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BAASS Connect 2013 Development Solutions for your Business

The document outlines custom development services aiming to address specific business needs with a structured approach for project execution. It details customization processes, data input methods, ERP and CRM integrations, as well as various add-ons that enhance core application functions. The emphasis is on ensuring data integrity and compliance while providing tailored solutions and services to clients.

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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 Structured approach and proven methodology for success: Initiation Design • Project Scope • Baseline Plan • Solution Design • UAT Preparation Build • Software Development • Internal Testing Monitor • User Acceptance Testing • End-User Training Go-Live • Acceptance and Sign-Off • Release System to Users
Services Offering ERP Input CRM Output HRIS Interfaces BI Add-ons
Development Request Types Input Output Application Business Logic Add-on Interfaces
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 1 Capture Order data in PDF forms Sage 300 ERP 2 Run through PDF processor Orders created 3 in ERP system
Input: Acquisitions Transition  Define business rules  Map the source & target data  Create custom package to transform data  Test, Use & Re-use package for all future migrations  Meet all of the data audit compliance requirements  An approach with minimum time and effort for migrating newly acquired entities
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  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 Source Staging Audit reports Target
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
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
Add-on: Advanced ERP Query Tool 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
Add-on: Advanced ERP Query Tool
Add-on: Google Maps View 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
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
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