Custom Development Services Meet your unique business needs Presented By: - Bharti Meisuria - Zainab Salihi
BAASS Connect 2013 Development Solutions for your Business
Oct 20, 2014
Join the experts at BAASS to explore the endless possibilities and client success stories associated with our BAASS Development Tools. We’ll introduce you to various add on-tools we’ve developed in-house to meet your tailored business needs in every line of work. From ERP add-ons to CRM customizations for your business, our team at BAASS will share it all.
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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
• Project Scope • Baseline Plan Initiation
• Solution Design • UAT Preparation Design
• Software Development • Internal Testing Build
• User Acceptance Testing • End-User Training Monitor
• Acceptance and Sign-Off • Release System to Users Go-Live
Structured approach and proven methodology for success:
Services Offering
Input Output Interfaces Add-ons
ERP CRM HRIS BI
Application Business Logic
Input Output
Interfaces
Add-on
Development Request Types
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
Sage 300 ERP
Capture Order data in PDF
forms
Run through PDF processor
Orders created in ERP system
1
2
3
Input: Acquisitions Transition
Meet all of the data audit compliance requirements
An approach with minimum time and effort for migrating newly acquired entities
Define business rules
Map the source & target data
Create custom package to transform data
Test, Use & Re-use package for all future migrations
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
Source Staging Target
Audit reports
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
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
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: Advanced ERP Query Tool
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: 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
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