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Eddon Software Presentation for US Synergy users Alex Struik / Dave Jansen

Eng Synergy User Group Presentation 18052010

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Page 1: Eng Synergy User Group Presentation 18052010

Eddon SoftwarePresentation for US Synergy users

Alex Struik / Dave Jansen

Page 2: Eng Synergy User Group Presentation 18052010

Agenda

• Goal for today• Introduction

• Nobel • Eddon Software

• Blocks• Interfaces• Solutions

Page 3: Eng Synergy User Group Presentation 18052010

Goal for today

• Inform US Synergy users about available standard building blocks

Page 4: Eng Synergy User Group Presentation 18052010

Nobel

Company Profile:• 2009 $ 100M turnover• 2 locations: Den Bosch and Naarden• 230 Employees • Exact , Microsoft , HP, Cisco, Xerox

Nobel

NobelBusiness Solutions

Nobel Logistic

Solutions

NobelManaged Services

NobelDocument Solutions

NobelInfra Structures

Solutions

EddonSoftware

Page 5: Eng Synergy User Group Presentation 18052010

Nobel Exact activities

• Dutch Exact Full Service Partner since 1984

• 2500 customers

• 400 synergy implementations with 7.000+ users

• Software, consultancy, project management, development

and customer support (85 employees)

• Exact Custom Solution provider

• Hosting and ASP services

• Specialized in vertical markets

• Professional Services (Legal/Claim Management, IT)

• Supply Chain Management (WMS, Webshop)

Page 6: Eng Synergy User Group Presentation 18052010

Eddon Software

• Eddon Software is an independent organization focused on developing and distributing software add-ons on top off Exact Software

• Operational since 1st of August 2009

• Exclusive distributor for Pick-IT WMS and Supply Chain Portal in the Netherlands

• Working with the top 25 Dutch Resellers

• International Solutions

 

Page 7: Eng Synergy User Group Presentation 18052010

Eddon portfolio

Page 8: Eng Synergy User Group Presentation 18052010

Eddon Software Menu entry

Standaard menucomponenten• Dynamic generated Eddon

Software menu multiple building blocks installed in the same environment

• Manuals, Release notes and rolling demo’s linked from Synergy.

• Eddon Software menu available in 2 languages: English and Dutch

Page 9: Eng Synergy User Group Presentation 18052010

Eddon Blocks

Page 10: Eng Synergy User Group Presentation 18052010

Eddon Blocks International

1. MS Word Merge Add-on (demo)2. Document Preview (demo)3. MS Document Outlook Add-on4. MS Reporting Services Integrator5. Custom Selector6. Service Level Manager Add-on

Page 11: Eng Synergy User Group Presentation 18052010

MS Word Merge Add-on (Classic/SE)

Marked Needs• Creating MS Word documents merging available Synergy data

integrated in the Synergy processes

Highlights• MS Word Merge based on MS Word templates and all data fields from Synergy• Merge access from Account, Request, Resource and Project• Multi-document merge for selected Accounts, Requests and Resources• Tabelmerge on requests (creating table data)• Automatic saving of merged document in Synergy• Synergy SE: Server Side merge

Page 12: Eng Synergy User Group Presentation 18052010

Document Preview (Classic/SE)

Highlights• Maintainable per request-type• Multiple documents per request• Preview of document attachment + body text in a request• PDF, JPG, TIF, HTML, PNG, Office 2003 & 2007 (Word, Excel en PPT)

Market Needs• Processing workflow-requests more efficiently

Page 13: Eng Synergy User Group Presentation 18052010

MS Outlook Document Add-on (Classic)

Highlights• Search for document attachments• Add this selection of Synergy document attachment to an email

message• Search criteria based on Account, Project , Document category , etc.• Easy storage of Synergy document attachments on local share:

multiple select, grouped by project or account

Market Needs• More efficient attaching of Synergy documents (attachments) in email message• Download multiple Synergy Document attachments to local share

Page 14: Eng Synergy User Group Presentation 18052010

MS Reporting Services Integrator (Classic/SE)

Highlights• Based on report groups accessing reports directly from Account, Resource

and Project• Report parameters passed directly from Synergy• Reports are stored in Synergy as document attachment• Retrieval based on document security of Synergy• SE: based on MRS runtime version: no Report Services Server needed!

Market Needs• Managing MRS reports in Synergy: access and security• Reports integrated in Synergy: user experience and context

Page 15: Eng Synergy User Group Presentation 18052010

Custom Selector (Classic/SE)

Market Needs• Maintaining reference browsers in Synergy• Optimizing workflow processes

Highlights• Bypassing ALL Synergy browsers without modifying• Configuration based on request type (not limited to browsers used in request!)• Customization of buttons, search fields, columns and data query• Examples:

• Resource name field as main query field in stead of ID• Selection of related accounts based on user• Selection of linked projects if customer is selected in request• Selection of customer specific documents based on customer in request

Page 16: Eng Synergy User Group Presentation 18052010

Service Level Manager Add-on (Classic/SE)

Marked Needs• Recording of service level agreements and measuring of the performance towards these SLA’s

Highlights• Service levels for incident and problem management (ITIL)• Manage service level windows for customer or internal support processes• Integrated with contract, service levels registered on a project• Measuring of Final and Actual Response time, Final and Actual Solution time, Work Around time

(optional)• Managing timers: waiting for customer feedback• Additional registration of Time Spent on Call (TSOC)• For IT and other service providing companies

Page 17: Eng Synergy User Group Presentation 18052010

SLA Management reports (MRS)

Page 18: Eng Synergy User Group Presentation 18052010

Eddon Interfaces

Page 19: Eng Synergy User Group Presentation 18052010

Eddon Interfaces

• Standard interfaces with third party software and devices

• Examples:• CTI-VoIP integration (NL only at this moment)

• Multifunctional scanners• Interfacing with ERP and webbased applications

Page 20: Eng Synergy User Group Presentation 18052010

Eddon Interfaces

1. Generic Scan Interface 2. Webservices *3. Synergy Import Framework 4. Zoomio e-Marketing Interface *

* Synergy Classic only

Page 21: Eng Synergy User Group Presentation 18052010

Generic Scan Interface (Classic/SE)

Highligths• Independent of hardware type• Multiple network folders supported• Automatic storage of documents in

Synergy and Globe• OCR text stored in document body searchable in Synergy Classic(scanner

dependent) • Metadata per document based on XML (scanner configuration)

Market Need• Managing hardcopy document flow and integration in workflow process

Page 22: Eng Synergy User Group Presentation 18052010

Zoomio e-Marketing Interface (Classic)

Market Need• e-Marketing with result tracking based on Synergy CRM• Synergy SE Campainer for Synergy Classic!

Highlights• Interfacing with e-mail marketing of Zoomio• Process flow:

1. Selection of CRM data, link to campaign2. Processing E-Marketing Campaign in Zoomio (email, clicktrack, webform)3. Transferring lead data to Synergy (email permission, workflow request)

Page 23: Eng Synergy User Group Presentation 18052010

Eddon Solutions

Page 24: Eng Synergy User Group Presentation 18052010

Eddon Solutions

• Targeting on specific verticals• Supporting core business processes• Delivering solutions other then traditional Exact

markets (CRM, HRM)

• Solution Builder: Partner is able to create a vertical template

Page 25: Eng Synergy User Group Presentation 18052010

Standard Synergy

Customers Items TransactionsProjects Documents

Employees

Workflow

Fixed entitiesNot flexible

Difficult to match the core/primary

business

Mostly Customization ……

Expensive…

Implementation secondaryprocesses

Difficult to make a vertical or market solution

Page 26: Eng Synergy User Group Presentation 18052010

Solution Builder

Customers Items TransactionsProjects Documents

Employees

Workflow

Entities can be linked to each other

VrijeEntiteit

VrijeEntiteit Vrije

EntiteitVrijeEntiteitEntities

VrijeEntiteitVrije

EntiteitEntities The possibility to create a

market solution

A REAL VERTICAL APPROACH

Able to create unlimited number of

entities

Any information can be added

Possibility to create logic in the entities

Faster and cheaper to implement

Page 27: Eng Synergy User Group Presentation 18052010

Example Software development

Calculation

Page 28: Eng Synergy User Group Presentation 18052010

Example Real Estate

Automatically inmenu

Easy to add and adjust buttons

Page 29: Eng Synergy User Group Presentation 18052010

Externe links aan knoppen toevoegen

Page 30: Eng Synergy User Group Presentation 18052010

Example injury case file

Pre-defined calculations between fields.For example based on SLA’s

Page 31: Eng Synergy User Group Presentation 18052010

Adding tabs

Search templates and ReportsAvailable on the entity card

Page 32: Eng Synergy User Group Presentation 18052010

Integration with MS Reporting Services

Page 33: Eng Synergy User Group Presentation 18052010

Approach US

• All products will be in English • Manuals will be available in English• Products are currently available but:

• At this moment support and installation will be done online• Not all blocks are translated YET!

• We are looking for distributors in the US• For installation and local support

• First customer is live in the US• We want to be ready by September for full role out

Page 34: Eng Synergy User Group Presentation 18052010

Information

• www.eddonsoftware.com• Product information• Rolling demo’s• References (Dutch at this moment)

• Eddon Blog (http://blog.eddon.nl)