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    Overview




               What is Interprise Suite?................................................................................................... 3

    Interprise Company Profile......................................................................................................... 4

    Integration Issues........................................................................................................................ 5

    Wide Area Networking Issues & Why Smart Client? ............................................................... 8

    Feature Functionality ................................................................................................................ 10

               General........................................................................................................................... 11
               CRM .............................................................................................................................. 13
               Customer & Order Processing ........................................................................................ 14
               Supplier & Order Processing .......................................................................................... 16
               Stock............................................................................................................................... 18
               Bank ............................................................................................................................... 19
               Report Writer .................................................................................................................. 19
               Accounting ...................................................................................................................... 19
               System Manager............................................................................................................. 21
               Fixed Assets ................................................................................................................... 21
               Trade Counter................................................................................................................. 21
               Commitment Accounting................................................................................................. 21
               Project Costing .............................................................................................................. 22
               Future Modules .............................................................................................................. 22

    Amendability .............................................................................................................................. 22

    Hosted or On Premises ............................................................................................................. 24

    Technology

               XML Web Services ......................................................................................................... 25
               Advanced Data Handling ................................................................................................ 25
               Data Concurrency........................................................................................................... 26
               N Tier Architecture.......................................................................................................... 26

    Pricing & Support Options

               Standard & Advanced (Licensed Versions) .................................................................... 27




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    WHAT IS INTERPRISE SUITE?
    Interprise Suite is an entirely new application written from the ground up to meet the needs of businesses
    in today’s “connected” world. While most “new” business software is actually a re-write of an older legacy
    system Interprise Suite is free from the compromises required to maintain backwards compatibility with an
    older legacy application.

    Compared to existing systems on the market today Interprise Suite is a significant leap forward in terms of
    connectivity, features, scalability, flexibility and price. The more you learn about Interprise Suite the more
    you will come to learn that nothing else compares.




    RUNS OVER THE LAN AND INTERNET

    Generally speaking business applications today come in two types: desktop applications designed to run
    over the LAN, and “on demand” browser based applications designed to run over the Internet. The
    problem is neither of these solutions really meets the needs of today’s “connected” business.

    Interprise Suite bridges this gap giving businesses the connectivity they want, without sacrificing the
    performance and rich user interface they have come to expect from a desktop application. Whether a user
    is connecting to Interprise Suite via the LAN or Internet Interprise Suite’s state-of-the-art “Smart Client”
    technology will automatically optimize itself based on the connection method.



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    For companies that do not need connectivity, Interprise Suite can be installed on a local area network just
    like any other Client/Server application.


    FULLY INTEGRATED SOLUTION

    In addition to offering state of the art technology Interprise Suite is the most feature rich application of its
    kind. Developed around an intuitive, easy to use interface, most users are able to start working in
    Interprise Suite in a matter of minutes. It has been developed by a team of highly experienced business
    software developers with 16 years in-depth knowledge of the lower to mid market place and user
    requirements.

    As a fully integrated solution Interprise Suite is able to handle business processes from beginning to end
    and from country to country. Unlike separate systems requiring costly integration, which can break with
    each new upgrade, Interprise Suite is a fully integrated solution for the lowest cost of ownership of any
    product in its class.

    VERY AFFORDABLE
    Interprise Suite is the most affordable application of its kind. Interprise Suite is available as both a
    licensed application that can be installed at any location you choose or as a hosted solution that can be
    subscribed to for a low monthly fee.

    CUSTOMISABLE
    An amendable system will allow you to get nearer and nearer to 100% satisfaction and business fit for any
    specific requirements you may have. This makes you more and more productive. The system is also
    economically amendable which means your developer can charge a realistic cost for amendments.
    Interprise has Plug-in Architecture, which means amendments can be made to the system and reapplied
    easily when upgrades or updates take place. This means you do not get stuck on the version you have
    which is a common problem with other systems.

    COMPANY PROFILE
    Interprise Solutions LLP is the UK distributor for Interprise Suite. Interprise
    Software Systems International Inc is the author of Interprise Suite, founded in
    Makati City, Philippines in February 2004 by a group of enterprise software
    developers. The founders felt the market was ready for affordable software that
    not only combines the features of ERP/CRM/Accounting applications but also
    takes advantage of the new “Smart Client” technology, which allows a normal
    desktop application to run over the Internet like a browser application. The
    resulting product, Interprise Suite, is nothing less than a revolution in software
    that will forever change the Small to Midsized Enterprise (SME) market.

    Starting in late 2004, Interprise Suite became available for public beta testing and
    quickly grew to over 2,000 companies worldwide participating in the beta
    program. Interprise Suite was quickly praised by its beta test partners for its easy
    to use interface and its “web services” approach allowing the application to run
    over both local area networks or through the Internet.

    With a presence in Asia, Australia, North America and the United Kingdom,
    Interprise Solutions is in a unique position to take advantage of today’s global
    business realities. Through a combination of affordable pricing, state-of-the-art
    technology and excellent support services, Interprise Solutions is poised to gain
    considerable market share in the years to come. The global architecture of
    Interprise Suite makes it easily adaptable to different countries and we are
    looking forward to developing partnerships with established companies to
    broaden our reach into additional international markets in the year ahead.


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    Integration Issues
    Interprise Suite is a truly integrated
    system.

    A truly integrated system is one that
    looks and feels the same and
    follows the same business logic
    rather than some cobbled together
    system like an apple grafted to a
    cabbage. Only having to learn one
    product and have one database of
    information      greatly   increases
    productivity. It also saves on cost
    and greatly simplifies running such
    an application.

    Systems that are disparate require synchronisation, which is a continuous nightmare for the user and
    supporting companies. Having different Procedures and Rules about what does what in different systems
    can be a serious issue. Take for example something simple like editing or deleting a customer record
    when you have a separate accounting package and CRM product – what decides what updates or
    restricts which system and this gives you an idea of the many issues, even simple ones, which have to be
    addressed.

    A common scenario is one of a system getting an upgrade to one of the products and the integration then
    not working. When using an API rather than file transfer this is even more prone to the problem and more
    complex to fix.

    Support is a major issue when you have disparate systems and the finger wagging that can occur
    between the different software vendors or supporting resellers when a problem occurs. The problems are
    always complex and an understanding of, or skill sets with, both products is required usually to resolve it.
    The customer n the middle has a lot of hassle and unproductive time for their staff while it is sorted out.
    This can cause serious loss of productivity.

    The lack of integration by vendors supplying both ERP and CRM systems shows how difficult it is to
    integrate disparate systems even when they have full control over them, so products from different
    suppliers will be even worse. After so many years with these products if they could integrate them
    properly they would have done it by now.

    Maintenance and support costs are usually a lot more than with an integrated system, due to the
    additional complexities, skill sets and multiple companies involved.

    The rudimentary integration that results from tying together separate ERP and CRM systems provides at
    best a snap shot in time rather than a real time view into the business performance which is essential to
    staying competitive and effectively managing and growing a business. The integration of multiple systems,
    which are in reality just patched together typically fall short of a vendor’s promise as well as being more
    expensive.

    Integration is something that is brushed under the carpet at sale time and typically wrapped up with a
    loose spec and so many implementation days that never seem to deliver the end result the customer first
    envisaged. The final result is a dissatisfied customer who hasn’t had value for money and would certainly
    not be a positive promoter of the brand involved or the reseller. This is the one area that will give a user
    much better productivity and it seems incredible it’s been ignored for so long.




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    Examples of features an integrated system should have are as follows. If a product doesn’t have this sort
    of functionality out of the box then it’s very likely it will never do it in an acceptable way, if at all.

           One Look and Feel, One Business Logic and One Database.


           Ability to run over a LAN, over the Web, as a Hosted solution – and support mobile staff.


           Integrated eCommerce.


           Integrated Document Management.


           Fully integrated CRM and Business Intelligence.


           Incoming and Outgoing emails and faxes are automatically attached to customer or supplier (and
           to individual contacts) activity records – so they can be seen together with all notes and
           attachments.


           Target lists that can be created quickly and easily, based not just on fields in the database but also
           custom fields created by you and most importantly the sales history. Let’s take the example that
           you have some slow moving stock or are offered some stock at a good price from a supplier. You
           need to be able to quickly and easily see which customers have ever bought these items, or items
           within this product group, as targeting these customers has the best chance of success in moving
           the stock. Can these target lists also be used in a marketing campaign so you can create call lists,
           faxes, emails or letters based on same?


           Identifying cross-sell and up-sell opportunities when quoting or processing a customer order – ie
           customers that buy this item also buy these items – prompting staff to ask relevant questions when
           talking to them or doing a quote or order. Also the ability to add the items easily to an order as you
           are doing it.


           Buying history patterns so you can identify if a customer is not buying anymore or has gone
           elsewhere. Again this prompts staff to ask the relevant questions to make sure you are not losing
           the business, or if you are find out why.


           Create quotes linked to opportunities that are based on customer special pricing set-up in the
           customer record or stock system, and also convert a quote to an order easily. Some systems do
           quotes and link to opportunities, but then don’t allow conversion to an order or use the stock items
           and special pricing in the ERP system. Some systems do the other, which is quote using special
           pricing and convert to order, but the quote is within the ERP system and so cannot be linked to an
           opportunity and used in opportunity management or sales force automation in CRM.
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         Conversion of a lead or prospect to a customer and/or opportunity.


         Ability to change round fields on all the input forms, remove fields not required, add custom fields –
         which are then immediately searchable and visible to the Report Writer – and change field
         descriptions.


         Activities such as calls, callbacks, meetings, cases, opportunities, credit control information,
         transaction history, outstanding orders etc are all linked to a customer record. Can you get a
         contact and customer centred view of all things that have occurred or are happening with them in
         one place?


         Stock Control can handle Kits – made up of various stock lines. This is an easy way to sell
         something that is made up of various items that are also sold separately (maybe as spares), but
         each item can be flagged as Required, Optional, or Multi-select. A good example would be a PC,
         where the processor would be Required, a printer would be Optional, and things like RAM and
         Hard Drives would be Multi-select (where the customer would then have a choice on the amount of
         RAM or the Hard Drive size). The sales value is made up from the selections made, and the
         individual stock records updated.


         Consolidate multiple Sales Orders to one Invoice.


         Ability to hold Sales Orders for credit authorisation if Customer account is over limit.


         Bank Reconciliation with the ability to add charges and interest.


         Flexible Report Writer, allowing you full control to design specific Reports from all the standards.


         Setup Journal Templates to split costs – eg rates, telephone – across Nominal Codes,
         Departments, Cost Centres by percentage or value.


         Multi Currency Revaluation.


         Unlimited units of measure on Stock Items – purchase, stock, and sell items in metres and yards
         and feet, or kilos and pounds and each etc.


         Multiple pricelists (in different currencies if required) which can be attached to groups of customers
         or individual customers (also set up Customer specific pricing for individual Stock Items) – with the
         addition of discounts by Stock Item/Product Group, with Quantity Breaks and Promotional pricing.

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         User definable Accounting Periods – weeks, calendar months, 13 periods, 4-4-5 etc.


         User definable Nominal Code Segments (up to 5 segments for department, cost centre etc).


         Setup Wizards for Company, Customer, Supplier, Stock etc, with user definable templates for
         defaults to make data creation/input really simple.


         Credit Control Management – note Promised Payments (and diary callbacks), mark items in
         dispute with notes. Send copy Invoices, and Debtor Letters by Lowest Cost Routing. Predicted
         Cashflow based on average days each customer takes to pay outstanding debts.


         Order Entry prompts for Accessories and Substitutes.


         Stock Control can handle Matrix items. A good example would be shirts – set up a stock item for a
         style of shirt then set up attributes such as size, colour, sleeve length, collar style etc. The system
         then automatically sets up the matrix – just enter the relevant quantities against each of the matrix
         records in Order Entry.


         Tailor menus and even input screens to different groups of staff, or even individual staff. Change
         the order that fields are presented in, drop off fields that you won’t use, add new custom fields of
         your own.


         Lowest Cost Routing for document distribution (invoices, statements, remittances etc) – so that the
         system emails the document if an email address is present, otherwise it faxes the document, and if
         neither email address nor fax number are present it then prints the document for posting.


         Drop Shipping option – where you can set up items that you don’t carry in stock, and are delivered
         directly to your customer from the supplier (with the system auto-generating the Purchase Order).


         Ability to create a Debit Note during Purchase Invoice Entry – with the Stock record updated if this
         affects the cost price.


         Auto generation of suggested Purchase Orders – you can then check and amend as necessary
         before committing.


         Full document and transaction line drilldown.


         Extensive import and export routines.

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    Wide Area Networking & Why Smart Client?
    Most companies today need a mobile solution. They have remote branches and mobile workers, including
    directors, managers, support and sales people. A product that allows them all to have full functionality and
    the same user interface wherever they are provides much better productivity. All systems in the market
    place today are a compromise in some area to get this functionality – until now.

    Interprise Suite is the first of a new
    breed of software applications
    called “Smart Client”, or “SOA”
    (service-oriented       architecture),
    applications, which bring together
    the best aspects of a traditional
    desktop application – with its rich
    user interface, amendability, easy
    printing – and a browser based
    application, with its advanced
    Internet connectivity. This allows
    Interprise Suite to provide the best
    of both worlds allowing users to
    use the software whether in the
    office, at home or on the move.

    On May 17th 2005, the Yankee
    Group released a study at the
    current state of the SME Account-
    ing Market, and based on its
    research “…urges vendors to
    consider redesigning products to
    embrace       a      service-oriented
    architecture [Smart Client] and
    give customers a choice of on-de-
    mand or on-premise delivery
    models…” In that report they
    continued, “the vendor overcoming
    these obstacles [the need for
    applications     suited     for   the
    demands of anytime, anywhere
    access for the mobile workforce]
    will be well positioned to seize future growth opportunities”.

    We are in the fortunate position to have a product that addresses this right here, right now. What is your
    existing software vendor doing about this? It’s not functionality than can be added later as it cuts straight
    to the heart of the application design.

    There are products in the marketplace that allow wide area networking (remote access) functionality, but
    there is always some downside to the implementation – usually this means additional cost, complexity,
    and the user interface does not give the exact same functionality of the LAN version, like limitations when
    printing.

    Examples of Desktop Applications are Sage Line 50, Line 100, MMS, Line 500, Microsoft Great Plains,
    Navision, Icode, Pegasus Opera, Access Dimensions, Exchequer, Quickbooks, SAP Business One etc.
    They are typical heavy footprint applications but they have good user interfaces, are easier to amend and
    are responsive. However making these work remotely or over a wide area network requires Terminal
    Services, or Citrix as you add more users. There is a cost and complexity in using these products
    remotely as well as limitations, like printing when using them.
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    Some of the above have a web client, which in reality is the worst of all worlds as it is effectively two
    different applications to manage, host, amend, implement, learn and support. A lot of the time the
    functionality is different as well, due to the nature of the interfaces. A customer in reality would be better
    off with Citrix, so at least all staff are using the same application. The web client suffers from the same
    issues that other web-based applications have. Bandwidth is usually a real issue in these types of
    applications as the system is usually hosted on the customer site. Ask for reference sites and watch the
    prospective supplier blush!

    Examples of web-based applications are Netsuite, Sage MME CRM and salesforce.com. The best points
    about the web browser are its ease to deploy and update, and it has a broad reach. However web-based
    applications do hurt usability as data entry is not as easy as a desktop application, it must have an
    Internet connection, speed is dependent on the bandwidth available, printing usually means printing to
    .pdf first and amendability is limited – also a hosted only option is a typical restriction to a customer who
    has a reasonable number of staff but cannot have a LAN option.

    Given the choice, what you would ideally have is a Local Area Network (LAN) solution, which also allows
    connectivity to remote branches and mobile staff with the same user interface, functionality and ease of
    deployment. Interprise Suite allows the LAN users to run over the LAN and the remote users over the
    Internet – as such providing the best of both worlds.

       "Certainly, smart-client environments are the
       absolute future"
       Bank Technology News

       Gartner estimates that by 2010, 80% of
       midrange businesses will be deploying SOA
       [smart client applications] to enable them to
       benefit from compelling business advantages
       including: improved business agility, reduced
       software development costs, more efficient,
       streamlined business processes and simpler
       application integration.

       "Smart Client Applications: The Best of both
       worlds - The Desktop and The Web"
       Jupiter Research

       "Through smart clients, organisations can take
       advantage of a powerful combination: the
       traditional productivity of business applications
       and new web based technology that can
       help companies customize and
       streamline information access to
       create more connected, responsive
       and agile businesses"
       Microsoft

       Giga information group predict a
       significant increase in Smart Client
       use within 3 years, replacing
       traditional fat clients and thin clients.




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    Feature Functionality
    The feature-set in Interprise Suite has been developed by individuals who have worked in the SME
    market place for more than 16 years. This proven knowledge of the market place and user requirements
    means that Interprise Suite should do what 80% of users want out of the box.

    Interprise Suite also has more than 2000 beta members spread all over the world, growing by about 10
    per day, mainly by word of mouth, who have been providing feedback on the application features. These
    are resellers and end users of nearly all products. There are a lot of people saying the same things, which
    reinforces our views.

    We recognise we needed a Version 10 type product on day one to compete with current market offerings.
    We have the kind of functionality rarely found in applications that have been around for 5+ years. We
    wanted the first experience of Interprise Suite to be a really positive one for users and resellers alike. No
    smoke and mirrors, or a promise of features and functionality to come, but real delivery of these things.

    We also wanted the features to be useful and usable. There are many examples of features in other
    applications that tick a box when reviewing features but do not work effectively, or are unusable in real
    life. Features were thoroughly examined and a plain piece of paper approach was taken, together with a
    review of other major products, to ensure we have the best practise. We also set about solving age-old
    problems in other systems, which took more time but dramatically increases efficiency.

    We have included features that will help a user be more productive and efficient but also prompt a user to
    make more money. We feel that we will give the users a compelling argument to want to change system
    and commit the necessary effort in order to achieve a significant gain in functionality.


                                          Skin Options      Browser Controls    Help Options    Browser Address
                                          Quick Acces Field




                                                                                                                             Window View Options
                Selected Module Options




                                                                                                                             Dashboard Sliding Window
                Modules




                                                                Dashboard - Calendar    Database Location   System Version




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    Features List – General (Italics = Advanced Version)

     Integrated Business Processes
     One Business Logic
     Hyperlink drill-down on transactions
     Grouping, sorting by columns
     Choose columns to display, and order displayed
     Multiple Skins or Look and Feel
     User Roles, Access Rights, Tailorable Menus
     Advanced search options
     Ability to pick multiple items in search screens at once
     Mouse and Keyboard supported menu options
     Customisable Workflow Menus
     Report Previews
     Report Writer & Wizard
     Business Intelligence
     Alerts and Reminders
     Unlimited Companies
     Multi Currency
     Multi Lingual Language Sets
     Company Set-up Wizard with Import and Manual Entry Options
     Fax Integration out of the box (web service so no modems or
     set-up required)
     Email Integration out of the box
     Lowest Cost Routing for batch document production for
     Email/Fax/Print
     Assigned To Filtering - My/List/Team/All Options
     Integrated Word Processor for Mail merge
     ODBC Links
     Smart Client technology connecting via the Internet or LAN
     Field Level concurrency for Multi User environments
     Non Persistent Connection to the server for greater scalability
     and performance – ie not constant server chat
     Online and Offline capabilities
     Hosted or On-Premises Deployment
     Native XML Application & Support Web Services
     Microsoft SQL Express or Full Blown SQL database options
     Plug-in Amendability
     API & Source Code Available
     N Tier Architecture
     Built on Microsoft .Net technology
     Advanced Data Dictionary for custom fields and tables


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    CRM

     Contact or Entity Centred Views
     360 Degree View of Customer transactions and activities
     Track & Manage Leads
     Track & Manage Prospects
     Convert Leads to Prospects or Customers & Opportunities
     Calendar Views for Meetings, To-do, Calls, Callbacks
     Activities can be marked as private so other users can see
     you as busy but cannot see what you are doing.
     Schedule a Meeting With Multiple People & Multiple
     Resources
     Case Management & Escalation
     Case Dashboard
     Service Level Agreements
     Opportunity Management & User Defined Stages
     Opportunities Linked to a Quote or Multiple Quotes
     Opportunity Values based on Quoted Revenue or Margin
     Opportunity Dashboard
     Auto completion of Opportunity when Quote converted to an
     Order
     Competitor Tracking
     Quotes use Stock & Text Items
     Quotes use Customer Special Pricing
     Quotes convert to Orders
     Target Lists Link to Customers (Default Contact) or All
     Contacts
     Target Lists based on All fields in the database including
     Custom Fields created by users
     Target Lists based on Sales History
     Quick Email, Fax, Call List, Mail Merge Feature
     from Target Lists
     Marketing Campaigns & Management
     Marketing Campaign Waves for Email, Fax, Call List, Mail
     Merge using Target Lists
     Outbound Call Management & User Interface
     Integrated Email Client (all incoming/outgoing emails are
     attached to contact activities automatically).
     Emails can be marked as Private to not appear in activity
     lists
     Email Dashboard
     Email Composer & Designer
     Fully Featured Integrated Word Processor
     Company Documents & Memo Centre
     Business Intelligence Dashboards

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    Customer

     360-Degree View of Customer
     Unlimited contacts split by type
     Customer Contact centred view
     Notes/Emails/Faxes history
     Activity history
     Case, Opportunity and Campaign history
     Document history
     Trading comparisons
     Transaction history with attachment drill-down (like signed
     delivery notes for Invoices)
     Transaction dispute feature
     Outstanding Quotes
     Outstanding Orders/RMAs
     Buying Patterns (compares what they used to buy from you
     with what they do now and alerts you to changes)
     Credit Control management with send copy invoice feature,
     notes and payment promised dates
     Overall Credit Control Management with Debt Analysis
     Predicted Cash Flow (based on average number of days it
     takes each customer to pay applied to outstanding debts)
     Statement & Debtor Letter Production with Lowest cost routing
     of documents
     Interest Invoice Creation Routine on Statement run
     Ship To View of Customer
     Relations to other Entities
     Service Contracts with SLAs
     Sales Rep/Agent Management
     Sales Rep/Agent Commission Calculation Routine
     Sales Rep/Agent Linked Customers/Transactions/Orders
     Option for Custom Form Templates for Each Customer
     Different terms for each order option even if for the same
     customer
     Pick Multiple Items in an Order at once
     Sell Stock and Non Stock items
     Special selling interface for Matrix Items
     Special selling interface for Kit Items
     Order Entry Cross Sell/Up Sell (prompts the user and allows
     them to easily add to the order on the fly)
     Order Entry Accessories and Substitute (prompts the user and
     allows them to easily add to the order on the fly)
     Due Dates on every item line




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     Profit Calculation by item line and overall Order
     Drop Ship option by item line (defaults from item set-up)
     Back Order option per Order (defaults from customer set-up)
     Allow multiple payments to be made against an Order
     Online Credit card authorisation (if subscribe to web service)
     Audit Trail to see who has done what per order
     Stock Qty Information with drill-down on Order Entry – eg you
     can see which orders are coming in with due dates and qty
     Allocation on Order Entry to promise a customer stock
     Options to Change Locations and serial numbers/Batches on
     Order Entry
     Pricing Methods are numerous and simple to implement –
     Retail or Wholesale as defaults combined with Mark-up % on
     Last Cost or Pricing Cost, Product Group Discount Bands, Last
     Price Paid, or Special Price Lists with Multiple Qty Breaks, also
     Customer Special Pricing and Promotional pricing on specific
     Items.
     Copy & Import Price List Options
     Multi Currency Price Lists
     Export Customer Price List with all permutations of setup.
     Status Driven Order Processing so you decide if you want
     separate credit approval, order acknowledgements, pick notes,
     packing notes, delivery notes and invoices.
     Printing in Batches or individually
     Options to Print My Unprinted or All Unprinted or Reprint
     Consolidated Picking Notes Feature to pick in Waves
     Auto Allocation Routine so you can pick by warehouse by
     Delivery Route, Customer Rank, Sales Order number, Item
     Due Dates, Item and then allocate stock to orders.
     Detailed Confirm Pick and Pack Routine allowing re-picking of
     non-found items or changing qty, locations, serial
     number/batches easily
     Consolidation of Orders to one invoice with relevant detail in on
     item lines like source document, customer order numbers etc
     European SSD Analysis/Intrastat
     Return Management RMA
     Return Options like Accept (Replace or Credit) and Decline
     (Scrap or Return)
     Contract Sales Orders when a large order is agreed and
     then shipped over time
     Recurring Sales Orders when customers have repeats at
     regular intervals
     Custom Forms & Notes for Individual Customer Documents
     Business Intelligence, eg delivery performance to
     customers




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    Supplier

     360-Degree View of Supplier
     Unlimited contacts split by type
     Contact centred view
     Notes/Emails/Faxes history
     Activity history
     Document history
     Custom Cost Pricing, Multi Level Breaks & Promotional Pricing
     Trading comparisons
     Transaction history with attachment drill-down
     Transaction dispute feature
     Outstanding Requisitions
     Outstanding Orders/RMAs
     Recent Purchases
     Debt Analysis
     Relationships to other Entities
     Option for Custom Form Templates for each Supplier
     Requisition Management and conversion to Purchase Orders.
     Supplier Purchase Order Processing
     Different terms for each Order for same Supplier
     Pick Multiple Items at once
     Buy Stock and Non Stock items
     Due Dates on every item line
     Audit Trail to see who has done what per order
     Stock Qty information
     Special Pricing for Supplier with Qty Breaks
     Printing in Batches or individually
     Options to Print My Unprinted or All Unprinted or Reprint
     Manage Goods Received by Warehouse by Supplier
     Confirm Put away Location Routine
     Match Purchase Invoices to GRN Goods Received
     Consolidate Deliveries to one Supplier Invoice, keeping relevant
     information on item lines like source document, purchase order
     numbers etc.
     Purchase Invoice Entry Price Query/Qty Query Option to create
     a Debit Note with full details of the price difference or over
     invoiced qty or the ability to accept any differences. Stock is
     updated at the expected price if a debit note is created. This
     allows you to deal with queries easily rather than stacking up
     the paper work.




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     European SSD Analysis/Intrastat
     Return Management RMA – Return Options like Accept
     (Replace or Credit) and Decline (Scrap or Return)
     Payment Control Routines showing overall creditors with Debt
     Analysis
     Remittance Advice Production with Lowest cost routing options
     Purchase Order Reminder Letters so you can send one letter to
     each Supplier to remind them what you have on Purchase
     Order with due dates. They can then fax or email it back with
     any revisions to due dates.
     Quick Update Routine for Due Dates on Purchase Order Items
     Lines
     Contract Purchase Orders when a large Order is agreed and
     then shipped over time
     Recurring Purchase Orders when we have repeats at regular
     intervals
     Drop Ship Purchase Order Routine (from Supplier to Customer)
     Special Order Purchase Order Routine – these are for items
     you don’t want to Stock – either because they cost a lot, or take
     up a lot of room, and you can get them quite quickly so just buy
     to order (identified on the item record)
     Auto Generate Purchase Order Routine – This can work in
     numerous ways, A simple way is to Order what you need to
     fulfil your Sales Orders eg in Stock – on Sales Order + on
     Purchase Order already + In Transit to the warehouse from
     other warehouses = Potential Stock. If this is negative then we
     need to Order to fulfil our Sales Orders. Another option is using
     what we call Sales Trends which adds to the previous
     calculation Average Sales x Lead Time as this gives us the qty
     of Stock we need to Order so we do not run out before we have
     to Order again. This produces a list of items to Order and you
     can click on the hyperlinked qty to see how it was arrived at.
     Also the ability to have main Supplier or last lowest cost
     Supplier as the recommended Supplier with relevant lead-time.
     Requirements Planning – this uses due dates on Sales Order
     item lines to help plan when we should be ordering Stock. This
     is suited for users who are taking orders for delivery over time.
     So for each item we can see a daily or weekly planning horizon
     and a running total on Stock. When this drops below the min
     level or Average Sales x lead time then the system will
     recommend we Purchase Order some now with a due date
     needed to stop us going below this level. We can then amend
     this qty and commit to order the plan when we have finished
     looking at all our items.
     Custom Forms & Notes for Individual Customer Documents
     Business Intelligence for example delivery performance from
     our Suppliers




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    Stock / Inventory

     Item Centred View showing Sales Orders, Purchase Orders,
     transaction history with drill-downs, stock qty information by
     Warehouse etc
     Unlimited Warehouses
     Unlimited Bins
     Warehouse Centred View on Items
     Stock & None Stock Item Types
     Matrix Items with easy generation of the combinations that can
     occur. For example T Shirts Style, Size and Colour, you decide
     what combinations there are and it generates them and then
     you pick which you want to be stock items.
     Assembly/BOM Item Types
     Kit Item Types with Kit options, pictures and questions for Order
     Entry configuration. These can be priced individually or overall
     on the Sales Order easily.
     Active/Not Active Flag so Item will or will not appear in the
     search lists
     Costing Methods are Standard, Average,
     FIFO, Landed and Actual
     Option to Store Items in Specific Bin Locations
     Preferred Put away Location for each item
     Preferred Pick Location for each item
     Replenish Pick Locations Routine
     Serial Number Traceability
     Batch/Lot Traceability
     Unlimited Units of Measure
     Stock Take Routine by Warehouse
                  o By Location
                  o By Item
                  o By Stock Cycle Days
     Accessories & Substitutes
     Stock Adjustments
     Internal Movements
     Stock Transfers between Bins
     Stock Transfers between Warehouses
     Stock Transfer between Warehouse Routine Pick & Goods in
     Routine
     Replenish Other Warehouses Stock Routine from main
     warehouse
     Stock Assembly/Works Order Build Routine
     Price List Options by Supplier with Priority
     Price List Options by Currency by Customer


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     Option for Different Suppliers for Different Warehouses
     Promotional Pricing
     Qty Break Pricing on Price Lists
     Retail Price & Wholesale Price
     Product Group Discount Bands
     Mark-up Pricing on Last Cost or a Pricing Cost
     Supplier Last Price & Customer Last Price
     ECommerce integration
     Customer Part Codes & Descriptions
     Supplier Part Codes & Descriptions
     Business Intelligence for example slow moving Stock

    Banking

     Unlimited Bank Accounts with Multi Currency
     Overdraft Facility information
     Bank Reconciliation with option to add charges and interest at
     the same time
     Transfer Money between Accounts
     Separate Deposit Cheques and Cash routine for those users
     that do not immediately bank the money. This makes the bank
     reconciliation easier as it shows one transaction for one paying
     in slip rather than all the items that were banked. This routine
     is especially good for reconciling credit card transactions as the
     amount banked always has some charges deducted.
     Bank Payments/Receipts
     Recurring Bank Payments/Receipts
     Business Intelligence, eg balances




    Report Writer

     User Wizard for easy Report generation
     Already Linked Tables
     Options based on type of field when using criteria
     Search works in same way for consistency
     Design Mode for those users who want full control over the
     Report

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    Accounting / Nominal

     User Definable Nominal Code Segments
     Easy Generation of Codes and Segment
     Journals Taxable or Non Taxable
     Journal Templates by Percentage or Value
     Prepayments Routine
     Accruals Routine
     Customer & Supplier Contras
     Bad Debt Provision Routine
     Write off Routine – used for example before a statement run so
     you can choose not to send statements for values below 10p.
     Multi Currency Revaluation Routine – This routine will revalue
     Customers, Suppliers and Bank Accounts.
     Batch Posting Routine & Log – so you can keep transactions
     out of the Nominal for the next period. The Log allows you to
     reprint the postings at any time.
     Chart of Accounts View – giving the ability to drill into the
     values based on your financial layouts and advanced Grouping
     Options view with the Segments.
     Budgets to compare with Actuals
     Recurring Journal Routine
     Month End Wizard prompts to take Reports and post items.
     Month End Log so can reprint the Reports as saved in .pdf
     Period Based Accounting with user definable periods. Ability to
     easily change Period setup. Extend or reduce the number of
     Periods in a year ahead of current Period. As many Periods in
     a year as required.
     Audit Trail Enquiry
     Prior Year Adjustments so you can post into the last closed
     fiscal year.
     Cost of Goods Sold Options Default Accounts
               o   By Customer
               o   By Item
               o   By Product Group
               o   By Item & Customer Segment
               o   By Product Group & Customer Segment
     Multi Company Consolidation
     EEC Sales List
     Intrastat SSD Analysis Routine
     VAT Return
     Commitment Accounting – Budget holders who have
     Budgets to spend, Actual & Committed (On PO), left to
     spend
     Business Intelligence, eg Profit comparisons

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    System Management

     New Company setup Wizard with Import Routines
     Defaults are created depending on country
     Default Logo used across all documentation
     Unlimited payment methods, settlement discount and interest
     Unlimited shipping methods based on order values, weight values
     or default flat rate.
     Teams, User Roles/User Menus, Access Rights
     Field Level Security
     Data Dictionary Custom Fields & Labels
     Help Management
     Transaction Broker – Automatic Fixed Import Routine
     Business Reminders & Alerts
     Business Intelligence, eg Database Size and Volumes




    Fixed Assets (Additional Charge)

     Asset View of all related information like who’s
     responsible for it, location, maintenance company etc.
     Depreciation Methods
     Depreciation Posting Wizard
     Registers by type of Asset like Cars, Property,
     Office Equipment, Machinery
     Business Intelligence, eg Assets due for a service




    Trade Counter (Additional Charge with Standard)

     Take Order at the Counter
     Differentiate between take now and to be delivered items
     Take Payment for full amount
     Multiple payment options on the one Order
     Account and Non Account customers
     Freeze Orders while Picking
     Payment Summaries to reconcile Cash
     Business Intelligence, eg to remind Customers of Special Promotions




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    Project Costing (Additional Charge)

     Customer View showing their Projects
     Project View with Committed Costs from Purchase Orders and Actual
     Costs against Budgets with Variances. Sales Invoices/Revenue and
     Profit
     Miscellaneous Costs
     Journals
     Time Sheet Entry or Import Options
     Log time Used from CRM Activities
     Allocate /Reserve Stock for a Project
     Issue Stock to a Job
     Stock Used information
     Resources Allocation & Used
     Sales Orders linked to a Job
     Billing Run Routine based on Costs
     Business Intelligence, eg Projects over Budget



    ECommerce B2C B2B (Additional Charge)

     Fully Integrated with AspDotNetStorefront
     Used by over 5000 companies
     No Synchronisation
     News / Topics
     Content Management of Site
     Credit Card Payments
     Business 2 Business - View Account Information
     Business 2 Consumer
     Coupons


    Future Modules

     HR, Time & Attendance
     Service Management
     Commitment Accounting
     POS
     Works Order Processing
     Customer Portal
     PDA Integration for Picking, Stocktake, Mobile Support and CRM Calendar
    We are also working with 3rd Party developers to develop other specific
    vertical market solutions.

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    Amendability & Development
    The ability to easily (and cost-effectively) amend a product is the real difference longer term between a
    happy user or not. It allows the user as they change their requirements to keep on using the system and
    get nearer and nearer to 100% satisfaction with the product. A little change here and there makes each
    company that uses it more productive and happy about using it.

    It also has to be economically amendable so a dealer or developer can make money from any
    amendments but also the end user gets value for money. The development framework in Interprise Suite
    allows a developer to create small amendments or large vertical market applications easily and quickly.
    We share the objects which really speeds up the development process. Its industry standard and best
    practise so no having to have or acquire multiple skill sets, which make developers less productive.




    One of the biggest problems a developer has when customizing the source code of an existing application
    is how to incorporate the updates and upgrades of the original application into the customized application.
    Developers have had to either completely “break” from the original application leaving them responsible
    for bug fixes, new features and technology changes, or to spend hundreds of hours “reprogramming” their
    customizations into the latest versions of the original application “again and again”.

    To overcome the problems associated with customizing the source code, Interprise Suite was designed
    with an extendable architecture that allows you to easily separate custom code from the main application
    code via .NET user controls that have been designed to “plug-in” to the Interprise Suite forms. In
    Interprise Suite every form is comprised of a base form that contains multiple .NET user controls (plug-
    ins) for the presentation of the user interface. By replacing one or more of the existing plug-ins with your
    own custom plug-in(s) you can change the functionality associated with that part of the form. As new
    updates and upgrades are available, you simply re-apply your custom plug-ins and your customizations
    are back in place.

    This approach greatly simplifies a developer’s ability to keep their customized application up to date while
    providing the customizations that their company/clients need. In addition to the extendable architecture
    Interprise Suite also contains a number of pre-written code objects that greatly simplify common tasks
    such as searching for data, reading data, saving data etc. By using these prewritten objects as much as
    possible you are able to take advantage to the enhancements of these objects as the .NET platform
    evolves allowing your customized application to move to 64-bit windows and Microsoft Longhorn much
    easier.


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    Hosted/Subscribed or On Premises/Licensed
    The advantages of a hosted/subscribed solution are a user does not need to perform backups, have a
    server and associated licenses or support costs. They do however need an Internet connection. The more
    users you have at one site the better the bandwidth will need to be. Another advantage of hosted is that
    the cost is off balance sheet from a financial perspective but leasing a licensed product has the same
    result.

    In reality most companies usually have a larger number of users at the head office than are at branches or
    are mobile. Depending on the numbers the more users you have at the main site should mean that you
    host your own solution, ie have a local server, as bandwidth will affect performance and (if the hosting
    service is down) no internet connection will mean the bulk of the workforce doing nothing. An ideal
    situation is to have LAN access at the main site and allow remote users access via the Internet with no
    loss of functionality or compromise. A hosted solution will need bandwidth all the time to run.

    If you like the idea of hosting you could, as an option, use any hosting company to host your server so
    they take care of the server and backups but you buy the Interprise Suite license. This means that you are
    only paying for the server monthly which reduces your costs over time. You can move to another hosting
    company easily as you are not dependent on them for the accounting application as well as the hosting.
    The Interprise application and data can be moved to any other hosting company if they change prices or
    are not reliable. A major negative point raised by users of companies that provide both the hosting and the
    CRM/Accounting application is the ongoing costs get expensive (it’s like buying it every year!), they can
    and do up the price on you and drag their feet at renewal time, and they try to hold you over a barrel as
    they have your data. With Interprise Suite you can have all the advantages of a hosted solution but none
    of the issues of being held over a barrel.

    With Interprise Suite users will run a normal windows
    application that connects to their data via web
    services. Since the code is in the application and does
    not have to be downloaded with each new web page,
    Interprise Suite can run much faster than a browser-
    based solution. Additionally data compression has
    been built into the Interprise Suite web services
    compressing data to a fraction of its original size
    before sending it over the Internet, further enhancing
    performance. We feel that this and many other factors
    will allow our product to compete favourably in the
    subscribed hosted application market. Other offerings
    are mainly browser based which affects usability or
    data entry. I.e. try entering 50 orders in a browser based application and compare the experience to a
    normal desktop application.

    Interprise will also have offline capabilities as a Smart Client product to allow for the times when no
    Internet connection is available. The functionality offline can be decided on a user basis. There is always
    the occasion when you want to work on a plane, enter an order, look up a users account etc, with no
    Internet connection.



    Technology
    The main technology points are N Tier Architecture, Field Level Concurrency (so the least locking
    possible), Non Persistent Connection (which means more scalability and better performance) and SQL
    Express (which due to non persistent connection could support up to 15 users) or full-blown SQL
    (unlimited users) database options.


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    Technology - XML Web Services

    Web services provide a common language (XML and
    SOAP) and medium (Internet), which allow different
    applications to communicate with each other. As web
    services become more commonplace, the ability to use
    and interact with outside web services directly within an
    application will become more and more essential.
    Interprise Suite was designed from the ground up with web
    services in mind. Able to receive, process, and transmit
    data to outside web services via the Internet, Interprise
    Suite is a native XML application that complies with the
    web services standards as defined by the W3C.

    Because of Interprise Suite’s “XML Centric” Architecture
    integrating outside web services directly to the Interprise
    Suite forms and business logic couldn’t be easier. In
    addition to being about to use outside web services, a
    number of “internal” web services have been created for
    Interprise Suite allowing the entire application to operate
    over the internet via web services.

    With 97% of businesses expected to be using web
    services by 2010, Interprise Suite protects the investment
    of its customers.


    Technology – Advanced Data Handling




    Interprise Suite uses the advanced “disconnected data” process whereas data connections are
    immediately disconnected once the data has been retrieved. Compared to a “persistent connected”
    application the disconnected data approach dramatically improves the scalability and performance of
    client/server and N Tier systems. A disconnected data approach means that a server with many active
    remote clients does not have to allocate valuable resources to keep track of the persistent connected
    clients allowing the server to process more transactions faster. Because it is far more difficult to write
    applications for disconnected data only the most expensive Enterprise Class software utilized it – until
    now.

            Benefits of Disconnected Data –
             Enhances the versatility of client/server and N Tier architectures
             Can handle a multitude of concurrent transactions with less impact on the system
             Enables greater scalability
             Provides better speed and efficiency by reducing network traffic
             Conserves valuable system resources
             Provides maximum security for the databases

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    Technology – Advanced Data Concurrency

    The ability for more than one user to interact with one data record at the same time is called
    “concurrency”. Typically concurrency is handled on a per record basis with one user overwriting another
    user’s change. Interprise Suite uses a more advanced method of concurrency called “field level
    concurrency”.

    Interprise Suite can detect changes in data made by another user after a record was opened. If there are
    changes, it begins comparing the data “field-by- field”. If the system finds that the concurrent users have
    not edited the same fields (e.g. – user 1 edited the address while user 2 edited the phone number) then
    the data is automatically saved preserving both users changes. If concurrent users edit the same fields
    (both user 1 and user 2 edited the address) the system alerts the last person attempting to change the
    data. The user is then presented with a number of choices of how to handle their changes.


    Technology – N Tier Architecture

    Nothing is more constant in business
    than change. As a company grows and
    expands it may become necessary to
    shift or scale up the technology.

    Interprise Suite was built on “N Tier”
    architecture: where “N” is the number of
    the distinct tiers (layers) the application
    is broken into. By breaking up the
    architecture into tiers each tier can be
    separated onto different computer
    systems distributing the processing load
    and increasing the scalability of the
    application.

    The Interprise Suite architecture is
    composed of four main tiers each
    having specific functions.

    Tier One – The Presentation Layer;
    provides the graphical user interface
    (GUI) for the end user into the
    application.

    Tier Two – The Business Layer; processes the information between the Data Access Layer and
    Presentation Layer.

    Tier Three – The Data Access Layer; is used to retrieve and pass data to and from the application.

    Tier Four – The Data Source; is used to store and retrieve information.

    In simple terms it will scale from one user to thousands should you grow that big. It can be run on one
    server or many sharing the demand for resources.




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    Database

    The user has the choice of using SQL Express, which is free, or full-blown SQL. SQL Express should do
    for user counts of up to 5 users and below with average dataset sizes and volume data access. This will
    vary depending on the user. Because of the disconnected data and field level concurrency approach it
    should scale much higher than other applications with Express.

    Support

    We believe in local support from resellers with whom you can build a local relationship, and would
    recommend that you take up a support agreement with your reseller to provide telephone support and site
    visits.

    All Interprise Suite Solution Providers have to go through an accreditation process. We expect our
    solution providers to maintain a support to customer ratio and use a proper call logging system. This
    ensures that you will receive the best possible support.

    The program has a toolbar button in the program called “Live Support” and we will be encouraging dealers
    to implement this support model. The advantage of this is that it gives you the user a call log number with
    a date and time there and then without making a telephone call. It will also show you all your outstanding
    support calls with an expected call back time. It means you do not have to wait in a call queue, the reseller
    will call you so there is no cost for a phone call and you will get support from a support person with
    expertise in the area that you are having a problem with. This will also enable you to view your log of
    support issues and resolutions with resolution times in the program. Or you can call the reseller by phone
    direct and the call will still be logged and can be viewed in the same interface as though it was logged in
    the program.




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                            Laxmi Technology Consultants

                                        135 West Park Road
                                             Bradford
                                             BD7 3HG

                                        t: 01274 524005
                                   e: sales@laxmitech.com
                                 w: http://www.laxmitech.com




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       All information contained in this brochure is accurate as far as we are aware. All information is subject
                        to change without notice. Nothing contained forms part of any contract.
http://www.laxmitech.com

				
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