Mobile One – Extending the Power of Business One to the Mobile Professional The Best Run Businesses Run SAP Mobile One for SAP Business One

Mobile One – Extending the Power of Business One to the Mobile Professional

The Best Run Businesses Run SAP

Mobile One Mobile One for SAP for SAP Business OneBusiness One



Presentation OverviewWhat is Mobile One?

Mobile One Technology

What Mobile devices can be used?

Mobile One Modules & Functionality

A Day in the Life of OEC’s Mobile Field Sales

Mobile One Customer Success

Why Mobile One?

Summary



•A Mobile Solution for Field Sales, Field Service and Delivery Professionals.

•Designed for clients who want to empower their staff, and need to extend SAP Business One functionality into the field.

•True Online / Offline access to SAP Business One using standard mobile devices.

What is Mobile One?



Mobile One is Business One on a Mobile Device

On LineOn LineOff LineOff Line



Mobile One Technology• Industry standard infrastructure• Gateway to Distribute Business One data to the field device• Synchronization of data changes between server and device• Full data encryption for secure communications• Online / Offline Solution

DB

CellularCellular

InternetInternet

Wi FiWi Fi



Mobile One Devices

Laptop

Tablet

Mobile OneMobile One

Pocket PC – Windows Mobile 6 Device









Why Mobile One?

Summary



Items management

Item Query Price List Receipt to Stock Release from

Stock Stock

transactions Warehouse

Transfer Serial Number

Management Batch

Management Consignment

Inventory Obsolete

Tracking Units of Measure

Conversion Standard, Moving

Average, & Actual Costing

Inventory

Picking/Packing Kitting Bill of Materials Phantoms Production

Orders Back flush Co-products Disassembly Forecasting Material Planning Pegging Daily/Weekly Replenishment

Recommendation Min/Max/Order

Multiples Property &

Parameter Tracking

Drawing & Specification Tracking

Purchase order Purchase

delivery Purchase return Purchase invoice Purchase Credit

note Landed Cost Vendor Analysis Vendor

Management Contact

Management Drop Ship Multi-currency

price lists Alternate &

Approved Vendors

Customs Tracking

Manufacturer Number

Quotation Order Drop Ship Invoice Delivery Return Multi-currency

price lists Customer

management Gross profit

calculation Sales Analysis Contact

Management Opportunity

Management Pipeline

Management Forecast and

Sales Reporting Outlook

Integration

Chart of accounts Accounts

Segments Journal entry Journal Voucher Recurrent

transaction Multi-currency Exchange rate Financial Reports Budget Cost Centers Sales Tax Multiple periods Deposit Checks Credits Receipt Deferred

Payment Bank Statement

and reconciliation

OperationsPurchaseSalesFinancials

Software Development Kit – Extensibility to Advanced Modules

Warranty Tracking

Cost of Warranty & Repair

Customer Issues Reporting

Service contract management

Customer Equipment Tracking

Service planning Service tracking

and billing to contract and/or time & materials

Customer tracking across interactions

Knowledge Database

Service Call Management

Service Queue Monitoring

Service

“Live” Reporting, Data Navigation, Company & Customer Business Intelligence

Advanced Technologies (Drag & Relate; Alerts; Work Flow, UI Customization…)

Microsoft Office Integration to Word, Excel and Outlook



Business Partners Account information Contacts Activities Opportunities Quotations Item Order Pricing Collections Delivery Note Return Invoice Credit Notes Receipts Field Inventory Printing

Business Partners Account information Contacts Activities Opportunities Quotations Item Order Pricing Collections Delivery Note Return Invoice Credit Notes Receipts Printing Service Calls Equipment Cards

Business Partners Account information Contacts Activities Opportunities Quotations Item Order Pricing Collections

Business Partners Account information Contacts Activities Opportunities Quotations Items

Options – Forms & Surveys, Messages & Alerts, Reports Generator, Attachments

Mobile OneModule Functionality

ServiceSalesCRM Delivery

View Details View DetailsView Details View Details



Mobile CRM

• Extend SAP Business One to sales professionals with access to the following:– Business Partners & Contacts– Activities, Opportunities, &

Quotations

• Optional features– Advanced reporting– Messages & Alerts– Forms & surveys



Mobile Sales

• Extend SAP Business One to sales professionals with access to the following:– Same capabilities as CRM

plus…– Ability to create quotes & orders– Access special pricing– Perform collections



Mobile Delivery

• Extend SAP Business One to mobile distributor with access to the following:– CRM & Sales plus…– Ability to create delivery notes,

invoices & credit notes– Receive cash receipts– Ability to manage Truck

Inventory– Field Printing capabilities



Mobile Services

• Extend SAP Business One to field technicians with access to the following:– Business Partners & Contacts– Ability to Manage Truck

Inventory– Service calls & equipment cards– Signature capture

• Optional Features– Messages & Alerts– Forms & surveys









Why Mobile One?

Summary


The Best Run Businesses Run SAPA Day in the Life of

Mobile Field SalesSynchronizes Activity calendar from B1 to a PDA.Evaluates Activities and determines where to go for the day.Drives to the Customer site.

Reviews Activity and updated Customer InformationReviews PDA to see there are any past due unpaid invoicesWalks into customer site ready to carry on a sales conversation.

Enters discussions with Customer and what they need to buyChecks pricing and inventory levels in all warehouses on PDA Enters items on the Sales Order on the PDA

Downloads Calendar to PDA

Updates Customer

Information on PDA

Checks PDA for Inventory

Information

Confirms Order with Customer

Synchronizes Sales Order Into Business One

Saves the order and synchronizes back into Business One at the office. The order is picked and shipped at the office. Customer receives the goods.

Confirms pricing and quantity with customer and get signature on PDA. Saves order and prints if necessary for the customer. Can also email PDF copy of the sales order to the customer.



Start Mobile One Demo Video


The Best Run Businesses Run SAPA Day in the Life of

Mobile Field SalesSynchronizes Activity calendar from B1 to a PDA.Evaluates Activities and determines where to go for the day.Drives to the Customer site.

Reviews Activity and updated Customer InformationReviews PDA to see there are any past due unpaid invoicesWalks into customer site ready to carry on a sales conversation.

Enters discussions with Customer and what they need to buyChecks pricing and inventory levels in all warehouses on PDA Enters items on the Sales Order on the PDA

Downloads Calendar to PDA

Updates Customer

Information on PDA

Checks PDA for Inventory

Information

Confirms Order with Customer

Synchronizes Sales Order Into Business One

Saves the order and synchronizes back into Business One at the office. The order is picked and shipped at the office. Customer receives the goods.

Confirms pricing and quantity with customer and get signature on PDA. Saves order and prints if necessary for the customer. Can also email PDF copy of the sales order to the customer.









Why Mobile One?

Summary



Customer Profile

Mobile Module Used: Sales

Business: Gourmet Coffee Maker and Distributor

About the Products:• Quality blends especially studied for all occasions, for the mocha

coffee pot, for the home espresso coffee machine and for decaffeinated lovers: a complete range of coffees guaranteed to suit everyone's taste!

Success with Mobile One

About the Company:

The love for coffee is what has made Segafredo Zanetti a multinational company which can today be found all over the world. The company's leadership in the bar espresso coffee sector is the result of an unparalleled combination of passion and professionalism.



Customer Profile

Mobile Modules Used: Sales, Warehouse

Business: Kitchen and Tableware Manufacturing Specialists

Product offer:• Fondue Accessories, Salt & Pepper Mills, Glassware • Kitchen Gadgets & Accessories, Barware & Wine Accessories • Thermal Drinkware, Coffee Making & Serving Accessories • Children’s Tableware, Etc…


“For more than a century, Trudeau has been committed to research, development and design of new products. The design of our own products is a cornerstone of our operations. Combining the efforts of our in-house creative department, industrial design partners and manufactures’ places Trudeau at the forefront of product development. Our use of the finest raw material combined with close monitoring of the manufacturing process, goes a long way in assuring complete consumer satisfaction.”

Robert L. Trudeau - Chairman



“Having come from an environment with a myriad of point solutions, we didn't want to have to piece packages together. The fact that SAP had all the software we needed loaded into a single integrated system made the difference. They had the total solution!”

Dale Morey, IT Manager

Customer Profile

Mobile Module used: Delivery

Employees: 100

Business: Premium Ice Creams and Ice Cream Mixes

Key Criteria: • Enterprise-wide integration of multiple facilities

• Remote order processing and invoice generation

• Consolidation of multiple, disparate solutions

• Inventory, warehousing, and production control

• Value: DayOne™ implementation methodology




Customer Profile

Mobile Module Used: Service

Business: Laser Printers, Digital Copiers and Multi-FunctionMachines

Solution Benefits:• Field service automation, without changing its IT infrastructure.

• Enable technicians to exchange up-to-date information with the enterprise Priority Helpdesk and CRM applications.

• Schedules are sent directly to technician’s devices, eliminating the morning office visit and adding more service calls per day.

• Yazamco gains control of its field activities and commits to faster service, leading to increased customer satisfaction.

• Better performance, better service, time savings, cost savings.


“Mobile One was able to give us the solution we needed. It raised us to a new level of customer service delivery. More advanced, more streamlined, cost saving.”

Moshe Horowitz, CFO, Yazamco

YazamcYazamcoo



Customer Profile


Business: Wholesale Distribution

Customer Benefits:• Increases sales force effectiveness

• Enhances efficiency and accuracy of data entry

• Improves inventory control


“Mobile Sales has had a positive impact on sales force performance. Implementation was smooth and easy. Because the product is built natively upon SAP Business One, adoption was seamless. The screens and commands are intuitive and familiar.”

Gadi David Sagie, CIO, Polytest



Customer Profile


Business: Import and Distribution of Gifts and Household Goods

Solution Benefits:• Shorter sales cycle – orders are transmitted directly from the

field via cellular connection.

• Shorter collection cycle – immediate information is available about customer payments.

• Improved response to the customer – updated customer and product data, inventory levels, prices and open debts are immediately available.

• Reduced communication costs – elimination of calls to the office to obtain customer or product data.


"Nowadays, it's great to see a dynamic company that places as its target professionalism and quality of customer service. Amodat can be an example for every service provider".

Avi Hasidim, CFO

Millennium Marketing Millennium Marketing Intertrade Ltd.Intertrade Ltd.









Why Mobile One?

Summary



Why Mobile One?

• Increased Customer Satisfaction & Worker Productivity• Increased Sales and Profitability• Reduced Errors, Eliminated Paperwork, Real-time Data• Shortened billing cycles• Optimized management control over field activities• Increased efficiency throughout the enterprise

“The combination of wireless and mobile computing will drive the most fundamental changes to enterprise data collection and distribution capabilities that have occurred in a decade. Mobility will be a necessary ingredient of trends.”

Gartner, Mobile & Wireless Summit, 2004



Summary

• Mobile CRM– Extend critical information sales professionals need

• Mobile Sales– Allow sales people to create and manage orders

• Mobile Delivery– The mobile supply chain… invoice, drop off inventory

and collect payments all from the field

• Mobile Service– Manage & Schedule Services calls out in the field

Documents

Mobile One – Extending the Power of Business One to the Mobile Professional The Best Run Businesses Run SAP Mobile One for SAP Business One