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Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
SAP Business OneAffordable Power
for Small & Mid Sized Businesses
Distribution& Inventory Planning
Customer Relationship
- Sales
Finance
& Accounting
Reporting
& Technology
Web Tools
& eCommerce
10:00 AM – 11:00 AM Mountain Time, Friday
11:00 AM – 11:30 AM
Mountain Time, Friday
11:30 AM – 12:00 PM
Mountain Time, Friday
www.gotomeeting.com/join
questions: [email protected]
Meet ID:486-323-888
Phone: 641-715-3210
Access: 486-323-888
Meet ID: 971-849-781
Phone: 309-946-4588
Access: 971-849-781
Make to Order/StockManufacturing
Project Management & Project Costing
Field Service
& Depot Repair
Customer Relationship
– Service/RMA’s
Meet ID: 885-867-343
Phone: 207-203-2018
Access: 885-867-343
Manufacturing
Distribution Services
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Agenda
Technology Overview
Functionality Overview
Some Customer Stories
A Day with OEC’s Project Services Operation
Who is SAP
Conclusion, and Next Steps
SAP Business One
New Business System Objectives
If you have questions,
email:
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
• Business– Grow Revenue & Profits– Monitor Operations in Real-Time
• Operations– Increase Control & Visibility of Projects– Reduce Revenue Leakage– Improve Customer Service– Increase Utilization of Resources
• System Objectives– Manage One Integrated Application– Improve Communication – Improve Access to Data – Business Alerts & Workflow
New Business System Objectives
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
SAP – the world’s #1 provider of business systems
Millions of Users.
50,000+ Customers.
28,000+ Employees.
11,000+ Developers.
50+ countries.
38+ Years Experience
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
SAP – the world’s #1 provider of business systems
8 out of 10 large businesses run on SAP
30,000 small-mid businesses run on SAP
60% of all business transactions in the world
run on SAP
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
SAP – for the largest, and the smallest businesses
SAP Business OneFortune 500,000
mySAP “R/3”Fortune 1,000
mySAP All-in-OneFortune 5,000
SAP Business ByDesignFortune 50,000
SAP Business One
SAP Business ByDesign
mySAP All-in-One
mySAP R/3
Gro
w w
ith S
AP
Co
mp
any
Siz
e
Business Complexity
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Proven success - SAP Business One
– 20,000+ Business One customers today
– 37 country versions; 14 Languages
9009002002 2,2002,200
2003 5,3005,300
2004
9,3009,300
2005
13,50013,500
2006
Companies that run SAP are 32% more profitable
than those that don’t Stratascope Inc. Study
18,000
2007
25,000Projected
2008
35,000Projected
2009
50,000Projected
2010
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
The current state of information systems:
Patchwork silos – Islands of Information
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
One Application - One View
SAP Business One
Business Management Software
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Multi Warehouse Items Mgt Item Query Price List Receipt to Stock Release from
Stock Stock
transactions Warehouse
Transfer Serial Number
Management Batch
Management Consignment
Inventory Obsolete
Tracking Units of Measure
Conversion Standard, Moving
Average, & Actual Costing
Inventory
Picking/Packing Kitting Bill of Materials Phantoms Production
Orders Back flush Co-products Disassembly Forecasting Material Planning Pegging Daily/Weekly Replenishment
Recommendation Min/Max/Order
Multiples Property &
Parameter Tracking
Drawing & Specification Tracking
Purchase order Purchase
delivery Purchase return Purchase invoice Purchase Credit
note Landed Cost Vendor Analysis Vendor
Management Contact
Management Drop Ship Multi-currency
price lists Alternate &
Approved Vendors
Customs Tracking
Manufacturer Number
Quotation Order Drop Ship Invoice Delivery Return Multi-currency
price lists Customer
management Gross profit
calculation Sales Analysis Contact
Management Opportunity
Management Pipeline
Management Forecast and
Sales Reporting Outlook
Integration
Chart of accounts Accounts
Segments Journal entry Journal Voucher Recurrent
transaction Multi-currency Exchange rate Financial Reports Budget Cost Centers Sales Tax Multiple periods Deposit Checks Credits Receipt Deferred
Payment Bank Statement
and reconciliation
OperationsPurchaseSalesFinancials
Optional Software Development Kit – Extensibility
Warranty Tracking
Cost of Warranty & Repair
Customer Issues Reporting
Service contract management
Customer Equipment Tracking
Service planning Service tracking
and billing to contract and/or time & materials
Customer tracking across interactions
Knowledge Database
Service Call Management
Service Queue Monitoring
Service
Real-time Reporting, Drill to Detail, Company, Product & Customer Business Intelligence
Advanced Technologies - Drag & Relate; Alerts; Work Flow, UI Personalization
Microsoft Office Integration to Word, Excel and Outlook
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Multiple Methods of Depreciation.
Asset creation from AP
Define Product Series & Models
Features & Options
Compatibility Rules Define
Formulas calculation of quantities, prices, parameters
Publish Online for Customer Self Service
Configurator
Complete On-line Selling Solution
Order Processing & Notification
Catalogue Mgmt
eCommerce
Engineer to Order & Make to Order
Make to Stock & Repetitive
Estimate to Actual Reporting
Routing & Labor & Overhead Tracking
Capacity Planning & Scheduling
DiscreteManufacturing
• Depot/Field• Dispatch &
Schedule• Google Maps• Contract Mgt• Quoting• RMA Tracking• Track Time &
Expenses• Repair Orders• Document
Management
Service &Repair
Advanced Module Functionality for your specific industry needs
Credit Card Processing & Validation
Touch screen or Bar Code
Inventory Management
Promotions Management
Store Management & Performance Reporting
Retail & POS
Define Variants (Color, Size, Style) Inventory Tracking
Use Matrix in Sales & Purchase Orders
Create a Single Production Run for Multiple SKUs
Sales Analysis by Variant – (Color, Size, Style)
ApparelMatrix
Increase equipment utilization
Decrease downtime
Cost of Maintenance
Track & Maintain Equipment Specs
Rental Orders & Reservations
Service Orders
Maintenance & Rental
Engineering Change Control
Revision Control for BOM’s
Approvals Receiving
Inspection Shop Floor Data
Collection Scrap & Rework Quality Codes
Engineering & Quality
Work-in-Progress Change Orders Document Mgmt Resource Mgmt
Project Tracking Project History Estimating Timesheets
Project Management
History Based Forecasting
Seasonality Maintain Optimal
Stocking Levels Reduce Inventory
& Replenishment Costs
Reduce/Eliminate Stock-Outs
Container Management
Inventory Planning
Track training & certifications
Benefits, Accr-uals, Earnings, Deductions
Payroll & HR
Wireless Handhelds
Real-time tracking
Warehouse, aisle, row, slot, bin tracking
Inter-warehouse transfers
Cycle Counting Audit Trails Labor Efficiency
Tracking
WirelessWMS
FixedAssets
Mobile Solutions
Sales Mgmt Order Mgmt Field Service Distribution
Project Cost
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Technology
Client-Server Architecture Thin Client Certified SQL Database
Productarchitecture
Excel, Word, OutlookMS Officeintegration
XML, HTTP, SOAP, COM, ODBC, .NET
API’s
Server
Backup
API (COM)
XML Adapter
Services
Client
Interfaces
TerminalServer
Web
Intranet
MobileV /Palm/Blackberry
Remote
SQL
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Agenda
Technology Overview
Functionality Overview
Some Customer Stories
A Day with OEC’s Project Services Operation
Who is SAP
Conclusion, and Next Steps
SAP Business One
New Business System Objectives
If you have questions,
email:
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Business One for Project Services
Sales Order
ServiceContract
Delivery
Invoice
Schedule
Sales Quote
Inventory
AIA/Other Forms
Project
ServiceCall
Activities
T&M, Milestone, Progress & Fixed Bill
Payables
MS Project
Labor
Expense
Receivables
Web/Mobile
ChangeOrders
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Project ManagerFor all Projects
Sell, Sell, SellWants to make the sale at any price.
Accounting ManagerFor all Billing and Invoicing
Sophie:
Manager:
OEC - Office Equipment Corporation
Sells, Installs and Services Large and Small Networks
SAP Business One manages their entire business
Sales ManagerFor all Sales & Revenue
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
A Day with Sophie & the Manager
Sophie Quotes A New Server & Printer InstallDiscounts outside of policyWork Flow Approval Required
Sales Quote
Sophie receives Approval OnlineEmails Quote to Customer, Copy ManagerEmail
Integration
Runs Open Items Report for InvoicesDrills to problem account for collectionExports to Email, Excel & Word
MS Office Integration
Manager receives Approval RequestReviews Quote, Account & Part HistoryApproves the Discount Online
Online Approval
Generates Order from Quote, EmailsCreates Service Contract & ScheduleAnalyzes Service Contract via Drag&Relate
Service Contract
Control Maverick Discounting
Improve Sales Productivity
Increase Margins & Profitability
Improve Customer Service
Increase Management Productivity
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
A Day with Project & Accounting Manager
Starts with the Project View SummaryDrills to Service Calls, and ActivitiesReviews his
Projects
Reviews the ScheduleReviews Calendar/OutlookReviews MS Project
ReviewsSchedule
Enters Time/ Expense &
Bills
Earthshaker #18 requires an upgradeChange Order is Approved
Approves Change Order
Alerts on Projects with Past Due ActivitiesAlerts on Projects Ready to InvoiceAlerts on Projects Over Budget
Data Alerts
Increase Project Control
Improve Scheduling Visibility
Reduce Revenue Leakage
Improve Customer Service
Increase Time & Expense Compliance
Manager completes billable activitiesEnters his hours and travel costsRuns Billing Report &Generate Invoice
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
A Day in the Life of the Executive
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Agenda
Technology Overview
Functionality Overview
Some Customer Stories
A Day with OEC’s Project Services Operation
Who is SAP
Conclusion, and Next Steps
SAP Business One
New Business System Objectives
If you have questions,
email:
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Customer Profile
Business: Manufacture & Distribute Plug & Go Security Systems
Key Criteria:• Advanced Reporting capabilities for sales and customer
data with Plus One™ Report Manager• The ability to tie warehouse, customer call center, monitoring
center, retailers, and manufactures together with one complete system.
• Rapid training and implementation.
About the Company:
LaserShield Systems, Inc., (LSI), has been the World's leading developer of innovative Plug N Go, monitored security solutions. A leading electronic engineering and design firm, LaserShield Systems provides proprietary security solutions to both commercial and residential applications in the United States, Puerto Rico, and Mexico.”
Eileen Johanson, General Manager, LaserShield
Success with SAP Business One
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Success with SAP Business OneCustomer Profile
Business: Low Energy Warewashing
About Auto-Chlor Systems: • Auto-Chlor System is the national leader in the production and installation of Low
Energy Dishmachines, but that's not all.
• Auto-Chlor System provides routine 28 day service by a trained field technician that performs preventive maintenance on your dishmachine, delivers and maintains cleaning products and provides on-site staff training. Still, there's more.
• Auto-Chlor System also provides 24-7-365 Emergency Service. That means that if your dishmachine isn't working at 2 am, your service representative is. Our trained field technician will arrive at your door with the parts needed to repair your machine and keep your operation running smoothly.
“SAP Business One is the system taking us to the next level in our company’s growth. We are excited to be continuously moving forward in our business, and with Navigator’s support along the way we feel very comfortable with where we believe we can take things.”
Jim Stewart, Owener, Auto Chlor Systems Denver
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Customer Profile
Business: Plumbing, Heating & Air Conditioning
Key Criteria:• Completely integrated solution throughout the entire organization
• Advanced Distribution Capabilities with Integrated Data Collection Stations
• Real-time Management of Inventory by Bin Location
• Real-time Credit Card pre-authorization and Transaction Processing
About the Company:
Ellingson Plumbing, Heating & Air Conditioning was established in 1980 by Tom Hills and Pat Ellingson. Since that time we have grown into one of the most respected plumbing and heating contractors in the area. Quality products, dependable service and most of all, highly trained and dedicated employees are the key to our success.
Success with SAP Business One
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Success with SAP Business OneCustomer Profile
Business: manufacturer of laser, light-based and radiofrequency devices
Key Criteria: • Consolidation of multiple, disparate solutions
• Advanced customer service and scheduling capabilities
• Improved customer service and sales opportunity tracking
• Ease of Use
About the Company:
Alma Lasers' expertise lies in the winning combination of an ability to innovate bringing unique new technologies to the global aesthetic market, balanced by a strategic depth of clinical knowledge and industry experience. Each day, thousands of plastic surgeons, dermatologists, obstetricians, gynecologists and general physicians in 45 countries depend on Alma Lasers to deliver visible results that improve lives.
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Customer Profile
Business: Develops High Performing, Durable Blenders for Commercial & Home Use.
Key Criteria: • Integration of Manufacturing and Financials
• Management of AssembliesAffordable all-in-one solution
• Value: DayOneTM implementation methodology
Success with SAP Business One
“We knew there were a lot of systems out there which were well used by companies, but we wanted something with a solid name we could depend and rely on. The SAP name has a reputation of reliability, and we have strong connections to several companies who use SAP to support their operations.”
--Steve Quist, CTO, Blendtec
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Customer Profile
Business: Hi-End Configurable Servers
Key Criteria:• Fully integrated Business Management Software Solution
• Instant Access to Support from a Local Reseller
• Customization for unique processes
• Value: DayOneTM implementation methodology
“After dealing with support issues with our previous system, we wanted to have our support at the very least in the same time zone as our company. Navigator has an office literally minutes away giving us instant access to support for our SAP Business One system.”
- John Anderson, CFO, Bosanova
Success with SAP Business One
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Customer Profile
Business: Healthcare Information Systems Provider
Key Criteria• Advanced Job Costing Capabilities • Inventory and demand planning • Advanced Reporting Capabilities • Data and part number management• Scalable solution compatible with company’s growth
Success with SAP Business One
“With Business One we continue to see improved profitability due to our better knowledge of what is going on in every aspect of our business. This, in turn, allows us to continue improving all of our processes.”
Michelle Howell, CPA
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Agenda
Technology Overview
Functionality Overview
Some Customer Stories
A Day with OEC’s Project Services Operation
Who is SAP
Conclusion, and Next Steps
SAP Business One
New Business System Objectives
If you have questions,
email:
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
• Business– Grow Revenue & Profits– Monitor Operations in Real-Time
• Operations– Increase Control & Visibility of Projects– Reduce Revenue Leakage– Improve Customer Service– Increase Utilization of Resources
• System Objectives– Manage One Integrated Application– Improve Communication – Improve Access to Data – Business Alerts & Workflow
New Business System Objectives
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Some Results:
• Inventory: 12%• Planning Time: 85%• Revenue: 10% • Back Orders: 12% • Inventory Turns: 6 Fold• Customer Service: • Customer Retention:
Time to Value: Less than 3 months
Companies that run SAP are 32% more profitable
than those that don’t Stratascope Inc. Study
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Why an SAP Business One Solution• Your Investment for the Long Run
– SAP’s experience• 35 years, 50,000 Installations, Millions of Users
• Lower Total Cost of Ownership • Value: DayOne – Installed, Trained, Using the Software, with Your Data
Next Steps to Succeed with SAP Business One• Evaluate Business One for YOUR company
– users and locations, optional software features,– specific training needs, your desired “go-live” time frame.
• Review Ball Park Solution Costs• Review Financing & Payment Options• Review Implementation and “Go-Live” time line.• Presentation of YOUR business solution to management
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Distribution& Inventory Planning
Customer Relationship
- Sales
Finance
& Accounting
Reporting
& Technology
Web Tools
& eCommerce
10:00 AM – 11:00 AM Mountain Time, Friday
11:00 AM – 11:30 AM
Mountain Time, Friday
11:30 AM – 12:00 PM
Mountain Time, Friday
www.gotomeeting.com/join
questions: [email protected]
Meet ID:486-323-888
Phone: 641-715-3210
Access: 486-323-888
Meet ID: 971-849-781
Phone: 309-946-4588
Access: 971-849-781
Make to Order/StockManufacturing
Project Management & Project Costing
Field Service
& Depot Repair
Customer Relationship
– Service/RMA’s
Meet ID: 885-867-343
Phone: 207-203-2018
Access: 885-867-343
SAP Business OneAffordable Power
for Small & Mid Sized Businesses
Manufacturing
Distribution Services
Make Every Customer a Best Run Business
The Best Run Businesses Run SAP
Export Project(s) to MS Project