OPEN ERP for Govt

1. Bespoke ERPs
for PSUs
Open Source ERPs ;
The way forward for
DIGITAL TRANSFORMATION
for the Indian PSU

2. Index
1. Why ERPs for PSUs
2. Offerings
3. HRMIS Modules
4.HRMIS USPs
5. CSM’s approach for ERPs in PSUs
• Product
• Implementation
6. Our ERP Portfolio
7. Why ODOO?

3. Why DIGITAL TRANSFORMATION via Open Source ERPs for the Indian PSU ?
Source : Mc Kinsey, Global Institute Digital India

4. Why DIGITAL TRANSFORMATION via Open Source ERPs for the Indian PSUs?
Digital is NOT the future, it is Today!
+VE INDICATORS & CONTRIBUTORS OF THE DIGITAL SHIFT
• Takeaways From the ET National PSU Virtual Summit 2020 :-
• Digital is Key Towards becoming “Atmanirbhar”- M V
Gowtama, CMD, Bharat Electronics Ltd.
• COVID 19 carves a way to digital literacy and self-reliance -
D K Hota, CMD, BEML
• Union government launched “Digital India” in 2015, its swift
implementation ensured the digital empowerment
• PSUs added vendor registration links to their websites or set up
exclusive vendor portals, invited e-bids, conducted reverse
auctions, and selected successful bidders online
What are the challenges in going ushering a Digital
Led economic growth for PSUs in India
Reluctance to adopt cloud
Data as an under-utilized asset; not being
leveraged for Data Analytics and Insights
Legacy IT systems, working in silos; not cost
productive
Cyber Security key risk due to legacy applications
Mobile applications highly under-served
Non-Mobile systems cannot leverage efficient
delivery infrastructure of 5G
Source : KPMG : Digital Transformation in the Public Sector

5. Why DIGITAL TRANSFORMATION via Open Source ERPs for the Indian PSU ?
As per an industry report dated 31 March 2019, India is propelled by 399 PSUs with a total investment of Rs 16,40,628 crore.
In short, a key vertical integral to corporate India.
The time is now, for India's government undertakings – Maharatnas, Navratnas, and Miniratnas – to make a switch.
EMPLOYEE
EMPOWERMENT
CUSTOMER
(INDUSTRIES’)
ENGAGEMENT
OPERATIONAL
OPTIMIZATION
PRODUCTS/SERVICE
DELIVERY
TRANSFORMATION
PROCESS RE-
ENGINEERING
FOR EFFICIENCY
WHAT VALUE ARE WE AIMING TO BRING WITH GOING THE DIGITAL ERP ROUTE ? KPIs we intend to
improve
• Cost Efficiency
• Mobility
• Data Security
• Analytics
• Productivity
MAKE YOUR “CORE”
DIGITAL FIRST!
• Open source ERPs form the core of any digital
transformation drive leading to increased productivity,
decreased costs & operational optimization
• An ERP is the foundation stone on which emerging
technologies such as RPA, Al and analytics can stand tall
and lead to a digital economy shift
• Unlike legacy apps, ERPs form the backbone which does
not allow systems to work in silos
• Without a new-age ERP, the maturity of an organization
for digital transformation is at level 0

6. Our Bespoke ERP Offerings for PSUs
Inventory
Purchase
Project
Field Service Helpdesk Documents
1. Operations Management
MRP PLM
MRP
Maintenance
Quality
2. Manufacturing Management
Accounting Invoicing
Expenses
3. Finance Management
Website
Builder
E-commerce Events Forums
Blogs E-Learning Appointments Live Chats
4. Website Management
CRM Sales Point of Sale
Subscriptions Rental Documents
5. Sales Management
6. Marketing & Campaign
Management
7. Communication
8. E-signature
9. Customizations
10.HRMIS

7. The CSM HRMIS – A ready fit for any Indian PSU !
MODULES
• 1. Recruitment
• 2. Onboarding
Talent sourcing and on Boarding
• 3. Employee Profile
• 4. Payroll Processing
• 5. e-File
Core HR
• 6. LTC
• 7. IT Declaration
• 8. Loans
• 10. PF
• 11. Leave
• 12. Travel & Tour
• 13. Re-imbursement
• 14. Vehicle Request
• 15. Property Declaration
• 16. Indent
Employee Self Service
• 17. Appraisal Management
• 18. Transfer
• 18. Training and Skill Development
Personnel Development
• 19. Analytical Dashboard
• 20. Customizable MIS Reports
• 21. Fully automated configurable
workflow engine
• 22. Vigilance
• 23. Calendar and Meeting
Management
• 24. Communication tools
• 25. Surveys
• 26. Contacts
• 27. Single Sing On
Others

8. Employee Onboarding and Recruitment
Service Book Creation |
Field Customizations for Job positions, designations, family and nominee
details |
Probation & Contract Clearance for Transfer, DR, Promotions etc. |
11 types of certifications and attestations |
Custom Roster Creation | Manpower Requisition | Advertisement creation |
Custom Recruitment form builder
LTC
Configured as per the Central Govt. LTC Guidelines | Leave Encashment
Calculation | Configurable Block Year and Sub Block Year | Integration with
Service Book & Leave Module
Re-imbursement
1.11 types re-imbursements configured as per the Swamy book (Tuition fee,
lunch subsidy, residential telephone, mobile, medical OPD, Leave
encashment)
2. Re-imbursement type master is created for upper limits , and branch wise
configs
4. Integration with Income Tax for exemption benefits
Leaves
Sandwich Rule| Encashment Rule| Carry Forward Rule | Commuted Leaves |
Half-Pay Leaves | Credit Policy as per Swamy Book | Leave combination as per
Swamy Book (PSU Guidelines) | RH & GH | Branch wise holiday calendars |
Eligibility as per Employment Stage | Integrated with LTC and Service Book
Income Tax
A. Developed as per the standard income tax guidelines (IT Rules) as mentioned
below
1. IT Rule -Section Master and Business Conditions
2. Income Tax Slab Configuration as per Gender and Age
3. Provisions for IT Declaration and Actual Submission
4. Exemption , Rebate & Deductions Logic
5. Integration with Payroll and Re-imbursement
Payroll
1. Integration with Loan module
2. Integration with Income tax
3. Integration with PF
4. Pay- levels are set according to CPC (Central pay commission) 7
5. Custom reports such as Pay Register Report (branch wise, department wise
etc.)
The CSM HRMIS – A ready fit for any Indian PSU !
WE HAVE WHAT YOU NEED . . .

9. Loans
1. Integration with Payroll module
2. business logic configured as per Swamy book for short term loan
* As per Pay bands
* Interest rate calculation
* Recovery Logic
PF
Based on EPFO (Employee Provident Fund Organization) guidelines |
provision of adding annual interest | PF withdrawal Logic | Tightly integrated
with Payroll & Income Tax
Appraisal
Appraisal Template creation as per the employee pay-level | Allows the
defining the KRA and KPI specific to sections/parts | self review(officer
reported), filling of scores and remarks against KRA and KPIs by reporting
authority and reviewing authority | Appraisal declaration |
accepting/disagreeing with the final appraisal
| diff appraisal cycles for different employee groups | Integration with
Employee module
e-File
Developed as per the CSMOP (Central Secretariat Manual
Office Procedure)
The hassle-free , agile file movement system!
2. Provision for inward processing/ correspondence diariazation
3. Provision for sending a correspondences
4. Provision for creating a new file
5. Auto generation of file number
6. Provision for green note ]
7. Provision to refer noting to a correspondence section
8. Provision for draft and dispatch letter
9. Version control management for draft letters
10. Provision for creating and merging Part files
11. Provision to track file movement
12. Provision for pulling up subordinate files/ correspondence
13. Provision for inbox and outbox
14. Provision for closing files
15. Provision for searching files
16. Provision for an open workflow concept (sending files to others within the
branch for consultation)
17. Provision for external users enabling inter-branch file movement
The CSM HRMIS – A ready fit for any Indian PSU !
WE HAVE WHAT YOU NEED . . .

10. Our open-source HRMS
solution involves an end-to-
end, modular and
customizable framework that
encapsulates all core
functionalities and processes
that are needed from an
enterprise-level HRMS system.
CSM’s HRMS Solution
“Building a Future Ready Workforce"
Lower Cost Of
Ownership
Keeps Budget Under
Control
Specialized Resource
Management
360 Degree
Approach
Multi
Organization

11. CSM’s ERP APPROACH. . .
• Configure
First
Approach
• Data
Analysis for
Migration
GLOBAL
GAP
ANALYSIS
USABILITY
TEST
SCENARIOS
DATA
MIGRATION
ANALYTICS ,
EMERGING
TECH &
PRODUCT
UPGRADES

12. With CSM,
Product fitment
never takes priority
over your Policy
Needs
With 20+ years in GOV-TECH
We put YOU first
Product

13. CSM’s ERP APPROACH. . .
1. Open Source
BENEFITS :
 Custom Configurations as per PSU rules
 Low o No Turn Around Time
 Excellent Mobile User Interface
 Low implementation Cost
 Specific Productization for PSUs
2. Highest time in Requirement Analysis
BENEFITS :
 We study your guidelines, rules and policies
 Business Conditions as per your needs
India
BENEFITS :
 In-depth understanding of central and state governance
in India in various domains
 Assistance in project grounding
4. Configurable Framework created for PSUs
BENEFITS :
 360 degree approach
 Understanding Practical & Policy constraints
 Multi-Organization

14. Why Choose ODOO 14.0 in Open
ERPs?

15. CSM’s OPEN ERP CLIENT PORTFOLIO FROM GOV-TECH

16. Request for a Demo
Need a Demo, scan the QR code and
contact our sales team today to know
how an ERP product implementation
can be hassle free and fit like a glove
for Indian governance agencies and
PSUs
www.csm.co.in | CMMi L5