Jeeves ERP

sf

TABLE OF CONTENTS

Overview of functionality

User experience

Service and support

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This is why our customers use Jeeves ERP

Jeeves ERP is an ERP software solution for growing midmarket enterprises in Sweden and Europe. The

system’s unique and powerful architecture helps companies harness the power of emerging technolo-

gies like cloud and mobility – as well as benefiting from the way Jeeves ERP can be customized to fit the

current and future needs of your business. Jeeves ERP is an ERP system for growth and meaningful digital

transformation, and it will help your business optimize its processes, improve its efficiency and increase its

productivity.

THIS IS WHY OUR CUSTOMERS USE JEEVES ERP

Comprehensive ERP

Jeeves ERP is a comprehensive, fully integrated

system for managing your vital business processes.

It provides real-time monitoring of everything from

planning product and materials requirements to

manufacturing, distribution, sales, customer services

and auditing.

In addition to these features, Jeeves ERP also

provides you with a set of professional features

to support the more complex processes imposed

on an expanding and changing organization; for

example, internal group transactions, document

management and localizations.

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Mobile ERP

The future is driven by mobility. Jeeves ERP offers

a mobility solution with endless opportunities for de-

veloping business-unique, customized mobile apps,

as well as laying the foundations for the world’s most

feature-rich mobile ERP-system.

When coupled with the computing power of the

cloud, Jeeves ERP’s architecture allows on-screen

rendering in real time. The architecture is as respon-

sive as a Windows client and it will interact with the

user based on who you are, the work you are doing

and the size of the screen you are using.

Flexible ERP

When customized and integrated, an ERP system

can often be expensive and difficult to upgrade.

This is not the case with Jeeves ERP. The system’s

highly intelligent architecture saves all system

changes and integrations to a dedicated storage

location. This means that our customers can up-

grade their systems more regularly, thus benefiting

from new functionality without the need to rebuild

or pay for something that they have already inve-

sted their resources into.

The platform’s architecture offers a user-friendly

design client and powerful development tools that

together enable individually tailored solutions. Add

an open database design and flexible API-driven

web services, and what you get is a system that is

incredibly easy to integrate with any cloud service

or third-party system, as well as to IoT data sources.

Cloud ERP

Thanks to Jeeves ERP’s unique architecture, you

can use the system as a turnkey service on a pri-

vate cloud – with full maintenance and customer

support. Naturally, Jeeves ERP provides you with

the usual benefits of cloud-based products in the

form of low costs, improved system performan-

ce and high security; however, you can use the

system for so much more than a traditional online

SaaS solution.

Swedish ERP

Swedish engineers designed Jeeves ERP and its

unique architecture from the ground up to meet the

needs of growing Swedish and European companies,

both locally and internationally. Jeeves ERP is deve-

loped, supported and maintained by local experts in

the industry and product.

We are not only a leading supplier of Swedish-ma-

nufactured ERP software – we are also a growing

mid-market company, just like your business. Becau-

se we speak the same language as you and operate

in the same spirit, we make your ERP system serve

you better with greater relevance and efficiency.

Comprehensive | Mobile | Flexible | Cloud-based | Swedish

When you put all of this together in a single ERP system, you get a faster Return On

Investment (ROI) that will remain profitable over a longer period. A recent study con-

ducted by Radar Group demonstrated that Jeeves ERP has the lowest cost of ownership

(CO) of any ERP system available on the Swedish market. *

* Radar Ecosystem specialists: Vikten av rätt ERP-system (The Importance of the Right ERP)

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OVERVIEW OF FUNCTIONALITY

Sales and Customer Services

Regardless of whether your goal is to identify new

clients or provide good service to your existing custo-

mer base, Jeeves ERP includes fully integrated CRM

functionality and a range of tools for the delivery of

your orders.

This provides your customer service staff with the

data they need to set prices, lead times and delive-

ries. You can also increase the support in your sales

functionality by using the Product Configurator

to help customers purchase their order-unique

products. Your customer service team will have the

overview of the business they need to make better

forecasts and keep customers satisfied.

Here is a selection of the sales and customer service

features provided by Jeeves ERP:

◊ Customer Relationship Management (CRM)

◊ Management of campaigns, sales leads and

business opportunities

◊ Sales forecasts and reports

◊ Outlook integration

◊ Available-to-Promise functionality

◊ Estimator

◊ Pricing and discount management

◊ Tenders

◊ Customer orders

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Jeeves ERP consists of various application areas, each with powerful functionality for local and group-wide

use, as well as various add-on solutions and integrations that enhances aspects of your business even more.

Supply Chain Management (SCM)

Jeeves ERP facilitates full supply chain manage-ment supporting multiple warehouses, currencies and languages and even multi-site customers and suppliers. This makes Jeeves ERP fit for a wide range of manufacturers and distributors.

The functionality and process support for SCM have been developed to give you complete, ef-fortless control and improved collaboration, along the full length of the supply chain. You can extend Jeeves ERP with add-on solutions such as Ware-house Management Systems (WMS), extended shipping management and EDI functionality.

Here is a selection of the supply chain manage-ment features provided by Jeeves ERP:

◊ Inventory administration and replenishment

◊ Storage on multiple devices and carrier administration

◊ Procurement

◊ Goods receival and quality control

◊ Order allocation against stock

◊ Shipping documents

◊ Supplier and customer returns

◊ Calculation of ordering points, economic order quantities and safety stock

◊ Shipment planning, picking and deliveries

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Service Management

Many manufacturers produce technical products

that require aftermarket service. Jeeves ERP pro-

vides a robust service management toolset that

helps you plan, schedule and track your service

tasks. With built-in tools to manage traceability,

contracts, warranties and claims, you can deal

with your service backlog in a proactive manner.

And with our mobile field-service app, you can

improve your margins, gather higher quality field

data and create a more professional, modern work

environment for your service technicians.

Here is a selection of the service management

features provided by Jeeves ERP:

◊ Service mapping, planning and scheduling

◊ Service orders

◊ Spare parts and inventory

◊ Service contract, warranty and claim management

◊ Traceability

◊ Service messages and checklists

◊ Contact center support

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Product Management

The strategic, cross-functional role of a product

manager demands insight into every phase of a

product’s entire lifecycle. Jeeves ERP provides the

product management functionality you need to

create workflows for managing a product’s launch

from planning and design to quality control and

testing. Jeeves ERP provides product data and

information on transactions related to individual

product lines, giving you the ability to both ensure

that your product is profitable and to identify pos-

sible improvements.

Here is a selection of the product management

features provided by Jeeves ERP:

◊ Product Master

◊ Variant management

◊ Attribute management

◊ Costing and pricing management

◊ Revisions management

Manufacturing Management

Whether your company manufactures products to

order, to stock or for processes, or a combination

of these methods, Jeeves ERP provides functiona-

lity for your processes and specific manufacturing

environment – from raw materials and prepro-

duction, to manufacture and job-based attendan-

ce reporting, as well as all types of planning and

scheduling.

Here is a selection of the manufacturing manage-

ment features provided by Jeeves ERP:

◊ Material Requirements Planning (MRP)

◊ Production orders, structures and operation chains

◊ Capacity planning

◊ Shop Floor Control (SFC)

◊ Calculation

◊ Graphical production planning

Financial Management

Jeeves ERP contains complete financial management

functionality that allows you to manage traditional

accounting and reporting, as well as to mitigate the

increasingly complex challenges involved in doing

business in multiple countries and currencies. This

area of application is fully integrated with all other

modules, including manufacturing, project

management and ledgers, as well providing support

for IFRS Standards and compliance with good

accounting principles.

Here is a selection of the financial management

features provided by Jeeves ERP:

◊ General ledger

◊ Accounts receivable

◊ Accounts payable

◊ Report Generator

◊ Fixed assets register

◊ Automated VAT setting on order entry based on the route of goods

◊ SEPA and international payments

◊ Periodic and intra-trade flows within EU

◊ Sales tax and cheque management for the North American market

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Multi-company and group functionality

With a core set of robust enterprise-class features,

you can rest assure that your organisation has the

support it needs to meet its specific challenges,

today and going forward. Jeeves ERP is easily

adapted, as and when, you add product lines,

companies, geographic markets and supply-chain

partners.

Our enterprise-class features extend over the entire

system, with workflow features that help you to

build your sales processes and launch new product

lines. All Jeeves ERP functionality is scalable to meet

your company’s complex specific needs.

Here is a selection of the multi-company and

group features provided by Jeeves ERP:

◊ Multiple company, language and currency

◊ Workflow management

◊ InterCompany Transactions (ICCT)

◊ Document management

◊ Master Data Management

◊ Security Manager

◊ Localizations

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Integrations and add-on solutions

Jeeves ERP is expandable with a number of inte-

grations and add-on solutions, either developed

by Jeeves or in collaboration with leading software

developers using the power of Jeeves ERP’s open

architecture and platform tools for development and

integration.

Here is a selection of the integrations and

add-on solutions provided by Jeeves ERP:

◊ Product Configurator

◊ Business Intelligence (BI)

◊ Electronic Data Interchange (EDI)

◊ Barcode management and printing

◊ Transport Management System

◊ eSales

◊ eInvoicing

◊ eAuthorisation

◊ EasyWMS

◊ Payroll

◊ Product Lifecycle Management (PLM)

◊ Inventory and procurement optimisation

Platform functionality

Jeeves ERP platform functionality allows you to

design your own company-unique environme-

nt, integrate with other systems, develop new

functionality and applications and build versatile

workflows and reports. The system’s unique ar-

chitecture guarantees that all adaptions are kept

separate from standard functionality, making it a

quick and easy process to upgrade your system.

Here is a selection of the platform features

provided by Jeeves ERP:

◊ Service Builder

◊ Design Client

◊ Site Repository

◊ Site Repository

You can use Jeeves ERP in whatever way suits you.

You can use your ERPsystem to meet current needs

while, at the same time, enjoying endless possibili-

ties for how you can use it tomorrow. Jeeves Desktop

Client gives you all of the basic ERP tools in an

intuitive, user-friendly and easily adaptable interface.

Desktop Client is primarily intended for those who

work on multiple screens, registering transactions,

interact with other Microsoft Windows programs,

and use tools for graphical planning.

Jeeves Mobile Client provides your employees with

customised, activity-steered apps that increases

their efficiency whether working in or outside the

workplace. The Mobile Client has been developed to

meet the needs of users outside the office, whether

working on the shop floor, meeting customers or

delivering customer services on site.

Thanks to their powerful cloud architecture, the

Desktop Client and the Mobile Client combine to

form a modern, futureproof solution for your Jeeves

ERP. Regardless of who you are or what type of

device you are using, the Jeeves ERP interface can

be adapted to meet your needs – so you can do your

job more efficiently.

USER EXPERIENCE

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Sometimes you find yourself in need of a product

specialist who knows the solution inside and out,

someone who has seen it implemented at other

companies and seen every little feature used by

multiple users. Our consultants have a wealth of

experience of all of the functionality in our system

and of the market. At Jeeves, we want our custo-

mers to succeed; this is why we are happy to assist

with almost any type of project whether that be

implementation, upgrades, customisations, system

controls, mobile app development, integrations

and rollouts. We also have an experienced support

team dedicated to solving problems, providing

the resources customers need to resolve issues

themselves and preparing practical and theoreti-

cal ad-hoc training courses.

SERVICE AND SUPPORT

With Jeeves ERP Cloud Service, we elevate service

to the next level. As a cloud customer, you receive

a system with full maintenance and support from

specialists with comprehensive knowledge of the

software, platform and infrastructure. Your Jeeves

ERP is situated in a secure, high-performance,

available environment. This reduces support issues

and you will quickly see the benefits of being able

to upgrade more often. And as you free-up space

on local infrastructure and operations previously

used by IT-resources and budgeting, you can focus

on other things.

Jeeves puts the customer at the centre. Of course,

this is easy to say; however, we provide proof by

structuring our ERP processes to constantly teach

us more about your business and identify better

ways to assist you. We strive to remain your reli-

able, expert business partner in everything from

our proactive customer administration model to

customer-driven product development processes.

ABOUT JEEVES INFORMATION SYSTEMS

Jeeves is a turnkey supplier of enterprise resource planning (ERP) for mid-market companies.

Jeeves ERP can be installed locally or delivered as a cloud service. Our company has enjoyed sta-

ble growth since it was founded in 1992 and we currently have over 2,400 customers, primarily

in the manufacturing, production, distribution, wholesale and service sectors. We work closely

with our customers on everything from product development to implementation and product

support. Our highly competent operations, product and process specialists have a wealth of

experience in helping customers to be unique in their markets through a flexible, cost-effective

ERP system. Jeeves ERP is a business solution that you can grow with! www.jeeveserp.com