The document summarizes updates and planned improvements to the Exact Synergy Enterprise software. It describes new features added in product update 247, including improvements to user roles and licenses. It also outlines plans for product update 248, focusing on enhancements to service management functionality. Finally, it provides a high-level roadmap for 2012, including improvements to project management, financial management, mobile apps, and Exact integration.

1. Exact Synergy Enterprise
Ronald Voets
© 2010 Exact |

2. Agenda
Exact Synergy Enterprise product
update 247 (general available)
Plans Exact Synergy Enterprise
product update 248 (planned for
January 2012)
Roadmap 2012
Synergy Experience © 2010 Exact | 2

3. Exact Synergy Enterprise product update 247
© 2010 Exact |

4. Improvements to license roles
Synergy user • Monitor section available
• Access HRM module
Employee Self-
• View subordinate personel cards and requests
Service role
• Create and view vacancies within cost center
Incoming Invoice
• Delegate and assign delegation to IIR users
Register role
CRM role • View person-specific request
Synergy Experience © 2010 Exact | 4

5. Calendar management
with Synergy Office Integration
Link your project, account and contact to the appointments you
create in MS Outlook
Synergy Experience © 2010 Exact | 5

6. Quotations
fully integrated with Exact Globe
Item information (e.g. price) retrievable directly from
Exact Globe
Division field available on a quotation card
Synergy Experience © 2010 Exact | 6

7. New Exact Synergy Enterprise design
With customizable dashboards and
enhanced mega menus navigation
Synergy Experience © 2010 Exact | 7

8. Professional Services Automation:
Capacity planning
Synergy Experience © 2010 Exact | 8

9. Professional Services Automation:
Planning a timeframe
Synergy Experience © 2010 Exact | 9

10. Professional Services Automation:
settings
Synergy Experience © 2010 Exact | 10

11. Professional Services Automation:
Improvements to hour/expense entry
Synergy Experience © 2010 Exact | 11

12. Exact Integration
Available as of August
New features as of product update 247:
Batch updates of items
Restarting entity services automatically
Restoring database
Synergy Experience © 2010 Exact | 12

13. Central Master Data Management
Status
In controlled release:
• Accounts as of PU245
• Items as of PU246
• General ledger accounts
Synergy Experience © 2010 Exact | 13

14. Small enhancements based on
direct customer feedback
Setting project status during creation
Timestamp with a full name of a user
Mandatory fields when rejecting request
and many more...
Synergy Experience © 2010 Exact | 14

15. Exact Synergy Enterprise product update 248
© 2010 Exact |

16. Service management
Optimize service activities of
wholesale trade and
manufacturing companies who
service on the products they sell
via a primary business process
Synergy Experience © 2010 Exact | 16

17. Service management
Service agreement linked for service contract
Synergy Experience © 2010 Exact | 17

18. Service management
Service contract with configuration and agreements (conditions)
Synergy Experience © 2010 Exact | 18

19. Service management
Service order configuration selection
Synergy Experience © 2010 Exact | 19

20. Service management
Invoice proposal, editable before sending to Exact Globe
Synergy Experience © 2010 Exact | 20

21. After the initial launch of Exact Service Management
solution and the controlled release
phase, we plan to implement customer
feedback in product update 248
© 2010 Exact |
2009

22. Professional Services Automation
To optimize from a business process point of view and to
integrate with existing modules, such as CRM and HRM:
Finalize project planning screen based on feedback extended
controlled release customers
Consultant: collaboration on documents
Project manager: A revamp of project types (Projects), Full
integration with opportunity management (CRM), Better
skills & competencies use & search (HRM), Budget & rates
cockpits, % of completion for deliverables, Order &
dependencies for deliverables, Gantt charts and Export to &
import from MS Project.
Project controller: Invoicing cockpit (any additional invoicing
lines, flexibility in groupings & sortings, margins), Overtimes
and Integration with IIR
Synergy Experience © 2010 Exact | 22

23. Other improvements
Small enhancements based on customer feedback:
Synergy Office Integration
Integration Outlook/ Exchange 2010 with Exact Synergy Enterprise
CRM role: full rights in the module customers
Synergy Experience © 2010 Exact | 23

24. Mobile
Enhance iPhone app 1.1 and iPad app 1.1 based on direct
customer feedback, including dashboards
Introduction of Android app
Synergy Experience © 2010 Exact | 24

25. User experience
Completion for the following users:
Synergy User
Employee Self-Service User
Synergy User with hour entry role
Introduce CRM user in new design
Synergy Experience © 2010 Exact | 25

26. Exact Synergy Enterprise Configurator
Meet customer expectations with regards to supporting
primary and secondary business processes
- By making Exact Synergy Enterprise more flexible and to be
extendible with additional (vertical) solutions
- Without large investments in time and money
for customers and partners
- So we can score more deals and sell more
Exact Synergy Enterprise licenses
Synergy Experience © 2010 Exact | 26

27. Exact Synergy Enterprise Configurator
HRM Projects Documents Workflow Solution
Homepage Solution
Entitities: Search ?
Show Reset Count Default Close
Projects
Criteria Templates
Configuration
Criteria A Type Private
Documents Criteria B Status Multi select Save
Columns
Column 1 Column 1 Column 1 Column 1
Entities Text Text Text Text
Text Text Text Text
Text Text Text Text
Consultant / Expert Package & Deploy
Setup
HRM Projects Documents Workflow Solution
Homepage Solution
Entity Type: Code + Description ?
Created: Modified:
State: Current State
Projects Edit Action X Action Y Close
Section 1 Section 2
Documents
Monitor Section 4
Entities
Documents Requests
Projects
Children Add New
Members New
Name Job Title Start Date End Date Action
Resource A Resource A xx-xx-xxxx xx-xx-xxxx Edit
Resource B Resource B xx-xx-xxxx xx-xx-xxxx Edit
Tab A Tab B Tab C
Solution
Customer / Users
Synergy Experience © 2010 Exact | 27

28. Exact Synergy Enterprise Configurator
Synergy Experience © 2010 Exact | 28

29. Exact Synergy Enterprise Configurator
Synergy Experience © 2010 Exact | 29

30. Exact Synergy Enterprise Configurator
Synergy Experience © 2010 Exact | 30

31. Exact Synergy Enterprise Configurator
Synergy Experience © 2010 Exact | 31

32. Exact Synergy Enterprise Configurator
Synergy Experience © 2010 Exact | 32

33. Exact Synergy Enterprise Configurator
Synergy Experience © 2010 Exact | 33

34. Central Master Data Management
Status
In controlled release:
• Accounts PU245
• Items PU246
• General ledger accounts PU247
Product update 248:
• People
Synergy Experience © 2010 Exact | 34

35. Roadmap 2012
© 2010 Exact |

36. Professional Services –
High level roadmap for 2012
1. Improve Project management:
1. Track, report and analyze project performance
2. Work with standard KPIs and simplified working with rates
3. Integration of personal & project activities with rates
2. Financial management
1. Batch processing of timesheets
2. Complex budgetting and proactive dashboarding
3. Technology:
1. Focus on convenience
2. Improve usage of mobility
Synergy Experience © 2010 Exact | 36

37. High level roadmap technology
General
Multi browser enhancements
Complete configurator functionality
Technology adoption (Windows 8, Office 2012 etc.)
Small enhancements based on customer votes
Mobile
Proposition / role-based enhancements for apps
Improve support for tablets
Synergy Experience © 2010 Exact | 37

38. High level roadmap technology
Exact Integration
Multiple divisions on all
supported entities
Synchronize your data on
startup
Recoding and Merging
Support SDK / Custom
solutions
Synergy Experience © 2010 Exact | 38

39. © 2010 Exact |
2009