Fourth Shift User Conference 2009 Fourth Shift Companion Products.

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Presentation transcript:

Fourth Shift User Conference 2009 Fourth Shift Companion Products

Multifaceted Organization providing Consulting Business Processes Applications: ERP – Lean IT Roadmap Custom Applications Information Technology Utilizing a holistic approach for our customers’ challenges.

Senior Level Business Consultants Each with 10+ years of experience. Diverse backgrounds, such as Supply Chain Management Manufacturing IT Product Development Engineering Finance Quality Infinity understands the impact people, capital, information and equipment resources have to overall success.

Business Process Reviews ERP Selection Workflow Optimization Material Flow Analysis Lean Manufacturing Kanban Systems

Infinity tailors technology into a Business Advantage! Infinity clients are able to supplement their team or outsource entire IT projects. Our complete IT Team is capable of creating & executing your plan.

Fourth Shift Authorized Partner Highly skilled in all aspects of Fourth Shift Companion Products Custom Applications Upgrades and Fourth Shift Evolutions

Fourth Shift Companion Products Largest team of Fourth Shift Consultants - anywhere! Upgrade Assistance and Support On-site, Remote and Hosted Training Options VisiBar / VisiWatch EDI Process Design Integration Report Writing Custom Applications

Extend your Fourth Shift Environment! Complete Fourth Shift tools that can used as is or can become a platform for tailored business solutions. The benefits of a custom programming engagement with “off-the-shelf” pricing.

Completely Integrated with Fourth Shift in Real Time Independent Modules designed To Complement Each Other Effective “Out of the Box” as well as an Excellent Platform for a Customized Solution User Focused Design Fast & Efficient Near Zero Learning Curve True ROI Increases the Value of your Fourth Shift Environment for 7.3 SQL, 7.4 SQL & 7.5

Increased Efficiency for Standard Order Entry (COMT) Expanded Functionality Enhanced Ease of Use Highly Searchable Powerful Quoting and Order Entry Time Saver Quote Revisions Mass Updates Security Options

Highly Searchable Intuitive Tab Based Design Shifting Between Tabs Does not Lose Your Place Robust Search Capabilities Search Any Field Filter Results Use as Much or as Little Information Available User Defined Custom Fields Intuitive Tab Based Design Shifting Between Tabs Does not Lose Your Place Robust Search Capabilities Search Any Field Filter Results Use as Much or as Little Information Available User Defined Custom Fields Powerful QuotingTime Saver

Powerful Quoting Highly Searchable Powerful Unified Quoting and Order Entry Platform Bring Your Quotes Into Your Fourth Shift Environment Promote a Quote to an Order Copy Quotes to Orders Copy Quotes to Quotes Copy Orders to Orders Copy Lines Items Edit Any or All aspects Complete COMT Front-End with CRM-like Features Page 12 Time Saver

Powerful Quoting Highly Searchable Page 13 Information You Need Only A Click Away Integrates Credit Card for FS via NCS Internally Links Related Quotes & Orders Highly Robust Notes Lowers Support Costs

Security UpdateMass Update Quote Revisions Page 14 Managing changes to quotes is a breeze Create a history of customer requests Search for a specific revision through the search screens or with Rev Search button A direct response to customer input

Quickly Maintain Quotes & Fourth Shift Orders Line by Line Promotion Select any or all quote lines. Change any or all of the quantities. Update any or all of the Promised Dates All with a few key strokes Easily Manage Customer Blanket Orders Security UpdateMass Update Quote Revisions Page 15

Security UpdateMass Update Quote Revisions Page 16 Identify your users as Administrator Employee Customer Service Rep Guest Inactive Control what users have access to. FSTI manages all Fourth Shift transactions. Each Q2O transaction stores user ID and time stamp.

Real-Time Information Portal to empower your customers to access their information on Quotes Orders Invoices Shipments Credits RMA’s Enhanced Ease of Use

Open To Your Field TeamReview Shipments Review Quotes and Orders Page 18 Empowered Customers Can Search and Review Quotes & Orders Request a Quote or Place an Order via RFQ Request an RMA Integrated with RMAA Drill Down Into Supporting Information Free Your In-House Team for More Critical Functions Empowered Customers Can Search and Review Quotes & Orders Request a Quote or Place an Order via RFQ Request an RMA Integrated with RMAA Drill Down Into Supporting Information Free Your In-House Team for More Critical Functions Quickly See Pending Shipments

Open To Your Field TeamReview Shipments Review Quotes and Orders Quickly See Pending Shipments Page 19 Empowered Customers Can Search and Review Shipments along with Contents Follow Shipment Tracking when integrated with shipper’s software FedEx UPS etc Empowered Customers Can Search and Review Shipments along with Contents Follow Shipment Tracking when integrated with shipper’s software FedEx UPS etc

Open To Your Field TeamReview Shipments Review Quotes and Orders Quickly See Pending Shipments Page 20 Empowered Customers Can See All Future Shipments Based On Your Actual Shipping Schedule Updated Real-Time Empowered Customers Can See All Future Shipments Based On Your Actual Shipping Schedule Updated Real-Time

Open To Your Field TeamReview Shipments Review Quotes and Orders Quickly See Pending Shipments Page 21 CIC Empowers Your Internal Teams As Well Quick Access to All Customer Information Assist Customers Remotely On The Fly Energize Sales Rapid ROI CIC Empowers Your Internal Teams As Well Quick Access to All Customer Information Assist Customers Remotely On The Fly Energize Sales Rapid ROI

Page 22 Upgrade your Customer Information Center and provide your selected customers the capability to submit a request for quote. Maximize the Impact of Customer Information Center & Quote2Order Upgrade your Customer Information Center and provide your selected customers the capability to submit a request for quote. Maximize the Impact of Customer Information Center & Quote2Order Request for Quote - Sub-Module

Real-Time Information Portal for Managers and Sales Teams to access specific information on Quotes Sales Orders Invoices Shipments Company Metrics Current Forms & Company Documents

Informed Sales Teams are More Effective Managers See Individual Team and Regional Results Sales Members See their Results - Remotely Energize Sales Access Important FormsReview Status Compare Metrics Page 24 Review Orders and Quotes

Access Important Forms Review Status Compare Metrics Review Orders and Quotes Page 25 Compare Product Mixes See the Best Sellers for The Company, Your Sales Team or A Sales Person Utilizes Real-Time Information

Access Important FormsReview Status Compare Metrics Review Orders and Quotes Page 26 Quotes and Orders At Your Fingertips Search Access Review Customer Information for a Sales Person or Your Entire Team in a Single, Easy-To-Access Location

Access Important Forms Review Status Compare Metrics Review Orders and Quotes Page 27 Use SIC for Local and Remote Access to the Most Up-To-Date Forms that are Critical to Your Sales Process Credit Applications Customer Startup ( Insert Your Form Here )

Extend your Fourth Shift Environment! Complete Fourth Shift tools that can also become a platform for tailored business solutions. The benefits of a custom engagement with “off-the-shelf” pricing.