BAASS Connect 2013 Development Solutions for your Business

transcript

Custom Development Services

Meet your unique business needs Presented By: - Bharti Meisuria - Zainab Salihi

Agenda

When What

2:00 – 3:00 pm

Explore the endless possibilities with our custom development

expertise

Session Introduction

Custom Development Services A key component to delivering a complete solution

Complete Solution

What is Customization

Customization is: o “to modify, make, or build according to individual specifications or

preference” Needed for:

o extend functionality to meet your unique business needs o make the process efficient and accurate o establish required controls

Delivering Development Projects

• Project Scope • Baseline Plan Initiation

• Solution Design • UAT Preparation Design

• Software Development • Internal Testing Build

• User Acceptance Testing • End-User Training Monitor

• Acceptance and Sign-Off • Release System to Users Go-Live

Structured approach and proven methodology for success:

Services Offering

Input Output Interfaces Add-ons

ERP CRM HRIS BI

Application Business Logic

Input Output

Interfaces

Add-on

Development Request Types

Data Input: Simplified

Use MS Excel to enter data & generate appropriate batches in Sage 300 ERP

Data Input: Simplified

Use MS Excel to enter data & generate Timecards in Payroll

Input: Capture Data in the Field

Create “fillable” PDF forms

Use BAASS application to extract & import data into any application

Increase data accuracy for data collected in the field Re-use data collected for multi-purpose

Input: Capture Data in the Field

Create “fillable” PDF forms

Sage 300 ERP

Capture Order data in PDF

Run through PDF processor

Orders created in ERP system

Input: Acquisitions Transition

Meet all of the data audit compliance requirements

An approach with minimum time and effort for migrating newly acquired entities

Define business rules

Map the source & target data

Create custom package to transform data

Test, Use & Re-use package for all future migrations

Input: Excel Invoice Import in CRM

Custom File Import Dialog built into CRM

Output: Analyze Data in Excel

Identify columns of data required and generate MS Excel output

Output: Meaningful Data

Output: Custom Mail Merges

Output: Analytical Custom Reports

Ability to create complex custom reports with parameters

System Interfaces & Integrations

Source Staging Target

Audit reports

Interfaces include o Finance & Payroll Systems o Human Resources Management & Payroll Systems o Timesheet & Human Resources Management System / Payroll Systems o Many others

We follow best-practices to ensure data integrity is protected & meet audit

requirements

Integration: CRM & Eloqua Example

Integration to external systems Mapping screens to allow configuration by administrators

Integration: Using External Tools

Provide complex orchestration and scheduling of integration between disparate systems

Allows “mappings” instead of programming

Add-ons: WHAT are they?

Enhance or extend the core application functions

Plug and play capability to quickly enhance your applications

Add-on: Price List Update

Item Pricing

Add-on: Price List Update

Item Pricing - Import

Add-on: For unique needs

Use data from external source(s), import, perform edits, import in Sage, generate reports etc.

Select source data – CSV / Excel etc.

Edit source data or Import from source files into Sage

Other buttons for advanced functions

Add-on: Optional Field Editor

Optional Fields Editor

Add-on: Label Printing

Add-on: BI

Clients Using Custom Solutions

Why: Client needed to create a single sales order for the customer. When the sales order was shipped & invoiced, the system needed to generate multiple (split) invoice for all the funders on the sales order

What: Created a Sales Portal to read data from CRM, create Sales Orders in ERP, track appropriate business rules to generate the invoices and generate multiple invoices in ERP

Create Custom Functionality

Why: Client needed to track time “forecast”, update the forecast to reflect “actual” time, route through workflow for approval and create timecards in Payroll

What: Created a application to simplify creating weekly timesheet forecast (schedule), allow updates & convert to timecards – all edits are tracked for audit reports

Quick action buttons: to check status of timesheets by store, create timecards & reports

Add-on: Operations Inquiry

Allows quick searching for Inventory Control and

Order Entry information from the Main Find Menu

Targeted to Sales people and Customer Service

Allows full drill-down and emailing capability

Add-on: Operations Inquiry

Allows creation of Groups based off of real-time

querying of the Sage 300 ERP system

Targeted to Sales and Marketing staff for cross-sell, up-sell opportunities

Uses Sage’s ERP Query tool as the base but takes it to the next level!

Add-on: Advanced ERP Query Tool

Displays the Google Map for addresses in various areas of the CRM system including at the Company level, Address screen and within Groups.

Map directions from each user’s office address.

Add-on: Google Maps View

Add-on: Eloqua Integration

A complete bi-directional synchronization between Sage CRM and Eloqua

Access to client behavior and marketing communications within CRM

On a scheduled basis, Eloqua pulls recently modified and newly created leads in your CRM database which then populates the related records in Eloqua

Add-on: Eloqua Integration

ERP Dashboard in CRM

“The BAASS ERP Dashboards for Sage CRM provides in-depth and real-time financial analytics from your Sage 300 ERP system through ready-made, role-related Dashboards”.

ERP Dashboard in CRM

Summary…

We have the expertise and the experience to deliver various types of customization services

We have created the methodologies for development process and procedures to ensure success

Thank You !

Talk to your Account Manager, email or visit our booth for more information