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Fourth Shift User Conference 2009

Fourth Shift Companion Products. Fourth Shift User Conference 2009. Infinity Business Consulting. Multifaceted Organization providing Consulting Business Processes Applications: ERP – Lean IT Roadmap Custom Applications Information Technology.

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Fourth Shift User Conference 2009

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  1. Fourth Shift Companion Products Fourth Shift User Conference 2009

  2. Infinity Business Consulting Multifaceted Organizationproviding Consulting Business Processes Applications: ERP – Lean IT Roadmap Custom Applications Information Technology Utilizing a holistic approachfor our customers’ challenges.

  3. Business Processes • Senior Level Business Consultants • Each with 10+ years of experience. • Diverse backgrounds, such as • Supply Chain Management • Manufacturing • IT • Product Development • Engineering • Finance • Quality Infinity understands the impact people, capital, information and equipment resources have to overall success.

  4. Business Processes Business Process Reviews ERP Selection Workflow Optimization Material Flow Analysis Lean Manufacturing Kanban Systems

  5. Information Technology Infinity tailors technologyinto aBusiness Advantage! Our complete IT Team is capable of creating & executing your plan. Infinity clients are able tosupplement their team oroutsource entire IT projects.

  6. Applications Fourth Shift Authorized Partner Companion Products Custom Applications Highly skilled in allaspects of Fourth Shift Upgrades andFourth Shift Evolutions

  7. Fourth Shift Partner • Fourth Shift Companion Products • Largest team of Fourth Shift Consultants - anywhere! • Upgrade Assistance and Support • On-site, Remote and Hosted Training Options • VisiBar / VisiWatch • EDI • Process Design • Integration • Report Writing • Custom Applications

  8. Fourth Shift Companion Products Extend yourFourth Shift Environment! The benefits of acustom programming engagement with“off-the-shelf” pricing. Complete Fourth Shift toolsthat can used as is or can become a platform for tailored business solutions.

  9. SalesHORIZON Overview • Completely Integrated withFourth Shift in Real Time • Independent Modules designedTo Complement Each Other • Effective “Out of the Box”as well as an Excellent Platformfor a Customized Solution • User Focused Design • Fast & Efficient • Near Zero Learning Curve • True ROI • Increases the Value of yourFourth Shift Environment • for 7.3 SQL, 7.4 SQL & 7.5

  10. Increased Efficiency forStandard Order Entry (COMT) • Expanded Functionality • Enhanced Ease of Use • Highly Searchable • Powerful Quoting and Order Entry • Time Saver • Quote Revisions • Mass Updates • Security Options

  11. Highly Searchable • Powerful Quoting • Time Saver • Intuitive Tab Based Design • Shifting Between TabsDoes not Lose Your Place • Robust Search Capabilities • Search Any Field • Filter Results • Use as Much or as Little • Information Available • User Defined Custom Fields

  12. Highly Searchable • Powerful Quoting • Time Saver • Powerful Unified Quoting and Order Entry Platform • Bring Your Quotes Into Your Fourth Shift Environment • Promote a Quote to an Order • Copy Quotes to Orders • Copy Quotes to Quotes • Copy Orders to Orders • Copy Lines Items • Edit Any or All aspects • Complete COMT Front-End with CRM-like Features

  13. Highly Searchable • Powerful Quoting • Time Saver Information You NeedOnly A Click Away Integrates Credit Card for FS via NCS Internally Links Related Quotes & Orders Highly Robust Notes Lowers Support Costs

  14. Quote Revisions • Mass Update • Security Update Managing changes to quotes is a breeze Create a history of customer requests Search for a specificrevision through the search screens or withRev Search button A direct response tocustomer input

  15. Quote Revisions • Mass Update • Security Update Quickly Maintain Quotes & Fourth Shift Orders Line by Line PromotionSelect any or all quote lines.Change any or all of the quantities.Update any or all of the Promised DatesAll with a few key strokes Easily Manage CustomerBlanket Orders

  16. Quote Revisions • Mass Update • Security Update Identify your users asAdministratorEmployeeCustomer Service RepGuest Inactive Control what users have access to. FSTI manages all Fourth Shift transactions. Each Q2O transaction stores user ID and time stamp.

  17. Real-Time Information Portalto empower your customers toaccess their information on • Quotes • Orders • Invoices • Shipments • Credits • RMA’s • Enhanced Ease of Use

  18. Review Quotes and Orders • Review Shipments • Quickly See Pending Shipments • Open To Your Field Team • Empowered Customers Can • Search and Review Quotes & Orders • Request a Quote or Place an Order via RFQ • Request an RMA Integrated with RMAA • Drill Down Into Supporting Information • Free Your In-House Team for More Critical Functions

  19. Review Quotes and Orders • Review Shipments • Quickly See Pending Shipments • Open To Your Field Team • Empowered Customers Can • Search and Review Shipments along with Contents • Follow Shipment Tracking when integrated with shipper’s software FedEx UPS etc

  20. Review Quotes and Orders • Review Shipments • Quickly See Pending Shipments • Open To Your Field Team • Empowered Customers Can • See All FutureShipments Based On Your Actual Shipping Schedule • Updated Real-Time

  21. Review Quotes and Orders • Review Shipments • Quickly See Pending Shipments • Open To Your Field Team • CIC Empowers YourInternal Teams As Well • Quick Access to All Customer Information • Assist Customers Remotely On The Fly • Energize Sales • Rapid ROI

  22. Request for Quote - Sub-Module Upgrade your Customer Information Centerand provide your selected customers the capabilityto submit a request for quote. Maximize the ImpactofCustomer Information Center&Quote2Order

  23. Real-Time Information Portalfor Managers and Sales Teamsto access specific information on • Quotes • Sales Orders • Invoices • Shipments • Company Metrics • Current Forms &Company Documents

  24. Compare Metrics • Review Status • Review Orders and Quotes • Access Important Forms Informed Sales Teams are More Effective Managers See Individual Team and Regional Results Sales Members Seetheir Results - Remotely Energize Sales

  25. Compare Metrics • Review Status • Review Orders and Quotes • Access Important Forms Compare Product Mixes See the Best Sellers for The Company,Your Sales Team orA Sales Person Utilizes Real-Time Information

  26. Compare Metrics • Review Status • Review Orders and Quotes • Access Important Forms • Quotes and Orders At Your Fingertips • Search • Access • Review • Customer Informationfor a Sales Person or Your Entire Team in a Single, Easy-To-Access Location

  27. Compare Metrics • Review Status • Review Orders and Quotes • Access Important Forms • Use SIC for Local and Remote Access to the Most Up-To-Date Forms that are Critical toYour Sales Process • Credit Applications • Customer Startup • ( Insert Your Form Here )

  28. Fourth Shift Companion Products Extend yourFourth Shift Environment! The benefits of acustom engagement with“off-the-shelf” pricing. Complete Fourth Shift toolsthat can also become a platformfor tailored business solutions.

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