United Computer Group, Inc. Enterprise Management Software Questionnaire

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1 United Computer Group, Inc. Enterprise Management Software Questionnaire Please fill out completely and return to Company Information Date: Company Company Address: Primary Business: Annual sales: $ Total Number of Employees: Year Founded: Primary Contact: Telephone: Additional personnel involved in search: Others: Who will make the Enterprise Management Software purchasing decision? United Computer Group, Inc E. Pleasant Valley Road, Suite #250 Independence, OH ucgrp.com

2 Current Hardware System Environment Server Brand and Model: If IBM Server, Serial Number: Operating system installed on server Windows UNIX Linux 5/OS Total available disk storage installed on system: Percent of total disk space currently used: Amount of server memory installed (i.e.1gb): Operating system version installed on workstation PCs (please list all): New Server Replacement Data Maximum number of employees that will use new system concurrently: Will external users (non-employees, customers, vendors, etc.) need access to the main server (i.e. for e-business): Yes No Will radio frequency (RF) devices be required in the warehouse? Yes No Total number of remote locations that will need access to the main server: Number of remote locations and number of workstations at each: Estimated % growth over five years: Applications Required Areas of Focus Smart Center Dashboard Yes No Future Allows the user to consolidate multiple applications all within one browser session Financial Management Yes No Future Accounts Receivable Accounts Payable General Ledger Distribution Management Yes No Future Order Processing Sales Analysis / Forecasting Inventory Management Purchasing

3 Applications Required (continued) Areas of Focus Manufacturing Management Yes No Future Work Order Processing Material Requirements Planning (MRP) Capacity Requirements Planning (CRP) Finite Scheduling Shop Floor Control Product Quality Retail Management Yes No Future Retail Point-of-Sale Warehouse Management Yes No Future RF Receiving, Shipping, Transfers Bin Management and Replenishment Order Management & Order Verification Pallet Tracking & Product Movement EMS Mobile (Android) Yes No Future Tablet Order Entry Route Sales Processing/Proof of Delivery Signature Capture Sales Force Automation Yes No Future Contact Management Marketing Automation Telemarketing Management Remote Sales Force Automation (SalesLinx) Service & Repair Yes No Future Service and Repair Processing Preventive Maintenance Contracts Rental Yes No Future Rental Order Processing Retail Management Yes No Future Retail Point-of-Sale e-business B2B or B2C Yes No Future Product Catalog E-commerce Shopping Cart Customer Order Status Inquiry Customer Account Inquiry Sales Team Access e-business Enterprise Portal Yes No Future Product Catalog E-commerce Shopping Cart Customer Portal Supplier Portal CRM Portal EIS Portal

4 Additional Business Solutions Checklist Third Party Applications Bar Code Labels; RFID Tags; Electronic Forms Yes No Future Cloud Backup and Disaster Recovery; or High Availability Yes No Future Document Management Yes No Future Fleet Management Yes No Future Integration Solutions; EDI; XML Yes No Future Payroll; HR; Time and Attendance Yes No Future Query, Reporting, and Analytics Yes No Future Route Management System Yes No Future Secure Electronic Payment Solutions Yes No Future Telephony Integration Yes No Future Transportation Logistics Yes No Future Warehouse Design Services; Material Handling; Yes No Future Storage Equipment; Facilities Layout Accounts Receivable Number of companies Number of customers Interface to credit and collection system Yes No Number of ship-to addresses Number of taxing counties Number of months to keep A/R detail records Interface to general ledger Yes No Number of months to keep monthly records Interface to commission processing

5 Inventory Control Number of locations Number of items Number of vendors per item Number of months to keep detail transactions Interface to lot control or FIFO Yes No Wholesale Customer Orders Number of orders per month Average number of detail lines per order Number of invoices per month Retail Orders Number of transactions per month (all locations) Average number of detail lines per order Sales Analysis Number of months to keep detail invoice history (Wholesale and Retail Orders) Purchase Orders Number of orders per month Average number of line items per order Require to save receipt history Yes No Number of months to keep history Interface to accounts payable Yes No Accounts Payable Number of vendors Number of invoices/vouchers per month Number of checks per month Number of months to keep detail transactions

6 General Ledger Number of ledger accounts per company Manufacturing Number of manufacturing orders per month Average number of lines per order Average number of lines in a bill of material Average number of routing steps per item Number of days to keep manufacturing detail transactions Number of days to keep manufacturing detail history Comments Please share any additional business issues / pain points / areas for discussion to help us better serve you. Please fill out completely and return to United Computer Group, Inc E. Pleasant Valley Road, Suite #250 Independence, OH ucgrp.com

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