1. Streamlining New Item Approval Process Carolina Biological: Case Study
Presenters:
Doug Palaske
Sales Manager
Matt Minchuk
Product Manager
Suman Prasad
Chief Architecct
And…

2. Director, Project Services
Lisa Coble
Project Analyst
Carolina Biological Supply
(336)
Gerald Brendle
Director, Project Services
Carolina Biological Supply
(336)

3. Webinar Agenda Carolina Biological Supply Company - Review
K-Rise Systems – Review & Discuss EASYProcess
Carolina – New Item Approval Portal, Background Slides
Carolina – Demonstration of Portal
Q&A – Throughout, Use Chat

4. Established & Respected Company
Burlington, North Carolina
460 Employees
19 Information Services
Established in 1927
50 States
125+ Countries
Dr. Ed Powell Jr., PhD
Professor, Elon University
Founder

5. Well known in many circles beyond the Education World
Education & Science
Leaders
Hollywood
World Class Systems

6. With a Diverse Product Line of “Cool Stuff”
Dangerous, Living, Fragile
& Seasonal Stuff !!
Infected Human Lung
Scary & Weird Stuff !!
Really, really, really
Cool Stuff !!

7. About K-Rise Systems E-Commerce: EASYCommerce - EASYPayment
Founded Expertise in developing B2B Web Portals
2006 EASYProcess Released
EASYProcess Enterprise – 2009
Enterprise Applications released.
E-Commerce: EASYCommerce - EASYPayment
Vendor / Buyer: Vendor Self-Service, EASYBuyer, Vendor Onboarding, AP Automation, Supplier Contract & Item Update
HR Employee/Manager Self-Service: Time Entry, Profile, Positions, Leave Request, Pay Stub, Benefits, etc.

8. Complex Business Rules Middleware (EASYConnect)
EASYProcess: Enterprise Software Development Platform
Search Filters
Security
Workflow
Forms
Approvals
Hierarchy
Your
Business
Model
Complex Business Rules
Connectivity
JD Edwards - BSFN , Tables
Any Data Source
Web Services
More…
Middleware (EASYConnect)

9. EASYProcess Feature List
Portal Factory
Drag and Drop
Data Sources
Web Elements
Web Parts
Basic Programming Elements
Re-Usability
Security and Filtering
Look and Feel
Layout
Colors, Fonts, and More
Branding and Messaging
EASYConnect
Multi-Faceted Connector
Complete EASYProcess Installation
Business Process Automation Engine
Workflow Interfaces
Data Integration
Reporting
Web Services
Enterprise Development
Business Process Management
Approval Workflow
Complex Form Creation
and Reporting
Managing Environments
EASYProcess Enterprise Manager (EEM)
Development, QA, Production
Team Development
Client Environments
Change Management
EASYTracking
Integrated Testing
Integrated
Project Progress
SSL Security
Services
Requirement Gathering
Project Management
Product Implementation
Custom Development
Training

10. EASYProcess Solutions Across the Enterprise
Vendor Self-Service
EASYBuyer
Vendors
Receiving Goods
Accounts Payable
Inventory
Purchase Orders
Manufacturing
Shipping
Customer Orders
Accounts Receivable
Customers
General Ledger
Periodic Statements
Payroll
Fixed Assets
Taxes
Billing
Payments from Customers
Payments to Vendors
Price Bidding
VOB
Employee Self-Service
SCIU
New Item
EASYCommerce
EASYPayment
Customer Self-Service
Order Entry

11. Streamlining Customer Master Create / Edit Process

12. K-Rise Systems – JDE Customers

13. Portal Screenshot

14. JDE New Item Master Create

15. Main Workflow

16. Sub-Workflow: Editing

17. Sub-Workflow: Purchasing

18. JDE New Item Create, Business Function Call

19. Item Details, EASYProcess Webpart 1

20. Item Details, EASYProcess Webpart 1

21. Item Details, EASYProcess Webpart 2

24. Questions ? Presenters: Doug Palaske Sales Manager
x133
cell:

25. EASYProcess Architecture
Cloud
Apps
Onsite
Hosted
Complex Range of Skill Sets
Have to Settle
One Problem – One Solution
Costly, Difficult to update

26. Our Customers Mercury Marine: Australia - Dandenong
Challenge: Configurated engines online – Dealers
Solution: K-Rise Systems’ EASYCommerce
Result: Real-time ordering 24 hours a day
Control: On-going improvements - 5 person team
Add’l Solutions EASYBuyer - Procurement
Engine Warranty Registration
Mercury Marine: Marine Engine Manufacturing
Challenge: Utilize the JDE Configurator as the primary data source for an eCommerce site
Solution: K-Rise Systems’ EASYCommerce
Result: EASYCommerce integration with the JDE Configurator; dealers can configure boat motors and entire engine kits and order online 24 hours a day

27. K-Rise System’s Customer
Amway International, VSS Portal-January 2012
Challenge: Non EDI Vendors – JDA/JDE Issues
Solution: Go with Oracle Portal
Result: Trouble
Second Try: K-Rise Systems and VSS Portal with EASYProcess
Rollout 2: Complete–November 2012
Rollout 5: Underway
Beta Tester for “Supplier Contact and Item Update”

28. K-Rise System’s Customer
Fox Network Groups
Vendor On-Boarding Module
ESS Portal – 2 Stage Implementation
Contract Workers
Corporate Wide

29. Chevron Australia K-Rise System’s Customer
-Employee Self-Service & Manager SS
-5000 Employees initially 60K Long term
- Vetting EASYProcess for global use

30. WestJet Airlines of Canada
K-Rise System’s Customer
WestJet Airlines of Canada
-Employee Self-Service
-9000 Employees (Owners!)
-First Rollout Live in 1st month
-Second Rollout Live in 2nd month
-3rd now live
98% approval through SharePoint polls

31. Employee Self-Service Feature List
Time Entry
Daily Time Entry
Weekly Time Entry
Leave Request and History
Approvals and Workflow
Leave Request Type
Leave History Reporting
ERP Update
Pay Stub History and Detail
Real-Time Reporting
Custom Search Fields
Single or Multiple Pay Stub History
My Profile
Birth Date
Hire Date
Salary Information
Employee Tax ID
Leave History
Vacation Balance
Employee Tax Forms
Tax Form Review and Interaction
Managers
Manager’s Workbench
Leave Request Review
Salary History
Employee Position and Authority
Address Book
Updates and Revisions
Manage Time Entries
Time Entry Approval
Custom Search Fields
Time Entry Across Teams
Employee Details
Employee Move
Employee Condition
Add/Delete Position
Employee Termination
Manager Details
Record Access
Contact Change
Employee Tax Forms
Tax Forms via Image Servers
Tax Form Distribution and Download, PDF Imports

32. EASYCommerce Feature List B2B/B2C
Order Placement
Item Lookup
Category Code (UDC) Drop-Down Menu
Specification Sheet Selection
Reorder and Lists
Shopping Cart Configuration
Catalogs
Versatile Catalogs
Customized Catalogs
Product Images
Customer Self-Service
Order Status
Shipment Inquiry and Notification
Order Entry
Standalone Portal
CSR/Sales Rep. Interface
Accounting/Finance
Secure, Online Credit and Check Payments
Payment
Online Check Payment
PayPal
Credit Card Payment
EASYPayment (Standalone Portal)
Marketing/Messaging
Cross-Sell and Upsell
Fire Sale
Product Updates
Warranty/Guarantee Information
Promotions
Look and Feel
Branding
Perfect Placement
Web Account
Sub-Accounts and Permissions
Enhancing Your Enterprise Software
Mobile
Properly Proportioned Portals
Super-Functionality

33. Vendor Self-Service Feature List
Orders
Notification s
Acknowledgement
Inquiry
Line Split
Revision
Purchase Order Prints and PDFs
Approval
Cancelled Lines Acknowledgement
Invoicing
Invoicing Based on Purchase Orders (2-Way Matching)
Invoicing Based on Receipt (3-Way Matching)
Invoice Entry
Vouchers (Non-Purchase Orders)
Payment Inquiry
Custom Search Fields
Real-Time Reporting
Workflow
Approval Hierarchy
Delegation
Invoice History
Accounts Payable
Invoice Matching Interface
User-Level Security
Document and Batch Numbers
Inquiries
Order Inquiry
Payment Inquiry
Vendor Onboarding
Standalone Portal
Automated Updates
Multi-Divisional Companies
Price/Account Update
Supplier Contact and Item Update
Supplier Information Update
Item Description Revision
Pricing Adjustments

34. EASYBuyer Feature List
Requisitions
Creation, Updates, and Revisions Outside Your ERP
Purchase Orders
Full Enforcement of Business Rules
Inquiries and Reports
Reporting
Inquiries
Examples
Receipts
Vouchers
Account Codes
Vendors
Approval and Hierarchies
Approval Rules
Notifications
Shipping
User Maintenance
Delegation
User Preference
Order Details
Line Item Edits
Item and Quantity Save
Item Lookup and Repurchase
GL-Account Information Review
On Behalf and Watcher
Requisition Creation
Substitution History
24/7 Requisition Review
Vendor Onboarding
Standalone Portal
Automated Updates
Multi-Divisional Companies
Price Bidding
Informed Decision Making
Quote Requests
Quote Request Fulfillment
Vendor Availability
Super-Functionality