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Sunday, December 13, 2009

A Single Software Solution That Enables Business Process Management

Exact has focused its development on making sure that any user company can significantly benefit from data stored in different places within the organization. Accordingly, it has developed a platform that keeps all departmental data in one central information store, accessible, in near real-time, over the Web, to make sure everyone within the organization works with the same information.

Part three of the Exact Software Continues with Its Share of Judicious Acquisitions series.

For instance, every customer-related phone call can be logged into e-Synergy, whereas faxes and Web site requests can be automatically merged into the system. As a result, every customer touch point should be available through e-Synergy allowing sales staff to know the latest service or credit issues. Likewise, people in customer service and finance can see the latest sales interactions. When the user enterprise has a full history of the interactions, it can better serve the customer, and employees will spend less frustrating time shouting across the office to find out who spoke to whom, and what was said. By focusing on improving and optimizing processes instead of just the departments, any user company should be better aligned and prepared to take on the challenges ahead.

Right now, the traditional enterprise resource planning (ERP) mid-market for standard business software remains sluggish and fragmented. Pricing pressures continue to increase on products and services, but a back-office ERP, per se, does not give the same competitive advantage it use to. However, due to globalization and Internet usage within businesses, users are increasingly seeking collaborative and Web-based solutions to find supply chain cost efficiencies and to better organize content.

An example of agility includes how prospects respond to an e-mail and enter personal information. The system should automatically update the contact database, and users can check for duplicates and add or merge the information. A workflow request can then be sent to the appropriate people for follow-up. When a customer places an order, the pricing used in the back-office system should also appear on the Web site or user screen. Finally, the system should offer a centralized view of all customers and their activities, including workflow, financial transactions, support issues, etc. from anywhere, and at any time. Customers, suppliers, and partners should also manage their accounts through secure portals.

Exact's quintessential solution consists of two fully integrated (working from the same central information store) products: Exact Globe and Exact e-Synergy. Both are built on Microsoft technology and open standards and should connect to any application users may have with relative ease. To get to the next level of competitiveness, users should build their ERP investments while reducing the steps it takes to execute key business processes. They should also manage by exception through lean manufacturing concepts. Exact touts e-Synergy as a means of managing by exception and tying together processes, documents, and people. It is a Web-based collaboration platform with portal views, workflow, document, customer relationship, and human resources management (HRM). e-Synergy also integrates office productivity tools such as Microsoft Excel and Outlook.

Exact has integrated e-Synergy with most of its local ERP packages. It has only been available in North American for a couple of years, yet, the product is used by over 400 customers in North America. Exact cites this as evidence of user interest in business process management (BPM) capabilities that layer over back-office ERP solutions. The product is also supportive of the US Sarbanes Oxley Act (SOX) owing to its workflow and document management capabilities, and it meets the electronic signature requirements under the US Food and Drug Administration (FDA) "Part 11" rules. The vendor expects standard business applications to drive efficiency by connecting to mobile devices, which is in demand by new generation of users that want better and faster access to more accurate and useful data.

For background information on Exact Software see Exact Software Continues with Its Share of Judicious Acquisitions.
Exact e-Synergy is primarily the collaboration solution, and as the name indicates, it is designed to provide synergy within the user organization. It gives all employees Web-access to instantaneous information from one central information source allowing them to plan, track, and initiate collaboration, and search and retrieve content, documents, and transactional data. By making Exact e-Synergy the platform of communication and collaboration, no data should (in principle) ever be lost at the organization, because information is stored for quick retrieval. Because of its ability to align employees, information, and processes across the enterprise, users of Exact e-Synergy should be able to view the health of the entire value chain, help employees manage time more effectively and execute business processes more efficiently. Key strengths of Exact e-Synergy are

* It integrates all company information by recording data at one time and in context. It links that data to all the relevant people, products, customers, workflow, and financial transactions.

* It encourages collaboration by providing structure and context and by accommodating Web sites and portals creation (see Portals: Necessary But Not Self-sufficient ).

* It supports mobile connectivity and allows on-line add-ons for portal digital assistant (PDA) devices.

* It increases transparency by managing all business processes through electronic workflow. The workflow integrates with Outlook, which is used for external communication (since calendars and contacts can be synchronized, e-mails can be sent to contacts from within the e-Synergy contact database). The system also integrates with Microsoft Office and Exchange.

* It gives access (search and retrieval) to all information and processes, including existing back-office ERP data and non-structured content for the entire organization, since the browser-based system has a "Google box"-type feature that makes it fairly easy to look up records by using multiple parameters.

* It reduces implementation and training costs by using a common Web browser to input and access data.

* It also leverages investments in ERP systems by enabling access to this information for the entire workforce.

The Web user interface (UI) is familiar to users and provides an easy means of navigation. Consequently, Exact e-Synergy is completely built on Microsoft Active Server Pages (ASP) 3.0 and runs on top of Microsoft Internet Information Server (IIS), both on Windows 2000 and Windows 2003 platforms. All data is stored in the Microsoft SQL Server 2000 database, whereas all supported client platforms are Windows versions that support Internet Explorer (IE) 5.01 or better (i.e., Windows 95, Windows 98, Windows ME, Windows NT 4.0, Windows 2000 and Windows XP). The product also provides support for other devices, including PDAs (such as HP Ipaq) and smart phones.

e-Synergy has a broad rather than deep functional scope that is difficult to pigeonhole into a single enterprise software category. It also represents an enterprise relationship management (ERM) solution that integrates the functionality of traditional front-office applications in a single solution, providing employees, customers, and partners with virtually an immediate view of activity across an entire organization. Front-office activities (such as customer resource management [CRM], e-commerce, and portals); back-office activities (including financials, HRM projects, distribution, and production); and their workflow, event, document, knowledge management modules share one database, Microsoft SQL Server. As a result, users have no integration issues and all of their information is kept current and can be viewed using only Internet Explorer.

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