Pegasus improving the way you work

Transcription

1 Welcome Pegasus improving the way you work By Pegasus MPower 1 Copyright 2009 Pegasus Software, an Infor Company.

2 2 December Copyright 2011 Pegasus Software, an Infor Company.

3 Today 20,000 businesses with 100,000 users 120 Partners around the world. ICAEW Accredited and HMRC Approved 3 Copyright 2010 Pegasus Software, an Infor Company.

4 Pegasus Part of Infor $2.1 billion $10.8 billion $5.1 billion (EST) Total customer base: 35,000 Total customer base: 70,000 Total customer base: 11,000* More customers than two largest competitors combined 4 Copyright 2010 Pegasus Software, an Infor Company.

5 Who are our customers? employees (4K) employees (15K) 90% of Pegasus customers employees (65K) 6 30 employees (490K) 1 5 employees (700K) 5 Copyright 2010 Pegasus Software, an Infor Company.

6 Who are our customers? Pegasus Opera 3 Customer Profile: employees (75%) 2-10 users (70%) Key industry sectors: 1. Manufacturing (29%) 2. Wholesale & Retail (16%) 3. Professional, Scientific and Technical Activities (10%) 4. Construction (6%) 5. Transport and storage (6%) *NEW* 6

7 Opera 3 One System. One Solution. Full integration across your entire business 7 Copyright 2010 Pegasus Software, an Infor Company.

8 The Choice for Growing Businesses Applications based Flexible Integrates: ofinancials osupply Chain Management ocrm oservice & Helpdesk Management opayroll & HR odocument Management, including Document Management Desktop obusiness Intelligence oplus industry-specific applications such as Construction and Manufacturing Data conversion from other applications 8 Copyright 2010 Pegasus Software, an Infor Company.

9 The Opera 3 Family Financials - Sales, Purchases, Nominal, Multi-Currency, EC VAT, Cashbook, Costing, VAT 100 and Fixed Assets Supply Chain Management - Stock, Stocktake, Sales Order Processing, Purchase Order Processing and Bill of Materials Service & Helpdesk Management - enables you to put service at the core of your business and retain customers Customer Relationship Management (CRM) - manage contacts, record history, track sales opportunities. Integrating with remote working and Service & Helpdesk application 9 Copyright 2010 Pegasus Software, an Infor Company.

10 The Opera 3 Family Document Management - (including Document Management Desktop), document capture, instant retrieval, content indexing and deferred indexing Manufacturing - Stock, Sales Order Processing, Purchase Order Processing and Material Requirements Planning Business Intelligence - award-winning Pegasus XRL, Pegasus Dashboards and Pegasus Instant Messenger, you get precisely what you need to know without wasting valuable time 10 Copyright 2010 Pegasus Software, an Infor Company.

11 Develop Your Own Business Solution Opera 3 Customisation Pegasus Solutions Marketplace Unique Toolkit Products Channel Creates new fields, forms, menus and complete systems with the Opera 3 look and feel Over 100 products and utilities including: Electrical Wholesale Expense Management Equipment Hire Rapid order and distribution Recruitment Bar Coding Fully accredited Pegasus Solutions Marketplace developers 11 Copyright 2010 Pegasus Software, an Infor Company.

12 Opera 3: The Next Generation Recent Additions to Opera 3 12 Copyright 2010 Pegasus Software, an Infor Company.

13 Opera 3 Phase I Open Period Accounting Scheduler New, modern User Interface Report Output to Excel Modeless Reporting Full integration with MS Office 2010 Error Correction rectify journals Chart Controls within Views Web Services Opera 3 Info Centre 13 Copyright 2010 Pegasus Software, an Infor Company.

14 Opera 3 Phase II Notification Services Stocktake Document Management Desktop CRM Enhancements over 60 enhancements General System Enhancements Report Output to Excel Report Manager 14

15 Opera 3 Accreditations 15 Copyright 2010 Pegasus Software, an Infor Company.

16 Key Differentiators in Opera 3 Pegasus Dashboards Document Management, including Document Management Desktop Customer Relationship Management (CRM) Service & Helpdesk Management

17 Pegasus Dashboards Fully integrated application of Opera 3 Visual representation of key business data, in real time Enabling you to make the right decisions at the right time Giving you real-time information that is concise, accurate and easy to interpret 17 Copyright 2010 Pegasus Software, an Infor Company.

18 Pegasus Dashboards Customised Dashboards - designed to fit the way you see your business Link to Opera 3 data - in real time Drilldown - to underlying data and further drill down to document image Set alerts - innovative feature to identify exceptions in the business Remote user access 18 Copyright 2010 Pegasus Software, an Infor Company.

19 Pegasus Dashboards 19 Copyright 2010 Pegasus Software, an Infor Company.

20 Document Management The transition to a paperless office is now a reality A complete document capture and file management system Fully integrated module of Opera 3 Documents can be stored electronically, and can be accessed as quickly as you need them 20 Copyright 2010 Pegasus Software, an Infor Company.

21 Document Management Instant retrieval of captured documents 3 ways to capture any file type - scan, drag and drop, by barcode Manual and Barcode indexing No lost paperwork Saves on archiving and storage space 21 Copyright 2010 Pegasus Software, an Infor Company.

22 Document Management 22 Copyright 2010 Pegasus Software, an Infor Company.

23 Document Management Desktop Offers capture and retrieval functionality from Document Management Available to employees that don t have access to Opera 3, making the solution a company-wide application at a fraction of the price It s an easy retrieval system of scanned documents and electronic files held in Document Management And an ad-hoc capture system to quickly store electronic files into Document Management 23 Copyright 2009 Pegasus Software, an Infor Company.

24 Customer Relationship Management Maintains individual contact details within a company Send and e-shots, attach incoming from MS Outlook and add new contacts automatically to your Outlook address book History is automatically updated by activities such as letters, mail-shots and appointments Generate quotations for a customer or prospect and associate with a sales opportunity 24 Copyright 2010 Pegasus Software, an Infor Company.

25 CRM Generate mail-shots using contacts filtered by multiple criteria or pre-defined groups Analyse opportunities by referral method type and competitor Sales forecasting reports, optionally adjusted for probability Analysis of sales by opportunities status, user, contact or company for a given date range 25 Copyright 2010 Pegasus Software, an Infor Company.

26 CRM Customers and supplier: import or update existing records from the Sales and Purchase Ledgers or from an Excel spreadsheet Remote access for the sales team on the road with Opera 3 CRM Remote 26 Copyright 2010 Pegasus Software, an Infor Company.

27 CRM 27 Copyright 2010 Pegasus Software, an Infor Company.

28 Service & Helpdesk Management Streamlines and simplifies the management of service and maintenance contracts Engineer and Resource Scheduling with Skills and Service Area matching Service Level Agreement (SLA) Profiles and SLA monitoring Service Contracts Processing with flexible billing periods and items 28 Copyright 2010 Pegasus Software, an Infor Company.

29 Service & Helpdesk Management Contract Renewal and Warranty Expiry reporting with mail merge facilities Integrates with remote tools such as: PDAs, Web Interfaces and TomTom Business Solutions Fault Code analysis with comprehensive reporting capabilities Worksheet Entry for recording and posting time, expenses, parts, consumables and requisitions 29 Copyright 2010 Pegasus Software, an Infor Company.

30 Service & Helpdesk Management Add and build up Components against Equipment items, which can be built into Service Kits Integration with Costing to allow the calculated cost and revenue to be posted to the relevant Job/Project/Cost Code 30 Copyright 2010 Pegasus Software, an Infor Company.

31 Service & Helpdesk Management 31 Copyright 2010 Pegasus Software, an Infor Company.

32 Opera 3 Info Centre New communication channel Opportunity to engage with Opera 3 users Giving users information on what is new, coming soon, events and any special customer offers available 32 Copyright 2010 Pegasus Software, an Infor Company.

33 33 Copyright 2010 Pegasus Software, an Infor Company.