W618 – Array Development Update - Epicor...B2B B2B Turns v3000 Acclaim v16 TPCx and B2B TPCx and v5.5 TPCx and B2B TPCx, B2B, and v11 D2K v4.0-Q1 Acclaim v17 SDI v13 Disc 6.1 Protobase

Summit 2007: Get Connected

W618 – Array Development Update

Fred Welles, Jim Beitmann, and Jay ChackoDevelopment and Product Management

With more than 225 active Array customers, Array’s future development is a vital component of Activant’s development strategy. In this keynote address, Fred Welles, director of Array development, teams up with Jayan Chacko, strategic product manager for Array, and Jim Beitmann, senior development engineer, to provide a high-level overview of Array’s development plans. They will introduce key goals for the Array version 11.0 and 12.0 releases, discuss the development strategy for the Trading Partner Connect and B2B Seller integrations, and offer insight into the future direction of Array.

Pre-requisites: None

Wednesday, 3:45 p.m.

Congratulations to our clients

Thank you for your loyalty throughout the years


“Let’s Get Connected”

To your Array team and our vision for the future

© 2007 Activant Solutions Inc. All Rights Reserved

4Change in Product Development Management

Providing dedicated management focus Russ Mellott – Sales Dave Getty – Windows-based productsFred Welles – UNIX-based products



5

WDN Development Organization

Steve McLaughlinSr. Vice President & GM

WDN

Bill WilsonSr. Vice President

and CTO

Fred WellesDirector Development

UNIX Products

Bill PattonSr. Director

Professional Services

Dave GettyDirector Development

Windows ProductsP21, TPCx, B2B

Russ MellottSr. Director

Sales

Frank HeenanDirector

Product Management

Mike WentzDirector

Marketing, Activant DirectAnd National Account Sales


6

UNIX Enterprise Software Solutions

More than 2600 CustomersActivant AcclaimActivant ArrayActivant D2KActivant DiscActivant FaspacActivant PreludeActivant SDIActivant StanpakActivant Turns



7

Our Commitment Remains the Same

Stay on the course as initially communicatedContinue to develop and support each UNIX solutionIntegrations into Activant B2B Seller and Trading Partner ConnectProvide releases every 12 – 18 months

Provide superior customer experience


8UNIX Releases Since Integration

Acclaim

Faspac

SDI

Disc

Turns

Array

D2K

Stanpak

Prelude

2004 2005 2006 2007

B2B

B2B

Turns v3000

Acclaim v16

TPCx and B2B

TPCx and v5.5

TPCx and B2B

TPCx, B2B, and v11

D2K v4.0-Q1

Acclaim v17

SDI v13

Disc 6.1 Protobase

Array v12

TPCx

V8.5 - Real Time Web

TPCx

Faspac v5.5

v12 -TPCx/Clippership

Disc v6.0

Turns v4000

Array v11.1

B2B

v8.0, 8.01, 8.02, Web v3

Prelude v19

Acclaim v15



9

B2B Seller – A Web-Based Storefront

Conduct secure, online transactionsGive customers password-protected loginsEnable customers to enter orders online Provide around-the-clock customer service Maintain customer favorites lists Publish online catalogs Fully integrated with your business system


10

Trading Partner Connect

Fastest growing Internet trading network for distributorsElectronically streamlines entire supply chain

Manufacturer/supplier to distributor to end user

Single point of contact for all transactionsHelps eliminate dead stockSession: The value of Trading Partner Connect Friday, 11:00 a.m.


Our Mission

“Provide world-class products and services that help your business

grow, become more profitable, and give you a competitive advantage”


12

How Do We Get There?

Quality releases Superior support

More timely turn aroundQuality resolutions

Team approach with support and developmentLeverage and retain staff depth of knowledgeEMBRACE the Base



13

EMBRACE the Base

EMBRACE charter: Ensuring our programs, communications, and strategies fall in line with the needs of specific customer groupsYour EMBRACE Advocate is – Dale Miller

[email protected]


14

Embrace Initiatives

CommunicationOnline Idea Exchanges – meet the teamQuarterly calls

Development and SupportWork closely together to get your issues resolvedDeliver features you ask for

Marketing Fewer Prophet 21-focused e-mailsMonthly events e-mailInsights – quarterly with focus on your solutionSummit



With your Array development team

Jim Beitmann


16

Activant Array Release History

Array was born in 1991Beta site – North Coast ElectricPlatform – Data General MV (proprietary OS language COBOL)

Array UNIX 1995 (introduction of IBM platform)Y2K Compatibility 1999 Release 6.0Release 7.0 and 8.0 skipped (Trade Power) to synchronize with other TP software productsReleases 9.0 – 12.0 general features and functionality



17

Activant Array Logon

Improved logon dataDate and timeReleaseSupport levelStandard or modified softwareCustomer name

Easy access to customer and/or third-party modifications for non-standard softwareAbility to locate record locks


18

Activant Array Navigation

Improved “GO TO” functionalityBuilt-in simple e-mail and faxInterface to customer and employee contact tables to provide searching in e-mail and faxProgram name search in GOTO functionalityDo not have to be at a menu to go to another program and program returns where it left off when finished

Improved user-defined menusArrow key navigation to move up, down, left, and right



19

Activant Array Navigation

Use of additional function keysDifferent method of changing modes and saving modified records


20

Activant Array Order Entry

Ability to create a flat file from a quote and import to a contractAbility to mass maintenance any field in a contractAbility to fax optio invoicesRecord deletion of orders or specific order lines in quality system with reason codeAutomatic miscellaneous charges and the ability to tie a miscellaneous charge to an order line



21


Secure constants in OE and billing at user level in addition to system levelTransaction audit updating in billing moved to totaling phaseNew program FNDBTN allows user to keyword search bill-to information for orders such as cash sales billed under a generic customer, etcRestrict printing of “today’s orders” by userAR Notepad Purge


22


Ability to move quotes and orders from one job account to anotherAdded time and user to sales order status displayCustomer pricing comparatorNew quality subsystem CMAbility to control price and cost overrides by line buy



23


View transaction audit in forward or reverse sequenceNew quality systems CM and ED


24

Activant Array Purchasing

Purchase order status inquiryAbility to re-sequence lines on a POPO notes by typeBatch code for inventory adjustments now automatically contains user IDAbility to toggle screen display in TPO maintenance to obtain additional informationAdditional EDI quality events report success or failure of transactions and reasons



25

Activant Array Purchasing

Page up/down on Transaction Audit DisplayShow starting date when looking up POs by vendor


26

Activant Array Accounting

Ability to prevent closing GL twiceAR Trial Balance option excludes finance charges or shows only finance chargesTwo new service charge codes

Over 90 – disputedOver 90 – credits < 90 days old

Ability to flag backed out invoicesAccounts Payable Debit Memo (Release 12.1)



With Array’s product manager

Jayan Chacko


28

The Role of Product Management

Feature set definition Development of product contract and management of the roll-out planEnsure all Activant departments are ready to deliver and support the new features



29

Your Interface to Activant WDN

wdncustomer.activant.com


30

Automatic Alerts Put You in Control



31

Your Input is Critical


32

Use the Form to Input Your Request

Fill out form



33

What Happens When You Hit Enter?

E-mail sent to critical Activant peopleRequest stored in databaseReview the requests on a periodic basisFeatures put in ranking list on the Customer Web SiteHighest ranked features considered for next release


34

Customer Web Site Enhancement

Ability to rate your favorite feature enhancementYour voice for future enhancements Vote only onceYou do not have to rank every one



35

Summary

Release 12.0 – Available now through the Customer Web Site update centerStay on the course as initially communicated

Continue to develop and support each UNIX solution

Your feedback is important to usBe part of the process


36

Additional Resources

New Features: 11.0 and 12.0 Highlights –Thursday, 8:30 a.m. AUG Business Process Showcase: The Power of Array – Thursday, 12:15 p.m.Open Forum: Drive Array Future Product Development – Friday, 9:45 p.m.



37

Thank You For Attending

W618 – Keynote: Array Development UpdateFred Welles, Jim Beitmann, and Jay ChackoPlease submit the Session Feedback Form

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Documents

W618 – Array Development Update - Epicor...B2B B2B Turns v3000 Acclaim v16 TPCx and B2B TPCx and v5.5 TPCx and B2B TPCx, B2B, and v11 D2K v4.0-Q1 Acclaim v17 SDI v13 Disc 6.1 Protobase