We will share KEY2ACT’s product strategy for 2016-2017 including details and timing of the Signature release for Dynamics GP 2016, and also insight into the exciting new solutions KEY2ACT will bring to market in the next 12-18 months. Presented by Gina Renner from KEY2ACT.

1. KEY2ACT
Corporate & Product Update
Connections Conference

2. Agenda
• KEY2ACT Corporate Update
• Product Strategy
• Product Roadmap
• Synergy 2016
• Q&A

3. WennSoft dba “KEY2ACT”
• Acquisition – April 2015
• Backing by a billion dollar investment organization
• Adjusted our size to fit our new revenue model
• Strengthening our Partner relationships
• Product-line Focus: Signature
• Looking at “white space” to fill with new modules or integrations
• Planning new enhancement roadmap for SMS, JC, EMS

4. Signature 2016
Signature 2016
• Delivers compatibility with Microsoft Dynamics GP 2016
• Introduces HTML 5.0 Web client for SMS, JC and EMS
• Delivers a new option to bypass Union reporting (Job Cost)
• New SMS and JC smartlist objects for Dynamics GP Smartlist Designer
• Introduces Service Call Source and Building entities
• Ensures Microsoft SQL Server 2016 compatibility
CRM Connect
• Compatibility with Dynamics CRM 2016
• For both Signature 2016 and Signature 2015 R2 SP1

5. Web Client Examples

6. MobileTech 5.0
• Resco Framework and Woodford updates
• New temporary Sorting and Filtering capabilities on lists
• View Unassigned
• Use of bar code to find unassigned Equipment
• New button on “About” form to clear the log files from the client
• Exposes Task Replacement Parts to field technicians
• New indicator to show they exist
• New button/view to easily add as consumed item
• New tab on service call detailed view & appointment completion process

7. New Indicator
New button
New
Tab
Task Materials

8. Click on the task material to see the
ADD button. Press ADD to create
the inventory transaction ------->

9. MobileTech 5.0
• Increases size of notes field on Additional work form (256 to 32,768)
• Adds visual indicator to appointment list to highlight timed ‘in’
• Adds time in/time out fields to the preview, call and appointment summary
• Adds ability to reset System Administrator password
• Includes performance improvements in multiple areas
• Significant Load Data and Refresh Lookup performance improvements
• Significant performance improvements on temporary data (calls, appts, tasks,
responses)
• Includes compatibility with Android’s latest OS v6.0 Marshmallow

10. Timed In
Sort & Filter

11. MobileTech 5.0
• Compatibility:
• Signature 2016
• Signature 2015 R2 SP1
• Signature 2013 R3 SP3

12. Designed to Deliver…today and tomorrow
Continuous delivery of
solutions that will improve your
ability to streamline business
processes, expose data
analytics that are intended to
reduce your internal costs and
enable an improved customer
service experience, while also
introducing new technologies
or solutions that enable you to
better compete in your market
space.

13. Delivering: IOT and Data Transformation
“Simple analytics of an asset’s data can reveal
basic insights.”
“More sophisticated analytics, applied to ASSET
data that has been POOLED with data from
EXTERNAL and ENTERPRISE sources,
unearth deeper insights.”
Source: Harvard Business Review, Oct 2015

14. Source: Harvard Business Review, Oct 2015
Pooled
Data
Descriptive
Diagnostic
Predictive
Prescriptive
Capture Product’s
Condition, Environment
And Operation
Detect Patterns that
Signal Impending
Events
Examine the Causes of
Reduced Product
Performance or
Failure
Identify Measures to
Improve Outcomes or
Correct Problems

15. New Modules coming soon!
Service Action Center
• Service Request entity, processes and forms
• Define and automate communications via custom workflows
• Integration service to manage requests for service from sources outside SMS, like:
• Service Channel
• Email
• Machines/Assets
Time and Expense Management
• Replacing eTimeTrack with a new ‘app’ that includes:
• Cross browser support (Chrome, Safari, IE, Edge)
• Android, iOS, Windows OS Support
• Feature alignment with TimeTrack
• Manager’s approval workflow
• Crew Time Entry
• Enhanced lookups

16. NEW! Integrations on the roadmap:
• Project Management (TBA)
• Job planning and resourcing
• Site events, RFIs, Documents
• Inventory Tracking (Appolis)
• Inventory management, integrated to JC/SMS
• Mobile-enabled on consumer devices
• Fleet Tracking (FieldLogix)
• Fleet, Location and Equipment tracking via real-time GPS,
mobile-enabled solution

17. Wearable Solutions for the Field
• Video/Image and Video Conferencing for MobileTech
• Integration to a cloud solution (TBA)
• Ability to embed access to videos and images captured in the field
using an embedded hyperlink in the Service Call Resolution Note
• Useful for:
• Site Safety Inspection
• Asset “before and after” repair evidence
• On rent/off rent condition
• Video assistance – live video streaming
• Video training – access to video-based education

18. Thank You!