WennSoft Evolution Your Field Service Solution for the Connected Business

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1 WennSoft Evolution Your Field Service Solution for the Connected Business Open to see what happens when Microsoft Dynamics CRM 2013 Meets Field Service

2 WennSoft Evolution: Be Connected The way people communicate and connect is ever-evolving and your business is not immune to the current social and mobile revolution. Sure, at the heart of your business are your customers, but attracting new ones, retaining the ones you have, and growing your business while serving theirs requires a higher level of connectedness than ever before. Welcome to the Connected Era the era where connections come first and you must forge the first link in the value chain. WennSoft Evolution helps you foster the connections you have with your prospects, customers, constituents, subcontractors, vendors, and employees. Our solution helps drive consistency across your organization resulting in an incredible customer experience that drives return business, lasting relationships and profitability. With connections central to your operational success, you can better manage the resources needed to build and maintain a competitive advantage. All this is possible because Evolution is built on the Microsoft Dynamics CRM Framework where the foundational elements are purposely designed to support connections and the relationships they foster relationships between customers and their work orders; between field technicians, sales and customer service; between assets, equipment and their location; and connections between a successful installation, a profitable maintenance agreement and long-term customer loyalty. We understand the importance of connecting and building lasting relationships. Since 1995, WennSoft has been serving companies across a variety of industries in 23 countries. And one thing has stood the test of time a foundation built on lasting customer relationships. Designed for Growth Leveraging the Microsoft technology platform and built within Microsoft Dynamics CRM, Evolution is designed for flexibility and scale. Deployed with Choice and Flexibility Available in the cloud, on premise, or in a combined deployment, Evolution is available and accessible on your terms. Made for Today's "Always On" Demands With accessibility from the web; from ios, Android or Windows based mobile devices; or from Microsoft Outlook, Evolution information is available for team members and customers virtually anyone you need to stay connected with, securely. A Complete Solution Evolution delivers the tools you need to connect your business operations end-to-end, all while delivering the accurate information you need to maintain solid customer relationships and ultimately run your business. 1

3 Evolution Value A critical piece to a lasting relationship is the value both parties get out of it. That includes the worth of the product and services as well as the merit of the company you're doing business with. Evolution is engineered with the latest technologies to transform the way you profitably manage installation, maintenance and repair processes. It serves multiple industries like Oil & Gas, Power Generation, Fleet and Facilities Management, and Specialty Trades just to name a few. With mobile and portal experiences, proactive process guidance and strong reporting capabilites, Evolution can help improve productivity for everyone in your organization. Built on Microsoft Dynamics CRM, Evolution takes business value to a whole new level. Not only do you get the feature-rich, industrystrength of Evolution, you also benefit from the full power of the Microsoft R&D platform investment. Additionally, Evolution is Certified for Microsoft Dynamics (CfMD), which means that it has been thoroughly tested and proven to meet Microsoft s highest standards for partner solutions. As a Microsoft partner, we've earned Enterprise Resource Planning and Midmarket Solution Provider competencies which means that our team members have met Microsoft's extensive training and certification requirements, too. That means you're working with a dependable implementation and support team when it comes to industry and technology know-how. With roots forged in the "ins and outs" of the field service business we are committed to the delivery of solutions that help you increase business efficiency, and help you deliver greater value to your customers. 2

4 Your Business Can BE CONNECTED with WennSoft Evolution Sales and Service Close the loop between sales and service. Evolution sales and service provides an instant connection across leads, contacts, customer accounts and all related critical business information to help your organization sell and service as a team. Benefits: Sales and service teams share a single customer profile for full visibility and access to complete customer information including work order status, work order profitability, and cost and billing. On the desktop or on the go, your team has everything they need to be more productive, identify new business, resolve work orders and delight your customers. Built in processes automate warranty and renewal communications, helping ensure customers receive timely information and no revenue opportunity is overlooked. Stay on-track from the beginning, with quotes and workflows to ensure hitting deadlines, winning bids or contracts and securing more profitable work. Rich, vibrant online communities help our customers help themselves and help each other by viewing account information, monitoring work orders, and renewing maintenance agreements as well as interacting with peers in the WennSoft customer community. Asset and Equipment Management Maximize utilization. Profitably. Whether you're managing a customer's assets or your own, you want equipment in the field more than in the shop and your non-portable assets in top running condition. Managing the utilization of those assets is key to your profitability. Benefits: Manage the details of portable equipment as well as facilities or non-portable assets capture photos, track serial and barcode information, as well as linear property tracking to ensure the delivery of efficient service. Set up and view hierarchical relationships so that sub-assemblies or attachments associated with assets also are tracked as related records for more accurate service scheduling and billing. Track utilization, scheduling and charge out of assets by collecting accurate equipment usage including multiple meters, warranty, configuration, and preventative maintenance data. Maintain tight control of your assets, agreements and cost/revenue. Easily track complete asset and equipment information including sub-assembly and attachment details. 3

5 Maintenance and Repair Gain a competitive advantage Create and manage maintenance agreements with the details needed to provide your team the information they need, and your customers the service they demand. Benefits: Streamline the management of maintenance agreements from creation, renewal or cancellation with reason codes to track changes. Include both billable and non-billable lines to agreements. Always be confident that you re on top of your busy service responsibilities and resulting revenue with work order creation and tasking, whether initiated by customer request, from an ongoing maintenance agreement or through new work discovered on site. Have confidence that the maintenance being created and delivered supports tasking and the ability to break down the work for accurate scheduling and billing. Task lists can be added to maintenence records to build maintenance plans and scheduling. Keep a pulse on revenue and assess the profitability of maintenance agreements with profitability reporting, including access to a complete financial profile showing budgeted costs, actual costs and margin by line or agreement. Advanced Scheduling Maximize your resources, multiply their productivity. Gain detailed control and more effectively organize, schedule and dispatch your resources whether it's your people or your equipment. You'll get the most out of your team and assets, better balance the service workload and ultimately drive more revenue. Benefits: A graphical view of scheduled and unscheduled service activities and appointments makes it easy to schedule and manage service requests based on employee availability and skill set as well as equipment and other assets. Identify resource availability easily, so you can ensure the right physical assets and people are available and where they need to be to better optimize your mobilization costs. Intuitive drag and drop scheduling helps resource coordinators efficiently manage and adjust resource assignments, balance workloads and visually spot availability. Automatically generate s to notify resources of new appointments and share assignment details. Quickly pinpoint availability and optimize resource workloads with Evolutions' graphical scheduling tools. 4

6 Field Mobility Real-time field connectivity, anywhere, anytime. Field technicians are the true definition of today's mobile workforce installing and servicing equipment in remote or restricted locations with limited internet and cell tower access. Between getting updates from dispatch, juggling tasks and keeping track of all the pieces and parts they need, your field technicians have to actually get their work done and make sure the team back in the office knows what's taken place. Evolution's mobile solution, complete with online as well as store and forward" capabilities, makes it possible for them to do it all and do it better. Even in an age of "always online," connectivity issues can occur due to remote locations, secure firewalls or simple lack of connectivity. Store and forward capabilities ensure details are captured and ready for updating once internet or cell tower access is available. Your field technicians arrive prepared for every work order with customer details, asset information, and much more via the mobile device that works for them. With access to customer information, they can deliver better, more accurate service and capture new work needed and perform it as approved on site. As work is completed, technicians can record what was done, how long it took, what parts were used, secure signatures if needed, and complete details to invoice as needed. Completed work is communicated back to the office and to the customer before moving on to the next service call, expediting the invoice-to-cash timeline. Evolution meets the needs of virtually any mobile scenario your business demands, whether your technicians require laptop and printer access in the vehicle or handheld devices more practical for minimal clearance or high elevations. With multiple operating systems, including ios, Android and Windows, your field technicians will arrive on site equipped to address the work order and connect back in the most effective way possible. Improve the productivity of your field technicians with access to complete service call information while they're on the go. Time and Expense Ensure costs are accounted and allocated accurately. When it comes time to driving and measuring profitability, tracking time and expense is crucial. Establish approval levels required by your business, and set up workflows for efficient time and expense tracking. Time and expenses are traced by specific activities and categories; lines of business are taken into consideration for pay codes, positions and labor rate calculations; hours can be distributed to tasks. Retrieve and view supporting documentation associated with expenses to verify accuracy. Time and expense tracking ensures labor and projects costs are captured accurately. 5

7 Complete Insight See, account, analyze, adjust. Repeat. Every activity has the potential to drive revenue when accounted for, analyzed and adjusted. With Evolution, you gain visibility into business performance with better connections across all facets of your organization. From basic transaction processing to a connected view of your customers to a full view of business-critical information, you have the details you need to keep your business moving ahead. o Transaction Processing to Revenue Recognition Evolution provides the transactional backbone you need in a stand-alone environment, including quoting, purchasing and invoice processing capabilities, so you can do what you need to get a bill out the door, regardless of the financial system you're running. Or for additional transaction power, Evolution is easily integrated with most financial management/erp solutions. o Financial Profiles Equip finance, operations and sales personnel with a complete, accurate view of work order and maintenance agreement profitability based on costs, billing and time. o Dashboards and Views Dashboards give each employee the information they need to make informed decisions, act on business-critical activities and track key performance indicators (KPIs) to help stay ahead of the competition. Dashboards can be configured by individual, role or team requirements and tailored to address industry-specific terms and processes. o Help Desk With shared access to information, your support operations are armed to deliver superior phonebased support. Evolution's customizable, personalized dashboard ensures what you see is what you want to see. Integration and Extensibility Make the system yours Built on the Microsoft Dynamics xrm framework, WennSoft Evolution takes full advantage of the robust CRM Application Programming Interface (API), as well as the Microsoft Dynamics CRM Software Development Kit (SDK), Dynamics Connector(s), and SharePoint Server integration available with Microsoft Dynamics CRM. This rich toolset allows you to extend the solution in many ways. Extend Users can dynamically add fields or processes as needed to the database. Administrators have additional tools to do more sophisticated changes. Add or integrate to other solutions or services. Pre-configured integrations give you the flexibility to expand the solution to meet business needs and the confidence that it is maintained and updated. Customize reporting. Create and extend workflows within the product, or external to Evolution. Integrate ERP: WennSoft Evolution will integrate with existing ERP systems including, but not limited to, Microsoft Dynamics AX and Dynamics NAV. Microsoft SharePoint: SharePoint Server integration enables document management capabilities in Microsoft Dynamics CRM. To support integration with Microsoft Windows SharePoint Services and to enhance product security, the.net Business Connector requires Windows integrated authentication. Microsoft Office: WennSoft Evolution is integrated with Microsoft Office at a platform level to support the Outlook-based client. Other web services and business applications: Evolution is also easily integrated to other web services, such as Bing or Google maps and business applications such as payroll services, project management solutions and commerce sites. 5

8 Choice and Control WennSoft Evolution is available on-premise for customers who want to manage their own solution and infrastructure. It's also available in an online environment so you can easily access your solution in the cloud with day-to-day management handled elsewhere, allowing you to free IT resources to focus on more strategic business and technology goals. Additionally, WennSoft Evolution can be licensed through a purchase, subscription or rent-to-own model. Our goal is that you have the software, services, environment and licensing to help ensure WennSoft will be the last solution you ll need. Visit or contact us for more information about WennSoft Evolution, our services or our Last Solution Guarantee WENNSOFT contact@wennsoft.com