shop 9000 product review 2007 visual user group nov 21 st 2007
TRANSCRIPT
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