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Next Generation Information Management

Next Generation Information Management. Use Your NAV Data Wherever You Are!. The Challenge.

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Next Generation Information Management

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  1. Next Generation Information Management Use Your NAV Data Wherever You Are!

  2. The Challenge Most users of ERP-Systems know the problem. Working with extensive integrated systems works fine while the user is in the office online. Whereas on the road and at their customers, users permanently feel a lack of access to data or the possibility to generate new data within the solution directly.

  3. What is IT IS mobiligence? IT IS mobiligence is THE flexible Solution for your Offline client with access to your Enterprise Resource Planning (ERP) Business info from Microsoft Dynamics NAV. 1. Anytime! 2. Anywhere! 3. Without Network Access!

  4. Who Can Profit From IT IS mobiligence? Sales Representatives whose tasks lead them out of the office will profit greatly from a more portable Enterprise Resource Planning (ERP) solution based on NAV.

  5. Can I Work Offline? • Yes! • You can take your sales contacts with you, you can also write real time reports on your visits. • You can calculate the price you and your customer have agreed upon. • You can complete and generate new orders on the spot. • You can also view your current warehouse inventory. • (Accuracy is dependent upon last sync with the Back-End-System)

  6. Customer Information Offline Sales - Contact Management Contact List Contact Card Documents – Sales Order

  7. Customer Information Offline

  8. Order Processing Offline Customer List Customer Card Sales order Details Documents – Sales Order

  9. Sales Order Details Offline

  10. ERP Documents and Shortcuts My Shortcuts Access to your Important information in Word, Excel etc. as well as general information.

  11. Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Data Customer Address Data Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices Online Procedure For IT IS mobiligence • IT IS mobiligence is connected to the companies ERP system. • Data should be synchronized before taking it offline. Datasets without changes Datasets with changes

  12. Offline Procedure For IT IS mobiligence Field Representative travels to customer and has all relevant customer data with him / her – synchronized in the SQL-Server 2005 database of IT IS mobiligence 1.Customer 2.Customer 3. Customer Sales Order Datasets without changes Datasets with changes

  13. Offline Procedure For IT IS mobiligence Sales Representative generates new orders and datasets during visit with customer. Data is entered in to IT IS mobiligence Client and saved in it‘s SQL Server 2005 database. Customer Sales Order 1.Customer 2.Customer 3. Customer Sales Order Datasets without changes Datasets with changes

  14. Update Procedure - IT IS mobiligence Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices Customer Addres Prices Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices Customer Address Prices • Back in the office, data is to be updated and checked for changes in the central system • The companies central database is updated with the new data generated by the Sales Rep. Customer Sales Order Datasets without changes Datasets with changes

  15. Strong Advantages For Your Company • Generate new orders. • Immediate processing of referrals. • Clarification of important questions by your customers. • Increase your companies overall local presence. • More effective calls on customers. • Dramatically reduce unnecessary travel costs.

  16. Improve your CRM-Portfolios • Focus for Results • Reduce Cost = lower your customers contact cost. • Increase Sales = Improving the quality of your customer relationships will subsequentlyincrease your sales volume.

  17. Technical Requirements • Microsoft Dynamics NAV Database (Native or SQL-option) • Microsoft Dynamics NAV 3.70 or higher • NAV Application Server • NAV C/Front • Microsoft Internet Information Services • Microsoft Message Queue • Microsoft Windows XP Professional • SQL Server 2005 Express Edition • Microsoft .NET 2.0 Framework Bk-End Client Offline mobiligence Client

  18. IT IS AG P.O. Box 3141 84037 Landshut Siemensstrasse 14 84051 Altheim ( 08703 9069 0 2 08703 9069 200 * contact@itis.de ü www.itis.de With shared knowledge and more intelligent information working to increase success and richer business processes. This presentation is intended for information reasons solely. IT IS AG does not offer liability about content, effective dates or scopes of service, neither directly nor indirectly. All product names are trade names or trademarks of their respective owners. Restrictions may apply, offer can be turned void, general terms & conditions of IT IS AG applies, change of product & technology may occur without notice. Photo Rick Doyle

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