TouchBase®
Make-to-Order

For leaders responsible for made-to-order businesses, your teams must swiftly develop proposals with clear BOM/BOQ and financials, and then back it up with absolute clarity to plan and execute projects and programs–without a fault. Your success must be built one MTO at a time.

Make-to-Order
Key Challenges

Here are the key challenges faced on programs and projects undertaken by the Make-to-Order industry.

  • Excel-based Costs Sheets and Proposal preparation.
  • Excel-based BOQ/BOM leading to erroneous tracking.
  • No real-time visibility into planned & actual project profitability and cashflows.
  • No integrated procurement processes.
  • No integrated process for tracking change requests leading to revenue loss.
  • Poor cross-functional collaboration.

Make-to-Order
Industry Life Cycle

Review the high-level life cycle of Make-to-Order.

  • Opportunity & Proposal Management
  • Preliminary BOM/BOQ
  • Cost Estimations & Deal Margins
  • Contract/PO/WO Management

  • Setup Revenue & Cost Plan
  • Setup BOM/BOQ/Cost Sheets
  • Setup Project Delivery and Billing Milestones
  • Setup payment terms

  • Design/BOM/BOQ Finalization
  • Procurement (PR/PO/GRN etc.)
  • Supplier Invoicing
  • Customer Billing
  • Tracking Installation & Commissioning
  • Risk Management & Quality Audits
  • Project P&L

  • Technical & Financial Closure Checklist
  • Customer Signoff & CSAT
  • Lessons Learned & Update Knowledge Base
  • Project Archival

TouchBase® Solution for
Make-to-Order Industry

Legacy / CRM Apps
Legacy / CRM Apps
  • Salesforce
  • Microsoft Dynamics
  • Others
TouchBase
  • Opportunity & Proposal Management

  • Project Management

  • Project Financials

  • Procurement Management

  • Collaboration

ERP/
HRMS
ERP/HRMS
  • SAP
  • Oracle
  • QuickBooks
  • Tally
  • HRMS
  • Others
Opportunity & Proposal Management
  • Tracking Opportunities
  • Digital Cost Sheets & Costs Estimation
  • Proposal Digitization
  • Feasibility Studies
  • Customer Contract/PO Management
  • Integration with CRM
Project Management
  • BOM/BOQ/Cost Sheet Finalization
  • WBS Ganttcharts & Delivery Milestones
  • Digital Project Charter & PMP
  • Risk Management
  • Meeting Minutes Digitization
  • S-Curve Tracking & Earned Value
Project Financials
  • Project P&L
  • Billing Milestones
  • Actual Costs & Revenue Recognition
  • Project Billing
  • Integration with ERP/Accounting Systems
Procurement Management
  • Item Master
  • PR/PO/GRN
  • Supplier Management
  • Supplier Invoices
  • Project Inventory
Content Management
  • Document Management
  • Document Digitalization
  • Content Library
Collaboration
  • Social for Projects
  • Customer Portal
  • Mobile App
  • Workflow Management
  • Analytics & Reports
  • Access Controls
  • Alerts/Notifications/Escalations

TouchBase® Benefits for Make-to-Order Industry

Make-to-Order Case Studies