We understand that no two companies work in the same way. Browse
through our product brochures to see how we can make a value added
difference to your business.
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Find out about the latest version of SunSystems - Infor10 Financials Business (SunSystems). It's more than just a re-brand, it's a major step forward by the product author.
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Touchstone Group has over 28 years of experience working behind the scenes supporting over 1,400 UK businesses with the management of their business-critical IT systems. Download this brochure to find out about our market-leading consulting and support services for Microsoft Dynamics CRM.
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SunSystems eXFM product brochure. An all-in-one financial management, budgeting, forecasting and planning solution.
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Businesses today need to maximise the value of their relationships. With Microsoft Dynamics CRM business software and the xRM application framework, organisations can quickly and easily extend their CRM solution and build custom applications to track any business relationship, without compromising features, capabilities, budget or delivery time.
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This document explores the key reasons why organisations choose Microsoft Dynamics CRM.
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Microsoft Dynamics CRM 2011 is a Customer Relationship Management (CRM) solution that provides the tools and capabilities needed to create and easily maintain a clear picture of customers, from first contact through to purchase and post-sales. With modules for sales, marketing, and customer service, Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution that drives consistent, measurable improvements in every business process, enabling closer relationships with customers and helping to achieve new levels of profitability.
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Microsoft Dynamics CRM 2011 Customer Service Datasheet.
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Microsoft Dynamics CRM 2011 Marketing Automation Datasheet
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Microsoft Dynamics CRM 2011 Sales Force Automation Datasheet
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Leverage your existing Microsoft products and technologies to enhance the agility and productivity of your Microsoft Dynamics CRM solution.
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Building profitable customer relationships, delivering bottom line performance – a powerful Customer
Relationship Management solution for Financial Services organisations.
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To remain ahead of the field, Private Equity firms must develop and nurture excellent client relationships. Touchstone have harnessed the proven power of Microsoft Dynamics CRM to deliver a solution specific to the Private Equity sector.
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Microsoft Dynamics CRM Accelerators - enhancements to optimise CRM
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The Notifications Accelerator allows users to subscribe to the CRM “business events” that are significant to them. Notifications are delivered via a Really Simple Syndication (RSS) feed and can be consumed with many desktop tools including Microsoft Outlook 2007 or the standard newsfeed Windows Vista® gadget.
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The Event Management Accelerator helps automate event management tasks and capture information effortlessly and accurately so that organisations can improve the productivity of event staff, plan future events more effectively, and use event data to enhance customer relationships.
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The Extended Sales Forecasting Accelerator enriches the out-of-the-box sales forecasting capabilities in Microsoft Dynamics CRM 4.0. Sales users can review their individual sales pipeline and quickly classify opportunities while sales managers can monitor and track sales targets, budgets and performance against these forecasts.
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Enables customers to find help and service information when and where they want. The eService Accelerator makes it easy to provide self-service capabilities to customers while enabling businesses to efficiently configure their self-service portal and manage customer data.
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The Analytics Accelerator provides a full-featured analytics platform that spans marketing, sales, and customer service, helping to improve customer satisfaction, develop customer loyalty, and increase profitability with every interaction.
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The Business Productivity Newsfeed Accelerator turns Microsoft Dynamics CRM 4.0 into the hub of business activity, letting users keep up-to-date with events happening across the organisation. The Business Productivity Newsfeed Accelerator drives user adoption by presenting CRM data to users in a way that is appealing and interactive, drawing them into the application and encouraging use.
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The Enterprise Search Accelerator allows Microsoft Office SharePoint Server (MOSS) customers to view and search for Microsoft Dynamics CRM data directly from their SharePoint portals.
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The Business Productivity Workflow Tools Accelerator provides additional workflow step actions, enhancing capabilities around string handling, mathematical functions and HTML hyperlink creation. Please note that currently this Accelerator is only compatible with the On-Premise edition of Microsoft Dynamics CRM 4.0.
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The Business Data Auditing Accelerator provides basic audit capabilities. The Accelerator takes a snapshot of a record whenever the relevant event occurs within the system such as Create, Update, Assign and Delete. Through workflow, auditing can be configured for any entity and any trigger event.
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Business Intelligence solution for Microsoft Dynamics CRM
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Touchstone CharityPoint for Fundraisers is a complete donor management and
fundraising application built on the Microsoft Dynamics CRM platform. It offers Not for Profit organisations a fully integrated system, delivered through the familiar and intuitive Microsoft Office Outlook environment.
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Microsoft Dynamics NAV is a complete ERP solution that collects your business’s functions into one integrated system. With close visual and functional ties to Microsoft Windows Vista and Microsoft Office, it’s easy to learn, simple to use and quick to implement. With integrated financial, manufacturing, supply-chain management, sales and marketing, project management, human resources and services management information from across your organisation stored in a centralised database, your people can work quickly and effectively – helping to drive your business forward.
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Deliver meaningful insight across your organisation with powerful business intelligence capabilities in Microsoft Dynamics NAV. With access to realtime data and a wide range of analytical and reporting tools—including graphical displays, online analytical processing (OLAP) cubes, and Webbased delivery options - your people can make informed, confident decisions that help drive business success.
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Equip people in your organisation to efficiently manage contacts, opportunities, and campaigns while building customer relationships that help drive sales and encourage loyalty. Sales and Marketing in Microsoft Dynamics NAV can help you focus your energy on profitable prospects and customers by taking advantage of connected information and processes and rich integration with Microsoft Office system programs.
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Tighten inventory management processes to help increase operational efficiency across your business, improve customer service, and reduce inventory and distribution costs with Inventory Management in Microsoft Dynamics NAV.
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Service Management in Microsoft Dynamics NAV can help your organisation respond to customer service requests, organize resources for maximum efficiency, and boost customer satisfaction. Tightly integrated information can give you the insight you need to make profitable decisions about the costs, inventories, workloads, and financial returns of your service operation.
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With Manufacturing in Microsoft Dynamics NAV, you can boost operational efficiency and
effectively manage production, including production orders, bills of material, supply
planning, and capacity requirements planning. Flexible processes and integrated information
equip you to make accurate promises to customers, respond quickly to last-minute requests and changes, and take advantage of new business opportunities to help your business stay ahead of the competition.
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Supply Planning in Microsoft Dynamics NAV helps you satisfy demand while improving operational efficiencies by providing insight into the utilisation and cost of materials throughout your production process. With multiple planning options, tracking, and action messaging, you can choose the right course from among make or buy options, quickly implement those decisions, make last-minute order changes, and offer satisfactory exceptions to give customers what they want, when they want it.
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Warehouse Management in Microsoft Dynamics NAV can help you manage goods and space more effectively, reduce costs and waste, and gain control over warehouse operations. With access to real-time, accurate inventory data, your warehouse professionals save time locating items or performing physical inventories, sales representatives can keep tabs on stock availability, and buyers can maintain optimum stock levels while minimising carrying costs.
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Microsoft Dynamics NAV Financial Managment including Basic General Ledger, Basic Fixed Assets, Payables, Receivables, and Multicurrency.
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UPDATED SEPTEMBER 2011 - PROACTIS solutions help organisations improve their operational and financial performance by improving the way they buy all types of goods and services. We call it Spend Control and eProcurement. Get the full Solutions Overview Brochure here.
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Oil & Gas offering from Infor
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TEEM has been designed to reduce the time needed to modify screens to be more College-friendly and to reduce the time needed to deliver standard reports required by senior management teams and auditors. Easy report generation ensures that Colleges of Further Education have the opportunity to gain rapid insight into their employer engagement activities and be measurable against targets much more quickly and accurately.
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Touchstone Wealth Management is a comprehensive suite of integrated applications designed specifically for Fund Administrators, and is powered by Microsoft Dynamics™ Touchstone Wealth Management solutions are used in ten jurisdictions, from the Far East to the Caribbean basin.
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Touchstone Wealth Management is a comprehensive suite of integrated applications designed specifically for Trust and Company Administrators, and is powered by Microsoft Dynamics™. Touchstone Wealth Management solutions are used in ten jurisdictions, from the Far East to the Caribbean basin.
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expense@work is the leading automated Expense Management Software Solution for organisations ranging in size from 25 to 5,000 Employees. It integrates with all major Financial Systems including SunSystems and Microsoft Dynamics.
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time@work is Professional Services Automation (PSA) software that brings a rapid return on investment.
This is achieved through the optimal allocation of human resources, the elimination of unbilled activity, the timely and accurate billing of accumulated or contracted fees, tight financial control and the provision of critical management information through up-to-the-minute reports.
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The Cenium Hotel Management System is a complete integrated solution covering all operations required by Hotels and Hospitality organisations. Cenium Hotel Management System provides one solution, one database, all on Microsoft.
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The Cenium Hotel Management System has been designed to simplify and ease the day to day operating processes of even the most challenging front desk environment in order to deliver superior customer service. Key Front Desk operational functionality includes Front Desk (Reception), Booking, Conference and Housekeeping.
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The Cenium Hotel Management System has been designed to simplify the operation of both the front desk and the back office. The Cenium Hotel Management System is a complete solution covering the full set of Hotel Management requirements, built on Microsoft Dynamics NAV. Both the front desk and back office functionality can be accessed from the same ‘operational menu’.
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Cenium Conference System is designed to increase customer satisfaction through all phases of a Conference: booking, scheduling, re-scheduling, execution and billing. Simultaneous booking of hotel rooms, conference rooms and Food & Beverage (F&B) secures availability from every department, ensuring the complex process of arranging a conference is as smooth as possible.
Cenium Conference System gives managers a unique way of controlling all processes required for their properties. At the same time, the system allows all conference personnel to do their daily work within one uniform application.
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Cenium EPOS (Electronic Point of Sale) system is both simple to use and very flexible. It is sophisticated enough to meet the requirements of the most demanding hospitality business but functionally simple in its operation. Cenium EPOS, as with Cenium PMS, is all within one system – Microsoft Dynamics NAV. Processes are streamlined as invoice information is immediately posted to the ledgers.
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Cenium Spa Management System handles all appointment entry and scheduling of therapists, rooms and equipment. Setting appointments can be a complex process in a busy spa environment, thus requiring simple and efficient access to the schedule view from various angles. This module can handle multi resource scheduling for each appointment allowing a multiple number of therapists, rooms and equipment to be set for each individual appointment, as required by the chosen user view.
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Infor PM Query & Analysis is the new name for the Vision reporting tool. This factsheet details the features and benefits for SunSystems users.
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Scribe provides data integration and
migration software solutions to help
people within an organisation share critical customer data, to better focus – and take action – on critical business events.
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Jet Reports is the leader in Excel-based reporting for CFOs. There are 25 pre-built reports that address the needs of accountants, finance people and business managers. Jet Reports accesses a multiple of granules and modules in Navision. You get financial, inventory, sales, customer, budgets, even fund reports at your fingertips.
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Zetadocs for Microsoft Dynamics NAV helps accounts departments streamline business processes, reduce the costs of handling paper documents and enhance customer service.
It enables Microsoft Dynamics NAV users to create and deliver statements, invoices, remittances and other financial documents instantly from their PC. Zetadocs archives documents so they can be retrieved promptly, helping you to respond to queries instantly.
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PA BankLinks for Business (B4B) provides an interface between the payables module within SunSystems and the services provided by your bank for Electronic Funds Transfer (EFT). Automate and streamline your accounts payables rather than re-keying transactions that already exist in SunSystems. B4B is an easy to use, sophisticated payment management tool catering for global banking requirements including the complexities associated with international EFT.
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ePay is the enhanced electronic payment services for SunSystems. It includes EFT, Sundry EFT and Bank Payment Services. The sophisticated approach to electronic payments ensures all the processes are automated, with full audit trails and integration with the banking systems. The attention to the fine settings has ensured the process is highly automated and eliminates unwanted administration.
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Bank Reconciliation for SunSystems provides a complete system for easily maintaining your current bank position. It is a flexible and powerful addition to your organisations financial management, allowing you to identify, track and resolve non-reconciled items at a glance. This highly automated process facilitates daily reconciliation, an important control over the business' most important asset - cash. Bank Reconciliation provides for the import of electronic statements for multiple bank accounts, automated user defined matching criteria and creation of bank generated journals (e.g. bank fees, interest).
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eRemit for SunSystems automates the distribution of suppliers’ payment remittances and customers collection advices. This is a unique solution that is designed to work with SunSystems.
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In today’s information
society, an ever-increasing
number of data, documents, and
records accrue in the office every
day. Managing and archiving them
involves costs, both in terms of time
and money. So a document management
system (DMS) brings relief by
noticeably reducing your workload
and corporate costs.
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Advanced Inquiry for SunSystems offers the most powerful adhoc inquiry functionality for interrogating Ledgers and iPOS procurement data. A Finance department spends too much time handling adhoc inquiries - especially those of a non recurring nature. Advanced Inquiry can be used by anyone to get a quick answer to both simple and complex queries in a summary or detailed format.
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SunSystems Collect automates much of the repetitive and normalised effort involved in collections, leaving your credit controllers more time to focus on preventative and remedial actions with problem payers.
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Consolidations for SunSystems is purpose built to automate the consolidation process.
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Contract & Service Billing (CSB) for SunSystems is designed for recurring contract invoicing, recurring service invoices and ad-hoc invoices. It delivers advanced functionality that works together with your business processes to remove manual tasks and increase data accuracy and speed.
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Workflow for SunSystems joins the dots between your people and your processes. It directs and controls many of the tasks that fall outside the traditional life-cycle of a SunSystems transaction. Workflow for SunSystems encourages consistent human behaviour by implementing approved process rules across the workforce in a friendly and appealing way.
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Find out how to centralise control over purchasing to consolidate suppliers, products and services to drive down purchasing costs and grow the value of corporate spend under proactive management.
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Compleat fully automates the invoice capture and approval process, removing the need for original invoices to leave the accounts department and radically improves the productivity and approval turnaround times. Efficient handling of supplier invoices also leads to improved relationships which can assist with future price and service negotiations.
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Receipting is an optional process stage by purchase activity type and by department within Compleat, giving organisations the ability to determine when and where receipting is most desirable. Many organisations continue to utilise the purchase invoice approval process as the confirmation of receipt of goods and service delivery.
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Compleat fully automates and replaces existing manual budgeting processes; returning control to the finance and procurement departments and enabling the prevention of budget overspend.
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Compleat Expenses takes the frustration out of expense entry and replaces it with an easy-to-use, intuitive, Web-based environment that gets immediate buy-in from your employees.
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Zetadocs integrates with Microsoft Dynamics NAV email or fax batches of documents intelligently, personalising addressing details, content and attachments. ERP reports such as purchase orders and invoices are emailed straight from the application using Zetadocs. Copies are automatically indexed and archived to a SharePoint server or network folders.
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AGR Inventory Optimiser is specially designed for improving operations in the retail and distribution sectors. It uses raw data from Microsoft Dynamics NAV and automatically selects the most appropriate forecasting method to estimate future demand. Order proposals that minimise inventory costs and optimise service levels are generated from these forecasts and uploaded back into the ERP system.
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agilesWorkflow, the workflow solution certified for Microsoft Dynamics NAV, guides and supports you through your everyday work. A small but powerful tool for managing workflows in Microsoft Dynamics NAV, it is designed for companies of all sizes, and across all types of industries, with all kinds of workflow requirements.
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E-Ship integrates the entire packing and shipping function within the NAV database. Until now NAV customers have interfaced with external shipping systems. These external systems, while doing a good job of rating and shipping packages, do not have knowledge of the items being shipped.
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The EDI module has been designed as a set of tools that provide the user with a maximum amount of flexibility when dealing with their trading partners. Once the mapping is in place, the Transaction Management tools allow the user to easily manage the day-to-day process of conducting electronic commerce.
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E-Receive is a partner product to E-Ship, however it can be purchased separately.E-Receive automates the receiving process using barcode scanning.
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As a distributor or manufacturer your largest and most costly asset is inventory. Reducing inventory carrying cost and increasing margins can cause a greater effect on the bottom line than increased sales.
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Records any data changed through a NAV Form as well as record the User-ID of the person who changed it, and the date and time it was changed. The user then has the ability to browse previous versions of a record by viewing the entire record or only the changed data.
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Qiwi Mobile and the lighter version, Qiwi Mobile Lite, are feature-packed mobile applications designed for Microsoft Dynamics NAV. Qiwi Mobile allows mobile workers to access and update critical business data in the back-end of Microsoft Dynamics NAV through iPhone, BlackBerry, Windows Mobile, and iPod Touch. Qiwi Mobile gives you the ability to check business data, manage customer relationship, and manage tasks on the move.
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A suite of modular applications covering Payroll, Human Resources and Time & Attendance management. Highly scalable, specialised and sophisticated applications that are cost-effective, open and easy-to-use.
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Achieve a complete and consistent
customer view across the enterprise with
Microsoft Dynamics CRM
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xRM refers to a flexible and extensible framework within Microsoft Dynamics CRM. This framework enables organizations to rapidly modify Microsoft Dynamics CRM through a point-and-click interface to better fit their customer relationship management needs or to manage other relationships. When combined with Microsoft SharePoint, the framework helps support any relationship scenarios through its complementary capabilities. The most common connection points between xRM and SharePoint include embedded document repositories, portal integration, enterprise search, and dashboards.
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UPDATED SEPTEMBER 2011 - PROACTIS Purchase-to-Pay enables organisations to realise the full potential of a spend control initiative, controlling the whole process the initial request through to payment for goods/services.
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UPDATED SEPTEMBER 2011 - The PROACTIS employee expenses solution makes it as easy as possible for any employee to record and recover "out of pocket" expenses, while ensuring compliance with organisational guidelines.
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UPDATED SEPTEMBER 2011 - PROACTIS invoice management solutions are designed to reduce costs, increase control and automate the entire invoice handling process.
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UPDATED SEPTEMBER 2011 - PROACTIS sourcing solutions help Procurement departments to find, evaluate and engage suppliers of goods and services. Cost savings and best value are obtained by improving the effectiveness and transparency of the sourcing process, whilst reducing administrative time and effort.
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UPDATED SEPTEMBER 2011 - Find out about the range of value-add capabilities that are incorporated as standard into PROACTIS’ core offer.
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UPDATED SEPTEMBER 2011 - PROACTIS Supplier Management enables organisations to reduce cost and build relationships for best value procurement.
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Spindle Professional enables you to instantly and easily merge information from SunSystems to produce documents that can be sent (and then archived) using email, fax or print.
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UPDATED SEPTEMBER 2011 - PROACTIS Contract Management provides a central electronic repository that enables organisations to realise full benefits from supplier contracts; providing clear visibility to purchasers and enabling key dates, events and service level agreements (SLAs) to be managed.