SAP Business One Affordable Power for Small

1
SAP Business One Affordable Power for Small
Mid Sized Businesses
Manufacturing
Distribution
Services
Distribution Inventory Planning
1000 AM 1100 AM Mountain Time, Friday
Make to Order/Stock Manufacturing
Project Management Project Costing
Customer Relationship - Sales
Finance Accounting
1100 AM 1130 AM Mountain Time, Friday
Field Service Depot Repair
Reporting Technology
Web Tools eCommerce
1130 AM 1200 PM Mountain Time, Friday
Customer Relationship Service/RMAs
www.gotomeeting.com/join questions
BrianH_at_NB1S.com
Meet ID486-323-888 Phone
641-715-3210 Access 486-323-888
Meet ID 971-849-781 Phone
309-946-4588 Access 971-849-781
Meet ID 885-867-343 Phone
207-203-2018 Access 885-867-343
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SAP Business One Affordable Power for Small Mid
Sized Businesses

• Solutions for
• Field Service Depot Repair

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Agenda
SAP Business One
New Business System Objectives

• Quick Recap of
• Who we are
• Functionality Technology

A Day with OECs Service Department
If you have questions, email BrianH_at_NB1S.com
Conclusion
4
New Business System Objectives

• Business
• Grow Revenue Profits
• Monitor Customer Service in Real-Time
• Operations
• Improve Tracking of Customer Equipment Service
  History
• Improve Efficiency of Service Ticket Processing
• Increase Revenue and Cash Flow
• Provide a 360 Degree View of the Customer
• System
• Manage One Integrated Application
• Improve Communication
• Improve Access to Data
• Business Alerts Workflow

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Who we are

• SAP - Systems, Applications Products
• Largest Business Software Company
• mySAP for Very Large Companies
• SAP Business One for Smaller Companies
• Over 20,000 Companies run SAP Business One

Companies that run SAP are 32 more profitable
than those that dont Stratascope Inc. Study
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Who we are

• Navigator Business One Solutions
• 1000 Business Systems since 1994
• Focused exclusively on SAP Business One
• SAP Gold Partner
• Top Ten Club 2008
• Pinnacle Award 2007
• Partner of the Year 2006

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One Application - One View SAP Business One
SQL, .net, Web, Remote
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Agenda
SAP Business One
New Business System Objectives

• Quick Recap of
• Who we are
• Functionality Technology

A Day with OECs Service Department
If you have questions, email BrianH_at_NB1S.com
Conclusion
9
OEC - Office Equipment Corporation

• Sells Services Equipment to Businesses
• Field Service and Depot Repair
• SAP Business One manages their entire business

Depot Service Manager Manages Quoting, Repair and
Billing Wants to ensure quick turn around
Manager
Field Service Manager Manages Service Contracts,
Technicians Wants to ensure quick and accurate
billing
Manager
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A Day with the Depot Service Manager
Creates Service Call
One Integrated System
Customer drops off an LM4029 needing
repair Creates a Service Call for
Tracking Creates new customer, phone, email
Improved Communication
Quote Item Repair
Repair is inspected Quote on repair items and
costs emailed
Increase Tracking of Orders Inventory
Process Repair Order
Quote is accepted Repair is made Labor and Parts
Recorded
Increase Revenue Cash Flow
Bill Repair Order
Repair is billed. Customer Picks it Up.
Increase Customer Retention
Account Flag Follow Up
Flag customer for quality call follow up
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A Day with the Field Service Manager
Creates Service Call
One Integrated System
Receives a Call from a Customer - Parameter 360
Degree Service View Customer Drills to Service
Contract
Improve Visibility Profitability
Service Contract Equipment
Drills to Equipment Card S10000 Creates a
Service Call to track the issue Flags the Service
Call as Field Service
Monitor Improve Customer Satisfaction
Dispatch the Technician
Reviews the Dispatch Window Dispatch the
Technician for right now Where are the
Technicians Now?
Increased Responsiveness
Technician Completes Ticket
Technician receives call via Mobile Updates with
Hours and Parts Used Synchronizes service call to
Server
Increased Revenue Cash Flow
Process Bill Work
Reviews Tickets Ready for Billing Creates
Invoices and Closes Tickets
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A Day in the Life of the Executive
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Agenda
SAP Business One
New Business System Objectives

• Quick Recap of
• Who we are
• Functionality Technology

A Day with OECs Service Department
If you have questions, email BrianH_at_NB1S.com
Conclusion
14
New Business System Objectives

• Business
• Grow Revenue Profits
• Monitor Customer Service in Real-Time
• Operations
• Improve Tracking of Customer Equipment Service
  History
• Improve Efficiency of Service Ticket Processing
• Increase Revenue and Cash Flow
• Provide a 360 Degree View of the Customer
• System
• Manage One Integrated Application
• Improve Communication
• Improve Access to Data
• Business Alerts Workflow

15
SAP Business One Affordable Power for Small
Mid Sized Businesses
Manufacturing
Distribution
Services
Distribution Inventory Planning
1000 AM 1100 AM Mountain Time, Friday
Make to Order/Stock Manufacturing
Project Management Project Costing
Customer Relationship - Sales
Finance Accounting
1100 AM 1130 AM Mountain Time, Friday
Field Service Depot Repair
Reporting Technology
Web Tools eCommerce
1130 AM 1200 PM Mountain Time, Friday
Customer Relationship Service/RMAs
www.gotomeeting.com/join questions
BrianH_at_NB1S.com
Meet ID486-323-888 Phone
641-715-3210 Access 486-323-888
Meet ID 971-849-781 Phone
309-946-4588 Access 971-849-781
Meet ID 885-867-343 Phone
207-203-2018 Access 885-867-343
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Mobile Services

• Extend SAP Business One to field technicians with
  access to the following
• Business Partners Contacts
• Ability to Manage Truck Inventory
• Service calls equipment cards
• Signature capture
• Forms surveys