Competitor OverviewWebsite: http://www.wennsoft.comYear Founded: 1995HQ: New Berlin, WIDescription: Founded in 1995, WennSoft delivers innovative field service solutions that streamline operations from sales to the field to accounting, arming customers with the insight they need to do their work more proactively, productively and profitably.Company Ownership: Privately HeldFinancial Information: (If Applicable)

Key Verticals• Specialty Trades: • Fire and Security• Oil and Gas Field Services• Energy• Other Industries

Gartner OverviewWennSoft is a tightly focused company that markets to the Microsoft installed base, offering field service solutions primarily to construction-related and energy-related industries. It sells directly and through channel partners into North America, and uses channel partners for outside North America. The vendor has two products: Signature, the original product built on Microsoft Dynamics GP, and Evolution, a new product built on Microsoft Dynamics CRM.

Strengths • WennSoft is geared to small and midsize service and installation

businesses, which primarily have a Microsoft infrastructure and want to optimize maintenance or the project-costing function in facilities/equipment management.

• Its solutions, Evolution and Signature, are built on Microsoft Dynamics CRM and Microsoft Dynamics GP, respectively, with strong integration capabilities to Microsoft Office and SharePoint.

• WennSoft offers several deployment options, including licensed, hosted and private cloud.

• The Evolution product adds more Multilanguage support than was previously available with the Signature product.

Cautions • WennSoft, which is focused primarily on SMBs, is not a strong

candidate for the shortlists of companies looking for large enterprise solutions that include complex scheduling and optimization needs.

• Because WennSoft is a privately held company with no large, global system integration partners (although it does have partnerships with Microsoft-oriented service providers), organizations must perform due diligence to ascertain its financial position.

• WennSoft relies on 13 executive partners for implementation and sales services outside its core geographies.

• SaaS accounts for only a small percentage of total revenue because traction for the new product, Evolution, is below expectations.

• WennSoft does not have a large market presence outside the Microsoft installed base.

FieldOne AdvantagesAutomated Routing• Wennsoft does not have automated routing• FieldOne has in-house developed routing technologyWeak integration• Wennsoft has trouble integrating with products outside of

MicrosoftPublic Cloud• Wennsoft’s cloud solution is only available on the private

cloud• FieldOne’s cloud solution can be deployed on Microsoft’s

CRM Online Cloud or on Microsoft’s Azure CloudSMS/IVR• Wennsoft does not offer this functionality out of the box.Social Collaboration• Wennsoft does not offer social collaboration out of the box

Wennsoft Evolution AdvantagesTime and Expense• Wennsoft has Time and expense functionality out of the

box

Wennsoft EvolutionBattle card

Capabilities FieldOne Wennsoft Evolution

Scheduling and Dispatch

-Real Driving Directions, not point to point-Optimized Routes to meet time windows-Dispatch Technicians-Assignments based on skills-Balancing the Workload-Scheduled service times-Customizable scheduling board based on any criteria-List views, map views, hybrid views -Ability to allocate your people based on requirements and resources with Scheduling Assistant Based on real time, GPS data-Drag and Drop Technology when using the scheduling board-Schedule Alerts Can prevent specific scheduling events (like those triggering overtime), by issuing a

warning, or suggesting a way to avoid excess cost Can be configured by customers-Service Centers optimizes scheduling by balancing capacity, skills, working hours and client distance

from locations-Can schedule and manage multiple resources working together on a job

-View technician and equipment availability and all scheduled, unscheduled and unassigned work -Drag and drop appointments Schedule work by service area, skill set or technician schedule-Automatically assign certain calls to specific technicians -Manage subcontractors, service requests, emergencies and maintenance inspections View information about service agreements, contracts, open quotes and warranties -Assign colors, adjust time scale, sort and filter, and manage daily or monthly technician schedule reports -WennSoft Evolution• View scheduled and unscheduled activities. • Assign service requests based on employee availability, skill set as well as equipment

and other assets. • Easily identify resource availability • Automatically generate emails to notify resources of new appointments and share work

order details

Automated Routing

-Balances many different factors when routing(SLAs, route conditions, location, skills, expertise, and customer preferences)-Uses a FieldOne developed routing engine that uses algorithms to compare potential outcomes-Support global networks in multiple languages-Manually override automatic scheduling decisions as needed-Street Level Routing (SLR)-View optimized schedules on virtually any mobile device with native apps for all major mobile platforms-True Cloud on-demand resources including CPU, memory and disk and real-time failover protection-Optimize the schedules of both employees and partner resources in a single system-Resides in Microsoft Azure data centers meeting all major compliance requirements

Service Agreements

-Manage terms and conditions-Apply different billing rates-Manage automated renewals-Track asset location, maintenance needs, and repair history using barcodes or serial numbers-Track warranties against assets- Recurring PM schedules-Special pricing-Agreement, recurring, billing-RMA, RTV, Equipment management

-Create maintenance contracts -Schedule preventive maintenance activities-Automatically generate service calls required by the contract -Include contract-related tasks on work orders -Assess profitability on a per-contract basis-Show pull-through revenue separately-See when contracts are about to expire to facilitate renewal offers-Create work orders with tasking-Add equipment to contracts with appropriate tasks assigned-Track both master contracts and individual contracts per location-Easily retrieve documents containing warranty information, CAD drawings, operating and maintenance manuals-Track details of all equipment included in contract

Service Agreements

-Wennsoft Evolution

• Manage maintenance agreements, from creation to renewal or cancellation, with reason codes to track changes for both billable and non-billable lines on agreements.

• Powerful work order management capabilities make it easy to create new work orders and assign tasks whether through on-going maintenance agreements or through new service requests.

• Task lists can be added to maintenance records to build maintenance plans and scheduling.

• Keep your maintenance contracts profitable.

• Profitability reporting includes access to a complete financial profile showing budget costs, actual costs and margin by line or agreement.

Time and Expense

-WennSoft Evolution

Multi-level approvals and workflows. Track time and expense by specific activities and categories. Assign pay codes, positions and labor rate calculations based on lines of business. Retrieve and view supporting documentation Distribute hours by task.

CRM -Powered by Microsoft Dynamics CRM-Natively integrated with your field service solution to make a single, unified system

-Wennsoft Evolution is built on Microsoft Dynamics CRM

Mobile -Native Apps available for iOS (iPhone, iPad, iPod Touch), Android (phones or tablets), Windows Phone, Windows 8.0 and 8.1 RT, and browser versions for all of your legacy mobile platforms-Central management and development consoleFeatures no code customization-Full Offline capabilities-View and update accounts, contacts, products, work orders, schedules, customer equipment, leads, opportunities, and activities-Update Personal or Team Schedules- Photo capture for “before and after” jobor any other entity-Full mapping and direction capabilities- Attach files to work orders or other entities- Update status and other job relatedInformation- Update and complete service tasks- Record materials used (with pricingautomatically applied)-Multi-Currency Support-Multi-Region Support-App based mobile payments-Bar Coding-Employees and partners can set their own working time from within the mobile application or request time off to be approved by a manager

-Native apps for iOS, Android, and Windows

-Wennsoft Evolution

Customer details, asset information and more are available to your field technicians wherever they are

“Store-and-forward” capabilities ensure details are captured and ready for updating once network access is restored.

Record work done, time and parts used and secure signatures. Share details with the back office and your customer before moving to the next job.

Use the devices and platforms that work for your people, including iOS, Android and Windows.

Social Collaboration

-Ability to connect using personal and team profiles, directories, org charts, status updates, sharing, liking, commenting, following, groups, document collaboration

-Communicate with Voice, Video, IM, Discussions, or Email including native integration with Skype

Inventory Management

-Real-time updates to ensure inventory is accurate-Ability to manage inventory and update stock history for any location• Multi warehouse/ truck-Ability to integrate with an ERP System-Full journalizing-Allocation

-WennSoft Evolution

Manage details of portable equipment as well as facilities or non-portable assets. Capture photos and track serial and barcode information to ensure the delivery of

efficient service. Set up and view hierarchical relationships, such as attachments associated with

assets, for more accurate asset tracking, service scheduling and billing.

Track utilization, scheduling and charge out of assets by collecting accurate equipment usage including multiple meters, warranty, configuration, and preventative maintenance data.

Knowledge Base -provides ready access to product manuals, technical support documentation, maintenance histories, repair notes, announcements-Single point of access for all information

Business Intelligence

-interactive graphical scorecards and dashboards-variety of tables, charts, and views to visualize data in a way that best suits your purposes.-Out of the box reports and business user-friendly tools for custom reporting-Sophisticated predictive analysis, segmentation, and recommendation algorithms- Access data from any third party source-graphic representations of real-time business insights that can be modified and expanded upon.- capabilities in data cleansing,deduplication, and profiling functionalities

-Features include quoting, purchasing and invoice processing capabilities, regardless of the financial system you’re running. -Finance, operations and sales personnel can access a complete, accurate view of work order and maintenance agreement profitability based on costs, billing and time. -Dashboards give each employee the information they need, act on business-critical activities and track key performance indicators (KPIs). -Help Desk provides shared access to information so your support team is armed to deliver superior phone-based support. -Easy access to centrally-located data, vital metrics and reports, user- and role-specific dashboards and the ability to view and interact with SQL Server Reporting Services (SSRS) reports. -Establish alerts for prompt notification of overages or exceptions so you can quickly make adjustments and decisions

Automated Communications (IVR)

-Schedule an SMS or IVR (Interactive Voice Response) activity and set a time when you want to send it

Portals -Partner PortalsPartner access to relevant functionalityInternal access to all partner activities-Customer Portals• Customer self service• Customer access to documentation• Targeted messages based on customer’s interests and preferences based on past

transactions

-CustomerConnect-Gives customers access to…• Upcoming and past service calls and appointments • Locations, equipment lists and maintenance history • Jobs, projects and tasks Reports and invoices • Maintenance agreements-PartnerConnect

Technology FieldOne Wennsoft Signature

Platform -Microsoft Dynamics xRM Framework-Native connection to Microsoft Outlook, Office, Office 365, Microsoft SharePoint, Windows Azure, Skype-Multi-currency capability-Available in more than 41 languages

-Built on Microsoft Dynamics CRM Framework

Configuration --Point and click customizations-Central mobile development tool

Mobile Technology -No code customizations• Uses point click interface-Security Capabilities• No middleware-Mobile Device Management Tools• Divide mobile devices into groups and apply different security rules-Mobile Application Management Tools• Lock the application remotely with just one click• Wipe out data from the app remotely• Business hour restrictions

-All native apps

Deployment Options -True Cloud Deployment• dedicated cloud on Microsoft Azure and multi-tenant cloud through Microsoft Dynamics CRM Online-On-Premise Deployment-Hybrid Deployment

-Licensed -Hosted-Private Cloud

Infrastructure -Microsoft xRM platform has been benchmarked at 150,000 concurrent users-Multi-tenant offers a 99.9% uptime SLA-Microsoft guarantees external connectivity at least 99.95% of the time.

Integration -Integrated platforms include…• SAP R/3• mySAP• SalesForce.com• Oracle ERP (Siebel)• Oracle CRM• Dynamics AX• Dynamics NAV• Dynamics GP• Dynamics SL

-Pre-configured integrations give you the flexibility to expand your solution. -Integrate with Microsoft SharePoint Service to leverage the document management capabilities in Microsoft Dynamics CRM. -WennSoft Evolution is integrated with Microsoft Office giving your sales and marketing teams Outlook capabilities -Easily Integrate to other web services, such as Bing or Google maps, and business applications such as payroll services, project management solutions and commerce sites