1. Customer Relationship Customer Relationship questions: BrianH@NB1S.com
SAP Business One
Affordable Power
for Small & Mid Sized Businesses
Manufacturing
Distribution
Services
10:00 AM – 11:00 AM
Mountain Time, Friday
Make to Order/Stock
Manufacturing
Distribution
& Inventory Planning
Project Management
& Project Costing
11:00 AM – 11:30 AM
Mountain Time, Friday
Finance
& Accounting
Customer Relationship
- Sales
Field Service
& Depot Repair
11:30 AM – 12:00 PM
Mountain Time, Friday
Reporting
& Technology
Web Tools
& eCommerce
Customer Relationship
– Service/RMA’s
questions:
Meet ID:
Phone:
Access:
Meet ID:
Phone:
Access:
Meet ID:
Phone:
Access:

2. Solutions for Project Driven Companies
SAP Business One
Affordable Power for Small & Mid Sized Businesses
Solutions for
Project Driven Companies

3. If you have questions, email:
Agenda
SAP Business One
New Business System Objectives
Who is SAP
Functionality Overview
Technology Overview
A Day with OEC’s Project Services Operation
If you have questions,
Some Customer Stories
Conclusion, and Next Steps

4. New Business System Objectives
Grow Revenue & Profits
Monitor Operations in Real-Time
Operations
Increase Control & Visibility of Projects
Reduce Revenue Leakage
Improve Customer Service
Increase Utilization of Resources
System Objectives
Manage One Integrated Application
Improve Communication
Improve Access to Data
Business Alerts & Workflow

5. SAP – the world’s #1 provider of business systems
Millions of Users.
50,000+ Customers.
28,000+ Employees.
11,000+ Developers.
50+ countries.
38+ Years Experience

6. SAP – the world’s #1 provider of business systems
8 out of 10 large businesses run on SAP
30,000 small-mid businesses run on SAP
60% of all business transactions in the world run on SAP

7. SAP – for the largest, and the smallest businesses
mySAP “R/3”
Fortune 1,000
mySAP All-in-One
Fortune 5,000
mySAP R/3
Company Size
Grow with SAP
mySAP All-in-One
SAP Business ByDesign
Fortune 50,000
SAP Business ByDesign
SAP Business One
SAP Business One
Fortune 500,000
Business Complexity

8. Proven success - SAP Business One
50,000
Projected
2010
Proven success - SAP Business One
20,000+ Business One customers today
37 country versions; 14 Languages
35,000
Projected
2009
Companies that run SAP
are 32% more profitable
than those that don’t
Stratascope Inc. Study
25,000
Projected
2008
18,000
2007
13,500
2006
9,300
2005
5,300
2004
2,200
2003
900
2002

9. A trusted partner, making every customer a best run business.
SAP
Top Ten Club
2008
Since 1994
Customers Served
Deep experience in the
Services Industry
Focused exclusively on
SAP Business One
Install-Train-Implement
Help You Improve Your Business
SAP Pinnacle Award
Innovation
2007
SAP Reselling Partner of the Year
2006
SAP New Customer Excellence
2006
SAP Best New Partner of the Year
2005

10. The current state of information systems: Patchwork silos – Islands of Information

11. One Application - One View SAP Business One
Business Management Software

12. Optional Software Development Kit – Extensibility
Real-time Reporting, Drill to Detail, Company, Product & Customer Business Intelligence
Advanced Technologies - Drag & Relate; Alerts; Work Flow, UI Personalization
Microsoft Office Integration to Word, Excel and Outlook
Financials
Sales
Service
Purchase
Inventory
Operations
Chart of accounts
Accounts Segments
Journal entry
Journal Voucher
Recurrent transaction
Multi-currency
Exchange rate
Financial Reports
Budget
Cost Centers
Sales Tax
Multiple periods
Deposit
Checks
Credits
Receipt
Deferred Payment
Bank Statement and reconciliation
Quotation
Order
Drop Ship
Invoice
Delivery
Return
Multi-currency price lists
Customer management
Gross profit calculation
Sales Analysis
Contact Management
Opportunity Management
Pipeline Management
Forecast and Sales Reporting
Outlook Integration
Warranty Tracking
Cost of Warranty & Repair
Customer Issues Reporting
Service contract management
Customer Equipment Tracking
Service planning
Service tracking and billing to contract and/or time & materials
Customer tracking across interactions
Knowledge Database
Service Call Management
Service Queue Monitoring
Purchase order
Purchase delivery
Purchase return
Purchase invoice
Purchase Credit note
Landed Cost
Vendor Analysis
Vendor Management
Contact Management
Drop Ship
Multi-currency price lists
Alternate & Approved Vendors
Customs Tracking
Manufacturer Number
Multi Warehouse
Items Mgt
Item Query
Price List
Receipt to Stock
Release from Stock
Stock transactions
Warehouse Transfer
Serial Number Management
Batch Management
Consignment Inventory
Obsolete Tracking
Units of Measure Conversion
Standard, Moving Average, & Actual Costing
Picking/Packing
Kitting
Bill of Materials
Phantoms
Production Orders
Back flush
Co-products
Disassembly
Forecasting
Material Planning
Pegging
Daily/Weekly
Replenishment Recommendation
Min/Max/Order Multiples
Property & Parameter Tracking
Drawing & Specification Tracking
Optional Software Development Kit – Extensibility

13. Advanced Module Functionality for your specific industry needs
Work-in-Progress
Change Orders
Document Mgmt
Resource Mgmt
Project Tracking
Project History
Estimating
Timesheets
Project Management
Service &
Repair
Engineer to Order & Make to Order
Make to Stock & Repetitive
Estimate to Actual Reporting
Routing & Labor & Overhead Tracking
Capacity Planning & Scheduling
Discrete
Manufacturing
Engineering Change Control
Revision Control for BOM’s
Approvals
Receiving Inspection
Shop Floor Data Collection
Scrap & Rework
Quality Codes
Engineering & Quality
Payroll & HR
Define Product Series & Models
Features & Options
Compatibility Rules Define
Formulas calculation of quantities, prices, parameters
Publish Online for Customer Self Service
Configurator
Depot/Field
Dispatch & Schedule
Google Maps
Contract Mgt
Quoting
RMA Tracking
Track Time & Expenses
Repair Orders
Document Management
Track training & certifications
Benefits, Accr-uals, Earnings, Deductions
Project Cost
Fixed
Assets
Multiple Methods of Depreciation.
Asset creation from AP
eCommerce
Credit Card Processing & Validation
Touch screen or Bar Code
Inventory Management
Promotions Management
Store Management & Performance Reporting
Retail & POS
History Based Forecasting
Seasonality
Maintain Optimal Stocking Levels
Reduce Inventory & Replenishment Costs
Reduce/Eliminate Stock-Outs
Container Management
Inventory Planning
Wireless Handhelds
Real-time tracking
Warehouse, aisle, row, slot, bin tracking
Inter-warehouse transfers
Cycle Counting
Audit Trails
Labor Efficiency Tracking
Wireless
WMS
Define Variants (Color, Size, Style) Inventory Tracking
Use Matrix in Sales & Purchase Orders
Create a Single Production Run for Multiple SKUs
Sales Analysis by Variant – (Color, Size, Style)
Apparel
Matrix
Increase equipment utilization
Decrease downtime
Cost of Maintenance
Track & Maintain Equipment Specs
Rental Orders & Reservations
Service Orders
Maintenance & Rental
Complete On-line Selling Solution
Order Processing & Notification
Catalogue Mgmt
Mobile Solutions
Sales Mgmt
Order Mgmt
Field Service
Distribution

14. Technology SQL Remote Product architecture MS Office integration API’s
MobileV /Palm
/Blackberry
Web
Remote
Product
architecture
Client-Server Architecture
Thin Client Certified
SQL Database
Client
Intranet
Server
MS Office integration
Excel, Word, Outlook
Terminal
Server
Interfaces
XML Adapter
API’s
XML, HTTP, SOAP,
COM, ODBC, .NET
API (COM)
SQL
Services
Backup

15. If you have questions, email:
Agenda
SAP Business One
New Business System Objectives
Who is SAP
Functionality Overview
Technology Overview
A Day with OEC’s Project Services Operation
If you have questions,
Some Customer Stories
Conclusion, and Next Steps

16. Business One for Project Services
Sales
Quote
Project
Web/
Mobile
Sales
Order
Service
Contract
MS Project
Inventory
Service
Call
Schedule
Delivery
Activities
Labor
Expense
Change
Orders
T&M, Milestone,
Progress & Fixed Bill
Payables
Invoice
AIA/Other
Forms
Receivables

17. OEC - Office Equipment Corporation
Sells, Installs and Services Large and Small Networks
SAP Business One manages their entire business
Sophie:
Sell, Sell, Sell
Wants to make the sale at any price.
Sales Manager
For all Sales & Revenue
Project Manager
For all Projects
Manager:
Accounting Manager
For all Billing and Invoicing

18. A Day with Sophie & the Manager
Control Maverick Discounting
Sophie Quotes A New Server & Printer Install
Discounts outside of policy
Work Flow Approval Required
Sales Quote
Increase Margins & Profitability
Online Approval
Manager receives Approval Request
Reviews Quote, Account & Part History
Approves the Discount Online
Integration
Improve Sales Productivity
Sophie receives Approval Online
s Quote to Customer, Copy Manager
Improve Customer Service
Service Contract
Generates Order from Quote, s
Creates Service Contract & Schedule
Analyzes Service Contract via Drag&Relate
Increase Management Productivity
MS Office Integration
Runs Open Items Report for Invoices
Drills to problem account for collection
Exports to , Excel & Word

19. A Day with Project & Accounting Manager
Increase Project Control
Starts with the Project View Summary
Drills to Service Calls, and Activities
Reviews his Projects
Reduce Revenue Leakage
Approves Change Order
Earthshaker #18 requires an upgrade
Change Order is Approved
Reviews
Schedule
Improve Scheduling Visibility
Reviews the Schedule
Reviews Calendar/Outlook
Reviews MS Project
Improve Customer Service
Data Alerts
Alerts on Projects with Past Due Activities
Alerts on Projects Ready to Invoice
Alerts on Projects Over Budget
Enters Time/ Expense & Bills
Increase Time & Expense Compliance
Manager completes billable activities
Enters his hours and travel costs
Runs Billing Report &Generate Invoice

20. A Day in the Life of the Executive

21. If you have questions, email:
Agenda
SAP Business One
New Business System Objectives
Who is SAP
Functionality Overview
Technology Overview
A Day with OEC’s Project Services Operation
If you have questions,
Some Customer Stories
Conclusion, and Next Steps

22. Success with SAP Business One
Customer Profile
Business: Manufacture & Distribute Plug & Go Security Systems
Key Criteria:
Advanced Reporting capabilities for sales and customer data with Plus One™ Report Manager
The ability to tie warehouse, customer call center, monitoring center, retailers, and manufactures together with one complete system.
Rapid training and implementation.
Navigator Customer.
Las Cruces, NM
Sales Rep: Jeff Kvavle
Customer as of: June 2006
Referred by: SAP Lead
LaserShield Systems, Inc., is headquartered in Las Cruces, New Mexico. Since 1999, LaserShield Systems, Inc., (LSI), has been the World's leading developer of innovative PlugNGo, monitored security solutions. As a leading electronic engineering and design firm, our Company provides proprietary security solutions to both commercial and residential applications in the United States, Canada, Puerto Rico, and Mexico.
The LaserShield brand has grown to be one of the most desired and admired names for consumers. In America, LaserShield products are sold and supported by the largest and most recognized main street and online retailers in America.The LaserShield line offers the only PlugNGo security solution with 24/7 monitoring which can be activated at the point of purchase. This is just one of the industry components that makes LaserShield the fastest, hassle free, security application ever offered to the mass market.
About the Company:
LaserShield Systems, Inc., (LSI), has been the World's leading developer of innovative Plug N Go, monitored security solutions. A leading electronic engineering and design firm, LaserShield Systems provides proprietary security solutions to both commercial and residential applications in the United States, Puerto Rico, and Mexico.”  
Eileen Johanson, General Manager, LaserShield

23. Success with SAP Business One
Customer Profile
Business: Low Energy Warewashing
About Auto-Chlor Systems:
Auto-Chlor System is the national leader in the production and installation of Low Energy Dishmachines, but that's not all.
Auto-Chlor System provides routine 28 day service by a trained field technician that performs preventive maintenance on your dishmachine, delivers and maintains cleaning products and provides on-site staff training. Still, there's more.
Auto-Chlor System also provides Emergency Service. That means that if your dishmachine isn't working at 2 am, your service representative is. Our trained field technician will arrive at your door with the parts needed to repair your machine and keep your operation running smoothly.
Configurator Customer
Atlanta, GA Sales Rep: ?
Customer as of: N/A
Referred by: N/A
Afterburner: The global leader in Flawless Execution. Regardless of a person's country of origin, Fighter Pilots are recognized as the best executers in the world. This has helped create global reach for Afterburner. Afterburner is not about teaching warfare or hyping people up on U.S. patriotism. We are all about one thing: Flawless Execution. Afterburner has offices in the United States, Canada, the United Kingdom, Australia, and India. We have performed training events in 18 countries and have had our materials translated into more than 20 languages. At Afterburner, "Leading the World's Top Corporations to Flawless Execution" is more than just a slogan—it's the foundation of our company.
“SAP Business One is the system taking us to the next level in our company’s growth. We are excited to be continuously moving forward in our business, and with Navigator’s support along the way we feel very comfortable with where we believe we can take things.”
Jim Stewart, Owener, Auto Chlor Systems Denver  

24. Success with SAP Business One
Customer Profile
Business: Plumbing, Heating & Air Conditioning
Key Criteria:
Completely integrated solution throughout the entire organization
Advanced Distribution Capabilities with Integrated Data Collection Stations
Real-time Management of Inventory by Bin Location
Real-time Credit Card pre-authorization and Transaction Processing
Navigator Customer
Salt Lake City, Utah
Sales Rep: Troy Simpson
Customer as of: August 2007
Referred by: Farr Russell Referral
EFI Electronics has been advancing the technology of surge protection for nearly 30 years. Today, EFI provides the most complete and comprehensive portfolio of Surge Protective Devices in the Industry - from the simplest residential systems to mission-critical commercial and industrial applications.
About the Company:
Ellingson Plumbing, Heating & Air Conditioning was established in 1980 by Tom Hills and Pat Ellingson. Since that time we have grown into one of the most respected plumbing and heating contractors in the area. Quality products, dependable service and most of all, highly trained and dedicated employees are the key to our success.

25. Success with SAP Business One
Customer Profile
Business: manufacturer of laser, light-based and radiofrequency devices
Key Criteria:
Consolidation of multiple, disparate solutions
Advanced customer service and scheduling capabilities
Improved customer service and sales opportunity tracking
Ease of Use
Navigator Customer
Westminster, CO
Sales Rep: Grant Fraser
Customer as of: July 2006
Referred by: SAP Lead
Lucent Technologies develops and provides the latest communication technology to its customers in order to help create, build and maintain the most innovative, reliable and costeffective communications network for their growing needs.
Backed by Bell Labs research and development, Lucent uses its strengths in mobility, optical, software, data and voice networking technologies, as well as services, to create new revenue-generating opportunities for its customers, while enabling them to quickly deploy and better manage their networks. Lucent’s target markets include mainly internal customers, however, volume is rapidly increasing as they continue to move into more commercial systems such as communication service providers, governments, and enterprises worldwide.
About the Company:
Alma Lasers' expertise lies in the winning combination of an ability to innovate bringing unique new technologies to the global aesthetic market, balanced by a strategic depth of clinical knowledge and industry experience. Each day, thousands of plastic surgeons, dermatologists, obstetricians, gynecologists and general physicians in 45 countries depend on Alma Lasers to deliver visible results that improve lives.

26. Success with SAP Business One
Customer Profile
Business: Develops High Performing, Durable Blenders for Commercial & Home Use.
Key Criteria:
Integration of Manufacturing and Financials
Management of AssembliesAffordable all-in-one solution
Value: DayOneTM implementation methodology
Navigator Customer
Chandler, AZ
Sales Rep: Jeff Kvavle
Customer as of: December 2006
Referred by: Telemarketing
Nikko Materials is a leading supplier of consumable electronic materials.Ê Products include sputtering targets for semiconductors, sputtering targets for flat panel displays, sputtering targets for data storage devices, and wafers for compound semiconductors.ÊÊ We support our customers globally with manufacturing plants in the U.S. and Japan and sales offices worldwide.
“We knew there were a lot of systems out there which were well used by companies, but we wanted something with a solid name we could depend and rely on. The SAP name has a reputation of reliability, and we have strong connections to several companies who use SAP to support their operations.”
--Steve Quist, CTO, Blendtec

27. Success with SAP Business One
Customer Profile
Business: Hi-End Configurable Servers
Key Criteria:
Fully integrated Business Management Software Solution
Instant Access to Support from a Local Reseller
Customization for unique processes
Value: DayOneTM implementation methodology
Navigator Customer.
Denver, Co
Sales Rep: Jon Odalen
Customer as of: November 2006
Referred by: Ed Manco June 2005
Bron Tapes, Inc. started in Denver, Colorado in We quickly added stocking and converting operations in Arizona, Texas, Nevada, California, Utah, Washington, and Oregon, leading to a combined 150,000 square feet of fully staffed distribution and production facilities.
The Bron Tapes group of companies combine knowledgeable sales staff, precision converting, buying power, competitive pricing, account accuracy and product selection that is so important to our customers. Bron Tapes is dominant in the pressure sensitive tape industry, and plans are to continue to grow and be of service to our customers.
“After dealing with support issues with our previous system, we wanted to have our support at the very least in the same time zone as our company. Navigator has an office literally minutes away giving us instant access to support for our SAP Business One system.”
- John Anderson, CFO, Bosanova

28. Success with SAP Business One
Customer Profile
Business: Healthcare Information Systems Provider
Key Criteria
Advanced Job Costing Capabilities
Inventory and demand planning
Advanced Reporting Capabilities
Data and part number management
Scalable solution compatible with company’s growth
Navigator Customer
Tucson, AZ
Sales Rep: Jeff Kvavle
Customer as of: September 2006
Referred by: Find Accounting
STC offers a web-based disease system with successful real-world deployment history. The system is based upon the CDC NEDSS Logical Data Module (LDM) and can be used to report diseases to both federal and local agencies. The application is designed to be an integral component of a statewide disease, bioterrorism, and emergency preparedness system.
“With Business One we continue to see improved profitability due to our better knowledge of what is going on in every aspect of our business. This, in turn, allows us to continue improving all of our processes.”  
Michelle Howell, CPA

29. If you have questions, email:
Agenda
SAP Business One
New Business System Objectives
Who is SAP
Functionality Overview
Technology Overview
A Day with OEC’s Project Services Operation
If you have questions,
Some Customer Stories
Conclusion, and Next Steps

30. New Business System Objectives
Grow Revenue & Profits
Monitor Operations in Real-Time
Operations
Increase Control & Visibility of Projects
Reduce Revenue Leakage
Improve Customer Service
Increase Utilization of Resources
System Objectives
Manage One Integrated Application
Improve Communication
Improve Access to Data
Business Alerts & Workflow

31. Some Results: Inventory: 12% Planning Time: 85% Revenue: 10%
Back Orders: 12%
Inventory Turns: 6 Fold
Customer Service:
Customer Retention:
Companies that run SAP
are 32% more profitable
than those that don’t
Stratascope Inc. Study
Time to Value: Less than 3 months

32. Why an SAP Business One Solution
Your Investment for the Long Run
SAP’s experience
35 years, 50,000 Installations, Millions of Users
Lower Total Cost of Ownership
Value: DayOne – Installed, Trained, Using the Software, with Your Data
Next Steps to Succeed with SAP Business One
Evaluate Business One for YOUR company
users and locations, optional software features,
specific training needs, your desired “go-live” time frame.
Review Ball Park Solution Costs
Review Financing & Payment Options
Review Implementation and “Go-Live” time line.
Presentation of YOUR business solution to management

33. Customer Relationship Customer Relationship questions: BrianH@NB1S.com
SAP Business One
Affordable Power
for Small & Mid Sized Businesses
Manufacturing
Distribution
Services
10:00 AM – 11:00 AM
Mountain Time, Friday
Make to Order/Stock
Manufacturing
Distribution
& Inventory Planning
Project Management
& Project Costing
11:00 AM – 11:30 AM
Mountain Time, Friday
Finance
& Accounting
Customer Relationship
- Sales
Field Service
& Depot Repair
11:30 AM – 12:00 PM
Mountain Time, Friday
Reporting
& Technology
Web Tools
& eCommerce
Customer Relationship
– Service/RMA’s
questions:
Meet ID:
Phone:
Access:
Meet ID:
Phone:
Access:
Meet ID:
Phone:
Access:

34. Mobile Services
Extend SAP Business One to field service consultants or technicians with access to the following:
Business Partners & Contacts
Ability to Manage Inventory
Service calls & equipment cards
Signature capture
Forms & surveys

35. Export Project(s) to MS Project