FOLIODESK ARCHITECTURE

Six Core Functional Modules

Purpose-built microservices architecture designed to connect field operations, procurement, and project accounting into one live financial operating picture.

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Microservices Event Bus Linking 6 Service Nodes to Immutable Transactional Ledger
01. Sales & CRM (sales-service)

System-Enforced Contract Ceilings & Variation Order Control

Manage quotations, contracts, and variation orders with system-enforced guardrails that prevent claim overruns before they happen.

Key Capabilities & Technical Features:

  • Auto-numbered quotations with validity and expiry auto-tracking
  • Contract management enforcing progress claims NEVER exceed total contract value (OVERCLAIM rejection)
  • Variation Order (VO) approval workflows that automatically update running contract sum
  • 5-stage CRM pipeline with stage-aging alerts and automatic sales director escalation
System-Enforced Contract Ceilings & Variation Order Control
02. Purchase & Procurement (purchase-service)

Automated 3-Way Match & Dynamic Vendor Scorecards

Control committed spend with threshold approval rules and automated invoice verification that eliminates duplicate or unverified supplier payments.

Key Capabilities & Technical Features:

  • Threshold-based PO auto-approval routing (e.g. > RM 10,000 auto-escalated)
  • Automated Three-Way Match (PO vs. GRN vs. Invoice) — auto-creates AP vouchers on PASS; flags and holds on mismatch
  • Vendor Scorecard tracking On-Time Delivery (40%), Quality (40%), and Invoice Accuracy (20%)
  • Automatic vendor tiering with score-based downgrade alerts for low performance
Automated 3-Way Match & Dynamic Vendor Scorecards
03. Project Management & EVM (project-service)

Live Earned Value Management & 30-Second Cost Recalculation

Track real-time CPI and SPI cost performance while there is still time to protect project margins.

Key Capabilities & Technical Features:

  • Work Breakdown Structure (WBS) up to 6 levels with automatic cost roll-up
  • Earned Value Management (EVM): Live CPI, SPI, EAC (Estimate at Completion), and VAC calculation
  • EVM metrics recalculated within 30 seconds of jobsite timesheet approval
  • Automatic threshold alerts: CPI < 0.85 alerts PM; CPI < 0.70 escalates directly to Managing Director
Live Earned Value Management & 30-Second Cost Recalculation
04. Inventory & Materials Control (inventory-service)

Curing Evaporating Inventory & Project Material Loss

Stop material scrap and site loss from silently bleeding cash from project profits.

Key Capabilities & Technical Features:

  • Dual costing methods: FIFO default for Project Engineering; Weighted Average default for Trading
  • Auto-selected costing based on business operational mode
  • Physical inventory scrap, disposal, and shrinkage tracking
  • Reorder threshold management with automated stock replenishment alerts
Curing Evaporating Inventory & Project Material Loss
05. Shop Floor & Field Mobile (shopfloor-service)

Offline-First Mobile Timesheets & Geofenced Attendance

Capture field activity accurately regardless of jobsite connectivity condition.

Key Capabilities & Technical Features:

  • Offline-first mobile timesheets for site supervisors, syncing automatically upon reconnection
  • Geofenced jobsite attendance verification
  • Overtime safeguards: Timesheets > 12 hours/day require explicit PM approval
  • Overall Equipment Effectiveness (OEE) scoring for fabrication machinery
Offline-First Mobile Timesheets & Geofenced Attendance
06. Finance & Retention Ledger (finance-service)

Native Retention Money Ledgers & Statutory Payment Clocks

Protect balance sheet retention holdbacks and comply with regional statutory payment laws.

Key Capabilities & Technical Features:

  • Dedicated Retention Money Ledger for 5–10% contract holdbacks across 2 release tranches
  • Statutory Payment Clocks: Countdown tracking for CIPAA (30 days in MY) and SOP Act (35 days in SG)
  • Foreign Worker Levy allocation: Directly assigns SGD 300–900 / RM 150–500 monthly levies to project cost centers
  • Automated AR invoice draft creation directly from certified milestones and progress claims
Native Retention Money Ledgers & Statutory Payment Clocks
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Ready to see the platform in action?

Schedule a personalized demonstration configured to match how your engineering firm operates in Malaysia or Singapore.

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