Prospect Preliminary Business study Form

• Conducted on

  Date

• Prepared by

Meeting Details

• Organization Name

• Person Details with Name,Designation

• Hns Team

Business details

Products / services

• List of products or services

Business Processes

• List of Sales Sub Modules to be maintained

  Select Sales Order Sales Despatch Sales Invoices Job work done for clients Sales Export

  • Sales Order
  • Sales Despatch
  • Sales Invoices
  • Job work done for clients
  • Sales Export

• List of Purchase Sub Modules to be maintained

  Select Purchase Order Purchase system Job work given or outsourcing

  • Purchase Order
  • Purchase system
  • Job work given or outsourcing

• List of Production Sub Modules to be maintained

  Select Bill of Material production Order MRP

  • Bill of Material
  • production Order
  • MRP

Organization structure

• Financial entities

• Branches/Locations

• Godowns or warehouses

• Top Management details

• Departments

• No of Data Operators

Existing system details

• Systems and modules being maintained in software

• Systems and modules being maintained in excel with ( desire to be maintained in software)

• Systems and modules being maintained manually (with desire to be maintained in software)

• Current Pain Areas

• Current Software Vendor details

Licence details

• Limited

• Professional

• License Estimate Amount

Implementation Observations

• Time Estimate

• Budget Estimate

• Modules Included

• Modules Excluded

• Add Ons Included

• Add-ons Excluded

• Yes

  No

  N/A