v.7) needs to be installed on a dedicated server. Linux based. OpenERP Installation • Configure all relevant services on the server as well as regular backup of the database onto an external NAS drive. System Backup Configuration • The OpenERP modules installation required by you such as CRM, Lunch Management, Accounting & Finance, Point of Sale, Purchase Management , Sales Management, Employee Management an so on according to your screenshot. Module Installations • We will train your users on standard openerp configuration and installation procedure. • Management level discussion in order to decide about Custom Developments. User Training and Discussions
  • 5. Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 5 2.2 Pre-analysis Process Map Here we show you steps by step pre- analysis process with the number of days required to perform them and price of pre analysis. Description Period Price (USD ) Pre-analysis & Standard system setup online 4-6 days $ 1500 . User trainings and system discussions ( 2 days ) setup acess rights /groups and roles System user training System configuration as per business needs( 1 days ) Based on Use-Cases Based on system requirement specifications document Hardware and system setup and module instalations as per business needs ( 2 day ) We need to understand Goals of the project Company overview and business vision Business need discussion with your project manager ( 1 day )
  • 6. Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 6 3 Custom Implementation 3.1 Development process Detailed functional specification document has to be provided in detail, after detailed system study and understanding complete development snapshots, please find below our standard development methodology with a project quotation. Description Dev (Hour) QA(Hour) Project Mgt(Hour) Price($) OpenERP customization Estimate as per our initial understanding of business workflow 416 124 62 9048 1 • Detailed analysis • Screen Design (Add custom fields to the forms ) 2 • Local software/Module instalation • Data import for testing purposes 3 • Inter-departmental workflow design ( sales - Reciept -dilivery -invoice ) etc • Dashboard /Report Design 4 • System integration and custom workflow quality assurance • Overall System Quality assurance 5 • Acess right configuration • User Training • Go live
  • 7. Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 7 Above quotation is based on the system requirement explained by Mr Ram through team viewer and our understanding of the similar development through OpenERP. Detailed development specification document will be provided lator. 3.2 Scope outline The project is aim at customizing OpenERP in order to bring up a functional replica of existing working system at American Granite & tile while using standard openerp Accounting Whereas the scope involves the customization of the following module ï‚· Sales order and delivery management. ï‚· Purchase order and receipts management. ï‚· Multiple warehouse Inventory and store management. ï‚· Product tagging and product holding system. ï‚· Cost distribution system on product receipt just for reporting. ï‚· New fields in Leads to replace customer visits functionality of existing system. ï‚· Custom fields in customer and supplier master. While the system configuration also involves basic configuration of existing OpenERP accounting system limited to overall project estimate. We will also provide brief technical module description with each of our custom module in order to understand what it does. We will also make sure that you will be able to install all existing OpenERP modules.
  • 8. Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 8 3.3 Data Migration from other system Dedicated resource will work on migration from your existing system to OpenERP. Description Estimated time Price (USD/hour ) Estimated cost Data migration 40 hours $ 20 $800 Note: Time estimation for data migration is completely based on amount of data and its complexity. Our estimation is just based on our general experience but it can vary on times and will be billed as per actual. currnet system Data export in xls/csv files Migration script Data import OpenERP
  • 9. Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 9 4 Go live maintenance, support and care packs (optional) 4.1Our Support Services including support from OpenERP 4.1.1 We provide you complete guarantee even after successful implementation and go live, this is to make sure that users will love using OpenERP. 4.1.2 We also keep assisting you to adopt the best business practices. 4.2 Monthly support plans with Update to Enterprise edition All our support plans will include your software update to enterprise (professional) edition of OpenERP and you will receive a professional edition key from OpenERP. We may need to discuss about the same since price differs as per geography and location. Description Per User /year 10 users/year 20 users /year Silver Pack $ 420 $ 4200 $ 8400 Gold Pack $ 480 $ 4800 $ 9600 Platinum Pack $ 540 $ 5400 $ 10800 Support and Care Pack User Trainings Silver Gold Platinum Unlimited bug fixing Silver Gold Platinum Migration to latest version Silver Gold Platinum Specific modular docuemtations Gold Platinum Customizations Gold Platinum Reports Platinum
  • 10. Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 10 5 Payment terms & bank details 5.1 Total project cost Total project cost ( A( Pre analysis & system installation) + B( specific customization ) + C ( data import ) ) -> $ 1500 + $9058 + $ 800 = $ 11348 Total estimated project cost = $ 11348 5.2 Development time estimate Total project estimate is 6 weeks = 30 Working days 5.3 Payment terms 40 % advance before start of work i.e $ 4539.20 Rest of the amount is divided equally among 4 weeks starting from 2nd week i.e $1702.20 / week or on deliverable’s whichever is earlier. 5.4 Bank details Company Name - OpenERP4you Prop. - Satyamitra Bank Current A/c No. - 107905500153 IFSC Code For: NEFT/ RTGS - ICIC 0001079 Faridabad Sector 7 Branch For Overseas Transfer of Funds: SWIFT CODE : ICICINBBCTS AD CODE : 6390078-3610159
  • 11. Reg. Office: Sector-8,Plot no- 62 Ground Floor, Faridabad-121006, INDIA 11 6 Other engagements Our Aim: We will be responsible for Pre- analysis at your organization. Pre-requisite:  1 decision maker to accept or reject the work done by consultants.  Minimum 1 project manager from client is compulsory to start the pre-analysis/ implementation.  Project manager and decision maker can be same person or other. Your Responsibility:  You will be responsible for providing us all the information and data on time.  You will be responsible for organizing interviews with end users.  You will be responsible to provide a project manager at your end entertaining us for the data and information required.  You will be responsible to arrange a workspace specifically for the consulting team during pre-analysis and pre-implementation as for questionnaire and interview sessions with users.  You will be responsible to organize travelling, accommodation, and food facilities for the consultant team visiting you. Other Terms  OPENERP4YOU hold the legal right to request for the pending payments  Complete source code of the system will be provided only after complete payment until time you can validate the system on our server.  Any legal actions will be entertained at New Delhi court of jurisdictions (India).  Payments need to be served on time in-order to avail uninterrupted services.
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