INFOTECH SIGN365

INTRODUCTION

INFOTECH SIGN365 is a comprehensive cloud-based industry solution built on Microsoft Dynamics 365 Business Central to meet the specific needs of the sign industry.  Business processes have been enhanced to support the project/job-oriented nature of this industry and the processes required to sell, fabricate and install industrial signage.  INFOTECH SIGN365 can be implemented with Business Central as an entirely new ERP solution for companies that do not already have Business Central or can be implemented as an enhancement to existing Business Central ERP deployments.

CAPABILITIES BY PROCESS AREA

Each of the main business process areas of Microsoft Dynamics Business Central have been enhanced to support the overall needs of the industrial sign industry. Several hundred enhancements have been made to the tables, table extensions, pages, page extensions and reports. Some of the key functional improvements are listed for each process area.

General

• Role Centers configured for Operations (General), Operations (Advanced), Shop Floor, Shop Floor Supervisor, Accounting (Base), Accounting (General), Custom
• Overall functional capabilities to support project/job organization for sales, installation and service of commercial and industrial signs and signage.
• Base templates for data migration for ease of deployment
• Multiple screens provide fast access to history of sales and procurement documents
• Integrations to SharePoint with template folder structure
• Expanded use of comment fields with rich-text editor in multiple process areas
• HR elements for employee teams, PTO management, raises/reviews, and employee information

Financial Management

• Security Enhancements to user permissions for visibility of
• Chart of Account balances and resource costs for projects/jobs
• Project profitability analysis and discount tracking
• Accounting Role Center for project related elements
• Define posting groups to capture costs by department or project type
• Integration to payroll from shop floor collection tied to projects/jobs
• Enhanced WIP and revenue recognition for tracking costs/revenue from projects/jobs
• Customer ledger tied to project/job for direct visibility of payments to projects/jobs
• Ability to accept and manage multiple customer deposits tied directly to sales orders/projects
• Invoices reflect customer deposits applied to sales orders/projects

Sales & Service Management

• Subcontractors (vendors) for installation, with W-9’s, certification expiration, and rating system
• Population of Sales Order from project/job planning
• Recurring sales documents for periodic payments for leases and services orders
• Ability to take customer deposits and apply to sales documents
• Link opportunity to project/job for creation of project from the opportunity and win/loss update of opportunity record
• CRM deployment with email logging

Project/Job Management

• Project/Jobs expanded to support project costing and analysis, project tasks and resources, parts, services, tools and equipment, and installation timing information
• Expanded projects/jobs pages to include details for quoted jobs, ordered jobs, uncompleted jobs, closed/lost jobs
• Creates default project tasks from user-defined templates
• Estimating Tool that provides ability to generate quotes with material, labor and construction costs for new sign projects with feeds from Business Central
• Project accounting to track actual versus quoted costs and report project profitability.
• Provides multi-level project and subproject capabilities for production and services, with ability to produce and stock subassemblies
• Additional Fact Boxes for items and projects to provide visibility into supply and demand and estimates vs. actuals

Supply Chain Management

• Procurement of materials to projects/jobs
• Recurring purchasing documents for ongoing subcontracting or services provided
• Ability to apply margin to purchased parts to reflect a desired material cost when purchased to a project
• Dedicated page for receiving products into inventory or assigned to projects

Operations Management

• INFOTECH Shop Floor Control
  • Time and attendance tracking for payroll
  • Ability to clock in to multiple projects simultaneously with splitting options
  • Shop floor labor collection tied to project/job for costing and payroll support
  • Track across multiple shifts and breaks
  • Supports payroll distribution internally or from an outside payroll provider
  • Ability to log onto a project/job task using an entry screen or bar code/QR code scanner to collect labor cost for a part or job
  • Screens for simple recording of outputs and material consumption with bar code and QR code support
  • Supervisor role center and review screens for review, edit and approval.
• Outsourcing to subcontractors for outside operations
• Resource groups expanded for defining and tracking teams – shop, install, service
• Tools and equipment inventory list

Reporting & Analytics

• Almost 90 reports covering all business process areas, including 50 in Project/Job Management
• KPIs added for headlines, insights and stacks for application to role centers
• Display of commissions percentage on project/job cost report
• 12-column layouts for better designed financial reports
• INFOTECH Document Management
  • Drag and drop files, emails, photos, videos, etc. directly into Dynamics 365 Business Central as attachments on most pages (cards and lists)
  • Attachments travel with business processes – for example, from quote to order to shipment to invoice
  • Take pictures or videos on your device and attach to Business Central
  • Built-in image/video/PDF viewers
  • Store wherever you need to (Internal Storage, Azure File Share, SharePoint)
  • Organize with a file structure that suits your business

Workflows & Notifications

• Approvals
• Incoming documents
• PowerBI Integration
• PowerAutomate Integration