OMD® Business Management System

Features

Accounts Payable

• Accounts payable aging
• Vendor discount management
• Automatic recurring expense payments
• Complete vendor/payee history
• Partial payments
• Automatic matching of P/Os, receipts and invoices
• Vendor cost variance alerts

Accounts Receivable & Collections

• Late charge management
• Simplified cash application
• Flexible aging reports
• Collection contact scheduling, result comments and collection letters
• Comprehensive account review
• E-mail or fax invoices
• Credit management
• Collection letter interface to e-mail, fax and Microsoft® Word
• National account revenue management

Bar Coding

Contract Invoicing

• Flexible time or meter use billings
• Time-block billing
• Flexible invoicing, including Pro-Rata
• Deferred contract revenue
• Lease and rental billing
• Combined equipment billing
• E-mail or fax meter requests
• Online meter entry
• Multi-meter equipment billing
• Spreadsheet invoices

Customer & Equipment Management

Financial Analysis/Management

• Report profit by branch, department, individual or division
• Compare multiple periods
• Account balance inquiry
• Budgeting
• Multiple open accounting periods
• Drill-down G/L—go from capabilities
• Bank reconciliation
• Supports multiple receipt and disbursement accounts

Fixed Assets

• Multiple depreciation methods
• Automated property tax invoicing
• End-of-contact-term management
• Revenue projections
• Serial and non-serial asset management
• Depreciation inquiry
  

Inventory Management

• Serialized inventory control
• Parts inventory management
• Multiple inventory locations
• Warehouse restocking, transfers and reporting
• Bar coding
• Kit and configuration management
• Multiple costing methods
• Product cross-referencing
• Dynamic inventory location stock levels
• Identifies inventory trends and usage, overtsock and negative on-hand quantites
• Demo and loaner tracking
• Accessory management
• Cartridge remanufacturing

Online Customer Service Center

Order Entry & Invoicing

• Set pricing by customer or product
• Customer purchase history
• Backorder management
• Quotations/order staging
• Third-party billing
• Customer credit management
• Point-of-sale capability
• Drop shipments
• Coupon/certificate sales and redemptions

Personnel, Payroll & Commissions

• Automated commission calculations
• Commission draw and deficit tracking
• Automated tax calculations
• Direct deposit
• Miscellaneous deductions: 401K, Cafeteria, etc.
• Electronic W2 filing
• Extensive employee and state/federal reporting

Profitability Analysis

• Detailed customer profitability analysis
• Supply yields management for tracking consumables
• Automatically generates orders for supply replenishment
• Complete serialized equipment history
• Contract profitability analysis
• Revenue allocation
• Consolidated reporting for large accounts

Purchasing

• Total company automated purchasing
• Purchasing based on usage
• Vendor P/O EDI
• E-mail and fax capability
• Purchase history inquiry
• Automated best price selection
• Automatic purchasing of non-stocked products
• Identify P/Os that are open, unapproved or exceed a pre-set dollar amount
• RMAs
• Internet purchasing with supply vendors

Reporting

• Library of over 500 standard reports
• Extensive suspect/exception reporting
• Generate reports by time frequency
• Summary or detail formats
• Print reports or view on screen
• Save reports as PDF files
• ODBC Data Dictionary — easy access to system data
• Customizable format options

Salesforce Automation

• Contact management
• Competitive placement and contract management
• Sales forecasting
• Telemarketing autodialer
• Direct mail programs and sales letters
• Lead generation and tracking
• Sales activity analysis
• E-mail and fax capability
• Microsoft® Word mail merge
• End-of-term identification

Service Dispatch & Management

• Call logging, dispatching and completion with automated invoicing
• Open call management and call aging
• Work orders
• Service history inquiry
• Automated tech dispatch paging
• Technician performance analysis
• Preventive maintenance cycle management
• Suspect performance reporting
• Depot repair
• Help desk and knowledge base
• Predicts problem solutions and required parts
• GPS integration
• Microsoft® MapPoint® interface

System Security

• Individual user authorizations
• Customized user menus
• Data field security
• Restrict user access to job-specific information
• Restrict printers to specific individuals or groups

Optional Features

MWAintelligence Integration

With more than 18,000 users today, MWAi has helped businesses around the globe improve customer service and retention with their intelligent Service and intelligent Assets applications. The OMD system fully integrates with both of these solutions — making ECi the only provider to offer a true end-to-end solution for service and remote asset automation.

Remote Field Services

The industry's most complete remote service management tool, which includes features for:

• Service and supply chain management
• Dispatch automation
• Mobile workforce
• GPS tracking
• Results feed into MWAi management dashboards and your ECi business system

Many equipment dealers have estimated ROI from this solution to be a yearly savings of at least one technician salary. Find out more about what OMD users are saying about MWAi.

Remote Asset Management

This portion of the MWAi platform allows users to remotely manage equipment, including networked data collection. All resulting data is delivered to your ECi business system for billing, reporting, service alert notification, consumable ordering, etc.

Web Storefront Option for Supply Sales

For dealers with a profitable sideline in consummables – or for those who would like to cultivate one – OMD integrates with ECinteractive, the premier web storefront for office products sales.

• Intuitive, user-friendly Web storefront
• Real-time integration with OMD
• Quality customer experience: see order status, complete account history and customer-specific pricing
• Machine matching tool helps customers locate supplies and consumables
• Built upon advanced framework of AJAX and .Net for peak user experience

Training & Support

Implementation

Implementing a new business system doesn’t have to be a challenge. With an implementation methodology that has been proven and perfected over 30 years of industry experience, ECi helps you get the maximum benefit from your technology investment.

Average implementation times run between 6 to 12 weeks, depending on the size of your business, your training requirements, and the amount of data you want to convert.

New Customer Training

We’ll assign an implementation specialist to get you up and running on OMD as soon as possible. In-depth software training is provided through a combination of webinars and phone-based training sessions. Training is conducted using your own business data as an illustrative tool, and is designed to help your staff become immediately productive with the software. 

In addition to basic software training, your implementation specialist will answer questions,  help you customize the software’s numerous options and preferences, and help you set up your hardware in OMD.

As a new ECi customer, you also receive one, four-day on-site training and one year of free training webinars!

• An experienced OMD trainer will come to your site to provide additional software training and help you set up the software to match your business flow.
• OMD hosts weekly training webinars. These webinars supplement our basic software training, providing more in-depth instruction in specific topics.  You can participate in as many of these webinars as you wish during your first year as an OMD customer at no additional cost.

Data Conversion

ECi understands that your customer records and transaction history represent the lifeblood of your business. When switching software packages, it’s critical that you continue to have access to this information. Our implementation process includes a thorough, accurate conversion of selected business data. Choose from two conversion options:

	Basic Conversion	Full Conversion
Customer Records
Vendor Records
Inventory Records
Machines in the Field
Charts of Accounts Numbers
Maintenance Contracts
Payroll Records
Commission Records

ECi can also convert other types of business data, such as sales and invoice history, service history and prospect history, depending on your specific needs and business objectives.

Training Services

Whether you’re a new user or a long-time customer who needs to break in new employees or implement additional features, ECi offers training to help you make the most of your technology investment. In addition to regular classes and webinars, we offer personalized on-site and web-based training. We also present training seminars as part of the OMD User Group meetings.

OMD Training Classes

ECi offers training classes for both new and existing OMD customers. Classes are held in the dedicated training facility at our Jefferson City, MO facility (the headquarters of our OMD business unit) and offer hands-on instruction in a focused environment, free from the distractions of your normal workday.

These classes are the perfect training opportunity for dealers who :

• Are new to the OMD software
• Want to expand their use of the software
• Have new employees who need to learn how to use OMD

On-Site Training

To minimize disruptions of your business and time away from work, we make our specialists available for on-site training sessions. With a curriculum personalized to your specific objectives and business requirements, this type of training can be especially effective for companies that need to train multiple employees or to give specialized instruction to employees in key areas of your company. In addition to conducting classes, trainers can:

• Assist with software implementation
• Configure software applications to meet your business needs
• Incorporate new software applications into your existing business practices
• Demonstrate specific software features
• Perform business audits and make specific recommendations for improving operational efficiencies

Webinars

A low-cost, timesaving alternative to traditional classroom training, webinars supplement our OMD Training Classes by offering web-based instruction on specific system topics. Administered remotely by one of our experienced instructors, class content is displayed via the Internet while you interact with the instructor and the other students in teleconference.

Training webinars are offered on a weekly basis with content covering a wide range of topics. These Web-based classes are an excellent opportunity to train a large number of employees cost effectively with a minimal time investment and no travel costs.

All new OMD customers receive one year of OMD webinars at no additional cost!

Custom webinars

Some companies need training tailored to their specific needs, or that is tightly focused on specific software features, but don’t have the budget to bring a trainer on site. Custom webinars offer an effective (and cost-effective) alternative.

You’ll benefit from a highly personal training experience, with classes customized to your objectives and conducted via the Web and teleconferencing. And since there are no travel requirements, custom webinars can be scheduled relatively quickly, making them an attractive solution for companies unwilling to wait for the next webinar or training class, or who need:

• Rapid training for a new employee or replacement key operator
• Training in a software feature not covered in the standard webinars
• Personalized training in implementing specific applications

Support

When you have a question about your OMD software, ECi offers multiple resources for getting the help you need.

Online Help

Have questions? With OMD, help is never more than a click away. The software includes extensive online help files to guide you through virtually every system operation.

Technical Support

When you call ECi, you’ll speak to a qualified technical specialist who understands your business as well as the software: ECi support technicians have an average tenure of 8 years with the company, and many have hands-on experience working in equipment dealerships just like yours.

Web Support

Our Web site includes numerous support resources for OMD users, including Frequently Asked Questions (FAQs) documents, information on new and planned enhancements, and self-study training courses. You can also request software releases or open new support calls.

Special Project Support

Regular business hours aren’t necessarily the best time for software tasks such as updating inventory, performing system maintenance or loading software updates. Wouldn’t it be nice to have support available whenever you need it, regardless of whether it 10 a.m. on a Saturday or 10 p.m. on a Tuesday? With OMD, you can. We offer after hours support for defined time periods, giving users the option to have a personal support tech on call for those special projects or system upgrades.

System Requirements

Server
CPU	2.0 GHz or greater Properly sized single or multiple Intel or equivalent processor(s) based on number of clients
Server Software	Windows 2000 Pro or greater
RAM	1 GB or greater
Disk Space	Software: 1 GB Data: 4 GB or greater depending on volume RDBMS: 10 GB or greater depending on volume
CD ROM	SCSI or IDE Required
Network Integration	100 MHz or greater Network Interface Card (NIC) required
Backup System	User preferred device
Uninterrupted Power Supply (UPS)	Recommended

Client
CPU	2.0 GHz or greater
Server Software	Windows 2000 Pro or greater
RAM	512 MB or greater
Disk Space	1 GB
CD ROM	SCSI or IDE Required
Network Integration	100 MHz or greater Network Interface Card (NIC) required
Backup System	User preferred device
Uninterrupted Power Supply (UPS)	Recommended

Application Server*
*Required for remote site(s) only if Terminal Server or similar software is not used.
CPU	2.0 GHz or greater
Server Software	Windows 2000 Pro or greater
RAM	512 MB or greater
Disk Space	1 GB
CD ROM	SCSI or IDE Required
Network Integration	100 MHz or greater Network Interface Card (NIC) required
Backup System	User preferred device
Uninterrupted Power Supply (UPS)	Recommended

Other
Printer	PostScript printer required for PlanetPress forms
OMD Remote Support	Internet connection required

Multiple Branch/Remote Site Installations

The OMD system supports multiple branch and remote site installations. The configuration for hardware, software and communication connections to facilitate remote sites can vary depending upon the operating system selected, the availability of local communication network support and the communication products from your local phone company. We recommend contacting your local providers to determine the most efficient and costeffective method of supporting remote sites. OMD Technical Support is available to assist with specification review and installation recommendations.