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Posts Tagged ‘Exact Synergy Enterprise Configurator’

Exact configurator – Managing environments

Written by Michiel Dorjee on . Posted in Exact Synergy

Hi,

Since the number of certified partners is growing and more and more consultants are being educated by their certified colleagues, I thought it might be good to have a clear understanding of how you manage your sets, environments to come to a succesful,  maintainable deployment.

As we all know, configurations are created in the development modus of the environment. Always try to make sure you have a good representation of your customer environment. It’s not mandatory to have a copy of the customer environment, but it is recommended, especially if you build links into your environment that specify a certain document or something.

Before you start building your configuration make sure that you have a good design and clear picture of what you want to achieve with your configuration. Thinking about your solution in advance saves you from a lot of trouble in a later stage. This mainly applies to what you build your indexes for your tables from. Remember, you can’t change the field type of your unique fields after you have generated the entity.

Tip: it’s always wise to develop against the latest version of the release your customer is on and to update your customer within the release upon live deployment.

So, now that you’re all done with the configuration it’s ready for testing. For this purpose you make a test deployment that you install on a different environment and the user or customer can start testing.

Only when you have reached agreement with the user that this test set is ok, you create a customer deployment set.

This is also the moment where you make your backups, so that you can always fall back on the situation that was agreed upon. Now, what should your backup contain?
– First of all the deployment set.
– Also good practise is that you have a copy of the database.

Of course each partner can save their set where ever they want, my recommendation would be to link it to the account card in your synergy environment so that you have a good overview.

Only after having installed the customer with the agreed configuration and have the customer work with it for a while, I would start adding to the configuration or make changes to the configuration. A lot of times I see that people are phasing this, but the moment of deploying on a live environment, it’s recommended that you freeze development.

On a regular basis I see consultants having issues because they are not building on the correct environments or are already buidling new features. Quite frequently the customer wants to have small additions to the current configuration and also has a larger plan in scope.

If you have already continued with the future plan on your configuration environment, you will not be able to facilitate these small findings or be able to deploy them fast because you no longer have that original environment.
Another consequence is rebuilding configurations with a future scope simply because the customer wanted to have additions to his first configuration.

If these environments are not managed correctly, you can find yourself stuck between a configuration and a customers wishes.

Hope this helps you a little in managing your customer environments.

Should you have any questions about this solution, do not hesitate to contact me at ruud.aalders@exact.com or add comments to this post.

 

Exact Synergy Enterprise Configurator is now generally available

Written by Michiel Dorjee on . Posted in Exact Synergy

As of today the Exact Synergy Enterprise Configurator is generally available in the Benelux which marks the end of the controlled release period.

The Exact Synergy Enterprise Configurator is a standard toolset that allows consultants to configure Exact Synergy Enterprise so that it meets customers’ specific demand regarding their primary and secondary business processes. The Exact Synergy Enterprise Configurator will therefore offer a total, customer specific solution. It is a part of the standard Exact Synergy Enterprise software and requires no specific license to activate.

What is the benefit for a customer?

It is in the best interest of our customers to offer them one solution that can support and integrate all key business process. However, we were able to offer such a solution only through customization that involved investments from both customers and partners. With Exact Synergy Enterprise Configurator it is possible to configure Exact Synergy Enterprise on top of standard solution. As a result Exact Synergy Enterprise will better meet their business needs and will fit within their core activities and business processes, without requiring a customization/custom solution. Exact Synergy Enterprise will therefore bring more value to their business.

What are the key features?

The Exact Synergy Enterprise Configurator can be used for instance in facility management (car fleet), since currently there is no standard solution within Exact Synergy Enterprise to support that. With this toolset you can easily add new tables, more maintenance cards or extend the standard maintenance cards such us items or projects. As a result, information that customers need to run their business can be registered, accessed as well as used in processes and reports.

Please visit our LinkedIn group for additional information on Exact Synergy Enterprise Configurator.

Please note that for in the International region Exact Synergy Enterprise Configurator is currently in controlled release.

Should you have any questions regarding Exact Synergy Enterprise Configurator, please do not hesitate to comment on this post.

 

Exact Synergy Enterprise product update 248 is generally available

Written by Michiel Dorjee 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 Configurator – Sneak Preview

Written by Toine Hurkmans on . Posted in Exact Synergy

The Exact Synergy Enterprise Configurator is a standard toolset of Exact Synergy Enterprise for consultants to help them implementing solutions for specific business processes of our customers. The Exact Synergy Enterprise Configurator will be a part of the standard Exact Synergy Enterprise software and will require no specific license to activate.

For customers it means that Exact Synergy Enterprise will better meet their business needs and fit within their core activities and business processes, without requiring a customization/custom solution. Exact Synergy Enterprise will therefore bring more value to your business.

The key feature of the Exact Synergy Enterprise Configurator is the ability to add more maintenance cards and/or extend standard maintenance cards like items/projects/accounts/persons, etc. so information that customers need to run their business can be registered, accessed, used in processes and reports.

Some other features are:

  • Creating a menu, so a configuration becomes an additional module for Exact Synergy Enterprise
  • Configurable maintenance cards using drag-and-drop
  • Add buttons to maintenance cards so direct actions are possible, and to the new maintenance cards to extend standard maintenance cards
  • Distinction in types, similar to account types, resource types etc. Including different maintenance cards per type
  • Status-flow, allowing control of the status of information as part of a business process
  • Define access rights so privacy and security can be guaranteed

Please watch our sneak preview video, to see the highlights of the Exact Synergy Enterprise Configurator.

We plan to have the Exact Synergy Enterprise Configurator general available in December 2011. Interested?  More information will follow soon and meanwhile, feel free to send me an email or please comment on this post.

Exact Synergy Enterprise Configurator – The importance of sharing information

Written by Michiel Dorjee on . Posted in Exact Synergy

Hi all,

Information is key within a company. But information means nothing when you can’t or don’t share it.

In release 250 for the Exact configurator we release the possibility to influence the actors in the workflow based on company logic. You can read all about workflow validation and people allocation here.

A small example of influencing the allocation of actors in workflow would be an expense claim. You can now actually configure your flow in such an order that when the amount is (for example) € 100.00, the approval of the expense claim can be done by the assistant of the manager of that person.

Eventhough this is nice and takes away work from the manager, there can be cases where he would still like to be informed, for example all expenses made on a certain project.

For reasons like this we have implemented in release 251 that you can remark people based on business logic. This would mean that the actor would still be the assistant, but the manager and/or the account manager or even a finance employee can be remarked.

And since we are on the topic of sharing information, in the coming release we have implemented that when you create an entity that inherits from projects, you now also have the availability of adding members to that inherited entity. Which means you can provide extra security on your entity.

Exact Synergy Enterprise is the software in which you share information with your colleagues.

Should you have any questions about this solution, do not hesitate to contact me at ruud.aalders@exact.com or add comments to this post.

Exact Configurator – How can I start?

Written by Michiel Dorjee on . Posted in Exact Synergy

Hi all,

As you may have heard we are waiting for the last finishing touches in order to release the Exact Configurator.

The Exact Configurator is a tool in Exact Synergy Enterprise which allows consultants to more personalize Exact Synergy Enterprise for every customer by giving them the availability to create any entity they want and have interaction with the existing entities in Exact Synergy Enterprise (p.e. workflow, accounts).

Using the Exact Configurator requires some additional skills from consultants because instead of thinking out a solution based on the software available in Exact Synergy Enterprise they now have the option to work out a solution concept more tailored to the customers needs and therefore they need to have a certain level of desigining / analyzing skills.

In order for Exact to release the Configurator to consultants to use, we will require our resellers to have followed a (currently being developed) training before we give them the keys to enable the tool.

The training will not only go into the use of the Configurator tools, but will also go into the thought process that preceeds configuring a solution.

As you may have guessed this can create pressure for our support department. We are working on a solution for this as well and I will come back to that process in a later blog.

From the controlled release phase we see that there is a need for consultants (across resellers and also Exact consultants) to have a way of communicating with eachother on how to implement solutions or how to tackle more complex configurations. And because Exact will support the tool, but not the configured solutions we have created a group on LinkedIn that certified consultants can subscribe to and share their experiences. (Exact Certified Configurator Consultants (E-3C))

Once the training is completed and the keys have been assigned to the reseller, the Exact Configurator tool is free of charge and shipped as standard software.

So, when you are a reseller, and  you are interested in using the Exact Configurator tool, you can contact your partner manager for more information on how to enlist for the training.

Should you have any questions about this solution, do not hesitate to contact me at ruud.aalders@exact.com or add comments to this post.

Exact Synergy Enterprise product update 248 in controlled release

Written by Michiel Dorjee 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.