Presentation Title

An ERP for BSCs:
An Overview of TEAM’s Integrated Solutions
WELCOME
Host: Scott Gauger, Director of Sales
HOUSEKEEPING
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60 minutes total
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45-minute presentation
15-minute Q & A at the end
Type your questions in the GoToWebinar panel
Webinar is being recorded and will be available ondemand following the live presentation
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We’ll post the link on our blog (teamsoftware.com/news)
WEBINAR AGENDA
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Company Overview
Demo of Integrated Products for BSCs
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WinTeam – core solution
TeamTime – time and attendance solution
eHub – web and mobile for employees and customers
Questions
WHAT IS AN ERP SYSTEM?
….. “Enterprise resource planning (ERP) systems integrate internal and
external management information across an entire organization.
ERP systems automate this activity with an integrated software
application.
Their purpose is to facilitate the flow of information between all
business functions inside the boundaries of the organization and
manage the connections to outside stakeholders.”
WHY TEAM?
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Commitment to the Industry – 26 years
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Industry specific software
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100% of the BSCAI Board of Directors use TEAM Software
Fully integrated solution – an ERP for BSC’s
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BSCAI Corporate Sponsor
TEAM has received the BSCAI Industry Service Award twice
Accounting, HR, Operations, Customers
Software as a Service – cloud based
Customer Service Focused
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109 Employee Owners to serve you
BENEFITS OF AN INTEGRATED SYSTEM
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Integration = Improved Efficiency = Save Money
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Timely Financial and Management Reporting
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Eliminate redundancy and rework
Automate processes
Reduce cycle times (billing, payroll, reporting)
Identify problems sooner
Manage to budgets
Manage to hours-worked
Job-Cost Analysis
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What are my margins by Job-Site?
What managers are over budget?
What market segments are most profitable?
TEAM
SOFTWARE’S
INTEGRATED
SOLUTIONS
INTRODUCTIONS
Panelist: Linda Murray, Southeast Regional Sales Manager
Panelist: Josh Romey, West Regional Sales Manager
Panelist: Tiffany Lockman, Northeast Regional Sales Manager
WINTEAM OVERVIEW
Financial, Operations & Workforce Management Solution
Features for BSCs:
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Accounting & Financial Management modules (AR, AP, GL, Fixed Assets)
Job Costing
Work Scheduling & Work Tickets
HR/Insurance Benefits/1095-C (ACA Solution)
Payroll
Quality Assurance
Inventory Management
JOB COSTING: One of the most powerful tools for your business.
On Screen Job Cost Analysis
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View actual and budget figures for any time period
Drill down to each source document and show all job activities
Include “actual” tax and insurance dollars to jobs by running
Payroll in WinTeam
Derived from
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Daily Labor Budgets (Job Master File)
Ticket Budgets (Work Scheduling Module)
G/L Budgets
Let’s take a look!
TEAMTIME OVERVIEW
Time & Attendance Suite
Three Real-Time Time Collection Methods
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TeleTeam – telephone timekeeping
TeamTime Portal – timekeeping with biometric
authentication via fingerprint or face recognition
TeamTime for Mobile
TeamTime Portal
Biometric
TeamTime
Remote check-in
options
TeleTeam – Phone
Caller ID
TeamTime Mobile
GPS
TELETEAM: TELEPHONE TIMEKEEPING
Features:
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Caller ID validation
Notifications via text and email
Spanish language option
Voice messaging
Voice verification
TEAMTIME FOR MOBILE
Features:
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Clock in/Clock out on
mobile device
Geo-location verification
Punch validation
Periodic Check-ins
Android & iOS devices
TEAMTIME PORTAL
Features:
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Fingerprint biometric authentication
Face Recognition
Multi-language options
Customized messaging options
eHub access for employees
Runs on any device with Windows®
operating system and constant
internet connection
Insert other graphic here.
We use TeamTime Portal in our
local office. Featured here is the
biometric fingerprint reader and
camera for face recognition for
employees to clock in/out.
SEE TEAMTIME PORTAL IN ACTION
Watch our video online: youtube.com/user/teamsoftware2012/videos
EHUB OVERVIEW
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Integrated customer self-service (CSS) and
employee self-service (ESS) portals
Features:
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PLUS:
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Online customer invoicing
Employee pay stubs and benefit summary
Quality Assurance
Action Items
Communication tools
Work requests
Work tickets
Timekeeping
Employee Online Enrollment (add-on)
EHUB OVERVIEW
Employee & Customer Self-Service on web and mobile
Benefits:
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Give your employees the tools to do their jobs successfully and meet your customers’
needs proactively.
Create, modify & complete open work tickets
Manage Budgets: drive efficiency and reduce budgeting errors for Building Service
Contractors
Review management reports like the Hours Budget Comparison, Employee Roster,
Employee Turnover and Employee Compliance reports
Simplify operations/workforce management and empower your employees
EHUB MOBILE
Let’s take a look!
EHUB MOBILE
EHUB MOBILE
EHUB MOBILE
EHUB
Home Page
EHUB
Work Scheduling Calendar
Questions?
Recording of this webinar and slides
will be available next week.
Visit teamsoftware.com/news or
watch for a follow-up email.
Contact us for more information.
[email protected]
800-500-4499
Thank you
for attending.