We are an internationally active, traditional plant manufacturer (e.g., water plants), but have expanded our portfolio to include industrial building technology and construction. As a result, we are looking for software to create service specifications, calculate quotes, and request and award partial and complete services. We already use an ERP system for controlling purposes, so a dual function should be ruled out.
The software solution should meet the following requirements:
General requirements:
- Coverage of the entire planning process in all service phases
- Software as an Internet-enabled network solution with single-user licenses
- Split function assignment within the software according to
- Planning and tendering
- Calculation
- Project management
- Connection to CAD and ERP systems
- Datanorm catalogs
- Modular software architecture where possible
Planning phase:
- Tendering of services
- Creation of service specifications
- Creation of items using the copy function from MS Word/MS Excel
- Import and further processing of service specifications
Tendering:
- Creation of award units for a partial or total scope of services in a service specification
- Import and export of scopes of services from service specifications
- Tendering and bid management
Cost and bid calculation:
- Management of cost structures and cost types
- Calculation with assigned factors for each cost type
- Calculation of service items with assigned assembly minute rates according to the relevant cost type
- Calculation of internal mass rates (e.g., piping with proportional quantities for clamps, welds, and fittings)
- Apportionment calculation for higher-level costs (engineering costs, construction site equipment, etc.)
- Calculation of cost allocations (e.g., costs for construction site setup, project management, etc.)
- Calculation of items using multiple sub-items (e.g., calculation of a fitting with flanges, gaskets, and screws)
- Conversion between different currency units
- Overview of a cost structure by cost type
- Standardization of:
- Budget structure taking into account the ERP structure
- Calculation approaches
- Cost structure
Awarding and billing:
- Cost and budget management based on price comparisons
- Project management Awarding of partial and total services
- Management of measurements and supplements from subcontractors
- Management of measurements and supplements vis-à-vis the client
- Transfer of cost budgets to ERP after service has been awarded
- Creation of service specifications for subcontractors (order specifications)
We also ask you to consider the following topics regarding content and cost information:
- Software solution (licenses and modules)
- Implementation of the software in our server and network structure
- Update service
- Online service
- Employee training
Software licenses for two workstations are required for the time being.
Note from SoftGuide: A detailed requirements profile can be requested from SoftGuide.