Eva Walther - Channel Enabler Naama Aharoni Nov :30 – 16:30 The Poor Man’s SDK II

Agenda 08:30 – 09:30 – Presentation of the Solution (+ Rental Solution) 09:30 – 10:00 – Setup for training 10:00 – 10:15 – Break 10:15 – 12:00 – Product Training 12:00 – 13:00 – Lunch 13:00 – 14:15 – Product Training 14:15 – 15:00 – Real Life Scenarios 15:00 – 15:15 – Break 15:15 – 16:30 – Real Life Scenarios

 Improve Operational Efficiency – 63%  Improve Employee Productivity – 58%  Improve customer satisfaction – 55%  Reduce Operational Cost – 50%  Improve Decision Making Capability – 45%  CEO/CIO’s state that they do not know the return they will realize from their technology investments – 60% * Gartner Group Survey – Small Business Top 5 SMB Business Drivers:

 Limited resources  High cost for development work  Difficult to implement complex implementations  Limited time to chase after new deals  Missing deals due to complex development work  No development team in house  Bottle neck in development  Frustration of implementation consultants What are your Challenges?

Founded in 1997 Based in Århus, Denmark Offices in 7 locations: Denmark, Norway, Finland, Germany, UK, US, Brazil SAP certified in employees Award-winning add-on year after year! More than 1,700+ customers world wide Installated in 50+ countries 31,000+ Users Who is Boyum?

38 Process Eliminate AutomateDelegate

The Boyum Pack, is an intuitive product which has numerous functionalities but the core features enable you to: Today’s Customizing Tools Create new navigation Redesign the screens as wanted Ensure data quality Make advanced validation Automate tasks Search and display data And much much more....

One single Add-on What is the Boyum Pack? B1UP B1PP B1 Print & Delivery B1PP B1 Print & Delivery B1PP B1 Budget B1PP B1 Budget B1PP B1 Time Task B1PP B1 Time Task B1PP B1 Document Manager B1PP B1 Document Manager B1PP B1 MailChimp B1PP B1 MailChimp

Signum Solutions –United Kingdom “B1UP is a brilliant tool. I try to include it in all sales proposals where sufficient budget is available. Quite simple, it helps us deliver more fit and functionality than the customer ever expected and it makes our life easier too. The B1UP add-on is always a great tool to go to market with because it allows you to address more of a customer’s requirement using standard product, and significantly increases your changes of winning the business” Lindsay Pointon - Director Here is what our partners have to say:

© SAP 2009 / PARTNER SUMMIT AMERICAS 2009 / Page 10 Optical Outlets Solution – 1

Optical Outlets Solution – 2

Sales Employees Restriction SDK Experienced SDK Developer Coding 5-10 days of Development Scope Packaging Testing

Sales Employees Restriction - Cost On average Total - $6,000-$12,000

Sales Employees Restriction – In the Boyum Pack

Bluekey Software Solutions – South Africa “The software is easy to learn and use and you really do not need much training - you could say, that the product is fairly self-explanatory and very easy for the consultants to learn.” Paul Marketos - Managing Director Here is what our partners have to say:

Rental Solution SDK Experienced SDK Developer 1 day Packaging 2-3 days Design days Development 3 days Documentation set Testing Against User Manual

Rental Solution - SDK On average Total - $17,000-$25,000

Rental Solution using B1UP Demo

Clarion Safety Systems, LLC, USA “Utilizing the B1UP loop functionality and the vast capabilities that come with it I was able to not only rework the process, but improve it to a whole new level. We LOVE B1UP…it is true business genius and never ceases to amaze..” Sarah Schagelin - Business Systems Analyst Here is what our customers have to say:

One single Add-on What is the Boyum Pack? B1UP B1PP B1 Print & Delivery B1PP B1 Print & Delivery B1PP B1 Budget B1PP B1 Budget B1PP B1 Time Task B1PP B1 Time Task B1PP B1 Document Manager B1PP B1 Document Manager B1PP B1 MailChimp B1PP B1 MailChimp

WHAT: B1 Print & Delivery is advanced Crystal Report integration that Quickly and easily , print and save 32 different documents in SAP Business One Enables users to Marketing Documents SAP Business One via Outlook or SMTP Schedule and group s & documents Mass-delivery WHY: Saving employees time Minimize workload Saving money spent on sending regular post mail B1 Print & Delivery

מודול דיוור והדפסה

Hjulius AS “We send around 800 invoices every month, and I anticipate that 80% of these can be sent with the Print & Delivery. With a typical cost of €4 for every invoice that we send out, we now make a saving of more than €25,000 per year. Furthermore, we have a vast database of accurate customer addresses that we can use for future marketing activities". Sjur Gilje. Manager, Norway B1 Print & Delivery – Customer Testimonial

One single Add-on What is the Boyum Pack? B1UP B1PP B1 Print & Delivery B1PP B1 Print & Delivery B1PP B1 Budget B1PP B1 Budget B1PP B1 Time Task B1PP B1 Time Task B1PP B1 Document Manager B1PP B1 Document Manager B1PP B1 MailChimp B1PP B1 MailChimp

WHAT: Simple time-registering tool Perfect for companies requiring a simple solution 4 Easy Steps o Plan a task o Register your work quickly  on a case by case basis  on weekly entry form  On your tablet or smartphone o Get a full overview of hours registered and hours to be billed o Bill the relevant hours using the Billing Wizard Create your own specific reports WHY: Easy to use, easy to get an overiew, easy to invoice B1 Time Task

One single Add-on What is the Boyum Pack? B1UP B1PP B1 Print & Delivery B1PP B1 Print & Delivery B1PP B1 Budget B1PP B1 Budget B1PP B1 Time Task B1PP B1 Time Task B1PP B1 Document Manager B1PP B1 Document Manager B1PP B1 MailChimp B1PP B1 MailChimp

B1 Distribution Integration

MailChimp FREE webservices for up to recipients Quick and easy set-up of professional branded HTML campaigns and campaign overview with easy-to-use analytics tools Boyum B1 MailChimp SBO Integration Speed up processes and enhance efficiency of marketing campaigns Add and update business partner contacts directly in SBO Easy synchronization of contacts in SBO and newsletter recipients in MailChimp Information about bounces etc. in SBO B1 MailChimp Integration

What do partners get? What do you and your customers get when using B1UP?  Increase sales volume  Decrease deadlines issues and problems during implementation  Additional demands for consulting services in the current customer base.  Create a more tailored solution  Less dependence on development – Release bottle necks  Give wings to the consultant (eliminate GAP between need and solution)  Reduce the frustration of the consultants and customers  Have more profitable projects ($ $ $). With solutions from Boyum IT the sky is the limit!

What do customers get? What are the benefits to the customers  Enhanced User Experience  Improved SAP Business One adhesion to customers' business process.  Increased User productivity;  Reduction of operational errors;  Increased Satisfaction with SAP Business One;  Consistency of data and processes;  Automate and streamline tasks;  Quick return on investment.  Save on Critical Resources - Time, Money and Energy

Return on Investment Company with 20 users:  Monthly cost of an employee: $ 5,000.00;  Cost of an error: $ If, with B1UP by user...  Win minutes a day;  Avoid... 1 error per week; Gain...:  By year: R $ 144,000+;  By month: R $ 12,000+. How much your customer would be willing to pay for it?

Why B1UP? With SBO since the beginning  7+ years of continues development  Pioneer of usability solition Global Solution  Sold in 51 countries  Global Support Approved by SAP  SAP Certified Solution;  Award winning solution Works in all current versions  SBO 8.8, SBO 8.81, SBO Intuitive and easy to use  Hours of Elearning  Extensive documentation  Over 194 YouTube videos Download a 20 days FREE trail version Satisfaction Guarenteed

Setup for training Now let’s see how simple it is to do this by yourselves….

Setup for training SAP Business One B1UP

Setup for training Break

What is covered in B1UP? Quick and Easy Customization  Toolbox (40 +)  Mandatory fields  Item Placement Tool  Function buttons  Add and edit menus  Tab Control  Read Only Items  Default Data  Quick Create  Template system Enhancement Modules  Foreign Exchange  B1 Search  Master Data Manager On Site Development  B1 Validation System  Universal Functional

WHAT: Consists of over 40 smaller functionalities. Each of these features can be turned on and off at will WHY: Optimize system behaviour Increase the user friendliness Faster work routines Toolbox

Toolbox – Do it Yourself 1.Business Partner: 1.Use flag 2.Start with name field 3.Use button. 2.Documents Tab: 1.Use Line Search 2.Enter = last line 3.Opening and closing remarks icons 4.Use flags

WHAT: Make fields in SAP Business One mandatory Or give user a warning when data is missing WHY: Helps the user entering correct data Ensure correct data disciplin in SAP Business One Avoid: Garbage in - Garbage out Make sure no errors occur in SAP Business One because of lack of data Helps the user entering correct data Avoid unwanted data Mandatory Fields

Mandatory Fields – Do it Yourself 1.Open a Sales Order. 2.Set ‘Customer Ref. Number‘.

WHAT : Screen Designer functionality Move and rearrange fields between Tabs Hide fields Hide Tabs WHY: Entering data in SAP Business One faster Viewing data in SAP Business One more easy Item Placement Tool

Item Placement Tool – Do it Yourself Sales Order’s new screen: 1.Create a UDF in Marketing Documents – Header called Urgent Order. 2.Move it to the main screen with Item Placement tool. 3.Place the newly created UDF under ‘Document Date’. 4.Hide ‘Pick & Pack Remarks’ in Logistic tab

WHAT: Put up to 10 buttons on every screen Open a preconfigured button Open a SQL report Open another program Activate a automated business process Function buttons WHY: One click access to relevant information Automate business processes Easy navigation and very easy to set up Save money on faster work routines One click access to relevant information

Type of Button Formatted Search Data Launcher User Queries SAP Documents SAP Reports External Launcher Universal Functions Do nothing (Validation) Function Buttons

Function Buttons – Do it Yourself Create the following buttons on the Business Partner Master Data screen: 1.Quotation 2.Sales Order 3.Delivery

WHAT: Create your own menus or rename the existing ones WHY: Make the menu suit your customers needs Add & Edit Menus

Customized for the sales employees

Add & Edit Menus – Do it Yourself 1.Change the description of the Menu "Sales Opportunity" to "CRM". 2.Change the description of the menu item "Sales Opportunity" to "CRM“.

WHAT: Allows you to define how a specific window reacts on the user clicking the TAB key to move between the fields. WHY: Make a specific suit your customers needs Speeds up the process of adding new windows. Tab Control

CTRL + SHIFT + Doubleclick to start changing Normal flow Press each item to make a new flow (Green = Allready included)

WHAT: Allows you to define items that are read only for any window in SAP Business One. WHY: Increase the control of the system. Make Items Read Only

WHAT: Set default data when entering new Items and Business Partner WHY: Reduces errors in Master Data Information Faster to create new Master Data Default Data

WHAT: Allows you to quickly create a Business Partner A simplified window instead of the Business Partner Master Data Allows you in a similar way to quicly create an item WHY: Handy in sales situations You will be able to create a new business partner directly from the sales window Quick Create

Integrated into Default data and Toolbox Autonumber

Quick Create

WHAT: Create a template for selected data in almost every window in Business One. The saved template can be loaded at any time you require it. Allows you in a similar way to quickly create an item WHY: Handy if you have a specific kind of Business Partners which you create regularly When you want to run a report with the same parameters several times Ensures the selection window is filled the same way - avoid unintended selections. Template System

Choose what should be in the template Apply the template

WHAT: give you the option to set foreign exchange rates in SAP Business One WHY: SAP Business One is always updated with the latest exchange rate Exchange Rate

Exchange Rates Import

WHAT: Search for data in SAP Business one WHY: Find relevant information fast and efficiently B1 Search

Searches  Activites  A/R & A/P Documents and lines  Business Partners  Employees  Incoming/Outgoing payments  Production  Service Calls  Service Contract  Customer Equipment Card  Custom SQL B1 Search

Validation System + Universal Functions Powerful and flexible combination of features; Create validations fields and processes; Automate tasks. Notify users through personalized messages.

Validation System + Universal Functions Validation System With this module you can determine:  When an action should occur in SAP B1;  Why this action must occur;  What should happen. Universal Functions (UFs) Additional functions that can be used in SAP Business One  Message;  SQL Report;  Content creator;  External launcher;  It should contain a specific value; How it works?  Trigger  Condition (optional)  Action (UF)  Macro;  Line loop;  Dynemic Code (.Net)  Crystal Report;

Validation System + Universal Functions Validation System Example Trigger: Pressing the add button on a sales order Condition: Delivery Date is entered Action:Save the sales order

Validation System + Universal Functions – Do it Yourslef Problem: Customer wish to never add a business partner without having at least one contact person. Solution: We need the following configurations 1.A Universal Function of type Message what holds the error-message to the user 2.A B1 Validation System to do the check when the user are trying to add the business partner

Validation System + Universal Functions – Do it Yourslef Create a message that we should show the user if we find the entered business partner does not have a contact person defined. Please navigate to Administration > Add-Ons > B1 Usability Package > Module configuration >Universal Function configuration. Step 1: Universal function – Message

Validation System + Universal Functions – Do it Yourslef Create a B1 Validation system Configuration to trigger the message on the activity (adding the business partner) when we have a certain condition (the in the first row it still says “Define New”). Please navigate to Administration > Add-Ons > B1 Usability Package > Module Configurations > B1 Validation Configuration Step 2: B1 Validation System

Validation System + Universal Functions – Do it Yourslef How do we approach step 2: 1.The Trigger: Pressing the add button on BP Master Data. 2.The Condition: Contact person matrix’s first row is set to “Define New”. 3.The Action: Show error message.

The Trigger:

The Condition: First thing we need to do is find the formtype of the Business Partner the itemUID of the matrix holding the contact persons. We can see that we are on formtype “134” and the contact person matrix is item “112”. set up our condition that check the data of item 112 (the contact person matrix) and if the current value is “Define New”: IF(SELECT $[$ ]) = 'Define New ' BEGIN SELECT ' MISSING ' FOR BROWSE END

The Action Final thing we need to set is the Condition result. Set the result ‘MISSING’ to show our Message that we created in Step1.

Setup for training Now let’s see how we solve real life problems …

Automate sales service Meeting confirmation (to a new prospect)

Increase customer satisfaction Service call confirmation and closure

Increased productivity One click Invoice in Service Call

Added user control Validation of Delivery Date in a Sales Order

Increase control and customer service Send when sales order is approved

Increased Productivity Create a new personal folder in the main menu

Increased Productivity Search for items in the amazon

Increased Productivity Search in Google & Wikipedia in B1 Search

Increased Productivity Call customer using Skype with one click

Increased Control Creating a STOP sign on a Sales Order

Increased Control Block a Sales Order with the same Customer Ref. No. for the same customer

SAP Business One - before and after B1UP

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