Cloud ERP Software for Engineering and

Infrastructure Companies

Organize. Collaborate. Analyze.

Kartik Dulloo (Growth Hacker)

Tel: +91-9930357006

E-Mail: kartik@orgzit.com

www.orgzit.com

1. Are you part of an engineering company responsible for handling construction projects, managing operations & maintenance contracts or & trading in engineer equipment?

3. Are you unable to close projects on time and within budgets?

2. Do you have limited visibility of your projects, lack procedural & systematic execution?

4. Do you find it difficult to keep centralized control over your projects, tasks, assets & documents (eg. client proposals, project expenses, service manuals etc.)?

5. Go on! You will find this presentation very useful

Engineering Projects Often Seem Timeless. But Catching Rust Is Not an Option! Since engineering projects can quite easily span from months to years, it is quite easy to lose focus on what is the most important thing on a particular day. Thus, daily monitoring & visibility are the two key factors to success. And this is where an ERP software solution can help you provide complete visibility into your company’s processes.

As an engineering business manager, you’re the owner of setting up processes for - 1. CRM (companies, contacts, leads,

proposals, receivables etc) 2. Project Management (multiple projects,

multiple clients, changing requirements) 3. HR management (people management,

leaves, time in-time out, salary computation)

4. Asset management (construction equipment, laptops etc.)

5. Store room / inventory management 6. Field Force management / Project Site

Operations 7. Managerial accounts (Site level P&L, region

level P&L, client level P&L etc.) , risk management

…Close Any Project On Time & On Budget!

Say Hello to…

Organize. Collaborate. Analyze.

“WHERE STAKEHOLDERS ARE PILOTS OF THEIR OWN PROJECT FLIGHTS”

CONSULTANTS OUTSOURCED

SERVICE PROVIDERS (Accountants, HR

consultants & others)

INTERNAL TEAM (Sales, Construction, Operations, Safety,

quality etc) CLIENTS

Orgzit Engineering ERP Modules Lead Management (CRM)

Companies & Contacts Lead & Proposals Management Sales projections Salesforce performance reviews

Engineering Project Management Deliverables & Milestones Design & Engineering Drawings and BOQs Timesheet Manage payables/receivables P&L reporting

Site Operations Management Open, Ongoing & Blocked Tasks Task Scheduling Progress reporting Quick access to relevant documents

People Operations Employee Records Attendance Leave tracking Salary computations Reimbursements

Asset management Map all types of assets both at site & in office Preventive and breakdown maintenance

Procurement & Store Room Operations Indent requests and approvals Maintain site specific product inventory Track Sale / purchase records

ORGANIZE Centralized Database of Your Clients, Partners, Projects, Team & Assets

• Maintain well organized data for clients, projects, team members and assets, with no duplication

• Create replicable proposal and project templates for quick response time

• Centralized repository of all business development and project related tasks, proposals & deliverables

• Fine grained user access control for easier collaboration with multiple clients and vendors

COLLABORATE One place to manage all internal & external communication

• Decongest your communication channels by inviting vendors and clients on Orgzit platform to

share business information and thoughts

• Schedule & assign tasks to your site supervisors, sales reps and get instant notifications on their

status change

• Share work orders, service manuals, and other project related files for quick access

• Send client emails from the same platform and track changes made to the project record for

quick auditing

ANALYZE Track Project Status, Sales Leads & Get Real-time Insights Into Business Trends

• Easily create tabular, pie, line charts for ready access to actionable information.

• Get real-time insights on profit & loss information on a project, region, client or even employee level

• Analyze revenues and expenses in great detail (e.g. average procurement costs, life-time business from each

client etc.)

• Empower rapid re-prioritization through instant access to material status and job schedules

• Get actionable real-time reports on all platforms (web or mobile)

CUSTOMIZE Your Firm, Your Process! We Understand Every Business Is Different!

• Implement Orgzit ERP with your company specific terminology and gain competitive advantage

• Customize everything - fields, access levels, work-flows, reports, dashboards etc.

• Implement workflows and alerts to keep your team updated of the timeline, with proactive alerts for

missing or delayed project items

• Digitize and enforce your sales process in a way that truly reflects business requirements and

processes without compromising on ease of use

Create An Awesome Project Portfolio Want to show your prospects a

quick overview of your last

project. Show equipment used,

site photos, and everything

else in Orgzit itself.

Give a virtual guide to your

prospect and increase your

chances of calling him a

customer

Popular Orgzit Features Customer Love

Reporting Management Access Control Management Webhooks Integration

Slack Integration Real-time Collaboration Email Integration

Invoice Generation Mobile App Workflow Customization

Engineering Construction On The Go

Co-ordinate with your site

supervisors, sales team & ask

engineers to file reimbursements

using Orgzit mobile app to

manage day-to-day tasks 2X faster and smarter and get more business opportunities. Experience the Orgzit app today:

*https://goo.gl/qiP7nh

Download App

Why Our Customers Trust Us

1. Really easy to use & setup

2. Single ERP For Your Sales, Projects, HR and Accounts team

3. No Code, Easy to use, yet a powerful system.

4. Built to order solution within a matter of days

5. For us it’s not a sale, but a partnership

Our Happy Customers

“Orgzit has helped us scale

our dealer network quickly

& it has helped us ease our

operations”

George Thomas, Director Beth Lifestyles

“Orgzit allowed us to bring

our multiple processes

together in one platform.

Simplicity counts for us and

that’s what exactly Orgzit

delivered” Jahanvi Kulshreshtha, Project Manager Spans Environtech

“Orgzit is a really powerful

software and easy to use.

Kudos to their solutions

team for implementing the

solution for us in just 2

days” Deepak Darda, Country Head IBI Group India

Customer Spotlight:

Spans Envirotech Spans Envirotech, a boutique clean

energy and architectural infrastructure

company , is out to provide timely,

economical, reliable and quality

engineering services. When they

searched for ways to streamline their

business processes and

communication, they found Orgzit was

the all-in-one platform they needed to

increase efficiency and maintain their

rapid growth. “All data related to past projects,

team contributions, and project results is in one place & one touch away.” –Subhash Verma, Director, Spans Envirotech

*https://goo.gl/VTfVQS

Read Case Study

“Two Time Winner of Great User Experience & Rising Star by Renowned B2B Reviewers”

Compare Camp Awards

FinancesOnline Awards Learn more… Learn more…

Start Now & Let Orgzit Drive Your Business To Success

Simple Beginnings

Super Teams

Premium

$ 15 per user/month (billed annually)

Minimum 20 Users

+ 50 GB storage per user

+ Fine Grained Access Control

+ Web hooks for 3rd party

integrations

+ Bulk Email

+ SMS Integration

$ 8 per user/month (billed annually)

+ 5 GB storage per user

+ Email Integration

+ Web forms

$ 0 Free up to 5 Users

• Unlimited leads, contacts & service

requests • Task management • File sharing • Discussions with @mention • Real-time notifications • Data filtering • Kanban boards • Visual reports • Change history • Role based access control • Automated Workflows • Customization

Set up A Free 15 Minutes Consulting Call With Answers To These Questions… 1. Are you using any Engineering ERP

software at your firm?

2. How are you monitoring sales activities,

site supervisors, and customer

interactions right now?

3. How quickly do you want to setup

Orgzit Engineering ERP?

4. What is the budget & timeframe that

you are looking at?

N E X STEPS ?

22

ORGZIT CO-FOUNDERS

Nitin Verma Co-Founder

Head of Business

• B.Tech, Delhi College of Engineering

• MS Virginia Tech

• MBA INSEAD

• Ex- Carollo Engineers, IL&FS, IFC (World Bank Group)

• B.Tech, IIT Delhi

• MS University of Michigan

• Gold Medalist IIMK (Executive MBA)

• Ex- NetApp, Sumo Logic, Solidcore, IndustryBuying

Pavan Verma Co-Founder, CTO

Keep Your Plants Running Smoothly, Productively & Safely Invite Orgzit as your digital partner & create more business opportunities and profits for your engineering firm. Let Orgzit automate all your business processes & get you the right insight to grow your business at the right time.

GROW

RIGHT,

GET TO

ZENITH IN

NO TIME!

www.orgzit.com collaborate@orgzit.com

Let’s talk +91-9871000967

*https://goo.gl/HfhWZ9

Learn more…