Shop 9000 Product Review 2007 Visual User Group Nov 21 st 2007

New Products VISUAL to Microsoft Dynamics CRM Connector SharePoint Quality Management Module SharePoint Project Management Modules –VISUAL Project Management and Knowledgebase –Internal Project Management SharePoint VISUAL Collaboration Centre

VISUAL Manufacturing Microsoft Dynamics CRM Connector

VM-CRM Connector Features –Immediate update of VISUAL upon the creation of a new Account (customer) Contact –VISUAL Order and Invoice transfer to CRM User definable timing Manual transfers

VM-CRM Connector VISUAL Manufacturing Orders Invoices Microsoft Dynamics CRM Orders Invoices Microsoft Dynamics CRM Accounts (customers) Contacts VISUAL Manufacturing Customers Alternate Contacts

VM-CRM Connector CRM Account Transfer to VISUAL

VM-CRM Connector CRM Contact Transfer to VISUAL

VM-CRM Connector Orders / Invoices Synchronization Engine

VM-CRM Connector VISUAL Orders transferred to Dynamics CRM

VM-CRM Connector VISUAL Invoices transferred to Dynamics CRM

SharePoint Quality Management Module

SharePoint Quality Mgt Features –Quality document management FMEA, Inspection Plans, Product, Process, SOP and user definable document lists Version control Document approval workflow capabilities –NCM event management –Corrective Actions management –Customer and Vendor Involvement Communications tracking NCM/CA tracking Document tracking –Change Request management –Event management –Team Discussion boards –Collaborative environment Technical Features –Based on Windows SharePoint Services 3.0, with no additional licenses required –Native SharePoint implementation, with user definable lists and configurations –Network security based, with no additional logins required

SharePoint Quality Mgt Quality home page – visibility of Quality Department Events Full-text document search engine

SharePoint Quality Mgt Document management, with version control, check- in/out functions, and approval workflows Organize documents through customized document attributes (metadata) Document management, with version control, check- in/out functions, and approval workflows Organize documents through customized document attributes (metadata)

SharePoint Quality Mgt Establish document list approval workflows.

SharePoint Quality Mgt NCM management, along with associated Corrective Actions

SharePoint Quality Mgt Customizable Change Requests

SharePoint Quality Mgt Manage all quality related Customer information

SharePoint Quality Mgt Manage all quality related Vendor information

SharePoint Quality Mgt Collaboration includes Discussions

Project Management Modules

SharePoint Project Mgt Features –Project Dashboard highlights overdue tasks and issues. –Multiple project capabilities, with filtering of tasks, lists based on project ID –Task management with drag and drop Gantt Chart view –Issues management –FAQ and Knowledge Base management, with collaborative Wiki based KB Article creation –Document management with version control and approval workflow capabilities –SharePoint to list capabilities for ease of document collection –Customizable lists for your unique project management requirements –Collaborative environment Technical Features –Based on Windows SharePoint Services 3.0, with no additional licenses required –Native SharePoint implementation, with user definable lists and configurations –Network security based, with no additional logins required

SharePoint Project Mgt Collaborative environment with easy to use Project Task Gantt Charting

SharePoint Project Mgt Design Project Task forms to suite your specific needs. Manage task Assignments, Status and % Complete Attach documents directly to tasks Design Project Task forms to suite your specific needs. Manage task Assignments, Status and % Complete Attach documents directly to tasks

SharePoint Project Mgt Monitor Project Status using an informative Project Dashboard

SharePoint Project Mgt Expedite project activities that are behind schedule from the Overdue Items page

SharePoint Project Mgt Track project Issues. Mine your issues and resolutions to build your FAQ and KB for future reference and training

SharePoint Project Mgt Keep projects on track by managing and expediting Service Requests

SharePoint Project Mgt Document repository, complete with version control, check in/out and workflow capabilites

SharePoint Project Mgt Track project “lessons learned” for current and future reference using a simple FAQ structure

SharePoint Project Mgt Established repository for Training Materials and links to training sites

SharePoint Project Mgt Build a Knowledge Base for your project for current and future reference and training Wiki based KB Article creation

SharePoint VISUAL Collaboration Centre (VCC)

SharePoint VCC Features –Role based interfaces to VISUAL Manufacturing information –4 predefined roles Executive / CFO Sales Purchasing Plant Manager / Shop Floor –Predefined data views into VISUAL without licensing requirements –Customizable lists for your unique departmental or role requirements –Configurable Document and List management Technical Features –Based on Windows SharePoint Services 3.0, with no additional licenses required –Native SharePoint implementation, with user definable lists and configurations –Network security based, with no additional logins required

SharePoint VCC VISUAL - Sales Focus

SharePoint VCC VISUAL – Executive/CFO Focus

SharePoint VCC VISUAL – Plant Manager Focus

SharePoint VCC VISUAL – Purchasing Dept Focus

SharePoint VCC VCC Homepage for general company collaboration

Shop 9000 Product Pricing

Shop 9000 Product Review 2007 Visual User Group Nov 21 st 2007