Professional Services Automation for SalesLogix. Best viewed with Acrobat 4.0

Transcription

1 Professional Services Automation for SalesLogix Best viewed with Acrobat Resolution Partners, Inc. 5/1/2001

2 Engagement Management Manage internal and/or customer projects Track projects, phases, tasks, issues, staff resources, budgets, purchase orders, and billing Know who is working on what and when Capture time and expenses Fee schedule and currency per project Project teams can include internal staff, client staff, and contractors

3 Time and Expense Management Easily enter time spent on a task Record project expenses Missing billable hours are easy to find Capture time and expense for non-billable projects (staff development, marketing projects, vacation) Tracks actual vs. billed time and expenses separately RapidText lets you provide your customer with detailed work descriptions effortlessly Users can only edit their own Workslips entries Users can only bill against tasks assigned to them Managers can view Workslips for multiple users

4 Professional Services Billing Invoicing can be aligned to match the original client proposal Accommodates Time & Expense, Flat Fee, Milestone, and Pre-billing invoicing methods Customize what an invoice displays for each client project You can hide unnecessary invoice details Pre-billing report lets you correct errors before billing Automatically create invoices based on Workslips Original Workslips are archived for audit trails Manual invoices for products can be attached to a project purchase order Selected Workslips can be put on hold and billed at a later time

5 Financial Accounting and Reporting Know the open-to-bill amount against a client purchase order Track multiple purchase orders per project Specify multiple budget items per purchase order Use Master Projects to link related projects for reporting Report on Work-In-Process (WIP) but not yet billed and work already billed

6 Manage Staff Resources Know who is assigned to what projects See what tasks they are responsible for Track staff skills and certifications

7 Making Eventix Engagement Work for You Eventix Engagement was built using the SalesLogix Architect This means that it is completely customizable by you and/or your SalesLogix Business Partner In other words you can match your own business processes with SalesLogix and Eventix Engagement

8 Eventix Engagement Software Connections Microsoft Project Built-in support for exporting a project Accounting Systems Billing tables are Dynalink ready Crystal Enterprise All Engagement reports can be viewed using a web browser Knowledge Sync Uses your business rules to tell you what you want to know when you want to know it All Products listed above are purchased separately

9 Let s take a tour of Eventix Engagement

10 Project List Main View One click here gives you a view of all your projects Sort the grid by clicking on the column name Instantly narrow down the list with built-in filters

11 Master Project View Master Projects allow you to link related projects together

12 Project Detail View Projects can be billed to a third party Links for related project web sites Two tax rates available per line item on each invoice Currency the project will be billed in

13 Purchase Order View Track multiple purchase orders for each project

14 Project Budget View Track multiple budget line items for each purchase order within a project

15 Sale Tracking View Track who sold the project (internal employee and/or outside person) and what opportunity it is related to along with a lead source if desired

16 Project Team Member View Track all the people related to a project including internal, client, and 3 rd party contractors

17 Project Resource View Track one or more resources* per project *For example, a resource can be specified as a developer The person filling the role of the developer resource can be added at a later time from the team member list.

18 Project Task Outline View Select a phase and the linked tasks are displayed in an outline view below Tasks displayed are indented based on the outline level

19 Task Record View Easily update task status for reporting Track critical task dates Link tasks to a budget line item Compare Estimated vs Actual budget hours. Assign a task to one or more people Track tasks assigned to a customer

20 Project Issue View Track multiple important issues, problems, goals, etc. with dates Issues can be owned by internal or external people

21 Fee Adjustment View Add one or more fee adjustments that apply to standard rates for each project

22 Billing Invoice Format Options Show or hide invoice detail information on a project basis

23 WorkSlips List User View Pick the Workslip date range you want to see View Time or Expense Workslips or both As you scroll through the list above, you can see Workslip details without having to open the record With just one click you can add a new Workslip using our wizard process

24 Workslip Wizard Entering Time This view shows the Workslip created using the Workslip wizard. Using the wizard makes data entry fast and easy Users see only those tasks assigned to them The user simply answers a few questions concerning the work performed and a Workslip is created Selecting a Rapid Text fills in the Billing description below

25 Workslip Record User View This Workslip detail view shows the Workslip created by the Workslip wizard. Internal, confidential comments can be added

26 Workslip Wizard Entering Expenses Expense Workslips can be created using the Workslip Wizard. Selecting Expense as the Workslip type allows the user to enter Project or non- Project related expenses

27 Workslip Wizard Expense Reporting Users can print detailed expense reports.

28 Workslips List Manager View Adjustment and Approval View Workslips for all users or only for a single user Rapid approval process

29 Workslip Record Manager View Workslips are linked back to project purchase orders and budget line items You pick a RapidText link and the service description automatically is filled in Allows unlimited Workslip descriptions for informative customer invoices Track both actual and billable amounts

30 Bill Processing and Invoice Creation View Confirm billing information without having to open a project record Pick the date you want to appear on the invoice See which workslips will appear on the invoice for the selected project *Hold means that a Workslip will not be billed until the hold is removed Easily edit, approve, and place Workslips on hold*

31 Invoice Creation View Creates an invoice using details from Workslips Creates a flat fee invoice Workslips can be linked to an invoice when the work has been pre-billed Manual invoices can also be created

32 Sample Invoice Use this included Crystal Reports template to quickly create your own invoice format

33 Print Reports Instantly Ships with built-in reports in US 8.5 x 11 letter and International A4 sizes

34 Examples of Included Customizable Crystal Reports Templates Project Overview Tasks / Status Client assignments Issues Progress Milestones Project Team Resource Forecast Actual Vs. Budgeted Pre-Billing review Weekly time summary And many more! Reports In US and A4 International Formats

35 Resource Staff and Skill Set View Track one or more skills of internal employees and 3 rd party contractors, including certifications

36 Task Template View Task templates let you use a best practice method to insure project success and save task data entry for similar projects

37 System Requirements Optional Components SalesLogix.NET Crystal Reports version 8.x Microsoft Project 2000 Crystal Enterprise Web Reporting Windows Terminal Server/ Citrix WebConnect Data capture using web forms Dynalink connection to Great Plains and MAS 90/200 Knowledge Sync Notification System

38 Thank You For Your Time For more information on Eventix Engagement please contact your SalesLogix Business Partner You can visit us on the web at eventix.com 1600 Dove St. 200 Newport Beach, CA USA Ph; Toll Free: Presentation created by Art Karp Copyright , All rights reserved. Resolution Partners, Inc. Eventix is a Trademark of PC Works, Inc. SalesLogix is a trademark of Interact Commerce Corp.