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IT IS activigence - active intelligence – IT IS activigence 2007 Web Client for Dynamics.

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Presentation on theme: "IT IS activigence - active intelligence – IT IS activigence 2007 Web Client for Dynamics."— Presentation transcript:

1 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de IT IS activigence 2007 Web Client for Dynamics NAV/AX integrated into Microsoft Office Sharepoint Server 2007 or Windows SharePoint Services 3.0

2 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de What is IT IS activigence 2007? Integration: Worldwide first solution now strongly enhanced for integration of Microsoft Dynamics NAV® / AX into the SharePoint Server 2007 / WSS3 for Business data and documents. AJAX technology creates a very user friendly interface as the data are put at once providing interactivity and multilingual capabilty Role based concept generates views, filters and certain rights for a combination with user and user groups.. Connections with other systems via web services, web parts and the all new data import/export functionality. Document management with generation of reports, new previews, integration of DocLibs and new status of report generation Auto generation of SharePoint content (Sites Meta data, permissions with the integration of the SharePoint model

3 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Eight use cases for everybody

4 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de E-Procurement overview The E-Procurement solution introduces an straight forward approach solving the ordering of office supplies. After the demand is checked in, an approval procedure is triggered, that gives the manager the possibility to approve or reject the various demands. After the approval, the items will be sent to the purchasing department, where it will be ordered at the various vendors. After this, it will be delivered to the appropriate location.

5 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de E-Procurement - User enters demand

6 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de E-Procurement - Mgmt approves or rejects

7 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de E-Procurement - the vendor procedure

8 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de CRM and Order Processing One of the most important matters in an enterprise is the Customer Relationship Management and Order Processing. In terms of usability, it is more intuitive, more accessible and easier to create, delete and edit contact data through the web. In the “Customer Card” web part, you can create, delete or edit new and existing customers and prospects. You can access quotes, orders and invoices of each customer one single click, and have the full setup with document management at hand as well. Can you imagine a document management that manages itself everytime you post?

9 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Customer Relationship Management

10 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Customer Relationship Management

11 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Customer Relationship Management

12 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Customer Relationship Management

13 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Customer Relationship Management

14 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Time Reporting The timeline of a project has to be well structured and trackable. To cope with that needs, this application for IT IS activigence 2007 SP2 provides you with an advanced “ Time Reporting “ functionality. It is not enough to simply save the spent time. The user can observe the progress made by every resource by project milestones and check efficiency throughout the whole process.

15 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Time Reporting

16 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Time Reporting

17 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Time Reporting

18 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Time Reporting

19 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Human Resources The Human Resources department gives the user the possibility to customize the view up to his needs and is prepared in a informative and compact way Whether you want to get an overview over the staff of a certain department or lookup a birthday list of the employees, it’s all just a matter of a few clicks. Documents related to the employees are giving another value add and more transparency.

20 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Human Resources

21 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Human Resources

22 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Management Dashboard Wouldn’t it be nice for the Directors and Managers of the company to have all the interesting information and all essential figures of your business displayed on a single web site? Now those decision makers users can look into the Management Dashboard. All the relevant data regarding profits, sales volume and profit development, assets, costs and budget are preprocessed already and presented in figures and graphics. The information and diagrams are generated from the data that are in the Business system already and are always up to date without syncing.

23 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Management Dashboard

24 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Management Dashboard

25 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Management Dashboard

26 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Travel Expenses At the Travel Expenses scenario every employee can capture his/her travel costs at any time that’s convenient. The travelers can insert data of the travel including expenses from every place in the world. So the data gained are available for the invoice processing immediately. The manager in charge can approve or reject the travel expenses and the finance departments authorized person would control and post the payments accordingly.

27 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Travel Expenses

28 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Trainings At the Trainings scenario the employees can inform her- and himself and register for trainings. If for any reason an employee can not attend at a training, he can checkout again. The approval area for trainings is only shown for particular employees which have the permission to approve or decline

29 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Trainings

30 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Vacation Planning The Vacation Planning scenario gives all employees the possibility of creating and transmitting their applications for leaves. Both the manager and the stand-in colleague for the vacationer approve an application for leave. So the sequence is well-ordered, time saving and therefore transparent for everyone.

31 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de Vacation Planning

32 IT IS activigence - active intelligence www.itis.dewww.itis.de – activigence@itis.deactivigence@itis.de IT IS active intelligence Photo Rick Doyle IT IS AG P.O. box 3141 84037 Landshut Siemensstrasse 14 84051 Altheim Germany  +49 8703 9069 0  +49 873 9069 200  contact@itis.de www.itis.de Team – Play – Win Microsoft Dynamics ® web based for all employees and partners  www.activigence.com


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