System Benefits Cloud-based system allows global access Unique - PowerPoint PPT Presentation

System Benefits • Cloud-based system allows global access • Unique usernames and high-security password protection promotes security • Role-based permissions determine access to and manipulation of data • Robust system architecture promotes security, reliability, and recoverability via: • Use of world-class data centers • Instantiations failover to geographically separate infrastructure • Client retains ownership of all data and information put into or derived from the system • Interfaces with other applications available at client request

• Configure the application to match your organizational processes • Define roles, responsibilities, and user permissions • Define global or project-specific lists and templates • Set and enforce the appropriate workflows for each purchase category

• Define Equipment lists and manage TAG data • (Optional) Allow engineering to initiate technical requisitions including • Line items • TAGs • Technical documents • Supplier data Requirements • Preferred suppliers • Link TAGs to line items

• Review and approval workflows ensure REQs are technically sound • REQ review and approval tasks solicit useful feedback in a timely manner • Facilitates a smooth handover to commercial team as Request For Quote (RFQ)

• RFQs can originate from buyers or Engineering • Procurement category determines the workflow, level of specification, and oversight • Commercial and technical approvals flow through responsible engineering and responsible buyer • RFQs use standard numbering formats

• Planning • Associate WBS • Define procurement package dates and milestones • RFQ Package • Associate technical documents • Define supplier data requirements • Define the bid lists • Build the RFQ letter • Route for review and approval • Track edits resulting from review and approval workflows

• Issue procurement package to bidders • Online bidding or Paper • Sealed or Unsealed • Manage and respond to commercial and technical queries • Ensure bidders have the latest document revisions • Track bidder activity and progress • Evaluate bids (technical and commercial) and log results • Split RFQs • Issue letters of award

• Optional review and approval cycle to ensure • Terms and conditions are correct • Correct WBS are applied • Line items are correct • Correct budget items are applied to line items • Planning schedule is accurate • Technical and commercial queries are resolved • The latest technical documents are applied • Engineering agrees to any design changes • Delivery dates are correct • PO text is correct • Online tasks ensure the right parties have signed off on the commercial and technical details of the package • Facilitates a seamless transition into the PO stage

• Access View PO Information • Issue POs to ProjecTools Supplier Portal • Collect and manage supplier documents • Create and issue change orders (COs) to ProjecTools Supplier Portal • Link commitments to accounting system (Optional) • Track and print technical and commercial queries • Report on Progress and Status

• POs flow to QS after issue along with relevant information • Technical Documents • Reference Documents • Location Information • Supplier Contact Information • Develop and manage: • Inspection Plans • Schedule • Inspection Budget • Issue, track, and approve PO Inspection activities

• PO Inspection portal allows online access to supporting information: • Unpriced PO • Supplier Contact Information • Engineering/Technical Documents • Supplier Documents • PO Inspection portal allows inspectors to: • Access work assignments and download inspection forms • Log calls • Submit visit reports • Issue supplier performance reports • Log time, expense, and mileage

• PO Information links to Material Manager • Tags • Line Items • Expedite • Plan • Log calls • Log dates and slippages • Issue shipping releases and receiving details

• Create material receipt placeholders • Record equipment receipts • Record Content inspections and QC inspections • Initiate and execute remedial activities as needed • Report on status and progress for PO(s)

• Define and communicate supplier data requirements via email or ProjecTools Supplier Page • Collect bids and supplier documents • RRS tool manages technical and commercial queries • Integrate suppliers into review, approval, and revision workflows • Monitor and report on supplier progress and performance

ProjecTools is rated 4.6 out of 5 stars on Google "I don't see how companies can manage “I highly recommend that clients reach out to projects like ours without ProjecTools“ this company for innovative ways to improve - Carol Jones, MODEC project reporting and tracking." “ProjecTools staff has been with us every step - G. Matthews, Tepsco of the way. Their customer services has been “ ProjecTools product and team are top-notch" - what my staff needed. “ David DeArmond, Strix LA - Madelaine Blair, Audubon Engineering

Training & Support Training • On-site and/or remote training available • Small classes (10 or fewer) to ensure personal attention and achieve maximum proficiency • Role-specific training gives users and administrators the right knowledge to perform • Students receive training manuals, user manuals, and certificates of completion Support • Unlimited 24/7 support included for all users • Support provided through email, telephone, or multimedia screen share

Support • Unlimited 24/7 support included for all users • Support provided through email, telephone, or multimedia screen share • Community allows self-service support