Exact Globe Next Brochure

Exact Globe NextThe new style of managing2 Addressing challenges 4 Exact Globe Next 6 Financial Management and Administration10 Purchase and Store 14 Plan and Produce18 Sell and Service 22 Exact Globe Next at a glance 27 Want to get started? The new style of managingThe time has come for a new way of running your business. The market is unpredictable and your customers are more demanding than ever. Use new techniques to gain direct insight into your organization. It will enable you to improve business processes and adapt to market developments in time. The new style of managing means four things: insight, overview, cooperation and convenience. You want to be able to ? nd the cause of declining sales or increasing costs. You want to get an alert when an order needs your attention; so you can take timely action. You also need to share important company information quickly and effectively. And you want to be able to see your reports online or via your mobile device. Exact Globe Next proves that we know what your challenges are. As such, Exact Globe Next allows you to bring your operation together, replacing islands of information and uniting them into a single, organization-wide system. And it does so with the modular ? exibility that adapts to your requirements and grows with you.Working with Exact Globe Next, you’ll be in a position to improve your existing processes. Your company will operate as one, instead of a set of diverse entities. You’ll take control through decisions based on a real-time view of all information. Above all, you’ll be free to focus on running your business.Developed with your challenges in mind What is Exact Globe Next?Three key bene? ts of using Exact Globe NextExact Globe Next — 1Developed with your challenges in mindYour company has one name, one visual identity, and one company registration. Yet it may well have more than one source of master data, requiring manual and time-consuming re-entry of information. There are too many people involved, too many activities, and too many different Excel spreadsheets ? ying around. The result, inevitably, is mistakes and confusion.Instead you need a process that’s aligned around a single source of truth in which data is entered just once. A process in which a quotation, if accepted by your customer, automatically becomes a sales order, continuing along the transaction chain. This will simplify and enrich your information, and you’ll experience new levels of stability and productivity across your ? nancials and administration.As your company grows, you often acquire and absorb new sites, of? ces and functions. Sometimes, these entities continue to use their own historical ? nancial and administrative methods, applications and software. This leads to a tangle of varying tools, processes, languages and local formats. Financial reporting becomes fraught with dif? culty, especially when the problem is played out across different countries.Life would be a lot easier if you could connect and unite everyone across a single system that also incorporates local currencies, formats and legal requirements. It’s the only way to enjoy true integration and cooperation, leading to real global success.Is this really the latest information?How do we get everyone to go in the same direction? 2 — Exact Globe NextYour customer calls to say they received the wrong goods at the wrong time. Your warehouse insists they dispatched the right goods at the right time. You’re in the middle. You don’t know who took the order, who performed the stock handling, or who handled the pricing and delivery details.For instant answers to ‘who, what and when’, you need complete drill down and traceability into every event. And you need it from a single screen at every point in the system. Such a system would bring with it the potential to massively improve both your internal processes and your customer service levels.It would be great if...Your data were in one place with each department entering it just once into a single, company-wide structure. A single source to save time, promote clarity, and put you in control by giving you the information you need, when you need it. Your organization shareda single, integrated platform across borders, time zones, languages and cultures. A straightforward, rapid and reliable global reporting and forecasting structure. You’d really show your customers, and the world, what you can do.You used a proven ERP systemthat enables you to zoom in on details and that gives you more information with one single click of your mouse. A system that keeps you posted proactively. A system that enables you to take the right action every single time.What did we promise this customer?Exact Globe Next — 3Clarity and compliance in all areasBehind every great company is the ef? cient management of all standard ? nancial and administrative processes. Exact Globe Next integrates these core tasks, forming a backbone for all transactions arising from production, logistics and sales functions. This gives you a single, traceable ? nancial and administrative reality at all times. This, in turn, generates dramatic new reporting possibilities.Manage finance and administrateEmployeesSuppliers CustomersManage finance and administratePlan and ProduceSell and ServicePurchase and StoreValue creation modelProduct model Exact Globe NextReportsProjectsYour organizationServiceTradeProduceSUPPLIEREmployeesFinanceCUSTOMERPurchaseMarketSellSupportExact Globe Nextthe product 4 — Exact Globe NextConnected productivity for manufacturing and planningOperational success depends on deep knowledge, relentless quality, and on-time delivery. Exact Globe Next helps to achieve this with detailed planning for an extensive range of manufacturing and service-based processes. Within this process, you coordinate all variables and components in advance. This gives you more power than ever to produce, service and deliver on time and on budget. Integrates the outside world with your company worldEffective customer service depends on seamless interaction between your external and internal worlds. Exact Globe Next integrates these two worlds with a wide suite of options for customer-facing activities such as pricing, quoting, order management and invoice management. As you deploy these solutions you will increase customer satisfaction and retention through faster, more ? exible, and more pro-active levels of service.Procurement, warehousing and inventory management Within the logistics process, information is power. The power to evolve and improve your supply chain by optimizing your item management, procurement and warehousing helps you deliver on your customer promises.Whether you have one warehouse or a whole network, Exact Globe Next gives you the critical information necessary to manage all sites and activities from a central platform. Exact Globe Next integrates your entire financial and administrative infrastructure. All transactions – financial, logistics, HRM, sales management, projects and production – are contained in a single, central data source. Your company will unite around a common system, and a common purpose, like never before.Purchase and Store Plan and Produce Sell and ServiceExact Globe Next incorporates a suite of analytical tools, ranging from real-time dashboards to powerful pivot tables and out-of the box Excel integration. These tools enable the approach of ? nancial and logistic information from various angles, giving you instant and accurate reporting that puts you in control. Employees and managers with appropriate rights will have up-to-the-minute insight into the company’s monthly turnover, cash ? ows, and accounts receivable outstanding. You decide which indicators to monitor, then access the status of those indicators in real-time. Initial versions of reports can be compiled and updated later. And if a process doesn’t go according to plan, Exact Globe Next sends you an alert automatically.Within this capability, Exact Globe Next permits the instant traceability of all transaction chains. You get right to the source with a few clicks, of every ? nancial outcome.This degree of accurate information and insight allows you make decisions based on reality, not guesswork, optimizing the quality of decision making. For instance, when customer service receives a customer request for a certain product, the availability or status of delivery will be instantly visible. Exact Globe Next also offers advanced project management tools. This lets you set up a project environment in which all activities relating to the project are stored and performed. This includes all project-based information such as time entries, invoicing proposals, and work-in-progress. A change in one component is automatically visible in other relevant components. Across all these possibilities, Exact Globe Next supports an extensive variety of languages, currencies and legislations.Integrating your key processesExact Globe Next — 5Exact Globe Next integrates your financial and administrative systems with other key business areas. Crucially, all events are entered into a single, central transaction table. This provides instant insight into all relevant financial details and administrative processes, also across borders. You will have the correct operational and strategic information at your disposal. You’ll know exactly where you are, where you’re going, and how you’re going to get there.Get a clear view of your financial landscapeEmployeesSuppliers CustomersManage finance and administratePlan and ProduceSell and ServicePurchase and Store 6 — Exact Globe NextExact Globe Next for financial management and administrationFinancial and administrative systems can be a jungle of outdated and therefore unreliable numbers, with no single financial ‘truth’. Without that truth you can’t get a clear financial overview. Analysis and reporting become difficult, repetitive and time-consuming as you struggle to get an accurate real-time view of your historical and future cash flow situation.With Exact Globe Next you’ll get a clear view of what’s happening. You’ll have the precise status of your financials, every time you ask. The latest sales orders, for instance, will be directly visible. There’s a single, unified source of data, with no need for re-entry. Dynamic pivots give you the ability to track transaction histories, from the initial order through to delivery and payment. And, as business becomes ever more international, Exact Globe Next helps you with issues of compliance and control requirements in a large number of countries around the world.Exact Globe Next — 7Integrated financials Cash flow managementWould you like to get automatic noti? cation when an invoice hasn’t been paid yet, or when it has? Would you like to receive a heads-up when outstanding invoices from a debtor exceed a certain limit? Exact Globe Next can do that for you. You can ef? ciently manage your invoices and gain perfect insight into your clients’ payment habits. Based on real-time dashboards, Exact Globe Next gives you up-to-date and historic insight into your cash ? ow, the overall cash situation and the value of your company.Auditing/ControllingA single entry system minimizes errors.So, you save time and increase your ability to exchange accurate information via all standard functions for periodic output, import/export functions, data exchange and automatically generated overviews. Information is rapidly moved beyond your backof? ce system – to your accountant and ? nancial controller, for instance – so that you can amass the required overview for tax return preparation. The system also supports several types of taxes, including Value Added Tax (VAT) and sales taxes.Financial managementBudgeting Exact Globe Next makes it easy to enter and adjust budgets for both amounts and quantities at general ledger account level. Budgeting is possible at a detailed level – against articles or per employee, for example. You can create different budget scenarios, drawing comparisons between a normal budget, a positive change and a negative change.Interactive balance sheet allows you to drill down up to every original transaction entryExact Globe Next gets to the heart of your company by uniting and consolidating your financial administration. You’ll experience new levels of control through complete traceability of all transactions. And you’ll enjoy the freedom to focus on adding value to your business thanks to a single process for all data entry and storage.Linking information across processes The real-time dashboards in Exact Globe Next enable you to see your organization’s key ? gures at a glance. That way, you can take action when needed and adapt to trends and developments. Reports are assembled easily. A ? eld chooser drags and drops therequired ? elds onto the report. All reports can be saved and the template can be reused. This gives you an instant picture of a particular business area, process, transaction, or client, even across borders. You will go from having a static overview to having a dynamic overview that you can con? gure yourself.Exact Globe Next offers you real-time dashboards 8 — Exact Globe NextEasy data entryIndividual users can personalize screens according to their requirements. For example, you can speed up data entry by turning off ? elds that you don’t use in the entry screen. You can also display search results according to your own criteria. An employee in orders might want to see the contact person, for instance, whereas an employee working in ? nancial administration might want to see the bank account number. It is also possible to determine, per user, in which order the columns of the general ledger, debtor or creditor card should be displayed.AdministrationHRM. Information and motivation Ultimately, it’s people that make the difference. It is their skills, ideas, contacts and enthusiasm that enable companies to thrive and grow. Exact Globe Next offers basic administrative HRM functionality. This allows you to create knowledge-rich employee ? les and you can automate all leave requests. An employee enters his own leave request into the system and thereby automatically activates the work ? ow. The responsible manager can then approve the request via the system.System security with strict access rightsExact Globe Next incorporates a sophisticated roles and rights capability. That way, you provide staff with access to the information, processes and projects appropriate to their position. Benefits for Finance and Adminstration - All your company’s ? nancials and administration integrated in a central transaction table. - Enriched information via links with people, resources, products and processes. - Up-to-date insight into cash positions and company value. - Functions for forecasting, budgeting, analysis and reporting. - Secure dashboard for authorization, traceability and reporting. - Supports a variety of languages, banks, currencies and legislations. - Automatic alert functionality.AssetsRegistering assets can be a time-consuming and complicated process. In particular when you acquire assets that are not yet registered in your administration. With Exact Globe Next, registering and managing assets is easy. A new asset can be registered directly when you make an entry in your purchase journal. All asset movements are linked to ? nancial transactions to ensure completeness. After the assets have been created, monthly depreciation entries are calculated and created automatically. Each asset has an asset card listing historical transactions, ensuring easy traceability. General ledger Because Exact Globe Next links your ? nancials to areas such as logistics, production and sales, you can pull information from these areas into your general ledger. It is also easy to generate various reports for cash ? ow monitoring. In this way, your bookkeeping system becomes nothing short of a complete management information system.Compliance managementYour back of? ce is obliged to maintain comprehensive records of all items such as transactions and contracts. Furthermore, corporate governance imposes increasingly strict requirements on your ? nancial accountability. Exact Globe Next allows you to ful? ll these legal obligations in a large number of countries around the world. The cash dashboard gives you up-to-date insight into your cashflowExact Globe Next — 9Exact Globe Next creates an informational structure for the central coordination of procurement, warehousing and inventory management. You’ll have information consistency and continuity right throughout the process. This will give you the power to optimize stock levels within a single warehouse or across a warehouse network.Track and traceEmployeesSuppliers CustomersManage finance and administratePlan and ProduceSell and ServicePurchase and Store 10 — Exact Globe NextExact Globe Next for Purchase and StoreEvery company is under constant pressure from rapidly changing customer demands and high pressure on margins. To stay ahead you need an advanced logistics system that delivers the right product to the right place, at the right time and at the right price. Exact Globe Next enables this with logistical capability designed to transform your operational capability. All information is managed centrally so that your purchasers, sales staff and warehouse employees work with the same data. All orders, receipts and deliveries are entered and available in realtime. You will be able to access, at any time, precise business information regarding every aspect of your warehousing and ordering requirements. Work with Exact Globe Next in this crucial business area and you will reduce waste, eliminate confusion, and work more closely with supply chain partners. Above all, you will be in a much better position to meet your delivery promises.Exact Globe Next — 11Streamline your logisticsExact Globe Next’s Purchase and Store capability is designed to raise your logistical game across all aspects of item management, purchase management and warehousing. You’ll soon notice the difference and so will your customers as they consistently receive the products they ordered on time.Purchase management Supplier managementDetermining the right suppliers is vital to a successful purchase policy. Exact Globe Next gives you reliable supplier analyses by measuring and reporting supplier performance against benchmarks such as on-time delivery, quality of product samples and number of returned goods. It means you’ll be able to negotiate with suppliers based on clear pricing and the history of previously ordered goods. PurchasingPurchase orders can be initiated on the basis of future stock levels, sales orders, production orders or forecasting. They can also be optimally matched with supplier contracts. Exact Globe Next achieves this with fast entry of purchase orders, multiple and customizable purchase order layouts, and the ability to link purchase orders to receipts. The moment a purchase order has been generated, a proposal for the payment terms is created, demonstrating a perfect integration of your logistics and your ? nancial processes.Manage items centrallyAll items can be created, maintained and deleted from this screen – across every location within your entire warehouse network. Each item contains its own data and attributes, registered and maintained in its own item maintenance card. Item informationis divided into several categories, presented under different tabs. Zoom into the item card to view all transactions for a speci? c item. De? ne all item-related pricing like sales prices, purchase prices, cost prices. Batch updates can also be performed on this screen, with simultaneous updates of multiple items in a batch. This saves time if your organization decides to review and update the data of all items at the same time.Item managementItem assortmentsExact Globe Next helps you manage your product portfolio via clear assortment categories. This will give you better insight into your product offering, while different levels of assortment will give you more insight into the results of your assortment. You will know if the assortment is complete, and by linking to sales, you will know which products are doing well. You can also detect item redundancy and analyze the performance of items.PricingManage your pricing per item, per unit, per assortment, per customer, per supplier and per period. This includes speci? c pricing agreements with customers and suppliers. All your prices will be instantly available, and you will be able to make changes including temporary sales promotions. You will be able to calculate competitive pricing and discount structures in percentages, new prices or mark-ups. Regulation based charges can be handled and reported separately.Create, maintain and delete all items centrally 12 — Exact Globe NextPurchase invoicingBecause all transactions are linked, Exact Globe Next provides detailed overviews that allow you to zoom into details effortlessly and instantly. This enables you to check invoices to ensure they match the receipt and create a purchase invoice based on the purchase order or receipt, without having to type it all out again. You will save time by de? ning exactly who is allowed to approve invoices via the incoming invoice register. Warehouse managementStock controlExact Globe Next permits clear insight into your stock levels at all times – you’ll know your optimal stock levels and exactly what you need to order, and when. You will be in a position to save time and money with central warehousing that lets you process orders from multiple sales of? ces then dispatch goods to customers from one central warehouse. Exact Globe Next also offers cycle counting to ensure that the stock in the system equals the physical stock. And by providing a sampling function, it will help you to reduce waste and comply with regulations.Benefits for Purchase and Store - Logistics processes directly linked to ? nancial accounts. - Increased visibility into actual, real-time inventory quantities and costs. - Centrally update bills of material, price lists, special offers and price agreements. - Advanced functions for bar coding and track and trace. - Reliable forecasting based on actual stock management linked in real-time to purchasing, sales and schedule. - Real-time inventory transactions, with full batch (serial/batch/lot) support.Stock handling All warehousing transactions – such as incoming goods, outgoing goods, location transfers – can be handled in Exact Globe Next. They can be optimized by means of barcode equipment in batch communications, or with real time radio frequency. By registering data electronically in this way, you avoid errors and always have an accurate, up-to-date insight into the status of any order, from a single screen. You will also achieve better service levels and delivery reliability.Exact Globe Next allows for replenishment from bulk to pick locations, cross docking, route optimization and pick and pack. Ef? cient replenishment with Exact Globe Next will signi? cantly reduce your lead times. Products are veri? ed as they are packed and shipped, and you can automatically print product labels for received items.TraceabilityIt pays to have instant knowledge of which customers received which products and when, and which suppliers supplied which products and when. With Exact Globe Next you can track and trace items from supplier, to production, to customer. This is important when complying with government regulations, for example, or when monitoring customer demand.Purchase order showing the current status and process flowReport for stock countingExact Globe Next — 13The effective delivery of products or services in a competitive, globalized market requires the highest standards of planning. By providing instant visibility of all your inputs, Exact Globe Next allows you to predict all your outputs. You’ll be able to plan your costs and capacity in advance, enabling you to make firm promises to your customers.Planning for successEmployeesSuppliers CustomersManage finance and administratePlanning and ProductionSell and ServicePurchase and Store 14 — Exact Globe NextExact Globe Next for Planning and ProductionExact Globe Next gives you the power to plan and achieve outcomes with time-based item planning overviews that integrate all activities. You will have, at your fingertips, detailed information on all relevant factors such as personnel, machinery, supplies and warehousing, financials and resources. Armed with this up-to-the-minute information, you will be in a position to improve your manufacturing, service delivery and project management. This, in turn, will lead to reduced costs, a quicker time-to-market, and guaranteed delivery dates.As well as predicting the future with more certainty, you can make adjustments right here, right now. Monitor and adjust the manufacturing process, for example, with a suite of advanced and precise production control functions. Exact Globe Next — 15PlanningForecastingBene? t from detailed forecasting based on input from previous results, sales histories and sales expectations. These forecasts can drive requirements for end products and production components.Material Requirements Planning (MRP)Exact Globe Next offers multiple calculation scenarios, so you can choose the one that’s ideal for your situation. It also allows for the ‘pegging’ analysis of your MRP run. This enables you to identify the sources of requirements at a detailed level, greatly simplifying the inventory replenishment process. From within this MRP capability you can access all your logistic transactions, from sales order to delivery. This helps you with your own internal ef? ciencies, as well as with important issues of compliance and regulation.Optimize your capacityExact Globe Next enables you to optimize your future with customizable flexibility for planning, manufacturing and project management. With this comes the ability to react to short- and long-term imperatives by managing materials, workloads and schedules your way.Resource planningAllocate resources in terms of personnel and machinery. You’ll know the availability of all capacity at all times, so that you can plan machines and labor hours in advance. You can generate a detailed overview of planned time by cost centre, subordinate or project. Manufacturing Production costingCost price calculation scenarios can be used to enable unique cost calculations for each endproduct. It means you can compare the total production order costs with the sales price to obtain the pro? t margin for the manufactured item. You can also look at overviews of the actual cost of end products by taking into consideration speci? c cost factors.When there are changes in the cost price at any level of the bill of materials (BOM), the cost price will be updated all the way to the endproduct. Defining bills of materialsSingle or multiple versions of bill of materials (BOM), routing and dependencies can be de? ned per product. Combined with surcharges and batch sizes, this forms the basis for the cost price calculation. Multiple product variants, features, options and materials in BOM variations can be managed. You can also store an unlimited amount of levels in the resource structure, use phantoms, and link activities to the levels of resources and machinery. During production, you will have instant and continuous insight into whether or not you are in line with your budgeting forecasts and expectations.BOM screen displays the use of all underlying materials, as well as labor and machine hours. 16 — Exact Globe NextProduction controlControl the daily production process, from scheduling to delivery. Based on demand from customer orders, stock levels or advanced MRP production orders are created, planned and processed. The manufacturing of both standard and customized products is supported. This can be carried out in multiple operation steps. Materials usage as well as labor and machine hours are registered at all times.Outsourcing As well as purchasing materials, companies are increasingly purchasing production activities for reasons of cost, capacity or knowledge. Such outsourcing operations can be fully integrated within the Exact Globe Next purchasing process.Production resultYou’ll always want to know if the outcome matched your plans and forecasts. Exact Globe Next facilitates the detailed analysis of individual manufacturing outcomes by comparing the planned and actual usage of materials and resources. You will then be in a position to build the consequences into your ? nancials. Benefits for Plan and Produce - Production and service planning linked directly to logistic and ? nancial accounts. - Forecasting based on complete production data. - Choose the most favorable situation for production and cost price. - Planning linked to the registration of work hours and time off. - Reduce project planning and management time by using exclusive project environments. - Complete drill down to a manufacturing order from a sales order gives insight into when products will be ready.Project managementProjectsProject control is notoriously dif? cult due to lengthy duration, complex sub-processes and a non-transparent cost structure. Exact Globe Next overcomes these issues by automating your entire project organization within a dedicated project environment. You will have an at-a-glance view of all project data from the project master card, with multiple project levels possible. Project-related transactions can be identi? ed at all times (throughout all functional areas within Exact Globe Next) and handled according to project-speci? c ? nancial consequences.Project invoicing and resultsAll costs and revenues are visible on a project level. This includes purchasing, sales invoices, time registration of relevant employees, and materials. Outcomes can then be compared with planned costs and revenue expectations. People are linked to targets and budgets, and various overviews and reports show you the current status, including any work contracted out, as well as unpaid invoices. MRP overview: day-to-day insight into available stockManage projects from the project master card Exact Globe Next — 17The effective integration of internal processes will significantly improve your bottom line. Linking and extending these benefits to your customer-facing operations will help your company fly even higher. Exact Globe Next therefore offers a number of modules for optimizing your pricing, invoicing, and customer relationship management (CRM). Putting your customer firstEmployeesSuppliers CustomersManage finance and administratePlanning and ProductionSell and ServicePurchase and Store 18 — Exact Globe NextExact Globe Next for Sell and ServiceHow long does it take you to call up a clear list of your customer data in terms of financial transactions, contract data and details? Chances are it’s taking longer than it should. And the situation can be even worse if you’ve stored data on different systems, leading to data overlaps and considerable potential for errors.With Exact Globe Next you can store all customer, supplier and related data in one place, then retrieve it quickly and easily. With that will come the ability to access a clear overview of all relationship transactions such as orders, financial postings and turnover data.All the information regarding pricing agreements, budgets, orders and invoices will be in a single account file. Your sales and service departments will save time by having access to the latest information.Exact Globe Next — 19Order ProcessingTo keep your inventories low while keeping your customers happy, you need a ? exible ordering system. Stock control must therefore be up-to-date, the purchasing department must know exactly when to buy, and the production of assembled products must be synchronized from the order, through to the demand for end products. Of course, the need for ef? cient ordering becomes even more important if your company does not hold stock.Exact Globe Next provides direct insight into stocks during order entry. You can then allocate goods against current stock availability. As the process develops, you can create and issue credit invoices and reminders, offer drop-shipments, and compare returns with ful? llments to avoid fraud. Exact Globe Next also permits credit line checking before doing business with a customer.Satisfaction and profitabilityAcquiring customers is hard. So it’s imperative that you profit from, retain and reward them by leveraging every possible item of customer data. Exact Globe Next gathers and consolidates all customer and pricing information, while integrating customer orders and invoices with your financial and logistics systems. Sales managementKnow your customerCentralize all customer information in one single digital client card. In it, you can ? nd transactions, price agreements, revenue per customer, offers, invoices, outstanding payments and contracts. Your sales people can reach all client-related information any time. And your customer service department can see a customer’s history and complaint status at a glance. With this detailed insight into your customer base, you can make classi? cations easily. You will have a solid base for your marketing and sales activities.QuotationsTo deliver an accurate quotation, you need as much up-to-date information as possible with regard to pricing agreements, discounts, stock levels, delivery times and previous quotations. Exact Globe Next enables you to store and retrieve this information. You will be able to easily create a sales order straight from a quotation with one click, saving duplicate entry.Sales DashboardThe sales dashboard gives you detailed insight into the composition of your revenue. It tells you how much revenue has been generated per time period, the number of orders, the average number of orders per client, the number of new clients, the number of clients without order, revenue per order, units per order, number of items per order and the average price per item. You can also see which clients have purchased most and which sales persons have done best.The sales dashboard tells you the status of your revenue at any moment. Is sales doing as expected? Why is the revenue falling short? Have less orders been placed or has the value per order decreased? Analyze your revenue from various perspectives to learn which strategy works best for you. The sales dashboard gives detailed insight into your revenue 20 — Exact Globe NextResultThe time and materials spent on a service item is compared with warranty or maintenance contract conditions, leading to costs or customer invoices. Via problem identi? cation, analysis of frequently serviced items and circumstances can be performed. This will enable you to make better decisions based on accurate data.Taking CRM one step furtherExact Synergy For more extensive CRM, Exact Synergy is the front of? ce tool that seamlessly integrates with Exact Globe Next, offering advanced functionalities such as opportunity management and marketing automation. Invoices and sales orders can be shared online with everyone throughout your organization.Built-in work? ows align your customer-facing roles in the process. Work is routed automatically to the next person in the chain. Exact Synergy ensures clarity of ownership and enables ? exible work? ow routing which ensures that your customers’ request is handled by the right person at the right time.Benefits for Sell and Service - Real-time reporting links customer account to marketing and sales activities. - Activities, transactions and customer contacts available on the customer card. - Link budgets to sales forecasts, sales targets, sales results and target groups. - Faster response times due to insight into actual information on stocks, delivery times and service. - Service employees will have customer history at their ? nger tips. - Automatic alert functionality.InvoicingDetailed invoice management allows for complete processing of sales invoices. This includes advanced payment conditions, pre-payment, and direct invoices for over the counter sales. You can also calculate and grant sales commissions to employees and partners such as re-sellers.Service managementService activitiesGreat customer service comes from building a complete picture and history of your relationship with each customer. This requires a system that performs a wide range of service-related tasks, from the simple to the complex. Exact Globe Next allows for the registration of all products and services sold. It also registers service orders initiated from incoming customer calls or maintenance contracts. You can also de? ne and maintain items such as hour items, sales and stock items, contracts, assets and serials and batch items. The result is a comprehensive tool for managing and controlling operational and functional services.Item availability screen shows all items, pricelists and price agreementsEach sales order shows the current status in the order processExact Globe Next — 21Three key Exact Globe Next benefits Whatever your specific requirements, all Exact Globe Next software solutions are embedded with three core benefits. Combined, they work to give you the flexible backbone that every company needs.Designed for youFor companies like yours, it’s essential to know the status of things at all times through accurate, up-do-date information. Exact Globe Next is designed to achieve this by forming a single transaction backbone for all production, logistic and sales functions. This will give you a single, traceable ? nancial and administrative reality at all times. And it’s standardized, so it’s simple to implement, requiring minimal resources to maintain, which makes it ideal for organizations with limited IT support.Growing with youExact Globe Next can be as big, or as small, as you want it to be. So, you might start with a basic bookkeeping capability and then add a more advanced MRP solution as your company and your ambition grow. Or you might start with an item management solution and then move towards the complete warehousing offering. All these systems will integrate seamlessly with each other, saving time and costs. Whatever business, market or geography you’re in, Exact Globe Next offers the ? exible functionality you need.Rapid results for youIn your ever challenging businessenvironment, you have to movequickly to stay ahead. Exact Globe Next keeps pace because it’s designedwith your needs in mind. You’ll beup and running with a minimum ofimplementation and training time.From day one Exact Globe Next enables you to drive productivity across your business. You’ll have less manual work, less duplicate entries and a better overview for more control.And you’ll be reaping the bene? tsof integration quicker than you everthought possible.The solid administrative foundation for your business 22 — Exact Globe NextSell and ServiceSuppliersPurchase and StoreEmployeesCustomersManagefinance and administrateReportsProjectsPlanning andProduction Purchase and store- Purchasing- Supplier management- Warehouse management- Electronic invoice management- Item management- Logistics Sell and service- Sales management- Pricing and discounting- Quote and order management- Service managementExact Globe Nextproduct offering Manage finance and administrate- Budgeting- Accounting- Cash ? ow management- Compliance and control - Invoicing- Credit and collectionsExact Globe Next — 23 Plan and produce- Capacity planning- Material requirement planning- Forecasting- Manufacturing- Project management- Quality managementCustom-made solutionsOur standard products are designed to meet the most common automation requirements of today’s businesses. However, we understand that different companies have different automation needs. We aim to ? nd the right solution for you. This can range from small adaptations of your standard package to newly developed solutions. As our custom-made solutions are based on our standard software, the development time required for a custom solution is relatively short and ? nancially attractive for you. Technology and integration- Integrated document management- Connecting to third-party applications via standard adapters- Business activity monitoring- Embedded reporting- Automatic alert functionality Organize and register- Roles & rights management- Facility & asset management- Revenue and cost analysis- KPI reportingConsultancy and implementationWe provide you with maximum control and manageability regarding lead time and implementation budgets. The standard implementation methodologies we use are developed based on years of experience and have proved successful all over the world. The approach of implementing Exact Globe Next depends on many factors including company size, project scope, and your industry. To meet this challenge, we support different implementation models from local single-site to large international multi-site implementations.Training and educationYour success is important to us. We implement our software solutions tailored to your business environment so that you can maximize your investment quickly and completely. We offer in-company training programs held at a location of your choice, at a time when it’s convenient for you. In addition, you can select which topics you wish to address during the in-company training session.Customer supportWe are dedicated on making you a satis? ed customer and keeping it that way. This not only requires software, but a high level of continuous support from us. We provide solutions and support through an extensive global network across more than 40 subsidiaries and via our quali? ed international partners. In return, you are guaranteed a high level of service and availability in multiple locations and languages wherever you are, as well as continued product improvements.Customer servicesExact Globe Next — 24Whatever your company’s objectives, Exact Globe Next helps you achieve them by making a real difference where it counts – at the heart of your financial, administrative and operational processes.Exact Globe Next at a glanceDrive productivity during growthAs your company grows, so does the amount of information that needs to be managed. Productivity is negatively affected, and the constant changes in legislation, tax laws and compliance don’t help.By permitting a single ? nancial and administrative ‘truth’, Exact Globe Next gives you an instant insight and overview into all your processes. You will be able to analyze, report, forecast and budget based on reliable, and real-time, ? nancial facts.Drive productivity across bordersYour company is serving the same customers from different locations. This leads to a lack of consistency as individual customers are serviced via different applications and procedures.By acting as a universal system, Exact Globe Next integrates your service delivery. For instance, the sales department in one of? ce will have insight into stock levels in a warehouse at another site.Sell and ServiceSuppliersPurchase and StoreEmployeesCustomersManage finance and administrateReportsProjectsPlanning andProduction 25 — Exact Globe NextCOLLABORATIONBy enabling people to share information, Exact Globe Next will generate a new spirit of collaboration among employees. PEOPLEExact Globe Next opens up new channels between your people. This creates the rapid, effortless ? ow of information that is essential to the smooth running of any business.RESULTSIt’s all about results. By integrating and optimizing processes, Exact Globe Next drives results by simultaneously reducing costs and increasing your ability to focus on your business.STRUCTUREAs people work more closely, new working structures are formed. In this way, Exact Globe Next makes your company stronger, better equipped to resist challenges and exploit opportunities.Driving productivity across your businessExact Globe Next provides the stability that forms the basis for productivity. You’ll have control where there was confusion,giving you insight into processes across all your local and international operations. By now, you should have a good idea of how Exact Globe Next can help you and your employees to gain more freedom from process, and more control over business. But if you still have more questions, you can find some of the commonly asked ones on the next page. Don’t hesitate to contact us if you have a question that isn’t there.Contact your local Exact representatives. You’ll find their details at: www.exact.comDoes learning how to use Exact Globe Next require a lot of training?The software is designed so that people can start creating value fast. So, training requirements are typically low. If required, Exact offers a full suite of training and consultancy.Is Exact Globe Next available in different languages and legislations?Exact Globe Next is available in over 40 languages and supports a wide variety of legislations, banks and currencies.What reporting capabilities does Exact Globe Next offer?Exact Globe Next contains a great number of reports that can be adapted to your own wishes, among which several real-time dashboards. Standard integration with various reporting tools is also possible. Can I customize Exact Globe Next to address the special challenges faced by my company?Yes. Exact Globe Next offers a range of standard extension modules to cover more advanced and business speci? c requirements. If your company needs other functionality, Exact can help to develop additional functionality ranging from small adaptations to newly developed solutions. Can I upgrade easily from my current Exact financial software to Exact Globe Next?Yes. Out of the box conversion tools are available so that you can upgrade to Exact Globe Next. Can I integrate Exact Globe Next with my existing business software?Yes. Exact Globe Next allows for easy import and export of XML, which makes data exchange possible with third-party software. Exact also integrates with middleware solutions that support connectivity with third-party software.Exact Globe Next — 27Despite the continued efforts of Exact to ensure that the information in this document is as complete and up-to-date as possible, Exact cannot warrant the correctness and/or completeness and/or specific applicability of the published and/or requested information in this document. © Exact Group B.V., 2012. All rights reserved. All trademarks mentioned herein belong to their respective owners. *MCL550101EN001*Serving entrepreneurial businesses around the world is our business. On the road to becoming a global player we have never lost sight of our modest beginnings in 1984. That’s why we can relate to your business, understand how you collaborate with your business community and know what you need to achieve results. By matching our experience with your needs we can provide you with software solutions that support every business activity and give real-time insight into your entire organization. With Exact you’ll have the freedom to successfully address the challenges and opportunities that come your way, creating value for your customers and ultimately for yourselves. From manufacturing and wholesale & distribution to professional services, whatever business you are in, we can help you grow.MCL550101EN001.3