trimergo t2 Innovative ERP Software for Project-Driven Industries

Transcription

1 trimergo t2 Innovative ERP Software for Project-Driven Industries

2 trimergo t2: ERP FOR PROJECT-DRIVEN INDUSTRIES Trimergo T2 is the premiere enterprise resource planning (ERP) solution for the project-driven industry. This innovative software optimizes material and capacity planning per project, which are managed in the portfolio planning. The result is: shorter lead times, higher project margins, optimal resource allocation and comfort. Many companies in project-driven industries, from small businesses to international corporations, rely on Trimergo T2 to deliver on time and on budget. Why project-driven ERP? Project-driven production based on customers specifications is one of the most complex production methods. It requires continuous coordination between engineering, project planning, procurement, and capacity planning to accommodate frequent changes in customers specifications, logistics, and planning. To quickly and effectively react, it s vital to have a comprehensive overview at hand at all times. Real-time control of all project processes is the key to improving delivery reliability, project margins, capacity utilization, and overhead. Surprisingly, some companies in project-driven industries still try to manage with traditional ERP software, which is based on material-driven standard production rather than flexible project-based processes. This results in islands of tailored tools, spreadsheets, and planning software. Finally, there is Trimergo T2 the software that fully matches unique needs of project-driven companies. PORTFOLIO PLANNING M AT E R I A L P L A N N I N G Improve project margins Instant access to capacity utilization details and archived calculations dramatically improves cost estimation accuracy. Project margins are also improved through better procurement performance, highly efficient allocation of man hours, and grip on overtime (extra work). This ensures that the expected project margin remains under control when delivering the project. C A PA C IT Y P L A N N I N G Streamline business management Clear visibility into departmental capacity enables managers to effectively balance projects demands and resources, which means less subcontracting and outsourcing. Project administration is also streamlined, due to fewer errors, less searching, no double entries, and shorter purchasing and invoicing processes. Increase customer satisfaction Processes are monitored in an integrated project planning, which makes deadlines more reliable. So delays, which often result in that notorious domino effect between related projects, can be quickly spotted and minimized.

3 trimergo t2: FEATURES AND INTEGRATION MODULES Trimergo T2 is the perfect solution for project-driven companies. It flows with your production processes, starting in the sales phase when a customer request slowly turns into a quotation with a project outline. Engineering has likely already created first sketches and must be ready to pull out all the stops when the contract is signed. Then bills of material get a form, and procurement can start with longlead items. In the meantime, capacity planning, which may include subcontracting, is being determined. Logistics, such as shipping and outsourcing, must be closely monitored. After that, all components are assembled and tested, within the company or onsite. As soon as the From the initial customer contact to the last service call, Trimergo T2 is the vital link that helps companies plan project phases, allocate resources, and manage supplier and customer relationships. project is delivered, a long-term service relationship with the customer begins. Planning is at the core of all these processes. It drives the entire portfolio of quotes, projects, and service orders. planning Dashboard Project planning Capacity planning Department planning Material planning! SALES project service Opportunity Quotation Engineering Procurement Construction & Test Guarantee Maintenance SALES AND CRM Opportunity mgmt Quotations mgmt Project estimation CRM cad & pdm BOM integration Engineering change mgmt Item synchronization Two-way integration project management Project management Calculated / planned / actual costs Budget management Project cash flow MATERIAL FLOW BOM mgmt Procurement & RFQ Warehouse mgmt Production mgmt Outsourcing Transportation logistics TIME MANAGEMENT Hours estimation Time registration Approval Order registration Department planning service Installation mgmt Maintenance contracts Service tickets Service orders & planning REGISTRATION SYSTEMS Job & shop time Order completion notification Bar code, smartcard or RFID Two-way integration COMMUNICATION Workflow Contact management integration Documentation mgmt EDI purchasing INVOICING Installments invoicing Time & material invoicing Trade order invoicing Service order invoicing Price lists MANAGEMENT DETAILS Portfolio Dashboard Liquidity planning Capacity utilization FINANCIAL General ledger Debtors Creditors Payments Fixed assets Taxes

4 trimergo t2 in pictures Master planning and project planning The comprehensive master planning shows quotations and material planning, along with delivery and order details. The department planning (at the bottom part of the window) shows available capacity and offers direct access to project and order details. All planning boards are multi-project, multi-resource, and multi-user. portfolio Dashboard This management board shows core financial data per project, such as calculated, planned, and actual costs as well as the project margin. Traffic light indicators help to spot healthy projects or projects that are in danger. In the upper part, total amounts of filtered projects are displayed to track profit by specific criteria, such as customer, category, and project manager, for example. Budget management Managing budgets effectively is crucial when bills of material or work planning are being produced while the project is up and running. In Trimergo T2, budget methods can be flexibly defined per material group, costs breakdown structure, or project structure. The project manager can see budgets being filled with hours and material, and easily identify over- or under-spending by color-coded highlights. Forecast calculations (EAC and ETC) can be adjusted by the project manager.

5 CRM and quotation management A wide range of contacts, documents, addresses, and activities can be created for each business partner and customer. All relevant materials, such as current and archived projects, quotations, orders, and invoices, can be easily opened from here as well. For each quotation, a number of calculation versions can be created, with surcharge models, to arrive at the sales price. Tasks and alerts ensure that actions are completed on time. Department planning Work orders released in the project planning appear here. The manager or planner can simply drag and drop work orders to the bottom part of the window to allocate available employees per day or even per hour. Previously-allocated work orders are easily adjusted, and absences or repeated tasks can be planned. Service management and trade orders Trimergo T2 can create service orders based on service tickets. Maintenance plans with preventive maintenance activities can be combined with current service orders. Both preventive and corrective service orders are included in the service department planning. Invoicing is based on valid maintenance agreements and (customer) specific price lists.

6 SHIPBUILDING OFFSHORE & ENERGY Trimergo T2 is actively used by dozens of national and international shipyards and suppliers. Its ability to effectively address challenges in this industry and to adapt to the needs of these companies is keeping Trimergo the market leader in Benelux. The maritime industry is a wide sector that includes new-construction shipyards, repair yards, suppliers, and various combinations. While some shipyards build everything themselves and others outsource most work, they all have very extensive bills of material, tight project planning, and strict liquidity planning. Project is the heart of Trimergo T2. That is why it is easy to add and link materials, hours, and costs. This way the planner has clear insights into the actual costs and progress per project. Procurement does not need to maintain a separate purchasing plan it is generated from the project planning. Lourens Metz, Damen Shipyards Bergum Offshore & Energy, including suppliers, is a perfect example of a project-driven industry. Often these companies have a limited number of large projects per year and a vast range of international suppliers and co-producers. This industry is distinguished by its strong innovative character and complex customer-specific products. Business activities are almost always internationally oriented and need to be managed on a global scale. A project-driven company has to be flexible to supply the market. It also needs a user-friendly, flexible tool to manage its projects. We found it in Trimergo T2. Richard van Alebeek, ICT Manager, Petrogas Gas Systems

7 SPECIAL MACHINERY MATERIAL SUPPLY Special machinery companies are distinguished by their products and knowledge of the process. They perform sales, installation, and service operations worldwide. The focus of these companies is on innovation and research and development. In this environment, the engineering department is decisive. To meet deadlines and profit margin objectives, it s essential to have strong ties between the engineering, procurement, assembly, and outsourcing departments. Trimergo T2 s fully-integrated platform makes it possible especially considering the unique character of many orders. HGG is a project-based company. Trimergo offers freedom to adjust your own process within the package. Trimergo develops its software itself. This ensures that they have all the experts in house. And as a customer, you really have influence on longterm plans for the software development. Mark Helder, Managing Director, HGG Companies in the material supply industry are very sensitive to economic fluctuations. Problems such as inefficiencies and high failure costs are exceptionally dangerous. For these companies, it is very important to be active in product and process innovation. Material supply companies (e.g., facade and window/ door frame construction, interior construction, precast elements) have a strong project orientation with a unique combination of in-house production and on-site mounting, which must align with the contractor s strict planning. Trimergo T2 provides ideal support for companies in the material supply industry. We have been working with Trimergo T2 since We selected Trimergo because it matched our project-based production process very well. Stock, procurement, invoicing, and planning everything is united here. Financial Director, Interwand

8 ABOUT TRIMERGO Trimergo was founded in 2001 to develop the best possible ERP system for projectdriven companies. Today, more than 9,000 users at 150 companies located in more than 10 countries are working with Trimergo T2. Daily. The software is ideally-suited for and actively used in many project-driven industries, including offshore and energy, equipment manufacturing and steel construction, special machinery, shipbuilding, and material supply. Trimergo International Amersfoortseweg 15 C, 7313 AB Apeldoorn, The Netherlands, P +31(55) Trimergo Americas 2002 Summit Blvd., Suite 300 Atlanta, Georgia 30319, USA, P +1 (404) Trimergo BV All rights reserved. No part of this document may be reproduced, stored or published in any formor by any means without prior written permission of Trimergo International BV. Brand names and trademarks mentioned in this document are the property of their respective owners. No rights can be derived from the content of this document. Errors and changes reserved.