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PROJECT MANAGEMENT SYSTEM


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Table Of Contents  Company Overview


 Why CentraHub
 Solutions Statement
 Introduction – CentraHub Project Management
 Key Features
 Problem Statement
 3rd Party Integrations
 Our Support

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Who We Are

Founded Users Locations Experience

1993 150k 17 Offices 27 Years

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CENTRAHUB CRM – PROJECT


MANAGEMENT
Problem Statement
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Problem Statement

 One of the biggest challenges faced by businesses while managing


projects is running behind schedules and going overboard with the
budget.
 Difficulties in tracking the Tender BOQ against the actual.
 Difficulties in tracking project wise status.
 Inability to track consolidated projects on hand/by each team.
 Challenges in Variation Order tracking and process against actual
BOQ.
 Inability in calculating progressive billing against the actual work
done
 Inability to track inventory, movement from warehouse-to-site or
direct-to-site received from supplier
 Subcon process against each/multiple Project
 Inability to track real-time project wise Profit & Loss Statement
 Challenges in tracking missing or lost inventory
 Hurdles in delivery or handover milestone as per the contract

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CENTRAHUB CRM – PROJECT MANAGEMENT


SOLUTION
An Introduction
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CentraHub Project Management Solution

Pre-Sales & Execute


Project Payment &
Stage Plan
Acquisition & Control Revenue
Tracking

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CentraHub Project Management Process Workflow

Request For Quote/Bill Of Letter of Award and Calendar Management


Quantity (BOQ)/Follow up Contract to initiate a plan

Material Requisition/ Progressive Billing


Materia/GRN and Variation Order
Receipt/Subcon etc.

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CENTRAHUB CRM – PROJECT MANAGEMENT


SOLUTION
Key Features
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CentraHub Project Management – Key Features

Lead and Opportunities


• Manage leads & opportunity pipeline
Management • Track and monitor opportunities by stage, follow
up, appointment, documentation and etc.

Bill Of Quantity (BOQ) • Request for Quote


• Bill Of Quantity (BOQ) as part of tender process

Contract Management
• Letter of Award
• Contract

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CentraHub Project Management – Key Features

Material Request • Project wise material request


• Centralize purchase tracking based on projects
• Approvals

Goods Received Notes • Multiple Warehouse tracking


• Project site as Receiving Unit
• Transfer from warehouse to project Site

Sub Contractor Management • Purchase Order to Subcon


• Service or Transfer from Warehouse to Project Site

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CentraHub Project Management – Key Features

Billing/Invoicing • Stage wise tracking


• Progressive billing
• Variation order

Approval • Approval by hierarchy


• Limit of BOQ/quotation

• Gantt Chart
Report/Analysis Tool • Unlimited creation of reports
• Built-in Business Intelligent tools
• Summary Reports – graphical presentation

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CENTRAHUB CRM – PROJECT MANAGEMENT


Solutions Statement
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Solutions Statement

Better Efficiency in Delivering Services

Enhanced Customer Satisfaction

Improved Growth and Development

Effectiveness in Delivering Services

Increase in Quality & Quantity

Greater standing and competitive edge

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CENTRAHUB CRM – PROJECT MANAGEMENT


User Types
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Types of Mobile Users

Backend Users Business to Business (B2B)


• Admin/Sales User • Sub Contractor Agents’ mobile devices
• Technician • Dealers / Distributors
• Top Management
• Managers

CSS – Customer Self Service


• Customers
• Suppliers
• 3rd Parties

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CENTRAHUB CRM – PROJECT MANAGEMENT


Third Party Integrations
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Integrated 3rd-Party Apps - Google

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Integrated 3rd-Party Apps – Social Media

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Integrated 3rd-Party Apps - Telephony

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Integrated 3rd-Party Apps – Payment Gateway and Others

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3rd-Party Apps – Ready For Integration

Focus 9 ERP: MYOB ERP


Accounts, Vouchers and Reports Ledgers, Inventory, Vouchers and Reports

TALLY ERP9 XERO Accounting System


Ledgers, Inventory, Vouchers and Reports Contacts, Accounts, Transactions and Reports

QUICKBOOKS Online AutoCount AOTG


Contacts, Accounts, Transactions and Reports Other ERP applications

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Verticals We Serve
Education

Project Management

Automotive
Retail

Facility Management

Professional Services
Real Estate
Courier Management

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Sales

Support

CentraHub Teams Implementations

Marketing

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For queries related to this webinar or our solutions, email us at:

dm@centrahub.com

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