Fourth Shift Companion Products. Infinity Business Consulting. Multifaceted Organization. providing. Consulting. Business Processes. Applications: ERP – Lean. IT Roadmap. Custom Applications. Information Technology. ID: 731193
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Fourth Shift User
Conference 2009
Fourth Shift Companion Products
Slide2Infinity Business Consulting
Multifaceted Organization
providing
Consulting
Business Processes
Applications: ERP – Lean
IT Roadmap
Custom Applications
Information Technology
Utilizing a
holistic
approach
for our customers’ challenges.
Slide3Business
Processes
Senior Level Business Consultants
Each with 10+ years of experience.
Diverse backgrounds, such as
Supply Chain Management
Manufacturing
IT
Product Development
Engineering
Finance
Quality
Infinity understands the impact people, capital, information and equipment resources have to overall success.
Slide4Business
Processes
Business Process Reviews
ERP Selection
Workflow Optimization
Material Flow Analysis
Lean Manufacturing
Kanban Systems
Slide5Information Technology
Infinity tailors technology
into a
Business Advantage!
Infinity clients are able to
supplement their team or
outsource entire IT projects.
Our
complete
IT Team
is capable of
creating & executing your plan.
Slide6Applications
Fourth Shift Authorized Partner
Highly skilled in all
aspects of Fourth Shift
Companion Products
Custom Applications
Upgrades and
Fourth Shift Evolutions
Slide7Fourth 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
Slide8Exten
d
your
Fourth Shift Environment!
Complete Fourth Shift tools
that can used as is or can become a platform for tailored business solutions.
The benefits of a
custom programming
engagement with
“off-the-shelf” pricing.
Fourth Shift Companion Products
Slide9SalesHORIZON Overview
Completely Integrated with
Fourth Shift in Real Time
Independent Modules designed
To Complement Each Other
Effective “Out of the Box”
as well as an Excellent Platform
for a Customized Solution
User Focused Design
Fast & Efficient
Near Zero Learning Curve
True ROI
Increases the Value of your
Fourth Shift Environment
for 7.3 SQL, 7.4 SQL & 7.5
Slide10
Increased Efficiency for
Standard Order Entry (COMT)
Expanded Functionality
Enhanced Ease of Use
Highly Searchable
Powerful Quoting and Order Entry
Time Saver
Quote Revisions
Mass Updates
Security Options
Slide11Highly Searchable
Intuitive Tab Based Design
Shifting 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
Slide12Powerful Quoting
Highly Searchable
Powerful
Unified Quoting and Order Entry Platform
Bring 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
Slide13Time Saver
Powerful Quoting
Highly Searchable
Page
13
Information You Need
Only A Click Away
Integrates
Credit Card for FS via NCS
Internally Links Related
Quotes
& Orders
Highly Robust Notes
Lowers Support Costs
Slide14
Security Update
Mass Update
Quote Revisions
Page
14
Managing changes
to quotes is a breeze
Create a history of
customer requests
Search for a specific
revision through the
search screens or with
Rev
Search
button
A direct response to
customer input
Slide15Quickly Maintain Quotes &
Fourth Shift Orders
Line by Line Promotion
Select 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 Customer
Blanket Orders
Security Update
Mass Update
Quote Revisions
Page
15
Slide16Security Update
Mass Update
Quote Revisions
Page
16
Identify your users as
Administrator
Employee
Customer 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.
Slide17
Real-Time Information Portal
to
empower
your customers to
access their information on
Quotes
Orders
Invoices
Shipments
Credits
RMA’s
Enhanced Ease of Use
Slide18Open To Your Field Team
Review Shipments
Review 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
Slide19Open To Your Field Team
Review Shipments
Review 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 UPS etc
Slide20Open To Your Field Team
Review Shipments
Review 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
Slide21Open To Your Field Team
Review Shipments
Review Quotes and Orders
Quickly See Pending Shipments
Page
21
CIC Empowers Your
Internal
Teams
As Well
Quick Access to
All Customer Information
Assist Customers Remotely
On The Fly
Energize Sales
Rapid ROI
Slide22
Page
22
Upgrade
your
Customer Information Center
and provide your selected customers the capability
to submit a request for quote.
Maximize
the
Impact
of
Customer Information Center
&
Quote2Order
Request for Quote
- Sub-Module
Slide23Real-Time Information Portal
for Managers and Sales Teams
to access specific information on
Quotes
Sales Orders
Invoices
Shipments
Company Metrics
Current Forms &
Company Documents
Slide24Informed Sales Teams are More Effective
Managers See Individual Team and Regional Results
Sales
Members See
their
Results - Remotely
Energize Sales
Access Important Forms
Review Status
Compare Metrics
Page
24
Review Orders and Quotes
Slide25Access Important Forms
Review Status
Compare Metrics
Review Orders and Quotes
Page
25
Compare Product Mixes
See the Best Sellers for
The
Company,
Your Sales Team or
A Sales Person
Utilizes
Real-Time Information
Slide26Access Important Forms
Review Status
Compare Metrics
Review Orders and Quotes
Page
26
Quotes and Orders
At Your Fingertips
Search
Access
Review
Customer Information
for a Sales Person or
Your Entire Team in a Single, Easy-To-Access Location
Slide27Access Important Forms
Review Status
Compare 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
)
Slide28Exten
d
your
Fourth Shift Environment!
Complete Fourth Shift tools
that can also become a platform
for tailored business solutions.
The benefits of a
custom engagement with
“off-the-shelf” pricing.
Fourth Shift Companion Products
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