Transcript e-Con Sales & Product Configurator

e-Con
Sales & Product
Configurator
Ease and flexibility from quote through production
About To-Increase
Non-Reselling (pure-play) ISV
60+ employees
– Prior team experience with Baan, Epicor, Sage, and other competitor solutions
– Strong business experience in retail and manufacturing
– Microsoft Dynamics AX and Microsoft Dynamics NAV skills go back to 1998
Developing solutions since 1999
– Microsoft Dynamics AX and Microsoft Dynamics NAV
– To-Increase also developed e-Con, a sales and product configurator that
works with a wide-range of business management solutions
Only ISV to previously have two Microsoft Dynamics Industry Solutions
Contracts with the Industry Solutions program
– Industrial Equipment Manufacturing (IEM) & Retail Chain Manager (RCM)
– To-Increase is among the first ISVs to be selected as a Microsoft Dynamics
Development Partner
– Most solutions also part of the Certified for Microsoft Dynamics program
About To-Increase
Awards
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2010 Microsoft Dynamics Outstanding ISV of the Year, Inner Circle, and President’s Club
2009 Microsoft Dynamics Outstanding ISV of the Year, Inner Circle, and President’s Club
2008 President's Club and Inner Circle Member
2007 Microsoft Dynamics Industry Solutions ISV of the Year
200+ partners world wide
– Our products are delivered worldwide through a network of highly trained partners
Representation in the Netherlands, North America, Denmark,
Iceland, Norway, and India
Challenge: Meeting Seller Needs
“I feel like I’m missing opportunities,
since it takes too long to get to market.”
“My customers are unique and
require custom solutions. ”
“The sales team is losing time on
calculations, proposals, and pricing—
that delays customer response. ”
“Of course we are happy when we close
a deal.... But it takes forever before we
have everything set up in ERP.”
“I want high-quality, uniform sales
documents and I want better
control of my sales process.”
Challenge: Meeting Back-Office and Design Needs
All our company knowledge is inside
people heads—we need a base of
information we can access easily.
All our numbers should be accurate, all
the time. One miscalculated line item
cost can derail an entire quote or
project!
We have to do all our calculation and
research manually, so it takes too
long to get a proposal to a customer.
We spend too much time reentering data when we should be
focusing on product development.
If we’re to really work as a
team, sales, design, and
engineering need ONE version
of the truth.
Introducing e-Con
Meet the solution of choice for companies
offering complex products and services.
About e-Con
e-Con is a browser-based sales and product
configurator that allows companies to
configure products, services, quotations, and
prices with ease and flexibility.
#1 Configurator for Microsoft Dynamics
e-Con at a Glance
Strong partner channel present in Europe,
North America, and Australia
90% of the install base uses Microsoft Dynamics
as front-office or back-office application
More than 160 installations
Developed in 1999
e-Con Benefits
Simplify complexity.
Fuel precision.
Deliver a user-friendly solution people want to use.
Connect teams across the enterprise.
Give expertise a long-term shelf life.
Close more business and respond quickly to customer needs.
e-Con Benefits
Simplify complexity.
Guided selling helps make it easy to create highly-specific
proposals, using configuration models that support hundreds of
variables and business rules. Deliver documents in the format
your client prefers―Office Word, Office Excel, or HTML.
e-Con Benefits
Fuel precision.
Eliminate errors and manual data re-entry. e-Con automates
communication of product and pricing information across your
business, ensuring accurate proposals, quotes, sales orders,
and production orders.
e-Con Benefits
Deliver a user-friendly solution
people want to use.
Quickly navigate and search product and pricing portfolios
with an intuitive interface. e-Con also offers step-by-step
guidance for building configurations and quotes.
e-Con Benefits
Connect teams across the enterprise.
Eliminate barriers to collaboration. By integrating back-office
(ERP, PLM) and front-office (CRM, Web, Mobile) processes,
e-Con streamlines interdepartmental processes and enables
sales, marketing, engineering, and production departments to
exchange information effectively.
e-Con Benefits
Give expertise a long-term shelf life.
Easily build a consistent knowledge base. For example, with
just a few days of training, employees without an IT
background can learn how to build, deploy, and maintain
configuration models that can serve as ongoing resources.
e-Con Benefits
Close more business and respond quickly
to customer needs.
Connected processes and information. Mobile and offline
capabilities. The result? People can focus on creating more
competitive quotes, responding quickly to changing
customer needs, and winning sales.
Flexible Deployment
Extended ERP or CRM
Launch e-Con anywhere
within Microsoft Dynamics:
A quotation, order, purchase
order, service order, project,
item card, and more.
Flexible Deployment
Mobile field deployment
Use the e-Con smart client in the field!
Smart replication ensures rapid and secure synchronization of
Microsoft Dynamics data and e-Con configuration models.
Flexible Deployment
Self-service via the web
The e-Con portal delivers 24/7 access to your channel and
makes it fast and easy for people to build quotes and
prices.
What Makes e-Con Unique
Easy studio environment for setting up and maintaining
configuration models
Database independent, tap from Microsoft Dynamics or any
other database
Flexible deployment: Extend ERP or CRM, Mobile & Web
Based on web technology to ensure easier deployment
Declarative rules engine for optimal flexibility and accuracy
Powerful and flexible integration with Microsoft Dynamics
e-Con: The intelligent bridge between Dynamics CRM & ERP
Start e-Con
from Dynamics
CRM
Configure
Quote
Save Quote in
CRM
Reopen / Revise
Quote
Submit quote to
order
e-Con Strengthens Your Ecosystem
Setup for
Configuration Models
R&D
Pricing
Configuration
Marketing
Guided Selling
Sales
Flexibility
Up-to-date pricing
Accurate quotes
Faster time-tomarket
Fewer pricing errors
Improved
productivity
Higher margins
Consistent
deployment of
knowledge
Product
Configuration
Manufacturing
Fewer production
errors
Optimized
inventory levels
Lower cost of sales
Efficient support for
distribution
channels
Reduced sales
training
Efficient production
preparation
Contracts and
Services
Customer
Service
Improved
management of
customer-specific
contracts
Centralized access to
customer support
Reduced data entry
e-Con Scenarios
Sales Quotations
Proposals
Sales Kits
Sales Orders
Personal Letters
Bill of Materials and Routings, including
Tools and Instructions
Purchase Orders
Products
Projects, including multilevel project structures
Contracts
Service Orders
Service Calls
Master Data: Item Masters, Product Specifications, Customer Data
Industries Using e-Con
Cooling equipment
Industrial projects
Consumer products
Printing
Windows and doors
Automotive
Industrial products
Metal fabrication
Wood and furniture
Machinery
Medical systems
Fashion
Building
Customer Implementations
Consumer Products
Industrial Products
Windows & Doors
Cooling Equipment
Industrial Projects
Machinery
Medical Systems
Wood & Furniture
Metal & Construction
Customer Success
“We were searching for a solution that could help us create and manage
orders easily–and our employees need the ability to configure accurate
quotations, even if they don’t have full knowledge of our product
assortment. e-Con guides the user to choose the right options, even when
they’re dealing with many variables, so quotes are always correct.
With-e-Con, we’ve been able to reduce order processing time by more than
half, from 48 hours per order to less than 24 hours. And within 10 minutes
after receiving an order, we can start with the production process.”
Arco Bijsterveld,
International Finance & IT Manager, Larson Juhl
“e-Con gives us complete control over the quotation and production
preparation process–and it’s very user-friendly. Our teams can work more
productively; even new employees can create quotes easily. We can make
precise, accurate calculations and quotes, and move quickly through
production preparation. Above all, we can quickly translate production changes
to the configuration model, so we don’t experience work slowdowns.”
Michiel Hageman,
IT Manager, PM International BV
Customer Success
“Our lean way of working means that we need to have product
configurations pre-defined and centrally available for all
departments involved in the sales-to-production process. e-Con
helps us stay lean and give customers what they want: flexible
configurations that can be customized quickly and easily.”
Bart Daman,
Coordinator Engineering, PON Power
“We’ve been using e-Con for six years, and it can’t be beat. As a
retail supplier, our business is fast paced and season cycles are
very short. We often carry up to 20,000 articles, not including
the various sizes! With e-Con, we can manage complex item
assortments with speed and accuracy.”
Henk Jan Lammers,
Logistics Manager, Micro Fashion
Customer Success
“e-Con has simplified the product configuration for our sales force,
relieving them from administrative tasks. This has enabled them to
place more focus on the customer, bringing our product options to a
large customer base with less marketing effort.”
Martijn Broer,
Program Manager, Gunnebo AB
“With help from the e-Con tool, we can get quotes, orders, and bills of
material into the system in less time so that jobs get to the production
floor faster.”
Wade Tkachuk,
Operations Manager, Venmar CES
“Ninety-five percent of our orders are customer specific. Since we can
configure these quotes for flags with e-Con, we make a quote in less
than a minute.“
Wouter Faber
Director, Faber Promotions
Discussion
Q&A
Appendix
How It Works: Extending ERP
Product managers /engineers
Set up
Models
e-Con
configuration
models
Studio
Back-Office Sales / Sales Engineer
Start
e-Con
Answer
questions
Print and/
or Save
How It Works: Mobile Field Deployment
Product managers /engineers
Laptop
Server
Sales Reps
Set up
Models
e-Con
configuration
models
Start
e-Con
Answer
questions
Studio
Smart Set
Smart Client
Configurations
Dynamics Data
& Smart Set
SQL Server
Express
Print
and/or
Save
How It Works: Web
Set up
Models
Server
Web Server
FIREWALL
Product managers /engineers
Partners / Dealers
e-Con
configuration
models
Start
e-Con
Answer
questions
Studio
MSMQ
SQL Server
Print and/
or Save
e-Con Functions & Features
Declarative business rules engine
Object-oriented modeling
Rich user interface, including:
– Tab, tree-navigation, coloring, styling, various visualization
User friendly e-Con Studio, including:
– Drag and drop
– Wizards
– Syntax coloring
– Point and click
Model Live Cycle Management, including:
– Check-in/Check-out
– Compare tools
– Advanced model versioning
– Where used
e-Con Functions & Features
Matching capabilities (ability to find identical configurations)
Multi-language capabilities
Document generation in HTML, Office Word, Office Excel and PDF
Integration with Microsoft Dynamics AX, NAV, and CRM
Integration with applications via XML, MSMQ, Web services
Ability to use data sources such as Microsoft SQL Server,
Office Access, Office Excel
Usage of predefined configuration templates
Decision matrixes
Web portal for accessing e-Con over the web
Offline client that includes replication for
Microsoft Dynamics AX, NAV, and SQL Server
Share with Others: Go To…
For more information about
e-Con Sales and Product Configurator,
please contact us at:
www.to-increase.com/econsolutions