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Fourth Shift User Conference 2009 Fourth Shift Companion Products

Fourth Shift User Conference 2009

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Fourth Shift Companion Products. Fourth Shift User Conference 2009. Infinity Business Consulting. Multifaceted Organization providing Consulting Business Processes Applications: ERP – Lean IT Roadmap Custom Applications Information Technology. - PowerPoint PPT Presentation

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Page 1: Fourth Shift User  Conference 2009

Fourth Shift User Conference 2009

Fourth Shift Companion Products

Page 2: Fourth Shift User  Conference 2009

Infinity Business Consulting

Multifaceted Organizationproviding

ConsultingBusiness ProcessesApplications: ERP – LeanIT Roadmap

Custom Applications

Information Technology

Utilizing a holistic approachfor our customers’ challenges.

Page 3: Fourth Shift User  Conference 2009

Business Processes

Senior Level Business ConsultantsEach with 10+ years of experience.Diverse backgrounds, such as

Supply Chain ManagementManufacturingITProduct DevelopmentEngineeringFinanceQuality

Infinity understands the impact people, capital, information and equipment resources have to overall success.

Page 4: Fourth Shift User  Conference 2009

Business Processes

Business Process Reviews

ERP Selection

Workflow Optimization

Material Flow Analysis

Lean Manufacturing

Kanban Systems

Page 5: Fourth Shift User  Conference 2009

Information Technology

Infinity tailors technologyinto a

Business Advantage!

Infinity clients are able tosupplement their team or

outsource entire IT projects.

Our complete IT Team is capable of

creating & executing your plan.

Page 6: Fourth Shift User  Conference 2009

ApplicationsFourth Shift

Authorized Partner

Highly skilled in allaspects of Fourth Shift

Companion Products

Custom Applications

Upgrades andFourth Shift Evolutions

Page 7: Fourth Shift User  Conference 2009

Fourth Shift Partner

• Fourth Shift Companion Products• Largest team of Fourth Shift Consultants - anywhere! • Upgrade Assistance and Support• On-site, Remote and Hosted Training Options• VisiBar / VisiWatch• EDI• Process Design• Integration• Report Writing• Custom Applications

Page 8: Fourth Shift User  Conference 2009

E x t e n d yourFourth Shift Environment!

Complete Fourth Shift toolsthat can used as is

or can become a platform for tailored business solutions.

The benefits of acustom programming

engagement with“off-the-shelf” pricing.

Fourth Shift Companion Products

Page 9: Fourth Shift User  Conference 2009

SalesHORIZON OverviewCompletely Integrated with

Fourth Shift in Real Time

Independent Modules designedTo Complement Each Other

Effective “Out of the Box”as well as an Excellent Platform

for a Customized Solution

User Focused DesignFast & EfficientNear Zero Learning CurveTrue ROI

Increases the Value of yourFourth Shift Environment

for 7.3 SQL, 7.4 SQL & 7.5

Page 10: Fourth Shift User  Conference 2009

Increased Efficiency forStandard Order Entry (COMT)

Expanded FunctionalityEnhanced Ease of Use

Highly Searchable

Powerful Quoting and Order Entry

Time Saver

Quote Revisions

Mass Updates

Security Options

Page 11: Fourth Shift User  Conference 2009

Highly Searchable

Intuitive Tab Based DesignShifting Between Tabs

Does not Lose Your Place

Robust Search Capabilities Search Any Field Filter Results Use as Much or as Little Information Available

User Defined Custom Fields

Powerful Quoting Time Saver

Page 12: Fourth Shift User  Conference 2009

Powerful QuotingHighly Searchable

Powerful Unified Quoting and Order Entry

PlatformBring Your Quotes Into Your Fourth

Shift Environment

Promote a Quote to an Order Copy Quotes to Orders Copy Quotes to Quotes Copy Orders to Orders Copy Lines Items Edit Any or All aspects

Complete COMT Front-End with CRM-like Features

Page 12

Time Saver

Page 13: Fourth Shift User  Conference 2009

Time SaverPowerful QuotingHighly Searchable

Page 13

Information You NeedOnly A Click Away

Integrates Credit Card for FS via NCS

Internally Links Related Quotes & Orders

Highly Robust Notes

Lowers Support Costs

Page 14: Fourth Shift User  Conference 2009

Security UpdateMass UpdateQuote Revisions

Page 14

Managing changes to quotes is a breeze

Create a history of customer requests

Search for a specificrevision through the search screens or with

Rev Search button

A direct response tocustomer input

Page 15: Fourth Shift User  Conference 2009

Quickly Maintain Quotes & Fourth Shift Orders

Line by Line PromotionSelect any or all quote lines.

Change any or all of the quantities.

Update any or all of the Promised Dates

All with a few key strokes

Easily Manage CustomerBlanket Orders

Security UpdateMass UpdateQuote Revisions

Page 15

Page 16: Fourth Shift User  Conference 2009

Security UpdateMass UpdateQuote Revisions

Page 16

Identify your users asAdministrator

EmployeeCustomer Service Rep

Guest Inactive

Control what users have access to.

FSTI manages all Fourth Shift transactions.

Each Q2O transaction stores user ID and time stamp.

Page 17: Fourth Shift User  Conference 2009

Real-Time Information Portalto empower your customers toaccess their information on

QuotesOrdersInvoicesShipmentsCreditsRMA’sEnhanced Ease of Use

Page 18: Fourth Shift User  Conference 2009

Open To Your Field TeamReview ShipmentsReview Quotes and Orders

Page 18

Empowered Customers Can Search and Review Quotes & Orders Request a Quote or Place an Order via RFQ Request an RMA Integrated with RMAA Drill Down Into Supporting Information

Free Your In-House Team for More Critical Functions

Quickly See Pending Shipments

Page 19: Fourth Shift User  Conference 2009

Open To Your Field TeamReview ShipmentsReview Quotes and Orders Quickly See Pending Shipments

Page 19

Empowered Customers Can

Search and Review Shipments along with Contents

Follow Shipment Tracking when integrated with shipper’s software FedEx

UPSetc

Page 20: Fourth Shift User  Conference 2009

Open To Your Field TeamReview ShipmentsReview Quotes and Orders Quickly See Pending Shipments

Page 20

Empowered Customers Can

See All Future Shipments Based On Your Actual Shipping Schedule Updated Real-Time

Page 21: Fourth Shift User  Conference 2009

Open To Your Field TeamReview ShipmentsReview Quotes and Orders Quickly See Pending Shipments

Page 21

CIC Empowers YourInternal Teams As Well

Quick Access to All Customer Information Assist Customers Remotely On The Fly

Energize Sales

Rapid ROI

Page 22: Fourth Shift User  Conference 2009

Page 22

Upgrade your Customer Information Center

and provide your selected customers the capability

to submit a request for quote.

Maximize the Impactof

Customer Information Center&

Quote2Order

Request for Quote - Sub-Module

Page 23: Fourth Shift User  Conference 2009

Real-Time Information Portalfor Managers and Sales Teamsto access specific information on

QuotesSales OrdersInvoicesShipmentsCompany MetricsCurrent Forms &Company Documents

Page 24: Fourth Shift User  Conference 2009

Informed Sales Teams are More Effective

Managers See Individual Team and Regional Results

Sales Members Seetheir Results - Remotely

Energize Sales

Access Important FormsReview StatusCompare Metrics

Page 24

Review Orders and Quotes

Page 25: Fourth Shift User  Conference 2009

Access Important FormsReview StatusCompare Metrics Review Orders and Quotes

Page 25

Compare Product Mixes

See the Best Sellers for The Company,

Your Sales Team orA Sales Person

Utilizes Real-Time Information

Page 26: Fourth Shift User  Conference 2009

Access Important FormsReview StatusCompare Metrics Review Orders and Quotes

Page 26

Quotes and Orders At Your Fingertips

SearchAccessReview

Customer Informationfor a Sales Person or

Your Entire Team in a Single, Easy-To-Access Location

Page 27: Fourth Shift User  Conference 2009

Access Important FormsReview StatusCompare Metrics Review Orders and Quotes

Page 27

Use SIC for Local and Remote Access to the

Most Up-To-Date Forms that are Critical to

Your Sales Process

Credit Applications

Customer Startup

( Insert Your Form Here )

Page 28: Fourth Shift User  Conference 2009

E x t e n d yourFourth Shift Environment!

Complete Fourth Shift toolsthat can also become a platformfor tailored business solutions.

The benefits of acustom engagement with

“off-the-shelf” pricing.

Fourth Shift Companion Products