Fourth Shift Companion Products Fourth Shift User Conference

Fourth Shift Companion Products Fourth Shift User Conference 2009

Infinity Business Consulting Multifaceted Organization providing Consulting Business Processes Applications: ERP – Lean IT Roadmap Custom Applications Information Technology Utilizing a holistic approach for our customers’ challenges.

Business Processes Senior Level Business Consultants Each with 10+ years of experience. Diverse backgrounds, such as Supply Chain Management Manufacturing IT Product Development Engineering Finance Quality Infinity understands the impact people, capital, information and equipment resources have to overall success.

Business Processes Business Process Reviews ERP Selection Workflow Optimization Material Flow Analysis Lean Manufacturing Kanban Systems

Information Technology Infinity tailors technology into a Business Advantage! Our complete IT Team is capable of creating & executing your plan. Infinity clients are able to supplement their team or outsource entire IT projects.

Applications Fourth Shift Authorized Partner Companion Products Custom Applications Highly skilled in all aspects of Fourth Shift Upgrades and Fourth Shift Evolutions

Fourth Shift Partner • • • Fourth Shift Companion Products Largest team of Fourth Shift Consultants - anywhere! Upgrade Assistance and Support On-site, Remote and Hosted Training Options Visi. Bar / Visi. Watch EDI Process Design Integration Report Writing Custom Applications

Fourth Shift Companion Products E x t e n d your Fourth Shift Environment! The benefits of a custom programming engagement with “off-the-shelf” pricing. Complete Fourth Shift tools that can used as is or can become a platform for tailored business solutions.

Sales. HORIZON Overview Completely Integrated with Fourth Shift in Real Time Independent Modules designed To Complement Each Other Effective “Out of the Box” as well as an Excellent Platform for a Customized Solution User Focused Design Fast & Efficient Near Zero Learning Curve True ROI Increases the Value of your Fourth Shift Environment for 7. 3 SQL, 7. 4 SQL & 7. 5

Increased Efficiency for Standard Order Entry (COMT) Expanded Functionality Enhanced Ease of Use Highly Searchable Powerful Quoting and Order Entry Time Saver Quote Revisions Mass Updates Security Options

Highly Searchable Powerful Quoting Time Saver Intuitive Tab Based Design Shifting Between Tabs Does not Lose Your Place Robust Search Capabilities ü Search Any Field ü Filter Results ü Use as Much or as Little Information Available User Defined Custom Fields

Highly Searchable Powerful Quoting Time Saver Powerful Unified Quoting and Order Entry Platform Bring Your Quotes Into Your Fourth Shift Environment Promote a Quote to an Order ü ü ü Copy Quotes to Orders Copy Quotes to Quotes Copy Orders to Orders Copy Lines Items Edit Any or All aspects Complete COMT Front-End with CRM-like Features Page 12

Highly Searchable Powerful Quoting Time Saver Information You Need Only A Click Away Integrates Credit Card for FS via NCS Internally Links Related Quotes & Orders Highly Robust Notes Lowers Support Costs Page 13

Quote Revisions Mass Update Security Update Managing changes to quotes is a breeze Create a history of customer requests Search for a specific revision through the search screens or with Rev Search button A direct response to customer input Page 14

Quote Revisions Mass Update Security Update Quickly Maintain Quotes & Fourth Shift Orders Line by Line Promotion Select any or all quote lines. Change any or all of the quantities. Update any or all of the Promised Dates All with a few key strokes Easily Manage Customer Blanket Orders Page 15

Quote Revisions Mass Update Security Update Identify your users as Administrator Employee Customer Service Rep Guest Inactive Control what users have access to. FSTI manages all Fourth Shift transactions. Each Q 2 O transaction stores user ID and time stamp. Page 16

Real-Time Information Portal to empower your customers to access their information on Quotes Orders Invoices Shipments Credits RMA’s Enhanced Ease of Use

Review Quotes and Orders Review Shipments Quickly See Pending Shipments Open To Your Field Team Empowered Customers Can ü Search and Review Quotes & Orders ü Request a Quote or Place an Order via RFQ ü Request an RMA Integrated with RMAA ü Drill Down Into Supporting Information Free Your In-House Team for More Critical Functions Page 18

Review Quotes and Orders Review Shipments Quickly See Pending Shipments Open To Your Field Team Empowered Customers Can ü Search and Review Shipments along with Contents ü Follow Shipment Tracking when integrated with shipper’s software Fed. Ex UPS etc Page 19

Review Quotes and Orders Review Shipments Quickly See Pending Shipments Open To Your Field Team Empowered Customers Can ü See All Future Shipments Based On Your Actual Shipping Schedule Updated Real-Time Page 20

Review Quotes and Orders Review Shipments Quickly See Pending Shipments Open To Your Field Team CIC Empowers Your Internal Teams As Well ü Quick Access to All Customer Information ü Assist Customers Remotely On The Fly Energize Sales Rapid ROI Page 21

Request for Quote - Sub-Module Upgrade your Customer Information Center and provide your selected customers the capability to submit a request for quote. Maximize the Impact of Customer Information Center & Quote 2 Order Page 22

Real-Time Information Portal for Managers and Sales Teams to access specific information on Quotes Sales Orders Invoices Shipments Company Metrics Current Forms & Company Documents

Compare Metrics Review Status Review Orders and Quotes Access Important Forms Informed Sales Teams are More Effective Managers See Individual Team and Regional Results Sales Members See their Results - Remotely Energize Sales Page 24

Compare Metrics Review Status Review Orders and Quotes Access Important Forms Compare Product Mixes See the Best Sellers for The Company, Your Sales Team or A Sales Person Utilizes Real-Time Information Page 25

Compare Metrics Review Status Review Orders and Quotes Access Important Forms Quotes and Orders At Your Fingertips üSearch üAccess üReview Customer Information for a Sales Person or Your Entire Team in a Single, Easy-To-Access Location Page 26

Compare Metrics Review Status Review Orders and Quotes Access Important Forms Use SIC for Local and Remote Access to the Most Up-To-Date Forms that are Critical to Your Sales Process ü Credit Applications ü Customer Startup ü ( Insert Your Form Here ) Page 27

Fourth Shift Companion Products E x t e n d your Fourth Shift Environment! The benefits of a custom engagement with “off-the-shelf” pricing. Complete Fourth Shift tools that can also become a platform for tailored business solutions.