ABC Bank
Pravaa InfoSystems
January - 2023
Pravaa Enterprise Mobility | Private & Confidential
Table of Contents
01 The Problem and the Solution
02 Our Understanding
03 Proposed Solution
04 Our Value Proposition and about Pravaa
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Pravaa InfoSystems | Private & Confidential
Our Understanding of The Problem.... We are trying to solve
Limited efficiency & productivity of the field force / Sales; Service; Collection
Teams
Manager and field force are not in harmony on
Daily tasks; sales plan; visit plan; visit report; collection amount; task assignment; target
achievement; run rate; contact & lead management
Inability to support field force and employees/partner resources
Inability to capture data and consume MIS on the move
Sales, service & verification teams need access to details of customers, products,
install base, stocks, assets and service history – when on the move
Lack of CRM, sales & service functionalities
Reduce process cycle times; improve collections; real time reporting to
managers and senior management
Lack of adequate data for business continuity when employee(s) leave
- No central data repository; data pilferage / leakage
Long implementation cycle
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Pravaa InfoSystems | Private & Confidential
Our Solution Pravaa Mobility
Pravaa XCell™ Mobility Platform is a US and Indian patented mobility platform
Develop once, deployed centrally;
Changes / new applications can be customized and pushed centrally without a need to
reinstall client software; significantly reduce time & cost of deployment
In-house support - reducing support cost and overall cost of ownership
Apps work even when offline
The solution automates business processes in Sales, Service, CRM, Collections and HR functions
leveraging device functionalities like images, audio notes, GPS, navigation, notifications
Significantly reduces data theft and pilferage (can’t copy or take screen shots)
Multi-language mobile app ; Institutional memory
Analyses information using a powerful reporting & data visualization engine
Presents information on run-time to managers and senior management
Solutions can be deployed on cloud or on-premise
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Our Understanding Sales/Service Team Requirements
Attendance / Leave Dash Board
• Capture location • Target / Achievement FTD/MTD/YTD
• Date Time stamp; photo • Current/Required Run Rate
• Apply Leave / View leave balance • Customized form
• Approve/reject leave • Day’s plan / Scheduled meetings for the day
Customer Visits Customer Details
• Visits basis sales / service plan/tasks assigned • Data as provided by the company / Upload
• Use navigation/call buttons; Capture time spent with customer periodically or API
• Check-in/check-out/auto-capture using GPS or manual • Customized format
• Accuracy level using latitude/longitude • Basic details – Name/Address/Phone/email
• Customized form - Capture feedback/complaint/specific issue • Sales data showing variation/triggers
• Capture order/collection • Navigation/call/email/SMS button
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Pravaa InfoSystems | Private & Confidential
Our Understanding Sales/Service Team Requirements
Sales / Service Plan
• Monthly/weekly/daily plan to visit new/prospects
• Upload plan; Auto creation of DSR/Visit Plan
Task Assignment
• Manager/ Corporate Office / Other
departments to assign task
Lead Management
• Acquiring and managing leads; Capture the
prospects; lead Status; no. of visits per lead; lead
assignment; etc.
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Pravaa InfoSystems | Private & Confidential
Our Understanding Sales/Service Team Requirements
Poll / Feedback / Campaign Mgmt. Documents / Product Details / Learning Mgmt.
• Feedback questionnaire • Training documents : Videos; presentations;
• Real time poll Brochures; Circulars; Policies; FAQs
• Realtime campaign/leaderboard info; PDF/Video content; • Quiz; Real time score
immediate broadcast • Status report
Expenses / Conveyance Bill Submission and Approval Reports
• Can add all travel and other expenses • Trigger notifications for any task missed
• Conveyance bill basis distance covered using GPS • Notification/report to Manager
• Submit bill thru app; Approve and seek clarification • Auto report to respective department or download
• Saves admin manpower cost/increase facility
efficiency/timely payment • CRM and Customer business related
• All MIS with Analytics / Management reports
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Our Solution Mobile Apps (for field force)
Applications
1 Sales / Service 4 Internal Communication 8 Documents
• Lead Management • Broadcast; • Product details/brochures
• Customers Management • Chat • Document checklist
• To-do; Task Assignment
• Sales / Service Plan
• Visit Plan–tabular; map view 5 Expense App 9 Assets
• Visit Summary • Product details/brochures
• Conveyance/ Entertainment
• Travel Request & Approval • Document checklist
• Other expenses
2 HR Self Service
• Attendance – location; time
10 Survey / Service App
• HR forms-Travel, Leave, etc. 6 Campaign / Contests • Customer/partner survey
• Alerts and Approvals • Service / maintenance
• Leader-board Status;
• Feedback
• Performance
11 Reports
3 Learning Mgmt. 7 Customer / Emp Feedback • All Notifications
• Training / Quiz • Feedback • Product / Dept. wise
• Poll • Analytics; Mgmt. Reports
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Our Solution Mobile Apps (for field force)
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Pravaa InfoSystems | Private & Confidential
Our Solution Mobile Apps (for field force)
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Our Solution Web Application (for Managers/Management)
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Pravaa InfoSystems | Private & Confidential
Our Value Proposition Why Pravaa ?
A small but niche player in the business of mobile
applications development segment
Domain understanding – founders were part of senior
management in the industry
Has technical depth around the technology components
involved -the platform is built on a patented technology
Template driven to reduce development and deployment
timelines - same code works on Android and iOS
Company set up in 2009 and product launched in 2011
Leverage device functionalities viz. Images, Audio Notes ,GPS,
Navigation, Notifications, etc. in enhancing the efficiency in
business
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Some of our Customers...
• L&T – Sales and Service Team Mgmt. • Preet Tractors – Sales Team and Dealer Mgmt.
• SBM Bank – Relationship Managers Mgmt. • LMW – Service and Customer Complaint App
• Karur Vysya Bank – Sales Team Mgmt. • Peps Industries - Sales and Service Team Mgmt
• Axis Bank – Sales Team Support • William Pen – Sales & Inspection
• Aris Capital – Sales; Collection • Murugappa Group TI – Approval, Journey Plan
• VPJ (Pavit; Victory) - Sales Team Mgmt • Suguna Foods – Sales; Distribution; Order Mgmt.
Around
10000
App
Users
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Pravaa InfoSystems | Private & Confidential
The Leadership Team Senior Industry Professionals with extensive domain knowledge
Diwakar Kaiwar
Diwakar is an entrepreneur with more than 28 years of experience providing solutions in the areas of ERP, Custom application development,
Mobile app development and IT infrastructure. Prior to starting Pravaa, Diwakar was the Chief Technology Officer and Co-Founder of Inatech
Solutions. Following his M. Tech. from IIT Delhi, Diwakar worked on various software implementation projects based in the UK, Switzerland and
France during his tenure with Tata Unisys, EWI - Zurich and Oracle - UK.
Sanjay Gupta
Sanjay has over 30 years experience in Financial Services in Retail and Corporate Banking in India and abroad. He has had long stints with
organizations such as ICICI Bank, Axis Bank and State Bank. His last assignment was with Via.com – where he was Business Head – India and
Middle East and was also responsible & head of Channel Sales & Distribution. Sanjay is a commerce graduate from Rajasthan University, Jaipur.
Umang Saxena
Umang has over 25 years of experience across areas in Retail Banking – retail assets, liabilities, wealth management and customer management.
He has also worked as ERP consultant in Oracle Financials. His last assignment was with Via.com as Business Head of – MICE, Rail, Financial
Products where he was responsible for starting & adding new product lines to Via product basket. He holds a Masters in Business and Rural
Management from Institute of Rural Management, Anand (IRMA).
P. Sreekanth
P. Sreekanth (PS) is a Management Consultant with 30+ years of experience, including 15 years of consulting experience (PwC and IBM). PS worked
in the manufacturing sector for about a decade including BHEL & ITW. His domain and consulting expertise cuts across functions including
Finance, Accounts, Costing, MIS and Systems and industry verticals such as Manufacturing, Telecom, Retail and FSS. PS is a qualified Cost
Accountant by profession.
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Pravaa InfoSystems | Private & Confidential
Thanks
for your valuable time !!
Pravaa Enterprise Mobility | Private & Confidential
