Introducing Opera 3 Full integration across your entire business.

Transcription

1 Introducing Opera 3 Full integration across your entire business. Contact your local Pegasus Partner: Pegasus Software, an Infor TM company Orion House, Orion Way Kettering Northamptonshire NN15 6PE UK T: T: +44 (0) F: +44 (0) E: info@pegasus.co.uk OT /13

2 It s robust, reliable, flexible, it grows with our business and aids our productivity. We wouldn t have been as successful if we hadn t had Opera 3." Guy Atkins, Managing Director, Jo Bird The Opera 3 family How can it help you? Pegasus Improving the way you work What makes a successful business? Profitability? Growth? Customer satisfaction? Employee satisfaction? Over the past 30 years, Pegasus has been helping businesses large and small achieve all four of these important key performance indicators. We ve designed our innovative software solutions to enhance efficiency, cut costs and add value. We re now a marketleading supplier of integrated business software solutions, supporting over 20,000 companies across the UK and Ireland. Opera 3 Your business working in unison Opera 3 encompasses all aspects of your business, eliminating the need to run separate finance, payroll, CRM or service systems. This total integration delivers endless business benefits. You can share knowledge across departments, enable your teams to work remotely and access key decisionmaking information quickly and easily. Complete flexibility We understand that every business is different, so Opera 3 offers unrivalled flexibility. With functionally rich applications, features, customisation and configuration options you can build a solution that s perfect for your business. And with virtually limitless capacity, Opera 3 is ideal for growing businesses that need more power, more users or more flexibility. Financials p 4 For a complete overview and analysis of your cash flow a key tool in profit generation. Supply Chain Management p 5 Control of the entire supply chain at your fingertips. Payroll & HR p 6 Even the most complex payroll functions are made quick and easy. HMRC PAYE and RTI Recognition ensures compliance. Pegasus Web Xchange & Payroll Self Service p 7 Connect with your Opera 3 data remotely. It will change the way you work and run your business. CRM p 8 The smart way to convert prospects into sales. Service & Helpdesk Management p 9 Manage after-sales service and care effectively. Business Intelligence p 10 Access the information you need, when and where you need it. Document Management p 11 Store all your important business documents in one location, save time and money and reduce the risk of losing critical documents. Construction p 12 Unparalleled levels of control over contracts, subcontractors and costs. Manufacturing p 13 Integration with a complete production control system. 3

3 Financials See your business in a new light Gain control and optimise efficiency with Opera 3. Designed for businesses of every size, this software will become the lifeblood of your business, covering all the financial essentials and empowering you with invaluable reports. Ledgers With the Sales, Purchase and Nominal Ledgers, you ll have all the core financial information you need at your fingertips. The Credit Management Centre will help you streamline your credit control. Open Period Accounting gives you full flexibility within the Nominal Ledger. And, with many key processes automated, you re free to focus on improving cash flow and serving your customers. Cashbook Through Cashbook, Opera 3 is able to integrate your cash management with other financial applications, including bank reconciliation. Costing Track job costs and revenues against budgets: costs are broken down to a variety of categories so you can see where efficiency could be improved. A critical area for us, as with any business, is cash flow. Opera 3 has helped hugely in the monitoring of debtors and creditors. We know at an instant where we stand in terms of our finances Jerry Anderson, Director, Agripower Contractors Fixed Assets Keep track of your assets from acquisition to disposal, so you know their depreciation rates and correct net book value throughout their lifecycle. All types of assets are covered, including lease and hire purchase assets. Multi-Currency Opera 3 is fluent in handling unlimited currencies and exchange rates per transaction type, and in calculating and recording exchange rate differences. VAT 100 online filing The Opera 3 Online Filing Manager supports the online submission of the VAT100 Return and is recognised by HMRC, helping you to submit your VAT100 Return quickly, securely and accurately. EC VAT Opera 3 makes short work of defining and maintaining the information you need to produce EC Sales Lists (ESL) and Supplementary Declarations (SD). The EC Sales List report generates an XML upload file for submission via the HMRC website. Supply Chain Management Make your business a model of efficiency Respond to demand in seconds. Know your stock availability to the unit. Free your team from time-consuming order fulfilment tasks. Satisfying customer demand is as simple as 1, 2, 3. Sales Order Processing Opera 3 does more than generate sales documents; it goes deeper, checking for special price lists, discounts and credit limits. And to speed up the process, it offers batch processing of documents with the ability to all the details, as well as a Repeat Invoice facility to save time and money. There s also a built-in Global Price Changes utility, so it s easy to maintain pricing information. Purchase Order Processing Opera 3 generates all documents for the purchase order process from start to finish. These can be consolidated to create a single document for progression to purchase order. And because receipts and supplier invoices are matched back to the purchase order, you have control of stock and an audit trail. Stock Control Multiple warehouses? Different costing methods? Opera 3 allows you to apply different cost and selling prices, with minimum stock and re-order levels for each warehouse. Other features include: The Stocktake application, to help maintain accurate stock levels GRN and RTV processing as standard The ability to create Quarantine warehouses to hold goods before they are moved into stock Bill of Materials The Bill of Materials in Opera 3 caters for both simple and complex assembly structures and provides fast, accurate manufacturing information such as work in progress, assembly structure detail, batch/serial item location and assembly cost reports. 5

4 Payroll & HR HMRC PAYE and RTI Recognition From employee creation to payment processing and Real Time Information (RTI) submissions, Opera 3 Payroll & HR is the solution you can rely on for worry-free processing, compliant with all the latest legislative changes. Opera 3 Payroll caters fully for the submission of Real Time Information (RTI) to HMRC, including the Full Payment Submission (FPS) required for each pay period. All RTI submission files adhere to HMRC specifications. Opera 3 Payroll will also handle your auto enrolment of pensions requirements, from categorising your workers and auto enrolling them to managing employer and employee contributions and handling opt-ins and opt-outs. In addition, if you decide to use NEST (National Employment Savings Trust) as your pension provider as part of your auto enrolment duties, Pegasus NEST Integration works with Opera 3 Payroll and allows you to create enrolment information and contribution files that can be uploaded to NEST. Switching to the RTI framework using Opera 3 went like a dream Lorraine Sanderson, Accounts Senior, St Christopher s School Fully scalable However large your organisation, Opera 3 has the power and flexibility you need. With multicompany capability and fast processing, it can handle the toughest payroll challenges. Personnel management Detailed, accurate and up-to-date information is a key part of running a successful HR team. Opera 3 Personnel brings everything together including recruitment, retention, training, disciplinary actions, absenteeism, job changes and salary updates. Pegasus Web Xchange Pegasus Web Xchange is the secure and easy way to access your Opera 3 data on the go: any time, anywhere and on a number of mobile devices. Using new browser-based technology, it provides a set of services that are used to securely access and view Opera 3 data via a web browser. Payroll Self Service Empower employees and lower HR costs Using Pegasus Web Xchange, Payroll Self Service integrates with Opera 3 Payroll & HR and offers employees remote access to personal data, holiday entitlement and payslips. It's secure, quick and easy to use, and employees don't need to be users of Opera 3 to access their data. With Payroll Self Service, the time spent on administration every month is significantly reduced, and you'll make substantial savings on the cost of printing and posting payslips. Key features: o Payroll Self Service accounts are linked back to the employee record in Opera 3 o Employee permissions can be set to No Access, Read Only or Read/Write o Subject to permissions, employees can remotely access and amend details including: personal details, contacts, education records, bank account information, absence details and holiday entitlement o Integration with Opera 3 Notification Services alerts a manager to requests awaiting authorisation o Payslips can be available online or printed 7

5 Customer Relationship Management (CRM) The key to customer satisfaction With Opera 3 CRM you can make the most of every opportunity and manage your ongoing relationships. New business Capitalise on your opportunities, capture key information, manage relationships and report on profitability. Opera 3 helps you make sense of the entire sales cycle from prospect to customer. Intelligent forecasting and reporting At-a-glance reports enable you to see your sales pipeline and its value, broken down by owner, contact, referral method, sales type and area. Remote access CRM Remote allows you to manage prospects and customer activities on the move. Your sales team can selectively download data to their laptops, work remotely, and then synchronise the updated records with the office via the internet. In order to remain competitive, it s important that we continually evolve to better service our global customer base. Opera 3 is excellent value for money and its capabilities are aligned perfectly to our business goals. Chris Barfe, CEO, Ibonhart CRM highlights Send and e-shots, attach incoming from Outlook and add new contacts automatically to your Outlook address book Send meeting requests to both internal and external contacts History is automatically updated by activities such as letters, mailshots and appointments Generate quotations for a customer or prospect and associate with a sales opportunity Analyse opportunities by referral method, type and competitor Sales forecasting reports, optionally adjusted for probability Analysis of sales by opportunity status, user, contact or company for a given date range Maintain individual contact details (including separate site addresses) within a company Import or update existing customer and supplier records from the Sales and Purchase Ledgers or from an Excel spreadsheet Service & Helpdesk Management Take control of your after-sales process An effective after-sales process is an essential part of gaining repeat business and keeping your customers happy. Together with CRM, the Service & Helpdesk Management application helps you track calls and activities throughout the sales cycle, from order, delivery, installation and billing to contract maintenance and servicing. Management made easy Activities such as planned maintenance and Helpdesk calls can be logged against contracts and equipment, so a full history is compiled and stored for easy access when needed. You ll also benefit from a central site for recording information such as issues, maintenance and installation. Keep track of service contracts Built-in Service Contracts Processing allows you to keep a full record of all agreements; it can cover multiple pieces of equipment and associated calls, visits and activities. And with flexible billing routines, it s easy to invoice quickly as and when you choose. Service & Helpdesk Management highlights Engineer and Resource Scheduling, with Skills and Service Area matching Service Level Agreement (SLA ) Profiles and SLA monitoring Fault Code analysis with comprehensive reporting capabilities Worksheet Entry for recording and posting time, expenses, parts, consumables and requisitions Service Contracts processing with flexible billing periods and items Contract Renewal and Warranty Expiry reporting with mail merge facilities Summary Scheduler for a view of all calls, to allocate resources quickly and in bulk Integration with remote tools such as PDAs, Web interfaces and TomTom Business Solutions Integration with Costing to allow the calculated cost and revenue to be posted to the relevant Job/Project/Cost Code Integration with Notification Services to help improve communication on Helpdesk calls 9

6 Business Intelligence Turn knowledge into decision-making power Make informed decisions. Spot new opportunities. And build your business with confidence. Business Intelligence will transform the way you view your business. Award-winning tools Pegasus XRL gives you easy access to the information in Opera 3, enabling you to analyse, manipulate and report data using the Excel interface. Any reports you create can be saved for future use and will refresh at the click of a button to provide the most up-to-date information. Information at a glance Displaying key business information in real time, Pegasus Dashboards gives you an easy-tounderstand snapshot of your current business status. Details such as sales performance, stock levels and key performance indicators are presented in graphical charts so you can quickly spot areas of concern and take action immediately. Instant alerts With Pegasus Instant Messenger, you ll receive pop-up desktop alerts and s updating you with the latest information from within Opera 3. You choose what s included in the messages, who receives them and how often they arrive. PEGASUS DASHBOARDS Document Management Everything in the right place Document Management captures all your essential business documents and stores them securely and electronically, for instant access. Documents can be indexed at transactional level or at account level, and could be anything relating to your customers, suppliers, employees and stock items such as: purchase orders, invoices, timesheets, contracts, delivery notes or general correspondence. These stored documents can be easily accessed via userfriendly retrieval software. All-round savings For added ease of use, documents can be captured and indexed individually, in batches or by barcode. It all helps cut down time spent rifling through filing cabinets, saves physical space on storage and means you re doing your bit for the environment too. Document Management Desktop For everyone in the office Share the key benefits of Document Management with everyone in the office: Document Management Desktop offers Document Management functionality to non-users of Opera 3, with electronic document capture and easy retrieval of scanned documents. 11

7 Ultimately the benefit of Pegasus CIS and Opera 3 is visibility of information and efficiency as a company. Construction Jerry Anderson, Director, Agripower Contractors Instant access to up-to-date information can be critical to the effective management of contracts and jobs. Pegasus CIS (Construction Industry Solutions) provides unparalleled levels of control over contracts and subcontractors to allow jobs to be delivered on time and within budget. You can trust Pegasus CIS to handle all aspects of contract costing: phases, cost heads, revenue transactions, cost transactions, and actual/budget variance. When it comes to contract purchasing, it comes into its own, making short work of purchase orders, goods received notes, purchase invoices, and committed costs. Contract sales need no longer be a problem; Pegasus CIS takes care of payment applications, invoicing, aged debt and retention. You can reliably trust it with the certificates, payments, month-end returns, self-billing, and authenticated VAT receipts that come with managing subcontractors. Payment certificates can be generated to accompany payments to subcontractors, retention can be held back from these payments and released when they become due. Pegasus CIS also conforms to the requirements of HMRC Construction Industry Scheme for verification and month-end submissions for subcontractors. Not only are your contracts controlled but stock, plant hire and employee times are all handled within the system. It helps you build a better business. Manufacturing Pegasus offers a complete production control system that integrates manufacturing management, order processing and quality control. It processes all the relevant data from quotations through to sales orders and scheduling, through MRP and production, to delivery and invoicing. This enables you to assess profit, match purchase orders against goods coming in, and quickly and actively manage stock, all with just a few clicks. You can benefit from full traceability to serial number level, quotation conversion rates, and actual to standard time recording. Stock is core to any manufacturing business. Use multi-level Bill of Materials to define items that are to be manufactured, and shop floor routing to generate the works orders. If certain operations are sub-contracted out, the system will automatically produce the related purchase order. Drawing and issue numbers are linked to these stock records, as are quality and inspection plans. 13

8 Tailored to fit Every business has its own challenges and needs, so Opera 3 is completely flexible and customisable. It s easy to add functions and features and adapt the design to fit your situation. This can include anything, from fields and form design right through to full systems that sit within your Pegasus solution and have the same look and feel. You can even extend the functionality of Opera 3 into areas such as e-commerce, EPOS, distribution, car hire and barcode technology. We ll show you how easy it is to make Opera 3 unique to you. Pegasus Partners At Pegasus, we believe in offering more than just software. Through our nationwide network of Pegasus Partners we deliver complete solutions covering a range of services, from selecting the right product to customisation, training and day-to-day operational support. Experts in the field We have Service Level Agreements with all of our Partners, which means you can be certain they ll have the technical expertise and capacity to support our products. Each one is carefully selected for their knowledge of Pegasus solutions. And, because many also supply hardware, they can offer a complete system solution. Accurate, timely reporting and the ability to source better management information were the main drivers for our investment in new accounting software. Opera 3 has delivered on both counts. Amna Ijaz, Financial Controller, Rigby & Peller Purchasing Opera 3. It s all about choice. Pegasus is offering new customers flexibility and choice on how to access Opera 3. You can opt for subscription over 1 to 5 years on a term licence with affordable monthly payments. The starting point is a powerful financial solution with reporting capability to efficiently manage your business finances, from only 49 per user per month. You can also pay up front and own the software. With our integrated solution, you can enjoy great savings and get the essential applications you need from the start. Or you can pick and choose from our full list of applications and add more users and companies as your business grows. Don t just take our word for it See what our customers have to say about Opera 3 and how it s helping their business. Visit to watch our video case studies. Transform your business today To get Opera 3 working for your business contact us: Tel: