Milestone Infosoft Solutions Pvt. Ltd.
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For CIOs and IT heads

One Connected Platform Your IT Team Can Trust

One database for ERP, CRM and Insights, REST APIs for the systems you already run, a mobile app for the field, and role-based control over who sees and changes what.

Speak to an ERP Consultant

Integration architecture

Connect Milestone to the Rest of Your Business

Data moves through REST APIs without re-entry, and documents stay attached to the transactions they belong to.

Information moves onControl point

01 · Milestone mobile

Document
Site requests, expenses, approvals
Who acts
Field teams
Control
Same permissions as the office
  1. 1
    Connects inin parallelMilestone mobileSame permissions as the office
  2. 2
    Connects inin parallelYour other systemsThrough REST APIs
  3. 3
    CoreMilestonelite ERPRole-based access on every call
  4. 4
    Connects outin parallelMilestone InsightsReads the same records
  5. 5
    Connects outin parallelCloud document storageAccess follows permissions
  6. 6
    Connects outin parallelE-invoice and e-way billGenerated with the transaction
Read the steps as text
  1. Milestone mobile (Connects in). Site requests, expenses, approvals; Same permissions as the office.
  2. Your other systems (Connects in). Third-party applications; Through REST APIs.
  3. Milestonelite ERP (Core). REST API layer, one database; Role-based access on every call.
  4. Milestone Insights (Connects out). Dashboards, MIS, alerts; Reads the same records.
  5. Cloud document storage (Connects out). Documents stored against transactions; Access follows permissions.
  6. E-invoice and e-way bill (Connects out). Compliance records; Generated with the transaction.

Milestone mobile

Run the Site From Your Pocket

The Milestone mobile app puts material requests, site expenses and approvals in the hands of people on site and on the move.

  1. 1
    Request raised on siteMaterial or expense, against the project
  2. 2
    Reaches store and approverIn their queue, with project details
  3. 3
    Approved on the moveFrom the approver's phone
  4. 4
    Posted to the projectThe issue or expense updates the ERP record

Site engineers

Raise material requests and log site work.

Supervisors

Record site expenses against the job.

Store keepers

See requests waiting to be issued.

Managers

Approve without returning to the office.

Security and control

Control Over Who Sees and Changes What

  • Role-based permissions for every screen and document type.
  • Approval limits by role, document type and value.
  • Hold and release with a recorded reason.
  • An audit trail of every change, with user and time.

Backups, data protection and access policies are agreed as part of deployment, to match your IT policies.

Deployment

Set Up the Way Your IT Policy Needs

Milestone can run on your own servers or in a hosted environment. We recommend the setup during the study, based on your users, locations and IT policies.

  • Your administrators maintain masters, numbering, formats and permissions.
  • Indian compliance in the core: GST, TDS, e-invoice and e-way bill.
  • One database for ERP, CRM and Insights, so there is nothing to reconcile between them.

Talk to Us About Your Landscape

Bring your current systems and IT policies. We will show how Milestone fits around them.

Speak to an ERP ConsultantHow we work