TouchBase-3PLM

1. ProductDossier
The 3PLM Company
Automation & Robotics Industry
Project, Process & Product Lifecycle Management
Confidential – Property of ProductDossier

2. Executive Summary
About Us
• Enterprise software product company (IP Ownership)
• Industry specific solutions around TouchBase product
• Solution = People + Processes + Data/Document using Technology
• Marquee clients (30+), 100% growth in two successive years
• Privately held, funded by India Innovation Investors
TouchBase Value
World-class product at affordable cost
Product adapts 100% to your business (fully configurable)
Rapid Roll Out (2-8 Weeks), Immediate ROI (6-8 months)
Integrates with existing applications like SAP, Oracle, MS-Office, Tally, CAD etc.
Licensing Models: Perpetual and Recurring
Project, Process & Product Lifecycle Management 1

3. Vision and Mission
To pioneer and attain global leadership position in the 3PLM space with
industry-specific solutions
Our mission:
• Be number 1 or 2 in the chosen vertical & region
• 100% ROI for our customers within 6-8 months
Project, Process & Product Lifecycle Management 2

4. Company, Accolades & Partners
Founded :: 2000 Amongst the most Innovative & Emerging Partners
Corporate HQ :: Pune Companies
- Nasscom
Global Offices ::
UK,USA
Only Asian company amongst Top global PLM
Reseller Network companies
Founding Team :: IIT, - Desktop Engineering
IISc etc.
Pune IT Icon
- Data Quest
(Dec 2006)
Project, Process & Product Lifecycle Management 3

5. Partial list of Customers
Project, Process & Product Lifecycle Management 4

6. Key Issues for a Customer
How do I I want to manage
Managing manage my
tasks, project resource allocation,
Projects loading, costs, skill
hrs and task
planning & assignment sets, roles,
execution timesheets
Managing I need project
project dashboards & I want to
drawings, Knowledge manage my
documents Management
presales &
with different
Other Processes
revisions
Multi location How do I see
collaboration, manage quality How do I manage
checklists, ISO billing reports,
Project see project
Permissions etc
profitability
Project, Process & Product Lifecycle Management 5

7. Typical Corporate Scenario
Reports & Dashboards
Enquiry/RFQ Program/Project Customer Knowledge
Management Management Support Management
Product 1 Product 2 Product 3 Product.. n
Project 1 Project 2 Project 3 Project.. n
Planning & Document Resource Material/BOQ Project Issue Quality Timesheet
Execution Management Management Management Costing Management Management Management
Variant 1 Variant 2 Variant ..n
Visualization
Product Data
Management (PDM)
Supply Chain 3rd Party
CAD/Design ERP (Manufacturing)
(SCM) Applications
Engineering
Project, Process & Product Lifecycle Management 6

8. Key Requirements – Project Level
S. Requirements Details
No.
1 Enquiry Management • Create presales enquiry and track progress
• Estimate cost
• Send quotation, get order
• Create project and attach pre-sales inputs
2 Program/Project • Create project and tasks using templates
Management • Execution of the Task and Activities and
monitoring the Project Progress
3 Customer Support Customer Complaints
Management
4 Knowledge Management •Saving the Knowledge in Google like User
Interface
5 Enterprise features • Multi-location, secure, web based access
• Control and visibility through dashboards
• Automated alarms, notifications, messages
Project, Process & Product Lifecycle Management 7

9. Key Requirements – Project Level
S. Requirements Details
No
.
6 Schedule Management Planning and Execution, WBS, Gantt Chart with
dependencies, Critical Path
7 Document Management Document Version/ Revision, Checkout/Checkin, Folder
Creation, Release through Workflows
8 Resource Management Org Structure, Skills, Roles for Human as well as Non
Human Resources
9 Material/BOM Management Bill of Material, Item Master, Auto Numbering
10 Financial Management Cost of entire Project with Manpower, Material & Misc.
Cost
11 Issue Management Issues and Risk with the Projects
12 Quality Management Quality Compliances by Quality Checklists
13 Timesheet Management Tracking the Hours per Human /Non Human Resource
14 Visualization Viewing of Documents/ Drawings without having the
native application
15 Product Data Management Revisions of BOM, ECR, ECO, ECN, Component
development
Project, Process & Product Lifecycle Management 8

10. Project Phases
Concept Hardware Test Realization Integration Handover
Concept Hardware Test Realization Integration Handover
1.Specifications 1.Project 1.Testing 1.Work orders 1.Assembly 1.Production
2.Concept Planning 2. Prototype 2.Component Tests 2.Dispatch
Drawings 2.Material Testing 2. Field
3.Manufacturabi Planning Testing
lity Study 3.Work
Orders
4.Reliability
Check
5.QA
Project, Process & Product Lifecycle Management 9

11. TouchBaseTM – Engineering
CAD, ERP
Automation & Robotics Services Integrations
Enquiry Management Office Integrations
Customer Support Email Integrations
Knowledge Management Primavera
Integrations
Program / Project Management
Finger Print Reader
Integration
Planning & Document Resource Material Project Issue Quality Timesheet
Execution Management Management /BOM Costing Management Management Management
Organization Permissions & Alerts, Data & Reports & Workflow & Integrations
Mapping & Access Control Notifications Documents Dashboards Process API
Administration & Reminder Repository Mapping
TouchBase Repository
TouchBase Technology Stack
Project, Process & Product Lifecycle Management 10

12. TouchBaseTM - leverages and enhances existing investments
Reports & Dashboards
TouchBase Existing Third Party
Applications Applications
Project, Process & Product Lifecycle Management 11

13. Architecture
Project, Process & Product Lifecycle Management 12

14. TouchBase: Implementation Methodology
Identify new Business Requirement
Analyze current
“As Is Processes”
Experience
Growth and
3PLM
Benefits Review Industry Best
Practices, agree on
“To Be Processes ”
Implement TouchBase 3PLM
Project, Process & Product Lifecycle Management 13

15. Our Leadership – Your Value
Your Value TouchBase Our Competition
1 Fits your process • Adapts to your process, workflows and • Forces you to learn new
data process, or,
• Platform and reconfigurable “skin” • Extensive customization
approach
• Rules based workflow engine
2 Rapid roll-out • Start using within 1-8 weeks • Weeks or even months to
deploy
3 Incremental • Automate few processes first • Forces wholesale adoption -
adoption • Next few processes use same platform > more time, high initial cost
4 Ease of adoption • Minimal training • Extensive training
• No specialized hardware – Windows or • Complex deployment – client
Linux software, multiple apps
• Web based – no client software • Mostly Windows
Immediate ROI • Pays for itself within 4-6 months • No choice – buy expensive
• Incremental adoption enables software, then maybe repent
verification • Pay everything upfront
• SaaS based fees reduces upfront cost
Project, Process & Product Lifecycle Management 14

16. Transforming the organization
Benefit
Improve topline and bottomline 140
120
100
80 Revenue
60 Profit
40
20
0
Before After
PLM PLM
Control, visibility, predictability
Collaboration, Communication, Processes
Quality Processes and Compliances
Productivity and Global Competitiveness
Knowledge Management
Project, Process & Product Lifecycle Management 15

17. Product Demo
Project, Process & Product Lifecycle Management 16