The Business System Integration (BSI)
The Business System Integration (BSI) module of Tour de Force provides access to key financial
indicators regarding a customer Account. This information is accessed through an additional tab
found in the current Account form, and can also be accessed through the Advanced Export Module
or Manager's Console for more detailed reporting on a salesman, branch or regional level. Further
details of the specific data fields captured in the base module are outlined below.
Available Modules
The BSI Module can integrate with the following business systems:
- Activant P21, Activant DISC, Activant Array, Activant Acclaim, Activant Prelude, Team Design,
Tribute, TruLinx, Infor TakeStock, Infor SX Enterprise, Intuit Eclipse, Microsoft Dynamics (SL,
NAV and GP), Sage (MAS 90, MAS 200, MAS 500), Dataflow, FourthShift, CAMM, Oracle and Streamline
- Any other ODBC compliant database
What if MRH does not currently offer a BSI Connector for my business system?
Because of the open structure of the Business System Integration module, it is very easy to develop
additional BSI Connectors for the BSI module. If your business system is built on an open database
structure or offers an open ODBC connection to the database, The MRH Technology Group can
develop a BSI Connector for you for less than $2000.
Features & Details:
- Update and synchronize key financial and sales data for all Active accounts within Tour de Force
with your Business Operating System information with an automatic process on a nightly basis
- Integration modules for: DISC®, Eclipse, Exchequer®, FACTS, Fourth ShiftT, MAS 90®, MAS 200T, Prelude,
Activant Prophet 21, Tribute, SAP, and Solomon®
- Sales Planning capabilities to allow set-up and publishing of annual sales, margin and profits goals
for all Accounts with daily updates of Actual vs. Goals
- Ability to take key sales data offline with synchronization process
- Generate POS reports by product grouping
- Quickly generate virtually any type of sales report within Excel using Tour de Force's Advanced Export module
- Perform detailed gap analysis within a product/revenue group to identify sales/conversion opportunities that exist within a customer
- Combine actual sales history with the sales activity performed within an account for a particular product/revenue group to identify key focal areas for future sales activities
- Perform detailed analysis for the entire company by sales territory, individual, branch, or region of sales performance within a specific industry, industry category, SIC or NAICS code, or any other field that is used to specify an Account record in your system
Sales Summary Screen:
- No more asking for sales reports and waiting days to get a static report that's not quite what you
were looking for.
- Daily information for all Accounts
- If your company is using the Sales Activity module of Tour de Force, you will get a snapshot of the YTD Call Hours in a summary field, allowing you to see how much time is being spent on each Account and what the sales results are. You also get a snapshot of YTD Expenses. This information provides an excellent snapshot of the overall Total Cost of Ownership (TCO) of each Account.
- Don't wait until the year is over to see how you are doing with each Account versus the goal you set to start the year. Using the Advanced Export Module , you can create daily exports using the exact sales data you want and in the format you need.
AR Summary Screen Features
- Provides a complete summary of how the Account is performing on a financial basis.
- Take a proactive approach at managing Available credit with your Accounts. Don't wait for them to run out of credit. Take a proactive approach and let them know that they have approached their credit limit but because of their excellent payment history you have decided to extend their credit availability.
- Contact your customers personally to let them know about potentially late payments.
- Get a daily snapshot of all of your customers who placed orders the previous day along with the order value.
Product/Revenue Class Sales History Screen Features
Provides the ability to look at each Account and how they are performing in each product/revenue group on a Monthly and Year to Date basis as compared to the previous year.
Sales/Profit Goal Input Utility Screen Features
Sales planning doesn't have to be a chore any longer. TheTour de Force BSI module and the Sales/Profit Goal Input Utility make sales planning a piece of cake:
- Use the Advanced Export module to export each Account Managers' Account list with the desired sales information.
- Have each Account Manager generate sales and profit goals for each of their Target Accounts for the upcoming year.
- Account Managers send the spreadsheet back to the Sales Administrator (or whoever provides the input utility) to input the goals into the system.
- Use the information throughout the year to report on performance versus goals. Look at it daily, weekly, monthly or quarterly. It's always available.
Business System Integration Connector Module
BSI Connector modules are developed as stand alone services that will run on your database server. The BSI Connector is a service that will run on a scheduled basis to update the Tour de Force BSI database from your business system.
Although MRH offers a base integration module, as shown above, MRH can also provide extensive customizations to:
- allow two way integration between Tour de Force and your business system;
- provide detailed order history for your accounts with custom order summary screens to provide the core information about your customers orders;
- provide custom expense forms that will push expense data directly to the business system for approval and payment;
- provide for the submission of new Accounts for credit approval in an automated approval process;
- provide a project accounting summary screen on Opportunities to allow the tracking of project expenses on every Opportunity once the work is closed.
|
