PRESENTATION - ERP (SERVICE INDUSTRY) - Osource India

PRESENTATION ‐ ERP (SERVICE INDUSTRY)Osource India Private LimitedUnit 4, 5 th Floor, B Wing,Phoenix House, High Street Phoenix,Lower Parel (W), Mumbai – 400 013

Co ontentCHAPTER 1 – ABOUT OSOURCECHAPTER 2 –SOLUTION OVERVIEWCHAPTER 3 – APPLICATION FUNCTIONALITIESCHAPTER 4 –SELECTED SCREEN SHOTSF&A OUTSOURCING HR OUTSO OURCING IT SERVICES2

F&A OUTSOURCINGHR OUTSOURCINGIT SERVICES3CHAPTER 1 –ABOUT OSOURCE

ABOUT OSOURCEAbout OsourceManagement Team• 20 + Years of Experience• ISO 9001:2008 Certified• 350+ Clients; 1100 + Employees• 5 Cities – 9 Back Office Centers• 450+ Successful MigrationsBusiness UnitsFAOConsultingHROBoard of Directors• Rajeev Sharma – CA, CS, ICWA (20+ Years)• Pankaj Sharma – MBA (15+ Years)• Devendra Murkute – BE (20+ Years)• Sanjay Sharma – BE, MBA, Ex‐Power Grid (20+ Years)Executive Management• Kt Ketan VkilSVP Vakil, – Ex‐SBI, Ah AshokLeyland, GTL (30+ Years )• Rajesh Pandey, SVP – CA (10+ Years)• Ramanand Padiyar, SVP – Ex Polaris, Kale (20+ Years)• Pradeep Patil, SVP – CA (15+ Years)• Suraj Dubey, VP – MSc, CISA, Ex ‐ Armed Forces (10+ Years)• Sandeep Goswami, VP – Ex ‐ Amex, Max Life (22+ Years)F&AOUTSOUR RCING H R OUTSO OURCINGITOperations• Saurabh Kumar, AVP – CA (7+ Years)• Gagan Saxena, AVP – BA, MBA (7+ Years)• Ravikant tGhate, AVP – BE, Ex – IDBI (15+ Years)• Akshay Varma, AVP – BA, Ex–Capgemini (5+ Years)IT SERVIC CES4

• Osource ABOUT Evolution OSOURCE1990 • Incorporation of Fine InfoTech Limited (FIL) 2007 • Completes Mumbai expansion to 500with 10 people1996 • Hires 300 th employee• Expands to US, Singapore & Middle East1999 • IT Business (FIL) Sold to GTL•No‐Compete Clause for IT Business• Top Management Moves to GTL2000 • BPO Business Transferred Under R&R Brand• Starts F&A Outsourcing Vertical2004 • Incorporation of Osource India• Takes Over BPO Business from R&R• Top Management Team Moves Back from GTL• Expands F&A and HR Service Offerings• Hires 500 th employee• Expands to NCR199019961999seats• Expands to Hyderabad & Bangalore• Crosses 800 employees• Client Base Hits 250+2010 • To expand Mumbai facility to1,100 seats• To expand NCR facility to 500seats2000200420071990 1995 1998 1999 2000 2004 2006 2007 20100Year20101,2001,00090080070050010Head Coun ntF&AOUTSOUR RCING H R OUTSO OURCINGIT SERVIC CES5

ABOUT IT Services OSOURCEPortfolioIT Consulting &AdvisoryApplicationDevelopment &ManagementMigration &Re‐engineeringF&AOUTSOUR RCING HBusinessIntelligence &DataWarehousingPerformanceEngineeringgSystemsIntegrationR OUTSO OURCINGIT SERVIC CES6

ABOUT OSOURCETechnology Platform CapabilityDevelopmentLanguageVB/.NET/ASPJAVA & J2EEOpen Source/PHPDatabaseTechnolgy Team Mix80706050Oracle40MS SQL302010F&AOUTSOUR RCING H R OUTSO OURCINGDW/ETL ToolsCrystalReports, BusinessObjects – ReportingToolsMy SQL0PersonsAverage ExperienceIT SERVIC CES7

F&A OUTSOURCINGHR OUTSOURCINGIT SERVICES8CHAPTER 2 –SOLUTION OVERVIEW

• Common ABOUT Industry OSOURCE ProblemF&AMU ULTIPLE SY YSTEMSTimeKeepingAccountingSystemMISSystemHRSystemEmployeeExpenseSystemISSUESLack of Common Database/StandardReporting ParametersMultiple Data Input ChannelsRigid Processes –No FlexibilityData Uploads & Downloads ‐ RevenueLeakageCumbersome & Expensive ManagementLack of Data Enabled Decision MakingOUTSOUR RCING H R OUTSO OURCINGProjectManagementIT SERVIC CES9

• Osource's ABOUT Solution OSOURCETimeManagementEmployeeSelf ServiceSingle Enterprise Management SystemProject ManagementExpenseManagementTravel ManagementHR ManagementPlanning,Recruitment &InductionFinancial ModuleResourceManagementTraining,Appraisal &ExitGeneral Accounts AccountsLedger Receivable PayableF&AOUTSOUR RCING H R OUTSO OURCINGIT SERVIC CES10

Application BenefitsF&ASingle UnifiedSystem(CommonDatabase)EnhancedReporting;CommonReportingParametersStreamlinedProcessesDataIntensiveDashboardsOUTSOUR RCING H R OUTSO OURCINGIT SERVIC CES11

Application FeaturesABOUT OSOURCEDual StatutoryAccounting –Cash &Accrual BasisGeneric Masters withpre‐populated Industryspecific dataQuery builderApproval from Mail andHand Held DeviceMulti Tier ArchitectureEnhanced SecurityFeatures (SSO & LocalPassword Management)Multi Group CompanyMulti CurrencyRole Based AccessPrivilege DefinitionF&AOUTSOUR RCING HR OUTSO OURCING IT SERVIC CES12

F&A OUTSOURCINGHR OUTSOURCINGCHAPTER 3 –APPLICATION FUNCTIONALITIESIT SERVICES13

Application FunctionalitiesABOUT OSOURCEF&AProjectManagementClient Creation, JobCreation & Employee JobMappingTravelManagementTravel Requisition &ApprovalHRMSEmployee Self ServiceGeneralLedgerChart of AccountsAccountsReceivableAccountsPayableOUTSOUR RCING HTime Sheet Entry &ApprovalExpense Sheet Entry &ApprovalTicket, Accommodation& Forex IssueRecruitmentInductionTrainingTax SetupJournal VoucherInvoicing & Credit NoteBill BookingR OUTSO OURCINGInventory TransferWrite‐up & Write‐OffTravel ExpenseSubmission & ApprovalAppraisalTransfer, Promotion &ExitDebit & Credit NoteLedger, Cash & BankBook, Trial Balance, P&L& Balance SheetCollectionsPaymentIT SERVIC CES14

• Approval ABOUT Work OSOURCE FlowFor Chargeable JobsEmployeeAssistantManagerManagerPartnerApprovalFor Non‐Chargeable JobsManagerAssistantManagerEmployeePartnerF&AOUTSOUR RCING H R OUTSO OURCINGIT SERVICES15

Enterprise SetupF&ACompanyMasterGroupCompanyLegal EntityService LineMasterInternalService UnitRevenueUnitClient GroupMasterClientMarket/SubMarketJob MasterEntityRevenueUnitEmployeeMasterLegal lE EntityInternalService UnitDesignationBased HourlyBilling RateDesignationService LineBlended HourlyRateMarketRevenueUnitOUTSOUR RCING HActivityGroupActivityIndustry/SubIndustryClientManagerPartnerLocationReportingManagerReportingPartnerCurrencyAmountCurrencyAmountR OUTSO OURCINGDepartmentDesignationIT SERVIC CES16

Technical ArchitectureABOUT OSOURCEInternetInternet / Intranet Based ArchitectureFirewallBranch Office 2Web Server +Application ServerCorporate Office TeamIntranetF&AOUTSOUR RCING HR OUTSO OURCINGBranch Office 1Customer OfficeDatabase ServerIT SERVIC CES17

F&A OUTSOURCINGHR OUTSOURCINGCHAPTER 4 –SELECTED SCREEN SHOTSIT SERVICES18

Client Creation FormF&AData pointsFor MISPurpose likeClient group,Industry,Market etcOUTSOURCING HR OUTSOURCINGIT SERVIC CES19

Job Creation FormLegal Entity - BillingF&AJob mappingToCustomer,Manager,PartnerService Line,FeeDiscountLevel/ActivityBasedFeeBudgetOUTSOUR RCING H R OUTSO OURCINGIT SERVIC CES20

Timesheet EntryWeek at a GlanceWith Chargeable &Non chargeableHrsExcel baseduploadCopy &PasteBreak-upOf a Day hrsspentInput forEach project,ActivityF&AOUTSOURRCING HR OUTSOURCING IT SERVICCES21

Invoice Creation PageMIS Books& StatutoryBookOPEBreak-up WithUnbilled/UnprocessedBillingCurrencyServiceTaxbreakupF&AOUTSOUR RCING H R OUTSO OURCINGIT SERVIC CES22

Bill BookingF&A23Vendor Bill withMaterial/servicebreakupMappingOf expenseClaims toVendor billOUTSOURCING HR OUTSOURCING IT SERVICCES

F&AOUTSOURCINGHR OUTSOURCINGIT SERVICES37Budget –Account Group Mapping MasterMapping ofGL groups/AccountsTo budget

F&AOUTSOURCINGHR OUTSOURCINGService line &LocationSpecific budgetIT SERVICES38Budget –Creation

F&AOUTSOURCINGHR OUTSOURCINGPre-plannedMapping ofIT SERVICESEmployee tojobResource Request

F&AOUTSOURCINGHR OUTSOURCINGIT SERVICESCandidate Master Details FormCandidateDatabase

Job LedgerDetailedJob Ledger withFee/OPE production,Billing, write off,Write up,Transfer in/outF&AOUTSOUR RCING HR OUTSOURCING IT SERVICES28

F&AOUTSOURCINGPartner wiseFee GenerationsummaryHR OUTSOURCINGIT SERVICES29Production Summary

F&AOUTSOURCINGEmployee/Partner’sChargeabilityHR OUTSOURCINGIT SERVICESChargeability Report30

F&A OUTSOURCING HR OUTSOURCING IT SERVICESProject Milestone & Fortnightly Manager Review

F&A OUTSOURCING HR OUTSOURCING IT SERVICESDashboard