ERP SOFTWARE FOR GROWING MANUFACTURERS

ERP SOFTWARE FOR GROWING MANUFACTURERS

WHO ARE WE AND HOW CAN WE HELP? SALES PURCHASING & RECEIVING ECI SOFTWARE SOLUTIONS ENGINEERING ECi Software Solutions is a leading provider of best-in-industry vertically oriented business management and e-commerce systems software for small and mid-size companies. ECi has specialized in growth-empowering software solutions for global, niche vertical businesses for more than 30 years, and our solutions are known worldwide for technological innovation, industry-leading customer support and business consultancy. The company s software fuels the expansion and efficiency of industries such as manufacturing, distribution, field services, building and construction. ECi supports each industry through their array of robust ERP solutions and locallystaffed development, professional services, and account management teams across North America, Europe and Southeast Asia. INVENTORY QUALITY ASSURANCE ACCOUNTING PRODUCTION SHIPPING Through strategic partnerships, ECi is able to offer its customers solutions for sales data management, credit card processing, variable data printing and property-loss prevention. ECi is privately held and headquartered in Fort Worth, Texas with offices located throughout the U.S., Canada, Australia, New Zealand, United Kingdom and the Netherlands. WHY CHOOSE M1? ECi M1 is a powerful, Windows-based, ERP software specifically designed for the manufacturing industry and used by small and medium size job shops, and custom and mixed mode manufacturers, at more than 1,000 locations worldwide. At ECi, we are dedicated to helping manufacturers succeed in an ever-evolving marketplace. For more than 15 years, M1 ERP has met the rapidly changing needs of our customers by focusing on their entire sales, production and financial processes. Our M1 ERP software solution targets inefficiencies, controls job costs and maximizes the contribution of company resources. This integrated system has been built to handle virtually every phase of your manufacturing and sales processes, helping manufacturers achieve: BETTER DECISION MAKING GREATER CUSTOMER SATISFACTION IN THE SHORT AND LONG TERM CONSIDERABLE IMPROVEMENTS IN COMMUNICATION AND VISIBILITY BETWEEN DEPARTMENTS SIGNIFICANT PRODUCTIVITY INCREASES The business value that M1 will deliver for your manufacturing operations will be realized at all levels of your organization. From sales to shipping, we work hand-in-hand with our customers to ensure they exceed quality standards and maintain a competitive advantage. FROM SALES TO SHIPPING AND BEYOND, M1 WILL HELP YOUR BUSINESS GROW. 1 2

CAPITALIZING ON M1 S MODULAR DESIGN M1 is built for growing manufacturers. This means no matter what your size we ve got a business management solution to not just fit but also scale with your operational needs and budget. How do we do this? We ve split our comprehensive system into multiple modules, each focused on different aspects of a typical manufacturing operation. Each module can be removed from the overall system and reduced to a single core module, the M1 Production module. Like Lego blocks, you can snap our other M1 modules on top of the M1 Production module as the need arises and as your budget permits! AVAILABLE M1 MODULES TECHNOLOGY & BENEFITS M1 is written in.net C#, a powerful graphical development environment, and the industry standard Microsoft SQL Server. This advanced system will provide real value to your organization, from the executive level down. EXECUTIVE IMPROVED: Real-time access to accurate company information Visibility to the flow of information aids in management by exception Customer satisfaction Financial management INCREASED: Sales opportunities from improved customer responsiveness Productivity Employee satisfaction indicators REDUCED: Manufacturing cycles through improved efficiencies MANAGEMENT IMPROVED: Real-time notification of potential production errors through exception reporting Time management Labor management Material management Job scheduling and management INCREASED: Employee satisfaction Visibility to daily operational issues REDUCED: Rework and idle times Errors from sales caused by use of disparate systems USERS IMPROVED: User interface enabling fast ramp-up of new employees and cross training of existing employees Material management Job scheduling and management INCREASED: Opportunity to learn new skills and improve their value to the business Real-time access to information about your customers, orders, quotes and parts REDUCED: Job frustration and stress Busy work leaving more time for higher leverage work activities ACCOUNTS RECEIVABLE ACCOUNTS PAYABLE GENERAL LEDGER MULTI CURRENCY ADVANCED INVENTORY MANAGEMENT ADVANCED FINANCIAL REPORTING ESTIMATING & QUOTING ELECTRONIC DATA INTERCHANGE REQUEST FOR QUOTE CALL MANAGEMENT LEAD MANAGEMENT DOCUMENT MANAGEMENT ADVANCED BILL OF MATERIALS PAYROLL PROJECT MANAGEMENT PRODUCT CONFIGURATOR POINT OF SALE SHOP FLOOR ENTRY PRODUCTION CALCULATORS MOBILE SHOP FLOOR ENTRY MOBILE CRM MOBILE INVENTORY ALERTS & AUTOMATION E-COMMERCE 3 4

SALES & MARKETING In today s increasingly competitive environment, you need the tools to effectively manage, analyze and automate your sales and marketing activities. M1 provides you with the ability to provide superior customer service so you ll be ahead of the competition. You will have the ability to record calls, analyze leads, provide quick and accurate quotation, sell over-the-counter and even configure a complex part. In this day and age your customers want access to you 24/7, so our web interface is a total e-commerce solution that gives your customers on-demand access to order information with the ability to purchase your products and services online. SALES & MARKETING CONTACT MANAGEMENT M1 provides a total solution to your contact management requirements. The Contact Management module organizes your customer and supplier details, including locations, contacts, tasks, appointments and memos. Use M1 s mail merge utility to improve communications with your contacts. ESTIMATING AND QUOTING M1 has the unique ability to base quotations on cost plus percentage markup, quoting rate or price list. The Estimating and Quoting module allows for quick and accurate quotations. The ability to quote multiple items with quantity price breaks will simplify and consolidate your quote management. CALCULATORS M1 Calculators provide you with the ability to accurately estimate cycle times and material usage. The M1 calculators available are the Sheet, Laser, Bar and Punch calculators. These tools are easy-to-use for estimating material usage on jobs. Information generated in the calculators is retained within the parts so you can review and adjust calculations at any time. CALL MANAGEMENT Enhance your customer service levels by professionally tracking every call to and from your customers. The M1 Call Management module provides an effective means of recording all communication with prospects, customers and suppliers. You can also record your sent and received emails. LEAD MANAGEMENT M1 Lead Management provides powerful tools to effectively manage your entire pre-sales process. Enable your sales team to document all activities in the presales process with the ability to analyze marketing programs to determine the most effective marketing strategies. POINT OF SALE M1 gives you the ability to sell your stocked items in an over-the-counter environment. You can also use point of sale for your spare parts to speed up the sales process. The M1 Point-of-Sale module is designed to combine order entry, shipping, accounts receivable invoicing and accounts payable into one simple interface at the counter. PRODUCT CONFIGURATOR M1 s Product Configurator will allow you to offer superior service to your customers by being able to configure products to their exact needs. No need for thousands of BOMs in your master file anymore. Quote or create a job with ease and use the wizard for multilevel automation. Managing and maintaining your BOMs has never been easier. Simply input the part rules and anyone will be able to configure a BOM, a quote or a job. 5 6

PURCHASING & INVENTORY M1 Purchasing Management paves the way for a smooth purchase order creation process. You can purchase material directly to a job or to stock. Use the Purchase Order Wizard to have purchases recommended to you and then automatically generated. Inventory Management provides you with the mechanism to control your raw materials, sub-assemblies and finished goods so you can ensure the stock records are accurate and in real time. Managing materials in some businesses is a complex task, M1 Advanced Inventory Management provides essential tools to manage complex inventory requirements. Manage multiple companies, warehouses, bins, dimensional inventory and part cross-referencing with just one system. Advanced Bill of Materials gives you the tools to control revisions, assign and track serial numbers for traceability, roll up costs and change multiple BOMs with the find and replace tool. Purchasing RFQ allows your purchasing personnel to request and manage quotations from multiple supplies. PURCHASING & INVENTORY PURCHASING MANAGEMENT M1 Purchasing Management will reduce your inventory, boost your cash flow and improve your on-time deliveries. Place powerful tools in the hands of your team so they can generate purchase orders and track your suppliers performance. You can purchase materials directly to a job or to stock, create manual purchase orders for sundry items and services. REQUEST FOR QUOTE M1 Purchasing Request For Quote (RFQ) improves the management of quotations from suppliers. M1 RFQ provides an effective tool for purchasing personnel to request quotes on the supply of materials or outside services from one or multiple suppliers. Each RFQ may include multiple lines with each line requesting pricing on multiple quantities. INVENTORY MANAGEMENT M1 Inventory Management gives you the tools to control your raw materials, finished goods and sub-assemblies. Extensive master file information allows detailed recording of the part s description and properties. Integration with Order Management, Job Management and Purchasing Management ensures that stock records are accurate through automatic allocations, stock receipts and stock issues. ADVANCED INVENTORY MANAGEMENT M1 Advanced Inventory Management provides a better means of managing your complex inventory requirements. Advanced tools such as multiple warehouses, multiple bins, dimensional inventory, individual stocking locations and multiple part numbers for both purchased and sold items. ADVANCED BILL OF MATERIALS The M1 Advanced Bill of Materials (ABOM) module gives you the tools to effectively manage your most complex multi-level assembly with ease. M1 ABOM lets you control your revisions, create engineering change requests and assign/track serial numbers to ensure traceability. 7 8

PRODUCTION M1 makes light work of effectively managing your production requirements. From simple order entry that reduces the time it takes to get your jobs out to the shop floor, to great tools like the job wizard which automates the job process. You can create and update multiple jobs on one screen along with great visual scheduling tools like the Shop Load Explorer that reveals your overloaded work centers. M1 s Production module is a fully integrated suite that combines contact management, order management, job management, purchasing management, shipping management, labor management, scheduling and quality management. PRODUCTION ORDER MANAGEMENT M1 Order Management provides a fast efficient method of booking your sales orders as soon as you receive them. Every order can include a combination of make-to-order and pull-from-stock quantities. Integration with the Job Management module allow you to create jobs directly from the order for your make-to-order items. The provision of bill-of-materials access within Order Management enables you to properly manage your job requirements. JOB MANAGEMENT M1 Job Management simplifies the process of planning your production jobs. Raw material demands are automatically updated with the job and job costs are automatically updated with every job transaction. You will be able to obtain accurate and immediate job costing reports which will compare your estimated costs to your actual costs. Identify production inconsistencies before they create problems on the shop floor. SHIPPING MANAGEMENT M1 Shipping Management optimizes deliveries to your customers. M1 Shipping Management is a pivotal tool for managing all your outgoing deliveries. Ship goods to a customer from either a job or an order. All transactions relating to the shipments are quick and simple to complete. LABOR MANAGEMENT M1 Labor Management is a fundamental module used to collect and control your employees labor hours. Direct or indirect hours, including administration hours can all be captured through Timecard Entry or Shop Floor Entry and then transferred to M1 s Payroll module for payroll processing. SCHEDULING M1 Scheduling identifies your shop floor capacity problems and provides pertinent information to enable improved delivery performance. Backward and forward scheduling of individual or multiple jobs provides better control over your shop floor. Extensive screen inquiries and reports allow you to better manage bottlenecks in work centers. QUALITY MANAGEMENT M1 s Quality and Warranty module ties all of your quality and warranty functions together so that you can exceed your customers quality requirements and provide world-class customer service. Inspect, quarantine, resolve and RMA materials and parts through this fully integrated module. SHOP FLOOR ENTRY With less input required than a manual system, M1 Shop Floor Entry will deliver accurate job costing, real-time prioritizing, real-time job status updates and a collection of payroll hours. Designed with simplicity in mind, Shop Floor Entry provides a clear and concise user interface so your employees can perform their data collection duties in a highly efficient manner. 9 10

FINANCIALS M1 s Financials are packed with features that will help you maintain control of your business. More importantly, M1 Financials is designed to make processing your Accounts Receivable, Accounts Payable, Payroll and General Ledger functions quick and easy. Tools such as the Accounts Receivable Invoicing Wizard automates the creation of invoices directly from shipments. There is no need to re-key the data and therefore, there are no errors. General Ledger allows you to post transactions into prior or future periods without needing to close off the current period. You can manage your buying and selling in foreign currency with the multi-currency function. M1 Payroll is fully integrated which makes paying your people simple. FINANCIALS ACCOUNTS RECEIVABLE M1 Account Receivable provides a quick and accurate method for invoicing your customers and recording their payments. Invoices can be generated from packing slips eliminating data re-entry errors. You can print, fax or email your invoices directly to your customers. ACCOUNTS PAYABLE Always know how much you owe and when it is due with M1 Accounts Payable. M1 Accounts Payable allows you to process your creditors invoices and payments. Create EFT payments and manual cheques of M1-generated cheques. GENERAL LEDGER M1 General Ledger lets you control financial activities of your company more efficiently. M1 General Ledger captures and posts transactions created in Accounts Receivable and Accounts Payable, as well as journals that have been manually created. M1 General Ledger also includes a Fixed Assets Register. MULTI-CURRENCY Manage your foreign currency transactions more efficiently with M1 Multi-Currency. M1 Multi-Currency simplifies your buying and selling functions in foreign currencies. Exchange rates are accurately managed through effectivity dates. PAYROLL Paying your people has never been easier with M1 Payroll. M1 Payroll transfers data from timecards that have been created in either Shop Floor Entry or Timecard Entry. You simply need to review your entries, make any necessary adjustments and your payroll is ready to post. Of course paying your salaried employees is just as simple. 11 12

M1 BUSINESS MANAGEMENT M1 s range of productivity tools increases your efficiency by providing access points to the information you require. Tools such as graphs, calendars, explorers, wizards and other shortcuts will help you answer your questions quickly. M1 also allows you to drill down into reports and searches. These productivity tools are available in every module so that you have the ability to quickly and easily analyze every element of your business. M1 BUSINESS MANAGEMENT PROJECT MANAGEMENT M1 Project Management ties all quotes, jobs, orders, purchases and invoices related to a project together under one ID. You can assign a manager, track the progress and create follow-ups to ensure that you never miss an important milestone. FREE UNLIMITED VIEW ONLY LICENSES M1 unlimited view-only licenses allow you to have users who can view, print and export data for free. You only pay for the users who actually create transactions in the system and not for those who review information. And best of all they re free. SYSTEM SECURITY M1 System Security keeps your pertinent information secure and provides a change log of auditability. You can secure the tables used by M1 for each user/ dataset. The access levels are None, View, Edit, Edit+Add, Edit+Delete, and Edit+Add+Delete for each individual table. DOCUMENT MANAGEMENT M1 Document Management provides a cost effective method of controlling external documents related to quotes, parts, jobs and purchase orders. An unlimited number of documents can be linked to these records. Drawings, video clips, graphics, spreadsheets, word processing and many more file formats can be linked and viewed from within various screens of M1. 13 14

HERE S WHAT OUR CUSTOMERS ARE SAYING M1 has been a valuable partner for us for nearly 15 years. The software consistently exceeds our expectations and the results speak for themselves. I can t imagine where we d be without it and I certainly can t imagine any reason why we would change. Mark Shervey, President, Pequot Tool and Manufacturing, Pequot Lakes, MN USA Our customers provide a drawing, a spec, we deliver a finished product. With our sophisticated M1 ERP and live shop floor tracking system, we manage the most simple and the most sophisticated production requirements and volumes and arrive at our customers doors on time, every day. Brett Mackieson, General Manager, Elsum Engineering, Bayswater North, VIC Australia We selected M1 mainly because it gave us the most bang for the buck but it also seemed more user-friendly than the other systems we looked at and more easy to customize. We re confident M1 will get us to where we need to be as we move forward. Gail Raynor and Pierre Parks, Distek, Inc., North Brunswick, NJ USA M1 is vital. Everyone in this company uses M1 every day to make sure that we know what s being worked on and where. Each week we use M1 reports and M1 data in our meetings to look back and say how did we do? and are we on track? It s been underpinning in helping this company survive and thrive. Joe Howe, Director of Technology/Finance, K&J Woodworks, Kyle, TX USA 15 16

CONTACT US TODAY TO SCHEDULE A DEMO US/CANADA: 866.617.6389 AUS: 1300 130 241 NZ: 0800 441 186 M1@ECiSolutions.com www.ecim1.com 2016 ECi Software Solutions, Inc. ECi, M1, and the ECi Red Box logo are trademarks or registered tradesmarks of ECi Software Solutions, Inc. All rights resevered.