SI 2017 adds a host of valuable new features, enabling integrators to gain greater insight into their business operations and more effectively communicate with their clients.
CONCORD, CA & ORLANDO, FL (JUNE 2017) D-Tools, Inc., the worldwide leader in data-driven system integration software, demonstrates the newest version of its award-winning System Integrator (SI) software platform, SI 2017, available now with business intelligence reporting capabilities, at InfoComm booth #3515 in the Orange County Convention Center, Orlando, Florida, June 14 – 16, 2017.
Built on the popular System Integrator platform, and expanding on D-Tools’ Cloud infrastructure, SI 2017 adds powerful business intelligence and visual reporting, enabling business owners and management to understand and better perform key functions of an integrator’s business – estimation, system design, and project management.
Vital Business Intelligence (BI) Information Stands Out with Visual Reporting
Through the new Business Intelligence (BI) engine, SI 2017 can report vital information across multiple projects with pre-configured visual reports and dashboard views of key performance indicators. These new reporting capabilities enable deeper analysis of business activities and trends such as profit analysis, product usage, vendor engagement, personnel performance, and even sales pipeline, activity, and results, adding tremendous value for business managers seeking to analyze trends across projects, vendors, products, and their own team. Integrators can also easily create custom reports to view the data they need to operate in a more informed and efficient manner.
SI 2017’s pre-configured dashboard views can be filtered by date range and viewed as a graph (bar, line, pie) or table. Predefined dashboards include reports such as sales by salesperson, sales pipeline by project stage, top products sold, and profit margin by system type, product category, project size, and more.
Additionally, the new Dashboard Wizard allows users to create, edit, and clone dashboards to streamline the time required to create additional views. SI 2017 enables two types of dashboards: Summary (for grouped and summarized data) and Tabular (simple data table). The power and flexibility of the new BI engine is ideal for viewing the data needed to run the business in an informed and efficient manner.
“As a hard-core business analyst, this latest release delivers the cherry on top that I wish was available back in my integrator days. SI 2017 provides our customers with a powerful BI (Business Intelligence) engine, enabling cross-project, cross-vendor, cross-product, and even cross-team reporting and visualization, which serves to shine a spotlight on business highlights, trends, and anomalies so integrators can make better business decisions,” says D-Tools CEO Randy Stearns. “Commercial integrators can rely on solid data in making equipment choices, helping to save time and money on everything from stand-alone conference rooms to large-scale, multi-room projects.”
Streamline Client Communications with the New, Web-based D-Tools Customer Portal
The new Customer Portal, built on the D-Tools Cloud infrastructure and showing for the first time to the commercial integration community at InfoComm17, enables users to publish proposals, change orders, drawings, and other client-facing documents to the web for improved client engagement. Clients will be able to log-in to a secure web portal to review documentation, make comments, and accept or reject the documents presented.
SI users will be notified when a customer reviews, comments or accepts proposals, streamlining the process and improving communications throughout the project lifecycle.
“The ability to publish documents, like proposals, to the web for viewing, comment and e-signature, combined with our new business analytics capabilities through the powerful Business Intelligence engine, provides our customers with a powerful communication tool to more effectively interact with their clients and partners,” adds Stearns.
More Than 20 Additional Enhancements Increase Productivity and Profitability across All Project Phases Along with the ability to publish proposals to the web, D-Tools SI 2017 also includes significant upgrades to the SI product catalog, drawing functionality, CRM interface, QuickBooks integration, and more.
Product Catalog Improvements
- Product Information Management
- Search across projects to locate specific products for easy tracking and management of recalled or replaced equipment
- Find and replace “discontinued products” quickly and easily
- Labor Discount Management
- Discount labor items at package creation
- Change labor discounts prior to adding a package to a project
- Change labor discounts after adding a package to a project
- More Robust CSV Catalog Export
- Export labor cost, labor price, and installed price as part of CSV export
- Contact and Permission Enhancements
- Organize client information more easily
- Manage user group permissions so project teams can view and analyze project information more easily for streamlined collaboration
- Set a primary contact for any project
- Enable members of a user group to view projects where they have been assigned as a resource
- Allow project managers to view resource costs
- Manage Payments
- Define multiple contract payment schedules in project settings
- Make changes within a project, and save for future use
- New Component ID Options
- Add component IDs to existing products within a project
- Location cloning offers options for quantity, prefixes, and starting number
- Child locations will be cloned, too
- Project Explorer now displays fields for cost, price, margin, markup, and tax in a new, built-in, price layout
- Fields can also be added to custom layouts
- Project Wizard Adds CRM Functionality
- Create a new client from an existing contact
- Choose the SI address as billing, site, or other address when importing clients and vendors
- Drawing Enhancements and Changes to D-Tools Visio and AutoCAD interfaces
- Auto-replace products on Visio line drawings
- Smart title blocks in Visio drawings update automatically when any project information is changed
- Scheduling Enhancements
- Company and project calendars allow users to manage tasks and service orders for any user or resource
- Set time of daily email notification in Mobile Install
- Enhanced Reporting Capabilities
- Quickly and easily create client, installation, and management reports based on data from an SI project
- Updated look and feel for client report themes
- Choice of 6 different color schemes for client reports
- New line item detail report (install price) available to clients
- QuickBooks and QB Online Integration Feature Enhancements
- Receive items from an SI 2017 purchase order and send to QuickBooks or QB Online as an “item receipt,” eliminating double data entry