The document is a proposal from a vendor to implement an ERP system for Hutzler Manufacturing Company using Compiere software. The vendor will conduct a system requirements study, initial setup, testing, and provide 12 months of support. Key aspects of the implementation include configuring the system, modifying code as needed, user acceptance testing, and providing documentation.
The document is a proposal from a vendor to implement an ERP system for Hutzler Manufacturing Company using Compiere software. The vendor will conduct a system requirements study, initial setup, testing, and provide 12 months of support. Key aspects of the implementation include configuring the system, modifying code as needed, user acceptance testing, and providing documentation.
The document is a proposal from a vendor to implement an ERP system for Hutzler Manufacturing Company using Compiere software. The vendor will conduct a system requirements study, initial setup, testing, and provide 12 months of support. Key aspects of the implementation include configuring the system, modifying code as needed, user acceptance testing, and providing documentation.
The document is a proposal from a vendor to implement an ERP system for Hutzler Manufacturing Company using Compiere software. The vendor will conduct a system requirements study, initial setup, testing, and provide 12 months of support. Key aspects of the implementation include configuring the system, modifying code as needed, user acceptance testing, and providing documentation.
Non-Disclosure Agreement The reading of this document shall be deemed as agreement on both parties not to reveal the contents of such RFP and this proposal, to outside parties other than the prospective Vendor who acted as author to this document, and its appointed agents as deeemed fit by the Vendor or Client. If by intent of the Client not to award this project to the said Vendor, then such document and its contents must not be refered to in contravention to the Intellectual Property Rights contain therein. Instead all forms of such documents must be destroyed by the Client; with burden placed on the Client to do so in good faith.
The author of this document represents his own team also refered to as the Vendor and the Client is Hutzler Manufacturing Company, USA. This document is in response to their RFP issued in February, 2005. Redundant information from that RFP is kept away from this document and is to be read in conjunction with that RFP.
- TABLE OF CONTENTS -
Comments on RFP .......................................................................................2
Project Implementation Plan........................................................................3 System Requirements Detail Study .........................................................4 Initial Setup..............................................................................................4 Configuring AD and Source Modification ..............................................4 Testing and User Acceptance...................................................................5 Support Contract ......................................................................................5 Documentation.........................................................................................5 Team Structure.........................................................................................5 Rationale of costing. ................................................................................6 Suggested Mode of Payment ...................................................................7 Breakdown of Modifications: ..................................................................7 Vendor Unique Proposition .........................................................................7 References & Goodwill................................................................................7 Conclusion ...................................................................................................8
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Comments on RFP We studied the RFP provided and concur that Compiere do resolve about 75% of the core functionalities and where there are gaps, will require effort in studying and modifying the source and application. There is also concern of discovery of minor business rules gaps which Compiere is known to possess but the author and his associates are quite exposed with and are able to address in the course of the contract. Hereby according technical cues and notes that shall be the starting reference and guide in the event of contract award to our team. We shall make it more meaningful as we go along. The Resolution part means how it is solved in Compiere. Gaps/Issues are suspected items and may need further Customise/Proofing to resolve. The bulk of the work is in setting up the works, adjusting to the whole cycle of processes, as certain field usage are never 100% clear as its our experience with such a wide ERP application.
Company Compiere Org Structure VPN Server link Webstart/HTML Latency Testing/Tune Customers IDs C_BPartner_ID Pricings Discount Schema, default overwrite. Commissions Sliding Scale Module Reversing Credit Items Product Category Production BOM Inventory Multiple-Locations, Non-available rule Orders Project (Order) Product Samples ZeroPrice EDI Data Dictionary Shipments Contra Inventory Freight Charge Auto, Manual. Attach scans. Batch Invoicing Generate Run Materials vs Generate PO Supplies (Project) PO, Receipts, 3-way creation and Invoicing Matching Payments Auto, Manual Bank Statements Input Reconcilation CRM Via HTML, 1st tier Accounting Hierarchical COA Permanent Default Accts. Migration Imports Intro new fields
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Project Implementation Plan
This plan in this schedule is also elaborated further in subsequent notes to the suggested form to appreciate the finer technical execution issues that goes with it.
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System Requirements Detail Study
The Vendor shall go into detail study with the Client on the various requirements to map out in detail the issues and approaches as well as the gaps vis a vis Compiere. This can be a more elaborate extension of the previous section where the RFP is commented. The cycle of communication within the team may be intensive and extensive and mostly via private forum, email and where needed, web-phone. Important deliverable at this juncture is a map of the system gaps and work tasks items for the development and implementation effort ensuing right after this. The Detail Study also include referencing documents such as Chart of Accounts, Bpartners, Vendors, Customers, PriceList Discount formulas, Sample Report Schemas, Reporting Requirements. Some concept proofing will also be done on the decided Version of Compiere, as there are bound to be undiscovered bugs and new business processes as well as the possible abandonment of old processes. End of this process is a Go/No Go decision.
Initial Setup A detail step by step guide shall be provided by the Vendor and act as a checklist to the Client to implement for a development instance setup on both the Client and Vendor locations. The Vendor local instance is a parallel and exact replica for the Client’s intended setup to simulate and anticipate any issues as well as for troubleshooting, diagnosis purposes and remote disaster recovery purposes. Configuration of Master Data Sets involve Chart Of Accounts, Business Partners, and any data sets stipulated in the Detail Study above. There shall be incorporation of anticipated changes to the database structure early on to avoid integrity issues therein. Migration exercise involving import of legacy data is done both ends. There shall be a non-disclosure and confidentiality commitment on the side of the Vendor and its team members. Work when done here at Vendor side, gets tested and then transmitted to the Client via broadband for handover or replication purposes. Thus the flow of implementation is > Vendor Development > Client Development > Client Production. This flow has inherent contigency and fallback measures as well as prudent life-cycle to ensure visiblity of the project plan. Backups can be done on both locations and reported in a private forum to give comprehensive visibility to the project teams.
Configuring AD and Source Modification
• Setting of reporting engine and adjustments of reports formats. Advice on system configs, hardware sizings, and network setup. • Customising of Source Codes will happen hand in hand with the AD changes on a modular basis.
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Testing and User Acceptance
The following sums up the ending processes of the project. • Documentation of Implementation Processes, Changes, and Training Manuals. • Parallel run to live data remotely from Vendor’s end. • Evaluation and validation with live system • Adjustments • Live Cutover
Support Contract For the purpose of supporting a period of 12 months thereafter from the date of completion, to ensure a vendor proximity to the Client. • Warranty against bugs that may creep in or discovered whether it be Compiere’s or Vendor’s fault. • No version change advisable during this support period. • We will absorb very minor changes that are not within specs. • Substantial new changes against specs will be chargeable on a mutually negotiable basis.
Documentation The documentation covers: • User Requirements Specifications (URS) • Gap Analysis Report • Setup Guide Checklist • Project Progress • Modification Specs • User Manual for changed and new features • User Acceptance Test Report • Support, Disaster Recovery Procedures and Handover Report
Team Structure Project Manager (Client) - Rich Enrehaus (US) Project Manager (Vendor) - Redhuan D. Oon (red1) Compiere Expert Advisors - Marco Lombardo, Italy - Trifon Trifonov, Bulgaria Java/Database Programmers - Samsul Bahrin, Malaysia
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- Abrar, India Project Assistants - Gan Ming Hee, Malaysia - Affarina, Malaysia
The team asssembled are chosen based on working performances and direct relationships with the author. The spread of work is 60% (red1), 40% (team). Red1 shall act as the single point of contact, supported by Marco and Trifon for disaster recovery; with a local-based team for development and operationals. Abrar is a database expert known locally to the team in Malaysia and currently in Singapore for his doctorate but is actively supportive in Red1’s other projects. Samsul, Affarina and Gan are direct employ under Red1. Samsul is a Sun Certified Java Programmer 2002. This team is a highly visible team and is managed to respond to any support request by the Client within the hour of daylight time over respective locations. Marco and Trifon together with the author will review further the requirements specs and foreplan any eventuality. They are also contracted by the author to support the client as part of a coherent team on a professional and commercial basis.
Rationale of costing. All costs are on time and materials preparation basis. The unique effort here is more so the remote duplication of steps that are carried out locally first as a successful process cycle. We must coordinate a single, profound and deep understanding of the whole project on a technical and business-process basis by both parties. Thus the Detail Requirements Study is highly vital. It’s the author experience that even an unassuming setup of the Chart of Accounts can wreck havoc in spite of Compiere’s maxims of “Everything Changes” and “No Finality Rule”. Source modifications does not play a major aspect of the costs inccured as codings must follow the heels of a proper and effort-consuming study. The Vendor appreciates highly that the Client is represented by a professional who has mapped the Client processes quite visibly, and himself possess some insightful understanding of Compiere with hands-on experience into setting it up personally. This will greatly reduce the risks due to unforseen misjudgements that are among the main cause of ERP failures.
Thus this services and pricing structure accorded can still be negotiated if the Client so deems proper, and the Vendor is open and shall be ever so ready to listen and understand any other constraints, concerns or issues that the Client may so do have.
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Suggested Mode of Payment
Via monetary transfer to Vendor’s Citibank Mastercard.
Breakdown of Modifications: There shall be a breakdown of the exact modifications needed after prelimnary study during the course of the project. The Client should appreciate the maxim of RED1 that ‘often with deep analysis, the remedy may just be a mere keystroke’ and the resolution of further unnecessary cost of ownership.
Vendor Unique Proposition
1. Optimal cost of engagement with vital project risks factored in 2. Highly visible team structure of close-knit association and widely spread for contigency support and disaster recovery. 3. Highly experienced project and development staff. 4. Transparent and thorough project documentation to minimise dependency on Vendor.
References & Goodwill
1. Implementation at Futsal Courts and Cagetaria. Pls refer to http://compiere.red1.org/POSred.zip and http://compiere.red1.org/Callout.zip. Client was dependent on the author solely, singularly and entirely to resolve the issues stated therein. The author cracked the codes required to solve, compiled and redeploy into live instance. The author also conducted user training to achieve a fast time response at the Point of Sales. Client is first time setup user and a full cycle of inventory to sales was achieved.
2. Implementation at World of Feng Shui. Pls refer to
http://compiere.red1.org/ZeroPrice.zip, http://compiere.red1.org/ImportPriceSetup.zip and http://compiere.red1.org/MixMatchInv.zip. A complex Client that fully stretch Compiere to the limits. Interfacing with a 3rd party POS system. Using multi-currency, multi-pricings and multi-org, where the inventory houses 4000 over products with a huge migration effort that exposes bugs in certain aspects stated therein. Many lessons learnt.
3. Experience of Trifon Trfonov, Bulgaria:
a) Implementation Bulgarpress OOD. Biggest distributor of newspapers and journals in Bulgaria. Over 16 000 products and 2500 Business Partners. Using multi-currency, multi-pricing and multi-org capabilities of Compiere. Extended price list functionality of Compiere to support price lists valid on given day of week. Extremely huge migration effors, as client can't afford to
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stop work and import can be done only in weekends. Many improvements and bug fixes. b) Fix: Price list with checked "Price Includes Tax" now works. Proper calculation of price if price in price list includes tax. c) Developed Import procedures for : -- Material Receipts -- Material Movements -- Price Lists A close associate of RED1 the last 4 months frequently supporting in the red1 and University forums, both under the control and management of RED1 as CTO.
4. Background of Marco Lombardo, Italy:
Active in Sourceforge lending much support in Compiere and setup own technical developer documentation of it at http://compilo.sourceforge.net/. A partner in Italy’s compiere company – www.mayking.com . A close associate of RED1 for more than a year.
5. Community Forum at http://red1.org/forum
6. Other projects at http://red1.org
7. Acknowledgements at http://red1.org/guestbook.
8. Redhuan D Oon’s resume is at http://red1.org/red1CV.zip.
Conclusion An electronic application of a business is crucial to the betterment of performance of that business itself. A well-prepared and accorded project execution process will remove the forseen risks such as wrongful understanding and undiscovered application rules. The author has vast experience in projects and has assembled his own team through the years both locally and on the Open Source platform. Its our advice and practice that certain risks are averted by our measures such as proper study of needs prior to implementation, freezing of version when live, realistic expectations and insurance taking. The team here looks forward to serving the Client professionally and is confident of meeting the Client’s expectations. The author is also willing to consider visiting the Client at own costs to learn first-hand any issues upon award of contract. We shall also allow the Client to decide which part of any novelty achieved in the course of this project to be contributed back to the community as Open Source documents.
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Thanking you for your consideration.
Redhuan D. Oon c/o In-Fusion Systems Sdn Bhd, C-9-5, Megan Avenue II, Jalan Yap Kwan Seng, Kuala Lumpur, Malaysia Tel: +603-271-8338 Fax: +603-271-8228 Mobile: +6017-8869378 Residence: +603-6038-2824
