Mobile One for SAP Business One

Mobile One for SAP Business One

Presentation Overview What is Mobile One? Mobile One Technology What Mobile devices can be used? Mobile One Modules & Functionality A Day in the Life of OEC’s Mobile Field Sales Mobile One Customer Success Why Mobile One? Summary

What is Mobile One? • A Mobile Solution for Field Sales, Field Service and Delivery Professionals. • Designed for clients who want to empower their staff, and need to extend SAP Business One functionality into the field. • True Online / Offline access to SAP Business One using standard mobile devices.

Mobile One is Business One on a Mobile Device On Line Off Line

Mobile One Technology • Industry standard infrastructure • Gateway to Distribute Business One data to the field device • Synchronization of data changes between server and device • Full data encryption for secure communications • Online / Offline Solution Cellular Internet Wi Fi Mobile Application Gateway (MAG) SAP Business One D B

Pocket PC – Windows Mobile 6 Device Mobile One Tablet Laptop Mobile One Devices

“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 Financials Sales Service Purchase Inventory Operations • 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 • 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 • 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 • 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 • 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 • 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 Software Development Kit – Extensibility to Advanced Modules

Mobile OneModule Functionality CRM Sales Delivery Service • Business Partners • Account information • Contacts • Activities • Opportunities • Quotations • Items • Business Partners • Account information • Contacts • Activities • Opportunities • Quotations • Item • Order • Pricing • Collections • Business Partners • Account information • Contacts • Activities • Opportunities • Quotations • Item • Order • Pricing • Collections • Delivery Note • Return • Invoice • Credit Notes • Receipts • Field Inventory • Printing • Business Partners • Account information • Contacts • Activities • Opportunities • Quotations • Item • Order • Pricing • Collections • Delivery Note • Return • Invoice • Credit Notes • Receipts • Printing • Service Calls • Equipment Cards View Details View Details View Details View Details Options – Forms & Surveys, Messages & Alerts, Reports Generator, Attachments

Mobile CRM • Extend SAP Business One to sales professionals with access to the following: • Business Partners & Contacts • Activities, Opportunities, & Quotations • Optional features • Advanced reporting • Messages & Alerts • Forms & surveys

Mobile Sales • Extend SAP Business One to sales professionals with access to the following: • Same capabilities as CRM plus… • Ability to create quotes & orders • Access special pricing • Perform collections

Mobile Delivery • Extend SAP Business One to mobile distributor with access to the following: • CRM & Sales plus… • Ability to create delivery notes, invoices & credit notes • Receive cash receipts • Ability to manage Truck Inventory • Field Printing capabilities

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 • Optional Features • Messages & Alerts • Forms & surveys

A Day in the Life ofMobile Field Sales Downloads Calendar to PDA Synchronizes Activity calendar from B1 to a PDA. Evaluates Activities and determines where to go for the day. Drives to the Customer site. Updates Customer Information on PDA Reviews Activity and updated Customer Information Reviews PDA to see there are any past due unpaid invoices Walks into customer site ready to carry on a sales conversation. Checks PDA for Inventory Information Enters discussions with Customer and what they need to buy Checks pricing and inventory levels in all warehouses on PDA Enters items on the Sales Order on the PDA Confirms Order with Customer Confirms pricing and quantity with customer and get signature on PDA. Saves order and prints if necessary for the customer. Can also email PDF copy of the sales order to the customer. Synchronizes Sales Order Into Business One Saves the order and synchronizes back into Business One at the office. The order is picked and shipped at the office. Customer receives the goods.

Start Mobile One Demo Video

A Day in the Life ofMobile Field Sales Downloads Calendar to PDA Synchronizes Activity calendar from B1 to a PDA. Evaluates Activities and determines where to go for the day. Drives to the Customer site. Updates Customer Information on PDA Reviews Activity and updated Customer Information Reviews PDA to see there are any past due unpaid invoices Walks into customer site ready to carry on a sales conversation. Checks PDA for Inventory Information Enters discussions with Customer and what they need to buy Checks pricing and inventory levels in all warehouses on PDA Enters items on the Sales Order on the PDA Confirms Order with Customer Confirms pricing and quantity with customer and get signature on PDA. Saves order and prints if necessary for the customer. Can also email PDF copy of the sales order to the customer. Synchronizes Sales Order Into Business One Saves the order and synchronizes back into Business One at the office. The order is picked and shipped at the office. Customer receives the goods.

Success with Mobile One Customer Profile Mobile Module Used:SalesBusiness: Gourmet Coffee Maker and Distributor About the Products: • Quality blends especially studied for all occasions, for the mocha coffee pot, for the home espresso coffee machine and for decaffeinated lovers: a complete range of coffees guaranteed to suit everyone's taste! About the Company: The love for coffee is what has made Segafredo Zanetti a multinational company which can today be found all over the world. The company's leadership in the bar espresso coffee sector is the result of an unparalleled combination of passion and professionalism.

Success with Mobile One Customer Profile Mobile Modules Used: Sales, Warehouse Business: Kitchen and Tableware Manufacturing Specialists Product offer: • Fondue Accessories, Salt & Pepper Mills, Glassware • Kitchen Gadgets & Accessories, Barware & Wine Accessories • Thermal Drinkware, Coffee Making & Serving Accessories • Children’s Tableware, Etc… “For more than a century, Trudeau has been committed to research, development and design of new products. The design of our own products is a cornerstone of our operations. Combining the efforts of our in-house creative department, industrial design partners and manufactures’ places Trudeau at the forefront of product development. Our use of the finest raw material combined with close monitoring of the manufacturing process, goes a long way in assuring complete consumer satisfaction.” Robert L. Trudeau - Chairman

Success with Mobile One Customer Profile Mobile Module used: Delivery Employees:100 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 “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

Success with Mobile One Yazamco Customer Profile Mobile Module Used:Service Business: Laser Printers, Digital Copiers and Multi-FunctionMachines Solution Benefits: • Field service automation, without changing its IT infrastructure. • Enable technicians to exchange up-to-date information with the enterprise Priority Helpdesk and CRM applications. • Schedules are sent directly to technician’s devices, eliminating the morning office visit and adding more service calls per day. • Yazamco gains control of its field activities and commits to faster service, leading to increased customer satisfaction. • Better performance, better service, time savings, cost savings. “Mobile One was able to give us the solution we needed. It raised us to a new level of customer service delivery. More advanced, more streamlined, cost saving.” Moshe Horowitz, CFO, Yazamco

Success with Mobile One Customer Profile Mobile Module Used:SalesBusiness: Wholesale Distribution Customer Benefits: • Increases sales force effectiveness • Enhances efficiency and accuracy of data entry • Improves inventory control “Mobile Sales has had a positive impact on sales force performance. Implementation was smooth and easy. Because the product is built natively upon SAP Business One, adoption was seamless. The screens and commands are intuitive and familiar.” Gadi David Sagie, CIO, Polytest

Success with Mobile One Customer Profile Mobile Module Used:Sales Business: Import and Distribution of Gifts and Household Goods Solution Benefits: • Shorter sales cycle – orders are transmitted directly from the field via cellular connection. • Shorter collection cycle – immediate information is available about customer payments. • Improved response to the customer – updated customer and product data, inventory levels, prices and open debts are immediately available. • Reduced communication costs – elimination of calls to the office to obtain customer or product data. Millennium Marketing Intertrade Ltd. "Nowadays, it's great to see a dynamic company that places as its target professionalism and quality of customer service. Amodat can be an example for every service provider". Avi Hasidim, CFO

Why Mobile One? • Increased Customer Satisfaction & Worker Productivity • Increased Sales and Profitability • Reduced Errors, Eliminated Paperwork, Real-time Data • Shortened billing cycles • Optimized management control over field activities • Increased efficiency throughout the enterprise “The combination of wireless and mobile computing will drive the most fundamental changes to enterprise data collection and distribution capabilities that have occurred in a decade. Mobility will be a necessary ingredient of trends.” Gartner, Mobile & Wireless Summit, 2004

Summary • Mobile CRM • Extend critical information sales professionals need • Mobile Sales • Allow sales people to create and manage orders • Mobile Delivery • The mobile supply chain… invoice, drop off inventory and collect payments all from the field • Mobile Service • Manage & Schedule Services calls out in the field

Mobile One for SAP Business One