SetXRM Solutions
Tender and Project Management
Track all processes with their costs – from the date a tender is announced to product delivery or, for project-based tenders, until the project is completed.
The tender module
In the tender module you can track all processes along with their costs, from the date the tender is announced through product delivery or, for a project-based tender, until the project is completed.
Basic tender information and addenda are stored, letter of guarantee tracking forms are printed automatically, the quotation is prepared as specified in the tender specifications, tender profitability is calculated and competitor prices in past tenders are analysed.
- Addenda and letter of guarantee tracking
- Quotations per tender specifications
- Tender profitability calculation
- Competitor price analysis
Modules
Tender and project management features
Tender registration
Tender information is entered manually, via Excel or through API integration with the relevant websites.
Bid / no-bid decision
Tenders are reviewed and marked by the relevant people; for tenders you will bid on, tasks are created and the process starts.
Guarantees and specifications
Letter of guarantee tracking forms are printed automatically and the quotation is prepared as required by the specifications.
Profitability and competitor analysis
Tender profitability is calculated; after the tender, participating companies and their prices are entered to analyse competitor prices in past tenders.
Project steps
Track the project’s main and sub-steps, durations, assigned people, materials to be used and costs.
Real-time progress
The project’s current completion rate, current cost and remaining workload are tracked online.
Project expenses
Meetings, e-mails, documents, consumables and accommodation and travel expenses are tracked per project sub-step.
Multi-site projects
If a project runs at several locations at once, each location’s operations are tracked separately.
The project management module
With the project management module you track the project’s main steps and sub-steps, durations, assigned people, materials, costs and current status. From start to finish, survey, project, shipment, production and return quantities of products are tracked step by step.
If the tender is won, shipments under the contract are planned and tracked in the system. The project and tender module works integrated with the task, appointment and activity management, business process tracking, expense entry, incoming/outgoing documents, shipment, goods receipt and financial management modules.
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A tailored demo of Tender and Project Management
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