Solutions for. nomad. workers

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1 Solutions for nomad workers

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3 Divalto Group, Softwares for all businesses Catalyst for performance Created in 1982, the Divalto Group develops business management solutions for all companies, whatever their size : from small startup companies to major corporations up to 5000 employees, in every sectors of the economy (distribution, manufacturing, services). Mobility softwares and collaborative portals are also part of Divalto offer. With more than 300 partners distributing its solutions and clients among 300 business segments, the Divalto Group is a key player in the ERP, mobility and collaborative software fields. The Divalto Group is also internationally represented thanks to customers and partners implemented abroad, but also through its subsidiaries implemented in Canada (Montreal) and in Brazil (Belo Horizonte) to supply North and Latin America. Our values Divalto is ISO 9001 certified since 2009 for both its software publishing activity and the distribution process involving a partner-integrator network. This certification is a major step in the company strategy. Divalto relies on an internationally-validated standard and consolidates its position as a modern and forward-looking company, able to provide its customers with top quality products and services. Divalto Group s goal is to provide its customers with innovative softwares without compromising their initial investments while anticipating the market new needs. For this reason, Divalto Group spends each year over 30 % of its turnover in research and development. Our ecosystem Divalto adopted an indirect distribution method. Divalto s softwares are distributed through a network of 300 partners, in France - including the overseas departments and territories and in a few foreign countries. The strength of Divalto Group is to rely on partners who form a very consistent network with strong synergies. This defines the Divalto ecosystem. 1,500 experts are working in Divalto ecosystem and generate a global turnover valued at 150 million euros. Our solutions Three management solutions to meet all the needs : - Divalto infinity, the limitless ERP, - Divalto izy, the key functionalities for small and medium-sized companies, - Divalto idylis, the cloud-based management softwares. Mobility solutions and a collaborative portal are also part of Divalto product range: - DS-mobileo, solutions for nomad workers, - DS-agileo, collaborative solutions for agile organizations. of turnover devoted to R&D companies clients experts implied in the ecosystem 3

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5 DS-mobileo, solutions for nomad workers DS-mobileo is the off-line mobility solution that extends the company management processes to the staff in the field salespersons, field service engineers or deliverers and helps them better organize daily. Field-oriented, functionally rich, easy to use, DS-mobileo provides efficiency in daily business. DS-mobileo is a permanent link between on-site and nomad teams; it really facilitates data consistency and strengthens teams cohesion. Who s DS-mobileo for? Salespeople (nomad sales force) : access to lead and customer information, order and quotation taking, field activity reporting. Technicians (customer service) : work order receipt, intervention description through pre-filled forms, time recording. Deliverers (collection and delivery) : improvement in the delivery process by centralizing all the data related to collections and deliveries. How does it work? DS-mobileo is a multi-platform solution both regarding the device (smartphone, PDA, tablet, laptop and PC) and the operating system (Windows, Android and soon ios). DS-mobileo relies on the online/offline technology, enabling users to access data anytime, regardless of the network reach. The synchronization engine strength together with the data connector efficiency ensure an effective and secure interoperability with all the company business softwares (ERP, CRM, CMMS, etc.). Advantages for the company Improvement of sales visit quality and efficiency : - Access to the customer or lead information on site. - Time saved on visit preparation. Better responsiveness and autonomy of salespersons in the field : - Less time spent on reporting. - Customers are given an instant and suitable answer. Reliable information and less errors : - Reduction of the errors due to data-entry and other manual processes. - Up-to-date price-list. Smoother information flows between the field and the office : - Real-time estimate and order processing. - Lower time lag between the end of your intervention and the invoice generation Available and easy-to-use reports : - Standardized and comprehensive service reports. - Improved stock flows. Traceability of your deliveries : - Real-time delivery status follow-up. - Central information : History of deliveries, statements, signatures. In the field At the customer DS - mobileo Front - Office Nomad user in online/offline mode Laptop Ultraportable Company or hosted DS - mobileo Synchro & Live Synchronization engine DS - mobileo Back - Office Sedentary online user DS - mobileo DataBase DataBase DS - mobileo Extranet Sedentary online user Smartphone Tablet Notebook Pocket PC/PDA Pocket Phone Company DS - mobileo DataConnector ETL (option) Business sofwares Order taking Follow-up Access to the equipment service reports Windows Android ios (to come) ERP CRM CMMS 5

6 DS-mobileo Sales SFA functionalities for field activities 70 % of a salesperson s time is not spend for selling Source ProudFoot Consulting Improve sales visit quality and efficiency DS-mobileo Sales provides you with a 360-degree view on your customer, in the field : - Contact database, equipment, contracts, information about competitors. - History of estimates, orders, invoices, return slips and credit notes. - Sales events, visit reports. - Statistics and sales targets. - Payment status. Increase data reliability and reduce processing times Thanks to DS-mobileo Sales, data are entered once and directly available in your information system : - Product catalogue, customer buying habits. - Updated stock and pricelist. - Order and estimate placing directly in the customer s office. - Order printing and ing or faxing. - Access to quality and customer satisfaction forms. Bring the salesforce more responsiveness and autonomy in the field DS-mobileo Sales helps nomad workers be more efficient in the field : - Schedule and messaging tools. - Sales trip scheduling according to commercial goals. - Customers geolocation. - On-the-go activity reporting. 6

7 Field functionalities Contacts : customers and leads For each contact, DS-mobileo displays all the useful information the nomad salesperson may need. Details, addresses, administrative documents, contacts, in-process actions, statistics, charts, events, pricelists are immediately available. The salesperson is also able to run processes from the contact information slip : entry of an estimate, an order or a form, creation of an event or a visit report. DS-mobileo makes it possible to centralize all the activity on the contact s slip. Administrative documents DS-mobileo enables administrative document management (estimate, order, invoice, credit note). The field worker can access his customers document history, whether they have been created from the ERP or directly from the mobile device. There are many functionalities helping the software field-use, such as the possibility to turn estimates into orders and to copy estimates or orders. Documents can be found easily through search criteria and filters. Product catalogue and tariffs With DS-mobileo you can not only browse the item catalogue but also select products according to their family or sub-family, search an item by its name, reference, customer reference, technical characteristics and even use customized filters. Media files (pictures, documents, videos) can also be attached to item datasheets as complementary data that may play a key role in the sales process. Customer tariffs are available in DS-mobileo to provide customers with commercial proposals in accordance their usual price conditions. Order and estimate placing DS-mobileo ergonomics is 100% suitable to mobility conditions, which is one of its strengths. The order and estimate placing interface has been designed to ease the salesforce work in the field, and to increase the information accuracy. The data entry screen also displays data on packaging, stocks, discounts, purchase history and proposes order templates pre-filled with the customer s shopping patterns. At the end of the selling process, the professional is able to invite the customer to sign the order directly on the screen and then to mail or fax it to the customer. Schedule and sales trip DS-mobileo includes a graphic schedule. Through this graphic interface, salespersons access the appointment details and the customer additional information. In addition to the usual scheduling functionalities, DS-mobileo enables the salesperson to create and organize his/her sales trips, thus optimizing the knowledge of the visited customers. Business messaging system DS-mobileo includes a messaging system for the salesperson and sedentary teams to communicate through the back-office portal or the management software when possible. The purpose of such a messaging system is to improve business exchanges and separate them from the classic flow. Thanks to a acknowledgement of receipt functionality, the office can check that the nomad worker has effectively read the priority message he/she has been addressed. Activity monitoring and forms With DS-mobileo, the mobile sales staff can complete customized forms, either during or after the visit. It is then very easy to report the sales activity thanks to prepared visit scenarios, special actions, satisfaction surveys, sales campaigns, etc. Each questionnaire and form is pre-filled depending on which criteria the salesperson previously selected, enabling him / her to benefit from easy-tocomplete and customized documents. Sales events DS-mobileo centralizes all the events entered from the company business management software. Schedules, tasks, questionnaires are synchronized. Salespersons are also allowed to create all kinds of events through their mobile device and transmit the information directly to the company s software. Statistics Sales statistics are available offline anytime. DS-mobileo proposes various views, per customer, per product range, per item, and also presents vendor-specific statistics. Results can be displayed as a chart, graph or histogram. Back-office functionalities Customer relation management DS-mobileo back-office offers you an access to a centralized view of leads and customers data : Social information, details, addresses, administrative documents (estimates, orders, invoices, credit notes, delivery slips, return slips, receipts), contacts, visit reports, scenarios, statistics, graphs, sales goals and events. Many criteria help you selecting and exporting data into different file formats. Activity monitoring and statistics Visit reports and forms completed in the field are recorded in DS-mobileo back-office. You can follow live sales activity or access an activity report customized overview. DS-mobileo back-office also contains predefined statistics reports to check the activity per salesperson and per customer : visits, orders, estimates, turnover, etc. These standard reports can be adapted and customized using SQL Server analysis tool. Validation workflow DS-mobileo back-office workflow engine enables you to validate field data before their integration into the information system. You can thus implement processes to approve customer and contact datasheet modifications, or exceptional discount on a quotation, and even to check the weekly activity. 7

8 97 % of the total interventions could be invoiced within 24h DS-mobileo Services Mobility advanced functionalities for field service engineers Reliable information and less errors : DS-mobileo Services brings technicians reliable job-specific information : Administrative documents, contact database, sales action history. Equipment list, contracts, intervention history. Diagnostics, visual measurements-reading tool, photographic reports. Business-specific scenarios. Vehicle inventory record, spare parts orders. Available and easy-to-use intervention reports : The information is entered once in DS-mobileo Services and is directly available to all the teams. Consolidated and detailed reports. Customer signature integration. Report print and direct transmission to customer (fax and ). Calculation of real intervention times, living costs, prepayroll and invoicing. Smoother information flows between field and office : 8 With DS-mobileo Services, field and office teams can communicate more wisely : Intervention organization and dispatching. Priority planning. Team management per expertise pool. Field technician monitoring. Interface with aid-to-navigation tools.

9 Field functionalities Intervention management With DS-mobileo, technicians have on their device the list of all interventions to be carried out. They can access the resume and the technical context, the machinery equipment, the contracts, the passed interventions and the commercial operations in process. They are able to specify the actions to be launched, provide the intervention times and used parts automatically, and run intervention reports on site, signed by the customers, printed locally and sent by fax or . Action and diagnostics For every visit, technicians may use business-specific scenarios. By first answering preliminary questions, technicians get pre-filled and adapted forms helping them make appropriate diagnostics. Photographs can be captured with the forms as observations or evidences on the ground. DS-mobileo also includes a visual measurements-reading tool. As they progress in their intervention, technicians have the possibility to enter the different values on a diagram or a picture. Machinery equipment and contracts DS-mobileo enables technicians to view the material list and check if machines are covered by a service contract. They can easily identify the machine to be handled and check the current contracts. The error rate is lower and technicians do know whether they can intervene directly or first give customers an estimate. Time management Service engineers are able to register their service and travel times directly in DS-mobileo. It is therefore very easy to categorize and valuate times spent in the field. Many rules may also be established for technicians to justify a given number of hours per day. Back-office functionalities Interventions qualifying Thanks to DS-mobileo back-office, managers and call agents are able to create and qualify interventions when customers call. They just have to complete a customizable form with the actions and diagnostics to be carried out by technicians, the items required to achieve the mission and eventually specifying the possibility of a multi-resource intervention. Real time activity monitoring Intervention planning DS-mobileo back-office scheduling module is a way to get the planned intervention flow (included in the contracts or specific requests) and to assign them to the resources available. The resource list depends on the accreditations and displays as a multi-planning overview, making it easier to make right decisions. Using a geo-optimization functionality available from a «central» intervention helps you optimize service engineer travels by proposing new interventions within the same geographical area. Each time an intervention changes status, it is transferred to the activity monitoring center of DS-mobileo back-office, making it possible to plan adjustments and optimize resources. The whole technicians detailed activity is gathered in this interface : intervention reports, deliveries, vehicle inventories, inventories, recorded times, item orders, estimates, payments, etc. Contracts and equipment management DS-mobileo back-office offers you a full access to contracts and machines by customer, and this database may be automatically fed with a CRM tool or manually modified. Interventions are recorded in a history and linked with the related equipment. It is even possible to provide final customers with such information through a customer extranet. Planning in back-office with geolocation of the interventions. 9

10 DS-mobileo Logistics Mobility advanced features for deliverymen (collection and delivery) Collection and delivery DS-mobileo covers the whole process of collection and delivery. The delivery man loads all the articles before leaving. He is then able to start his delivery round while completing delivery scenarios for postponements or unexpected events. Thanks to the extended forms, pictures and customers signatures may also be directly captured into the system. The customer may be given a delivery slip in real time. DS-mobileo is compatible with different barcode (1D / 2D) and RFID devices. Loading and unloading Through its scanning functionality, DS-mobileo makes it easy to manage truck loading and check all packages to be delivered. The loading sequence can be calculated according to the delivery roung reverse order. At the end of the round, DS-mobileo enables to check the unloading of collected and undelivered packages. Round follow-up and update DS-mobileo back-office contains a graphical interface with the round mapping, to facilitate round management. Along his round, each time the delivery man validates an action, it can be geolocated and transmitted to the managers. When required, the manager can change the road map and inform the delivery man through the internal messaging system. Combined with a round geo-optimization solution, DS-mobileo back-office becomes the delivery men activity central management tool. DS-mobileo Timesheet The mobility advanced functionalities for time management Time recording With DS-mobileo it is very easy to record working hours and time per activity : construction site, new works, maintenance, case, folder, travel, etc. If required, time entry may be complemented with geolocation details via the device GPS. An automatic precontrol of data entry, relying on several management rules, shall avoid inconsistent or missing information. Times are automatically allotted to a customer or internal activities, and the report is transmitted to managers for validation in DS-mobileo back-office. for invoicing, payroll calculation and cost price analysis. All captured times are recorded in a history and archived. In case of a reported time modification in the back-office, the author is automatically informed. Time validation Reported time (per day, week or month) reading and validation are carried out from DS-mobileo back-office. These data may then be transmitted to the business management software DS-mobileo, other business processes Expense report With DS-mobileo, your field teams can record their expenses directly, avoiding a data re-entry in the accounting system. Expense reports are then synchronized with the back-office interface that triggers a validation process, leading to the company s management software, if possible. Time-off requests teams using DS-mobileo are synchronized, approved and then transferred to the payroll management software, if possible. Mileage report DS-mobileo includes a vehicle kilometres monitoring functionality. Salespersons are able to record, for each day or for each visit, the start and the arrival mileage of their vehicle. Data are the synchronized and processed in the portal. The back-office portal includes a comprehensive time-off request management workflow. Requests recorded by field 10

11 Tools DS-mobileo Config DS-mobileo includes a visual parameter setting tool that helps you create and modify scenarios, forms or measurements. It is the opportunity for you to suit your solution to the company new requirements, with autonomy and responsiveness. The off-line mode There is no telecom operator able to guarantee mobile users a permanent connection to the company s network, whatever their location. Disconnections may become a real burden in the field. A mobility solution in offline / online mode is the only way to provide a permanent operation availability. Thanks to our synchronization engine, data exchanges are seamlessly automated and managed through differential data updates between the business management software and DS-mobileo. DS-mobileo Synchro In every mobility project, the key to success is the synchronization engine. DS-mobileo uses the most robust an efficient engine on the market. The solution relies on a well-establish technology able to manage the daily and peak-time activity of thousands of mobile users while maintaining optimized synchronization times (depending on data-volumes and network quality). DS-mobileo Synchro Engine techology allows differential data updates, file transfers and automated software update, app-store excepted. The network is addressed on multiple channels (RTC/Internet ; GPRS / 3G / 4G ; Wifi). The safety of your data exchanges is ensured by an AES/SSL encryption. DS-mobileo DataConnector DS-mobileo includes a powerful graphical user interface based on the ETL (Extract, Transform and Load) and EAI (data flow management) technologies. Besides smoothing the interface designing operations, DSmobileo DataConnector is also a tool for data exchange monitoring and scheduling through automated imports and exports between the company management softwares and DS-mobileo database. 11

12 Any project? Any question about Divalto Group? Give us a call : + 33 (0) or connect to our web site : DIVALTO - Limited Company with a Board of Directors and Supervisory Board with a capital of 824,700 - R.C. STRASBOURG B NON CONTRACTUAL DOCUMENT - SPECIFICATIONS CAN BE CHANGED WITHOUT PRIOR NOTICE - JULY 2013 Siège : 15 rue Icare - Aéroparc Entzheim Tanneries Cedex - Strasbourg - France Agence Paris : 6 boulevard Saint-Denis Paris - France T : +33(0) F : +33(0) info@divalto.com -