Building the Business

Your Way!

Agenda

Introduction to Blue Link Blue Link Solutions SQL - Overview What’s New?

International & USA Versions Add-on Modules Update on Third Party Integration

Blue Link PerfectFit Overview PerfectFit Examples

Pricing, Support, & Remote

Blue Link

Founded a decade ago by CA turned Developer Canadian based organization Solutions introduced in 1995 Install base of over 1500 users across Canada

and into the United States Staff includes Accounting Professionals,

Business Consultants, and Microsoft Certified Engineers

Blue Ranked #1!!

2001 - Blue Link was ranked #1 in the beginning -middle market by Alan Salmon’s Accounting Industry Survey in Canada

Here’s why: Out of the box or PerfectFit – your choice Selection of add-on features – your choice Appropriate upgrade path using MS SQL Server – your

choice Available E-commerce add-ons – your choice Helping you to build your business your way!!

Want to know how to provide timely answers to your customers, vendors,

and staff?

With an Integrated Business Solution!

Where the following modules are fully integrated: Accounting Modules Inventory Management Sales Management / Analysis Value Added Features Blue Link Add-ons Third Party interfaces

Developed specifically for the MS Windows environment

Designed for midrange businesses in the $1 to $100Million Revenue Range

Blue Link comes in 3 flavours: Controller, Professional, and Elite

Features Comparison ListFeatures Comparison List

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Brief Overview

Solutions Interface: How to navigate: tree, drop-down menus & quick short-

cuts Screen layout: Customer & Inventory Master

Key Highlights: Sales Order – Purchase Order integration Alternate Payment Vendor

Some Reports: A/R Aging Reports Executive Summary Screen

There are several ways to There are several ways to navigate in Solutions. Let’s navigate in Solutions. Let’s

take a look at them now.take a look at them now.

Navigating in Blue LinkNavigating in Blue Link

Customer ScreenCustomer Screen

Like the Customer Screen, the Inventory Screen is designed

to deliver relevant information to the end user in

a timely manner.

Inventory ScreenInventory Screen

Our Sales Order to Purchase Order integration means that you can quickly link backordered items to a

new or open purchase order without leaving the

Sales Order screen.

Sales Order/Purchase Order Sales Order/Purchase Order IntegrationIntegration

Alternate Vendor PaymentAlternate Vendor Payment

Ability to purchase goods from one vendor Ability to purchase goods from one vendor and pay another vendorand pay another vendor An example would be purchasing paper from Staples An example would be purchasing paper from Staples

Business Depot with your Visa – you want to be able Business Depot with your Visa – you want to be able to cross reference the purchase history from to cross reference the purchase history from Business Depot with the payment to VisaBusiness Depot with the payment to Visa

You can chose to pay the alternate vendor You can chose to pay the alternate vendor when issuing a voucher or when you are when issuing a voucher or when you are going to pay the vendorgoing to pay the vendor

The history will be cross referenced on the The history will be cross referenced on the vendor screensvendor screens

Here is an example of the alternate payment transaction when we are

about to pay a Vendor invoice.

Here is the example where the AP invoice has been entered already,

and you choose to pay with an alternate vendor.

Blue Link has several different AR reports for you to choose from.

The following slides will review the following unique reports: Detailed Transaction Report - this report

allows you to look at a specific client or group of client’s AR position from a point in time going forward; allowing you to quickly locate a specific transaction or group of transactions in a timely manner.

Retroactive Listing and Aging – these reports allow to look at a specific client or group of client’s AR position from a point in time back; allowing you to cut-off your AR for a month or year end, and still providing you with the capability to post an adjustment back and see how it impacted on the AR at that time.

A/R Aging Reports

Blue Link’s Executive Summary Screen provides a very fast and effective overview of critical business issues AR and AP Aging Cheque Register Deposits to be

Processed Current Bank Account Balances Net Income for Current Month and

Year Inventory Value Financial Ratios

Executive Summary Screen

What’s new?

SQL Server backend Add-ons that make a difference:

Apparel Matrix Service Repair Inter-Company Posting Point of Sale Lot Tracking

New Third Party Partners: SumWare Remote HROffice from Ascentis Business Alerts by WorkWise

SQL Server 2000

Benefits of a SQL Server Solution: Ease of Use – transparent to end users Reliability – rarely down Scalability – manages large transaction

volumes and concurrent users Performance – Can perform far beyond

your present needs Security – Has its own security, and

utilizes Microsoft Window’s security

New Features

Automatically Reverse History Invoices

Copy History Invoices A/R Collection Screen Sales Order / Purchase Order

Integration International Tax Structure

With a few clicks of With a few clicks of the mouse you can the mouse you can either reverse an either reverse an

invoice or reverse it invoice or reverse it and reinstate the and reinstate the

original sales order original sales order with a full audit trail with a full audit trail

to track the to track the changes.changes.

Reverse History InvoicesReverse History Invoices

Copy History InvoiceCopy History Invoice

AR Collections ScreenAR Collections Screen

This is the only screen that a Credit Manager or AR Clerk should ever need to look at. It can do the following: Review all outstanding items – You can sort

outstanding invoice information by specific fields of your choice.

Provides key customer information such as: Sales History, Aging, Open Orders, RMA’s, Comments, Contact Notes, and Payment History.

Send a PDF report to your customer with all or any one of the following: Statement, Detailed Aging, Dunning Notice, and Outstanding Invoices

UK & USA Versions

Blue Link is pleased to deliver UK & USA specific solutions!

What are the key differences? UK: VAT is the major difference USA: up to 4 levels of sales tax, terminology, etc.

Four Levels of Tax AuthoritiesFour Levels of Tax Authorities

Add-on modules:

Truck-Service Repair Apparel Matrix Web.Venture (E-commerce) Lot Tracking Enhanced Job Cost FIFO Backorder Priority Fulfilment Point of Sale Inter-company Transactions Track N Bill (Work order Management

and Time Billing) Expense Tracker (Expense Reports) Asset Register (Fixed Assets)

Add-ons – A closer look

Let’s take a look at a couple of Blue Link’s Add-on products: Apparel Matrix Sales Budgets

Apparel MatrixApparel Matrix

This is what the matrix looks like when used in either Sales or Purchase

order

Sales BudgetsSales Budgets

This form allows the user to enter multi-year budget figures for a

specific class of products on a class by class, customer by customer

basis.

Notice how you can choose to review the budget,

actual, or variance information.

Here is a budget by Product Class for this specific

customer.

3rd Party Integration

Microsoft Office SumWare – Palm utilization (remote) Ascentis Software - HROffice ProQuote – enhanced quoting Scancode – enhanced freight mgmt Workwise – Proactive automated alerts CaseWare – working papers Crystal Reports - reporting Maximizer & Goldmine - CRM

Microsoft Office Integration

Microsoft Word Creating a Mail Merge Integration with templates

Microsoft Outlook Create contacts, appointments or tasks

within Solutions

Microsoft Excel Creating a Pivot Table/Online data analysis

SumWare Remote

SumWare Remote provides the ability to utilize Palm technology to accept orders from client sites or trade shows; or, generate work orders as a service technician.

SumWare will then allow you to upload this information to head office via modem and download updated customer or inventory information, saving you days of manual data input.

SumWareSumWare

HROffice

Looking for a powerful, flexible, and cost effective HR Solution? Wizard based set-up screens Manage your benefits, attendance, compensation,

and employees in a very timely manner Very cost effective!! Starting at less than $500 for

10 employees!

Quick overview of HR Office

HR OfficeHR Office

PerfectFit

Consultant’s Frustration 101: Client has specific needs that no off-the shelf package can

fulfill Consultant is reluctant to recommend a package that forces

the client to change successful business practices Consultant is even more reluctant to recommend a custom

solution: once you customize, you are stuck with that version of the software, and cannot upgrade without losing customized functionality

What’s a poor consultant gonna do?

PerfectFit CustomizationPerfectFit Customization What is PerfectFit? The answer for clients who

need more than an off-the-shelf solution, and want to lower their risk when looking to a custom solution – and most of all, maintain an affordable upgrade path.

Benefits of Blue Link’s Custom Methodology: Fixed Price Quote – How? Needs Analysis Substantial Testing by developer, consultant, and

client with a 90 day warranty on delivery Fixed % Upgrade Fee

Industry Examples: Food Distribution, Educational Services, Medical

Supplies Distribution, Chemical Distribution, and HVAC Services, Fashion Industry, Print Industry, Publishing/Distribution…

PerfectFit Example - SimplePerfectFit Example - Simple

Background: Background: Photocopier sales & servicePhotocopier sales & service Growing customer baseGrowing customer base Unique approach to service contract – involved customer in Unique approach to service contract – involved customer in

decision processdecision process

Issues:Issues: Extensive manual process to compile monthly service Extensive manual process to compile monthly service

contract invoicescontract invoices Growing customer base = increased time commitmentGrowing customer base = increased time commitment

Solution:Solution: For < $5000, Blue Link developed a solution that decreased For < $5000, Blue Link developed a solution that decreased

time commitment from over several weeks to less than 2 time commitment from over several weeks to less than 2 days per month.days per month.

Developed input screen where updated page count is Developed input screen where updated page count is entered, and with the click of a button, all sales orders are entered, and with the click of a button, all sales orders are producedproduced

Benefit: Dramatically increased efficienciesBenefit: Dramatically increased efficienciesThese are the newly added fields.

PerfectFit Example - ComplexPerfectFit Example - Complex

Background: Background: Provide architectural hardware, locksmith, and Provide architectural hardware, locksmith, and

security industry with electric locks, door security industry with electric locks, door hardware, and access control products.hardware, and access control products.

Issues:Issues: Were managing several innovative business Were managing several innovative business

processes using separate systems and manual processes using separate systems and manual workarounds, as no single business management workarounds, as no single business management system was able to handle all these requirements. system was able to handle all these requirements. Constantly evolving business = constant need for Constantly evolving business = constant need for changing processes.changing processes.

Solution:Solution: Blue Link was able to develop a solution that Blue Link was able to develop a solution that

specifically fit client’s processes at a very specifically fit client’s processes at a very competitive price point that could not be matched competitive price point that could not be matched considering the level of custom that was delivered. considering the level of custom that was delivered. Our client continues to have ongoing custom as Our client continues to have ongoing custom as the following screens indicate.the following screens indicate.

Benefit: Ongoing flexible solution as requiredBenefit: Ongoing flexible solution as required

We have increased the depth of our Production

Module.

This is Blue Link’s default

Production Control Screen.

On this screen, we have integrated their

own scanning equipment & database

into our Purchase Order Receiving

process.

Blue Link Pricing Solutions is available in 3

versions: Controller - $5,000 (5 User) Professional - $7,500 (5 User) Elite - $10,500 (5 User) (Additional 5 User Packs - $1,500)

Add-on Pricing (sample): Web.Venture - $7,500 Track ’N’ Bill - From $1,500 Expense Tracker - $750 Point of Sale - $1200 Asset Register - $900

Blue Link Support Blue Link has put a unique spin on its

support methodology. Here is why: Blue Link does not have a support staff Instead, Blue Link has a rotational

support roster Blue Link’s knowledgeable developers

and consultants rotate through support on a weekly basis.

This ensures that our users are working with very knowledgeable members of our team who know their business and understand our products very thoroughly

To learn more about Blue Link’s services, please download our Customer Service Guidebook from our website

Terminal Server

What is Terminal Server?

The Business Application Remote Connectivity Increased Performance

Hotel

OfficeSales Rep

I thank you for your time!

If you have any further questions, please feel free to send me an e-mail or call me.

Grant WaldmanChannel Manager

grant@bluelink.ca

Aim higher