Trade-finance readiness journey
1Need
2Parties
3Terms
4Ready
5Submit
6Monitor
Governed hand-offM'Project organises readiness and evidence; financial institutions retain assessment, compliance and credit decisions.
Project • i-ERP • M'Trade • ESG & SDG
Manage projects. Digitise operations. Measure impact. Become trade-finance ready.
M'Project moves teams from plans to coordinated execution by connecting governance and collaboration with intelligent i-ERP setup and management, M'Trade workflows, ESG and SDG action planning, monitoring, and performance evidence — all in one workspace.
Built for coordinated deliveryProject leaders · Operations teams · Trade teams · ESG and impact teams
PROGRAMME COMMAND CENTRE
On trackSolar value-chain expansion
Cross-functional execution workspace
Delivery progress68%
Budget controlOn plan
Trade readiness72%
Impact evidence76%
Impact evidence
76%evidence ready
7Affordable clean energy8Decent work & growth13Climate action
One operating view
Complex initiatives lose momentum when the work is fragmented.
M'Project gives every team a shared structure for planning, ownership, execution, evidence and decisions.
Activity increases. Visibility falls.
01
Disconnected plans
Schedules, spreadsheets and documents tell different versions of the same initiative.
02
Unclear ownership
Responsibilities and dependencies become visible only after something slips.
03
Evidence collected too late
Reporting, trade submissions and impact reviews become expensive reconstruction exercises.
One plan becomes coordinated execution.
01
Shared delivery structure
Objectives, budgets, milestones, tasks and evidence connect in a single workspace.
02
Specialist workflows built in
Activate i-ERP, M'Trade and ESG & SDG management when the initiative needs them.
03
Decisions backed by evidence
Progress, risk, indicators and supporting records remain visible as work happens.
Project management core
Set up and manage any project — from first objective to final evidence.
Use M'Project as the delivery backbone for an internal initiative, investment programme, operational transformation, trade transaction or impact plan.
Project setup
Define the objective, scope, dates, budget, owner and delivery model before work begins.
Users & roles
Bring the right people into one workspace with visible ownership and role-based responsibilities.
Milestones & deliverables
Turn the project plan into measurable checkpoints, outputs and acceptance criteria.
Action plans & tasks
Coordinate day-to-day actions, priorities, deadlines and evidence of completion.
Timeline & dependencies
See the critical path, connect dependent work and anticipate delivery risk earlier.
Control & reporting
Capture observations, decisions, conclusions and performance evidence as work happens.
Ready from day one
Start with the project you need. Activate the specialist areas already installed.
Every workspace includes the flexible project-management core plus pre-installed settings for operational management, trade workflows and impact monitoring.
Available
Build for any initiativeYour project workspace
Create and manage a project from objective and budget through milestones, actions, evidence and reporting.
Available
Digitise how work operatesIntelligent i-ERP setting & management
Structure processes, responsibilities, controls and management information around the way your organisation works.
Available
Move toward finance readinessM'Trade management
Coordinate the transaction journey, requirements, documents, responsibilities and submission status in one governed workflow.
Available
Turn commitments into evidenceESG & SDG management
Plan actions, assign indicators, monitor results and organise evidence against environmental, social and SDG priorities.
M'Trade management
Coordinate the path from trade opportunity to finance-ready submission.
M'Trade brings the transaction journey, people, requirements, documents, actions and status into one governed workflow — so teams can address gaps before presenting the case to a financing partner.
Opportunity
Record the trade need and intended outcome.
Counterparties
Coordinate buyers, sellers and relevant parties.
Requirements
Map conditions, documents and responsibilities.
Readiness
Identify gaps before submission.
Submission
Present an organised transaction package.
Monitoring
Track follow-up, status and obligations.
Understand what the transaction needs, assign the work and maintain a coherent readiness record.
Coordinate the client journey, requirements and evidence without losing context across hand-offs.
Receive a better-organised case with clearer ownership, status and supporting information.
Important governance boundary:M'Project supports preparation, coordination and monitoring. Banks and other authorised institutions retain KYC/AML review, compliance assessment, credit decisions, pricing, approval and the provision of finance.
ESG & SDG management
Move from impact ambition to actions, indicators and evidence.
Build a practical line of sight from the priorities you choose to the work delivered, the results observed and the evidence available for review.
Priorities
Select the ESG themes and SDGs that matter to the initiative.
Action plan
Translate commitments into owners, activities and delivery dates.
Indicators
Define what will be measured and the evidence required.
Monitoring
Review results, exceptions and supporting evidence over time.
Illustrative impact board7 8 13
Connect each initiative to the outcomes it is designed to support.
Affordable & clean energy
Capacity, access and efficiency indicators
Decent work & growth
Employment, skills and local value indicators
Climate action
Emissions, resilience and transition indicators
M'Project organises management information and evidence. External assurance, certification and regulatory opinions remain with appropriately qualified parties.
How M'Project works
A practical rhythm from setup to accountable reporting.
The same delivery logic connects general project management with i-ERP, M'Trade and ESG & SDG workflows.
Set up
Define the initiative and desired result.
Structure
Add roles, milestones and dependencies.
Activate
Use the relevant specialist workspace.
Execute
Coordinate tasks, actions and evidence.
Monitor
Track progress, risk and indicators.
Report
Turn delivery data into decisions.
Designed for the whole delivery network
Give each contributor the view they need — while keeping one coordinated record.
Project leaders
Keep scope, milestones, dependencies and delivery evidence visible.
Operations teams
Connect work to processes, controls and i-ERP management settings.
Trade teams
Coordinate transaction requirements and trade-finance readiness.
ESG & impact teams
Manage action plans, indicators, SDGs and performance evidence.
Control without friction
Built to strengthen governance, accountability and confidence.
M'Project makes the working record easier to understand, maintain and review across the life of an initiative.
Role-based working
Give contributors access aligned with their responsibilities.
Evidence by design
Connect supporting evidence to work, indicators and decisions.
Visible accountability
Keep ownership, status and follow-up clear across teams.
Governed workflows
Structure complex processes without replacing regulated decisions.
Integration-ready ecosystem
ERPOperations
BanksTrade finance
DocumentsEvidence
DataIndicators
EmailCollaboration
CalendarDelivery
BIReporting
APIIntegration
Bring your plans, operations, trade readiness and impact evidence into one place.
Start with a project. Activate the specialist workflows your initiative needs.