EITS ERP Solution - Complete Business Management System

Table of Contents

1. Project Overview
2. Current Business Context
3. Proposed Solution Architecture
   • 3.1 Customer Relationship Management (CRM)
   • 3.2 Enterprise Resource Planning (ERP)
   • 3.3 Operational Features
4. Expected Business Benefits
5. Success Metrics
6. Implementation
7. Requirement Mapping
8. Customization
9. Issues

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Project Overview

Client: Eco Innovative Technical Services LLC (EITS)
Industry: Manufacturing & Installation (Mechanical, Electrical & Plumbing)
Objective: Comprehensive ERP solution to streamline business operations from lead generation to project completion

Current Business Context

EITS specializes in manufacturing and installation of:

• Mechanical systems and components
• Electrical installations
• Plumbing solutions
• Custom fabrication work (e.g., aluminum gate work, structural components)

The company currently handles complex projects like the aluminum gate work for JAV Hindu Temple, involving detailed quotations, specifications, and project management.

Proposed Solution Architecture

1. Customer Relationship Management (CRM)

Lead Generation & Enquiry Management

• Initial Contact Capture
  • Source tracking (website, referral, direct contact)
  • Basic customer information
  • Project type identification
  • Urgency level assessment

Enquiry Processing Workflow

1. Minimum Information Capture

   • Contact details (email/phone - mandatory)
   • Customer/company name
   • Property/project location
   • Basic project requirements

2. Detailed Information Gathering

   • Complete customer profile
   • Property specifications
   • Detailed project scope
   • Timeline requirements
   • Budget considerations

3. Site Assessment Process

   • Inspection scheduling
   • Site visit coordination
   • Measurement collection
   • Photographic documentation
   • Client requirement notes
   • Technical assessment reports

2. Enterprise Resource Planning (ERP)

Project Management System

• Automatic Item Code Generation
  • Systematic coding for all materials and services
  • Category-based classification
  • Version control for specifications

Quotation Management

• Dynamic Quotation Generation
  • Bill of Materials (BOM) integration
  • Labor cost calculation
  • Service charges computation
  • Risk factor inclusion (10%)
  • Material wastage allowance (5%)
  • Tax calculations (VAT integration)

Inventory & Procurement

• Item Master Management
  • Detailed item specifications
  • Supplier information
  • Cost tracking
  • Stock level monitoring
  • Reorder point management

Financial Management

• Cost Control & Pricing
  • Material cost tracking
  • Labor hour calculation
  • Overhead allocation
  • Profit margin management
  • Payment terms integration

3. Operational Features

Role-Based Dashboard System

• Management Dashboard

  • Business overview metrics
  • Revenue tracking
  • Project status summary
  • Team performance indicators

• Sales Team Dashboard

  • Lead pipeline management
  • Quotation status tracking
  • Customer interaction history
  • Target achievement metrics

• Operations Dashboard

  • Active project monitoring
  • Resource allocation
  • Timeline tracking
  • Quality control checkpoints

• Finance Dashboard

  • Cash flow management
  • Invoice tracking
  • Payment status monitoring
  • Financial reporting

Communication Integration

• Email Integration
  • Automated quotation delivery
  • Follow-up reminders
  • Project updates
  • Payment notifications

Advanced Features

• Tag-based Item Classification

  • Material categorization
  • Service type tagging
  • Project complexity indicators
  • Customer preference tracking

• Bill of Materials (BOM) Management

  • Optional detailed BOM creation
  • Component specifications
  • Assembly instructions
  • Cost breakdown analysis

Expected Business Benefits

Operational Efficiency

• Streamlined lead-to-completion process
• Reduced manual data entry
• Improved quotation accuracy
• Enhanced project tracking

Customer Experience

• Faster response times
• Professional quotation presentation
• Better project communication
• Improved service delivery

Financial Management

• Better cost control
• Improved profit margins
• Enhanced cash flow management
• Detailed financial reporting

Scalability

• Support for business growth
• Standardized processes
• Improved resource utilization
• Enhanced decision-making capabilities

Success Metrics

• Lead conversion rate improvement
• Quotation accuracy enhancement
• Project delivery time reduction
• Customer satisfaction increase
• Revenue growth tracking
• Operational cost reduction

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Document Version: 1.0
Date: May 26, 2025
Prepared for: Eco Innovative Technical Services LLC
Status: Initial Documentation