Cloud Solutions for Bigger Business

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1 inecom.com.au ERP to the cloud Advantages of the cloud Solution Overview Financial Management Distribution Management Project Accounting Customer Management Employee Portal Data Security Cloud Solutions for Bigger Business

2 Taking ERP to the cloud Why do I need business management software? Business management software treats business events as end-to-end processes. When a completed order is shipped, inventory balances and the General Ledger are immediately updated and an invoice can be produced. An Enterprise Resource Planning (ERP) system can reduce transaction cycle time, as well as the manpower and paper transactions necessary to execute them. Your business is growing, along with your transaction volumes. Process complexity and information reporting needs. Increasingly complicated, but necessary, business processes are too much for legacy systems. A Legacy system may be an entry level book keeping solution or an aging multi-user system that has been in place for 20 years. Whatever your companies circumstance you will know when its time for better business management software to better support your most important asset, your team! As importantly ERP is about being able to better serve your customers and suppliers. Cloud computing provides robust, cost-effective solutions for small and medium-sized businesses to help you meet customer demands and keep stock in balance. Disruptive innovation is changing the face of traditional industries Technology is now a high-priority boardroom agenda, creating modern enterprises that are using the cloud to enable agility, control and mobility at rapid speed. No more islands of information Data is instantly up-dated when transactions occur. So decisions made regarding inventories, cash balances or purchase commitments are based on the most current information. Islands of information are eliminated; everyone makes decisions based on the same data. Announcing a brand new highly adaptable cloud ERP solution from MYOB Cloud Computing has been one of the hottest buzzwords over the last few years and we have been using it for more than 10 years, whether you realise it or not. Outlook, Gmail, Facebook, Dropbox, Skype, PayPal and access to your banks are all examples of cloud solutions. The main idea behind the cloud is that you can access all your information over the internet. Announcing the only secure, cloud and browser-based Enterprise Resource Planning (ERP) solution that adapts to the needs of small and mid-sized businesses (SMBs). Introducing MYOB Advanced, an new ERP solution for companies of any size, operating anywhere and in any industry. MYOB Advanced aims to empower companies to replace legacy applications and take to the cloud faster and cheaper. Customers can take advantage of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) capabilities. MYOB Advanced provides vast capabilities in its Financial Management, Distribution Management, Customer Management and Project Accounting suites, and is highly configurable and extensible. Total using Cloud in 3 years Current Cloud users Nonadopters Number of Employees % 25% 24% 83% 41% 17% 85% 53% 15% 87% 58% 13% 91% 60% 9% Why the cloud? Cloud-based ERP solutions are ideal for growing businesses, providing robust functionality and sophisticated reporting capabilities. Cloud-based systems are flexible enough to fit any size business, so they grow with the company. Cover image courtesy of: Prasanna Kumar Ramachandran With intuitive controls and customisable dashboards, it is easy to use and delivers desktop-like performance right out of the browser. Anywhere access from any web-enabled device for unlimited users means you can involve everybody. Designed to bring you the best of the cloud This is the most easy-to-use, fastest and powerful cloud- and browser-based ERP solution available. Committed to constant improvement with usability in mind, the solution, gives users access to robust functionality that is still straightforward and simple to use. Cloud Solutions for Bigger Business

3 What are the advantages of the cloud? Cloud computing is computing based on the internet. Where in the past, people would run applications or programs from software downloaded on a physical computer or server in their building, cloud computing allows people access the same kinds of applications through the internet. It is a solution growing in popularity, especially amongst SMEs. CRN predicts that in 2014, small businesses will spend almost $100 billion on cloud computing services. Cloud Computing provides a simple way to access servers, storage, databases and a broad set of application services over the Internet. Cloud Computing is provided by Amazon AWS in Sydney. Once your system is established by Inecom, to access your new MYOB Advanced solution, one simply clicks on the URL you have immediate access to your entire business solution. So why are so many businesses moving to the cloud? It s because cloud computing increases efficiency, helps improve cash flow and offers many more benefits. Flexibility Vast capacity of the cloud s remote servers Competitive The cloud grants SMEs access to enterprise-class technology Security Lost or stolen computers don t affect data integrity Document control Collaborate with people in different time zones Disaster recovery No longer need complex disaster recovery plan Increased collaboration All employees can work on and share files Cap-Ex Free Pay as you go, minimal start-up costs, predictable expense Capital Costs 40% Flexibility & Scalability 58% Redundancy & Disater Recovery 35% Efficiency 42% Operating Expenses 45% Automatic updates Cloud suppliers do the server maintenance Work anywhere With internet access, you can work from anywhere Environment friendly At least 30% less energy than on-site servers

4 Solution Overview Take your business to the cloud By eliminating hardware costs, this new system gives you a fully customisable platform for a convenient monthly price. Your business is supported as it grows helping you to be more flexible and mobile than ever before. Specifically designed for larger Australian businesses As a leading local provider of business management software solutions in Australia and New Zealand, MYOB has a rich history of innovation and leadership in the business management software space. MYOB Advanced is built upon a rich fully integrated and customisable business management solution, designed to meet the cloud computing needs of a growing business. Local best-in class, high availability data centres using the latest technology to ensure the best possible user experience. Benefit from the support and knowledge of Inecom For over 20 years more than 3000 customers have entrusted Inecom for their business solution needs. MYOB Advanced is now implemented and supported by Inecom for Victoria. Inecom will work through the process of supporting your review and onwards to the management and delivery of the project. Inecom can provide a team of 25 people to implement and support leading ERP solutions for all sizes of projects. Our key markets are Professional Services, Finance, Distribution and Supply Chain. A fully integrated and customisable cloud-based business management solution, designed to meet the needs of your growing business. Financial Management Suite The Financial Management Suite includes a core set of financial modules used by almost every organisation. The modules are integrated with each other and the other suites. Project Accounting Software Suite The Project Accounting Software Suite manages budgeting, inventory, time sheets, billing, profitability, and reporting for individual business initiatives. Projects are included in company-wide financial reports. Distribution Management Suite The Distribution Management Suite is integrated with our core financial modules to deliver real-time measurements of profitability by warehouse, product line, location, and business unit. Customer Management Suite The Customer Management Suite provides a web-based customer relationship management (CRM) application for managing leads, contacts, opportunities, and business accounts. Cloud Solutions for Bigger Business

5 Financial Management Suite The MYOB Advanced Financial Management Suite includes a core set of financial modules used by every organisation. Financials are designed for companies with simple to complex requirements including inter-company accounting and group structure consolidation. Monitor, manage, and create reports across multiple subsidiaries or functional groups. The system automatically creates inter-company transactions and consolidated reports accurately reflect company-wide results. For those installations seeking a more simplified financial solution, configuration will be able to tailor to suit any size company and requirement. The modules in the Financial Management Suite are fully integrated, real time and integrate with all other modules. General Ledger The central repository for collecting and analyzing your financial information. Cash Management Operations related to cash transactions, cash balances, funds transfer and bank account reconciliation. Accounts Receivable Manage receivables and automate the tasks of invoicing customers and collecting payments. Tax Management Centralised tax configuration, management and BAS reporting. Currency Management Support multiple currencies so you can do business internationally and manage international subsidiaries. Inter-Company Accounting Automates financial information across multiple related companies. Accounts Payable Efficiently manage liabilities for purchased or received goods and services. Deferred Revenue Management Automate and accurately account for situations where you need to recognize revenue in future periods. Optimised for mobile and touch Employee Portal Automate the process of entering timesheets, submitted expense claims, and assigning work. Fixed Assets Management Provides complete visibility into your assets and depreciation calculations.

6 Distribution Management Suite The MYOB Advanced Distribution Management Suite manages the complexities of distribution such as purchasing, ordering, tracking inventory and delivering customer support Inventory replenishment suggestions Improve your cash flow and avoid over-/under-stocking with recommendations based on historical sales data analysis. Freight Costs Manage your freight cost tables to handle all freight cost calculations for each shipment your company handles, print the actual carrier labels and track shipments using actual tracking numbers provided by the carrier. Carrier return label support Print carrier return labels to include in order shipments for easy customer returns. Automated Shipments Fulfill large shipment volumes using pre-defined packing rules for specific products. Automatically determines packaging, generates labels and confirms shipments for multiple orders with just a few clicks. Multiple valuation methods Value your inventory using standard cost, moving average, FIFO and item specific methods. Select a different valuation method for each inventory item. Make direct adjustments to cost and physical inventory count using report and inquiry screens. Inventory bin/location control Create a physical and logical warehouse structure using inventory bins and location controls. For each warehouse location specify the types of items and transactions that are allowed, the picking priority and the cost of the items. Inventory lot and serial numbering Track inventory by lot or serial number. Lot and serial numbers can be assigned or entered manually when you receive, issue, or assemble inventory items. Serial numbers can be linked with item specific valuation methods. Inventory transfers Track goods in transit while transferring inventory between locations. Information is kept in a Goods intransit GL account. Purchase order automation Generate purchase orders based on inventory stock level and inventory replenishment algorithms. Orders are placed with the vendor that best meets price and delivery. Sales order discounts and promotions Manage complex pricing and discount policies including volume discounts and multiple discounts per item. Maintain policies for price overrides. Workflow and approvals Create workflow rules for sales orders and purchase orders. Base rules on the type of order, vendor information, discount amount, order amount, or transaction specific information. Customer notification customers when sales orders change status. Example: Provide tracking numbers when a sales order goes from open to shipped. Order Management Optimise the way you enter and fulfill sales orders. You can split orders across multiple warehouses, allocate inventory, verify credit limits, issue replenishment orders, accept returns and more. Inventory Management Software Real-time access to available inventory, inventory in transit, reorder quantities and inventory costs so you can efficiently manage your distribution process to improve customer satisfaction while maximising profits. Requisition Management Optimises the way you gather requests, obtain bids, create quotes, approve quotes, manage purchases and fulfill orders for internal or customer consumption. Purchasing Management Automates the entire procurement process from vendor quotes, to issuing purchase orders, receiving orders, creating AP vouchers and analysing results. Cloud Solutions for Bigger Business

7 Project Accounting Suite The MYOB Advanced Project Accounting Software Suite manages budgeting, inventory, time sheets, billing, profitability, and reporting for individual business initiatives. You create projects that are included in company-wide financial reports. Project Accounting Software features are integrated with the general ledger, accounts payable, accounts receivable, sales orders, purchase orders, inventory management, and the employee portal. Expense Management Track expenses related to materials, labor, services, and inventory to gain a complete view of project related costs. Allocate shared costs and overhead expenses to projects based on formulas that you establish. Time and Expense Tracking Employees, partners, and contractors can enter timesheets from anywhere using any device with a browser. The same convenience applies to expense reports. Centrally manage budgeting, billing, and profitability for individual business initiatives involving multiple employees, tasks, and materials. Real-time reporting roll projects up to company-wide financial reports. Advanced Billing Provides the flexibility to bill labor and materials according to the customer, the type of work being performed, or the specific project contract. Budget Tracking Project accounting budgets can include inventory items, non-stock items, labor, services, and more. Real-time reports compare actual project costs with original and revised budgets. Streamlined Employee Time Entry Now features Timecards, Timesheet and Simple Time Cards combined on a single screen. Setup is quick and easy and users can enter data multiple ways from a single screen. Resource Management Assign project managers, employees, machines, and other resources to individual projects and tasks. Establish billing rules and options for each task.

8 Customer Management Suite The MYOB Advanced Customer Management Suite provides a customer relationship management (CRM) application for managing leads, contacts, opportunities and business accounts. Integrated financials and content management foster a team approach and deliver a single consolidated view of all customer contacts. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results. Sales Automation Sales tools which improve information flow, reduce sales cycles, increase close rates and improve sales efficiency. Lead assignment and workflow help manage sales processes to improve efficiency. Integrated Marketing Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events and other sources. Lead reports help you track the best channels for obtaining qualified leads. The Customer Management Suite provides a solution to efficiently work and communicate with customers. Interactive dashboards specifically designed for customers to see all the relevant information about their interaction and perform relevant activities online. CRM provides a single system for tracking clients through prospecting, closing, and up-selling. This provides marketing teams with a complete history of communication and offers that prospects have received to eliminate confusion and improve conversion rates. The Service Management suite seamlessly integrates all service processes with the Financial, CRM, Distribution and Project suites for a complete and comprehensive enterprise wide solution to provide a 360 degrees view of your business. Knowledge Base Allow customers to search for answers to their questions 24/7. This also helps knowledge transfer, allowing more customer self-service and generating fewer support calls. Service and Support Automation Service management tools reduce response times, improve customer satisfaction, reduce support costs and accurately invoice transactions. Integration with financial modules ensures that chargeable work is on-charged according to client support contracts. Document Sharing Provides a secure location to share documents with customers, such as marketing material, educational material, company policies and FAQs, without needing to build a separate web page. Cloud Solutions for Bigger Business

9 Customer Management Suite CRM Integration Convert CRM opportunities to sales orders without reentering pricing and discount information. Customer service can locate orders to verify shipping and delivery status. An out-of-the box, self-service Customer Portal allows you to give customers access to the financial and case information you choose. Integrated Document Management Manage a central repository of customer collateral, templates, price lists, contract templates, pictures, videos, and other documents so your entire company uses the same set of current materials. Lead and List Management Aggregate leads from your website, purchased lists, trade shows, events, with those manually entered by salespeople. Assign leads to sales or partners according to customized criteria and data. Help Customers Help Themselves 24 hours a day, 7 days a week, your customers can access account information, create new support cases, and retrieve the latest case updates all without picking up the phone or sending an . Financial Overview Give customers the ability to see all historical documents, balances, due dates, payments received and amount due within the Customer Portal. Customers can also update address, contact and user access details. Opportunity Management Opportunities can be converted to sales orders for quick fulfillment and are linked to items in your product catalog so when deals close, finance can quickly issue an invoice. Online Marketing Rapidly create customized landing pages which capture leads originating from your website, a Google advertisement, a direct mail piece, or other source. Customer Portal 24 hours a day, 7 days a week, your customers can access account information, create new support cases and retrieve the latest case updates all without picking up the phone or sending an . Management Use templates to send professional-looking s to prospects and customers that are consistent with brand guidelines. Knowledge Base Allow customers to search for answers to their questions 24/7. This also helps knowledge transfer, allowing more customer self-service and generating fewer support calls. Document Sharing Provides a secure location to share documents with customers, such as marketing material, educational material, company policies and FAQs, without needing to build a separate web page.

10 Employee Portal The MYOB Advanced Employee Portal (EP) module provides a single application across the business allowing companies/teams/staff to access , create tasks linked to the ERP, Enter timesheets, expense claims, and assign work to other users. Access to company documents and Company Announcements is now at your fingertips. At a glance dashboards specific to roles and responsibilities show how the team/division/company is trending. By involving everybody in your organisation with one single top down application, your company communicates swiftly with no barriers to customer satisfaction. Expense Claim Reporting Employees can submit expense claims with scanned receipts and supporting documents. Once submitted, the expense claim will be assigned for approval according to predefined assignment rules. Timesheet Reporting Timesheets allow workers to specify a customer, a contract, worked hours, and billable hours. Once approved by a supervisor, timesheets can automatically update contract usage and generate a customer bill. Task Management Employees can create tasks associated with documents and assign these tasks to other employees or work groups. Employees can access their task list from a dashboard and drill down inside to view task and document details. Event Management An integrated event management system allows you to assign a default calendar specifying the working hours for each worker. Teams can use the calendar to schedule appointments and indicate absences and non-working hours. Organisation Chart Access a company organisation chart by specifying company positions and departments as well as the direct report for each company employee. Assignment Rules A flexible mechanism for assigning work and approving expense claims and timesheets. Cloud Solutions for Bigger Business

11 Data Control and Security Meet the strongest security requirements All business logic and data processing is performed on a server which is located in a secure location. Data is stored in an encrypted format in the database, and all communication over the network is encrypted. Since data is not stored on the client, you can instantly remove access for any user. SaaS infrastructure security Hosting infrastructure is ISO27001 certified and includes rigorous data handling procedures. Powered by Amazon Web Services Market leader in cloud infrastructure. AWS servers are located in Australia Located in Sydney, serving many of Australia s largest enterprises including Commonwealth Bank, MYOB, Suncorp and over 15,000 businesses nation-wide. Comprehensive auditing Role-based access controls allow you to involve temporary workers, investors, and external contractors (auditors, accountants, customer service personnel, etc). System administrators receive complete system audit reports which include login information, IP address information, and all system changes made by any individual. Security Advantages Designed to satisfy the security needs of banks, healthcare and government organisations. All business logic and processing is performed on a server in a secure environment. All information received from a user s browser is verified before being accepted and written to the database. Data transferred over the Internet and data stored in the database is encrypted. Encrypted communications To transfer information between the database and the user s browser, HTTPS is used. This is the same encryption technology used by banks to insure no one can listen in on your data. There is no performance penalty for using https. Database encryption To protect especially sensitive information the system encrypts certain fields within the SQL database. This protects you in the event a backup copy of your information is lost or stolen. You can designate whatever fields you wish to be encrypted in this manner. Menus display only authorized screens, reports and pages User menus display only the applications and pages authorized for each person. This also reduces the complexity of the application for individuals and speeds learning. User screens and reports display only authorized information Data items that are not authorized for a user will not be displayed on forms or reports. Popup inquiry screens that help users fill out forms only display items the user is authorized to view. Role based user security Security policies can be assigned by Role which reduces the number of security settings and the chance for error. An unlimited number of Roles can be created, so there is no limit on the types of security rights granted. Re-validation within a single user session Each transmission between the browser and the application server is re-validated from an encrypted key. Profiles Roles Users Groups Module level permissions Sub module level permissions Field level permissions Organisational hierarchy Data sharing rules User information Assign profile and role to user Associate users and roles to group

12 Business Solutions Inecom provide a real time solution with a common database across business functions such as Finance, Distribution, Customer Relationship Management and Project Management. MYOB Advanced is a web based, software as a service, solution providing real-time access for employees and partners i.e. going beyond the corporate walls to interact with other systems. MYOB Advanced delivers interaction with mobile devices for modern solution delivery. Business Analytics Business Analytics and Reporting powered by class leading Microsoft solutions. Make instant and accurate business decisions with dynamic and efficient access to real-time data featuring easy to use drag and drop, slice and dice capabilities. Stunning visualisation and KPI capabilities published to secure web portals to enable instant access anywhere, anytime on any device. Cloud Solutions Online communication has never been more important. Giving your customers access to an online self-service system will lower your cost of operations and increase your rate of transactions. The MYOB Customer Portal is an out of the box application giving your contacts on-line ordering, access to Support Requests and more. Inecom House, 17 Leicester Avenue, Glen Waverley, Victoria 3150, Australia Phone: Fax: Disclaimer: These materials are subject to change without notice, these materials are provided by Inecom and its affiliated companies for informational purposes only, without representation or warranty of any kind. Inecom shall not be liable for error or omissions with respect to the materials.

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