DATE

Project info

COMPANY NAME
PROJECT TITLE
SALESPERSON
FUNCTIONAL CONSULTANT
TECHNICAL CONSULTANT

RETURNS

Cost Savings Costs

Legacy Software Licences 100,000€
Inventory 262,500€
Manufacturing 235,000€
Returns

Purchases 385,000€
Finance 40,875€
Marketing 27,000€
Sales 360,000€
Human Resources 52,500€
Services 0€
Totals €1,462,875

INVESTMENTS
Subscription

Licenses
Applications
Hosting
Maintenance (Specific Dev / Third Party Apps)
Recurring Costs

Project Initiation
Standard Implementation
Customization
Implementation

Specific Developments
Integration
Data Migration
End-User Training Support
Customer Documentation
Implementa
Third party app
Go Live & Production
One time cost (Implementation costs)

RETURN ON INVESTMENTS

Y1 Y2
Returns 98,480€ 236,353€
Costs -480,756€ -16,147€
Net -382,275€ -162,070€

Project Duration

PROJECT DISTRIBUTION

Implementation effort # Requests

Total 107
Standard 16
Customization 1
Development 88
Third App 0
Integration 0
Data Import (script) 1
Data Import (standard) 1
To be clarified 0

Additional elements
Ratio standard
0 0 Ratio standardisation
0 0
0 0
0 0
0 0
0 0
TURNS

Effiency Gained Perf Savings

100% 83,853€
52% 137,500€
6% 15,000€
30% 115,000€
22% 9,125€
11% 3,000€
25% 90,000€
43% 22,500€
0% 0€
36% 236,353€

STMENTS

Price per year

19%
0 Licen
3,000€ Host
€3,168.00 20%
62%
€9,979
16,147€

Days Budget
23 €24,525
327 €335,175
5% Pro
0 €0 0%9%
1%
79 €74,025 17% Cu
0 €0
Int
0 €0 En
4 €3,788 Su
69%
1 €950 Th
 17% Cu
Int
En
Su
69%
Th
0 €95
41 €42,198
474 €480,756

RETURN ON INVESTMENTS

Y3 Y4 Y5
236,353€ 236,353€ 236,353€
-16,147€ -16,147€ -16,147€
58,136€ 278,342€ 498,547€

7 months

PROJECT DISTRIBUTION

Must Have Optional / Version 2 Drop

102 0 4
14 0 1
1 0 0
85 0 3
0 0 0
0 0 0
1 0 0
1 0 0
0 0 0

35.51%
14.95%
15.69%
 19%
Licenses Applications
Hosting Maintenance
20% (Specific Dev /
62%
Third Party Apps)

5% Project Initiation Standard Implementa-

0%9%
1%
tion
17% Customization Specific Developments
Integration Data Migration
End-User Training Customer Documenta-
Support tion
69%
Third party app Go Live & Production
17% Customization Specific Developments
Integration Data Migration
End-User Training Customer Documenta-
Support tion
69%
Third party app Go Live & Production

600000
400000
200000 Costs
0 Returns
Y1 Y2 Y3 Y4 Y5
-200000 Net
-400000
-600000

1%15%
1% Standard Customization
1% Development Third App
Integration Data Import (script)
Data Import (s- To be clarified
82% tandard)
Don't forget to update this table with the section
you removed/added from the sheet "R - Savings"
(and remove the content of this cell once done)
 FTE Cost €50,000 /year

[TEMPLATE] #FTE 2.00

FTE Time Efficiency
Main Activity #1 0.00 0.00 10%
Main Activity #2 0.00 0.00 15%
Main Activity #3 0.00 0.00 5%
Main Activity #4 0.00 0.00 0%
Main Activity #5 0.00 0.00 55%
Main Activity #6 0.00 0.00 10%
Main Activity #7 0.00 0.00 5%
Total 0.00 0% 0%

Inventory #FTE 8.00

FTE Time Efficiency
Receiving / Quality / Labelling 1.50 19% 15%
Picking / Pack / Delivery 2.00 25% 20%
Auditing / Adjustments 0.50 6% 5%
Transfer/Scraping/Storage 1.00 13% 0%
Reporting/Scheduling 1.00 13% 50%
Downtime 1.00 13% 80%
Communication 1.00 13% 80%
Total 8.00 100% 34%

Manufacturing #FTE 5.00

FTE Time Efficiency
Picking/Consumption/Production 3.00 10% 10%
Periodic Adjustments, ECO changes 0.00 0% 5%
Quality Control 2.00 10% 0%
Time tracking 0.00 0% 5%
Planning/Forecasting 0.00 0% 0%
Reporting & Traceability 0.00 0% 20%
Communication 0.00 0% 5%
5.00 20% 6%

Purchase #FTE
FTE Time Efficiency
Sourcing new Vendors 1.00 10% 0%
RfQ & Purchases 2.50 25% 20%
 Follow Ups 3.00 30% 30%
Emergencies 2.00 20% 30%
Admin 0.50 5% 20%
Internal + Communication 1.00 10% 20%
10.00 100% 23%

Finance #FTE 1.00

FTE Time Efficiency
Facturation 0.40 40% 20%
Bank Sync + Reconciliation 0.30 30% 25%
Reporting 0.15 15% 5%
Clôtures périodiques 0.05 5% 0%
Communications / Accès Données 0.10 10% 20%
1.00 100% 18%

Marketing #FTE 1.00

FTE Time Efficiency
Content Copywriting & Posting 0.40 40% 90%
Campaigns: Mail+SMS+Push 0.20 20% 0%
Leads Gen, Scoring & Nurturing 0.10 10% 50%
Offline Advertising 0.15 15% 0%
Online/Digital Advertising 0.10 10% 0%
Performance Analysis 0.05 5% 20%
Social Media / Community 0%
Event Management 0%
Marketing Strategy 0%
1.00 100% 10%

Sales #FTE
FTE Time Efficiency
Lead Management 1.00 11% 80%
Quote/Order Generation 1.00 11% 50%
Material/tools 4.00 44% 0%
Reporting 1.00 11% 30%
Communication 2.00 22% 10%
9.00 100% 20%

Human Resources #FTE 5.00

FTE Time Efficiency
 Employee Relations 1.00 20% 50%
Recruitment 2.00 40% 30%
On/Off-boarding 0.50 10% 0%
Payroll 1.00 20% 20%
Fleet 0.50 10% 50%
5.00 30% 43%

Services #FTE
FTE Time Efficiency
Administratif 0.00 0% 50%
Consulting 0.00 0% 30%
Access to Information 0.00 0% 0%
Planning 0.00 0% 20%
Billing 0.00 0% 50%
Recruitment 0.00 0% 5%
Communication Flow 0.00 0% 20%
0.00 0% 0%
 Those numbers are estimates. They will evolve based on ROI analysis! Th
here to guide you in the efficiency measurment. Use common sense and RO
Issues to define the efficiency optimization. Remove those columns once do
your own use)

Expected Savings
€0 €0
€0 €0
€0 €0
€0 €0
€0 €0
€0 €0
€0 €0
0€ 0€

Expected Savings Paper/Excel ERP w/o Scanner

63,750€ 11,250€ 20% 60%
80,000€ 20,000€ 20% 60%
23,750€ 1,250€ 20% 60%
50,000€ 0€ 20% 60%
25,000€ 25,000€ 80% 40%
10,000€ 40,000€ 80% 40%
10,000€ 40,000€ 80% 40%
262,500€ 137,500€

Expected Savings No MES Desktop MES

135,000€ 15,000€ 60% 30%
0€ 0€ 60% 20%
100,000€ 0€
0€ 0€ 80% 20%
0€ 0€ 0% 0%
0€ 0€ 80% 20%
0€ 0€ 80% 20%
235,000€ 15,000€

Expected Savings Paper/Excel ERP

50,000€ 0€ 50% 5%
100,000€ 25,000€ 80% 0%
 105,000€ 45,000€ 50% 5%
70,000€ 30,000€ 80% 20%
20,000€ 5,000€
40,000€ 10,000€ 80% 20%
385,000€ 115,000€

Expected Savings Paper/Excel ERP

16,000€ 4,000€ 50%
11,250€ 3,750€ 50% 20%
7,125€ 375€ 50% 5%
2,500€ 0€ 80% 20%
4,000€ 1,000€ 80% 20%
40,875€ 9,125€

Expected Savings No Solution

2,000€ 18,000€ 0%
10,000€ 0€ 20%
2,500€ 2,500€ 25%
7,500€ 0€ 0%
5,000€ 0€ 0%
2,000€ 500€ 25%
0€ 0€ 20%
0€ 0€ 70%
0€ 0€ 80%
27,000€ 3,000€

Expected Savings Paper/Excel Not integ. soft

10,000€ 40,000€ 50% 0%
25,000€ 25,000€ 50% 25%
200,000€ 0€ 50% 25%
35,000€ 15,000€ 50% 25%
90,000€ 10,000€ 80% 0%
360,000€ 90,000€

Expected Savings eSign Dedicated Tool

 25,000€ 25,000€ 0% 25%
70,000€ 30,000€ 0% 25%
25,000€ 0€ 0% 0%
40,000€ 10,000€ 15% 50%
12,500€ 12,500€ 15% 10%
52,500€ 22,500€

Expected Savings
0€ 0€
0€ 0€
0€ 0€
0€ 0€
0€ 0€
0€ 0€
0€ 0€
0€ 0€
 evolve based on ROI analysis! They are
urment. Use common sense and ROI -
on. Remove those columns once done (for
Don't forget to check if the graphs are correctly updated based on the activities you may add during your an
Current Time Allocation

Current Time Alloca-

Main Activity
#1 #2
tion
Main Activity Main Activity
#3
Main Activity Main Activity Main Activity
#4 #5 #6
Main Activity
#7

ERP w/ scanner
0%
Receiving / Quality /
0% Labelling

0% Picking / Pack / Delivery

Auditing / Adjustments
0% Transfer/Scraping/
Storage
20% Reporting/Scheduling
20% Downtime
Communication
20%

WC Tablet & IOT

10%
Current Time Alloca-
5%
Picking/Con- Periodic Ad- Qualitytion
Control Time tracking
sumption/ justments,
5% Production ECO changes
0% Planning/ Reporting & Communica-
20% Forecasting Traceability tion
20%

Current Time Alloca-

tion
Sourcing new RfQ & Follow Ups
Vendors Purchases
Emergencies Admin Internal +
Communica-
tion
 Current Time Alloca-
tion
Sourcing new RfQ & Follow Ups
Vendors Purchases
Emergencies Admin Internal +
Communica-
tion

Facturation
Bank Sync + Reconcilia-
tion
Reporting
Clôtures périodiques
Communications / Accès
Données

Current Time Alloca-

Content Campaigns: Leads Gen, tion
Offline Adver- Online/Digital
Copywriting & Mail+SMS+Pu Scoring & Nur- tising Advertising
Posting sh turing
Performance Social Media / Event Marketing
Analysis Community Manage- Strategy
ment

ERP
25%
0%
0% Lead Management
Quote/Order Generation
0% Material/tools
Reporting
0% Communication

Current Time Alloca-

tion Re- Recruitment
Employee
lations
On/Off-board- Payroll
ing
 Current Time Alloca-
tion Re- Recruitment
Employee
lations
On/Off-board- Payroll
ing
Fleet

Current Time Alloca-

Administratif tion
Consulting Access to In-
formation
Planning Billing Recruitment
Communica-
tion Flow
updated based on the activities you may add during your analysis !
Key Impacts
1
0.8
0.6
0.4
0.2 Savings
0 Expected
#1 #3 #5 #7
it y it y it y it y
t iv t iv t iv t iv
Ac Ac Ac Ac
n n n n
ai ai ai ai
M M M M

120000
100000
80000
60000
40000
20000 Savings
0 Expected
g y ts ge g e on
lin iver en ora ul
in tim cati
el el
ab D st
m
/St hed own ni
L / u g c u
y
/ k dj in /S D m
lit ac /A ap ting om
ua / P ting S cr o r C
Q g i /
/ in d fe
r ep
vi
ng ck Au ns R
ei Pi ra
ec T
R

120000
60000
0
Savings
Expected

160000
120000
80000
40000
0 Savings
rs s in
ndo Up dm Expected
w A
Ve ollo
w F
ne
ng
 160000
120000
80000
40000
0 Savings
s ps min
dor U Expected
n w Ad
Ve ollo
w F
ne
g
in
urc
So

25000

20000

15000

10000

5000

0 Savings
n n g s es Expected
at
io tio tin ue né
ur lia or iq
on
t ci ep ri od
ac on R D
F ec pé ès
R es cc
+ ur /A
nc l ôt ns
Sy C tio
nk i ca
Ba un
m
om
C

20000
10000
0
Savings
Expected

250000
Savings
200000 Expected

150000

100000

50000

0
t n s n
en io ol ti ng io
em at /to or at
er al ep ic
ag en r i un
an rG at
e R m
M om
ad r de M
C
Le te
/O
uo
Q

120000
80000
40000
0 Savings
t l t
ns n ng ol e Expected
io e di yr le
 120000
80000
40000
0 Savings
t l t
ns n ng ol e Expected
t io tme rdi ayr Fle
la ui oa P
Re ecr ff-b
e
oye R n/O
pl O
Em

0.9
0.6
0.3
0 Savings
t if n g ow
tra at io i lli n Fl Expected
i s m B n
in or io
dm I nf c at
A i
s
to un
s m
ce Co
m
Ac
 Scope
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Finance
Finance
Finance
Finance
Finance
Purchases
Purchases
Purchases
Purchases
Stock
Stock
Stock
Stock
Stock
Stock
Manufacturing
Manufacturing
Manufacturing
Manufacturing
Manufacturing
Manufacturing
Services
Services
Services
Marketing
Marketing
Marketing
Human Resources
 Issues
Quotes made in Word - inconsistent layout, wrong prices, old products
Haphazard methods to discuss pricing, get approval, send quotes, handle conversations
Too much time to record quotations (2 mintues)
No upsell / crosssell propositions when creating a quote; missing opportunities
No visibility on customer AR statement when recording order, leading to afterwards exceptions
No way
Hard to recreate
to track whereprevious orders
in the sales cycle a prospect is in, hard to measure activity of teams,
followup activities not efficient
Lead generation is not streamlined, quality is too low, not centralized
Time consuming to handle enquiries - has order shipped? was invoice sent? when? to whom?
wasting time in inter-departments communication to get information
We're always chasing clients for payments
Generating
Bank standard
Statement and customized
Reconciliation takes reports
far too takes
long attoo
themuch time every
beginning of thetime
monthit iswith
needed
extra
repetitive work
No clear way to match a payment with a customer invoice or Vendor Bill.
Printing
Copy of and
a POmanual signature
in a separate of POs
email to theslows down
supplier thecommunication
and process + 10 minbackperand
document
forth with the
supplier not available for anybody else than the buyer
No report of past due orders, no report of orders expected to be received in the following 7 days,
no report of the delivery performance of the suppliers
No25signal
= min totoknow
updatewhich
a POcomponent
following ahas build plan
been change
used on a repaired product, then 25 min /
component of the range to know all the products
Manual communication (email, phone calls) to know how many impacted by theand
same issue.
what to transfer, where and
when
then launched in the system (by the time it's done, the qty on hand might have changed and the
inventory is wrong)
Picking without barcode scanner (or with basic barcode scanner) requires to print the picking
list, to physically
What we need to reorder prepareand
the when
parts and
is a then
manualmanually
processrecord in the large
and causes systemdelays during
fulfillment
Reserving products and allocating them to the right order is very cumbersome and wrought with
errors
A build plan change requires a manual update of all the concerned MOs even the ones that are
tied together by a MTO mode
Manual recording
required at the endofofthetherouting
build totimes
make sure the right serial nb has been installed on the right
product. And when there has
No distinction between working time been a confusion,
and blocked a correction
time. Andisno required which
reporting is time
of time consuming.
wasted on
blocking point => no way to address the priorities properly
There's no way to switch which machine to send our product to when one is down or otherwise
preocupied
Keeping track of what needs to get done at each station requires taping documents to the item
which
location wetoend up losing
location. or mixing
Additional up inadvertently
products during visits not always invoiced, customer signoff
challenging
Keeping track of budgeting and ensuring we are not over it is challenging when information is
all overclients
Billing the place for and
work inconsistent
done requires chasing after all related parties to get an understanding of
what work was done and
No clear way to manage current how much time was
initiatives andspent
the communications associated with their
progress due to information being scattered in multiple places
Measuring
No performance
central location of marketing
for materials, no way initiatives nearversions
to manage impossible with no reporting
of collateral, capabilities.
sharing externally
with
Skills,contractors,
who is working today, scheduling, vacations, reviews, approvals, onboarding not
centralized, employees unable to self-initiate requests, no metrics on employee needs
 Frequency Solution
120 quotes / month quotation templates, pricelists, integration with inventory
120 quotes / month customer portal, chatter, esignature
120 quotes / month product configurator
upsell, crossell features
50 orders / month information accessible from everywhere
30 Orders / month Duplicate
200 *Leads/month
200 X Leads/month (X CRM/Pipeline/Activities
= Sales Reps) Lead Gen, Landing Pages, Clearbit, Email Alias, Live Chat
30 Orders / month Smart buttons, chatter, tracking number emails
250 Documents/month smart buttons, chatter, document request, expenses app
100 Invoices/month Payment Acquirers, Automated followup activities
Daily Integrated, dynamic, and customizable reports
1/month Automated synchronization & Models
200 payments/month Orders to invoice -> OCR
30/month po validation on document
30/month Email gateway and chatter
15/month Inventory Receipts
10/month Activities
5/month Traceability report/Serial Number report
100/month Receipts & Delivery report
1/month Inventory Adjustments w/tablets & Barcode Scanners
100/month Inventory w/ Barcode
30/month MPS, Reorder Rules
100/month Autoreservation
10/month PLM/ECO
10/month Work center management
30/month Barcode w/scanner, Work Centers, and Serialization
50/month Quality Control & Alerts
20/month Work Order Alternative Stations
50/month Work Center instructions
10-20 site visits/day Timesheets, Field Services
35/month Project Overview and Analytics
20/month Orders to Invoice, projects, tasks
15/month Project Management
10/month CRM Reporting & website visits & Analytic Accounting
Documents
HR, Attendance, Planning, Leaves, Approvals
Ref Departments RFQ items
Contact & Membershi 1
Invoicing/Accouting 1
Invoicing/Accouting TRUE
Invoicing/Accouting TRUE
Invoicing/Accouting TRUE
Invoicing/Accouting TRUE
Invoicing/Accouting TRUE
Invoicing/Accouting TRUE
Invoicing/Accouting TRUE
Invoicing/Accouting TRUE
Sales TRUE
Sales TRUE
Sales TRUE
Sales TRUE
Inventory TRUE
Inventory TRUE
Inventory TRUE
Inventory TRUE
Inventory TRUE
Inventory TRUE
Inventory TRUE
Inventory TRUE
Inventory TRUE
Project/Timesheet TRUE
Project/Timesheet TRUE
Project/Timesheet TRUE
Project/Timesheet TRUE
Project/Timesheet TRUE
Project/Timesheet TRUE
Project/Timesheet TRUE
Creditsafe FALSE
FALSE
FALSE
TRUE
FALSE
FALSE
FALSE
FALSE
TRUE
TRUE
 TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
TRUE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
TRUE
TRUE
TRUE
TRUE
TRUE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
 TRUE
FALSE
TRUE
FALSE
TRUE
FALSE
TRUE
FALSE
FALSE
TRUE
FALSE
TRUE
TRUE
FALSE
FALSE
FALSE
TRUE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
 Business Need
Achats
Azure
Solution Scope
Finance
Contacts
Contacts
Contacts
Contacts
Contacts
Contacts
Contacts
Sales
Finance
Sales
Sales
Sales

Sales
Sales
Sales
Sales

Sales
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Other
Other
Sales
Sales
Sales
Sales
Sales
Sales
Other
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Finance
Marketing
Other
Sales
Sales
Finance
Sales
Sales
Sales
Finance
Sales
Sales
Sales
Finance
Contacts
Contacts
Contacts
Other
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Finance
Finance
Sales
Finance
Other
Other
Other
Other
Finance
Other
Other
Website
Website
Website
Website
Website
Website
Website
Website
Website
Website
Website
Website
Website
Website
Website
 Number of
Critical Level Type Dev (Days)
Lines
Drop Standard 0.5
Must Have Development 0
Drop Development 0
Must Have Standard
Drop Development 100.5
Must Have Development 0.5
Must Have Standard
Must Have Standard
Must Have Development 0.25
Must Have Standard
Must Have Development 0.25
Must Have Development 0.25
Must Have Development 6
Must Have Development 0.25
Must Have Development 0.5
Must Have Development 0.5
Must Have Development 0
Must Have Development 1.5
Must Have Development 0.5
Must Have Development 2
Must Have Development 1
Must Have Development 0.25
Must Have Development 0.25
Must Have Development 1
Must Have Development 1
Must Have Development 0.5
Must Have Development 0.5
Must Have Development 0.25
Must Have Development 0.25
Must Have Development 1
Must Have Development 13
Must Have Development 0.5
Must Have Development 0.25
Must Have Development 0.5
Must Have Development 1
Must Have Development 1
Must Have Development
Must Have Standard
Must Have Development
Must Have Development
Must Have Development
Must Have Development 1
Must Have Standard
Must Have Development 0.5
Must Have Development 0.5
Must Have Development 0.25
Must Have Development 1
Must Have Development 0.5
Must Have Standard
Must Have Development 0.5
Must Have Development
Must Have Development 3
Must Have Standard
Must Have Development 0.125
Must Have Development 0
Must Have Development 0.5
Must Have Development 0.5
Must Have Development
Must Have Development 0.25
Must Have Development 0.25
Must Have Development 1
Must Have Development 0.25
Must Have Development 0.25
Must Have Development 0.25
Must Have Development 1
Must Have Standard
Must Have Development
Must Have Development
Must Have Development
Must Have Development
Must Have Development
Must Have Development
Must Have Development
Must Have Development 0.5
Must Have Development 0.25
Must Have Standard
Must Have Development
Must Have Standard
Must Have Development 1
Must Have Development
Must Have Development 1
 Must Have Development 1.5
Must Have Development
Must Have Development
Must Have Development
Must Have Development 1
Must Have Standard
Must Have Development 1
Must Have Development 1
Must Have Development 1.5
Must Have Development 0.5
Must Have Development 1
Must Have Development 2.5
Must Have Development 0.5
Must Have Development 1
Must Have Development 0.5
Must Have Development 0.5
Must Have Development 0.5
Must Have Customization
Must Have Standard
Must Have Development 3
Must Have Data Import (standard) 5
Must Have Data Import (script) 7
Must Have Standard
Must Have Development 1
Drop Development 3
Optional / Phase 2 Standard
Technical Comments
 PHASES TIME BREAKD
Project Initiation
Data migration
Implementation Standard (standard) Development
Department Phase 327.00 0.00 31.50
Sales Phase 1 300 0.00 6.75
Inventory Phase 2 9 0.00 6.50
Invoicing/Accouting Phase 3 9 0.00 0.75
Project/Timesheet Phase 3 9 0.00 4.50
Creditsafe Phase4 0 0.00 13.00
0 0 0.00 0.00
0 0 0.00 0.00
0 0 0.00 0.00
0 0 0.00 0.00
0 0 0.00 0.00
0 0 0.00 0.00
0 0 0.00 0.00
0 0 0.00 0.00
0 0 0.00 0.00
0 0 0.00 0.00
Go Live / Post production

STANDARD ESTIMATION TOOL

Easy Average Complex Estimates
Finance # Items: 5 Total Days: 8
Accounting 2 5 9 7
Invoicing 1 2 3 1
Document 2 2 2
Sign 1 1 1
Expense 2 2 2
Consolidation 1 3 5
Localisation 0.5 0.5 0.5
Multi currency 0.5 0.5 0.5
Analytic 1 2 3
Stock # Items: 0 Total Days: 0
Inventory 2 5 8
Purchase 1 2 3
Barcode 1 2 3
Shipping Integration 2.5 2.5 2.5
 IoT 2 3 4
Rental 1 2 3
Bpost 0.5 0.5 0.5
DHL 0.5 0.5 0.5
Easypost 0.5 0.5 0.5
Fedex 0.5 0.5 0.5
UPS 0.5 0.5 0.5
USPS 0.5 0.5 0.5
Manufacturing # Items: 0 Total Days: 0
Manufacturing 2 4 6
PLM 1.5 1.5 1.5
MPS 3 3 3
Quality 2 2 2
Maintenance 1.5 1.5 1.5
Repair 1.5 1.5 1.5
Kit 1 1 1
Website # Items: 1 Total Days: 0
Website 1 2 3
eCommerce 1 3 5
Form builder 0.5 0.5 0.5
E-learning 1 2 3
Marketing # Items: 1 Total Days: 0
Events 1.5 1.5 1.5
Social Marketing 1 1 1
Marketing Automation 1 2 2
Email Marketing 1 2 2
SMS Marketing 0.5 0.5 0.5
Sales # Items: 2 Total Days: 3
CRM 1 1.5 2.5
Sales 1.5 2 3 3
Subscription 1 2 2
POS 1 2 3
Appointment 1 1 1
VOIP 0.5 0.5 0.5
Ebay 1 1 1
Amazon 1 1 1
Services # Items: 0 Total Days: 0
Project 1 2.5 4
Timesheet 1 1 1
Helpdesk 1 2 3
Livechat 1 1 1
 Field Services 1 2 3
Planning 1 1 1
Human Resources # Items: 0 Total Days: 0
Referrals 1 1 1
Recruitment 1.5 1.5 1.5
eLearning 1 1 1
Appraisal 1 1 1
Time Off 1.5 1.5 1.5
Attendances 1 1 1
Payroll 2 3 4
Fleet 1.5 1.5 1.5
Employee 1 2 2
Approvals 1 1 1
Employee Referral 1 1 1
Other # Items: 1 Total Days: 0
Other
 TOTAL (
TIME BREAKDOWN Subtotal
23
Data migration by
Customization Integration Third Party script
405.75
0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 316.88
0.00 0.00 0.00 0.00 25.25
0.00 0.00 0.00 0.00 10.88
0.00 0.00 0.00 0.00 20.25
0.00 0.00 0.00 0.00 32.50
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00
40.6
TOTAL (Days) 468.83

PLANNER TOOL
Implementation
Phase Timing Production
Initiation 6
Phase 1 6 36 9
Phase 2 52 3 1
Phase 3 56 3 1

Column H Implementation Timing Production Buffer

Initiation

Phase 1

Phase 2

Phase 3

0 10 20 30 40 50
Week
Phase 1

Phase 2

Phase 3

0 10 20 30 40 50
Week
 TOTAL (Days)
PM BA DEV
11.25 9.00 2.25

93.56 268.88 43.31

77.53 230.06 9.28

4.69 11.63 8.94
2.53 7.31 1.03
3.94 10.13 6.19
4.88 9.75 17.88
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
0.00 0.00 0.00
16.23 12.17 12.17
121.04 290.05 57.74

Buffer

1
1
0.5

g Production Buffer

40 50 60 70
40 50 60 70
 IMPLEMENTATION

Profile Pricing
Daily Rate Project Manager €1,250
Daily Rate Business Analyst €950
Daily Rate Developer €850

Third Party App Price €95

Total Days PM Days

Project Initiation 22.50 11.25
Implementation 410.50 94.31
Standard Implementation 327.00 81.75
Customization 0.00 0.00
Specific Developments 78.75 11.81
Integration 0.00 0.00
Data Migration 0.00 0.00
End-User Training Support 3.75 0.75
Customer Documentation 1.00 0.00
Third party app 0.00 0.00
Go Live & Production 40.58 16.23
Total 474 122

Subscriptions

1. Licences & Applications

Source: https://www.odoo.com/pricing

Apps Qty Yearly

Initial users 100
Additional users 0
Apps: CRM, Invoicing, Sales, Accounting... 3,000€
IOT 0
Total €3,000

2. Maintenance

Number of lines Rate

Dev. maintenance 5198 0.16
Third Party App Maintenance 0 0.16
Total

3. Hosting

Qty Unit Price/Month

Workers 4 €48
Storage 300 €0.16
Dedicated cloud 0 €400
Staging 2 €12
Total
ION

BA Days DEV Days Budget

9.00 2.25 €24,525
272.88 43.31 €414,033
245.25 0.00 €335,175
0.00 0.00 €0
23.63 43.31 €74,025
0.00 0.00 €0
0.00 0.00 €0
3.00 0.00 €3,788
1.00 0.00 €950
0.00 0.00 €95
12.17 12.17 €42,198
294 58 €480,756

Monthly Yearly fee

€832 €9,979
 €0 €0
€832 €9,979

Yearly
€2,304.00
€576.00
€0.00
€288.00
€3,168.00
 Configuration: I - Items

Critical Level Solution Type Scope

Must Have Standard Finance
Optional / Version 2 Customization Stock
Drop Development Manufacturing
Third App Website
Integration Marketing
Data Import (script) Sales
Data Import (standard) Services
To be clarified Human Resources
Purchases
Contacts
General
Other

Configuration: Conclusion / Planning

1. Conclusion

Apps / Departments Phase

Sales Phase 1
Inventory Phase 2
Invoicing/Accouting Phase 3
Project/Timesheet
Creditsafe Phase4

Standard: Time distribution

BA 75.00%
PM 25.00%

Project initiation: Time distribution

BA 40.00%
PM 50.00%
DEV 10.00%
Project Initiation: Estimation
Based on implementation (total days)
Implementation days Initiation days
100.00 3.00
150.00 7.50
300.00 15.00
450.00 22.50
600.00 30.00
750.00 37.50
900.00 45.00
1,050.00 52.50
1,200.00 60.00
1,350.00 67.50
1,500.00 75.00
1,650.00 82.50
1,800.00 90.00

Go Live: Time distribution

% of implementation 10.00%
BA 30.00%
PM 40.00%
DEV 30.00%

Ratio development
Type Ratio Profile
Functional spec 15.00% BA
Technical spec 5.00% DEV
Development
Technical integration/code 40.00% DEV
review 10.00% DEV
Testing 10.00% BA
Training 5.00% BA
Project Management 15.00% PM
100.00%
Lines by day 120
Code review by day 500
Reporting
Calendar
Google Spreadsheet
guration: I - Items

n: Conclusion / Planning

2. Planning

Ressources type # Allocated days / week Efficiency Factor

Project Management 1 /
Business Analysis 8 80.00%
Development 4 80.00%
 25
10 20
Reviewed ratio
15.00%
5.00%
40.00%
10.00%
10.00%
5.00% 2.5
15.00%
100.00%
Benefits: Cash Flow:
Inventory value $875,000 Cost
Inventory reduction (%) 10% Staff implementation
Annual shrinkage 2% Reduced Inventory
Shrinkage reduction % 50% Customer Service
Customer service premium 10% Reduced Operating Expenses
Annual revenue $7,000,000 Net Cash Flow
Net margin percentage 10% Cumulative Cash Flow
Loaded hourly cost per employee $37.00 Payback Month
Number of employees 25
Projected revenue growth rate 15%
Projected headcount growth rate 10%

Costs: Return:

Maintenance 10% Avg Net Present Value

Software $40,000 Internal Rate of Return
Implementation $35,000 Payback
Ongoing annual consulting/support $10,000
Staff time - implementation $50,000

Cost of Capital: 8%
 Year 1 Year 2 Year 3 Year 4 Year 5
-$75,000 -$14,000 -$14,000 -$14,000 -$14,000
-$50,000
$- $15,750 $15,750 $15,750 $15,750
$- $70,000 $70,000 $70,000 $70,000
$- $96,200 $96,200 $96,200 $96,200
-$125,000 $167,950 $167,950 $167,950 $167,950
-$125,000 $42,950 $210,900 $378,850 $546,800
- 9 - - -

$79,865.13
129.52%
See Row Above
Goal of the ROI Analysis

As a Business Advisor, what is the process to fill out this file?

As a Functional Consultant, what is the process to fill out this file?

1. R - Savings

2. R - Details

3. I - Items
3.1. I - Items - Functional analysis

3.2. I - Items - Technical analysis

4. I - Conclusion / Planning
 Green Tab = Functional Consultant
Red Tab = need to be hidden when you send it to the customer (+ Conclusion/Planning, ROI)
Goal of the ROI Analysis
Starting from a list of requirements or from scratch, it is important to detail all those points to define a budget and a planning.
exercise. Try to avoid developments that do no bring value for the company and/or keep it at the lowest level possible.
As a Business Advisor, what is the process to fill out this file?
A. Sheet "ROI" 1. Add the project information2. Ensure every department is listed under the Return section3. The investment
As a Functional Consultant, what is the process to fill out this file?
1. R - Savings
- After having conducted your workshops, you can measure the efficiency percentage Odoo can bring to the company. In the c
operations done in Odoo and in other systems. Use your common sense and the R - Details content to define those rates and ju
2. R - Details
This sheet is very important as it will help you to estimate the efficiency rate Odoo can bring to the company and will help you
project scope and easy the upsell of new applications;
3. I - Items
3.1. I - Items - Functional analysis The requirement is not enough clear and the customer needs to clarify it
- To be clarified:
- For each requirement, you have to select the right scope (column F)
3.2. I - Items - Technical
- If you analysis you consider that can be a reccurent one, add the business need and the estimation related to it in th
have a requirement
- If you have a recurrent business need, check this file to know if the estimation is already done (can be a basis for th
4. I - Conclusion / Planning
- Go Live/Post production = automatically calculated by a ratio related to the total implementation time (you can adapt the rati
automatically integrated into each phase (weighting)