Join the experts at BAASS to explore the endless possibilities and client success stories associated with our BAASS Development Tools. We’ll introduce you to various add on-tools we’ve developed in-house to meet your tailored business needs in every line of work. From ERP add-ons to CRM customizations for your business, our team at BAASS will share it all.

1. Custom Development Services
Meet your unique business
needs
Presented By:
- Bharti Meisuria
- Zainab Salihi

2. Agenda
When
What
2:00 – 3:00 pm
Explore the endless possibilities with our custom development
expertise

3. Session Introduction
Custom Development Services
A key component to delivering a complete solution
Complete
Solution

4. What is Customization
Customization is:
o “to modify, make, or build according to individual specifications or
preference”
Needed for:
o extend functionality to meet your unique business needs
o make the process efficient and accurate
o establish required controls

5. Delivering Development Projects
Structured approach and proven methodology for success:
Initiation
Design
• Project Scope
• Baseline Plan
• Solution Design
• UAT Preparation
Build
• Software Development
• Internal Testing
Monitor
• User Acceptance Testing
• End-User Training
Go-Live
• Acceptance and Sign-Off
• Release System to Users

6. Services Offering
ERP
Input
CRM
Output
HRIS
Interfaces
BI
Add-ons

7. Development Request Types
Input
Output
Application
Business Logic
Add-on
Interfaces

8. Data Input: Simplified
 Use MS Excel to enter data & generate appropriate batches in
Sage 300 ERP

9. Data Input: Simplified
 Use MS Excel to enter data & generate Timecards in Payroll

10. Input: Capture Data in the Field
 Create “fillable” PDF forms
 Use BAASS application to
extract & import data into any
application
Increase data accuracy for data collected in the field
Re-use data collected for multi-purpose

11. Input: Capture Data in the Field
 Create “fillable” PDF forms
1 Capture Order
data in PDF
forms
Sage 300 ERP
2
Run through
PDF processor
Orders created
3 in ERP system

12. Input: Acquisitions Transition
 Define business rules
 Map the source & target data
 Create custom package to
transform data
 Test, Use & Re-use package
for all future migrations
 Meet all of the data audit compliance requirements
 An approach with minimum time and effort for migrating
newly acquired entities

13. Input: Excel Invoice Import in CRM
 Custom File Import Dialog built into CRM

14. Output: Analyze Data in Excel
 Identify columns of data required and generate
MS Excel output

15. Output: Meaningful Data

16. Output: Custom Mail Merges

17. Output: Analytical Custom Reports
 Ability to create complex custom reports with parameters

18. System Interfaces & Integrations
 Interfaces include
o Finance & Payroll Systems
o Human Resources Management & Payroll Systems
o Timesheet & Human Resources Management System / Payroll Systems
o Many others
 We follow best-practices to ensure data integrity is protected & meet audit
requirements
Source
Staging
Audit reports
Target

19. Integration: CRM & Eloqua Example
 Integration to external systems
 Mapping screens to allow configuration by administrators

20. Integration: Using External Tools
 Provide complex orchestration and scheduling of integration between
disparate systems
 Allows “mappings” instead of programming

21. Add-ons: WHAT are they?

Enhance or extend the core application functions

Plug and play capability to quickly enhance your applications

22. Add-on: Price List Update
 Item Pricing

23. Add-on: Price List Update
 Item Pricing - Import

24. Add-on: For unique needs
 Use data from external source(s), import, perform edits, import in Sage, generate
reports etc.
Select source data –
CSV / Excel etc.
Edit source data or
Import from source
files into Sage
Other buttons for
advanced functions

25. Add-on: Optional Field Editor
 Optional Fields Editor

26. Add-on: Label Printing

27. Add-on: BI

28. Clients Using Custom Solutions

29. Clients Using Custom Solutions
 Why: Client needed to create a single sales order for the customer. When the sales order
was shipped & invoiced, the system needed to generate multiple (split) invoice for all the
funders on the sales order
 What: Created a Sales Portal to read data from CRM, create Sales Orders in ERP, track
appropriate business rules to generate the invoices and generate multiple invoices in ERP

30. Create Custom Functionality
 Why: Client needed to track time “forecast”, update the forecast to reflect “actual” time,
route through workflow for approval and create timecards in Payroll
 What: Created a application to simplify creating weekly timesheet forecast (schedule),
allow updates & convert to timecards – all edits are tracked for audit reports
Quick action
buttons: to check
status of timesheets
by store, create
timecards & reports

31. Add-on: Operations Inquiry
Allows quick searching for Inventory Control and
Order Entry information from the Main Find Menu
Targeted to Sales people and Customer Service
Allows full drill-down and emailing capability

32. Add-on: Operations Inquiry

33. Add-on: Advanced ERP Query Tool
Allows creation of Groups based off of real-time
querying of the Sage 300 ERP system
Targeted to Sales and Marketing staff for cross-sell,
up-sell opportunities
Uses Sage’s ERP Query tool as the base but takes it to
the next level!

34. Add-on: Advanced ERP Query Tool

35. Add-on: Advanced ERP Query Tool

36. Add-on: Google Maps View
Displays the Google Map for addresses in various
areas of the CRM system including at the Company
level, Address screen and within Groups.
Map directions from each user’s office address.

37. Add-on: Google Maps View

38. Add-on: Eloqua Integration
A complete bi-directional synchronization between
Sage CRM and Eloqua
Access to client behavior and marketing
communications within CRM
On a scheduled basis, Eloqua pulls recently modified
and newly created leads in your CRM database which
then populates the related records in Eloqua

39. Add-on: Eloqua Integration

40. Add-on: Eloqua Integration

41. ERP Dashboard in CRM
 “The BAASS ERP Dashboards for Sage CRM provides in-depth and real-time financial
analytics from your Sage 300 ERP system through ready-made, role-related
Dashboards”.

42. ERP Dashboard in CRM

43. ERP Dashboard in CRM

44. Summary…
 We have the expertise and the experience to deliver various types
of customization services
 We have created the methodologies for development process and
procedures to ensure success

45. Thank You !
Talk to your Account Manager, email
or visit our booth for more information