Econship Tech PVT LTD - Proposal

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Address: 4th Floor, 403, Zenon Apartment, Khatodra, Surat, 3950026

Branches: Navsari, Surat, Morbi

Proposal For Econship Tech


Pvt Ltd

STRATEWORKS SOLUTIONS - THE BUSINESS IT HUB


TABLE OF CONTENTS

01 Executive Summary 04 Project Timelines

02 Scope of Work 05 Professional Fees

03 Requirements 06 Terms Of Business

STRATEWORKS SOLUTIONS - THE BUSINESS IT HUB


Subject: Submission of our commercial proposal for ZOHO implementation

A Kind Attention:

Dear Sir,

I refer to discussions of our team with yours pertaining to ZOHO implementation services at Econship Tech Pvt Ltd. We are delighted at the opportunity to submit the proposal for
the engagement.

At Strateworks, we are eager to have the opportunity to compete for your esteemed business. Our commitment to providing exceptional client service is unwavering. We are
confident that we can not only meet but exceed your expectations in every aspect. To ensure this, we have assembled a team of our top talents from Strateworks Consulting,
individuals we believe will deliver the maximum value to your investment in our services and, by extension, your investment in this project as a whole. Strateworks is dedicated to
offering you the highest quality service at a cost that reflects the value we aim to provide.

We deeply value our business relationship with Econship Tech Pvt Ltd and are enthusiastic about the prospect of contributing to this initiative. With this proposal, we aim to take a
significant step toward establishing a strong and trusted partnership between Econship Tech Pvt Ltd and Strateworks.

Thank you for considering our proposal, and we look forward to the opportunity to work together.

Regards
Anil Joshi, Implementation Consultant,
Strateworks Solutions – The Business IT Hub.

STRATEWORKS SOLUTIONS - THE BUSINESS IT HUB


Executive Summary
Offering An experienced team of consultants with a strong experience of implementation ZOHO across industry.

Standard Implementation of ZOHO Books (Ultimate Edition), Integration with ERP and migration from Tally to Zoho Books:
Vistar Shipping LLC
Econship Tech Pvt Ltd
Econship Marine Pte Ltd
Econship Marine SDN BHD
Our Common Target
APlus Box Solutions Pte Ltd
Fastex Containers Pte Ltd
Fermion Shipping DMCC
Standard Implementation of ZOHO Books (Professional Edition):
Econship Tech Pvt Ltd Employee Group Gratuity Trust

Implement designed processes in ZOHO App.


Our Task Design processes/reports using standard ZOHO App.
Leverage Technological innovations that come with ZOHO.
Approach

To implement processes in alignment with StrateWorks Industry Edge for the Econship Tech Pvt Ltd, we will utilize StrateWorks's ZOHO
Our Process
repository.

Application and Modules Standard Implementation of ZOHO Books / Integration of ERP / Migration from Tally to Zoho

Our Experience In India, we are leaders in ZOHO with 100+ projects and have 75+ ZOHO experts in India

STRATEWORKS SOLUTIONS - THE BUSINESS IT HUB


Scope of Work
Scope Parameter Detailed scope
Legal entity scope Econship Tech Pvt Ltd

Project delivery location The Project will be executed onsite-offshore mode.

ZOHO App
ZOHO modules in scope
System Study / Defined scope of work / Implementation / Training to Users

Standard Product implementation, Migration from Tally to Zoho and Integration with ERP
Requirement: We need the IRN and QR Code to be updated into Zoho books and ERP system. IRN and QR code is generated from the
GST portal (https://einvoice1.gst.gov.in/). We are registered users and can provide credentials upon demand.
Current process:
1. Econship issue invoices from there ERP system. This invoice should be sent to the GST portal for updating and as acknowledgement
GST portal provides us with IRN and QR code which again should come and update in our ERP system.
2. Currently From ERP they provide the data in excel format to tally for import through FTP sharing. (Automation)
Technical scope
3. Tally updates the invoice details and later through schedule sends the invoice details in batch to the IRIS system (Third party vendor
application).
4. IRIS forwards the details and updates the invoices in the GST portal.
5. As acknowledgement, the GST portal sends the IRN and QR code to IRIS and it gets updated in Tally.
6. Tally will create a file with IRN and QR code and keep it in a FTP folder.
7. Our ERP at a scheduled time, get the IRN and QR code from the FTP folder and updates in ERP system invoices.

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Requirements

Migration : Tally to Zoho Books (Data since 1st April 2023)

Configurations

Assessment and Planning

Data Transformation and Mapping

Data Import and Validation

Post-Migration Activities

STRATEWORKS SOLUTIONS - THE BUSINESS IT HUB


Requirements

Integration with ERP

Data Mapping and Integration Plan for ERP with Zoho Books

Current Data Transfer

Items Module

Customer Module

Vendor Module

Sales (Invoice) Module

Purchase Bill Module

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Project Timelines

M1 M2 M3 M3 M4 M5 M6

Configuration

Migration 1
ZOHO Implementation
Integration with ERP

Testing

Training

Migration 2/UAT

Go Live

STRATEWORKS SOLUTIONS - THE BUSINESS IT HUB


Commercials Fees for Strateworks

Description Discount Commercials

Commercials for ZOHO Books standard Implementation – 4 Org (High volume) – 150,000 * 4 62.50% Rs 6,00,000 /-

Commercials for ZOHO Books standard Implementation – 3 Org (Low volume) – 60,000 * 3 60% Rs 1,80,000 /-

Commercials for ZOHO Books standard Implementation – 1 Org (Very Low volume) – 30,000 * 1 80% Rs 30,000 /-

Integration with ERP – 4 Companies 10% Rs 6,40,000 /-

Data Migration (Tally to Zoho) 20% Rs 4 Per Record / -

Support after Implementation - Per Month / 10 hrs Per Month - Rs 25,000 /-

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All Companies - ZOHO Subscription – To be paid to Zoho
Description Commercials – Per Org Total
Zoho Books – Ultimate Edition (25 users) / Billed Annually / Per Organization Rs 95988 /- Rs 6,71,916 /- (7 Organization)

Zoho Books – Professional (5 users) / Billed Annually Rs 17988 /- Rs 17988 / - (1 Organization)

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Fee Schedule:

Advance of 75% shall be processed before we start the assignment and remaining 25% payment will be after the training.

Invoice for monthly fees shall be raised on monthly intervals in the beginning of the month.

Invoices will be payable within 5 days from the date of invoice or interest payable at 18% p.a. If assignment remains incomplete due to any reason, fees shall be paid for the
completed milestones.

Government taxes extra for Strateworks and Zoho Subscription plan (GST @ 18% is applicable at present).

In case of physical presence is required, all the cost for travelling from Navsari office to any other location (Partners – Flight/2nd AC train, Team members - 3rd AC train, Bus,
Cab), Stay & Food arrangement in a hotel/ Guest house with decent amenities, Local conveyance within the city etc. shall be Borne by Client. Need to process Advance
towards expenses separately.

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Notes
Zoho Subscriptions to be taken by the client as per there requirements.

Zoho account of company shall be tagged under our Partner code.

Access to all information, all reports & transactions’ authorization, email and Zoho software access.

Outside our Scope of Services: Technical part – System Programming/ Customizations. Customizations if any required shall be done using Zoho technical team
Project will be carried out in an onsite/offshore basis.
For any critical discussion/workshop project onsite location will be Client office. For any onsite travel to Client office from any location, Client will arrange for travel, guest
house accommodation, local travel, food and out of pocket expenses.
If there are any circumstances that reasonably restrict travel or physical presence of our personnel at your office/location, then without prejudice to your payment
obligations, you shall allow such personnel to work from home or other remote location till the time such reasonable restrictions exist. Any delay/ default in performing our
obligations arising from such restrictions, shall not be attributable to us and shall not be considered a breach of contract on our part and no consequent damages/penalties
etc. arising therefrom would be imposed on us under the Contract
Credit Period for the payment would be 10 days

The proposal is valid till 30 days

Monthly support services : Remote support for queries on call, video call, screen session, mails and Resolution time can go up to 48 hours in case of critical points.

Training will be provided to all users and afterward, it will be chargeable.

Anything beyond the scope of services including the points covered in ‘Outside our scope’ section will be charged extra.

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Terms and Conditions

1. By engaging StrateWorks Solutions as your Zoho implementation partner, you agree to comply with and be bound 15. In case a workflow or a part of it becomes unworkable, it may be excluded or modified based on feasibility. Feasibility will be
by these Terms and Conditions. assessed to accomplish the task within the scope of Zoho's subscription.

2. The scope of work for Zoho implementation will be defined in a separate agreement or project proposal. It will 16. Any additional requirements for automation, customization, or enhancements, if needed, will incur additional charges and will
outline the specific Zoho applications and services to be provided and the associated costs. depend on your specific requirements and Zoho product subscription.

3. Payment terms, rates, and invoicing details will be defined in the project agreement. The client is responsible for 17. All Zoho applications are integrated. We will only implement the applications specified in the Estimate and Scope of Work.
making payments as per the agreed-upon schedule. Integrated applications like Payroll, CRM, People, etc., are not within the scope of our services.

4. Clear project timelines and milestones will be established for each project. Both parties will work diligently to meet 18. Reports included in the Zoho Subscription are within the Scope of Work. Custom reports will be generated after you subscribe
these timelines, and any delays will be communicated promptly. to Zoho Analytics, and there may be an additional cost for custom reports created through Zoho Analytics.

5. Any changes in project scope, requirements, or deliverables must be documented and approved by both parties. 19. Mobile App: This is an additional feature provided by Zoho, and it will offer the same features as Zoho provides. We cannot
Additional costs resulting from change requests will be discussed and agreed upon. make any amendments or additions to it.

6. The client retains ownership of all data, documents, and information provided during the project. StrateWorks 20. Other value-added services such as SMS, emails, Payment Gateway, etc., will incur additional charges according to the service
Solutions will not use, access, or share this data without the client's explicit consent. provider's plans and packages.

7. StrateWorks Solutions may offer post-implementation support and maintenance services as agreed upon in a 21. A limit is set for each task/service or execution, such as print templates, email templates, reports, canvas designs, and visits.
separate service contract. Any additional requirements will result in extra charges.

8. StrateWorks Solutions agrees to maintain strict confidentiality regarding the client's business information, 22. Providing API-related or other support and services to a third party will incur additional costs. Zoho's API must be purchased
processes, and data shared during the implementation project. separately if the API limit exceeds the allocated threshold.

9. StrateWorks Solutions will conduct quality assurance and testing to ensure the Zoho applications are functioning 23. Features in the Zoho subscription mentioned above are subject to Zoho's policy rules.
correctly and meeting the client's requirements.
24. Any cancellation of a Zoho subscription or payment refund will be subject to Zoho's policy rules.
10. The client is responsible for providing necessary information, access, and cooperation to facilitate the
implementation process. Failure to do so may result in project delays. 25. As a standard procedure outlined by Zoho Corporation, you must acknowledge us as a Zoho Partner.

11. Both parties have the right to terminate the contract in accordance with the agreed-upon termination clauses. 26. Payments are non-returnable and non-transferable at any time.
Any outstanding fees and responsibilities will be settled during the termination process.
27. These terms and conditions, along with the project agreement, constitute the entire agreement between the client and
12. StrateWorks Solutions may develop customizations, scripts, or code as part of the implementation. The StrateWorks Solutions, superseding any prior understandings or agreements.
ownership and usage rights of these assets will be determined in the project agreement.
28. The Zoho implementation will adhere to Zoho's guidelines and best practices, ensuring the efficient and effective utilization of
13. These Terms and Conditions are governed by the laws of the jurisdiction agreed upon in the contract. Zoho applications.

14. In case of disputes, both parties will work in good faith to resolve the issues through negotiation and mediation. 29. All data, reports, and customizations created within Zoho applications during the implementation will be owned by the client,
Legal action will be a last resort. The processes shared by us for defined tasks will be executed, and any tasks and StrateWorks Solutions will not access or share this data without explicit consent.
deemed impracticable from a development standpoint will need to be abandoned. Furthermore, unachievable tasks
or those pending due to missing data from your end will be executed once the necessary information is shared with By engaging StrateWorks Solutions as your Zoho implementation partner, you agree to these Terms and Conditions, including the
us. Zoho implementation-specific terms. Please read them carefully and ensure that you understand and accept them.

STRATEWORKS SOLUTIONS - THE BUSINESS IT HUB


TERMINATION
Agreement may be terminated by either party, by 30 days’ notice in writing to the regular correspondence address of the other party marked to the
appropriate contact person. In the event of termination, fees and expenses incurred to the date of termination shall be payable.

ACCEPTANCE
Following your acceptance of our proposal & clearance of advance payment, we shall commence the assignment.

We hope that the above scope of services meets with your needs. Please feel free to contact us if you need any further clarifications.

Thanking and assuring you of our best services at all times.

Anil Joshi
Yours Sincerely, Accepted Accepted For Econship Tech Pvt Ltd.
For Strateworks Solutions Pvt Ltd

STRATEWORKS SOLUTIONS - THE BUSINESS IT HUB

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