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Presentation at 2009 User Conference

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Simplify Complex Selling

Paperview & Reports

Now that I’m done with my drawing, what’s next?!?Before any project can move from development to final submittal, it is important to validate the drawing for any errors or omissions and get the drawing as perfect as possible before any reports are developed….

Simplify Complex Selling

Project Validation● “Undecided” Tab to find any item that are missing options

“Undecided” Tab

Simplify Complex Selling

Project Validation2. Scheme Manager to add missing options & finishes

Simplify Complex Selling

Project Validation3. “Panel Types” to refresh your drawing & clean up your panel

types.

Simplify Complex Selling

Project Validation4. “Validate Project” button to check your drawing for any errors.

5. “Lather, rinse, repeat” as needed until project is valid!

Simplify Complex Selling

Reports

Reports can come in a variety of forms, based on the client need, complexity of the project, or design fees approved. They can be as simple as a photo series, or as complex as full installation plans with elevations, details and architectural verification.

Simplify Complex Selling

Reports – Quick Quotes

Best used for typicals, mock ups, single station or office, preliminary reviews

1. Document settings

2. Alternatives

3. Standard Bill of Materials

4. Floor Plan Settings

5. Perspective or Photo Series

6. Printer Settings

Simplify Complex Selling

Reports – Other Options

When your project is more complex…

1. Panel Type Report

2. Panel Type Summary

3. Photo Series

4. Bill of Materials

5. Export SIF

Simplify Complex Selling

Titleblocks

Used in Paperview, a titleblock can unify a report package, and provide project, client and dealer information in a uniform template.

Simplify Complex Selling

Titleblocks - Paperview

1. Drawing Views

2. Text Tools

3. Tools – Titleblock● Help Grid

● Images/Logos

● Paper Manager

4. Page Options● Printer Set Up

● Laser Printer vs. Plotter

5. Project Data

1

2

3

5

4

4

Simplify Complex Selling

Complete Drawing Set

A complete report set not only makes verification of the drawings and specifications easier, but your installers will appreciate the information in the field. The visual communication Configura provides helps to eliminate guesswork and helps to achieve a successful job, and a happy client!

Simplify Complex Selling

Titleblocks – Paperview (Alternative1)1. Drawing Views

● 2D Panel Plan

● 2D Electrical

● 3D Panel Isometric

● 3D Electrical Isometric

2. Titleblock Template

a b

c d

1

3. Drawing Views● 2D Component Plan

● 3D Worksurface Isometric

● 3D Component Isometric

● Quick Spec: Article View

4. Paperview Thumbnails

a

b c

d

4

32

Simplify Complex Selling

Titleblocks – Paperview (Alternative 2)1. Drawing Views

● 2D Component Plan

● Elevation “A” with Dimensions1

a b

2. Drawing Views● 3D Isometric View 1

● 3D Isometric View 2

● Quick Spec: Article View

2

a

b

c

Simplify Complex Selling

Questions?1.2.3.4.5.6.7.8.9.10.

Please feel free to contact me with any questions you might have. Maureen Soules, CIDFluid Interiors612.746.8723Maureen.soules@fluidinteriors.com

Thank you for your time.

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