2018 - Macola Progression with...
Transcript of 2018 - Macola Progression with...
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Macola Progression
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Why Add Synergy Enterprise?The Addition of Synergy Enterprise Provides:
�Two Distinct SQL Databases�Progression
�Synergy Enterprise
�Minimal Integration Between the Databases
�Continued Use of Macola Progression for Back-Office
Activities
�New Front Office Functionality with Synergy Enterprise
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Integration Topics for DiscussionIntegration with Macola Progression and Synergy could
include these Options:
�One Time Download of Accounts (Customers / Suppliers)
and Items from Progression to Synergy
�Scheduled Synching of This Data Using Progression as the
Main Database for Account & Items. This may be
Completed by:�Manually Keying of Data into Synergy
�Using the KnowledgeSync Event Manager
�SQL Scripts
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Integration Topics for Discussion�Use of the Progression Synergy Integrator for Accounts
(Customers / Suppliers) and Items. (Done With Exact
Consultants)
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Use of Synergy - Accounts�Account Management
�Tracking Notes
�Monitoring Activities
�Storage of Documents
�Business Process Workflows
�Project Management
�Sales Opportunity Management
�Marketing Campaigns
�Prospect Management
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Use of Synergy - Items� Item Management
�Storage of Documents
�Business Process Workflows
�Project Management
�Sales Opportunity Management
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Use of Synergy - Projects
�Project Management�Tracking Notes
�Monitoring Activities
�Storage of Documents
�Business Process Workflows
�Marketing Efforts / Campaigns
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Use of Synergy - Documents
�Document Management�Electronic Storage of All Documents
�All File Types of Storage (Documents, Spreadsheets,
Presentations, Images, e-Mails, etc.)
�One Central Backup of this Data
�Accessibility Outside of Office (if Allowed)
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Use of Synergy – Human Resources
�Human Resources Management�Managing Review Process
�Training & Certifications
�Documents
�Workflow Processes
�Employee Portal for Forms / Policies
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Accessing Synergy Data� SSRS Reports / Workspaces
� Crystal Reports
� Export to Excel
� Pivot Analysis Tools
� Devices�Desktop Computers
�Smart Phones
�Tablets
�Laptops
� Browsers
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Viewing Macola Data in Synergy
�Real Time Access of Data Using SSRS Reports on Account
or Item Cards
�Data is Being Pulled from the Progression Database, using
the Account Number or Item Number to Link to Synergy
for Extraction of This Information
�SSRS Dashboards in Synergy to Quickly View Account or
Item Details (Sales / Inventory)
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Viewing Macola Data in Synergy
�No or Limited Batch Updates of Data (Discussion Topic)
�Accessibility of This Data Anywhere Internet Connection is
Provided
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Viewing Macola Data in Synergy
�Types of Data That May Be Pulled:�Sales Order / Quotes Summary
�Sales Order / Quotes Details
�Item Sales History
�Item Availability
�Item Serial Numbers / Lot Numbers
�Item Pricing
�Item Bill of Materials
�Purchase Order Summary
�Purchase Order Detail
�Shop Floor Order Details
�Production Order Processing Details
�All Progression Data
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Viewing Macola Data with Accounts
�Real Time Access of Data Using SSRS Reports
�No or Limited Batch Updates of Data (Discussion Topic)
�Accessibility of This Data Anywhere Internet Connection is
Provided
�Account Sales History can Be Placed on Account Card
Without the Need for Searching for Data
�This Information in the SSRS Report May Have Hyperlinks
to Other Data (Summary to Details in a Single Click)
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Sample Account Card
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Sample Report
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Viewing Macola Data with Items
�Real Time Access of Data Using SSRS Reports
�No or Limited Batch Updates of Data (Discussion Topic)
�Accessibility of This Data Anywhere Internet Connection is
Provided
� Item Sales History can Be Placed on Item Card Without the
Need for Searching for Data
�This Information in the SSRS Report May Have Hyperlinks
to Other Data (Summary to Details in a Single Click)
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Workflows Using Progression Data
�Real Time Access of Data Within a Workflow Request
�Accessibility of This Data Anywhere Internet Connection is
Provided
�Up to Five SSRS Reports Displayed in a Single Request
�Keeps Resources in a Single Program, When Requiring
Data to Be Reviewed Before Making Status Changes to
Workflow Requests
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Workflows Using Progression Data
�Workflow Fields and Browsers May Have Immediate
Access to Progression Data
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Sample Workflow Request
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Sample Workflow Request
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Recommended Tools
�Workflow Plus Report on Cards / Report in Requests
�Workflow Browse
�Microsoft SSRS (Included Free with MS SQL)
�KnowledgeSync Event Manager
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More Information
Please contact us to schedule a demo or
receive additional information on our tools
Dave Kloepfer
Sales Manager
SynergyExpert.com
847-867-4401 (Cell)