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ee--SSyynneerrggyyTTHHEE OONNLLYY PPOORRTTAALL,, CCRRMM,, WWOORRKKFFLLOOWW AANNDD DDOOCCUUMMEENNTT MMAANNAAGGEEMMEENNTT SSYYSSTTEEMM TTHHAATT IINNTTEEGGRRAATTEESS WWIITTHH EEXXAACCTT JJOOBBBBOOSSSS
LLEEVVEERRAAGGEE YYOOUURR EEXXAACCTT JJOOBBBBOOSSSS IINNVVEESSTTMMEENNTT WWIITTHH
Revolutionizes the way a shop operates
Makes a significant difference in the way people
use information
Improves everyone’s output, from the shop
through upper management
We’d like to introduce you to Exact e-Synergy, a new Exact JobBOSS module
You’re already familiar with Exact JobBOSS®, - the leading shop floor control software for job shops
Web-SSite Portaals
Customer
Vendor
CContaact Relaationship
Maanaaggement
(CCRM))
Customers
Prospects
Vendors
Suppliers
Employees
Humaan Resources
Maanaaggement
(HRM))
Employees
Activities
Workflow Processes
Project Management
Document Control
Using the convenience of the Internet, Exact e-Synergy® puts
your customer, vendor, supplier, prospect, and employee
information and documents into one centralized, web-based
database platform that works with Exact JobBOSS® through a
two-way integration.
Manage all resources involved
Share information
Manage access rights
Two-way link to Exact JobBOSS - continually
enhanced to add additional integration
Access information anytime and anywhereAny computer connected to the web can communicate with
Exact e-Synergy - linking your managers, employees and other
resources. When you use e-Synergy, you are communicating in
real-time, making requests, creating documents and retrieving
information from its central database. Use Exact e-Synergy
wherever you are and whenever you want via PC or wireless
technology such as a Smart phone or Pocket PC. Whether at
home or on the road, you can still get your work done
efficiently and effectively.
A short path to the right informationThe information stored in Exact e-Synergy is presented in a
user-friendly manner and organized in a structured and logical
way, making it easy to use. Managers, employees, and other
resources can access information and documents real-time.
Security measures are applied to ensure only the people that
are authorized have access to information and documents.
e-SSynerggy aand Exaact JobBOSS Register to attend one of our upcoming e-Seminars! Call 1-8800-7777-44334 or visit www.exactamerica.com/jobboss
3
Exact e-Synergy - Web-based Business Process ManagementConnect the people, processes and knowledge that matters most
to your business with Exact e-Synergy®. Real-time, accurate views
of your company’s personnel, financials, workflow, documents
and asset information will give you additional control over your
operations and improve decision making, analysis, and shop
planning.
Web-Site PortalsSecurely allow prospects, resellers and customers to access their
portals anywhere and anytime; just like the Exact JobBOSS®
Customer Portal.
CRMWhether managing existing customers or prospecting for new
ones, Exact e-Synergy enables you to put the customer at the
center of your business.
WorkflowClosed-loop work assignment and teamwork means never losing
sight of critical business tasks.
Exact JobBOSS IntegrationLeverage data already in JobBOSS with a two-way integration of
customer and vendor data.
ReportingReal-time reporting and analysis for operational decision-making.
HR ManagementManage personnel with roles and rules-based access.
Project ManagementProjects link seamlessly, connect budgets, resources, documents
and tasks.
Document ManagementUnlimited document storage, integrated with Microsoft Office,
enhances productivity and retains essential business knowledge.
Account Information
Job Status
Stock Status
Payment History
Purchase Order Status
JobBOSSQuoting
Scheduling
Job Costing
Job Tracking
Material Mgmt.
Accounting
e-SynergyCRM
Workflow
HRM
Document Mgmt.
Project Mgmt.
Web Site Portals
Exact e-Synergy integrates with Exact JobBOSS to pull data that is necessary to better service your customers
Integrate the office with the shop
Plan, organize, lead and control
Integrate strategy into everyone’s job every day
Web-SSite Portaals
CContaact Relaationship
Maanaaggement
(CCRM))
Humaan Resources
Maanaaggement
(HRM))
Activities
Management is the process of getting activities completed
efficiently and effectively through multiple touch points. It
involves planning, organization, leading and controlling. Since
many people may be involved, policies and procedures are
useful to ensure that everyone complies with the way you want
things done.
One often hears the importance of linking every employee to
the departmental and company strategy. Every employee
should understand the company’s strategy and be motivated
to help achieve its strategic objectives. But how is this
accomplished?
Words can be spoken, but are often interpreted differently.
Processes can be put in place. But if those processes aren’t
incorporated into to the employee’s daily activities, eventually
they won’t be followed.
Exact e-Synergy is the tool that linkspeople, processes and knowledgeExact e-Synergy® allows you to implement strict procedures
and policies and provide access to multiple people who have
different reporting needs. And it provides the infrastructure
you need to align your employees’ day-to-day activities to your
strategies.
Identify and capture new opportunities
Find profitable growth in new markets
Increase customer focus with service excellence and
value added solutions
Increase customer value by working with existing
customers to expand their relationship with the
company
Maximize operational efficiencies to deliver products
Manage assets and investments to improve cash flow
As one shop owner said, “Simply put, I don’t want anything to
fall through the cracks. I’m relying on my employees to
communicate effectively together and to make good decisions.
They all need to be aware of the strategy and accountable for
its success.”
While you are in control of setting your company’s strategy, you
now have a tool that can help link the key components
together and point them “dead on” at your strategic goals. The
actual achievement of any corporate strategy is quite literally
the cause-and-effect relationship between people, processes
and knowledge.
Exact e-Synergy can positively impact the internal “cause and
effect” relationships between people processes and knowledge
on the way to supporting your company's strategies.
e-SSynerggy aand Exaact JobBOSS Register to attend one of our upcoming e-Seminars! Call 1-8800-7777-44334 or visit www.exactamerica.com/jobboss
5
Integration to your Exact JobBOSS back office system allows your company to become customer driven
e-Synergy Web Site Portals - Customer Service via the Web
Give your customers the answers they want 24 hours a day, 7 days a week, 365 days a year.
Password protected
Real-time connection with your Exact JobBOSS
database
Reduce constant interruptions from customers
calling into your shop
Provide your customers with visibility to accurate,
up-to-date information about their account.
Sales people can see what's going on with each
customer
Improve your business efficiencies and customer
service capabilities
Give your customers the ability to interactwith you when it's convenient for themAn Exact e-Synergy® web site portal provides a virtual entrance
to your company, where your customers can find all the
information they need regarding your products and services. It
takes the burden of providing convenient, 24/7, customer
service off your company and employees.
Position your shop as an advanced user oftoday's latest technologiesAn Exact e-Synergy web site portal will set you apart from your
competitors. It's not just a separate web site; it's integrated
into your Exact JobBOSS® system. By taking advantage of the
power of the Exact e-Synergy platform, integration to Exact
JobBOSS and the Internet you'll:
Improve your business efficiency and customer
service because your customer files are always up to
date
Differentiate yourself from your competition
Meet your customer demands because they have a
quick, easy way to communicate directly with you via
the Web
Increase sales by drawing attention to news and
special offers
Access new markets
Provide your customers and suppliers with
functionality and visibility via the Internet typically
offered only by larger corporations
An extraa service you provide
thaat aalso ligghtens the
workloaad on your staaffff.
Instead of interrupting you
with a phone call or email, via
the Web your customers can
easily:
View order information
Check stock status
Submit an RFQ
View account information
View payment history
Submit a request for their
Sales or Customer Service
Representative to call them
e-SSynerggy aand Exaact JobBOSS Register to attend one of our upcoming e-Seminars! Call 1-8800-7777-44334 or visit www.exactamerica.com/jobboss
7
It’s as easy as 1, 2, 3!
Simply click to see additional details.
1
2
3 Your customers can see theirquotes, orders and parts in stock.
From their Account Card your customers can access real-timeJobBOSS information.
Create a web-site portal for your customers that can beaccessed right from your web page. You can set up yourCustomer Portal to look the way you want it to. Fromthe portal, your customers can send you requests, viewdocuments and access their account information andother links that you define.
Support your remote sales force and share
customer information with one single application
Know how the sales and service departments are
performing, what your sales forecasts are, how
long it takes to respond to questions and
requests from your customers. (Supports your
reporting and analysis requirements)
Designed to increase employee productivity and
customer satisfaction by facilitating co-operation
Every document, request, comment, or
notification is tagged with security to ensure only
the people that are authorized can retrieve and
view information
Information can be made available to external
parties including suppliers and customers
Mail Merge
Manage appointments, mailings, and marketing
campaigns through integration with Microsoft
Exchange and Microsoft Outlook
Increase efficiency and reduce costswith Exact e-Synergy CRM
Increase customer focus
Job shops constantly struggle with lack of visibility, lack of
communication, and the fact that none of their customer,
vendor and supplier data is tied together. The level of visibility
and communication Exact e-Synergy® provides ensures that
your entire company has a clear view of your overall
relationships; that means existing customers and potential
new customers and vendors.
Serving your customer means making them part of your
business. Exact e-Synergy is not simply a CRM system that is
restricted to Account Managers, Customer Service
Representatives and Sales Management. Instead, it provides
each and every employee, business partner and supplier with
the ability to use and record customer and vendor information.
Exact e-Synergy’s full integration with Microsoft Exchange and
Outlook make planning and e-mailing easy. The appointments
you have scheduled in Microsoft Exchange and displayed in
Outlook can be synchronized and available in e-SSynergy.
Integration with Exact JobBOSS® allows you to view real-time
JobBOSS information. Anyone with web access, such as a
salesperson on the road, can see customers, quotes, orders,
shipment history and the most recent customer
communication.
Why CCRM is importaant to
your business —
It costs six times more to
sell to a new customer than
an existing customer
An increase of only 5% in
customer retention
increases profits by 85%
A disappointed customer
will tell 8-10 people about
their experience
But 70% of those
unhappy customers will
remain faithful if you
resolve the problem
e-SSynerggy aand Exaact JobBOSS Register to attend one of our upcoming e-Seminars! Call 1-8800-7777-44334 or visit www.exactamerica.com/jobboss
Store all the critical data for this customer in one place. All communications,documents and even a link to real-time JobBOSS data is visible from this location.
Think of it as an electronic filing cabinet for each customer's activities.
9
You pre-set workflows for approvals for uniform
and easy-to-control request handling
All your information is in one system to
substantially cut time and cost
Status can be monitored real-time
Routings are tied to people and activities
Accounts, Resources and Items can be tied to
projects
Financial reports available
Portals can be created to the outside world
Information can be shared company wide and
beyond to customers, resellers and suppliers
Workflow is in compliance with policies and
procedures
Supports ISO9000 certification requirements
Workflow Processes
Increase communication and productivity
Typical email
communications leave you
wondering if your request
went into the black hole of
forgotten email.
In each company, many different activities take place ranging
from hiring new employees, to maintaining equipment, to
following up on returned parts. Typically, these activities are
recorded in different ways, with different systems, and involve
many different people, making it hard to quickly get accurate
and reliable information.
Exact e-Synergy eliminates informalprocesses with built-in, closed-loopworkflow processesExact e-Synergy® standardizes and streamlines your internal
workflow processes. No more requests by e-mail or scraps of
paper or Post-Its stuck to your computer monitor.
The workflow in Exact e-Synergy streamlines your business
processes, eliminating paper requests that require manual
labor to process. It automates the activities of passing
information and documents from one person to another based
on your company's rules or policies. Requests are made
electronically and travel via pre-defined workflows that you set
up to fit your shop. You can send comments or notifications to
others that come back to you for closure.
You always have visibility into what isgoing on real timeWithin Exact e-Synergy you link people and activities together
with requests and documents to capture all related actions
and interactions. Employees get information and documents
they want without wasting time. More importantly, they have
access to the most up-to-date information whenever they need
it, from wherever they are.
e-SSynerggy aand Exaact JobBOSS Register to attend one of our upcoming e-Seminars! Call 1-8800-7777-44334 or visit www.exactamerica.com/jobboss
Requests are how you communicate within Exact e-Synergy —Know who, what, when, where and why
11
Boost ProductivityWith Exact e-Synergy, employees can obtain the information
they need without wasting time. They can continue to
communicate with people outside your company using
Outlook. More importantly, they have access to the most up-
to-date information whenever they need it, from wherever
they are. Exact e-Synergy assures the information they
communicate is the most recent and the most accurate. And
you’ll have a better overview of all requests - who, what,
when, where and why.
Quick, easy reportingGain insight into evaluating and improving your processes.
With Exact e-Synergy's built-in reporting and analysis, you’ll
know:
Which types of requests are most common
How many requests an employee has processed in a
given time period
The average processing time (in days) for a particular
type of request
Everything you do is documented to keep in compliance with
your policies and procedures — you’ll always have an audit
trail.
Exact e-Synergy organizes the production, accessibilityand distribution of documents
Maximize Organizational Efficiencies
Exact e-Synergy® allows you to create, post, collect, categorize,
route and approve documents and any related information.
A single version of any kind of word document, spreadsheet,
presentation, photo or drawing can be linked in Exact
e-Synergy to be viewed and shared with authorized individuals.
You no longer have to guess if a documenthas been approved or what folder someonemay have placed it intoExact e-Synergy functions much like a large integrated library,
managing not just your documents, but also the information
about your documents, and the information within your
documents. You no longer have multiple copies of the same
document floating around; everyone has access to the most
recent version to simplify cooperation, improve efficiency and
speed up decision-making.
Consistent data availableSince Exact e-Synergy is browser-based, you can access your
data from every place in the world, as long as you have access
to the Internet. In the middle of the night, on the other side of
the globe, check your workflow and review the latest reports
from your subordinates. Approve vacation requests and make
a report of your current business trip.
Create, store, share and manage all kinds of
documents including contracts, policies,
announcements, newsletters and other mail,
brochures, scanned documents, product
information, manuals and ISO procedures
Create links to customers, products, employees
and other documents
One version of a document for everyone to
access
Accessible from one central location
Share documents with convenient access via the
Internet
Creation of Web documents
Mail merge
Integrated with Microsoft Office products such as
Microsoft Word, Excel, PowerPoint and FrontPage
Who is Exact?
Exact Software, founded in
1984, is a publicly held
company headquartered in
the Netherlands.
• 160,000 customers in
120 countries
• 2100+ employees
worldwide using the
same Exact e-Synergy
system that we use
here at JobBOSS.
www.exactamerica.com
e-SSynerggy aand Exaact JobBOSS Register to attend one of our upcoming e-Seminars! Call 1-8800-7777-44334 or visit www.exactamerica.com/jobboss
13
Centralized storage of all your documentsWith Exact e-Synergy® you can digitally store any kind of
document in a central database. Invoices, contracts,
brochures, reports, policies, animations, legal documents:
they are all available in one system - e-Synergy. Imagine no
more searching through piles of paper files to find contracts.
receipts, order forms, etc. Just scan your documents and insert
them into Exact e-Synergy. You will save at least 50% of your
paper costs. Your documents will be available to whomever
you want.
Link your documents to customers,suppliers, products, employees, financial transactions, projects and even other documentsAll documents can be sought and retrieved via the Web
browser, using a super-fast search engine. You can create
different categories and sub categories in which you can store
your documents. This way your documents are neatly arranged
and can be easily found with the search engine. You won't
have to worry about size or the number of documents you can
store. The Exact e-Synergy database is infinitely large. It has
never been this easy to share information and maintain your
archive.
Streamline your external communicationWith Exact e-Synergy you can not only optimize your internal
communication, you can also streamline your external
communication. You can build public web sites, and intranet
and portals for your customers. e-Synergy has all the features
you need to create the web sites you want.
Categories and sub-categories are customizable
Exact e-Synergy System Requirements and Security
Access information anytime, anywhere.
Exact e-Synergy® has been developed using standard Microsoft technology and is designed for a Microsoft-based platform. This allows
us to maximize the benefits from the features this platform offers.Making optimal use of Exact e-Synergy sets the requirements for the
server that the solution and database run on. e-Synergy can be accessed by most of today’s Windows clients, provided they have a
recent version of Internet Explorer.
The typical Exact JobBOSS® customer will have less than 50 named e-Synergy logins.
There are two options for installation and use of Exact e-Synergy:
Option 1 — Use of e-Synergy on an internalnetwork and connected to the World Wide Web
SQL Server
Dual P4 or Xenon chips, 1.5 GHz or greater
1.5 GB RAM
3 drive RAID with 108 GB total storage
Windows 2003 Server or Windows 2000 Server
with Service Pack 1 (or newer)
Microsoft SQL 2000
IIS Server
P4, 1.5 GHz or greater
1 GB RAM
500 MB free hard drive space
windows 2000 or XP
Internet Information Server 5.0
Firewall
Managed Firewall (Example: Cisco Router 2600)
IIS Server
SQL Server
Computer
Computer
Computer
FirewallWorld Wide Web
Technology experts
recognize e-SSynergy!
• 2005 Microsoft
Partner of the Year
with the ‘Most
Innovative Software
Solution’ Award for
its Exact e-Synergy
solution
• 2004 Crossroads -
“A-List” Finalist
• 2003 Best of CeBIT
America - Best
Enterprise
Application
• 2003 Technology in
Manufacturing Award
- Davis Controls
• 2002 Best of Comdex
Finalist - Enterprise
Software Category
Option 2 — Use of Exact e-Synergy onlyon an internal network
In this configuration, the SQL server and the IIS server can be
on the same machine.
SQL & IIS Server
Dual P4 or Xenon chips, 1.5 GHz or greater
1.5 GB RAM
3 drive RAID with 108 GB total storage
Windows 2003 Server or Windows 2000 Server
with Service Pack 1 (or newer)
Microsoft SQL 2000
Internet Information Server 5.0
SQL & IIS Server
Computer
Computer
Computer
e-Mobile for e-SynergyExact Software has developed an on line
add-on to Exact e-Synergy® — e-Mobile.
It is specifically designed to work with PDA's
with Windows Mobile and runs on Pocket
Internet Explorer (PIE).
By using the e-Mobile solution more of your
employees will have access to real time
information in the system and can update this
information at a glance
A proven solution with a short return on
investment for those working in the field, such as
service and sales employees
e-Mobile makes it suitable, in principle, for
everyone who does not have a permanent
workspace and/or computer
e-SSynerggy aand Exaact JobBOSS Register to attend one of our upcoming e-Seminars! Call 1-8800-7777-44334 or visit www.exactamerica.com/jobboss
15
©2005 Exact Holding North America, Inc. All rights reserved. JBLITSS125 11/05
Connecting People, Processes and KnowledgeThe Power of One
CRMHRM
Portals and IntranetsWorkflow Processes
Document ManagementProject Management
Financial ReportsLogistics
It’s easy and fast to implementand integrates with Exact JobBOSSto eliminate double entry of data.
1-800-777-4334 or visit www.exactamerica.com/jobboss
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