Full
Content
SECTION 1 – Management Summary
Choosing a system without paying careful attention to the implementation methodology is
somewhat akin to choosing a hospital for cardiac surgery based on its architecture but
ignoring the experience of the surgeon. No one selects surgery based solely on the hospital,
yet countless organization chooses systems based exclusively on architecture and
functionality.
The results are predictable. The new system is installed, orders get placed, product is shipped
and invoices get paid. Yet no one is really happy with the result. Quality of life at work
decline while employees climb the learning curve. What happened? A Contractor was
selected that provided a sound product BUT lacked a solid team of implementers and a
proven implementation methodology.
Successful implementation of a system depends on partnering with a trusted and competent
software provider. From the outset, and throughout the relationship, WMK should offer
process improvement suggestions based on its knowledge of BDPC’s business and objectives.
With the right partner, the system is maximized, the strength of each partner is leveraged and
significant benefits ensue.
A number of criteria should top the list in evaluating our proposal:
An Implementation Plan That will ensure success
A successful implementation should begin almost as soon as BDPC begins to communicate
with WMK. Not only are challenges, needs and goals articulated at the very beginning,
specific about the organization’s structure and culture are communicate.
A clear understanding of BDPC business
WMK totally understands the business environment of BDPC. We can identify the business
processes and challenges that are basis for selecting the right vendor for this job. As short
term and long term goals are described, WMK is able to show how their people and the
software can accomplish those goals, step by step.
1
A change agent
The success of the implementation depends on an organization’s openness to change. Change
is not always embraced by all individuals, so the first step is to ensure that the BDPC – top
management supports the vision, the selection of the vendor and the implementation project
from commencement to completion. WMK should possess the ability to lead BDPC
confidently and rapidly through the change process as a Change Agent. One who can explain
near-term and long term benefits of the proposed changes, while being sensitive to each
employee’s level of change acceptance.
Main Contractor – Profile
WMK Resource Management Services Sdn. Bhd. (WMK) is a member firm of WMK Group
of Companies, which was registered in 1982 in Brunei Darussalam.
The main business activities are two-folded. Firstly, in the area of Information &
Communications Technology and secondly in Training. The vision for this two-pronged
approach to servicing the needs of the business community in Brunei Darussalam is
envisaged in the following statements :
a)
“Bringing Management Expertise to You”
This vision is directed towards bringing management expertise to local entrepreneurs
providing them with the knowledge to improve their business skills.
b)
“Bringing Technical Expertise to You”
This vision is directed towards bringing technical expertise in the area of Information
& Communications Technology to the business community in Brunei Darussalam.
2
WMK is proud to obtain recognition of premier training organizations, which have made us the
authorized Training Centre to conduct their courses. Some of the organizations currently represented
are as follows :
1) Biztrak Business Intelligence Accounting Software
2) UBS Software
3) DELL Channel Partner
4) PartnerSoft Point Of Sales Software
5) Business Objects
Presently WMK is a Business Partner with DELL Computers, Biztrak Business Software Sdn Bhd –
Malaysia ., Business Objects Malaysia Sdn. Bhd. formerly known as Seagate Software International,
UBS Corporation (M) Sdn Bhd as their authorized resellers for their range of products and services in
Brunei Darussalam.
Some of the prestigious projects/implementations WMK has undertaken are :
Ideal Group of Companies
The Brunei Economic Development Board
Ministry of Finance – Payment Section
JTB – AR System ( Ministry of Finance )
Hua Ho Group of Companies ( Farming, Warehousing , Trading & Finance )
Malar Setia Group of Companies ( Stock Inventory , Trading & Finance )
B.T. Group of Companies
Jerudong Park Country Club – General Accounting & Fixed Assets System
Archipelago Group of Companies
Tri-Star Shipping & Trading Sdn Bhd – Accounting System
Pahaytc Sdn Bhd
3
MCSB – Microsoft Certified CoursesTraining
Institute Perkhidmatan Awan
** Microsoft Office packages ( Words, Excel, Powerpoint )
** Programming Courses
** Web based Mail, Chat/ Web site Design
** ADOBE Pagemarker / Photoshop / Multi-Media
** SPSS for Windows
** Productivity/ IT Project Management
Ministry of Foreign Affairs & Trade
** Microsoft Windows Servers 2003
Ministry of Development
** Project Management
** IT Management
** FileMaker Pro
Ministry of Industry & Primary Resources
** ADBOBE /Mulit-Media
** Java Programming
Accenture Pte Ltd
** Microsoft Project 2002
Jabatan Telekom Brunei
** Crystal Report Version 9 – Certified Course
WMK also develops a number of tailor-made software to meet the needs of our various customers.
The range of software developed include Customs Declaration System, Payroll System, Insurance
System, Legal Information Management System, Transport and EDI Shipping Software, Customer
Tracking System, Hotel Management Information System & Logging System.
We fully recognize our customers’ requirements for their projects, and strongly believe we possess the
right partnerships, products, skill sets, experience and creativity to produce the best environment,
which helps their users acclimatize, and achieve rewarding value.
4
We are also ready to provide adjustments and improvements to all our customers, according to their
requirements to provide the best practice of information technology methodology practices.
We are also preparing to invest in resources to customize for the authority for the system’s future
expansion & made provision to integrate with other legacy system subjected further studies and
review on their current systems.
We are confident to supply the correct solution for any projects with the best service, best technical
solution and best financial support.
Our Winning Factors :
Industry specific knowledge
Horizontal domain experience
Full service solutions
Local company with local presence
Strong client base and track records
Strategic partners
Clear mission statements
5
Section 2 : Software Overview
Biztrak ’ s online, real-time accounting and business intelligence software was designed and
built using advanced object-oriented development tools. The software deploys 32-bit
processing with a true Windows-based graphical user interface (GUI), and has been built on a
single, integrated SQL relational database engine (Sybase ASA). Biztrak also offers open and
scalable client-server architecture.
In other words, the underlying architecture and robustness of Biztrak are of the highest
quality in the world today. This means that the user will find that our software offers
improved functionality, performance and scalability. It also means we have been able to build
in so many tightly-integrated features designed to assist users to run their business more
efficiently and effectively. Some of our features are described below.
FEATURES
Open Architecture
BENEFITS
Biztrak’s state-of-the-art open architecture design allows your
software to read the data from Biztrak database, and data from your
software can be posted to Biztrak’s e-bridge, a free tool provided by
Biztrak offer convenient ways to import or export migrate data, and
easily interface with third-party applications.
BizInt
Wizard BizInt Wizard is an Online Business Intelligence tool using pre-
(using OLAP)
configured Seagate OLAP cubes. It enables user to undertake detailed
analysis on their sales, purchasing, financials, materials and labor &
overheads by the simple use of their mouse: dragging and dropping
any dimension or drilling down to the lowest level field to get needed
information. Information can be presented graphically in the format
that you desire.
BizInt Wizard cubes can also be sent via email to your accountant to
enable him to perform detailed analysis of business performance.
Online Wizard
Biztrak’s Online Wizard provides step-by-step guidance to the user.
6
The menu or the F1 function key launches the Online Wizard from any
window, providing assistance to the user on the very issue he is faced
with. Set your own pace and slash your learning curve with the “How
Do I” instructions and “Getting To Know” information using advanced
interactive training methods. Alternatively, type the word to locate
every occurrence of a word or phrase that may contained in a help
topic. To aid in your search, you can even have the word highlighted
in the selected topics.
Virtual Close
Run the Income Statement, Balance Sheet or any reports for any range
of dates anytime without the need for a period-end closing exercise.
Biztrak’s real time online system is programmed to update all relevant
books by single point entry.
Flexible
Store as many years of transactions as you want. The system allows
accounting period
user-defined unlimited accounting periods. To avoid posting
transactions to wrong periods, you can assign status to period.
Email enabled
Use the built-in email capability to email any business forms, reports
or listings to your customers, suppliers and accountant, thus, enabling
you to develop closer, and more profitable relationships.
Layout designer
Customize any reports, listings or business forms the way you want
the layout to appear. Feel free to move/add/delete/resize columns;
modify texts, fonts, colors, etc. You can also add you own logo.
Supports multiple report, listings or business form formats for those
who want to use difference layouts formats for different purpose.
Simply customize the format, save as template and load the required
format whenever you need. You can even customize difference sets of
forms and document number to different groups of customers.
Default
Account You no longer have to worry about assigning the wrong accounts code
Settings
for your regular accounting entries. By selecting pre-defined
accounting entries in general ledger, sales journal, purchase journal,
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receipt and payment, all the correct accounts codes will be populated
automatically for you. Further, whether user-defined or preset via
sources codes, each line can have its own remarks
Step by Step Guide Through Setup Wizard, you will be guided each step of the way in
in Company Setup
setting up a new company.
Easy sort
You can easily sort and re-sort your information by simply clicking on
a particular column heading. You can even specify sort columns from
the sort icon at the sheet bar, which allows user to do multiple sorting.
There are various combinations of parameters for user to select from
depending on the user’s preference.
Drill-down
You can drill-down to the original transaction in reports and inquiry
Capability
windows, allowing you to zoom in and understand a particular issue
quickly and effectively.
Customizer & user Use Customizer to customize the look and feel of heavy-input screens
defined fields
like invoices, sales orders, etc. Add up to five extra fields and labels if
necessary. The same fields can also be added to the query screen to
enable later search function. You can subsequently include all the
custom fields to the listings and business forms.
System
Manager Extensive security system allowing control of access by company,
and Security
function,
module,
screen
and
even
specific
tasks
like
ass/delete/email/print. Add passwords where applicable if you like.
There’s also access log and user defined auto log-out.
You can choose to lock all transactions, specific transactions or a
8
range of transactions with specific dates to prevent them from being
accidentally modified, deleted, or tampered with.
Comprehensive
Reports
Choose from over 140 reports and listing for your business needs.
& Reports can be viewed on-screen and/or printed in color as a chart or
Statements
graphical format, exported to your favorite spreadsheet (Excel, Lotus,
etc.) or emailed directly from within Biztrak to any third party.
With our free e-document viewer, the receivers can view the reports in
their entirety. You can customize the reports from the standard reports
provided simply by dragging and dropping report column headings
and saving them for later use.
You can create your own Income statements, Balance Sheets and Cash
Flow reports in additional to the standard reports provided to meet
your reporting requirements. You can define how many rows you want
to have in your reports and decide what information will be displayed
in each row.
Foreign Currency
Automatic exchange rate conversions for foreign currencies. You can
maintain foreign exchange rate to more than 4 decimal places in all
input screens and reports.
System Manager
Access Control
Controls access by company, modules, screen or action such as edit,
delete or print.
Option
to
Lock Option lock all or selected financial transactions, inventory
transaction/
documents, Sales Order, Sales Quotations and Purchase Orders to
Documents
prevent any modifications or deletions.
Audit trails
Activate audit trail report for added security.
Backup
Biztrak database utilities allows user to backup data for archive.
9
Auto Log-Out
Supports access log and user-defined auto logout.
Credit Checks
Set up credit limit and credit terms checks.
General Ledger
Analysis
Analysis up to 9 levels of accounts. This gives the flexibility of
performing detailed analysis at any level of account.
Chart of Account
User defined chart of accounts.
Fiscal Period
Can re-open a closed period and post a new transaction. Balance
automatically recalculated.
Control
Restrict access to allow either view, input or print option.
Financial Reports
Income Statement, Balance Sheet and General Ledger listing
Budget
Module to compare to actual and to record outstanding budget
balance.
To be able to compare MTD, QTD, YTD of current Year vs Prior
Years.
Cash & Bank
Bank
Facility to do bank reconciliation and print report
Reconciliation
Petty Cash
TO record movement of cash during the day and print daily petty cash
movement report. Allow also for fund transfer from cash to/from bank.
Accounts Receivables
Automate Task & Enter invoice template for those with fixed recurring payment. Enter
Create
invoices
Recurring the information once and the system will automatically generate the
invoices according to the schedule established.
10
Pre-view invoice and review error prior to printing final invoice.
Accounting entries automatically generated and posted into General
Ledger.
Receipts
Should allow on-line receipting against specific invoice and ensures
that the debtor records reflects current receipting transaction.
Print official receipt
Credit Note / Write Issue Credit note
off
Allow write off of bad debts
Auto numbering of CN
Debit Note
Issue Debit Note
Preview DN and review for error prior to final printing of DN.
Auto numbering of DN
Reports
Monthly Statement of Accounts
Debtor Ageing analysis
Customer Ledger report
Accounts Payable
Purchase Order
Auto generate of PO
Auto numbering of PO number
Preview of PO and review for error prior to final printing.
Automated procedure to select or print Purchase Order and match
invoices and goods receipts.
Invoices
Records posting date and invoice/document details
Mandatory supplier reference (invoice no.) if duplicate – system
will generate a warning.
Multi-Currency function
Credit Note
Credit Note within A/P to net off invoices.
11
Payment
Auto-compute of foreign currency gain/loss
Auto printing of cheque and payment voucher
Bank charges incurred by TT can be posted with the same payment
transaction.
Reports
Creditor Ageing Summary report
Creditor Ledger Detail report
Fixed Assets
Recoding
Allow automatic classification of Assets into different categories ie:
Office Equipment, F & F, Computer Equipment, Motor Vehicle.etc.
Mandatory field for depreciation to commence wef date.
Allow auto calculation of depreciation charges monthly and charge to
GL according to a pre-defined date.
Allow choice of depreciation method ie: straight line, reducing
balance method or none.
Allow for capital improvement of assets.
Allows for assets revaluation.
Allow for Assets disposal.
Reports
Fixed Assets Register by category
Fixed Assets Summary by category
Fixed Assets Addition For the Year
Fixed Assets Disposal For the Year
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Section 3 : Implementation Services
The methodology adopted by WMK for this project is the Implementation Methodology
model. Knowing what to expect during and after implementation can circumvent many
problems. We must be able to articulate and document the specific of the implementation
process and should be thorough. In a well constructed methodology, we should conduct a
formal survey of the organization to gain a comprehensive understanding of the business
environment and goals and be able to clearly delineate them in a report or profile. As a check
for both the contractor and organization, the written profile should be referred to throughout
the implementation process and should be used as a road map in setting expectations,
guidelines and direction.
There are seven (7) stages in this model:
a)
b)
c)
d)
Discovery
Strategy
Business Analysis
Education
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e) Application Configuration
f) Readiness assessment
g) Deployment
Implementation Planning From the outset
In this model, implementation planning begins before the prospect becomes a client. With the
early involvement of an implementation manager (Project Manager), a smooth transition
from order to implementation can be expected. This resource provides an understanding of
the typical implementation life cycle, milestone events, terminology and all other details of
the project.
Factors influencing Implementation Success in the Twenty-First Century
Experience
Experience is a valuable commodity and a vital ingredient for guaranteeing the success of any
major project. More than consultants who know their product, implementation consultant
should have extensive actual experience in addressing the day-to-day issues with which
organization are confronted.
Because these implementation consultants must be able to advise, instruct, apply creative
solutions, resolve process issues and leverage the organization’s resource.
Project Management
Next to selecting the right software solution, the planning and overall administration of an
implementation project may be the most important part of the business systems initiative. For
many organization, a software implementation project occurs once, maybe twice, in a tenure
of its employees. Organization often have staffing constraint and/or limited experience in
implementing software and are not prepared to lead their own implementation efforts.
Resource coordination, project planning, team organization and leadership, process reengineering, problem resolution, communications, and more are all essential to the success of
an implementation project. It is the key to completing the projects on time and on budget. It
14
can eliminate surprises at go-live versus a project that costs substantially more than original
estimates and doesn’t satisfy the need of an organization.
Business Process Re-engineering
Business process re-engineering (BPR) is the analysis and design of workflows and processes
within and between organizations. It seeks radical improvement of processes rather than a
focus on incremental change and gradual improvement of processes around desired outcomes
rather than desired tasks. It integrates information processing work into the real work that
produces the information. Information technology becomes the enabler of the process reengineering.
A model BPR methodology employs six steps:
a) Develop and define the business vision and operating objectives
b) Identification of high – impact processes to be redesigned
c) Detailed documentation of existing processes and performance metrics
d) Identify information technologies that will influence process design
e) Design and prototype the new processes
f) Implement the new processes.
Database Conversion
The migration of data from one or more legacy systems into the new database is an integral
part of every implementation project. Whether straight-forward or complex, WMK will
prepare to work with BDPC personnel to develop a solid strategy for converting these data
for use in the new system.
15
Education and Training that empowers
The key element missing in many “template-driven” implementations is education. This is the
driving force in moving an organization beyond marginal benefits to a significant returns on
investment. With education, users learn to use the system beyond order-taking or inventory
tracking. They gain understanding in how to use the system to shorten response cycles,
improve cash flows and increase productivity.
Success Factors
Implementing a software project is large undertaking. It is much more that just installing new
software. Considerations include:
Resource commitment
Plan to assemble a cross-functional team to assess processes, recommend improvements and
guide the implementation.
New technology
The new technology infrastructure may be different from your existing system and the IT
manager or system administrator will likely need education to make the transition. Users
across the organization may be less efficient as they adjust to new entry displays and
functionality. During this time, employees may need reminders of the benefits the new
technology will bring within a short time as they use it.
Summary
Implementing a software is more than just technology. It is an investment in the business and
its people. It is not difficult to place a system within an organization and let them try to use it
with training “how-tos”. What is more challenging is implementing the system into a
company’s culture where it becomes an integral part of developing a business and fulfilling a
vision. The latter takes an investment in time and resources.
Carefully evaluate their plans to see if they are really just installing or actually implementing.
Partnering with a software provider who is committed to its clients’ success and has the
experience and methodology to help achieve that success, ensures that maximum return will
be realized on the technology investment.
16
Company’s Background
Company Name:
Applicant
(X )
WMK RESOURCE MANAGEMENT SERVICES SDN BHD
Project Role:
(Tick √ where applicable below)
Lead Member of
Member of
Domestic
Consortium
Consortium
Sub-Contractor
( )
( )
( )
Consultant ( X )
Scope of Works Undertaken:
(Write a summary of scope of works to be undertaken and where applicable supplement
with attachments to elaborate the details of scope of works to be undertaken)
To supply & maintain Facility Management software inclusive of hardware &
systems.
In operation since (please attach certificate of registration with
registrar of companies):
Address:
Telephone:
Email:
2002
NO. 31, BLOCK “D”, GADONG CENTRAL COMPLEX, SIMPANG 21,
JALAN GADONG, B S BEGAWAN BE3719, BRUNEI DARUSSALAM.
+673222 0056
[email protected]
17
Total No. of Staff:
9
Total No. of
Administrative
Staff:
Paid-up Capital
(B$):
2
100,000
Staff To Be Involved With This Project
No.
Name
Citizenship / Resident
Position
1
Michael Tan
Malaysian
2
Daniel Koh
Malaysian
4
Shahrizan
Bruneian
Account/Project
Manager
Project Coordinator/Trainer
IT Technician
Crystal Reports 2008
"Professional Reporting. Unbeatable Pricing. Unmatched
Value".
Crystal Reports by Business Objects, an SAP Company, is known as the software when it
comes to enterprise database reporting: creating flexible, feature-rich and dependable reports
for the Web or various enterprise applications.
For anyone who may not yet have come in contact with this best-selling software, Crystal
Reports 2008* is an intuitive and powerful software product for turning raw data into
corporate decision-making information, all in a visually pleasing package. The makers of
Crystal Reports, Business Objects, claim that it “brings excitement into reporting”, and even
though we may not go that far (after all, it’s work we’re talking about, and you’re not
supposed to enjoy work, right…?), we do agree that this software is a great tool, making
reporting far more pleasurable than it otherwise would be.
18
Crystal Reports Features & Benefits
Crystal Reports 2008 gives you tons of time-saving tools for increased productivity and
visualization flexibility. Here are some of the main benefits of this popular product:
Advanced capabilities for information visualization.
The end user viewing experience has been significantly improved.
New flexible report deployment options - view reports online, offline, within
application or on-demand on CrystalReports.com.
Flexible application integration, e.g. with Xcelsius, Adobe Flash, and Adobe Flex.
More streamlined and flexible report designer for increased productivity.
Display reports in nearly any industry-standard format, including PDF and XML.
New “what-if” functionality makes it possible to change report variables for
hypothetical scenarios.
Reports are now tied to more of a business process allowing you to make decisions
and perform tasks directly from within the report, e.g. order more inventory!
Crystal Reports 2008 is Better Than Ever
Like with every new edition, Crystal Reports has gone through huge improvements for the
2008 version. One of the biggest steps forward is the integration with Crystal Xcelsius,
which is another very popular piece of software from Business Objects and a companion
product for creating rich, interactive charts and dashboards. Crystal Reports now also features
Adobe Flash and Flex technologies, making it possible to embed Flash, Flex and Xcelsius
applications directly in the software.
Other significant enhancements in Crystal Reports 2008 include a much improved end-user
experience, for example through new visualization options, more robust Web services
capabilities, on-report interactive parameters, and what-if scenario modeling.
Powerful Features includes :
Interactive report viewing experience: End users can sort, filter, and reformat reports
dynamically within the report viewers (supported in the .NET Webform and .NET
Winform), all without forcing a database refresh—and answer more business questions
with fewer report files.
19
On-report scenario modeling: Access a powerful, dynamic decision support tool when
you integrate SWF content files from Xcelsius (not included) into your SAP Crystal
Reports web applications.
Operational reporting: Make your reports actionable by integrating FlexBuilder
applications that provide business-user UI widgets to perform tasks such as database
write-back and workflow integration.
Advanced report publishing: Publish personalized reports such as invoices, statements,
and other marketing materials to thousands of recipients in a single publishing session.
Create multiple reports based on different data sources, loaded with data, personalized for
each recipient, combined into a single file (such as PDF), then distributed to a dynamic
list of recipients – all with a single action. Content can be optionally archived, printed, or
emailed.
Report design: Use the visual report designer for rapid data access and creation of highly
formatted reports. New crosstab formulas reduce report design time by supporting custom
calculations for rows and columns.
Data access: Native, ODBC, OLE DB, and JDBC connectivity to relational, OLAP, web
services, XML, legacy, and enterprise data sources, and the new salesforce.com driver.
Application integration: SAP Crystal Reports for Visual Studio (included) makes it easy
to add reports to your application. You can drag and drop viewer components into your
.NET Winform or Webform projects and use the SDKs to control report viewing, printing,
exporting, plus programming report creation and modification. Deploy your application
with the SAP Crystal Reports runtime using either merge modules (MSMs) or a separate
standalone MSI setup file.
Free runtime licensing: You won’t have to pay additional licensing fees for multiple
servers or CPUs with the royalty-free runtime license for unlimited internal corporate
deployment of the SAP Crystal Reports .NET report engine components.
Single edition:SAP Crystal Reports comes in a single edition that meets the broadest
range of user and application requirements. It replaces three Crystal Reports XI editions:
Standard, Professional and Developer.
20
Hardware - Dell PowerEdge Server
1 Unit Dell PowerEdge R210 II Rack Mount Server
Intel Xeon E3-1220L CPU 2.20 Ghz 3M Cache
Integrated Broadcom 5709 dual-port Gigabit Ethernet
3-5” Chassis for PowerEdge R710
Riser with 2 PCIe x8 + 2 PCI e x 4 slots
8GB Memory (2x4GB) RDIMM1333Mhz Dual ranked
1x500GB 3.5” 7.2K RPM 6Gbps SED SATA Hard Drive
C9 : NO Raid for PERC H200 1-2 SATA/SAS Controller
20” LCD Monitor
Dell Mouse/Keyboard
Microsoft Windows 2008 Server x64 R2 Foundation Edition
21
22
Choosing a system without paying careful attention to the implementation methodology is
somewhat akin to choosing a hospital for cardiac surgery based on its architecture but
ignoring the experience of the surgeon. No one selects surgery based solely on the hospital,
yet countless organization chooses systems based exclusively on architecture and
functionality.
The results are predictable. The new system is installed, orders get placed, product is shipped
and invoices get paid. Yet no one is really happy with the result. Quality of life at work
decline while employees climb the learning curve. What happened? A Contractor was
selected that provided a sound product BUT lacked a solid team of implementers and a
proven implementation methodology.
Successful implementation of a system depends on partnering with a trusted and competent
software provider. From the outset, and throughout the relationship, WMK should offer
process improvement suggestions based on its knowledge of BDPC’s business and objectives.
With the right partner, the system is maximized, the strength of each partner is leveraged and
significant benefits ensue.
A number of criteria should top the list in evaluating our proposal:
An Implementation Plan That will ensure success
A successful implementation should begin almost as soon as BDPC begins to communicate
with WMK. Not only are challenges, needs and goals articulated at the very beginning,
specific about the organization’s structure and culture are communicate.
A clear understanding of BDPC business
WMK totally understands the business environment of BDPC. We can identify the business
processes and challenges that are basis for selecting the right vendor for this job. As short
term and long term goals are described, WMK is able to show how their people and the
software can accomplish those goals, step by step.
1
A change agent
The success of the implementation depends on an organization’s openness to change. Change
is not always embraced by all individuals, so the first step is to ensure that the BDPC – top
management supports the vision, the selection of the vendor and the implementation project
from commencement to completion. WMK should possess the ability to lead BDPC
confidently and rapidly through the change process as a Change Agent. One who can explain
near-term and long term benefits of the proposed changes, while being sensitive to each
employee’s level of change acceptance.
Main Contractor – Profile
WMK Resource Management Services Sdn. Bhd. (WMK) is a member firm of WMK Group
of Companies, which was registered in 1982 in Brunei Darussalam.
The main business activities are two-folded. Firstly, in the area of Information &
Communications Technology and secondly in Training. The vision for this two-pronged
approach to servicing the needs of the business community in Brunei Darussalam is
envisaged in the following statements :
a)
“Bringing Management Expertise to You”
This vision is directed towards bringing management expertise to local entrepreneurs
providing them with the knowledge to improve their business skills.
b)
“Bringing Technical Expertise to You”
This vision is directed towards bringing technical expertise in the area of Information
& Communications Technology to the business community in Brunei Darussalam.
2
WMK is proud to obtain recognition of premier training organizations, which have made us the
authorized Training Centre to conduct their courses. Some of the organizations currently represented
are as follows :
1) Biztrak Business Intelligence Accounting Software
2) UBS Software
3) DELL Channel Partner
4) PartnerSoft Point Of Sales Software
5) Business Objects
Presently WMK is a Business Partner with DELL Computers, Biztrak Business Software Sdn Bhd –
Malaysia ., Business Objects Malaysia Sdn. Bhd. formerly known as Seagate Software International,
UBS Corporation (M) Sdn Bhd as their authorized resellers for their range of products and services in
Brunei Darussalam.
Some of the prestigious projects/implementations WMK has undertaken are :
Ideal Group of Companies
The Brunei Economic Development Board
Ministry of Finance – Payment Section
JTB – AR System ( Ministry of Finance )
Hua Ho Group of Companies ( Farming, Warehousing , Trading & Finance )
Malar Setia Group of Companies ( Stock Inventory , Trading & Finance )
B.T. Group of Companies
Jerudong Park Country Club – General Accounting & Fixed Assets System
Archipelago Group of Companies
Tri-Star Shipping & Trading Sdn Bhd – Accounting System
Pahaytc Sdn Bhd
3
MCSB – Microsoft Certified CoursesTraining
Institute Perkhidmatan Awan
** Microsoft Office packages ( Words, Excel, Powerpoint )
** Programming Courses
** Web based Mail, Chat/ Web site Design
** ADOBE Pagemarker / Photoshop / Multi-Media
** SPSS for Windows
** Productivity/ IT Project Management
Ministry of Foreign Affairs & Trade
** Microsoft Windows Servers 2003
Ministry of Development
** Project Management
** IT Management
** FileMaker Pro
Ministry of Industry & Primary Resources
** ADBOBE /Mulit-Media
** Java Programming
Accenture Pte Ltd
** Microsoft Project 2002
Jabatan Telekom Brunei
** Crystal Report Version 9 – Certified Course
WMK also develops a number of tailor-made software to meet the needs of our various customers.
The range of software developed include Customs Declaration System, Payroll System, Insurance
System, Legal Information Management System, Transport and EDI Shipping Software, Customer
Tracking System, Hotel Management Information System & Logging System.
We fully recognize our customers’ requirements for their projects, and strongly believe we possess the
right partnerships, products, skill sets, experience and creativity to produce the best environment,
which helps their users acclimatize, and achieve rewarding value.
4
We are also ready to provide adjustments and improvements to all our customers, according to their
requirements to provide the best practice of information technology methodology practices.
We are also preparing to invest in resources to customize for the authority for the system’s future
expansion & made provision to integrate with other legacy system subjected further studies and
review on their current systems.
We are confident to supply the correct solution for any projects with the best service, best technical
solution and best financial support.
Our Winning Factors :
Industry specific knowledge
Horizontal domain experience
Full service solutions
Local company with local presence
Strong client base and track records
Strategic partners
Clear mission statements
5
Section 2 : Software Overview
Biztrak ’ s online, real-time accounting and business intelligence software was designed and
built using advanced object-oriented development tools. The software deploys 32-bit
processing with a true Windows-based graphical user interface (GUI), and has been built on a
single, integrated SQL relational database engine (Sybase ASA). Biztrak also offers open and
scalable client-server architecture.
In other words, the underlying architecture and robustness of Biztrak are of the highest
quality in the world today. This means that the user will find that our software offers
improved functionality, performance and scalability. It also means we have been able to build
in so many tightly-integrated features designed to assist users to run their business more
efficiently and effectively. Some of our features are described below.
FEATURES
Open Architecture
BENEFITS
Biztrak’s state-of-the-art open architecture design allows your
software to read the data from Biztrak database, and data from your
software can be posted to Biztrak’s e-bridge, a free tool provided by
Biztrak offer convenient ways to import or export migrate data, and
easily interface with third-party applications.
BizInt
Wizard BizInt Wizard is an Online Business Intelligence tool using pre-
(using OLAP)
configured Seagate OLAP cubes. It enables user to undertake detailed
analysis on their sales, purchasing, financials, materials and labor &
overheads by the simple use of their mouse: dragging and dropping
any dimension or drilling down to the lowest level field to get needed
information. Information can be presented graphically in the format
that you desire.
BizInt Wizard cubes can also be sent via email to your accountant to
enable him to perform detailed analysis of business performance.
Online Wizard
Biztrak’s Online Wizard provides step-by-step guidance to the user.
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The menu or the F1 function key launches the Online Wizard from any
window, providing assistance to the user on the very issue he is faced
with. Set your own pace and slash your learning curve with the “How
Do I” instructions and “Getting To Know” information using advanced
interactive training methods. Alternatively, type the word to locate
every occurrence of a word or phrase that may contained in a help
topic. To aid in your search, you can even have the word highlighted
in the selected topics.
Virtual Close
Run the Income Statement, Balance Sheet or any reports for any range
of dates anytime without the need for a period-end closing exercise.
Biztrak’s real time online system is programmed to update all relevant
books by single point entry.
Flexible
Store as many years of transactions as you want. The system allows
accounting period
user-defined unlimited accounting periods. To avoid posting
transactions to wrong periods, you can assign status to period.
Email enabled
Use the built-in email capability to email any business forms, reports
or listings to your customers, suppliers and accountant, thus, enabling
you to develop closer, and more profitable relationships.
Layout designer
Customize any reports, listings or business forms the way you want
the layout to appear. Feel free to move/add/delete/resize columns;
modify texts, fonts, colors, etc. You can also add you own logo.
Supports multiple report, listings or business form formats for those
who want to use difference layouts formats for different purpose.
Simply customize the format, save as template and load the required
format whenever you need. You can even customize difference sets of
forms and document number to different groups of customers.
Default
Account You no longer have to worry about assigning the wrong accounts code
Settings
for your regular accounting entries. By selecting pre-defined
accounting entries in general ledger, sales journal, purchase journal,
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receipt and payment, all the correct accounts codes will be populated
automatically for you. Further, whether user-defined or preset via
sources codes, each line can have its own remarks
Step by Step Guide Through Setup Wizard, you will be guided each step of the way in
in Company Setup
setting up a new company.
Easy sort
You can easily sort and re-sort your information by simply clicking on
a particular column heading. You can even specify sort columns from
the sort icon at the sheet bar, which allows user to do multiple sorting.
There are various combinations of parameters for user to select from
depending on the user’s preference.
Drill-down
You can drill-down to the original transaction in reports and inquiry
Capability
windows, allowing you to zoom in and understand a particular issue
quickly and effectively.
Customizer & user Use Customizer to customize the look and feel of heavy-input screens
defined fields
like invoices, sales orders, etc. Add up to five extra fields and labels if
necessary. The same fields can also be added to the query screen to
enable later search function. You can subsequently include all the
custom fields to the listings and business forms.
System
Manager Extensive security system allowing control of access by company,
and Security
function,
module,
screen
and
even
specific
tasks
like
ass/delete/email/print. Add passwords where applicable if you like.
There’s also access log and user defined auto log-out.
You can choose to lock all transactions, specific transactions or a
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range of transactions with specific dates to prevent them from being
accidentally modified, deleted, or tampered with.
Comprehensive
Reports
Choose from over 140 reports and listing for your business needs.
& Reports can be viewed on-screen and/or printed in color as a chart or
Statements
graphical format, exported to your favorite spreadsheet (Excel, Lotus,
etc.) or emailed directly from within Biztrak to any third party.
With our free e-document viewer, the receivers can view the reports in
their entirety. You can customize the reports from the standard reports
provided simply by dragging and dropping report column headings
and saving them for later use.
You can create your own Income statements, Balance Sheets and Cash
Flow reports in additional to the standard reports provided to meet
your reporting requirements. You can define how many rows you want
to have in your reports and decide what information will be displayed
in each row.
Foreign Currency
Automatic exchange rate conversions for foreign currencies. You can
maintain foreign exchange rate to more than 4 decimal places in all
input screens and reports.
System Manager
Access Control
Controls access by company, modules, screen or action such as edit,
delete or print.
Option
to
Lock Option lock all or selected financial transactions, inventory
transaction/
documents, Sales Order, Sales Quotations and Purchase Orders to
Documents
prevent any modifications or deletions.
Audit trails
Activate audit trail report for added security.
Backup
Biztrak database utilities allows user to backup data for archive.
9
Auto Log-Out
Supports access log and user-defined auto logout.
Credit Checks
Set up credit limit and credit terms checks.
General Ledger
Analysis
Analysis up to 9 levels of accounts. This gives the flexibility of
performing detailed analysis at any level of account.
Chart of Account
User defined chart of accounts.
Fiscal Period
Can re-open a closed period and post a new transaction. Balance
automatically recalculated.
Control
Restrict access to allow either view, input or print option.
Financial Reports
Income Statement, Balance Sheet and General Ledger listing
Budget
Module to compare to actual and to record outstanding budget
balance.
To be able to compare MTD, QTD, YTD of current Year vs Prior
Years.
Cash & Bank
Bank
Facility to do bank reconciliation and print report
Reconciliation
Petty Cash
TO record movement of cash during the day and print daily petty cash
movement report. Allow also for fund transfer from cash to/from bank.
Accounts Receivables
Automate Task & Enter invoice template for those with fixed recurring payment. Enter
Create
invoices
Recurring the information once and the system will automatically generate the
invoices according to the schedule established.
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Pre-view invoice and review error prior to printing final invoice.
Accounting entries automatically generated and posted into General
Ledger.
Receipts
Should allow on-line receipting against specific invoice and ensures
that the debtor records reflects current receipting transaction.
Print official receipt
Credit Note / Write Issue Credit note
off
Allow write off of bad debts
Auto numbering of CN
Debit Note
Issue Debit Note
Preview DN and review for error prior to final printing of DN.
Auto numbering of DN
Reports
Monthly Statement of Accounts
Debtor Ageing analysis
Customer Ledger report
Accounts Payable
Purchase Order
Auto generate of PO
Auto numbering of PO number
Preview of PO and review for error prior to final printing.
Automated procedure to select or print Purchase Order and match
invoices and goods receipts.
Invoices
Records posting date and invoice/document details
Mandatory supplier reference (invoice no.) if duplicate – system
will generate a warning.
Multi-Currency function
Credit Note
Credit Note within A/P to net off invoices.
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Payment
Auto-compute of foreign currency gain/loss
Auto printing of cheque and payment voucher
Bank charges incurred by TT can be posted with the same payment
transaction.
Reports
Creditor Ageing Summary report
Creditor Ledger Detail report
Fixed Assets
Recoding
Allow automatic classification of Assets into different categories ie:
Office Equipment, F & F, Computer Equipment, Motor Vehicle.etc.
Mandatory field for depreciation to commence wef date.
Allow auto calculation of depreciation charges monthly and charge to
GL according to a pre-defined date.
Allow choice of depreciation method ie: straight line, reducing
balance method or none.
Allow for capital improvement of assets.
Allows for assets revaluation.
Allow for Assets disposal.
Reports
Fixed Assets Register by category
Fixed Assets Summary by category
Fixed Assets Addition For the Year
Fixed Assets Disposal For the Year
12
Section 3 : Implementation Services
The methodology adopted by WMK for this project is the Implementation Methodology
model. Knowing what to expect during and after implementation can circumvent many
problems. We must be able to articulate and document the specific of the implementation
process and should be thorough. In a well constructed methodology, we should conduct a
formal survey of the organization to gain a comprehensive understanding of the business
environment and goals and be able to clearly delineate them in a report or profile. As a check
for both the contractor and organization, the written profile should be referred to throughout
the implementation process and should be used as a road map in setting expectations,
guidelines and direction.
There are seven (7) stages in this model:
a)
b)
c)
d)
Discovery
Strategy
Business Analysis
Education
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e) Application Configuration
f) Readiness assessment
g) Deployment
Implementation Planning From the outset
In this model, implementation planning begins before the prospect becomes a client. With the
early involvement of an implementation manager (Project Manager), a smooth transition
from order to implementation can be expected. This resource provides an understanding of
the typical implementation life cycle, milestone events, terminology and all other details of
the project.
Factors influencing Implementation Success in the Twenty-First Century
Experience
Experience is a valuable commodity and a vital ingredient for guaranteeing the success of any
major project. More than consultants who know their product, implementation consultant
should have extensive actual experience in addressing the day-to-day issues with which
organization are confronted.
Because these implementation consultants must be able to advise, instruct, apply creative
solutions, resolve process issues and leverage the organization’s resource.
Project Management
Next to selecting the right software solution, the planning and overall administration of an
implementation project may be the most important part of the business systems initiative. For
many organization, a software implementation project occurs once, maybe twice, in a tenure
of its employees. Organization often have staffing constraint and/or limited experience in
implementing software and are not prepared to lead their own implementation efforts.
Resource coordination, project planning, team organization and leadership, process reengineering, problem resolution, communications, and more are all essential to the success of
an implementation project. It is the key to completing the projects on time and on budget. It
14
can eliminate surprises at go-live versus a project that costs substantially more than original
estimates and doesn’t satisfy the need of an organization.
Business Process Re-engineering
Business process re-engineering (BPR) is the analysis and design of workflows and processes
within and between organizations. It seeks radical improvement of processes rather than a
focus on incremental change and gradual improvement of processes around desired outcomes
rather than desired tasks. It integrates information processing work into the real work that
produces the information. Information technology becomes the enabler of the process reengineering.
A model BPR methodology employs six steps:
a) Develop and define the business vision and operating objectives
b) Identification of high – impact processes to be redesigned
c) Detailed documentation of existing processes and performance metrics
d) Identify information technologies that will influence process design
e) Design and prototype the new processes
f) Implement the new processes.
Database Conversion
The migration of data from one or more legacy systems into the new database is an integral
part of every implementation project. Whether straight-forward or complex, WMK will
prepare to work with BDPC personnel to develop a solid strategy for converting these data
for use in the new system.
15
Education and Training that empowers
The key element missing in many “template-driven” implementations is education. This is the
driving force in moving an organization beyond marginal benefits to a significant returns on
investment. With education, users learn to use the system beyond order-taking or inventory
tracking. They gain understanding in how to use the system to shorten response cycles,
improve cash flows and increase productivity.
Success Factors
Implementing a software project is large undertaking. It is much more that just installing new
software. Considerations include:
Resource commitment
Plan to assemble a cross-functional team to assess processes, recommend improvements and
guide the implementation.
New technology
The new technology infrastructure may be different from your existing system and the IT
manager or system administrator will likely need education to make the transition. Users
across the organization may be less efficient as they adjust to new entry displays and
functionality. During this time, employees may need reminders of the benefits the new
technology will bring within a short time as they use it.
Summary
Implementing a software is more than just technology. It is an investment in the business and
its people. It is not difficult to place a system within an organization and let them try to use it
with training “how-tos”. What is more challenging is implementing the system into a
company’s culture where it becomes an integral part of developing a business and fulfilling a
vision. The latter takes an investment in time and resources.
Carefully evaluate their plans to see if they are really just installing or actually implementing.
Partnering with a software provider who is committed to its clients’ success and has the
experience and methodology to help achieve that success, ensures that maximum return will
be realized on the technology investment.
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Company’s Background
Company Name:
Applicant
(X )
WMK RESOURCE MANAGEMENT SERVICES SDN BHD
Project Role:
(Tick √ where applicable below)
Lead Member of
Member of
Domestic
Consortium
Consortium
Sub-Contractor
( )
( )
( )
Consultant ( X )
Scope of Works Undertaken:
(Write a summary of scope of works to be undertaken and where applicable supplement
with attachments to elaborate the details of scope of works to be undertaken)
To supply & maintain Facility Management software inclusive of hardware &
systems.
In operation since (please attach certificate of registration with
registrar of companies):
Address:
Telephone:
Email:
2002
NO. 31, BLOCK “D”, GADONG CENTRAL COMPLEX, SIMPANG 21,
JALAN GADONG, B S BEGAWAN BE3719, BRUNEI DARUSSALAM.
+673222 0056
[email protected]
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Total No. of Staff:
9
Total No. of
Administrative
Staff:
Paid-up Capital
(B$):
2
100,000
Staff To Be Involved With This Project
No.
Name
Citizenship / Resident
Position
1
Michael Tan
Malaysian
2
Daniel Koh
Malaysian
4
Shahrizan
Bruneian
Account/Project
Manager
Project Coordinator/Trainer
IT Technician
Crystal Reports 2008
"Professional Reporting. Unbeatable Pricing. Unmatched
Value".
Crystal Reports by Business Objects, an SAP Company, is known as the software when it
comes to enterprise database reporting: creating flexible, feature-rich and dependable reports
for the Web or various enterprise applications.
For anyone who may not yet have come in contact with this best-selling software, Crystal
Reports 2008* is an intuitive and powerful software product for turning raw data into
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Crystal Reports, Business Objects, claim that it “brings excitement into reporting”, and even
though we may not go that far (after all, it’s work we’re talking about, and you’re not
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reporting far more pleasurable than it otherwise would be.
18
Crystal Reports Features & Benefits
Crystal Reports 2008 gives you tons of time-saving tools for increased productivity and
visualization flexibility. Here are some of the main benefits of this popular product:
Advanced capabilities for information visualization.
The end user viewing experience has been significantly improved.
New flexible report deployment options - view reports online, offline, within
application or on-demand on CrystalReports.com.
Flexible application integration, e.g. with Xcelsius, Adobe Flash, and Adobe Flex.
More streamlined and flexible report designer for increased productivity.
Display reports in nearly any industry-standard format, including PDF and XML.
New “what-if” functionality makes it possible to change report variables for
hypothetical scenarios.
Reports are now tied to more of a business process allowing you to make decisions
and perform tasks directly from within the report, e.g. order more inventory!
Crystal Reports 2008 is Better Than Ever
Like with every new edition, Crystal Reports has gone through huge improvements for the
2008 version. One of the biggest steps forward is the integration with Crystal Xcelsius,
which is another very popular piece of software from Business Objects and a companion
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applications directly in the software.
Other significant enhancements in Crystal Reports 2008 include a much improved end-user
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Powerful Features includes :
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with fewer report files.
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On-report scenario modeling: Access a powerful, dynamic decision support tool when
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Create multiple reports based on different data sources, loaded with data, personalized for
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Application integration: SAP Crystal Reports for Visual Studio (included) makes it easy
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Free runtime licensing: You won’t have to pay additional licensing fees for multiple
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Single edition:SAP Crystal Reports comes in a single edition that meets the broadest
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Hardware - Dell PowerEdge Server
1 Unit Dell PowerEdge R210 II Rack Mount Server
Intel Xeon E3-1220L CPU 2.20 Ghz 3M Cache
Integrated Broadcom 5709 dual-port Gigabit Ethernet
3-5” Chassis for PowerEdge R710
Riser with 2 PCIe x8 + 2 PCI e x 4 slots
8GB Memory (2x4GB) RDIMM1333Mhz Dual ranked
1x500GB 3.5” 7.2K RPM 6Gbps SED SATA Hard Drive
C9 : NO Raid for PERC H200 1-2 SATA/SAS Controller
20” LCD Monitor
Dell Mouse/Keyboard
Microsoft Windows 2008 Server x64 R2 Foundation Edition
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