2. PRODUCT OVERVIEW
OPTICON is a comprehensive ERP solution for Construction, Real Estate and Infrastructure businesses. OPTICON is a user
friendly and ready-to-implement tool specifically designed by industry experts and Information Technology Solution Designers.
The product has been independently assessed by various domain and IT experts as to the suitability and appropriateness for the
needs and requirements of the business.
OPTICON has built-in best practices that address the financial, functional, performance and compliance requirements of the
construction industry globally. The solution enables process optimization through system configuration, integrates alerts and
messages, tracks task states and monitor the productivity of staff in the organization.
INDUSTRY SPECIFIC MODULAR COMPLETE
OPTICON is a ready-to-use ERP OPTICON is organized OPTICON completely maps all
for the construction industry around four outcome areas the vital processes specific to
engineered by experts from the viz. Projects, Materials, your construction business. It
industry. Sales and Finance - Four enables, integrates and
key functional modules of accelerates the most vital
OPTICON that really make all aspects of your organization at
the difference. one place.
In each functional area OPTICON helps your organization to optimize the business processes by eliminating redundant activities,
improving staff accountability through work assignment and time tracking, performance reporting, alerts and messages, and
activity tracking. The solution implements a single view for all information that a construction enterprise requires for planning and
monitoring its business activities. It easily adapts to the business process changes that you can do through system configuration
within few minutes. No programming knowledge is required for managing and maintaining.
Once deployed, OPTICON connects construction sites,
branch offices and corporate office through internet making it
a centralized enterprise solution, provides up-to-date
information and agility on all areas of your operations. No
more spreadsheets, no hard copy documents, no isolated
legacy applications for managing your projects, tracking your
sales progress, optimizing your material inventory, and
boosting your sales. The solution will do everything for your
business.
OPTICON enables, accelerates, and integrates all aspects of
your construction business in a single solution.
Additionally, the solution can be accessed from any location, with any type of mobile device, including iPhones, iPads, and
Android phones for capturing and managing project information, from the field to the back office. Being web-based, OPTICON
can be used on both Mac and Windows computers.
3. OUTCOME AREAS
PROJECTS MATERIALS SALES FINANCE
From tendering to Materials constitute There is no room for Business performance
estimation, from planning almost 60 -65% of total missed enquiries, monitoring has to be in
to execution including project costs. Having delayed payments or ill- real time. That is only
subcontracting, uniform procurement managed societies. possible when your
OPTICON can help your processes and visibility projects, materials and
organization in They are the key levers
of its consumption and sales are in sync with
successful of your business health.
replenishment is the key your finance.
implementation of the OPTICON tracks all
to superior business OPTICONs financial
projects within time line missed actions, alerts
performance. OPTICON module has extensive
and budget. the users.
gives you the projections. coverage.
PROJECT MATERIALS SALES FINANCE
Bid Material Enquiry Financial
Management Procurement Management Accounting
Project cost Inventory Sales Payroll
Management Management Management Management
Project schedule
Management
Subcontractor
Management
Project monitoring
& control
Client sales billing
Plant & machinery
4. FUNCTIONAL OVERVIEW
• A centralized solution for the key business functions and processes of a construction enterprise.
• Cost estimation and subsequent mapping of material and resource quantities to project schedule and rates.
• Activity scheduling, resource planning and cash flow projections.
• Complete project lifecycle monitoring and control from start to end.
• Procurement and inventory integrated with financial data.
• Integrated Process and Document Management features through inbuilt process and content engine, and also through third-
party component such as IBM FileNet P8, MS SharePoint, Documentum, and many other industry-standard tools.
• Includes Enquiry-Sales-Society Management processes.
• Provides extensive reporting features and analytics for management staff.
OPTICON seamlessly covers the key aspects of the Engineer-Construct-Contract-Sell-Operate lifecycle and therefore caters to most
of Engineering, Contracting and Realty companies. It addresses the four key outcome areas of Projects, Materials, Sales and
Finance.
OUTCOME AREA # 1: PROJECTS
Bid Management
The bid Management module enables successful bidding against tenders
floated by client organizations. Quick preparation of bids and quicker
refinements of the same based on negotiations is an important feature of this
module. Bid management module determines the price and profit margins
the organization charges from its client for executing the project. The rate
analysis for preparing bids provides clarity on profitability levels, which helps
the organization find common ground with the client.
Some of the key features are:
• Maintains all details of tender at single point for bid submission.
• Import BOQ from excel sheet.
• Links BOQ items rate to required Schedule of Rate (SOR) or rate analysis generated as per requirement.
• Provisions to keep Escalation and wastage factors for resources.
• Tender price cost finalization by applying Profit and/or Discount factors at various levels of BOQ.
• Awarded tenders are linked to execution and sub contracting modules for further process.
• Enables linking of BOQ with item of standard library (SOR) for costing.
• Facility to generate estimate through rate analysis as per requirement.
Project Cost Management
The Project Cost Management module helps define the cost of the project for planning, and controlling the project internal to the
organization. Project Cost Management involves cost estimation and managing the cost dimension of the project from initiation
through to its closure.
• Supports multiple project, sectors (phases), building units.
• Generates BOQ floor wise as per process of construction.
• Facility to select Schedule of Rate (SOR) and generation of BOQ.
• Facility to revise estimate for addition of items, deletion of items, quantity revision, rate revision.
• Facility to copy estimate from one building to the other and from one floor to another.
• Measurements detailing of Items in systematic way supported with copy paste facility and trigonometric formulae
5. Project Schedule Management Subcontractor Management
The Project Schedule Management module involves In Subcontractor Management module, subcontractors are
managing the time dimension of a project from initiation identified for executing specific project activities at time,
though closure. In Project Schedule Management, the cost, and quality constraints defined by the organization.
timescale relations between various project activities are Operational processes like work order generation,
identified at different levels of detailing, and then logically advance, and retention are seamlessly woven into the
project the schedule of the project through a network diagram. module's process sequence
The module uses a built-in charting tool which displays the
Gantt chart as well as the schedule information. • Generation of various types of work orders, amendment
to work orders, Request For Quotations(RFO),
Some of the key features are: engineering analysis of quotations, measurement books
• Integrated scheduling and networking tool that eliminates for bills, certificate of payment with respect to financial
Primavera or Microsoft Project (MSP). year.
• Scheduling of activities in project WBS and defining • Provision for creating interim or final certificate of
dependencies. payment.
• Updated progress reflected in MIS. • Payment tracking at site level.
• Calculation of float and critical path. • Supports various types of contracts like Item rate basis,
• MIS reports on schedule variance and delays. built-up area basis, lump sum with or excluding material
contracts or labor contract.
• Integrated to Primavera & Microsoft Project
Project Monitoring and Control Client Sales Billing
The Project Monitoring and Control module involves capturing The Client Sales Billing module involves tracking the
project execution and progress, proceeding with business projects executed for external clients and billing them based
transactions, as well as identifying problems. Work progress is on mutually agreed contracts. Also, the payments from
captured in Measurement Book (MB) which forms the basis client are tracked to make sure that project's working capital
for analyzing progress, certifying work completion, detecting requirements are being met as planned.
actual and impending cost & time slippage, etc.
Some of the key features are:
Some of the key features are:
• Project Status: values of billed, pending to bill, approved
• Project schedule at micro level can be prepared phase invoices, and receipts.
wise, building wise and floorwise. • Provision creating interim or final invoice.
• Project progress can be monitored on day basis, item wise • Invoice tracking.
& from resource consumption.
• Supports various (all) types of Bills; Advance;
• Forecasting budgets on week, month, building, phase mobilization, ad-hoc, on account (Advance against
entire project. work done).
• Material requisitions-resource wise, item wise, floor wise, • Work done bills linked with Measurement Book (MB).
building wise can be generated.
• Automatic calculation of retention money and
• Tracks resource consumption by item, floor, building, management of advance adjustments.
project.
• Integrated with execution and finance modules
Plant & Machinery
The P & M module enables the organization to Purchase, Utilize, Maintain and Track their Plants & Machineries. This module
covers the processes of Purchasing/ Hiring to Scrapping / Cannibalization of Plant & Machinery. This enables the organization to
track the movement of Machineries, their usage, cost of running, maintenance etc. It also provides project-wise Plant and
Machinery Cost.
Some of the key features are: • Maintaining purchase details of Plants and Machineries
• Allotment of Plant and Machinery to Projects as per the • Maintaining details of Equipment-on-Hire
requests from Projects Department The module generates following important reports
• Monitoring of Plant & Machinery Utilization
• Resource Utilization Report
• Tracking and availability of P & M
• Resource Allocation Report
• Maintenance of Plant & Machinery
• Project-wise Plant & Machinery Consumption Report
• Monitoring Consumption of Spare Parts, Oil and
Lubricants • Project-wise Plant & Machinery Expense Report
• Monitoring of Maintenance costs
6. OUTCOME AREA # 2: MATERIALS
Materials Procurement
The Materials Procurement module deals with procuring
the materials required for executing the project as per
requirement from site offices. The material requirements
thus obtained are verified against the pre-defined project
cost estimate, and made sure that only planned materials
and quantities are purchased at the planned time. The
module manages entire procurement process chain from
intend through purchase order.
Some of the key features are:
• Facility to add different taxes (VAT as required in lndia) and other charges and advances.
• Advance payment certificate and purchase certificate along with advance adjustments.
• Facility to generate transporter purchase order and purchase certificate.
• Purchase Order (PO) can be direct for sundry purchases or based on purchase requisition (from inventory).
• Supports central procurement - for sites, from site to central stores, delivery schedule linked to Material Receipt Note (MRN).
Inventory Management
The Inventory Management module involves managing the materials received through procurement, and transfer. The main
business objective here is to make sure that project does not get delayed due to lack of material. And at the same time, limit the
consumption of material to what is practically required, and control wastage of material.
• Purchase requisition (Indent), Material Receipt (MRN), Goods Receipt Note (GRN), stock transfer, stock tracking and
adjustment and material issues, site return.
• Warehouses at central store and site.
• Online and browser based stock in hand , stock register and stock valuation.
• Online and browser based stock valuation by FIFO/LIFO.
• Web interfaces for Material Requisition, MRN, GRN, issues and site return from remote sites.
• Site return for reusable or scrap
7. OUTCOME AREA # 3: SALES
Enquiry Management
In the Enquiry Management module, pre-sales
processes in real estate development till property
booking are managed. Enquiries received from various
sources are compiled and systematic followup is
facilitated to maximize the conversion to sales.
Some of the key features are:
• Processes enquiries, follow ups, booking, possession, cancellation,
transfer, payment and maintenance receipts, and interest calculation.
• Generates dwelling units and parking details rates, payment plans.
• Parking can be attached to unit or sold separately.
Sales Management
The Sales Management module manages the post-sales processes after booking till offering possession of the property to the
customer. Receivables collection is streamlined and absolute visibility is available on account position for each sale transaction.
Some of the key features are:
• Supports cash and installment plans.
• Generates status and demand letters and supports payment plan based on milestones.
• Maintain additional heads and their management: electricity, one time maintenance, stamp duty/registration and extra
work.
• Maintains history and manages: payment receipts, payment status, payment schedule, loan details, joint-owners,
nominees, etc.
8. OUTCOME AREA # 4: FINANCE
Financial Accounting
The Financial Accounting module involves keeping the account
books inline with project activities , while managing the regular
payables, receivables , banking, and taxation management.
Some of the key features are:
• Contractor / purchase payment certificate bookings, adjustment / bookings
• Journal vouchers..
• Multi-entry bank and cash vouchers against contractor/purchase payment certificate, journal vouchers or direct.
• Manages Letter of Credit (LC) for Import purchases.
• Multi-currency and site level accounting.
• TDS/VAT and service tax calculation and automatic cheque generation.
• Default and user defined cost centers, and Job cost accounting.
• Integrated to 3rd Party Financial Accounting packages like Tally.
Payroll Management
The Payroll Management module manages the salary and payroll activities for the organization . The employee and payment
details are integrated with finance and other modules.
Some of the key features are:
• Processes: attendance, salary processing, print slips and reports.
• Definable grades, level, configurable Job types, earnings, and deductions.
• Supports definable payroll period and overtime ,bonuses, appreciations and alerts.
• Manages leaves and loans and is integrated with attendance.
• Supports; Monthly, daily payroll and regular and contract employment.
• Supports carried-forward/lapsing reimbursements.
• Support to Indian PF, ESI, and professional tax (PT) calculation.
Reporting and Analytics
Opticon provides extensive Reporting & Analytics capabilities which span all functional modules
It enables organizations to
• Obtain summarized as well as granular information on dashboards • Deliver the following capabilities:
• Drill down data reports to leaf level • Ad hoc query,
• Managed Reporting,
• Anticipate issues and problems based on patterns emerging in
functional areas e.g. consumption of material, cost and time over runs • Dash-boarding,
and working capital consumption patterns • Alerting.
• Allow role based views of Reports
These functionalities can be further enhanced through integration to 3rd Party special-purpose analytics software viz. IBM
Cognos BI 10, SAP Business Objects or Microsoft Analytics
9. The7 Accelerators of Opticon
OPTICON Accelerator is powered by a number of engines and accelerators that helps in quick implementation of your
business activities and processes.
Process Engine:
We believe that no two organizations are alike. Therefore hard coded workflows cannot give you the agility that you need.
OPTICON has an in-built process engine that drives business processes of construction engineering. Business processes are
the most essential driving force behind completion of any task because the job needs to be assigned to staff, needs reviews and
approval for its completion. OPTICON enables quick implementation of business processes through simple configuration no
matter how complex they are. It takes a moment to configure the processes. Beyond its inbuilt process engine the solution can be
integrated to other recognized workflow orchestration engines (BPM) such as IBM FileNet P8BPM,TIBCO, EMC, etc.
Document Engine
OPTICON also provides an in built content engine for essential document management features. There are several documents
which are generated while performing your business process during planning and execution of construction projects. These
include tender documents, work orders, drawings, permits, agreements, plans, survey reports, etc. Also there are documents
that are created internally as part of planning, operation and production work that need to be referred to from time to time.
OPTICON content engine stores the documents in an appropriate manner so that the documents can be searched and used in
business application.
Documents can be easily imported and uploaded in the system for the purpose of reference. With the help of inbuilt engine it
provides document versioning, search and archival capabilities. Advances document management features such as annotation,
redaction, and text highlight can be done through industry standard content engines such as IBM FileNet P8 CM, Microsoft
SharePoint 2007/201 0, EMC Documentum, and Autonomy.
Configuration Engine
OPTICON provides the robust configuration engine that has been enhanced and empowered over a decade. The coverage of the
configuration engine includes all system components that provide the required business functions together. Through
configuration you can take the advantage of scalability of the solution . As an example , you can add any number of users and
system resources horizontally, and add new modules and system functions vertically. You can create and integrate a new
process in the event the rules of your business have changed. You only have to reconfigure the components responsible for
driving the process. Hence , it greatly reduces the system maintenance and enhancement cost. You can configure OPTICON for
business processes, role entitlement, search , reports , document search , look and feel, audit and many other useful features.
The unique configuration engine keeps OPTICON ahead of other solutions.
Project Structure
Youcan create a project structure in few minutes with the help of project structure templates or creating of your own. The initial
structure is useful in arriving at initial project cost and defining a salable unit cost.
10. Project CostEstimation Engine
The OPTICON project cost estimation engine is a powerful tool that derives complex estimation from BOQ (Bill of Quantities),
which comes as part of the tender document. It also generates estimation from structural and architectural drawings for
construction projects. You can also create a preliminary estimation with or without creating a project structure for your project.
This helps in creating budget for the project.
The detailed estimation is done through a detailed project structure with Work Breakdown Structure (WBS) defined. You can use
available temples for creating a project WBS that comes from the similar past projects. OPTICON suggests an appropriate
project WBS that can be copied and modified instead of creating a new one. This saves a lot of time for creating an all new project
WBS with thousands of line items. You can also create a project WBS without using the templates. The WBS items are then
mapped to the available item rate library or Schedule of rates (SOR) for using the rate information for each item. You can define
your items for direct and indirect cost or use the available values from the template. There are several parameters and factors that
you may consider to tune your estimations
Intelligent Templates
There are templates available in OPTICON that you can use to perform your task. As an example you can select a template that is
appropriate for your initial project structure or project WBS. You can also use a template that best suits your unit selling plan. The
templates are the ready reference information designed by the experienced construction engineering professionals for saving
your time and providing accuracy. You can also save your work as a template by answering few keywords. OPTICON intelligently
suggests you few appropriate templates considering your need and preferences.
The Item Rate Library
In real life, it is almost impossible for an estimation engineer or estimation head to remember the rate of thousands of items that
keeps fluctuating frequently. OPTICON provides a comprehensive item rate library (also known as Schedule of Rates) that you
can use for cost estimation. The late library also provides cost of "grouped items" that can be directly used instead of costing them
individually. The list can be updated as and when required.
KEY BENEFITS
Opticon enables construction enterprises to:
Leverage information
View data from a single source of truth in context of a business situation and leverage information
Integrate resources
Coordinate resources and functions and manage planned as well as unplanned activities
Anticipate risks
Analyze cross functional events , visualize patterns and current work status to anticipate risks
Additionally it:
• Covers all construction business processes comprehensively.
• Provides tight integration between modules leading to increased efficiency.
• Provides variety of MIS reports that enable closer monitoring of business.
• Enables Improved operational efficiency and faster decision making.
• Improves bottom-line through cost and schedule management, precise planning, and resource utilization .
• Offers built-in industry best practices that address all the financial and operational requirements .
• Connects sites and head office through internet and thus provides up-to-date data information system.
• Provides a proven solution implemented at 15+ clients in India , Middle East Asia ,and North Africa.
• Designed by construction professionals, exclusively for construction business.
11. Customer Speak
OPTICON has enhanced the efficiency and effectiveness of our
SOP's through the integration and automation offered by the
software. It's a well designed system that addresses the
management cycle of construction projects skillfully. The SoftTech
team did a superb job throughout the training and implementation
processes. SoftTech indeed has a unique approach to attending to
their customers' business needs, which is a key to the success of any
service business.
Dr. Samar DahamHatoum, General Manager
AI Hikma Building Cont. (L.L.C)
SoftTech people know the construction business well. The product
helped in interconnecting our various project sites, departments, and
offices - which made MIS consolidation across organization quicker.
Being a value-for-money proposition, we were able to generate a
clear Rol on OPTICON implementation.
Anil Bakeri
Chairman & Managing Director
Bakeri Engineering and Infrastructure Ltd.
Key Customers
MARUTI GROUP
Note: All logos depicted above belong to the respective corporations
12. About SoftTech
ISO 9001:2008 accredited, Headquartered in Pune, India, SoftTech Engineers Pvt. Ltd. is a leading software product company with
focus on the Architecture-Engineering-Construction (AEC) vertical.
Since its inception in 1996, SoftTech has put forth an impressive array of innovative software products in architecture, engineering and
construction to enable government as well as private enterprises. They help these organizations to plan, approve, procure, manage and
maintain a range of infrastructure assets. Our solutions for the government have enabled effective e-governance for urban local bodies,
development authorities and works organizations for which it has won several awards & recognitions.
SoftTech Engineers Private Limited.
The Pentagon-5A, 5th Floor, Shahu College Road, Pune - 411 009
Tel : +91 20 2421 7676 / 8747 | Fax : +91 20 2421 8747
Mail : opticon@softtech-engr.com
Website : www.softtech-engr.com