CORP PROFILE AND PRODUCT PRESENTATION FOR ORION ERP.

1. ORION Advantage @Engineering
impetus`
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2. Agenda

Impetus Consulting
 3i Infotech Ltd
 Orion Advantage
 Micro Verticalization
 Product Offering
 Orion Advantage Engineering
 Process Flows and Highlights
 Administrator and Configurator
 Key Reports
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2 - Confidential

3. Impetus Consulting


Impetus Consulting was re-born in 2004, an idea crafted by
a 5 decade strong business advisory firm and two
experienced consultants
 Sundar & Co - an audit, advisory & consulting firm
founded in 1958
 R Mohan formerly a senior manager with PwC – 17 years
experience in Assurance & Business Advisory
 S Mahadevan – a management consultant who served a
8 year stint in large consulting firms (PwC, KPMG &
Accenture)
Krish Srikkanth, the evergreen cricketing personality,
joined the Impetus team as a Brand, Marketing & Strategic
Advisor
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4. Vision
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
IC, synonymous for
Intellectual Capital, envisions
to become a recognizable
force in facilitating
businesses to create, sustain
and continuously develop
knowledge through superior
process and technology
competence
Focusing to emerge as a key
player in knowledge
management business IC
decided to focus on three
paradigms
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Consulting
Trans-sourcing
Technology

5. The Focus

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Strategy and Business Design
Technology enabled Process Consulting
Information Systems Optimization
Corporate Finance and deal advisory
Trans-sourcing (Business Sourcing Support in
areas such as CRM, Finance & Accounting)
SUCCESS = VISION + METHODOLOGY + DELIVERY
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6. Our Lineage
Asset Base - $25 Billion US
Net Owned Funds - $2 Billion US
India’s
Technology Bank
ICICI Vision
To be the preferred brand for
total IT Solutions for corporates
and individuals
Strong Risk
Management
Systems
Operating on Global Benchmarks
First Indian Company on the NYSE
US GAAP Audit
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Close relationship
with Government and
Multilateral / Bilateral
Agencies

7. ICICI Group - A virtual universal bank
Corporate Financial
Services
Retail Financial
Services
ICICI
ICICI
ICICI Bank
ICICI Bank
ICICI Capital
ICICI Securities
ICICI Prudential
ICICI Brokerage
ICICI Web Trade
ICICI Venture
ICICI PFS
ICICI Lombard
ICICI Home
Technology Enabled By…...
3i Infotech
sole driver of group’s technology initiatives ….
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8. 3i Infotech Limited
• SEI CMM Level 5
• ISO 9001 – 2000 certified
• 3000 plus technical and functional specialist
UK
US
London
New Jersey
Connecticut
UAE
South East Asia
Dubai
INDIA
Ahmedabad
Bangalore
Chennai
Mumbai
New Delhi
Hyderabad
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Singapore
Malaysia
Australia
Sydney

9. Awards and Accolades
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10. Technology Architecture
Oracle 9i
(ORION
Database)
LAN
Oracle
9iAS
(ORION
Application
Server)
Front End
Forms 6i
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LAN /WAN / INTERNET

11. ORION Advantage ERP Suite grows to suit
your requirements
ORION Advantage
•
•
•
•
•
•
ORION Advantage
SMB fit
Pre-Configured plug-n-play solution
Rapid Implementation
Easy Deployment
Low Total Cost of Ownership
End to End functions integrated
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12. Why Micro Verticalization
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Industry Specific Solution incorporating Best
Practices
Eliminating Business Process Study and
Customization
Rapid implementation cycle with least business
disruption
Resulting in…

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Higher and faster ROI
Repeatability and Scalability
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13. Product Offering
Single Window Solution comprising
• Pre Installed Orion Advantage
• Pre Installed Oracle Database
• HP Xeon Server
• Windows Operating System
• Windows Cal
With
• CBT for user training
• One Implementation Training Coupon
• One Month Support Coupon
(15 User Licence)
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14. Orion Advantage
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15. Orion Advantage Engineering
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Pre-Mapped Engineering Products Industry
specific solution using Orion Framework
Engineering Industry specific statutory
requirements compliance
Engineering Industry specific reports
To Go Live, Customer Requires

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Solution Personalization
Training
Solution Rollout
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16. Orion Advantage
Forecast
Reorder / Min
Max Planning
Sales Contract
Production
Scheduling
Purchase
Order
Capacity &
Material Req.
Planning
Goods
Receipt
Daily Prod. Plan /
Work Order
Finished Goods
Quality Control
Subcontracting
Finished Goods
Stores
Rework
Delivery Note &
Invoice
DEPB /
Adv. Licence
Payment
Architecting “e”
Preventive &
B/D Maintenance
Production
Execution
QC Inspection
RM
/ Line
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New Product
Prototype Dev.
Tools
Management
Rolling Customer
schedule
Purchase
Requisition
Bill
Booking
Sales Order
16 - Confidential
Collections

17. Process Flows and Highlights
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18. New Product Prototype Development
Sample Product
Configuration
BOM
Tech Specification
For Components
Cost Estimation
Cost Sheet
Prototype
Reference Model
Validation
Parameter
Development
Parameter
Defining
Development Shop
Product
Prototype Plan
Development
Component
Input
Test
Results
Prototype
Acceptance
Yes
Sample
Validation
Sample
Product
No
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Stores

19. New Product Prototype Development

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Prototype configuration and development shop
definition
Prototype development using separate
development series
Tracking components used by serial numbers
Documenting prototype reference model by
recording component specifications, test results,
development parameters
Generate cost estimations and cost sheets for
prototypes
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20. Production Planning
Forecast
Sales Contract
Sales Order
Rolling Customer
schedule
Dynamic
Changes
Production
Scheduling
Capacity
Planning
Material Req.
Planning
Purchase Requisition
Generation
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Daily
Production Plan

21. Product & Production Line Configuration
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Maintaining version controlled hierarchical BOMs
with all assemblies and components
Component-wise technical data definition
Defining production lines with work centres,
machines, operations
Defining work centre wise production and quality
parameters
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22. Production Planning

Using customer forecast schedules / sales
forecasts for production scheduling and feeder
line sequencing
 Rolling production plan
 Daily shift-wise machine-wise production plan
 Material requirement planning against capacity
limitations
 Flexible MRP frequency to handle dynamic
changes in customer schedules
 Generating load profiles for over loading / under
loading information
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23. Production Execution
Production
Scheduling
Material Req.
Planning
Capacity
Planning
Daily Production
Plan / Work Order
Reprocessing /
Rework
Rejected
Quality Control
Production Line
Work Centres
Operations
Accepted
Finished Goods
Stores
Work Order Splitting
Operation Swapping
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Tools
Room
23 - Confidential
Line Side Inventory
Management

24. Production Execution
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Tracking production across multiple tracking
points
Confirmation of production order for back flush
consumption
Line side inventory management
Tracking serial no. / Batch of components across
the production process
Reprocessing and rework
Work order splitting with simultaneous scheduling
for faster production
Operation swapping for better resources utilisation
Rescheduling based on sudden changes in
customer schedule
impetus`
Architecting “e”
24 - Confidential

25. Tools Management
Material Req.
Planning
Tools Req.
Planning
Tools
Room
Tools Life
Monitoring
Tools
Records
Maintenance
Tools
Reordering
Receipt of
ordered Tools
Inspection
Record
Issue
Tools
Inspection
Issue
Return
Return
Production
line
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Processing
25 - Confidential

26. Tools Management
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Tools requirement planning
Issue of tools to production line
Reordering tools on the basis of tools life
monitoring
Tools inspection and maintenance
Maintenance and regrinding cycle of tools with
external vendor
Amortization of tools cost or advance
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27. Subcontracting
Production
Planning
Materials
Stores
Payment
Production
Work Order
Material Issued
for processing
Subcontracting
Process
Bills Processing
Material at
Subcontractor’s
Material Tracking
and Valuation
Production Line
Return of
Processed material
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28. Subcontracting
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Subcontracting connected to work order
operation
Supply of material for subcontracting either by
external vendor or internal supply
Tracking of subcontract process through
subcontracting work centre
Subcontracting encompassing multiple vendors
Change in item code after processing
Tracking and valuation of material on
subcontracting
Subcontractors’ bills processing and payment
Excise related formalities for subcontracting
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29. Quality Management
Incoming Materials
Receipt
Rework
Vendor
Scrap
Quality Inspection
Materials
Stores
Accepted
Inspection
Rejected
Quality Control
Pareto Analysis
Analysis of
Rejections &
Defective Parts
Quality Data
Maintenance
Histograms
Control Chart
Quality Inspection
Production
Process
Online QS9000 /
Process Control Documents
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Inspection
Rejected
Accepted
Finished Goods
Stores

30. Quality Management
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Defining inspection criteria for material and
components to be inspected
Work centre wise quality control of WIP and
finished products across production process
Defective parts analysis
Generation of analysis certificates
Quality data maintenance and evaluation
Pareto analysis, histograms and control charts
Document structures to maintain complex sets of
documents of QS9000 quality & process control
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30 - Confidential

31. Preventive & Breakdown Maintenance
Preventive Maintenance
Production Line
Breakdown Maintenance
Preventive Maintenance
Planning & Scheduling
Machines
Breakdown Intimation
Equipments
Breakdown Maintenance
Work orders
Time
based
Condition
based
Labour
Preventive Maintenance
Activity
Material
Maintenance
Equipment
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Breakdown Maintenance
Activity

32. Preventive & Breakdown Maintenance

Preventive maintenance planning and scheduling
 Setting flexible maintenance cycles based on
time and condition
 Recording and reporting preventive maintenance
activity and costs
 Generate breakdown maintenance work orders
 Record, report and analyse breakdown
maintenance costs
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Architecting “e”
32 - Confidential

33. Operational Procurement
MRP
Min Max
Planning
Purchase
Requisition
Reorder
Inquiry
Supplier
Quotation
Quotations
Comparison
Rate
Contract
Excise Records
Material
Receipt Costing
Material
Receipt
Bill Booking
Payment
Processing
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Purchase
Order
Letter of
Credit

34. Operational Procurement
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Intimation of forecast schedules to vendors
Vendor rating for price, quality and delivery
performance and quotation comparison
Purchase order generation with rate contracts
and tax environment
Tracking material with serial no. / batch no.
Costing material receipts with relevant costs
Three way matching of vendor bills with material
receipts and purchase orders
Vendor bill processing and payment processing
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34 - Confidential

35. Inventory Control
MRP
Inventory
Replenishment
Reorder Level
Min Max
planning
Materials
Stores
Issues
Physical
Stock Take
Returns
Safety stocks
Subcontracting
Other
Locations
Production
Line
Transfers
Tracking
Stock-in-Transit
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WIP
Inventory
FG
Stores
Inventory
Valuation

36. Inventory Control

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Holistic planning covering all locations and levels
Inventory replenishment - reorder level, MIN MAX
planning and MRP
Inventory visibility and monitoring - raw material,
components, WIP and finished products
Tracking WIP inventory through the entire
production process
Inventory valuation – FIFO, WAC, moving weighted
average
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36 - Confidential

37. Order Management
Forecast
Sales Contract
Sales Order
Rolling Customer
schedule
Finished Goods
Stores
Delivery Note
Invoice
Excise
Records
Collection
Exports
Exports
Advance Licence
Details Update
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Architecting “e”
DEPB
Application
37 - Confidential
DEPB Licence

38. Order Management
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Checking Available to Promise and Production
Feasibility to confirm delivery dates & quantities
EDI Integration with Principals / Customers for
Schedules, Changes, Orders, dispatches and
Invoices
Defining flexible pricing conditions
Tracking orders through production, despatches
and invoicing and collections
Handling incentives like DEPB, Adv Licensing in
export sales
Sales Analysis and Sales Profitability Analysis
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39. Export Import Related
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Export Import documentation
DEPB credits and utilizations
Advance licences and tracking export obligations
Duty free replenishment scheme (DFRS)
Export promotion capital goods (EPCG) scheme
Letter of credit establishment, amendment and
tracking
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40. Management & Cost Accounting

Profit centre accounting by accounting period
 Cost centre accounting with variance analysis
 Product cost accounting – with costs broken
down by stages of the production process
 Vertically summed Cost elements throughout
product structures
 Profitability accounting by segments
 Cost allocation cycles
 Standard costs and variance analysis
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40 - Confidential

41. Financial Accounting
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General ledger and sub ledger maintenance
Accounts receivable / payable
Multiple accounting segment hierarchy maintenance for
flexibility in financial reporting with drill down facility
Multi currency accounting
Expense allocation cycles
Effective and flexible monthly and yearly closing processes
Financial statements and analysis
Flexible budgetary control
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41 - Confidential

42. General Ledger & Budgeting
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Multi-level consolidation
Company
Division
Department
Analysis Codes

Project wise
 Job No wise
 Multiple

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
Main Account
Sub-Account
Multi-dimensional accounting

Activity Codes
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42 - Confidential

43. General Ledger & Budgeting
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User-definable Accounting Levels
Flexible Chart of Accounts
Multiple formats of P/L & Balance Sheet
Budgeting at all consolidation levels
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43 - Confidential

44. General Ledger & Budgeting


Forex Re-valuation
Extensive Reporting & Querying

Chart of Accounts Zoom Query
Drill down to
the voucher
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44 - Confidential

45. Bank & Cash Management
• Bank facilities management
• O/D
• Bank Guarantees
• Letter of Credits
• Auto Bank Reconciliation
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45 - Confidential

46. Statutory Records & Reports
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Excise records, reports and returns
Sales tax records and reports
Sales tax forms tracking
TDS reports and returns
Financial statements and reporting
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46 - Confidential

47. Administrator and Configurator
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User friendly Menu Creation and Menu
Structuring
Setting up of transaction workflow management
Graphical view of workflows
Approval & amendment privilege definition
User friendly cloning of existing transaction types
to create new transactions
Personalizing specific transaction behaviour
according to specific business rules
impetus`
Architecting “e”
47 - Confidential

48. ORION ERP – Easy graphical setup…
• Just select your Industry.
Chemicals, Pharma, Auto-Ancillaries,
Engineering, Trading, IT Distribution …
• Drag n’ drop your workflow
• Get trained and start using
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49. Key Reports
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50. Key Reports (1 of 3)

Production Reports
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Capacity and production scheduling work sheet (View)
Comparison and analysis of raw material and
Components consumed
Section wise daily production report
Section wise production log sheets
Process control charts
Operations efficiency charts
Pending production against rolling orders report
Finished product wise Labour Utilization
Machine load profile and classification report
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50 - Confidential

51. Key Reports (2 of 3)
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
Quality Assurance Reports
 Rejection at Final Inspection
 Inspection reports
 Pre Dispatch Inspection Report
 Non conformance Review & Analysis report
 Incoming Material Quality Assurance report
 Rejections received back from customers
Tracking and Control Reports
 Inventory at Subcontracting Locations
 Subcontractor wise Process Plan
 Raw Material Purchase Plan
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51 - Confidential

52. Key Reports (3 of 3)

Maintenance
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Export Incentives
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Preventive Maintenance Plan and Schedule
Preventive and Breakdown Maintenance Registers
Pending DEPB and Advance Licensing
DEPB on hand Status
Status of Advance License on hand
Status of Excise Refunds applied for
Statutory Reports
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Sales Tax Detailed and Summary reports
Sales Tax forms tracking reports
Category wise TDS return
Excise registers and Excise return
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52 - Confidential

53. 3i Infotech Clients
Finance, Banking,
Insurance
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Retail &
Manufacturing
53 - Confidential
Others

54. Global Clientele
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55. Global Clientele
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56. Orion Customers: India
 Pidilite Industries Ltd, Mumbai
 Himalaya Drug Company. Bangalore
 JKM Daerim (HYUNDAI), Chennai
 TTK Prestige Ltd, Chennai
 Hydro S&S Ltd, Chennai
 Vasant Chemicals Ltd, Hyderabad
 Regency Ceramics Ltd, Hyderabad
 Kirby Constructions Ltd, Hyderabad
 Sri Chamundeswari Sugars Ltd, Bangalore
 Eastern Group of Companies, Kochi
 Auto Die Casting, Coimbatore
 Silicon Valley Components
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57. Orion Customers: India
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B Braun Medical (I) Instruments
Kali Material Handling Systems
Trident Pneumatics
Industries Del Recambio,Coimbatore
Twin Star Metal Products, Chennai
Dishnet DSL Ltd, Chennai
 Panchmahal Steel, Gujarat
 SRF Polymers Limited
 Institute of Chartered Accountants of India
 National Diary Development Board, Gujarat
 Shamken Group of Companies
 Jaypee Cement Limited
 Asian Peroxides Limited
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58. Impetus Customers
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59. impetus`
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59 - Confidential