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Roadmap 2.3 - Assistance PSA for CRM 2011

. Roadmap 2.3 - Assistance PSA for CRM 2011. And Now Everything Comes Together…. Roadmap. Q2 2012. March 30 - 2012. December 2011. February 24 - 2012. Version Rollup 4.5. Sales Forecast via Project, Timesheet and Central Gantt Chart and Activity Planning

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Roadmap 2.3 - Assistance PSA for CRM 2011

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  1. . Roadmap 2.3 - Assistance PSA for CRM 2011 • And Now Everything Comes Together…

  2. Roadmap Q2 2012 March 30 - 2012 December 2011 February 24 - 2012

  3. Version Rollup 4.5 • Sales Forecast via Project, Timesheet and Central • Gantt Chart and Activity Planning • Timesheet with Outlook integration on Office 365 • Automated License File Upload • Invoices Preview • Expense Claim • Batch invoicing with Expenses

  4. Version Rollup 5 • Installment and Invoice scheme per Project • Actual hours per Project Activity • Surcharges on hourly rates • Batch Invoicing as PDF and send as Email CRM Activity • Gantt Chart extended with Utilization % and Hour Type • Gantt Chart can be linked with Sales Forecast and Calculation Sheet • Change User in Timesheet • Vacation Registration and Balance

  5. Concept Assistance PSA R5 Opportunities Leads Accounts Price List Products Campaigns Contacts HRM Project and Contract management Time and Expenses Expense Claim Project Calculation Project SalesForecast Project ActivityPlanning Project ResourcePlanning Invoices MicrosoftDynamics NAV/GP/AX MicrosoftOutlook

  6. Concept Assistance PSA R5 Opportunities Leads Accounts Accounts Price List Price List Products Products Campaigns Contacts Contacts HRM HRM Project and Contract management Project and Contract management Time and Expenses Time and Expenses Expense Claim Project Calculation Project Calculation Project SalesForecast Project SalesForecast Project ActivityPlanning Project ActivityPlanning Project ResourcePlanning Project ResourcePlanning Invoices MicrosoftDynamics NAV/GP/AX MicrosoftOutlook

  7. 7 different contract types per Project Item T&M hourly rate T&M day rate Fixed fee Expenses billable Expenses fixed fee Products Recurring

  8. Project Structure

  9. Activity Planning (Gantt Chart)

  10. From High Level to Detail

  11. 360° Forecasting Project Manager Resource Manager Consultant

  12. Add Sales Forecast

  13. Utilization Dasboard by Employee

  14. Report Package v.1.1 • For your convenience we have created out-of-the-box reports (English) packed in one solution. To install: just download the report solution and install in CRM 2011.

  15. Reports Package v1.1

  16. Assistance HRMRC1 • Integrated with Assistance PSA • Vacation and Sickness Registration integrated with your Timesheet • Skills Matches

  17. Version Rollup 6 • Program Management • Purchase Orders • WIP Module • Recurring Products • Confidential Project Security Level

  18. Program Management • Per Program: • Totals • Estimated • Contract • Hours and Expenses • Planning and Forecasted • Invoiced • Gant Chartt • Intercompany Functionality

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