Fourth Shift User Conference 2009 Fourth Shift Companion
Products
Slide 2
Multifaceted Organization providing Consulting Business
Processes Applications: ERP Lean IT Roadmap Custom Applications
Information Technology Utilizing a holistic approach for our
customers challenges.
Slide 3
Senior Level Business Consultants Each with 10+ years of
experience. Diverse backgrounds, such as Supply Chain Management
Manufacturing IT Product Development Engineering Finance Quality
Infinity understands the impact people, capital, information and
equipment resources have to overall success.
Slide 4
Business Process Reviews ERP Selection Workflow Optimization
Material Flow Analysis Lean Manufacturing Kanban Systems
Slide 5
Infinity tailors technology into a Business Advantage! Infinity
clients are able to supplement their team or outsource entire IT
projects. Our complete IT Team is capable of creating &
executing your plan.
Slide 6
Fourth Shift Authorized Partner Highly skilled in all aspects
of Fourth Shift Companion Products Custom Applications Upgrades and
Fourth Shift Evolutions
Slide 7
Fourth Shift Companion Products Largest team of Fourth Shift
Consultants - anywhere! Upgrade Assistance and Support On-site,
Remote and Hosted Training Options VisiBar / VisiWatch EDI Process
Design Integration Report Writing Custom Applications
Slide 8
Extend your Fourth Shift Environment! Complete Fourth Shift
tools that can used as is or can become a platform for tailored
business solutions. The benefits of a custom programming engagement
with off-the-shelf pricing.
Slide 9
Completely Integrated with Fourth Shift in Real Time
Independent Modules designed To Complement Each Other Effective Out
of the Box as well as an Excellent Platform for a Customized
Solution User Focused Design Fast & Efficient Near Zero
Learning Curve True ROI Increases the Value of your Fourth Shift
Environment for 7.3 SQL, 7.4 SQL & 7.5
Slide 10
Increased Efficiency for Standard Order Entry (COMT) Expanded
Functionality Enhanced Ease of Use Highly Searchable Powerful
Quoting and Order Entry Time Saver Quote Revisions Mass Updates
Security Options
Slide 11
Highly Searchable Intuitive Tab Based Design Shifting Between
Tabs Does not Lose Your Place Robust Search Capabilities Search Any
Field Filter Results Use as Much or as Little Information Available
User Defined Custom Fields Intuitive Tab Based Design Shifting
Between Tabs Does not Lose Your Place Robust Search Capabilities
Search Any Field Filter Results Use as Much or as Little
Information Available User Defined Custom Fields Powerful
QuotingTime Saver
Slide 12
Powerful Quoting Highly Searchable Powerful Unified Quoting and
Order Entry Platform Bring Your Quotes Into Your Fourth Shift
Environment Promote a Quote to an Order Copy Quotes to Orders Copy
Quotes to Quotes Copy Orders to Orders Copy Lines Items Edit Any or
All aspects Complete COMT Front-End with CRM-like Features Page 12
Time Saver
Slide 13
Powerful Quoting Highly Searchable Page 13 Information You Need
Only A Click Away Integrates Credit Card for FS via NCS Internally
Links Related Quotes & Orders Highly Robust Notes Lowers
Support Costs
Slide 14
Security UpdateMass Update Quote Revisions Page 14 Managing
changes to quotes is a breeze Create a history of customer requests
Search for a specific revision through the search screens or with
Rev Search button A direct response to customer input
Slide 15
Quickly Maintain Quotes & Fourth Shift Orders Line by Line
Promotion Select any or all quote lines. Change any or all of the
quantities. Update any or all of the Promised Dates All with a few
key strokes Easily Manage Customer Blanket Orders Security
UpdateMass Update Quote Revisions Page 15
Slide 16
Security UpdateMass Update Quote Revisions Page 16 Identify
your users as Administrator Employee Customer Service Rep Guest
Inactive Control what users have access to. FSTI manages all Fourth
Shift transactions. Each Q2O transaction stores user ID and time
stamp.
Slide 17
Real-Time Information Portal to empower your customers to
access their information on Quotes Orders Invoices Shipments
Credits RMAs Enhanced Ease of Use
Slide 18
Open To Your Field TeamReview Shipments Review Quotes and
Orders Page 18 Empowered Customers Can Search and Review Quotes
& Orders Request a Quote or Place an Order via RFQ Request an
RMA Integrated with RMAA Drill Down Into Supporting Information
Free Your In-House Team for More Critical Functions Empowered
Customers Can Search and Review Quotes & Orders Request a Quote
or Place an Order via RFQ Request an RMA Integrated with RMAA Drill
Down Into Supporting Information Free Your In-House Team for More
Critical Functions Quickly See Pending Shipments
Slide 19
Open To Your Field TeamReview Shipments Review Quotes and
Orders Quickly See Pending Shipments Page 19 Empowered Customers
Can Search and Review Shipments along with Contents Follow Shipment
Tracking when integrated with shippers software FedEx UPS etc
Empowered Customers Can Search and Review Shipments along with
Contents Follow Shipment Tracking when integrated with shippers
software FedEx UPS etc
Slide 20
Open To Your Field TeamReview Shipments Review Quotes and
Orders Quickly See Pending Shipments Page 20 Empowered Customers
Can See All Future Shipments Based On Your Actual Shipping Schedule
Updated Real-Time Empowered Customers Can See All Future Shipments
Based On Your Actual Shipping Schedule Updated Real-Time
Slide 21
Open To Your Field TeamReview Shipments Review Quotes and
Orders Quickly See Pending Shipments Page 21 CIC Empowers Your
Internal Teams As Well Quick Access to All Customer Information
Assist Customers Remotely On The Fly Energize Sales Rapid ROI CIC
Empowers Your Internal Teams As Well Quick Access to All Customer
Information Assist Customers Remotely On The Fly Energize Sales
Rapid ROI
Slide 22
Page 22 Upgrade your Customer Information Center and provide
your selected customers the capability to submit a request for
quote. Maximize the Impact of Customer Information Center &
Quote2Order Upgrade your Customer Information Center and provide
your selected customers the capability to submit a request for
quote. Maximize the Impact of Customer Information Center &
Quote2Order Request for Quote - Sub-Module
Slide 23
Real-Time Information Portal for Managers and Sales Teams to
access specific information on Quotes Sales Orders Invoices
Shipments Company Metrics Current Forms & Company
Documents
Slide 24
Informed Sales Teams are More Effective Managers See Individual
Team and Regional Results Sales Members See their Results -
Remotely Energize Sales Access Important FormsReview Status Compare
Metrics Page 24 Review Orders and Quotes
Slide 25
Access Important Forms Review Status Compare Metrics Review
Orders and Quotes Page 25 Compare Product Mixes See the Best
Sellers for The Company, Your Sales Team or A Sales Person Utilizes
Real-Time Information
Slide 26
Access Important FormsReview Status Compare Metrics Review
Orders and Quotes Page 26 Quotes and Orders At Your Fingertips
Search Access Review Customer Information for a Sales Person or
Your Entire Team in a Single, Easy-To-Access Location
Slide 27
Access Important Forms Review Status Compare Metrics Review
Orders and Quotes Page 27 Use SIC for Local and Remote Access to
the Most Up-To-Date Forms that are Critical to Your Sales Process
Credit Applications Customer Startup ( Insert Your Form Here )
Slide 28
Extend your Fourth Shift Environment! Complete Fourth Shift
tools that can also become a platform for tailored business
solutions. The benefits of a custom engagement with off-the-shelf
pricing.