Imagine
• Adding a customer • Adding a vehicle • Walking a mechanic through entry
and update of a work order • Performing a billing run with ONLY
exceptions to review • Creating a rental agreement with
pictures attached
• This is Enrich Your Way
Enrich “Your Way” for Over 10 Years • Risk Management
– Insurance claim tracking system –Years for transac6ons to complete –Complex rules for follow-up –Documenta6on and notes to track
• Roadcall –Breakdown and accident tracking system –Quick transac6ons –SoAware integra6ons –Escala6ons and no6fica6ons
Integrated Maps
An Idea for Emconex • SoAware that can be developed and changed even more rapidly than SYNON generated code
• SoAware that can be easily changed in the hands of the “administrator”
• SoAware that can be designed and prototyped by the business experts without a programming team
• SoAware that minimizes the requirement for training
Idea to Solution
Launch
Evolution of the Idea • Transac6on-based processing that takes the interac6on further, removes limita6ons
• The user is directed through defined pathways • Behind the scenes:
–Any database and many databases –Built-in integra6on tools
• Database mapping tools • Dynamically generated panels, searches and queries
• Transac6on tracking and escala6on
More Solutions • Central Reserva6ons
–Rapid, high transac6on volume with strict performance measures
–Mul6-party project • Dealer Web Access
–Dealers doing preven6ve maintenance –Transac6ons going back & forth –Escala6ons and no6fica6ons –Mul6-party end users
Deployment Lessons • Small user groups who really know their business
processes and opportuni6es • Project managers who drive into the essence of every
ques6on, every concern, and let nothing go unanswered • Complex problems need detailed requirements • Complex solu6ons need detailed designs • Tes6ng… Tes6ng… Tes6ng… • “Fit for Use” for all
Hitting the Target • Exper6se and commitment
• Leverage exis6ng solu6ons and start small
• Defini6on of success is cri6cal • Based on the Enrich you know…
except do it YOUR WAY!
Solutions Today • PM Checklist
–Going beyond one line on the work order • Vehicle In-Service
–Capturing features & PDI sheet • AR Invoice Management
–Keeping track of inquiries and disputes • The Beginning of the Life of a Truck
–Capturing everything during the acquisi6on of new equipment
Break
PM Checklist • Replacing the paper checklist • Tying the core Enrich work order for the PM to the checklist electronically
• Audi6ng of the PM checklist • Always retrievable, based on the unit number • Two op6ons for entering details:
–Direct update of the form –Condi6onal entry based on calcula6ons
Vehicle In-Service • Entering Enrich feature codes in an organized, and “mandatory” way
• PDI checklist of specific tasks using a .pdf document
• Different ques6ons asked based on different equipment types
• The checklist form is retrievable • Values you want to capture are up to you
AR Collection Notes • Ability to capture notes at the customer level and at the individual invoice level
• Update notes on mul6ple invoices at once • Ability to send addi6onal copies of invoices • Marking invoices as Disputed and Resolved • BOA reports for follow-up notes, “Customers I want to reach today”
• BOA reports for disputed invoices
Chris James Fox & James NationaLease
Solutions to Come • Rental Check Out/Check In
–Mobile device solu6on –Pictures and videos of the truck
• Mobile Maintenance –Online details for repair –Complete shop solu6on in the handheld device –As complete or as simple as required
Questions & Comments
Thank you!