Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl

Exact Synergy ASP

vs

Exact Synergy Enterprise

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 2

Inhoudsopgave Usability Comparison ........................................................................................................................................................... 3

Personalization ................................................................................................................................................................. 3 Input Experience ............................................................................................................................................................... 3 Output Experience ............................................................................................................................................................ 4 Accessibility ...................................................................................................................................................................... 4 Findability .......................................................................................................................................................................... 5 Unicode ............................................................................................................................................................................. 5

Functional Comparison ........................................................................................................................................................ 7 Financial ............................................................................................................................................................................ 7 Logistics .......................................................................................................................................................................... 10 HRM ................................................................................................................................................................................ 12 Documents ...................................................................................................................................................................... 14 CRM ................................................................................................................................................................................ 16 Marketing ........................................................................................................................................................................ 18 Workflow ......................................................................................................................................................................... 20 Assets ............................................................................................................................................................................. 22 Project ............................................................................................................................................................................. 24 Business Analytics .......................................................................................................................................................... 26 System ............................................................................................................................................................................ 27

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 3

USABILITY COMPARISON

Feature Area Exact

Synergy

Exact

Synergy

Enterprise

Feature Description Related

Document

Personalization

Customizable

browser filter Unavailable New

Users can decide what and how they want to see a

browser; ability to add, remove or rearrange browser

columns.

15.602.650

Customizable

home page Existing Enhanced

Users can decide what to be included and how the menu

layout should be displayed; ability to add, remove or

rearrange different gadgets on the dashboard.

15.613.561

Textual user

interface Unavailable New

The new interface focuses on providing a streamlined,

simple, and clean navigation so that you can easily

access the functions.

16.648.526

17.359.666

Pin Unavailable New Users can choose to freeze/pin the result header for better

readability. 15.602.640

Customization of

maintenance

card

Existing Enhanced

Customization of maintenance card can be perform from

the maintenance page; ability to add, remove or

rearrange data fields.

15.637.106

Restore function

in menu

customization

Unavailable New Ability to restore default settings in menu customization. 15.607.877

Expand/collapse

search criteria Existing Enhanced

All the search criteria sections in a search application or

report have the expand/collapse function. 18.321.195

Pop-up message Unavailable New Users can opt to have messages displayed in a pop-up

window. 15.602.716

User-defined

Cascading Style

Sheets (CSS)

Unavailable New

A standard naming convention implemented for user-

defined CSS prevents the style sheets from being

overwritten each time the system is updated.

17.997.022

Input Experience

Auto Date

Format Unavailable New

Save data entry time with this auto complete for month

and year when day is filled up. 15.602.639

Predefined date

range Unavailable New

A set of predefined values are available for date range

selection. For example, This year, Today, Yesterday and

etc. Whenever one of these is selected, the date value will

be filled up automatically.

15.602.657

Close button Existing Enhanced

In Exact Synergy Enterprise, the Close button is more than

just closing the page. It will trigger incomplete entry or

changes; and require users to respond if saving changes

made before exiting the page.

15.602.644

(De) Select all

options Existing Enhanced

Users can select or deselect all check boxes from

the listing with just a click. 15.602.675

Save + New

Button Unavailable New

In all maintenance pages, the Save+New button is

introduced. This button allows users to continue with data

entry and saving the changes without exiting from the

18.321.230

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 4

page.

Reset and

Default buttons Existing Enhanced

The Reset button is to reset all values on the screen

controls like input textbox, browser, combo box and etc.

The Default button is the same as the Reset button, which

also removes all the customized controls.

18.321.593

Auto focus on

input field Unavailable New

Input field that currently requires attention will be

"wrapped" with a bold line box to distinguish it from other

input fields.

15.613.645

Maintain master

data within

browser

Unavailable New

Users can add or edit master data within the browser itself

if the master data is not available for selection. Users no

longer need to do it from the maintenance menu.

15.623.898

15.623.923

Type-ahead

suggest textbox Unavailable New

In Exact Synergy Enterprise, type-ahead suggest textbox is

available for all the commonly-used input fields. Based on

the input provided, the system will suggest a list of possible

values. Users do not have to complete the entire word.

15.602.665

Image control

for maintenance

application

Existing Enhanced Images can be uploaded using image control. 15.602.685

Auto load

browser if

mandatory field

is left blank

Unavailable New

The browser will be loaded automatically whenever users

leave a mandatory field blank. This action is triggered

when users press the TAB or ENTER key.

15.602.698

Input data into

text box Unavailable New

Users can input data in a text box other than searching for

it from the browser window. 18.321.248

Output Experience

Sorting features Existing Enhanced Only a click is required to change the sorting sequence.

Results will be refreshed automatically. 15.602.684

Pagination Existing Enhanced

Users can define the page size (the number of rows) to be

displayed in the results page for better readability and

data loading performance.

15.602.666

Show button to

retrieve reports Existing Enhanced

For all report pages, when the page is loaded up for the

first time, the Show button is displayed. Until users have

filled up all the selection criteria and clicked the Show

button, the button will be displayed as Refresh.

18.321.211

Interactive chart

view Existing Enhanced

Organization can be displayed in a newly enhanced

interactive chart view, whereby basic information can be

viewed from the chart itself. Users can also drill down to

the next hierarchy level without refreshing the page.

15.602.627

Printable and

exportable to

Microsoft Excel

Existing Enhanced Ability to preview and print report with just a click based

on the report results. 15.613.095

Accessibility

Different data

row color Unavailable New

Results are displayed in rows with alternate colors to

improve readability. 15.602.647

Non-action links

and icons in Existing Enhanced

For a more organized and structured layout, all the action

buttons are now place at the top of the page, while all 18.321.266

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 5

relocated non-action links are moved to monitor section.

Warning

message when

navigating

away

Unavailable New

In the maintenance page, when changes are made and

users navigate away without saving, a warning message

will be displayed for confirmation.

15.613.580

Confirmation

message on

close

Unavailable New

In the maintenance page, when changes are made and

users clicked on the Close button, a warning message will

be displayed to confirm if changes need to be saved.

15.602.644

Message in new

window Existing Enhanced

Messages are displayed in a new window to draw users'

attention. 15.345.128

Remember last

menu tab

entered

Unavailable New The system will always remember the last menu tab

selected by the users and display it on the next login. 15.602.737

Hyperlinked for

selected value

in browse

control field

Existing Enhanced The value in the browse control field will be hyperlinked to

make maintenance easier and more flexible. 15.607.933

Standard

location for

messages

Existing Enhanced Messages are displayed at a standard location for

consistency. 15.608.539

Recode, Copy,

and Merge

buttons

Existing Enhanced Recode, Copy, and Merge buttons are placed in edit

mode instead of view mode. 15.608.236

Adding page to

Favourites Existing Enhanced

Adding a page to Favourites can be done by right-

clicking on a menu link. 15.617.672

Bigger clickable

area for check

boxes and radio

buttons

Existing Enhanced Users can click on the caption besides a check box or

radio button to activate the control. 15.607.867

Findability

Advanced

search Existing Enhanced

Users can now include more search criteria to refine the

search result. 15.602.713

Advanced

search Existing Enhanced

The default advance search criteria are simplified for easy

usage.

17.424.438

17.996.409

Search Feature:

Start with,

Contains and

Equal to

Existing Enhanced

In the search application, the search feature "Starts with",

"Contains" and "Equal to" are replaced with an icon from a

drop-down list.

15.602.677

Customize

search page Existing Enhanced

Users are able to customize the available columns before

performing the search process. 15.617.675

Smart search for

Documents and

Requests

browsers

Existing Enhanced The smart search in pop-up browsers provides

convenience to the users. 17.371.644

Unicode

Unicode Unavailable New The system is Unicode compliance which truly support 17.804.316

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 6

compliance multi-country operations.

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 7

FUNCTIONAL COMPARISON

Functional Worksheet

Financial

Exact Synergy Exact Synergy

Enterprise Notes

Unsupported Functionalities

1 Create new currencies Y N Done via metadata.

2 Generate budget - Copy HRM payroll data into

Financial budget

Y N Removed due to revamp of payroll

in Exact Synergy Enterprise.

3 Indicators report - Expand and collapse report Y N Removed due to revamp of payroll

in Exact Synergy Enterprise.

4 Division: Period report - Expand and collapse

report

Y N

5 Revenue Top 100 report - Set duration before

timeout for report

Y N

6 Suppliers Top 100 report - Set duration before

timeout for report

Y N

1.0 Setup

1.1 Organization data - Groups, divisions, cost

center groups, cost centers

Y Y

1.2 Master data - GL accounts, categories, budget

scenarios, payment condition

Y Y

1.3 Financial years/periods Y Y

1.4 Tax codes and tax return boxes Y Y

1.6 Currency's period and daily exchange rates Y Y

1.7 Indicators Y Y

1.8 Entry screens Y Y

1.9 Numbers: Our ref - General, Sales, Purchase Y Y

1.10 Settings Y Y

2.0 Entry

2.1 Financial entry Y Y

2.2 Process open entry Y Y

2.3 Process: Result Y Y

2.4 Delete entry Y Y

2.5 Edit entry Y Y

2.6 Reopen processed entry Y Y

2.7 Financial budget entry Y Y

2.8 Approve budget entry Y Y

2.9 Process budget entry Y Y

2.10 Reopen budget entry Y Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 8

2.11 Delete budget entry Y Y

2.12 Resources budget entry Y Y

3.0 Reports

3.1 Search Y Y

3.2 Search template Y Y

3.3 Organization chart report by indicator Y Y

3.4 Division status report Y Y

3.5 Financial log Y Y

3.6 Chart of Accounts Y Y

3.7 G/L cards Y Y

3.8 Balance sheet, P&L Y Y

3.9 Pivot analysis Y Y

3.10 Results Y Y

3.11 Indicators Y Y

3.12 Division: Period Y Y

3.13 Budgets Y Y

3.14 Account receivables - Sales invoice, Balance list,

Aging analysis, Revenue: Top 100

Y Y

3.15 Account payables - Purchase invoice, Balance

list, Aging analysis, Suppliers: Top 100

Y Y

3.16 Tax transactions Y Y

3.17 Exchange rates Y Y

3.18 Graph - A/R, A/P, Bank/Cash Y Y

3.19 Generate Excel Y Y

3.20 Log: Excel mail merge Y Y

3.21 View report by Our/Your Ref Y Y

3.22 View report by Entry No Y Y

4.0 Replication - XML, URL, Backgroundjob

4.1 Budgets Y Y

4.2 Financial transactions Y Y

4.3 G/Ls Y Y

4.4 Exchange rates Y Y

4.5 RPFinancialcheck.exe Y Y

5.0 Financial Consolidation

5.1 Consolidation structure N Y

5.2 Ownership listing N Y

5.3 Check configuration N Y

5.4 Presentation currency translation N Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 9

5.5 Consolidation worksheet N Y

5.6 Elimination entries N Y

5.7 Consolidated balance sheet N Y

5.8 Consolidated profit & loss statement N Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 10

Functional Worksheet

Logistics

Exact Synergy Exact Synergy

Enterprise

Notes

Functionalities

1 Warehouse and warehouse creation Y Y

2 BOM Y N Only available in integrated

environment.

3 Create catalogs Y Y

4 Merge item Y Y

5 Item search Y Y

6 Recode release Y Y

7 Promote release Y Y

8 Read log in item card Y Y

9 Send e-mail function in item card Y Y

10 BOM report Y N Only available in integrated

environment.

11 XML item replication Y Y

12 XML sales order replication Y Y

Logistics

1.1 Create assortment Y Y

1.2 Create releases and link to assortment Y Y

1.3 Create assortment properties and link to

assortment

Y Y

1.4 Recode assortment and assortment code Y Y

1.5 Merge assortment and assortment code Y Y

1.6 Create item - relation types and link to item Y Y

1.7 Shown parent-child relation in configuration

page

Y Y

1.8 Create units and apply to item Y Y

1.9 Logistics settings Y Y

1.10 Create item Y Y

1.11 Link attachment to item Y Y

1.12 Configuration in item - Parent and child

relationship

Y Y

1.13 Link account to an item Y Y

1.14 Recode item Y Y

1.15 Move item - attributes Y Y

1.16 Move item - Assortment Y Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 11

1.17 Variant and discount price in item card Y Y

1.18 Batch update - item Y Y

1.19 Request merge - item search Y Y

1.20 Webshop Y Y

1.21 Sales invoices Y Y

1.22 Purchase order Y Y

1.23 Serial/Batch item Y Y

1.24 Data log in item card Y Y

1.25 XML invoices replication Y Y

1.26 XML purchase replication Y Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 12

Functional Worksheet

HRM

Exact Synergy Exact Synergy

Enterprise

Notes

Unsupported Functionalities

1 Absence Period Closing

** Limitation in Sick Request viewed in Personal

Planning page:

Sick Request created without entering End Date

but End Time is defaulted with 00:00 hours

:: In Personal Planning page, the Sick Request is

coloured up to today's date

Y N BR 22.019.266

BR rejected as this is the design in

.Net

1.0 Vacancy, Applicant & Resource

1.1 Create new vacancy Y Y

1.2 Create new applicant with vacancy linked Y Y

1.3 Create new applicant without vacancy Y Y

1.4 Edit, modify, delete, copy, reject vacancy and

applicant

Y Y

1.5 Create applicant in vacancy Y Y

1.5 Create, edit, transfer resources Y Y

1.6 Linking vacancies from an external website N Y

1.7 Ability to search and merge double applicants N Y

1.8 Internal employees application for a vacancy N Y

1.9 MS Word integration N Y

1.10 Multiple employment per vacancy N Y

1.11 Enhanced reporting on applicants N Y

1.12 Physical location in applicant and vacancy

cards

N Y

1.13 Multiple attachments for applicants and

vacancies

N Y

1.14 Multiple applicants entry N Y

1.15 Import applicants N Y

1.16 To be approved status for vacancies N Y

1.17 Google map service N Y

2.0 Absence

2.1 Absence request Y Y

2.2 Multiple absence request Y Y

2.3 Prorate entitlement Y Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 13

2.4 Personal planning Y Y

2.5 Schedule maintenance Y Y

2.6 Absence period closing Y Y

3.0 Competency

3.1 Simple method Y Y

3.2 Advanced method Y Y

3.3 New calculation methods for competency

management - summation, average &

percentage

N Y

3.4 Applicant and vacancy matching N Y

3.5 Applicants and vacancies matching wizard N Y

3.6 Resume/CV N Y

3.7 Search resources based on competency N Y

4.0 Performance Management

4.1 Target agreement N Y

4.2 Performance review management N Y

5.0 Time & Attendance

5.1 Advance work schedules with ON/OFF option N Y

5.2 Time and attendance reporting N Y

6.0 Payroll

6.1 Payroll component Y Y

6.2 Payroll processing Y N

7.0 User License Types

7.1 Employee Self Service N Y

7.2 Business N Y

7.3 Full Suite N Y

7.4 Search resource by user license types N Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 14

Functional Worksheet

Documents

Exact Synergy Exact Synergy

Enterprise

Notes

1.0 Maintenance of documents

1.1 Create main category, category, subcategory

for new document

Y Y

1.2 Create new document type layout Y Y

1.3 Create new document using the main

category-category-subcategory and type

layout

Y Y

1.4 Grouping of documents by category/type at

Document startpage

Y Y

1.5 Document explorer view N Y

1.6 Use version control Y Y

1.7 Create mail merge and document layout Y Y

1.8 Select and delete/archive/draft all documents Y Y

1.9 Create pictures Y Y

1.10 Move document Y Y

1.11 Create website layout Y Y

1.12 Create list layout Y Y

1.13 Create news layout for divisions Y Y

1.14 Set default news frontpages for all modules Y Y

1.15 Scan document Y Y

1.16 Save document templates Y Y

1.17 Read mode for attachment N Y

1.18 Use corporate tags N Y

1.19 Define automatic document archiving criteria N Y

2.0 Functionality of documents

2.1 Edit document - modify, save, delete, draft Y Y

2.2 Copy document Y Y

2.3 Reply document Y Y

2.4 Archive document Y Y

2.5 Preview document Y Y

2.6 Print document Y Y

2.7 Switch between simple and advanced mode

when editing

Y Y

2.8 Publish document as headlines/frontpages Y Y

2.9 Edit document with Word by clicking the Word Y Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 15

icon on document

2.10 Email document with Outlook by clicking the E-

mail icon on document

Y Y

2.11 Delete document based on document deletion

date

Y Y

2.12 Insert attachment into document Y Y

2.13 Set security levels for documents Y Y

2.14 Use special symbols/character during editing Y Y

2.15 Multiple attachments N Y

2.16 Document tagging N Y

2.17 Document bulk upload wizard N Y

3.0 Document search

3.1 Search document Y Y

3.2 Document smart search N Y

3.3 Customize document search Y Y

3.4 Quick search for document - left menu Y Y

3.5 Document listing sort by creator name N Y

3.6 Document search based on tags N Y

4.0 Pivot analysis

4.1 Pivot analysis include matrix/bar/pie view Y Y

4.2 Pivot analysis include list, organization chart, line,

and region chart

N Y

5.0 Others

5.1 Forum subscription Y Y

5.2 Full text background job Y Y

5.3 Subscribe to document lists as an RSS feed N Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 16

Functional Worksheet

CRM

Exact Synergy Exact Synergy

Enterprise

Notes

1.0 Maintenance of account

1.1 Maintain account (Add, Edit & Delete) Y Y

1.2 Maintain titles Y Y

1.3 Maintain address - types Y Y

1.4 Maintain free fields - accounts Y Y

1.5 Maintain free fields - contacts Y Y

1.6 Maintain free fields - addresses Y Y

1.7 Maintain ship via Y Y

1.8 Maintain job titles Y Y

1.9 Transfer of reseller account Y Y

1.1 Maintain account fields-links Y Y

1.11 Customize corporate account card Y Y

1.12 Maintain contract parameters Y Y

1.13 Maintain contract processes Y Y

1.14 Maintain settings Y Y

1.15 List account fields Y Y

1.16 Microsoft Add-ins Y Y

1.17 Synchronize settings Y Y

1.18 Not validated accounts cleanup Y Y

1.19 Doubles: Accounts Y Y

1.20 Doubles: Contacts Y Y

1.21 De-duplication N Y

2.0 Account Entry

2.1 Create prospect account Y Y

2.2 Create customer account Y Y

2.3 Create associate account Y Y

2.4 Create supplier account Y Y

2.5 Create reseller account Y Y

2.6 Create division account Y Y

2.7 Create bank account Y Y

2.8 Create lead account Y Y

2.9 Create suspect account Y Y

2.10 Quick entry N Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 17

2.11 Import wizard N Y

3.0 Search & Reporting

3.1 Set search criteria as a template Y Y

3.2 Ability to customize search fields Y Y

3.3 Search result can be returned as "count" instead

of listing

Y Y

3.4 Export search result Y Y

3.5 Mail merge Y Y

3.6 Account pivot analysis Y Y

4.0 Contract

4.1 Contracts maintenance Y Y

4.2 Contract pivot analysis Y Y

4.3 Contract monitor & analysis Y Y

4.4 Inflow/outflow analysis Y Y

4.5 Contracts prolongation Y Y

5.0 Portal Access

5.1 Login as reseller Y Y

5.2 Login as customer Y Y

5.3 Login as supplier Y Y

5.4 Separate licenses required for Customer and

Reseller portals

N Y

6.0 Opportunity Management

6.1 Sales cycle definition and process N Y

6.2 Opportunity maintenance N Y

6.3 Opportunity reports/dashboard/funnel N Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 18

Functional Worksheet

Marketing

Exact Synergy Exact Synergy

Enterprise

Notes

1.0 Forum

1.1 Discussion

1.1.1 Subscription Y Y

1.1.2 Subject Y Y

1.1.3 Recent postings Y Y

1.1.4 Last 7 Days Y Y

1.1.5 Search Y Y

1.2 Links Y Y

1.3 Forum

1.3.1 Reseller Y Y

1.3.2 Customer Y Y

1.3.3 Employee Y Y

1.4 Maintenance

1.4.1 Categories Y Y

2.0 Reports

2.1 Customers

2.1.1 Request: Statistics Y Y

2.1.2 Customer satisfaction Y Y

2.1.3 Classifications Y Y

2.1.4 Ratings Y Y

2.1.5 Sectors Y Y

2.1.6 Mail merge: Log Y Y

2.1.7 Item: Downlaod Y Y

2.2 Web Site

2.2.1 Portal Y Y

2.2.2 Activity Y Y

2.2.3 Requests: Web Site Y Y

3.0 Maintenance

3.1 General

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 19

3.1.1 Sectors Y Y

3.1.2 Subsectors Y Y

3.1.3 Sizes Y Y

3.1.4 Classification Y Y

3.1.5 Sources Y Y

3.2 Rating: Rule

3.2.1 Customer Y Y

3.2.2 Reseller Y Y

3.3 Web Site

3.3.1 Web Sites Y Y

3.3.2 Customer: Page - Support Y Y

3.3.3 Settings Y Y

3.3.4 Frontpage Y Y

3.3.5 List Y Y

3.3.6 Banner Y N

3.4 Orders

3.4.1 Catalogs Y Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 20

Functional Worksheet

Workflow

Exact Synergy Exact Synergy

Enterprise

Notes

1.0 Request type

1.1 Create a new category Y Y

1.2 Modify/delete existing category Y Y

1.3 Create a new request type Y Y

1.4 Editing/removing request types Y Y

1.5 New field - Account (Type) and Account

(Status)

Y Y

1.6 Time field Y Y

1.7 Time zone Y Y

1.8 Remove remark Y Y

1.9 Additional reference for free GUID fields Y Y

1.10 Term issue Y Y

1.11 Security issue Y Y

1.12 Create request and assign request to various

resources

Y Y

1.13 Calendar and workflow notification Y Y

1.14 Create document from request N Y

1.15 Allow hyperlink in remarks N Y

1.16 Specifying request fields to copy N Y

1.17 Ability to add section in request N Y

1.18 Request fields relationship definition N Y

1.19 XML export/import of request types N Y

2.0 Request Search

2.1 Search through request ID Y Y

2.2 Search request information using advanced

search

Y Y

2.3 Customize search fields Y Y

2.4 Creating private search template Y Y

2.5 Creating public search template Y Y

2.6 Add new column Y Y

2.7 Advance search Y Y

2.8 Define account and contact free fields Y Y

2.9 Workflow: Mail merge Y Y

2.10 Workflow: Mail merge (user-defined address N Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 21

type)

2.11 Grouping for workflow list N Y

2.12 Sort by using column headers in addition to

dropdown list

N Y

2.13 Adjustment on remove from workflow pop up

message

N Y

2.14 Capability to mark request task as unread N Y

2.15 Workflow transfer N Y

2.16 Workflow bulk handle N Y

3. Pivot Analysis

3.1 Pivot analysis Y Y

3.2 Enable "filter criteria" for "free fields" in pivot

analyses

Y Y

3.3 Add new field Y Y

4. Test/Poll

4.1 Create new category Y Y

4.2 Test/Poll: List Y Y

4.3 Test/Poll: Answer Template Y Y

4.4 Test/Poll: Design Y Y

4.5 Test/Poll: Execute Y Y

4.6 Test/Poll: Settings Y Y

4.7 Test/Poll: Quality Analysis Y Y

5. Process Flow

5.1 Create and define process flow template Y Y

5.2 Create new process flow template Y Y

5.3 View process flow template Y Y

5.4 Edit existing process flow template Y Y

5.5 Create new process flow Y Y

5.6 Reject and resubmit or reopen existing request

in a process flow

Y Y

5.7 Validation on next request creation in a process

flow

Y Y

5.8 Delete existing process flow template Y Y

5.9 Allow maximum 10 requests in a process flow N Y

5.10 Horizontal view of workflow requests N Y

6 Option to display 12-hour clock (AM/PM) N Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 22

Functional Worksheet

Assets

Exact Synergy Exact Synergy

Enterprise

Notes

1.0 Maintainance

1.1 Fixed assets

1.2 Purchase contract Y N

1.3 Service contract Y N

1.4 Depreciation Y Y

1.5 Assets group Y Y

1.6 Miscellaneous Y Y

1.7 Settings Y N

2.0 Fixed Assets

2.1 Fixed assets Y Y

2.2 Purchase contract Y Y

2.3 Service contract Y Y

3.0 Search

3.1 Simple search Y Y

3.2 Advanced search Y Y

3.3 Customize search Y Y

3.4 Creating search Y Y

4.0 Reports

4.1 Resource Y N

4.2 Cost center Y N

4.3 Status Y N

4.4 Asset group Y N

4.5 Supplier Y N

4.6 List N Y

4.7 Service contract Y Y

4.8 Contract: Analysis Y Y

4.9 Contract: Monitor Y Y

4.10 Contract: Inflow/Outflow Y Y

4.11 Prolongation: Analysis Y Y

4.12 Prolongation: Value - Division Y Y

4.13 Balance list Y Y

4.14 Depreciation plan Y Y

4.15 Transaction Y Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 23

4.16 Intercompany Y Y

4.17 Total: Year end Y Y

4.18 Purchase contracts Y Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 24

Functional Worksheet

Project

Exact Synergy Exact Synergy

Enterprise

Notes

1.0 Entry

1.1 Project entry Y Y

2.0 Maintenance

2.1 Free fields Y Y

2.2 Settings Y Y

2.3 Realizations Y Y

3.0 Reports

3.1 My Projects Y Y

3.2 Managers Y Y

3.3 Divisions Y Y

3.4 Accounts Y Y

3.5 Items Y Y

3.6 Cost center Y Y

3.7 Read - recent Y Y

3.8 Schedule: Yearly Y Y

3.9 Schedule: Monthly Y Y

3.10 Resource: Planning Y Y

3.12 Group request Y Y

3.13 Project invoices Y Y

3.14 Productivity reports Y Y

3.15 Entry report Y Y

3.15 Job activity reports Y Y

3.16 Interactive balance Y Y

3.17 Transaction Y Y

3.18 Budgets Y Y

3.19 Balance list Y Y

3.20 Realizations Y Y

3.21 Resource Y Y

3.22 Overdue Y Y

4 Search Y Y

5 Organization Chart N Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 25

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 26

Functional Worksheet

Business Analytics

Exact Synergy Exact Synergy

Enterprise

Notes

1.0 Setup

1.1 Install user interface N Y

1.2 Create view categories N Y

1.3 Create view templates N Y

1.4 Report deployment scheduling N Y

2.0 Reports

2.1 Search N Y

2.2 Search templates N Y

2.3 Dashboards N Y

2.4 View summary and listing N Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 27

Functional Worksheet

System

Exact Synergy Exact Synergy

Enterprise

Notes

1.0 Consistency Check

1.1 Logistics consistency check Y N

1.2 Consistency check - Purchase: Items Y N

1.3 Consistency check - GL/Accounts Y N

1.4 Consistency check - Item groups: Purchase (G/L

Accounts)

Y N

1.5 Consistency check - Invalid: Payment conditions Y N

1.6 Consistency check - Invalid: Delivery method

code

Y N

1.7 Contacts Y N

1.8 Addresses Y N

1.9 CRM: Advanced Y N

1.10 Contacts: Doubles Y N

1.11 Financial: Customer code + Vendor code Y N

2.0 Reports

2.1 Resources Y Y

2.2 Applications Y Y

2.3 Hours Y Y

2.4 History Y Y

2.5 Tables Y Y

2.6 Files Y Y

2.7 File groups Y Y

2.8 Activity: Current Y Y

2.9 Activity: History Y Y

2.10 Session Y Y

2.11 Solutions Y N

2.12 Application log Y Y

2.13 Data log Y Y

2.14 Errors log Y Y

2.15 Processes log Y Y

2.16 Performance log Y Y

3.0 Maintenance

3.1.1 Customize Y N

3.1.2 Homepage Y N

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 28

3.1.3 Favourites Y N

3.2.1 Delegation Y Y

3.2.2 Roles Y Y

3.2.3 Function rights Y Y

3.2.4 Servers Y Y

3.3.1 Search terms Y Y

3.3.2 Customized terms Y Y

3.4.1 New database Y Y

3.4.2 Set up company Y Y

3.5.1 Banner settings Y N

3.5.2 Calendar settings Y Y

3.5.3 Processes settings Y Y

3.5.4 All settings Y Y

3.5.5 Add-on Y N

3.6.1 XML Homepage Y Y

3.6.2 XML Topics Y Y

3.6.3 XML Results Y Y

3.6.4 Replication - Sources Y Y

3.6.5 Replication - Targets Y Y

3.7.1 Words (Full text index) Y Y

3.7.2 Noise words Y Y

3.8.1 Installation: Microsoft Office Add-ins Y Y

3.9.1 Log: Data Y Y

3.9.2 Log: Truncate Y Y

3.9.3 Query: Duration (Maximum) Y Y

3.10.1 Countries Y Y

3.10.2 Countries: Classifications Y Y

3.10.3 Currencies Y Y

3.10.4 Time zones Y Y

3.10.5 Titles Y Y

3.11.1 License Info Y Y

3.11.2 License Update Y Y

3.12.1 Explorer Repository Y Y

3.12.2 Rebuild Repository Y Y

3.12.3 Repository Scripts Y N

3.13.1 Export metadata N Y

3.13.2 Import metadata N Y

Quercis

Information Consultants Quercis • Croy 9e • 5653 LC • Eindhoven • tel 040-2661780

fax 040-2661781 • k.v.k. nr. 17194253 • www.quercis.nl 29

4.0 User License Management

4.1 Employee Self Service User N Y

4.2 Business User N Y

4.3 Full Suite User N Y

5.0 Web Services

5.1 Web services N Y