Shop 9000 Product Review

2007 Visual User Group

Nov 21st 2007

New Products

• VISUAL to Microsoft Dynamics CRM Connector

• SharePoint Quality Management Module

• SharePoint Project Management Modules– VISUAL Project Management and

Knowledgebase– Internal Project Management

• SharePoint VISUAL Collaboration Centre

VISUAL ManufacturingMicrosoft Dynamics CRM

Connector

VM-CRM Connector

• Features– Immediate update of VISUAL upon the

creation of a new• Account (customer)• Contact

– VISUAL Order and Invoice transfer to CRM• User definable timing• Manual transfers

VM-CRM Connector

VM-CRM Connector

CRM Account Transfer to VISUAL

VM-CRM Connector

CRM Contact Transfer to VISUAL

VM-CRM Connector

Orders / Invoices

Synchronization Engine

VM-CRM Connector

VISUAL Orders transferred to Dynamics CRM

VM-CRM Connector

VISUAL Invoices transferred to Dynamics CRM

SharePoint Quality Management Module

SharePoint Quality Mgt• Features

– Quality document management• FMEA, Inspection Plans, Product, Process, SOP and user definable document lists• Version control• Document approval workflow capabilities

– NCM event management– Corrective Actions management– Customer and Vendor Involvement

• Communications tracking• NCM/CA tracking• Document tracking

– Change Request management– Event management– Team Discussion boards– Collaborative environment

• Technical Features– Based on Windows SharePoint Services 3.0, with no additional licenses required– Native SharePoint implementation, with user definable lists and configurations– Network security based, with no additional logins required

SharePoint Quality Mgt

Quality home page – visibility of Quality Department Events

Full-text document search engine

SharePoint Quality Mgt

Document management, with version control, check-

in/out functions, and approval workflows

Organize documents through customized document attributes

(metadata)

SharePoint Quality Mgt

Establish document list approval workflows.

SharePoint Quality Mgt

NCM management, along with associated Corrective

Actions

SharePoint Quality Mgt

Customizable Change

Requests

SharePoint Quality Mgt

Manage all quality related Customer information

SharePoint Quality Mgt

Manage all quality related Vendor information

SharePoint Quality Mgt

Collaboration includes Discussions

Project Management Modules

SharePoint Project Mgt• Features

– Project Dashboard highlights overdue tasks and issues.– Multiple project capabilities, with filtering of tasks, lists based on project ID– Task management with drag and drop Gantt Chart view– Issues management– FAQ and Knowledge Base management, with collaborative Wiki based KB Article

creation– Document management with version control and approval workflow capabilities– SharePoint E-mail to list capabilities for ease of document collection– Customizable lists for your unique project management requirements– Collaborative environment

• Technical Features– Based on Windows SharePoint Services 3.0, with no additional licenses required– Native SharePoint implementation, with user definable lists and configurations– Network security based, with no additional logins required

SharePoint Project Mgt

Collaborative environment with easy to use Project Task Gantt Charting

SharePoint Project Mgt

Design Project Task forms to suite your specific needs.

Manage task Assignments, Status and % Complete

Attach documents directly to tasks

SharePoint Project Mgt

Monitor Project Status using an informative Project Dashboard

SharePoint Project Mgt

Expedite project activities that are behind schedule from the Overdue

Items page

SharePoint Project MgtTrack project Issues. Mine your

issues and resolutions to build your FAQ and KB for future reference and

training

SharePoint Project Mgt

Keep projects on track by managing and expediting Service Requests

SharePoint Project Mgt

Document repository, complete with version control, check in/out and

workflow capabilites

SharePoint Project Mgt

Track project “lessons learned” for current and future reference using a

simple FAQ structure

SharePoint Project MgtEstablished repository for Training Materials and links to training sites

SharePoint Project Mgt

Build a Knowledge Base for your project for current and future

reference and training

Wiki based KB Article creation

SharePoint VISUAL Collaboration Centre

(VCC)

SharePoint VCC• Features

– Role based interfaces to VISUAL Manufacturing information– 4 predefined roles

• Executive / CFO• Sales• Purchasing• Plant Manager / Shop Floor

– Predefined data views into VISUAL without licensing requirements– Customizable lists for your unique departmental or role requirements– Configurable Document and List management

• Technical Features– Based on Windows SharePoint Services 3.0, with no additional licenses

required– Native SharePoint implementation, with user definable lists and

configurations– Network security based, with no additional logins required

SharePoint VCCVISUAL - Sales Focus

SharePoint VCC

VISUAL – Executive/CFO Focus

SharePoint VCC

VISUAL – Plant Manager Focus

SharePoint VCC

VISUAL – Purchasing Dept Focus

SharePoint VCCVCC Homepage for general company

collaboration

Shop 9000 Product Pricing

Shop 9000 Product Review

2007 Visual User Group

Nov 21st 2007