IT IS mobiligence - mobile intelligence – [email protected] Next Generation Information...

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IT IS mobiligence - mobile intelligence www.itis.de – [email protected] Next Generation Information Management Use Your NAV Data Wherever You Are!

Transcript of IT IS mobiligence - mobile intelligence – [email protected] Next Generation Information...

Page 1: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

Next Generation Information Management

Use YourNAV Data

Wherever You Are!

Page 2: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

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.

Page 3: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

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!

What is IT IS mobiligence?

Page 4: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

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.

Page 5: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

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)

Page 6: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

Sales - Contact Management

Contact List

Contact Card

Documents – Sales Order

Customer Information Offline

Page 7: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

Customer Information Offline

Page 8: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

Customer List

Customer Card

Sales order Details

Documents – Sales Order

Order Processing Offline

Page 9: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

Sales Order Details Offline

Page 10: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

My Shortcuts

Access to your Important information in Word, Excel etc.as well as general information.

ERP Documents and Shortcuts

Page 11: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

Online Procedure For IT IS mobiligence

• IT IS mobiligence is connected to the companies ERP system.

• Data should be synchronized before taking it offline.

Customer AddressPrices

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 PricesCustomer Address

Prices

Customer Address

Prices

Customer Address

Data

Customer Address

Data

Customer Address

Prices

Datasets without changes

Datasets with changes

Page 12: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

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

Offline Procedure For IT IS mobiligence

1.Customer

2.Customer3. Customer Sales Order

Datasets without changes

Datasets with changes

Page 13: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

1.Customer

2.Customer3. Customer Sales Order

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.

Datasets without changes

Datasets with changes

Customer Sales Order

Page 14: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

Update Procedure - IT IS mobiligence

• 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.

CustomerSales Order

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

Customer Address

Prices

Customer Address

Prices

Datasets without changes

Datasets with changes

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IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

•Dramatically reduce unnecessary travel costs.

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.

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IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

Focus for Results

• Reduce Cost = lower your customers contact cost.

• Increase Sales = Improving the quality of your customer relationships will subsequently

increase your sales volume.

Improve your CRM-Portfolios

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IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

• 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

Technical Requirements

Offlinemobiligence Client

Bk-End Client

Page 18: IT IS mobiligence - mobile intelligence  – mobiligence@itis.de Next Generation Information Management Use Your NAV Data Wherever You Are!

IT IS mobiligence - mobile intelligence www.itis.de – [email protected]

IT IS AGP.O. Box 3141

84037 LandshutSiemensstrasse 14

84051 Altheim

08703 9069 0 08703 9069 [email protected]

www.itis.de

Photo Rick Doyle

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.