Welcome to the Exact Product Blog

On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘PSA’

Perfecting mobile hour entry

Written by Bob Heinen on . Posted in Exact Synergy

Logging the hours you make as a consultant has always been more of a necessity than a hobby, but it is also essential to keep a business running. Because this is such an important part of the job, we’re set on making this as easy and fast as possible, so consultants can focus more on consulting

To make this happen we have been working on the scope of making PSA hour entry work on mobile and we have just started the first round of user tests with the initial prototype.  Tests are being scheduled with customers and partners to not only make sure we make the best app possible for this process, but also for the actual people using our products.

We are making quick iterations and changes early on in the prototype and slowly, but surely, we are working towards a great user experience in the mobile hour entry app for PSA.

We will have more of these user test rounds along the process, so if you are interested in joining, feel free to send a message to sie-hang@exact.com (please note that for now, we are testing in the Netherlands)

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Exact Synergy Enterprise product update 249 and Exact Globe Next product update 404 are in controlled release

Written by Bert Siekmann on . Posted in Exact Globe, Exact Synergy

As of now Exact Synergy Enterprise product update 249 and Exact Globe Next product update 404 are in controlled release. That means that these releases are now available for resellers as well as all controlled release customers. After a successful controlled release period we will announce both products generally available, planned for mid-June.

Responding to challenges and needs of professional services organizations we have extended our PSA offering with numerous enhancements which will allow users to work more efficiently, save costs and achieve higher margins. Among others we will offer now integration of WBS (work breakdown structure) and budgets, a new flexible project cockpit and the possibility to copy a scope of a project  for easy project scope creation. Additionally, in this product update of Exact Synergy Enterprise we will launch a new Word Merge functionality that makes it easier to generate MS Word documents in which content from various entities from Exact Synergy Enterprise, such as accounts, projects and persons is automatically included. Moreover, we have extended Exact Synergy Enterprise with numerous enhancements, such as UX improvements, a solution to facilitate new Dutch holiday entitlement legislation and other improvements that have been developed based on direct feedback from our customers.

In Exact Globe Next we focused on facilitating the needs of our Wholesale customers; we have implemented numerous changes to the current functionality, such as improvements to E-WMS (release notes in tab Warehouse Management System). Additionally, after an extended controlled release period the B2B e-Commerce Portal will be generally available as of Exact Globe Next product update 404. To further extend the value proposition for customers in the Manufacturing field, we offer new solutions such as Exact Visual Scheduler (to be generally available) and back flushing for by-products. Moreover, we have extended Exact Globe Next with a large number of new features that facilitate changes in regional legislations and other enhancements that have been developed based on direct feedback from our customers.

Furthermore, in advance to launching Exact Globe Next product update 404 and Exact Synergy Enterprise product update 249 we have introduced numerous solution: Exact Synergy Enterprise Configurator and Central Master Data Management are now generally available. The Exact’s Service Management solution that strengthen wholesale and manufacturing companies is now in controlled release.

Please note that as a result of an extensive controlled release period and the feedback we received from our customers we have made a decision to change the name of Exact Globe to Exact Globe Next. What it means in practice is that when a customer decides to update his current Exact Globe, it will be updated to Exact Globe Next product update 404. An upgrade is not mandatory but when a customer decides to do so he will automatically benefit from the improvements of the Exact Globe Next version. Furthermore, he can request extended functionality that is standard in Exact Globe Next but not available without requesting it: Exact Synergy Enterprise with the Synergy user, integration with SSRS reports that offers real-time dashboard reports and a selection of alerts facilitated by Exact Event Manager. And a new menu/shell with state-of-the-art UX from which a user can operate all new and existing features. In the coming weeks we will provide more information on how this request process will work.

Should you have any questions regarding controlled release of Exact Synergy Enterprise product update 249 or Exact Globe Next product update 404, do not hesitate to comment on this blog post.

Exact Synergy Enterprise product update 248

Exact Synergy Enterprise product update 248 in controlled release

Written by Bob Heinen on . Posted in Exact Synergy

On behalf of product management I’m happy to announce that as of today, Exact Synergy Enterprise product update 248 is in controlled release. This new product update is planned to be generally available in the mid of January 2012.

The main highlights of this product update are as following:

  • Realigned features for the CRM role, that offers now full functionality in the module CRM. An important addition to the CRM role is the ability to perform delegation.
  • Improved ease of use and speed of Exact Synergy Office Integration. You can now automatically save emails from certain folders directly to Exact Synergy Enterprise, based on a template set for those folders. You also have a possibility to deactivate option of automatic mapping of a contact person when saving an email. Moreover, Synergy Office Integration has been enhanced with numerous features, such as option to save multiple emails at once and pop-up notification to ask user to save an outgoing email. For a complete overview of enhancements, please click here and choose tab ‘General’
  • Changes to the Exact PSA solution, among others enhanced project planning board that offers a more interactive way of planning with drag-and-drop interface; Work Breakdown Structure merged with budgets to simplify work of a project controller and project manager.
  • Additional features in the new design of Exact Synergy Enterprise, such as expanding self-service wizards, ability to select themes, SDK support on mega menu, top right menu and search entities
  • People supported in Central Master Data Management, please see this video to find out more

Based on a direct feedback from our customers, we are continuously improving our products. This product update includes features mentioned above for CRM role and Exact Synergy Office Integration. Moreover, we offer now possibility to save pivot analysis for opportunities as templates.

As of this product update Exact Synergy Enterprise Configurator will be available. This toolset is meant for consultants and partners. It can be used to create and implement pre-configured templates, in pre-sales trajectories to ‘quickly’ realize a demo showing the Exact Synergy Enterprise features. Moreover, it can also be used in configuration of customer specific solutions to support the primary and secondary business processes. 

For a full overview of all new functionalities, please refer to the release notes for product update 248 as well as articles on our Product Blog.

Should you have any questions regarding this announcement, please do not hesitate to comment on this blog post.

Exact Synergy Enterprise product update 247 in controlled release

Written by Bob Heinen on . Posted in Exact Synergy

As of today, Exact Synergy Enterprise product update 247 is in controlled release. This new product update is planned to be generally available by the end of September 2011.

The main highlights of this product update are as following:

We have also implemented a number of small enhancements based on a direct customer feedback and suggestions, among others:

For a full overview of all new functionalities, please refer to the release notes for product update 247.

Should you have any questions regarding this announcement, please contact Bert Siekmann (Manager Product Management) at bert.siekmann@exact.com.

Exact Hour Entry App – Watch the video of the prototype

Written by Martin Ortgiess on . Posted in Exact Globe, Exact Synergy

Exact has a major focus on delivering Mobile Apps to her customers. We just launched the CRM App 3 weeks ago and the new Field Service App is expected next week. And, even more Apps can be expected this half year.

Hour entry picture

One of the Apps we will start working on soon, is the Exact Hour Entry App. This App is aimed at consultants and allows them to easily book their hours. This can be any hour type. Some most used examples are:

  • Billable hours: The billable hours booked by the consultant can directly be billed to the customer, once approved by the project manager.
  • Non-billable hours: This can be internal projects, employee training, meetings etc.

To give full insight in what to expect from the Exact Hour Entry App, we made this video for you. This video is a prototype of the actual product. Note that the final product will slightly deviate from what you see in this video. The delivery date of the Hour Entry App is not yet set.

Enjoy and let me know what you think about it.

 

 

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Back to basics with Exact Synergy Enterprise Essentials Video Series

Written by Aimee Swartz-Glancy on . Posted in Exact Synergy

Anyone who works with Exact Synergy Enterprise knows that its greatest strength (that it can do so many things) can also make it difficult to describe to end users. In response, we’ve created three video playlists which focus on three different functional areas within Exact Synergy Enterprise. These videos demonstrate the functionality from a user’s perspective and focus on the practical value Exact Synergy Enterprise can bring to these users in each area.

The ‘Exact Synergy Essentials’ series is made up of the following:

CRM (Customer Relationship Management) Essentials focusing on how sales and marketing professionals can use Exact Synergy Enterprise in their daily work including managing the sales process; running marketing campaigns; and automating the sales force.

The HRM (Human Resource Management) Essentials playlist includes chapters on recruitment management; time and attendance; managing day-to-day HRM; and performance management. The demonstrations include the perspective of an HR professional as well as a regular self-service user and her manager.

The PSA (Professional Services Automation) Essentials playlist demonstrates the entire life cycle of a project as executed by a professional services organization. It includes chapters on defining rates; defining the project scope; determining the budget; planning, entering, and approving hours; reporting on projects; and analyzing performance.

In all three video series we draw attention to the added benefits of having integrated document managements and workflow to support these different solution areas. We hope these videos will help provide practical examples of  what Exact Synergy Enterprise is as well as help end users to get started making the most of what Exact Synergy has to offer.

 

Exact Synergy Enterprise 248

Exact Synergy Enterprise product update 248 is generally available

Written by Bob Heinen on . Posted in Exact Synergy

As of today, Exact Synergy Enterprise product update 248 is generally available, which marks the end of the controlled release period which started in the mid of December 2011.

Please see below what the main highlights of this product update are:

  • Realigning features for users with the CRM role, that offers now full functionality in the CRM module. Please watch this video to learn about other improvements to this role.
  • Numerous enhancements to Exact Synergy Office Integration based on direct customer feedback. For a complete overview of enhancements, please click here and choose tab ‘General'; you can also watch this video to find out more.
  • Improvements to the Exact PSA solution, among others by enhancing the project planning board that offers a more interactive way of planning with a drag-and-drop interface. The Work Breakdown Structure is now merged with budgets to simplify work of a project controller and project managers. Please watch this series of videos to find out more.
  • With Central Master Data Management you can now easily centrally manage people, in follow-up of the earlier introduction of supporting accounts, items and general ledger accounts (video)
  • The possibility to save pivot analysis for opportunities as templates based on a direct customer feedback (video)

Moreover, the new Exact Service Management solution that helps wholesale and manufacturing companies who service the products they sell to optimize their service activities is currently in extended controlled release. Please watch our introduction video to find out more about this solution.

The Exact Synergy Enterprise Configurator will remain in controlled release with this product update until the end of January. Please read more about Exact Synergy Enterprise Configurator in the previous announcement.

For a full overview of all new functionalities, please refer to the release notes for product update 248 and the Product Update News page.

Should you have any questions regarding this announcement, please do not hesitate to comment on this blog post.

Exact Synergy Enterprise product update 247 is generally available. Are you ready?

Written by Bob Heinen on . Posted in Exact Synergy

As of today, Exact Synergy Enterprise product update 247 is generally available. This marks the end of controlled release period which started in the end of August.

Based on customers’ feedback, we have focused on multiple developments in the following license roles: Exact Synergy user, Employee Self-Service, Incoming Invoice Register and users with CRM role (video). For the customers who make use of Exact Synergy Office Integration we have introduced calendar management that allows you to link your project, account and contact to your appointment you create in MS Outlook (video). Moreover, as of this product update quotations are now fully integrated with Exact Globe, so the item information can be retrieved from Exact Globe and you can now select a division to be linked to your quotation.

All Exact Synergy Enterprise users who work with the standard functionality can now switch to the new Exact Synergy design that includes new features, such as customizable dashboards and enhanced mega menus navigation. Furthermore, the Exact Synergy Enterprise PSA solution make it now possible to plan people against a deadline and register costs of approved hours and expenses in Exact Globe.

Exact Integration launched in August has now new features, such as supporting the batch update of items and restoring database. To follow earlier introduction of Central Master Data Management for accounts and items, as of this product update it is possible to centrally manage General Ledger accounts (video).

Based on a direct customer feedback, we have also implemented a number of small enhancements, among others:

A full overview of all new functionalities you can find in the release notes and some additional information on the Product Update News page. Please also refer to previous articles on the Product Blog.

We would like to thank all customers, partners and colleagues who contributed to this product update.

Should you have any questions regarding this announcement, please comment on this blog post.

Exact Synergy Enterprise product update 246 is generally available

Written by Bob Heinen on . Posted in Exact Synergy

We are happy to announce that as of today, Exact Synergy Enterprise product update 246 is generally available. This marks the end of the controlled release, which started in the beginning of July.

In this product update we have mainly focused on Professional Services Automation. Among others we have added the following improvements:

  • Multiple improvements have been added to the existing hour and expense entry screen for consultants (video, release note)
  • A full-fledged project manager role (video, release note)
  • Rates and items enhancements for project controllers (video)
  • Several improvements for administrators, such as 64-bit environment compliance

Moreover, we have added new features in Reporting services (release note)

  • Possibility to share reports via the customer and reseller portal
  • Retrieving information from many administrations separately with one report
  • Linking multiple persons to a report irrespective of the assigned roles
  • Identifying reports as web parts

We have also extended features in Mobile Synergy, based on feedback and suggestions from our customers. You can now view your own calendar and schedule appointments with your accounts and colleagues (release note).

As you know the iPhone app for Exact Synergy is already available and you can download it from the App Store. This app makes it possible for the users of iPhone and iPad to directly send emails, call customers and colleagues with a single finger tap while being on the go. Moreover, you can manage your schedule, but also view planning of your colleagues. Watch the video here to find out more.

For a full overview of all new functionalities, please refer to the Product Update News page and release notes for product update 246.

Should you have any questions regarding this product update, please contact Bert Siekmann (manager of product management) at bert.siekmann@exact.com.