System preferences and user deployment options
The administration manager is at the heart of OdexV3, controlling system wide settings, options and preferences. Deployed generally to either IT Admin or System Admin, the tools in this manager provide an extremely powerful arsenal with which to manage OdexV3 and the users interface into the data.
Geo locates position
The location manager is the first of three “item types”. Locations are defined and located within a spatial environment either using the Virtual Earth, Google Earth mapping system or within buildings as defined in the Administration Manager. The general structure of this manager is set-up in a three frame configuration. Users navigate the Locations using the tree in the left-hand frame, and view specific data in the centre and right-hand frames. In particular the right-hand frames contains detailed information about the Location once added along with any Assets, Inventories, images, jobs, availability and agreements associated with the individual Location. A single Location may contain multiple Assets.
Defines and manages tangible/intangible assets
The asset manager is the second of the three “item types”. Assets are defined as being physical and tangible and can be either movable or immovable. Assets are added based on the product and product group setup, thus adding an asset is as simple as selecting the product group and determining how many you wish to add to the system. The general structure of this manager is set-up in three frame configuration. Users navigate Assets using the tree in the left-hand frame and view specific data in the centre grid and right-hand frames. In particular, the right-hand frames contains detailed information about the Asset once added, along with any Location, Inventory, Image, jobs, availability, agreement and Capex/Opex associated with the individual Asset.
Manages saleable space over time
The inventory manager is the third of three “item types”. Inventories are the lowest common denominator and are defined as being the “space available over time”. Inventories are a component of each Asset and contain the Pricing and Currency information. Inventories are automatically added when Assets are added from Products and Product Groups. The general structure of this manager is set-up in a left-hand, centre and right-hand frame configuration. Users navigate Inventories using the tree in the left-hand frame and view specific data in the centre and right-hand frames. In particular, the right-hand frames contains detailed information about the Inventory once added, along with any Location, Asset, image, jobs, availability and agreements associated with the individual Inventory. Users will rarely use this manager as it is more common to view Inventory via the “Sales & Avails” manager.
Manages Inventory availabilities, options and bookings
The sales & availability manager lies at the very centre of the sales department. The general structure of this manager is a three frame configuration. Users navigate inventories, packages or circuits using the tree in the left-hand frame and view specific data in the centre grid and right-hand frames. In particular, the right-hand frame contains detailed information about the selected Inventory, package or circuit or any of the attendant combinations of Location, Asset, Inventory image, jobs, availability and agreement. There are four possible availability states for an Inventory, package or circuit, if they are “active” and two if they are “inactive”.
Used by sales to manage and refine proposed inventories
The proposal manager is the heart of the sales function within OdexV3. From a historical perspective the proposal manager is the most mature (over 10 years in development through versions 1 & 2) and is certainly the most used component within the system. The general structure of this manager is set-up in a left-hand, centre and right-hand frame configuration. Users navigate existing proposals using the tree in the left-hand frame and view specific data in the centre and right-hand frames. In particular, the right-hand frames contain detailed tabs for summary, rates, fees, and sundries.
Creates and managers Contract, Lease and Agreement documents
The agreement manager is the tool used to track all contracts, licenses, leases, rentals, and other formal or informal agreements made between parties for a specified time period. The agreement manager allows users to set-up their own agreements (from templates) which are then specifically linked either to Locations, Assets or Inventory. Once an agreement has been created either from new, or by converting a proposal, it requires validation. The validation is the process which updates the availabilities from available to booked and in turn generates all the financial information for the intermediate database. The general structure of this manager is set-up in a left-hand, centre and right-hand frame configuration. Users navigate existing agreements in the left-hand tree by current and expired, and view specific data in the centre and right-hand frames. In particular, the right-hand frames contain detailed tabs for summary, rates, fees, sundries, commissions, escalations, documents, jobs, deposits and special conditions.
Universal contact manager with Outlook interface
The customer manager is a hybrid tool combining basic CRM and contact management features. The general structure of this manager is a three frame configuration. Users navigate customer types in the left-hand tree, and view specific data in the centre and right-hand frames. In particular, the right-hand frames contain detailed tabs for accounts, contacts, brands, CRM, billing, terms, license and documents. There is also an option to import and export all customer master information in and out of Microsoft® Outlook, and Microsoft® Business Contact Manager (BCM), thus enabling synchronisation of users Outlook and system records. Customers are classified into classes i.e. Agency, Supplier, Tenant etc.
Instant access to Site rentals
The accruals tools ensure that “landlord” accruals and the agency AVR’s are correctly calculated and provisioned on a monthly basis. The administrator settings allow for the accrual to be calculated on Gross and Net, which allows for the inclusion/exclusion of Internal and Agency commissions, along with Levies and Annual Volume Rebates. Key to the accruals is the ability to pass adjustments on a monthly basis – this feature also allows for take on, and or opening balances. Accruals and the corresponding adjustments are fed directly into the Intermediate database and are thus available to the ERP / finance systems.
Sets and groups of Inventories
Package and circuit manager is used to create sets (and sets of sets) of Locations, Assets or Inventories. The general structure of this manager is set-up in a three frame configuration. Users navigate Inventory, Packages & Circuits in the left-hand tree, and view specific data in the centre and right-hand frames. In particular, the right-hand frames contain detailed tabs for Location, Asset, Inventory, gallery, jobs, availability and agreement. There are also options to add and edit packages & circuits in the Location, Asset and Inventory managers. This manager contains the most complex backend validations of all the managers, in that there are often requirements to break circuits apart for specific customer requests, while at the same time maintaining the integrity of existing agreements and proposals. An Inventory item can only be in one package or circuit at a time.
Workflow management tool for Jobs & Activities
The operations manager is the tool used to create operational jobs and their attendant activities, and to allocate the jobs to teams (or individuals) and assign the entire job to specific Locations, Assets, Inventories, workspaces or agreements. The flexibility of the job creation process is endless and allows for creating recurring jobs as well as once off jobs. The general structure of this manager is set-up in a three frame configuration. Users navigate existing jobs (open or closed) in the left-hand tree, and view specific data in the centre and right-hand frames. In particular, the right-hand frames contain detailed tabs for summary, teams, progress, team capacity, notes, images, and documents.
Line management approval control over Assets, Proposals and Agreements
The validation manager shows validated and un-validated items - be they proposals, proposal conversions, agreements, options or renewals. The general structure of this manager is a three frame configuration. Users navigate validation in the left-hand tree, and view specific data in the centre and right-hand frames. In particular, the right-hand frames contain detailed tabs for editing or rejecting any of the required validation requests.
Manages and alerts system messages, notifications, actions and SMS
The ticket manager displays each users tickets as generated either by the system, or by other Users. Some tickets are merely notifications while others require user action and are time sensitive. The general structure of this manager is set-up in a three frame configuration. Users navigate tickets in the left-hand tree, and view specific data in the centre and right-hand frames. In particular, the right-hand frames contain detailed tabs for actioning any ticket requests. Most priority tickets are accompanied by a system generated email.
Over 160 Standard reports and combinations from Occupancy to Forecast
The report manager is an aggregation of all system reports. Each report provides for basic selection criteria namely, country, city, category, product family and date range selections. The general structure of this manager is set-up as radio button selector. All reports are displayed on screen and can be outputted or saved in Excel, PDF, CSV, Rich Text, TIFF or Web Archive formats. OdexV3 has tens of thousands of reporting combinations classified in the following report types.
Modelling tool for Budget, Forecast, and future pricing
The analytics manager is a tool designed to assist decision makers with the pricing decisions and the location of Assets and Inventory based on past performance and forecast demand. The Manager interrogates historical data and displays trends that can be extremely helpful when deciding on personnel or capital allocation.
Consolidated visual interface of key metrics
The dashboard manager displays primary system metrics in a graphically user friendly format, focussing on operational status, occupancy, vacancy and availabilities of Locations, Assets and Inventory. The Dashboard also contains summaries of the financial performance of Locations, Assets & Inventory over various time periods and by comparison to past periods. The basic premise of the Dashboard is a simple real-time view of Item and user performance.
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