“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
Financials
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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
Sales
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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
Service
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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
Purchase
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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
Inventory
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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
Software Development Kit – Extensibility to Advanced Modules
Operations
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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
Optional Extensions to SAP Business One
Project One
Service One
Retail One
Project Tracking
Work-in-Progress
Change Order
Tracking
Field Service &
Depot Repair
Field Dispatch
Activity Schedule
On-Line POS
w/Off-Line Capability
Credit, Debit & Gift
Card Processing
Milestone Billing
Time & Mat’l Billing
% of Complete Billing
AIA Billing Format
Quote / Estimate
Time & Expense
Expense
Reimbursement
MS Project
Integration
Payroll Export
Resource Mgmt
Document Mgmt
Google Map
Integration
Quote & Estimating
RMA Tracking for
Credit, Repair,
Replace, Cross
Ship, Loaners
Material Review and
Disposition Tracking
Track Time &
Materials &
Expenses
Automate Billing
Customer Loyalty
Touch Screen/
Keyboard/ Bar Code
Carry, Pickup,
Deliver, Layaway
Warehouse
Management
Store Management
Distribution One
Production One
UpSell /CrossSell
Available to
Promise
Container
Tracking
Advanced
Inventory Inquiry
History Based
Forecasting
EOQ & Order Up
Warehouse
Transfers
Auto Pick /Invoice
Make to Order
/Job Shop/ Make
to Stock
/Repetitive
Quote / Estimate
Configure One
Capacity Planning
&&
Scheduling
Features & Options; Rules & Formulas; Quotes, Sales
Production
Matrix One for Apparel & Footwear
Color, Size, Style Matrix for Sales, Purchase and Production Orders
Mobile One
Remote “Off-Line” Solution for Sales, Service & Delivery Users
Time & Expense One
Production One APS
Adv. Planning & Sched.
Data Collect One
Web Based Time & Expense
Entry/Reimbursement/Work Flow Approvals
Today Dashboard 
Revenue Recognition
Estimate to Actual
Reporting
Routing & Labor &
Overhead
Tracking
Outside Service
Subcontract
Tracking
Barcode or Touch Screen or Wireless Hand Held Data Entry
Pick, Receive, Transfers, Cycle Count, Labor, Materials, Kanban, Quality
Plus One
Credit Card  Shipping-UPS/FedEx/DHL  Recurring Documents
 Bin Management  Unit Of Measure  Crystal/SQL Reporting
eCommerce & Web Tools
New Business System Objectives
Business
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Grow Revenue & Profits
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Monitor Operations in Real-Time
Operations
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Reduce Order Lead Times
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Reduce Work in Process and Inventory
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Reduce Overtime and Cost Overruns
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Increase Utilization of Resources
System Objectives
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Manage One Integrated Application
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Improve Communication
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Improve Access to Data
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Business Alerts & Workflow
Order to Invoice Flow – Make/Engineer to Order
Sales
Quote
Estimate
Sales
Order
Production
Order
Delivery
Invoice
Schedule
Purchase
Materials
Labor &
Overhead
Purchase
Services
Data
Collection
Inventory
Quality
A Day with the Production Manager-MTO
Creates Quote
Creates an SO
and a PdO
Customer
Delivery
Issues
Expedites
Production
Order
Emails the Quote with Special Pricing
Creates a Sales Order and a PdO
Receives an Alert Message on Late Orders
Drills down to the production order at issue
Reviews outside Processing order
Expedites & Receives PO to the PdO
Does Material Planning
Schedule
Production
Reviews the Production Schedule using
Capacity Planning
Makes Changes & Analyzes the Impact & KPIs
Production
Reports
Sample Reports
Process Eliminates Errors
& Increases Productivity
Allows a Proactive
Approach to PdOs
Real Time View of
Delivery Problems
Reduce Bottlenecks &
Optimize Efficiency
Improve Access to Data
Order to Invoice Flow – Make to Stock/Forecast
Sales
Order
Sales
Forecast
Material
Planning
Purchase
Orders
Production
Orders
Schedule
Goods
Receipt
Inventory
Delivery
Data
Collection
Invoice
Production
Receipt
Quality
A Day with the Production Manager - MTS
On Line
Engineering
Material
Planning
Schedule
Production
Data
Alerts
Production
Reports
Alert for new Bill Of Material (BOM)
Drills to Part, BOM, Eng Change Notice
Approves the New BOM Online
Runs a Material Plan with new Forecast
Views the Order Recommendation Report
Creates Production and Purchase Orders
Reviews the Production Schedule
Reviews Priorities & Overdue Items
Sends Schedule to MS Project
Alert on Customer Delivery Issues
Creates PO for Outside Service & Receives
Late Production Orders, Receipts, Stock Outs
Sample Reports
Increase Engineering
Productivity
Increase Planning
Productivity
Improve Scheduling &
Reduce Overtime
Improve On-time
Delivery
Improve Access to Data
A Day with the Shop Floor Supervisor
Dispatch &
Traveler
Shop Dispatch Report
Bar Coded Travelers
Increase Shop Floor
Productivity
Shop
Schedule
In Report Form
MS Project
Advanced Planning
Reduce Overtime
Improve On-Time Delivery
Data
Collection
Labor and Materials
via Touch Screen
or Bar Code
Paperless
Shop Floor
View Drawings
Work instructions
Videos for training
Quality
Reporting
Collect
Quality Information
Scrap & Reason Codes
Increase Shop Floor
Productivity
Improve Employee
Training & Productivity
Improve Product Quality
Tracking
A Day in the Life of the Executive
Success with SAP Business One
Customer Profile
Located: Las Vegas, Nevada
Carpet Cushions
Industries, LLC
Business: Manufacture and Distribute Foam, Fiber, and Rubber
Carpet Padding.
Key Criteria:
•
Advanced manufacturing capabilities
• A reliable solutions from a trusted partner
• Advanced Reporting capabilities for sales and customer data with
Crystal One™ Report Manager
• Value: DayOneTM implementation methodology
“Having something simple yet powerful was number one on our list of criteria
for a business system for our start up company. We were also very familiar
with the SAP name as well, so having a software system custom tailored to
our business from SAP which fell well within our budget is an absolute
advantage.”
Ron Simonetti, CEO, Carpet Cushions Industies, LLC
Success with SAP Business One
Customer Profile
Business: Manufactures Surge Protective Devices
Key Criteria:
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Easily customizable to specific business needs
• Ease of transferring data in and out of the system
• Affordable business management solution
• Intuitive design and user-friendly interface
“SAP Business One was the most cost effective of all the
solutions we looked at when making our decision. The key thing
that brought us over, however, was the fact that we could get
local support from Navigator. This peace of mind is what won us
over.”
--Steve Wallace, CFO, EFI Electronics
Success with SAP Business One
Customer Profile
Precision component manufacture
Key Criteria
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Affordable business management solution
Compliance with the provisions of SOX 404
Advanced manufacturing capabilities
Consolidation of multiple, disparate back office solutions
“SAP Business One not only provides immediate results in operating
efficiency and real-time business decisions, but also comes with an
affordable price tag…In addition, this platform will provide easy integration
of acquired operations which is a key factor in our growth plans. I am very
happy that we have finalized a decision on our software platform and I look
forward to its implementation in the near future.”
--Tim Consalvi, CEO, Gateway International Holdings, Inc.
Success with SAP Business One
Customer Profile
Business: Machine Shop
Key Criteria:
•
Change Management
• Integration of Manufacturing and Financials
• Management of Assemblies
• Inventory Tracking and Forecasting
Accurate Products Co. has become a one-stop-shop for critical
machined goods and assemblies. Today, customers such as
Honeywell, Raytheon, Sargent Controls and Aerospace, Perkin-Elmer,
BE Aerospace, Adept, HE Microwave, and AGM Container Controls,
rely on us to deliver quality products, on time….
….we needed a new system that integrated our manufacturing
to our financial application, and allowed us to manage the
constant changes from our largest customers…..
Success with SAP Business One
Customer Profile
Business: Interlocking Exterior Siding
& Laminate Flooring
Key Criteria:
•
•
•
•
•
Advanced manufacturing capabilities
Scalable solution for rapid growth
Job tracking and production visibility
Advanced reporting capabilities
Value: DayOneTM implementation methodology
“When evaluating our choices in business software, DryLoc was on
the verge of very rapid growth in production. We needed a system
scalable and able to adapt to such growth. Also, something quick
to implement was essential for us to keep up with increased
demand. SAP Business One, along with Navigator’s “One Day to
Value”, filled both these needs perfectly.”
Matt Freestone, CTO
Success with SAP Business One
Customer Profile
Business: Premium Ice Creams and Ice Cream Mixes
Key Criteria:
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•
•
•
•
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
“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
Success with SAP Business One
Customer Profile
Business: Custom Window Coverings for Large Hotels/Casinos
Key Criteria:
•
A single business solution that could handle:
• complex installation service projects (2000+ rooms)
• manufacturing of window covering to supply the installation
“We wanted a system that we could recommend and install at our
smaller divisions, so we can standardize on a single solution. SAP
Business One provided excellent financials and operational
functionality, and when combined with the Advanced Job Costing
Module is a perfect solution for our needs”
Success with SAP Business One
Customer Profile
Business: Furniture – Lounge/Reception Chairs & Wooden Furniture
System:
5 Business One Users, 5 Configurator Users,
5 Crystal One, 5 Production One, 9 Data Collection Users
Problem:
• Prospect has purchased a MAS Configurator
• Prospect had spent $$$ over 10 months with no results
• Prospect wanted a Configurator that would meet their needs, an easy to
use Business System, and a Manufacturing & Data Collection system
Process:
• Contacted NBS in early December 06
• We provided a general demonstration of Configurator, P1, DC1 & C1
• We did a custom demo with their data, and showed them their reports
• We agreed to enhance DC1 for special views of orders, drawings
Result:
• Customer purchased 15 users of B1, 5 Configurator, 5 P1, 9 DC1, 5 C1
Success with SAP Business One
Customer Profile
Business: Network solutions for service providers, enterprises,
governments, and cable operators
Key Criteria:
•
Automation of order workflow
• System for Serial Number Tracking
• Consolidation of multiple, disparate solutions
• Compliance with SOX (Sarbanes Oxley) requirement
“In the past, I’ve experinced first hand the impact SAP can have on
improving a company’s performance with Fortune 500
organizations, and I wanted nothing less than the best for our
smaller division. And that is exactly what SAP Business One is.”
Dave Thompson, Technology Manager
Success with SAP Business One
Customer Profile
Business: High Purity Metals & Specialty Materials for Electronics
Key Criteria:
•
Extended inventory planning and management capabilities
• Advanced Reporting capabilities for sales and customer data with
Crystal One™ Report Manager
• Manage and lower production costs, using Advanced Manufacturing™
About the Company:
Nikko Materials is a leading supplier of consumable electronic materials.
Products include sputtering targets for semiconductors, sputtering targets for
flat panel displays, sputtering targets for data storage devices, and wafers for
compound semiconductors. Nikko Materials supports its’ customers globally
with manufacturing plants in the U.S. and Japan, and sales offices worldwide.
Success with SAP Business One
Customer Profile
Business: Health & Beauty Supply Manufacturer/Distributor
Key Criteria:
•
Rapid Implementation
o Flash Book (computer-based training program)
o Value: DayOneTM Implementation methodology
• Ease of Use
• CRM Integration
“We found SAP Business One® to be a simple yet powerful system
for our staff to work with. This is critical since our employees need to
stay focused on managing customer relationships and producing
quality products, not struggling with technology.”
Fielding Smith, VP of Operations
Some Results:
Inventory:
12%
Planning Time: 85%
Revenue: 10%
Back Orders: 12%
Inventory Turns: 6 Fold
Companies that run SAP
are 32% more profitable
than those that don’t
Stratascope Inc. Study
Customer Service:
Customer Retention:
Time to Value: Less than 3 months
Why an SAP Business One Solution from
Navigator
• Your Investment for the Long Run
– SAP’s experience – 35 years, 44,000 Installations, Millions of Users
– NBS’s experience – 13 years, 800 Installations, Thousands of Users
• Lower Total Cost of Ownership
• Value: DayOne – Installed, Trained, Using the Software, with Your Data
Next Steps to Succeed with SAP Business One
Evaluate Business One for YOUR company
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users and locations, optional software features,
specific training needs, your desired “go-live” time frame.
Review Ball Park Solution Costs
Review Financing & Payment Options
Review Implementation and “Go-Live” time line.
Presentation of YOUR business solution to management
Sample Production Reports
Shop Dispatch Report and Bar Code Traveler
Schedule Reporting
Data Collection System for Production and
Quality