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iQuote Demo. Agenda. Implementation Overview at Laird Technologies iQuote Demonstration ISS Group Overview Q&A. iQuote History. Developed by ISS Group in cooperation with Laird Technologies to accomplish the following business objectives: Improved Quote Turnaround Time
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Agenda • Implementation Overview at Laird Technologies • iQuote Demonstration • ISS Group Overview • Q&A
iQuote History • Developed by ISS Group in cooperation with Laird Technologies to accomplish the following business objectives: • Improved Quote Turnaround Time • Standardized Global Pricing • Global Quotation Visibility • Improved Quotation Pricing Control • Quotation History • Quotation Metrics • Laird Technologies is a $1.2B global manufacturer w/ HQ in St. Louis and operating facilities in 17 countries. Laird is an MFG/PRO user organization with over 25 instances of MFG/PRO implemented around the world
iQuote Highlights • Web 2.0 based application developed with Progress technology • Flexible workflow for Quote Approval (including Mobile approval ability) • Auto eMail alerts to Approvers and Quote Originator • Global Quote Visibility • All sites, all product lines in one database • Fully Integrated to QAD • Shares Master Data in real-time (Customers, parts, product lines, OEM Codes, etc) • Uses standard QAD pricing logic and Price Lists • Creates MFG/PRO Sales Orders upon Customer acceptance • Create Quotes for existing as well as new Customers and Items ******* 1 MFG/PRO user license per hundreds of iQuote users
What’s next with iQuote? • Mobile Deployment (available now!) Provides functionality to allow a web enabled mobile device user (ie; Blackberry, Windows Powered Devices) to access his/her quotes which need to be reviewed, and provide easy to use review and approve/reject functionality. • iQuote Portal (beta release 4/30/09) An iQuote add-on solution utilizing Microsoft SharePoint technology to facilitate collaboration with Customers and internal resources for new product design/requests. Come to our booth at the Vendor fair to see both of these exciting enhancements!
iQuote ‘quote’ (no pun intended) “Aggressive growth and business acquisitions have resulted in multiple, disparate sales quote tracking systems within Laird Technologies. This has hindered our ability to reduce quote lead times and analyze sales cycles enterprise-wide. It was critical to Laird Technologies that we have a sales quote tracking tool that is fully integrated to our QAD MFG/PRO (EA) system, is web-enabled and provides a quick and easy workflow to manage the sales quote process. In ISS we found a partner who brings a wealth of QAD MFG/PRO (EA) knowledge as well as the ability to develop and deliver a system on time and within budget.” Todd Rumsey, CIOLaird Technologies
ISS Group: Summary • Founded in 1986 (www.issgroup.net) • Marketed and implemented ERP solutions for Manufacturers and Distributors from 1986 – 2000 (MFG/PRO 1995 – 2000) • Developed eCommerce application called ‘MFG/PRO on the Web: Trading Partner Transactions’ (TPT) in cooperation with QAD in 1995 • Started marketing and implementing Sales Automation solutions in 2000 (Siebel 2000-2001, Microsoft CRM 2001 – present) • Developed iQuote v1.0 for Laird Technologies in 2008 • Progress Application Solutions Provider since 1989 • Microsoft Gold Certified Partner for MS Dynamics CRM since 2001 • MFG/PRO Clients include Laird Technologies, GHSP, John Crane, ANH Refractories, Ingersoll Rand, Tyco, Eaton, Dorman Products, Souriau, Ditech Networks, Aspect Medical, Conceptus, Remy International, Block, Wellman Products, and many more • Focused on Web-Enabling MFG/PRO related business processes in Sales, Purchasing, Marketing and Customer Service
Web-Enabling MFG/PRO since 1995 Web enabling MFG/PRO related business processes SAVES $$$$ in license and maintenance fees, as well as reduces operational costs and improves resource productivity. • Quote to Sales Order • Requisition to Purchase Order • Product Design Collaboration • MFG/PRO Queries • Contact Management • Sales Call Scheduling • Sales Call Follow-up • Customer Service Activities • Sales Dashboards • Supply Chain Alerts • Mobile
Additional ISS Group Solutions for MFG/PRO iPurchase™: A web-based MRO Purchasing solution for creating P.O. Requisitions, electronically routing them through an organizational approval hierarchy, and automatically creating MFG/PRO Purchase Orders upon requisition approval. iPortal™: An Employee facing web-based portal providing real-time Shopping Cart Sales Order Entry, Order History, Invoice History, A/R Inquiry, Stock Status Inquiry, Pricing Inquiry, and more. iMobile™: A mobile solution providing critical iPortal, iPurchase and iQuote functionality for web enabled mobile devices. iCRM™: An on-premise or on-demand (hosted) solution providing Contact/Sales Management, Marketing Campaigns, and Customer Service Functionality. iBridge™: An Integration solution providing real-time bi-directional data transfer between MFG/PRO and iCRM iDecisions™: An end-user Business Intelligence solution combining MFG/PRO sales and CRM activity data.
Questions/Comments? • Contact Andy Weinstein • 973-879-6077 • aweinstein@issgroup.net • sales@issgroup.net