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Make Every Customer a Best Run Business The Best Run Businesses Run SAP Distribution & Inventory Planning Customer Relationship - Sales Finance & Accounting.

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Presentation on theme: "Make Every Customer a Best Run Business The Best Run Businesses Run SAP Distribution & Inventory Planning Customer Relationship - Sales Finance & Accounting."— Presentation transcript:

1 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Distribution & Inventory Planning Customer Relationship - Sales Finance & Accounting Reporting & Technology Web Tools & eCommerce 10:00 AM – 11:00 AM Mountain Time, Friday 11:00 AM – 11:30 AM Mountain Time, Friday 11:30 AM – 12:00 PM Mountain Time, Friday www.gotomeeting.com/join questions: BrianH@NB1S.com BrianH@NB1S.com Meet ID:486-323-888 Phone: 641-715-3210 Access: 486-323-888 Meet ID: 971-849-781 Phone: 309-946-4588 Access: 971-849-781 Make to Order/Stock Manufacturing Project Management & Project Costing Field Service & Depot Repair Customer Relationship – Service/RMA’s Meet ID: 885-867-343 Phone: 207-203-2018 Access: 885-867-343 SAP Business One Affordable Power for Small & Mid Sized Businesses ManufacturingDistributionServices

2 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Solutions for Make to Order & Make to Stock Manufacturing SAP Business One Affordable Power for Small & Mid Sized Businesses

3 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Agenda Technology Overview Functionality Overview Some Customer Stories A Day with OEC’s Manufacturing Operation Who is SAP Conclusion, and Next Steps SAP Business One New Business System Objectives If you have questions, email: BrianH@NB1S.com

4 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Business –Grow Revenue & Profits –Monitor Operations in Real-Time Operations –Reduce Order Lead Times –Reduce Work in Process and Inventory –Reduce Overtime and Cost Overruns –Increase Utilization of Resources System Objectives –Manage One Integrated Application –Improve Communication –Improve Access to Data –Business Alerts & Workflow New Business System Objectives

5 Make Every Customer a Best Run Business The Best Run Businesses Run SAP 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 Make Every Customer a Best Run Business The Best Run Businesses Run SAP 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 Make Every Customer a Best Run Business The Best Run Businesses Run SAP SAP – for the largest, and the smallest businesses SAP Business One Fortune 500,000 mySAP “R/3” Fortune 1,000 mySAP All-in-One Fortune 5,000 SAP Business ByDesign Fortune 50,000 SAP Business One SAP Business ByDesign mySAP All-in-One mySAP R/3 Grow with SAP Company Size Business Complexity

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

9 Make Every Customer a Best Run Business The Best Run Businesses Run SAP A trusted partner, making every customer a best run business. SAP Reselling Partner of the Year 2006 SAP New Customer Excellence 2006 SAP Best New Partner of the Year 2005 SAP Top Ten Club 2008 SAP Pinnacle Award Innovation 2007 Since 1994 1000 + Customers Served Experienced in the Manufacturing Industry Focused exclusively on SAP Business One Install-Train-Implement Help You Improve Your Business

10 Make Every Customer a Best Run Business The Best Run Businesses Run SAP The current state of information systems: Patchwork silos – Islands of Information

11 Make Every Customer a Best Run Business The Best Run Businesses Run SAP One Application - One View SAP Business One Business Management Software

12 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Items management 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 Inventory 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 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 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 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 OperationsPurchase SalesFinancials Software Development Kit – Extensibility to Advanced Modules 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 Service “Live” Reporting, Data Navigation, Company & Customer Business Intelligence Advanced Technologies (Drag & Relate; Alerts; Work Flow, UI Customization…) Microsoft Office Integration to Word, Excel and Outlook

13 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Multiple Methods of Depreciation. Asset creation from AP Define Product Series & Models Features & Options Compatibility Rules Define Formulas calculation of quantities, prices, parameters Publish Online for Customer Self Service Configurator Complete On-line Selling Solution Order Processing & Notification Catalogue Mgmt eCommerce Engineer to Order & Make to Order Make to Stock & Repetitive Estimate to Actual Reporting Routing & Labor & Overhead Tracking Capacity Planning & Scheduling Discrete Manufacturing Dispatch & Schedule Google Maps RMA Tracking Track Time & Expenses Web Based T&E Entry Recurring Billing Document Management Service & Repair Advanced Module Functionality for your specific industry needs Credit Card Processing & Validation Touch screen or Bar Code Inventory Management Promotions Management Store Management & Performance Reporting Retail & POS 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 Engineering Change Control Revision Control for Items, BOM’s, Purchase & Sales Order Approvals Mass BOM Updates Receiving Inspection Shop Floor Engineering & Quality Work-in-Progress Milestone billing Document Mgmt Resource Mgmt Project Tracking Project History Estimating Timesheets Project Management Automatically Maintain Optimal Stocking Levels Reduce Inventory & Replenishment Costs Reduce/Eliminate Stock-Outs Inventory Investment Analysis Automatic Systems Alerts Inventory Planning Track training & certifications Benefits, Accr- uals, Earnings, Deductions Payroll & HR Real-time tracking Warehouse, aisle, row, slot, bin tracking Inter-warehouse transfers Cycle Counting Audit Trails Labor Efficiency Tracking RF Enabled Handhelds Warehouse Management Fixed Assets Mobile Solutions Sales Mgmt Order Mgmt Field Service Distribution Project Cost

14 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Technology  Client-Server Architecture  Thin Client Certified  SQL Database Product architecture  Excel, Word, Outlook MS Office integration  XML, HTTP, SOAP, COM, ODBC,.NET API’s Server E-Mail Backup API (COM) XML Adapter Services Client Interfaces Terminal Server Web Intranet MobileV /Palm /Blackberry Remote SQL

15 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Agenda Technology Overview Functionality Overview Some Customer Stories A Day with OEC’s Manufacturing Operation Who is SAP Conclusion, and Next Steps SAP Business One New Business System Objectives If you have questions, email: BrianH@NB1S.com

16 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Business One for Make to Order Manufacturing Sales Order Production Order Delivery Invoice Schedule Sales Quote Purchase Materials Purchase Services Data Collection Labor & Overhead Inventory Quality Material Planning Inventory Receivables Payables Estimating Receiving Configure Features/ Options Materials/ Operations Web

17 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Sales Manager For all Sales & Revenue Sell, Sell, Sell Wants to make the sale at any price. Production Manager For all Engineering & Production Sophie: Manager: Shop Floor Supervisor For the Shop Floor Schedule & Data Collection OEC - Office Equipment Corporation Manufactures and Sells Equipment to Businesses SAP Business One manages their entire business

18 Make Every Customer a Best Run Business The Best Run Businesses Run SAP A Day with Sophie & the Manager Sophie Quotes Std & Custom Printers Discounts outside of policy Work Flow Approval Required Sales Quote Sophie receives Approval Online Emails Quote to Customer, who accepts Generates Order from Quote, Emails Email Integration Runs Open Items Report for Invoices Drills to problem account for collection Exports to Email, Excel & Word MS Office Integration Manager receives Approval Request Reviews Quote, Account & Part History Approves the Discount Online Online Approval Manager sees this is a Special Order Links a Direct Production Order to Line Analyzes Production Order via Drag&Relate Make To Order Eliminate Maverick Discounting Improve Sales Productivity Increase Margins & Profitability Improve Customer Service Increase Management Productivity

19 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Business One for Make to Stock Manufacturing Sales Order Production Order Delivery Invoice Schedule Purchase Materials Purchase Services Data Collection Labor & Overhead Inventory Quality Material Planning Inventory Receivables Payables Receiving Kanban Sales Forecast

20 Make Every Customer a Best Run Business The Best Run Businesses Run SAP A Day with the Production Manager Alert for new Bill Of Material (BOM) Drills to Part, BOM, Eng Change Notice Approves the New BOM Online On Line Engineering Reviews the Production Schedule Reviews Priorities & Overdue Items Sends Schedule to MS Project Schedule Production Production Reports Runs a Material Plan with new Forecast Views the Order Recommendation Report Creates Production and Purchase Orders Material Planning Alert on Customer Delivery Issues Creates PO for Outside Service & Receives Late Production Orders, Receipts, Stock Outs Data Alerts Increase Engineering Productivity Improve Scheduling & Reduce Overtime Increase Planning Productivity Improve On-time Delivery Improve Access to Data Job Cost Report Sample Reports

21 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Data Collection for Production Bar Code Data Collection for Production & Quality Supports PC Workstations, Tablets or Wireless Hand Held's Data Collection with: Bar Code Entry Touch Screen Quality Data Collection Reporting

22 Make Every Customer a Best Run Business The Best Run Businesses Run SAP A Day with the Shop Floor Supervisor Dispatch & Traveler Data Collection Collect Quality Information Scrap & Reason Codes Quality Reporting Shop Schedule Paperless Shop Floor Increase Shop Floor Productivity Reduce Overtime Improve On-Time Delivery Improve Employee Training & Productivity Improve Product Quality Tracking Shop Dispatch Report Bar Coded Travelers Labor and Materials via Touch Screen or Bar Code View Drawings Work instructions Videos for training In Report Form MS Project Advanced Planning

23 Make Every Customer a Best Run Business The Best Run Businesses Run SAP A Day in the Life of the Executive

24 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Agenda Technology Overview Functionality Overview Some Customer Stories A Day with OEC’s Manufacturing Operation Who is SAP Conclusion, and Next Steps SAP Business One New Business System Objectives If you have questions, email: BrianH@NB1S.com

25 Make Every Customer a Best Run Business The Best Run Businesses Run SAP “Having something simple yet powerful was number one on our list of criteria for a business system for our start up company. We were also very familiar with the SAP name as well, so having a software system custom tailored to our business from SAP which fell well within our budget is an absolute advantage.” Ron Simonetti, CEO, Carpet Cushions Industies, LLC Customer Profile Located: Las Vegas, Nevada Business: Manufacture and Distribute Foam, Fiber, and Rubber Carpet Padding. Key Criteria: Advanced manufacturing capabilities A reliable solutions from a trusted partner Advanced Reporting capabilities for sales and customer data with Crystal One™ Report Manager Value: DayOneTM implementation methodology Success with SAP Business One Carpet Cushions Industries, LLC

26 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Customer Profile Business: Manufacture down-hole cup seals and gaskets used by the oil and gas industry in reciprocating pumps. Key Criteria: Gain visibility into key business processes Develop systems and procedures to comply with Sarbanes-Oxley requirements Build economical but scalable IT system "We knew we wanted to grow; we knew we had a marketable product, but we just weren’t able to get a handle on what performance problems were holding us back.” Mike Baugh, Owner, Darcova Success with SAP Business One

27 Make Every Customer a Best Run Business The Best Run Businesses Run SAP “When evaluating our choices in business software, DryLoc was on the verge of very rapid growth in production. We needed a system scalable and able to adapt to such growth. Also, something quick to implement was essential for us to keep up with increased demand. SAP Business One, along with the “One Day to Value”, filled both these needs perfectly.” Matt Freestone, CTO Customer Profile Business: Interlocking Exterior Siding & Laminate Flooring Key Criteria: Advanced manufacturing capabilities Scalable solution for rapid growth Job tracking and production visibility Advanced reporting capabilities Value: DayOneTM implementation methodology Success with SAP Business One

28 Make Every Customer a Best Run Business The Best Run Businesses Run SAP “Having come from an environment with a myriad of point solutions, we didn't want to have to piece packages together. The fact that SAP had all the software we needed loaded into a single integrated system made the difference. They had the total solution!” Dale Morey, IT Manager Customer Profile Business: Premium Ice Creams and Ice Cream Mixes Key Criteria: Enterprise-wide integration of multiple facilities Remote order processing and invoice generation Consolidation of multiple, disparate solutions Inventory, warehousing, and production control Value: DayOne™ implementation methodology Success with SAP Business One

29 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Customer Profile Business: Innovative Spinal Technologies Key Criteria: Fully integrated Business Management Software Solution for all areas of the organization Specific FDA Serial and Lot Control Requirements Ability to handle RMA for Return of Products for Repair Advanced Distribution and Inventory Planning “SAP Business One allows us to manage our business all through one integrated system. The reporting capabilities included right out of the box are extremely simply for our employees to manage and use, and are much more powerful than what we’ve seen from any other system.” Sue Stewart, Vice President, Lanx Inc Success with SAP Business One

30 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Customer Profile Business: Custom Window Coverings for Large Hotels/Casinos Key Criteria: A single business solution that could handle: complex installation service projects (2000+ rooms) manufacturing of window covering to supply the installation Success with SAP Business One “We wanted a system that we could recommend and install at our smaller divisions, so we can standardize on a single solution. SAP Business One provided excellent financials and operational functionality, and when combined with the Advanced Job Costing Module is a perfect solution for our needs”

31 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Customer Profile Business: Manufactures Surge Protective Devices Key Criteria: Easily customizable to specific business needs Ease of transferring data in and out of the system Affordable business management solution Intuitive design and user-friendly interface “SAP Business One was the most cost effective of all the solutions we looked at when making our decision. The key thing that brought us over, however, was the fact that we could get local support. This peace of mind is what won us over.” --Steve Wallace, CFO, EFI Electronics Success with SAP Business One

32 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Customer Profile Business: Internationally Recognized as a Global Leader in Metal Sawing Solutions Key Criteria: Ease of operation Value for the price Reliable Low cost of operation Business Objective: “Innovation is what sets us apart. We were the first company to introduce swing-head versatility on our scissors-style saws and have always led the way in offering customers the widest range of saws as well as producing the heaviest machines in every class.” Success with SAP Business One

33 Make Every Customer a Best Run Business The Best Run Businesses Run SAP About their system: Configurator Professional Edition 5 Users connected to SAP Business One SQLServer Customer Profile Business Focus: Furniture & Fixtures – Office Chairs & Wooden Furniture About the company & their products: LIFEFORM manufactures office seating and wood furniture for the modern office environment. Founded in 1976, LIFEFORM initially built residential furniture, gradually moving into office furniture which, since the mid 1980's, has become the entire focus of the business. All Lifeform chairs are hand made, using only the finest materials available. Elegantly stitched seats and backs exude style and sophistication. Business Success with the Configurator

34 Make Every Customer a Best Run Business The Best Run Businesses Run SAP About their system: Configurator Professional Edition 5 Users connected to SAP Business One SQLServer Customer Profile Business Focus: Commercial Doors – Security Closures & Shutters About the company & their products: Metro Door is one of the nation's leading suppliers of quality security closures. Our product line includes security grilles, counter shutters and coiling service doors. Founded in 1980, Metro Door has sold thousands of grilles, doors and shutters for interior and exterior applications in every part of America. Business Success with the Configurator

35 Make Every Customer a Best Run Business The Best Run Businesses Run SAP “We found SAP Business One® to be a simple yet powerful system for our staff to work with. This is critical since our employees need to stay focused on managing customer relationships and producing quality products, not struggling with technology.” Fielding Smith, VP of Operations Customer Profile Business: Health & Beauty Supply Manufacturer/Distributor Key Criteria: Rapid Implementation o Flash Book (computer-based training program) o Value: DayOne TM Implementation methodology Ease of Use CRM Integration Success with SAP Business One

36 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Agenda Technology Overview Functionality Overview Some Customer Stories A Day with OEC’s Manufacturing Operation Who is SAP Conclusion, and Next Steps SAP Business One New Business System Objectives If you have questions, email: BrianH@NB1S.com

37 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Business –Grow Revenue & Profits –Monitor Operations in Real-Time Operations –Reduce Order Lead Times –Reduce Work in Process and Inventory –Reduce Overtime and Cost Overruns –Increase Utilization of Resources System Objectives –Manage One Integrated Application –Improve Communication –Improve Access to Data –Business Alerts & Workflow New Business System Objectives

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

39 Make Every Customer a Best Run Business The Best Run Businesses Run SAP 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

40 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Distribution & Inventory Planning Customer Relationship - Sales Finance & Accounting Reporting & Technology Web Tools & eCommerce 10:00 AM – 11:00 AM Mountain Time, Friday 11:00 AM – 11:30 AM Mountain Time, Friday 11:30 AM – 12:00 PM Mountain Time, Friday www.gotomeeting.com/join questions: BrianH@NB1S.com BrianH@NB1S.com Meet ID:486-323-888 Phone: 641-715-3210 Access: 486-323-888 Meet ID: 971-849-781 Phone: 309-946-4588 Access: 971-849-781 Make to Order/Stock Manufacturing Project Management & Project Costing Field Service & Depot Repair Customer Relationship – Service/RMA’s Meet ID: 885-867-343 Phone: 207-203-2018 Access: 885-867-343 SAP Business One Affordable Power for Small & Mid Sized Businesses ManufacturingDistributionServices

41 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Sample Production Reports

42 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Shop Dispatch Report and Bar Code Traveler

43 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Schedule Reporting

44 Make Every Customer a Best Run Business The Best Run Businesses Run SAP Data Collection System for Production and Quality


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