EI Dynamics™ is a Business Process Management System priced for small and medium sized companies allowing them to monitor and analyze their data, send alerts based on self-defined rules and conditions, automate the generation and delivery of their reports, develop custom workflow processes and facilitate the integration of data between systems.

Imagine if your system could monitor all of your data and automatically notify you of issues that needed your attention and you were provided the necessary backup and detailed information required for you to take appropriate action before there is a problem.

Imagine if you could automatically send critical reports to team leaders and managers in your organization without the need for anyone to manually login to the accounting system and print them individually. Better yet imagine pushing a copy of each report directly into your document management system or out to an FTP site for archival and retrieval at a later date.

Imagine if your customers, vendors, suppliers or employees could automatically approve invoices or contracts, submit expense reimbursements or respond to inquiries directly from their email client, web browser or smart phone without ever having to login to your company computer network or open the company accounting system.

EI Dynamics is the solution

What is Business Process Management Software? Business Process Management (BPM) software blends a number of different technologies together such as Business Analytics, Collaboration, Content Management and Rules based Processing into a single cohesive system. BPM software offers the ability to manage and automate end-to-end customer facing processes thereby enabling organizations to be more efficient, more effective and more capable of change than a functionally focused, traditional departmentalized business. With a BPM system like Ei Dynamics companies can truly automate and unify their business, ultimately reducing costs and saving time and money.

Accounting/ERP Systems Integration Ei Dynamics' is a platform independent solution that works at a database level similar to how Crystal Reports or Microsoft SQL Reporting Services works. Consequently, it works across almost any and all commercial accounting and ERP systems. Below is a list of some of the common accounting systems and databases that Ei Dynamics has integrated with…

Accounting/ERP Systems Construction Software

Microsoft Dynamics GP Sage Timberline Office

Dynamics SL

Master Builder

Dynamics NAV

Dynamics AX Axium Ajera

Dynamics POS

Dynamics RMS Property Management

Yardi

Yardi Enterprise/Classic

Sage Accpac

MAS 90/200/500 MRI MRI Commercial

Peachtree

Oracle J.D. Edwards Customer Relationship Management

Sage Sage CRM

Exact Software Exact Macola ES

SalesLogix

Epicor Epicor ERP Microsoft Dynamics CRM

Intuit Quick Books

Document Management/ECM

ImageLink Paperless Environments

Computer Information Enterprises pVault

Kofax

Kofax ECM

Time and Billing

Business Computers Time Matrix

About Time Time Clock

Common Database Systems Microsoft SQL Server Microsoft Access Microsoft FoxPro Pervasive MySQL Oracle IBM DB2 IBM Lotus Notes Informix

Ei Dynamics Modules Dynamic Alerts™ – business activity monitoring (BAM) Dynamic Reports™ – report automation and data extraction and transformation Dynamic BPM Enterprise™ – web portal and workflow processing

Dynamic Alerts™ is a business activity monitoring (BAM) and alerting system designed to intelligently monitor data across an entire enterprise regardless of database or accounting system. Dynamic Alerts constantly monitors data based on straightforward user defined business rules and sends out notifications via email or text message whenever a rule is triggered. With Dynamic Alerts you don’t have to worry about missing a deadline or having any unexpected surprises anymore. The goal of a business activity monitoring system is to provide real time information about the status and results of various operations, processes, and transactions. The main benefits of BAM is to enable an enterprise to make better informed business decisions, quickly address problem areas, and re-position organizations to take full advantage of emerging opportunities. Key Features:

Multiple notification options (Email, Text Message (SMS) and Twitter)

Database independent, works with any ODBC, OLEDB, or SQL database.

Cross database analysis. Compare information across various systems.

Point and click interface to develop complex queries and business logic

Advanced email design tools - create stunning, aesthetically appealing and professional looking emails.

Dual HTML/Text email support

Commercial/high volume email processing mode

Open SMTP support for virtually any email configuration (i.e. Exchange, Notes, Gmail)

HTML standardization for consistent viewing of content across all email platforms and electronic devices. (Outlook, Gmail, Yahoo Mail, iPhone, Android phone, Windows phone, etc)

Sample Email Output...

Dynamic Reports™ is a report automation solution that allows companies to intelligently

schedule generate and distribute common enterprise reports on an exception basis. The ability to generate and distribute reports automatically on an exception basis is the next frontier of reporting and automation. With Dynamic Reports users no longer need to manually login to their accounting or business system to run key reports or preview on-line dashboards to determine if there is a problem. Dynamic Reports acts as the eyes and ears of an organization and informs them of issues before they arise and provides the necessary information to take action. Dynamic Reports powerful reporting engine dynamically generates standard industry reports such as Crystal reports and SQL Reporting Services reports, RTF documents and any webpage or web based report. Additionally, Dynamic Reports powerful query engine provides the flexibility to analyze almost any data and take action based on user defined criteria. The fact that Dynamic Reports uses ODBC and OLEDB to communicate with data makes it useful to almost every company and virtually every data driven system. Key Features:

Multiple report formats (Crystal Reports, Microsoft SQL Reporting Services reports, Web pages, or RTF, Excel)

Multiple output formats (PDF, HTML, Excel, RTF, Text)

Multiple distribution formats (print, save, fax, ftp)

Process multiple reports simultaneously

PDF encryption and password protection

Consolidate multiple report outputs into a single PDF

Dynamically create new file folders when saving generated reports to file system

Generate

(HTML, Text, Excel, Word, etc.)

Input Parameters

<Calced Parameters> <Calced Parameters> <Calced Parameters>

(dynamically updates workbook with parameters and even launches macros prior to export to PDF)

Attach, rename, distribute

any file type Distribute

Distribute

Email

Fax

Printer

Folder

Web/FTP

Crystal Reports – Crystal has long been the industry standard for report writing and is used to develop reports across more systems than any other report writer on the market. Ei Dynamics fully supports Crystal Report designs and can natively generate output against any Crystal Report. Ei Dynamics also provides a web interface for users to manually generate and preview Crystal Reports over any web browser or smart phone. Microsoft SQL Reporting Services Reports (SSRS) – Microsoft’s reporting services is quickly becoming the new standard for custom enterprise reporting. The fact that it is included with all new installations of Microsoft SQL Server has made it a very popular alternative to Crystal. Also, Microsoft has started to transition most of their custom reports around all MS Dynamic product lines over to SSRS. Ei Dynamics fully supports SSRS and can natively generate output against any SSRS report. Ei Dynamics enhances and brings a whole new level of functionality and flexibility to SSRS reporting.

RTF/Word – Microsoft Word and the RTF document format has long been an industry standard for generating letters and documents of all kinds. Ei Dynamics fully supports the RFT document format and can natively merge and integrate information into an RTF document to automate the creation of dynamic output from a standard RTF document template. HTML/Web Pages – web pages and web based systems have become a ubiquitous part of the world we live in. Many accounting and business systems today are purely web based. Ei Dynamics can generate and extract output from any web page across the Internet. Ei Dynamics can navigate logins and security and dynamically call unique URLs in order to produce unique output over the web. Ei Dynamics can also fetch files over the Internet as well as download, attach and distribute those files automatically. Microsoft Excel – Excel is the industry standard when it comes to developing spreadsheets for analyzing and presenting financial information. Many companies leverage their accounting and financial system data to create their spreadsheets. In some cases this is a completely manual process and in others it’s more automated but in almost all cases there is still a significant amount of manual pushing and pulling of data. Ei Dynamics can fully automate the process of updating, synchronizing and recalculating of spreadsheet information. Ei Dynamics can systematically update cells in a spreadsheet, run ODBC dependent queries, run VBA macros and dynamically recalculate spreadsheets with no human interaction. Dynamic Reports ™ offers a whole host of robust report automation capabilities. Companies can dramatically reduce and streamline their manual reporting processes and allow them to become more efficient and more productive. Reducing manual and repetitive processes allows companies to better utilize their labor resources to ideally focus on more valuable activities that directly reduce costs or drive more revenue to the bottom line.

Extract Transform & Load (ETL) / Electronic Data Interchange (EDI) The ability to exchange information between disparate systems is a crucial and important requirement for automating business processes. As part of the Dynamics Report solution, Ei Dynamics includes robust data integration capabilities allowing companies to easily and efficiently keep separate systems in sync or simply to facilitate the updating of data in the company’s core system from a web form or other data collection point. Ei Dynamics can also be used to create output in the form of XML or comma separated text to be imported or pushed into another system. The ability to automate or eliminate manual processing of data is something most companies strive for but often times do to cost and complexity never achieve. Ei Dynamics makes this goal more realistic and achievable for most companies. Data Visual Integrator: visually map and interface data using a point and click interface eliminating the need for complex SQL statements or programming.

Scripting, Actions and Events Sometimes you need a little heavy lifting to get around sticky and complex obstacles. Having the ability to leverage off of industry standard programming interfaces and tools that have already held up to the test of time is invaluable. The Dynamic Reports solution includes the ability to leverage off of external scripting and programming languages to accomplish virtually any systematic task directly from within the Ei Dynamics interface. Key Features: SQL Events & Actions: execute SQL Insert, Update and Delete queries against any ODBC compliant database HTTP POST/GET: interface with almost any Restful API or web form using standard HTTP protocols. Shell Command: launch or run any .bat file, command file, executable (.exe) from within Ei Dynamics C# or VB.NET Scripting: run native .NET code directly from within Ei Dynamics providing virtually and endless array of options and functionality. The ability to essentially write a program from within the Ei Dynamics software itself is extremely powerful and provides almost unlimited flexibility to tackle the most challenging situations.

Ei Dynamics Job: launch any other Ei Dynamics job from another Ei Dynamics job enabling infinite processing options providing endless flexibility and separation of core business logic and processes. Provides for an object oriented approach whereby certain jobs can be separated and used by various other jobs and processes without the need to duplicate business logic.

Dynamic BPM™ Enterprise is a business process management (BPM) solution focused

on aligning all aspects of an organization with the wants and needs of clients. Dynamic BPM promotes business effectiveness and efficiency while striving for innovation, flexibility, and integration with technology. Business process management software attempts to improve processes continuously. It could therefore be described as a "process optimization process." It is argued that BPM enables organizations to be more efficient, more effective and more capable of change than a functionally focused, traditional hierarchical management approach. With Dynamic BPM not only can you read data and take action such as generating a report or sending an alert but given our robust web layer we can facilitate virtually any type of workflow across any web enabled device to automate virtually any tasks otherwise done manually and repetitively. The distinct difference within our BPM solution is the addition of the Ei Dynamics Web Server layer providing a web interface to facilitate the presentation, collection and distribution of data. The fact that our web pages are also out of the box mobile compliant makes it easy to deploy robust workflow solutions seamlessly across an organization or network of companies. Key Features:

Web business portal

Mobile Ready web forms

Web standards driven: HTML 5.0, JQuery compliant, CSS compliant

Browser independent: IE, Chrome, Firefox, Safari, Opera, etc.

Automation of Workflow processes – start to finish

Web Self-Service Portal/Forms Data Collection: With Ei Dynamics companies can rapidly, strategically and securely give visibility into their core back office data via a simple web browser. Ei Dynamics provides the tools to create customized portal pages to enable your employees, customers, vendors and business partners to view and access key information you want them to see, directly from a smart phone, tablet or simple web browser. Below are some examples of how this might be used…

Customer/Vendor/Employee Self Service

Vendors/Suppliers provide updated contact or billing information Solicit price quotes from suppliers Employee’s submit expense reimbursements

Remote Reporting Portal

Allow customers and vendors access to real time account information Employees can run key reports remotely and securely via a simple web browser Ei Dynamics can even display reports natively via a web browser or mobile device.

Web Workflow: A key part to fully automating any business processes is being able to automate the complete life cycle of that business process. One challenge for many companies and software vendors is being able to handle those business processes that reside outside the confines of a company's network or business system. For example, soliciting a response from a customer or seeking approval of a manager that is traveling abroad. Ei Dynamics Web Workflow offers a unique way to facilitate any process anywhere via a web browser, smart phone or internet connected device. Ei Dynamics can route information anywhere anytime and if a response is required there is no need in most cases for the responder to need direct access to the back office accounting or ERP system. Many responses can be solicited directly from a link in an email or by redirecting the user to a web based data form. Rapid Easy Webpage Development: Almost anyone can create a fully functional ASP.NET web page by simply pointing and clicking using the Ei Dynamics web page designer interface. Whether you are an expert C# or ASP.NET web developer or just an average office user, the ability to create web forms virtually on the fly and in a matter of minutes is highly appealing. Example of Web page designer:

Personalized Web Interface: Ei Dynamics allow companies to personalize the web pages that they create the way they want with very few if any restrictions. Companies can virtually mirror their current web presence all the way down to colors, logos, images, menu options and navigation.

Mobile Ready: All Ei Dynamics web forms are built using a “Responsive” web design and natively support common web frameworks such as JQuery, AJAX and Java Script. Ei Dynamics’ web forms as a result are mobile compliant out of the box.

EI Dynamics System Details

Key Features and Functions:

Natively generate and distribute enterprise reports:

Dynamic Reports can natively generate and distribute the following report formats… * Crystal Reports * SQL Reporting Services Reports * Web pages * HTML documents * RTF documents * Excel documents Note: any other file types can be attached but only the formats above can be dynamically generated.

Database/application independent:

Dynamic Reports can interface with any ODBC or OLEDB compliant database which means it can work with almost any database, accounting system or other data driven applications. For example: * SQL Server * Oracle * DB2 * Microsoft Access * FoxPro * Pervasive SQL * MySQL * Microsoft Dynamics GP, SL, NAV, AX * Sage MAS90/2000 * Sage Timberline * JD Edwards * Epicor

Multiple distribution options: Dynamic Reports can distribute information in several ways * Email * Printer * FTP * Fax * SMS – text messaging * Save to file system * Twitter

Multi report processing: Each Dynamic Reports job can process multiple reports simultaneously.

Email's can include multiple report attachments.

Job scheduling: Ei Dynamics powerful scheduling engine provides the ability to schedule jobs to run automatically on a timed interval. Note: any scheduled job can also be run "on-demand" at any time.

Built-in design tools: Ei Dynamics built in HTML Editor and proprietary Data Grid Editor and Query Designer provide all the tools necessary to develop professional looking emails without the need for any other 3rd party development software, database design tools or HTML editing software. * Query Designer - visual query designer for querying underlying database. Similar to Microsoft Accesses query builder. * HTML Editor - design professional looking html based emails *DataTable Builder - embed data lists and detail information into emails. The datatable builder provides the ability to generate emails that function like a report.

Enterprise email capabilities: SMTP: Ei Dynamics works with any smtp mail server. High volume email processing: for companies that have a need for high volume mail lists (i.e. 50,000 plus emails), Dynamic Reports supports Microsoft's Pickup method of delivery which can scale up to hundreds of thousands of emails per hour. Built-in dual HTML/Text email support: different email devices such as PDA's, cell phones, laptops, etc have different capabilities to accept and read HTML emails. Ei Dynamics allows you to send dual Text/HTML messages to reach a wider audience and ensure that emails are received by a wider range of devices and networks.

Enhanced Logging: Ei Dynamics features an enhanced logging mode that enables companies to track all email and distribution activity including detail of sender, date time stamp, job details, etc. Enhanced logging is important for companies who need to comply with Can-Spam compliance laws and potentially areas within Sarbanes Oxley.

Post Processing Events: Not only can Ei Dynamics evaluate your data and distribute it but it also has the unique ability to write data back to a database or take some other type of action such as running a script or executing another program. Post Transaction Events: occurs after every record is processed. The information from the current record can be used to take further action. Post Job Events: occurs once at the end of a job. Types of post events supported: * Database Insert, Update, Append query * Process VBA script * Launch a 3rd party executable program * HTTP Post/Get Events * Launch Dynamic Reports jobs * Natively process c# or VB.net script

Programming API: Ei Dynamics has a built in application programming interface compatible with .NET 3.5 The API can be used to integrate Ei Dynamics into custom windows or web application developed in .NET 3.5 or above.

Sample Uses: Ei Dynamics is a versatile product that can be used by almost every company and every department. Understanding some common practical examples of how the system could be applied to most companies will help you imagine how this product could transform your organization...

Accounting:

Email invoices to customers rather than send them via mail.

Automatically notify customers who have an aged accounts receivable balance over 60 days

Generate an executive reporting package every Monday whereby each executive receives 3 separate attachments via email. A/R Aging, A/P Aging and a financial summary

Notify the CFO daily if the company cash account dips below a certain amount.

Human Resources:

Send out a birthday greeting from the company to each employee on their birthday

Send out employee wide notices such as the annual paid-time off schedule

Automatically notify employees if their accrued sick time gets too high or too low.

Automatically, send each divisional manager a summary of only their direct employees’ hours for the week/month/year.

Sales/Marketing:

Send out a company newsletter to it’s customers

Notify customers of new products or services based on a customer profile.

Send a company welcome greeting to any new customers added into the customer database.

Send out an automatic email to any customer who has not bought or paid for anything in 90 days and offer them something new.

Operations:

Send out an individualized job cost recap report to each project manager each week with only their job information.

Send out an automated insurance detail report to the compliance manager and the vendor 30 days before a vendor’s insurance is about to expire.

Send out a batch of PO’s created each day to those vendors who a PO was generated for.

Screen Shots:

SYSTEM REQUIREMENTS The following are the minimum system requirements for Ei Dynamics Windows Scheduler and Web Server Operating Systems: Windows Server 2008 (R2) Windows Server 2012 (R2) Note: for the web server IIS 7.0 or higher is required Windows Client Operating Systems: Windows 7 Windows 8 Minimum Server Hardware Pentium 233 MHz or greater 2 or more Core Processors 4 GB RAM greater 500 MB hard drive space Other: .Net 4.0 Framework Required Client: Windows Application Server component: Runs as a Windows Service Crystal version 9 through 12 SQL Reporting Services 2000 or later

For More Information Contact: (208) 629-0770 sales@eiDynamics.com Visit us on the web: http://www.eiDynamics.com