Times are changing. Stay flexible with POOL4TOOL.

Transcription

1 Times are changing. Stay flexible with POOL4TOOL. Supplier-Portal SAP AddOn Collaborative Customer Management SRM-Suite CRM-Suite SCM-Suite PLM-Suite Collaboration-Suite QDX-Suite

2 Short profile Since it was founded in 1989, Selected Services Ltd. has specialized in consulting and development for ebusiness in the SAP environment. With POOL4TOOL, Selected has developed a proven, on-demand solution, unique in the world, for client and supplier management (CRM and SRM), to integrate external business processes and optimize internal ones. With the SRM suite, the CRM suite and the Collaboration Platform, the POOL4TOOL portfolio offers comprehensive solutions for efficiently performing processes both within and across company borders, in the areas of Purchasing, Sales and Marketing, Logistics, Product Development, and Quality Management. Because of our clear SAP focus, our use of state-of-the-art technology, and our serviceoriented architecture (SOA), our users can integrate partners very easily through certified interfaces and web services, thus optimizing the benefit they receive from the SAP systems in which they have already invested. With our professional services, we ensure professional project realization as well as successful implementation and use of POOL4TOOL within your company. Our services include ROI calculations and business blueprints before projects start, and professional conceptualization and technical services for the integration of POOL4TOOL as a turnkey solution. With POOL4TOOL, the efficient integration of core processes between en business partners without large investments is no longer a vision of the future. Thomas Dieringer, General Manager Selected Services

3 Advantages 10 reasons to use POOL4TOOL: Tried and tested solution, implemented in leading companies Quick start-up and short-term ROI Full and integrated solution without media disruption One solution for implementation of all business partners Flexible adaption to individual processes Professional services, high technical expertise Modular structure and variable licensing Free of charge for integrated business partners Latest technology and architecture (SOA) Total SAP integration and high SAP expertise The supplier portal and SAP add-on for Purchasing, Logistics, Development and Quality.

4 Concept As an integration platform for sales supervision (CRM) and supplier implementation (SRM), the hosted web application POOL4TOOL enables end-to-end processes, from the first customer contact all the way through supplier complaints. Because so much information - offers, project plans, status information, complaints and the like - has to be shared seamlessly with clients and suppliers, POOL4TOOL offers the integration of client and supplier processes on one platform, and is the only solution on the market to do so. Therefore, not only are processes in your company supported and friction losses eliminated, but also your partners are better integrated, because they can optimize their own processes through using POOL4TOOL. Thus, multiple processes are optimized in a snowball effect throughout the whole supply chain. POOL4TOOL is currently used in parts of the automotive industry from Tier 1 to Tier 6 to facilitate quick adaptation to new customer requests for all companies involved in the supply chain. The various POOL4TOOL modules can be used singly or in fully-integrated combinations. Different ERP and QS systems, PLM solutions and groupware systems like Outlook or Lotus Notes can be integrated via web server to exchange data online. Finance Finanz ERP System Einkauf Procurement Finance Finanz

5 Purchasing POOL4TOOL covers all important areas within purchasing management, from the supplier database to esourcing (erfx), eprocurement (ecatalog) and eauction. With functions supporting the consolidation of the supplier and material databases, the purchase volume can be pooled companywide and across the ERP system to identify bundling potentials and to reduce the number of suppliers. Logistics With POOL4TOOL WebEDIs, the flow of information can be illustrated electronically, from delivery control up to the arrival of the goods to the customer. A special highlight are the transaction-based access codes, which allow the supplier to access and reply to forms over the Internet. Bookkeeping is vastly simplified through the direct exchange of invoices and credit notes. Development With the POOL4TOOL collaboration suite, teams from different companies can work together at different locations and access a central information pool, which can be made up of files and documents such as project plans, tender documents, specifications, norms, parts lists, blueprints, CAD drawings and APQPs. Sales The sales and marketing management controls of the POOL4TOOL CRM suite include the ability to manage contacts, opportunities and campaigns, and are integrated in the Order and Project Administration function. Client self-service (web shop) functions are provided over the Internet, allowing users to order goods, request information, send complaints or monitor activities. Quality POOL4TOOL supports the new quality standard QDX (quality data exchange) for the complaint process and for the efficient supervision of individual actions. APQP and FMEA processes are illustrated with direct integration of the supplier. Functions for supplier assessment and rating complete the process.

6 Software solutions Registration and qualification New companies can register themselves as potential suppliers for the groups of goods approved by the client. In addition, suppliers themselves can create and update their own profiles. There can be an automatic pre-qualification (A, B or C supplier) based on the calculated score. Classification Current and potential suppliers are categorized by indications like reaction time to orders or complaints, the result of the supplier rating, and the average position at the submitting of offers. Sound, objective supplier classifications like suspended, limited open and open allow the allocation of suppliers within the request and offer process, based on defined rules. Supplier database With the help of the supplier database, both registered suppliers within the business directory and unregistered suppliers from different sub-systems can be managed and developed. The entire communication with suppliers (contacts, s, tasks, appointments) can be replicated with Outlook or Lotus Notes. SRM S Consolidation - Bundling POOL4TOOL offers comprehensive functions for the consolidation of supplier and material data with your company for bundling demand companywide, as a basis for optimal negotiation strategies and to help you reach the best decisions in supplier management. esourcing The POOL4TOOL esourcing module uses pre-defined templates (RFI, quick, standard and advanced RFQ, RDF) to optimize the request and offer process. A high level of automation is achieved through cost breakdowns specified by goods groups, the implementation of PLM systems (especially for drawing-related parts), and different interfaces (GAEB, Excel, XML). Pre-defined arrays, such as for sliding prices, guarantee full SAP compatibility within the automatic generation of supply and information data in SAP. With its Scenario Manager, POOL4TOOL offers an automated comparison of offers where the purchaser can change all offer parameters like the supplier scale, the number of pieces, or the raw material price basis, and document them as different scenarios for decision-making purposes.

7 eprocurement POOL4TOOL eprocurement is the all-in-one solution for the management of C goods. All process steps are mapped, from BANF creation through the permission process, to the order and the delivery. A staging area for the control of changes by the supplier, an OCI interface for the implementation of outbound catalogues, and an optional store management function complete the solution. The order behavior of the consumers can be evaluated with the implemented data warehouse as a basis for further supplier negotiations. For smaller suppliers, POOL4TOOL offers WebEDIs for online clearing and functions for free of charge BMECat generation. eauction RM Our special push technology makes POOL4TOOL ticker auctions outstanding within the market. For the first time, real-time auctions can be performed through the online synchronization of bidder clocks. With English dynamic, English ticker, Dutch ticker, Hong Kong ticker and first price sealed bid, POOL4TOOL offers the best auction design for each situation. Document Management The POOL4TOOL DMS is a comprehensive document management system for the safe revision control of documents. The provision of any document (including CAD drawings up to 300 MB in size) and the management of changes to it, can be realized with great efficiency. Project Management With the POOL4TOOL Collaboration Platform, projects that include the participation of teams from various departments and companies can easily be managed. Status reports (on a traffic light basis, coded green, yellow or red) and a special portfolio management function support the overview of multiple projects. With the Microsoft Project plug-in, the most common project management tool can be used as an easy-to-handle front end for POOL4TOOL. Action Controlling POOL4TOOL s Action Controlling function supports the efficient planning and control of development projects and improvement actions, after audits or APQP and FMEA processes. Early avoidance of potential delays and mistakes has a very positive effect on the time to market of new products.

8 Sales Monitoring With the POOL4TOOL CRM, staff members have access to single activities and whole histories of current and prospective customers, and of projects, including communication details, project status, complaints, open offers and orders. POOL4TOOL Opportunity Management (lead and sales possibilities) controls the sales pipeline and therefore the whole sales cycle by using checklists. Campaign Management POOL4TOOL Campaign Management is an absolutely essential tool for marketing automation. The Newsletter Tracking function allows you to automatically measure responses to personalized s that you send to selected recipients. Our unique matrix analysis selects the data, giving you a clear comprehension of the progress of your campaign. Questionnaire With the POOL4TOOL questionnaire function, you can easily create large online surveys including customer satisfaction analyses and demand surveys. Evaluations in the form of radar diagrams support quick analyses of the data. Skill Management With POOL4TOOL Skill Management, staff profiles can be placed in the database to allow the rapid identification of experts with special skills and experience. For evaluation, must have and nice to have criteria can be implemented within a skill matrix. Contract Management POOL4TOOL Contract Management provides an overview of the company s existing agreements with all their fundamental contents. Reminders for termination dates, additional negotiations and bonus payments support active contract management. Web Shop and BMECat generator With the POOL4TOOL Web Shop, articles can be offered directly to customers over the Internet or provided in eprocurement systems such as BMECat. The data importing can be done with XML, Excel, CSV or manual attachments. With this, all varieties of electronic trading are supported.

9 SRM PORTAL Supplier Management - Supplier Communication - Consolidation - Contract Management - Outlook Plug-in - Lotus Notes Plug-in CRM PORTAL Contact Management Opportunity Management Campaign Controlling Newsletter, Questionnaire Order Management Skill Management WebShop, BMECat SRM & Su FINANCE PORTAL Invoice Credit note Digital Signature QUALITY PORTAL Complaints/8D Report (QDX) - Ticket Tracker Supplier Rating APQP, FMEA

10 MARKETPLACE Business Directory - Central Data Maintenance (Supplier Self-Service) - Single sign-on - Qualification SOURCING PORTAL Request - Offer (erfx) - GAEB-Interface eauction ebidding eprocurement ecatalogue PROJECT PORTAL CRM ite Document Management Teamroom (DMS) - CAD Data Exchange (CAX) Project Management Collaboration - Microsoft Project Plug-in Portfoliomanagement SCM PORTAL Order / Order Confirmation (POM) Delivery Schedule (DELFOR) Dispatch Notification (DESADV) Delivery Note VMI, Kanban

11 Order / Order confirmation POOL4TOOL Purchase Order Management (POM) is part of the POOL4TOOL WebEDIS, and is outstanding for its easy usability. Suppliers can see receipts in the same layout as in SAP. The supplier can change data such as price, amount or delivery date, and record notes directly on the receipt; these changes are sent back automatically to the SAP system. Delivery schedule and dispatch notification POOL4TOOL WebEDIs allow companies to exchange EDI messages over the Internet, even with companies where a direct EDI connection is not profitable, because with POOL4TOOL, investments in an expensive EDI infrastructure are not necessary. Messages about delivery schedules, packing and transportation data, and stock movements can be sent and received using all the advantages of ordinary EDI as well. VMI Kanban With POOL4TOOL VMI and Kanban transactions, the dispatch of stock is optimized for clients and suppliers. The procuring company transfers the responsibility for the stock of a defined component to the supplier. The supplier can plan production and transportation much more efficiently on the basis of the demand messages. Complaint Management POOL4TOOL Complaint Management supports standardized complaint management with customers and suppliers. The supplier feeds back the whole 8D report into POOL4TOOL, which facilitates the date tracing and lowers the work expenses for both client and supplier. POOL4TOOL also works as a trouble ticket tool on the client side for the execution of workflow-based requests in the service area (helpdesk, complaint management). Supplier Assessment With POOL4TOOL Supplier Assessment, the assessment of suppliers is communicated directly to the suppliers. You and your suppliers receive comprehensive assessment results on the basis of soft and hard facts through a secure assessment process and through the automatic transfer of key performance indicators from the ERP system.

12 Professional services Extensive experience is essential for the successful implementation of new technologies. Companies which decide to use POOL4TOOL for the optimization of communication with suppliers and customers can rely on a seven-level service concept which covers all operational phases from conception and ROI analyses through the implementation of suppliers to further developments of the solution. Concept - Blueprint In the run-up to the launch, we help to define target processes on the basis of the possibilities of POOL4TOOL and the experience we have from carrying out a huge number of projects. The planned savings are implemented in the ROI calculation and the results are available as blueprints. Technical questions concerning integration and security are considered. Internal connection - connectivity If you wish, we can take care of the full SAP integration of POOL4TOOL at your location. We transfer delivery orders, do the SAP customizing, and, if necessary, install matching EAI tools. The guidelines defined in the blueprint are mapped in POOL4TOOL. Connection of client and supplier - onboarding Supporting suppliers in registration and monitoring their current status with our registration tool, are important success factors in the acceptance and the sustainable use of the software solution. An essential feature of our onboarding process is the clear identification of new suppliers with the help of DUNS numbers and an automatic duplication check. Professional support for implementation Event Consulting With high procurement-based professional knowledge, we support our clients sourcing events. The event consulting is performed by experienced specialists, and includes consulting for the selection of the right bid, creation of event-based cost breakdowns and communication papers, quality checking of implemented events, supplier training, quality checking of submitted offers, adaptation of negotiation tactics on the auction platform, monitoring of your auctions, and performing satisfaction analyses and reports after the event.

13 Catalogue maintenance In addition to hosting eprocurement catalogues, we can also take over services like quality checking before importation, and updating prices in coordination with the supplier, if requested to do so. Continuous operation, hotline, clearing center By using different SLAs (service level agreements), we guarantee international support as a technical helpdesk up to 24/7. We use our own support tool, which allows you to follow each request with an individual ticket ID. With the help of automatic data clearing, suppliers can communicate almost exactly as they would with a full EDI connection. Our clearing center acts as a translator between your data format and that of your business partner. Software development POOL4TOOL is under continuous development by a large group of developers. With our release cycle, which is determined by our customers, we quickly satisfy individual requirements. Best practice solutions combine with many years of experience and an outstanding knowledge of industry for your success.

14 System integration POOL4TOOL is implemented in your IT infrastructure based on your requirements and the security agreements. ERP, PLM, QS and DMS systems and groupware solutions like Outlook and Lotus Notes are integrated through generic web services. Normally the connection is made with VPN tunnels and appropriate EAI tools to guarantee the highest data security. Security Our data processing center is one of the safest worldwide. The largest Lampertz IT security room in Europe, a 9.6 GBit backbone connection to the Internet via four individual carriers, and a disaster recovery backup function at a second data processing center emphasize our quality requirements. Successful client audits done on a regular basis, which meet the high SOX requirements, guarantee the highest security level. ERP integration The integration within your IT environment is done through web services. Optionally, we can also offer different polling mechanisms or manual uploads via CSV or Excel files. For the integration of SAP systems, we provide all necessary IDOC interfaces. POOL4TOOL can communicate with SAP via XI (Exchange Infrastructure) or BC (Business Connector), for which we provide the necessary mappings. Optionally, EAI tools like ACTIS, Seeburger, Webmethods or Biz Talk can be used. Portal integration On request, we realize and integrate entire supplier and staff portals for deep process integration. For this purpose, web services are used as basic technology. POOL4TOOL can also be integrated in single sign-on environments to raise acceptance by lowering the need for multiple user maintenance by staff and suppliers. Data migration We offer special importing routines with a largely-automated duplication check for the first data transfer. The high automation level ensures a high level of efficiency. By request, the data can be checked for accuracy and correct syntax before importation.

15 SAP Competence Center With our SAP Competence Center, we offer a unique solution and consulting portfolio to guarantee successful handling and quick success for projects with SAP. On request, we can take care of the SAP system customizing, the implementation of the SAP workflows and individual adjustments, in addition to the implementation of our IDOC interfaces and the integration test for the best usability of POOL4TOOL advantages in the SAP environment. With our full service offer, we provide projects with all-in-one solutions including SAP integration. Our customers value that. Kai Busse, Head of Consulting With Web 2.0 technologies, it is possible to create more flexible and more comfortable supply chains and process chains. Michael Rösch, Head of Development

16 Selected Services Beratungs-, Vertriebsund BeteiligungsgesmbH Headquarter: Altmannsdorferstrasse 91/ Vienna Austria Phone: +43 (0) office@pool4tool.com Branches: Stuttgart, Germany Tel.: +49 (0) Essen, Germany Tel.: +49 (0)