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  • Financial Management - SCOUT CONSULT GmbH
    with the general ledger is automatically made via a journal which generates a voucher in the general ledger Accounts Payable The Jeeves Financial Management accounts payable functionality is deeply integrated with purchasing the fixed assets ledger and the general ledger allowing for process automation and reconciliation tools that will save you time and money For example you can automatically approve invoices automate postings to the general ledger and prioritize payments to optimize cash flow Combined with the Jeeves e Approval solution you can create a digital workflow matching scanned invoices with their payment status or a purchase order Jeeves accounts payable also is flexible enough to handle the complexities of your business easily managing multiple purchase orders from multiple suppliers using different tax requirements and currencies Localizations and International Payment Localizations can accommodate the financial requirements of a country or region while maintaining financial process and data consistency across multiple companies or sites Jeeves Financial Management supports localizations for more than 20 countries including built in processes that abide by local regulatory requirements as well as other convenient localizations such as invoice reference numbers and international banking validations A number of outgoing payment routes and stored procedures are supplied as standard within the Jeeves solution along with a template to work with other banks Some examples are Telepay Domestic and international payments via Norwegian banks Credit advice and Direct Debit ISO 20022 XML Domestic payments and cross border euro payments within the Single Euro Payments Area SEPA DTAUS and DTAZV Domestic and international payments via German banks BACS Domestic payments via British banks and building societies DTA Domestic and international payments via Swiss banks ACH Domestic payments via United States banks Multi Company Multi Currency Management Jeeves Financial Management was built for companies that are managing multiple sites or companies The general ledger can be set up to reflect the balance sheets of individual companies as well as consolidated for a corporate view Moreover you can optimize your international operations by providing a streamlined flexible way to manage multiple currencies exchange schedules and currency fluctuations Additive Solutions Jeeves offers a variety of additive solutions that will further align the system to your unique business processes including integrations with third party products add on products and custom solutions fueled by our Apps Builder Toolkit Jeeves ERP s genius architecture separates any type of additive solution from the core system so that you can carry them forward through every upgrade What s more whether you develop custom functionality yourself or engage our product industry and process experts to build it for you our apps driven development cycle will allows you to quickly deploy additive solutions Explore some of the additive solutions our customers have implemented alongside our core Financial Management functionality below Excel Integration The Jeeves Financial Management application area has a high performance integration with Microsoft Excel You can easy search on any field or data point within the system to build lists Lists can be exported into Excel with perfect

    Original URL path: http://www.scoutconsult.de/de/financial-management.html?month=201602 (2016-04-24)
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  • Sales Management - SCOUT CONSULT GmbH
    an order is being created your customers will be able to trust your promised delivery date Estimator The Jeeves ERP estimator tool is a light sales configurator that allows you to select materials and routings as well as service and maintenance delivery for either standard or customized make to order products The estimate provides sales personnel with a 360 degree view of the business including a profit loss check helping them more efficiently move to the quote phase Quotations Jeeves Sales Management handles a broad range of requirements for pricing agreements and discount management from tiered pricing to complex discount matrices When your customer is ready to buy quotations can then be quickly converted to orders You also can brand and adjust standard quotations on the fly as well as connect them to mailing contacts lists or campaigns Inter Company Transactions The Jeeves intercompany transactions feature makes it possible for businesses with complex geographically dispersed structures to operate as a single entity when working directly with customers Customer and warehouse replenishment orders follow a single automated process making all the transaction updates required for both selling and supplying sites Claims The Jeeves Sales Management application area allows you to enter and log customer claims including remarks about items orders and invoices and record how they are to be settled as well as actions to be taken You can define different workflows for different types of claims specify the data required for scheduling and control how activities should be reported Additive Solutions Jeeves offers a variety of additive solutions that will further align the system to your unique business processes including integrations with third party products add on products and custom solutions fueled by our Apps Builder Toolkit Jeeves ERP s genius architecture separates any type of additive solution from the core system so that you can carry them forward through every upgrade What s more whether you develop custom functionality yourself or engage our product industry and process experts to build it for you our apps driven development cycle will allows you to quickly deploy additive solutions Explore some of the additive solutions our customers have implemented alongside our core Sales Management functionality below Business Intelligence Jeeves Business Intelligence is an adaptable analysis and decision support system powered by QlikView which either can be run as an integrated part of Jeeves ERP or stand alone in a web browser Whether you used a bundled sales intelligence dashboard or build your own custom reports Qlikview s in memory associative search technology allows users to freely explore information from multiple sources rather than being confined to a predefined path of questions With Jeeves business intelligence you can identify the key measurements and performance indicators for your sales operations and monitor them For example understand what is driving sales performance with invoice statistics view the order backlog by analyzing the current quantity value and age of order stock or identify profitable and unprofitable customers and products by looking at turnover compared to margins

    Original URL path: http://www.scoutconsult.de/de/sales-management.html?month=201602 (2016-04-24)
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  • Customer Relationship Management - SCOUT CONSULT GmbH
    help your management team get a better grasp of your sales pipeline Opportunities can be linked to marketing activities and campaigns so that you can better understand marketing effectiveness Statuses and fields allow you to track key opportunity data such as win loss and reason codes You also can choose at what point your opportunities will feed into sales forecasting reports Sales Reporting Jeeves CRM supports limitless reporting capabilities allowing you to monitor the performance metrics that matter most to your business Forecasting can be looked at by rep to assess performance to quota or at the company level to predict probable sales revenue and margins In the pipeline analysis node you can see a graphical view of all active opportunities and a sum of potential revenue by sales phase In the future income node you can look ahead to future years and plan revenue based on your existing opportunities grouped by either period or quarter The Jeeves CRM module also integrates with the Jeeves business intelligence BI application for further insight on your sales and marketing performance Outlook Integration You ll rarely meet a sales rep who doesn t manage his day within his personal Outlook calendar Whether they are on the road visiting customers or managing back to back calls and meetings your sales team members can rely on seeing all of their CRM activities including details about the customer quotation opportunity and contact person in Outlook Activity Reporting From outbound telemarketing to inbound lead follow up there are many activities across sales and marketing that are critical to ensure your revenue targets are met With the Jeeves CRM module you can track activities as well as link them directly to companies contacts or opportunities Lead Management Your marketing team can manage leads as responses through checklists of standard responses and links to activities or as part of opportunity management Statuses and fields you choose will help you gain a better understanding of the top of your sales funnel as well as help to evaluate which campaigns and offers are working best Campaign Management Jeeves CRM provides support for campaign management allowing you to build distribution lists for companies and contacts based on any field or data point from industry classification codes to the response entered for a previous campaign Lists can be easily copied for reuse and modification or even manually built Once the distribution list is built and companies and contacts assigned to a campaign marketers can send targeted email communications to the list fueled by the most up to date recipient contact information Via the Jeeves document management integration brochures and datasheets can be linked to the email as an attachment When the campaign is sent you can generate activities for the salesperson responsible for a campaign recipient and track the follow up and results Competitor Monitoring You can record and monitor competitive intelligence within the Jeeves CRM module using fields and forms that display everything from a SWOT analysis to product assortment to financial

    Original URL path: http://www.scoutconsult.de/de/customer-relationship-management.html?month=201602 (2016-04-24)
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  • Product Management - SCOUT CONSULT GmbH
    to products at the item component or routing level Often a product s quality varies over time and these characteristics or attributes need to be part of the product s inventory definition Attributes can describe a visual appearance or how to visually inspect a product define how to measure a product or act as a checklist or stages of a process Attributes make it possible to report on these product related objects in order to do things like trace historical status and values or make on the job process approvals The Jeeves Product Management application area can support as many specific attributes you need and will be carried forward as you upgrade your system over time Variant Management The Jeeves variant management feature helps companies that sell products in variants Examples of such industries are apparel quality color and sizes shoes sizes and colors furniture colors fabrics materials and construction material and lengths The Jeeves variant management feature is based on a SKU for master items allowing product managers the opportunity to consider allocated shares of any master item in their analysis of product and service data Costing and Routing Analyzing product costs is one of the most important aspects of product management For a true picture of the profitability of a product or line product managers need detailed costing data Jeeves ERP offers a highly flexible platform for tracking product costs starting with actual or calculated costs down to the component level You can set up manufacturing costs and overhead in a number of ways factoring in setup time run time fixed and variable labor and more In addition you can connect subcontracted costs from different locations or suppliers adjusting for specific currencies or start setup costs Routings which can be predefined or chosen after the order has been taken can be controlled per plant line to handle varying costs allowing for an easy view of costs by invent tory location Workflow Management With workflow management you will learn how long it takes to launch a product and become much more comfortable answering that ever present question When will it be ready The Jeeves workflow management toolset will help you stop managing processes using email and start using business process management to distribute assignments track deadlines and review the status of deliverables Document Management The product data management application area comes with powerful electronic document management EDM functionality allowing product managers the ability to track and manage revisions for key documents such as product collateral recipes or production orders as well as link them to key processes and transactions within the Jeeves ERP system Documents can be viewed checked in and checked out based on role based permissions ensuring the most current approved version is always accessible Projects The Jeeves Product Management module allows you to create projects that will tie all costs together from creation to repair With the project functionality you can follow up on sales costs R D costs purchasing costs RMA costs and more and

    Original URL path: http://www.scoutconsult.de/de/product-management.html?month=201602 (2016-04-24)
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  • Service Management - SCOUT CONSULT GmbH
    check inventory for spare parts create a purchase order for replacement parts or report on service interruptions Service Parts Inventory Service parts are at the core of service execution yet firms often struggle to manage the service parts network getting the right part to the right location at the right time to meet service level agreements Jeeves Service Management provides you with the tools you need to plan inventory and forecast the demand for parts using historical demand and the schedule for upcoming service calls Contact Center Support Jeeves Service Management features basic contact center functionality that allows you to respond to customer issues and questions related to your products and services Directly integrated with important customer data such as order and billing history warranty information and service contracts your representatives can focus on building relationships with customers and resolving customer issues Service Contract Warranty and Claim Management Jeeves Service Management tightly integrates contractual obligations into the services workflow allowing you to consistently and accurately forecast revenue and manage services engagements The terms of both contracts and warranties can be tracked at the customer level so that processes can adhere to their standards from how and when you issue an invoice to processing a warranty claim Field Service Graphical Planning and Scheduling With the Jeeves planning system you can view plan and schedule resources in a graphical manner to automate break fix repair installation and other field service activities by assigning the right person at the right time and place with the right parts tools and skills Within the easy to use graphical interface your dispatchers will know who is available for assignment and your technicians will know where they need to be The graphical planning and scheduling toolset also proves useful for companies that need to assess the consequence of demand against capacity as well as simulate various planning situations to identify the potential bottlenecks Invoicing Completed service work and used materials can be invoiced via the order routine in the sales module or via the assignment routine in the time projects and assignments module The invoices are automatically entered in the accounts receivable ledger and posted according to the configured routine of activities Service order rows are closed and saved as a service progresses each with an item number and quantity specified Invoices can be generated before during and after engagements according to the milestones you choose The invoicing process also can handle meter readings and automatically takes into account price lists discount agreements and other service level agreements and guarantees The service order is updated with the invoice number for easy cross reference and traceability Document Management Jeeves Service Management comes with powerful electronic document management EDM functionality allowing your service managers to attach key documents to customers service orders items or any other system record transaction or process Documents can be viewed checked in and checked out based on role based permissions ensuring the most current approved version is always accessible Additive Solutions Jeeves offers a

    Original URL path: http://www.scoutconsult.de/de/service-management.html?month=201602 (2016-04-24)
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  • Projects and Assignments - SCOUT CONSULT GmbH
    customer ID The assignment also indicates the type of agreement you have with the customer which may be built on a fixed price time and materials or some other guidelines There is also a master project component which can be used to act as an umbrella to connect many related projects The data structure then follows with the project itself activities and sub activities with predefined activity templates that generate forms All projects activities and sub activities can be connected to one or many resources Managing and Tracking Projects Jeeves Projects and Assignments helps your project managers efficiently track and manage projects in order to stay on forecast prevent cost overruns and increase bottom line savings Project managers can assign resources to projects as well as track estimated versus actual costs for the total project by activity Projects can be further broken down for cost accounting or billing grouping transactions using any dimension including cost center region country customer product or product line Project managers also can create and track change orders at every stage of a project If manufacturing orders are connected to projects an integration with the shop floor control and time and attendance apps exists so allocation of time and resources is done automatically Invoicing and Revenue Recognition The Projects and Assignments features within the Jeeves ERP application area include project based rules for revenue recognition based on IFRS and GAAP compliant profit recognition methods You can determine how you want to recognize revenue on each individual project using established business rules such as time and material percentage complete or fixed fee The system captures all project costs and calculates project to date totals providing you with the information you and your project managers need to issue invoices send out purchase orders avoid runaway costs and ensure a profitable revenue stream Expense Allocations With regulations mandating adequate internal controls and regulatory bodies forcing management to certify their financial results accurate expense tracking is critical Jeeves Projects and Assignments automates the expense report collection and approval process You can then feed actual costs back into the project plan for an effective rolling forecast that managers can use to make faster more informed decisions and ensure projects stay on track You also can accelerate the re billing of expenses by leveraging e mail alerts and reminders to ensure the timely tracking and routing of expense reports for line multi level or project based approvals Graphical Planning and Scheduling With the Jeeves planning system you can view plan and schedule resources in a graphical manner to automate break fix repair installation and other field service activities by assigning the right person at the right time and place with the right parts tools and skills Within the easy to use graphical interface your dispatchers will know who is available for assignment and your technicians will know where they need to be The graphical planning and scheduling toolset also proves useful for companies that need to assess the consequence of demand against

    Original URL path: http://www.scoutconsult.de/de/projects-and-assignments.html?month=201602 (2016-04-24)
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  • Business Intelligence - SCOUT CONSULT GmbH
    ERP solution Jeeves BI is easy to adapt and use and doesn t require extensive hand holding from your IT staff in order to build long awaited reports Jeeves BI includes a pre defined data model pre defined line of business based reports a set of robust line of business based BI apps as well as application specific features like validation tables Once in the Jeeves BI app you use its intuitive clickable interface to query data and drill down to transaction level data Data is aggregated with dashboard like smart graphics that are easily modified as well as easily validated with functions like export to Excel As you work with your Jeeves ERP data you will quickly see how easy it is to add filters and dimensions to your queries or even integrate data from another disparate system You also can analyze data and trends with colleagues using the system s unique collaboration features Key Features Jeeves BI Bundles The Jeeves BI bundles are embedded into your Jeeves ERP solution as part of the core product While these predefined line of business based reports are built using the QlikView platform they are static reports that cannot be modified These reports use data for the past 24 months and come with a standard set of filters There are embedded BI tabs for the following functional areas sales accounts receivable accounts payable purchasing warehouse supply chain service projects production shop floor and opportunities Jeeves BI Apps The Jeeves BI apps are standalone apps developed by either Jeeves or one of its partners that are available for purchase and require a licensed QlikView server When you purchase a Jeeves BI app you can fully leverage the QlikView technology including the ability to modify reports and dashboards look at larger blocks of data

    Original URL path: http://www.scoutconsult.de/de/business-intelligence.html?month=201602 (2016-04-24)
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  • Genius Architecture - SCOUT CONSULT GmbH
    should do Model driven architectures produce flexible systems built for modification and change The architecture allows new logic and data behaviors to be added at any time Old logic and behaviors remain functional even when the underlying system logic is upgraded Model driven architectures start from the premise that you will tell the system what you want done and the system will do just that Not someone else s best practice but your best practice Not 10 000 options just the options you want And certainly not the lowest common denominator in the industry What you want the way you want it fast and easy The Architectural Revolution Unlike earlier ERP systems where every aspect of the product is hard coded and difficult to adapt or change the Jeeves ERP system architecture is model based A developer defines the way the product should look and feel and that model is used to control the operation of the system Not only is the customer data unique to each customer implementation but the look and feel of the product and the content of every page is unique as well The Jeeves ERP system carries a Site Repository where all of the customer specific implementation details are stored When the core application is upgraded these changes are retained and the product continues to operate as specified in the Site Repository Customers can easily create a truly unique ERP solution that preserves their ability to change and upgrade their system over time The idea is simple describe the desired system rather than hard code it and keep this description separate from the core system Key Benefits Let s explore some of the key benefits of Jeeves ERP s genius architecture Run Time Flexibility Some model driven architectures implement the model by regenerating the code that implements the system The Jeeves ERP architecture maintains its model as a critical element of the system The model is used and executed at run time so that changes and enhancements and upgrades can all be done with a minimum amount of disruption to the run time system Upgrade New Functionality Alongside Modifications The Jeeves ERP architecture separates the model for the standard system from the model for the customizations so that customers can keep their adaptations while continuing to take advantage of newly released standard functionality Zero Upgrade Force ZUF In code based systems adaptations must be manually transferred from the old version to the new version and then adjusted based on new features or dependency changes With Jeeves ERP the core system is upgraded around the customizations This means that customers can upgrade on their own terms and pace with significantly less effort More than 80 percent of Jeeves customers upgrade to the next version within two years of its release and that s a decision they make We stand by this unbeatable statistic in the ERP industry High Efficiency Development The Jeeves model based development environment is very efficient and productive Programming is kept to a minimum allowing Jeeves to quickly release new functionality and allowing customers as well as partners to rapidly release new functionality as well Significant changes can often be made in a matter of minutes Available Anywhere The Jeeves architecture easily supports ubiquitous connectivity and by that we mean more than just accessing the application in the cloud on a Web browser from a mobile device Jeeves ERP has very effective client server communication system that allows the application to be used in networks with narrow bandwidth outside local networks or by companies with a geographically dispersed organization Collaboration and New Feature Time To Market The Jeeves Application Builder JAB allows customers to quickly and easily share functionality between installations allowing them to import and export settings in applications report templates or new programs as an app Apps can also be shared between different Jeeves environments via the JAB allowing you to collaborate with Jeeves our partners or other customers to solve problems and further extend your system or to automate the process of moving customizations from development to test to production This provides for a much shorter outage window during deployments into production and eliminates human error The Jeeves Component Framework There are many components that make up the Jeeves ERP genius architecture This section will define and explain each component Jeeves Application Development Environment JADE DevDB The Jeeves Application Development Environment JADE is a model driven development environment for ERP applications with support for declarative and programmable development JADE can create working applications with all standard Jeeves features without writing a single line of code Or complex features can be developed by hand and integrated into the code base Either way with JADE it is possible to quickly and efficiently define extend and maintain Jeeves ERP Jeeves Metadata Model Jeeves Metadata Model is a description of all model objects including data types terms columns tables relationships programs and reports The Metadata Model makes it possible to extend Jeeves ERP in run time with extended data program and execution models making it possible to apply customizations in run time from the Jeeves Site Repository The Jeeves Metadata Model separates the standard system from adaptations enabling high efficiency development and customizations atop an upgradable standard system Jeeves Server The Jeeves Server is used to host the logic tier of the Jeeves application It manages the user interaction and integration logic and enables the server to be accessed from the user interface tier It is the framework dedicated to create efficient execution of macros events programs and more The Jeeves server is the engine that manage all types of events building applications by merging model data with transaction data as the application runs It handles all database access and all other Jeeves services The Jeeves Server also handles both types of clients the Jeeves Classic Client and the Jeeves Web Client known as Jeeves Insight Jeeves Database Implemented in Microsoft SQL Server the Jeeves Database is a relational database with high performance data

    Original URL path: http://www.scoutconsult.de/de/genius-architecture.html?month=201602 (2016-04-24)
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