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Softechnologies Mobile Applications Field Mobility Suite – FieldOrder™ Empowering your mobile workers. Vance Blakely President & CEO (509) 327-4624

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Presentation on theme: "Softechnologies Mobile Applications Field Mobility Suite – FieldOrder™ Empowering your mobile workers. Vance Blakely President & CEO (509) 327-4624"— Presentation transcript:

1 Softechnologies Mobile Applications Field Mobility Suite – FieldOrder™ Empowering your mobile workers. Vance Blakely President & CEO (509) 327-4624 vance@softechnologies.com Brandy Snipp Mobility Consultant (713) 927-0276 bsnipp@softechnologies.com

2 Headquartered: Spokane, WA. Founded in 1996 Regional Sales Offices: Los Angeles Houston Boston Over 10,000 mobile users: North America EMEA APAC Wireless Workforce Partners Consortium NI Alliance Partner

3 Poor visibility into field operations Poor decision making about what needs to be done, when, and by whom Poor/inaccurate customer information in the fieldPoor customer service, field workers blindsided Unbillable work performed by field workersMissed revenue opportunities Missing SLA or response time commitmentsFinancial penalties, competitive pressure Increasing customer demandsOperational pressure Field Sales Today The top goal for field sales organizations: Drive more revenue, faster! Common challenges that stand in the way of this critical goal:

4 Introducing Field Mobility Suite – FieldOrder™ A mobile application that improves field sales productivity, effectiveness and consistency while reducing the overall cost of delivery.

5 Complete visibility into field worker activity Real time data from the field enables informed decision making about what/when/who Enforces business rules and ensures data qualityImproved data, eliminated rework, faster billing An intuitive interface and workflow ensures field workers follow automated, consistent processes Better worker and customer satisfaction Better worker accountability and SLA managementImproved efficiency and revenue, reduced costs Captures and manages accurate parts dataLess inventory, better job costing Solving the Field Sales Challenge Field Mobility Suite – FieldOrder ™ : Mobilizing and empowering your sales reps with an “out-of-box” mobile application built to be deployed quickly and effectively.

6 Field Sales Mobile Platform Back-Office System Field Application: FieldOrder ™ Platform: Multiple ERP System: Multiple Wireless Network Network: All Device: Handheld OS: Windows Mobile DescriptionA Field Sales solution that enables your manufacturer sales representative to perform sales visits, place field orders, manage account information, capture customer signatures, and conduct agent as well as customer satisfaction surveys. Customer BenefitsStreamlines order placement. Anytime/anywhere access to drive sales behavior and governance in real-time. Accelerates order to delivery process. ReferencesMotorola, Sherwin Williams, 3M

7 Rapid ROI No Manual Paperwork Eliminates Data Entry Reduces Errors Saves on paper forms Reduces Admin Time for Field Sales Average company finds 1 hour per day per rep Reduces Days Outstanding Collect payments in the field Inventory Monitoring Helps track small parts and items that are left off the sales order Reduces theft

8 Project Lifecycle Management Application Design/Review QA Testing Project Plan Pilot & Train Deploy & Train Support Scope Definition Business Case/ROI

9 What Sets FieldOrder™ Apart? Pre-Built Applications “Out of the Box” applications ready to deploy Self-Managed or Partner Managed Once trained you can manage the solution internally, or Softech can manage the solution for you, or a little of both. Business Process- and Service-Centric: Supports field service best practices and enforces business rules and work processes, ensuring consistent service delivery Industry-Leading Security: Supports the highest level of security in the industry to keep your data safe and secure Economically Friendly An Enterprise application at a lower price and TCO

10 Satisfied Customers

11 Source Refrigeration & HVAC Overview Specializes in commercial refrigeration, service and construction, HVAC service, construction and EMS controls 450 mobile field engineers perform performing service tasks Challenge Digitize paper time cards and service orders Reduce 1 week of order cycle time by reducing paperwork, data entry, and managerial review Reduce phone calls between FE and call center Inefficient inventory and parts order management Solution Dexterra Concert mobile platform SQL server adapter Benefits & Results Reduced time to bill from 14 days to 4 days Reduced back office administrative labor by 20% Processed more than 48,000 service orders ◄ Back to Customer List Environment Wennsoft/SQL Microsoft Dynamics/SQL Symbol MC70 Cingular Wireless Environment Wennsoft/SQL Microsoft Dynamics/SQL Symbol MC70 Cingular Wireless

12 Next Steps


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