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Shop 9000 Product Review. 2007 Visual User Group Nov 21 st 2007. New Products. VISUAL to Microsoft Dynamics CRM Connector SharePoint Quality Management Module SharePoint Project Management Modules VISUAL Project Management and Knowledgebase Internal Project Management
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Shop 9000 Product Review 2007 Visual User Group Nov 21st 2007
New Products • VISUAL to Microsoft Dynamics CRM Connector • SharePoint Quality Management Module • SharePoint Project Management Modules • VISUAL Project Management and Knowledgebase • Internal Project Management • SharePoint VISUAL Collaboration Centre
VM-CRM Connector • Features • Immediate update of VISUAL upon the creation of a new • Account (customer) • Contact • VISUAL Order and Invoice transfer to CRM • User definable timing • Manual transfers
VM-CRM Connector Immediate transfer between Dynamics CRM and VISUAL User defined timed updates or manual updates
VM-CRM Connector CRM Account Transfer to VISUAL
VM-CRM Connector CRM Contact Transfer to VISUAL
VM-CRM Connector Orders / Invoices Synchronization Engine
VM-CRM Connector VISUAL Orders transferred to Dynamics CRM
VM-CRM Connector VISUAL Invoices transferred to Dynamics CRM
SharePoint Quality Mgt • Features • Quality document management • FMEA, Inspection Plans, Product, Process, SOP and user definable document lists • Version control • Document approval workflow capabilities • NCM event management • Corrective Actions management • Customer and Vendor Involvement • Communications tracking • NCM/CA tracking • Document tracking • Change Request management • Event management • Team Discussion boards • Collaborative environment • Technical Features • Based on Windows SharePoint Services 3.0, with no additional licenses required • Native SharePoint implementation, with user definable lists and configurations • Network security based, with no additional logins required
SharePoint Quality Mgt Full-text document search engine Quality home page – visibility of Quality Department Events
SharePoint Quality Mgt Document management, with version control, check-in/out functions, and approval workflows Organize documents through customized document attributes (metadata)
SharePoint Quality Mgt Establish document list approval workflows.
SharePoint Quality Mgt NCM management, along with associated Corrective Actions
SharePoint Quality Mgt Customizable Change Requests
SharePoint Quality Mgt Manage all quality related Customer information
SharePoint Quality Mgt Manage all quality related Vendor information
SharePoint Quality Mgt Collaboration includes Discussions
SharePoint Project Mgt • Features • Project Dashboard highlights overdue tasks and issues. • Multiple project capabilities, with filtering of tasks, lists based on project ID • Task management with drag and drop Gantt Chart view • Issues management • FAQ and Knowledge Base management, with collaborative Wiki based KB Article creation • Document management with version control and approval workflow capabilities • SharePoint E-mail to list capabilities for ease of document collection • Customizable lists for your unique project management requirements • Collaborative environment • Technical Features • Based on Windows SharePoint Services 3.0, with no additional licenses required • Native SharePoint implementation, with user definable lists and configurations • Network security based, with no additional logins required
SharePoint Project Mgt Collaborative environment with easy to use Project Task Gantt Charting
SharePoint Project Mgt Design Project Task forms to suite your specific needs. Manage task Assignments, Status and % Complete Attach documents directly to tasks
SharePoint Project Mgt Monitor Project Status using an informative Project Dashboard
SharePoint Project Mgt Expedite project activities that are behind schedule from the Overdue Items page
SharePoint Project Mgt Track project Issues. Mine your issues and resolutions to build your FAQ and KB for future reference and training
SharePoint Project Mgt Keep projects on track by managing and expediting Service Requests
SharePoint Project Mgt Document repository, complete with version control, check in/out and workflow capabilites
SharePoint Project Mgt Track project “lessons learned” for current and future reference using a simple FAQ structure
SharePoint Project Mgt Established repository for Training Materials and links to training sites
SharePoint Project Mgt Wiki based KB Article creation Build a Knowledge Base for your project for current and future reference and training
SharePoint VCC • Features • Role based interfaces to VISUAL Manufacturing information • 4 predefined roles • Executive / CFO • Sales • Purchasing • Plant Manager / Shop Floor • Predefined data views into VISUAL without licensing requirements • Customizable lists for your unique departmental or role requirements • Configurable Document and List management • Technical Features • Based on Windows SharePoint Services 3.0, with no additional licenses required • Native SharePoint implementation, with user definable lists and configurations • Network security based, with no additional logins required
SharePoint VCC VISUAL - Sales Focus
SharePoint VCC VISUAL – Executive/CFO Focus
SharePoint VCC VISUAL – Plant Manager Focus
SharePoint VCC VISUAL – Purchasing Dept Focus
SharePoint VCC VCC Homepage for general company collaboration
Shop 9000 Product Review 2007 Visual User Group Nov 21st 2007