Media and Events
Enrich 610 Released PDF Print E-mail

Highlights of the General Release, PTF 610

User Conference Announcement

The 2010 Enrich Maintenance User Conference will be held in conjunction with the NationaLease Maintenance Managers Meeting which is scheduled for Tuesday May 18, 2010 in Lincolnshire, IL. The Maintenance Users conference will explore new pricing and servicing methods, enhanced hand-held capabilities for completing service sheets, a new reporting module, a maintenance round-table discussion, and a review of major enhancements that were completed in 2009. The focus of the conference will be functionality that is available in the PTF 610 release.

Upgrade Notes

This Highlights document and the corresponding Enhancement documents only contain enhancements that have been completed after PTF 607. Clients who are not upgrading directly from PTF 607 should also review the Enhancement documents from previous versions. These are available in the Enrich User Group Discussion Forum or from the help desk.

You will not be able to install PTF 605 or later PTFs into any environment without an authorization code.

It is important that you make a current backup of libraries prior to applying PTF 605 and greater.

Financials

You can now send Positive Pay information to Wachovia Bank. (Log 16181)

Fuel Tax

Billback amounts have been added to the Permit Renewal report. The report will print in the same order as the screen when displaying a batch. (Log 12120)

Equipment Maintenance & Materials

As of this release, all outstanding 2009 Maintenance Managers’ wish list items are now available including:

  • The Slow Moving Inventory report now prints the last work order issue date. (Log 16289)
  • The Cost Per Metric report can be printed by contract type. (Log 16318)
  • The Labor Management report has the option to include labor that was manually entered on a work order as well as ETK time. Previously, only ETK time was included. Additionally, 'unpaid' hours are no longer included when calculating utilization percentages. (Log 16259)
  • The generation of PM letters can be specific to certain PM categories. Previously, all PMs printed on the PM letters. (Log 16311)
  • The PM forecasting has been modified to allow selection of a list of PMs; additional PM categories can be chosen; and users can decide if the list is to be excluded or included when running the report. (Logs 16298, 16310)
  • A new function has been added to control how the re-evaluation of billable work order lines should work. (Log 16378)

Lease Rental

New functionality is being provided to improve how rental rates are set up and maintained, how rental contracts are created and billed, and how you are able to analyze the resulting information. Here are a few of the major enhancements:

  • In rental price books, you can now identify which days of the week customers are invoiced for. For example, weekends are non-chargeable, statutory holidays are excluded, or customers are invoiced for all 7 days. (Logs 16275, 16276, 16505, 16274, 16433, 16507)
  • There is a new Quick Check In process which is intended to make the return process much faster for the customer. The Quick Check In process requires minimal information for a unit to be returned. This is ideal for after-hours returns when the shop is responsible for completing the return, as access can be secured to this one function. (Logs 16391, 16405, 16418, 16461, 16510)
  • You can now set up one or more “base rates” for each contract type. Each base rate may have other rates reference it or be associated with it. These associated rates may represent rates common to a group of customers and/or locations, or they may represent rates for a specific customer or location. Associated rates may represent rates discounted or surcharged over the base rate, and may be reported as a monetary value or a percentage of the base rate. Associated rates may be referenced by other associated rates, forming a hierarchy. Following rates up this hierarchy from any associated rate to its referenced parent rate will ultimately lead to a base rate. (Log 16262)
  • You now have the ability to identify an "effective to date" for purchase orders. New functionality using that date allows you to track and manage purchase orders that are for a period of time, including multiple consecutive purchase orders for rental contracts. (Log 16281, 16364, 16536, 16831)
  • The Book of Business concept has been added to identify sales managers who each have a book of business, meaning a group of customers. To allow for ad hoc reporting and future rate review reports, each customer can be assigned a book of business code indicating that customer’s sales manager. (Log 16350)

Emconex

A new Signatures panel is available that, when incorporated into a script and using a touch screen device, will capture and store the signatures.

Enrich Service Announcements

System Health Check reports are also available to any customer upon request. The reports concentrate on how well enrich is configured and used in key ROI areas such as Warranty, Preventive Maintenance, Inventory, Contract Inclusions/Exclusions, and Rental Substitutions.

Web conferences are available free of charge to review any enhancements; we will demonstrate the function, discuss setup options, and review how organizations can best take advantage of the enhancement.

To arrange a web-conference, request additional documentation or a system Health Check report, please contact the Enrich Help Desk (email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it , phone:403.297.1682).

 
Roadcall Customer Testimonial PDF Print E-mail

 

 

Having used Roadcall for six months, The Tandet Group of Companies has shared the following with us about their experience.

Roadcall is a critical part of our roadmap to continually improve our services and is an essential element in our goals of retention and growth.

There is no doubt that this has allowed us to provide a higher quality response to our clients. It is very difficult to not provide a consistent service when using Roadcall.

Speeds Up Accident Response Times

One manager stated that the automatic e-mail capabilities of Roadcall saves time in sensitive situations such as accidents. She also went on to say that the search functionality is helpful when management is required to give timelines to customers on breakdowns.

Can’t Forget Active Service Calls

One call centre manager had this to say, “Notifications [referring to Queue notifications] to the managers have helped take care of the calls during busier times a lot quicker as agents are unable to forget active service calls.” She went on to say, “This program has also helped us manage our phone queues, as we are aware when an agent is on a breakdown call.”

Procedures and Training

As an ISO company, Roadcall allowed us to literally put into action our defined procedures. When any procedure is changed or updated, it can be implemented with a script change and is universally available to all CSR’s immediately after publishing. This has virtually eliminated the need for specific communications and training for procedural updates.

It is easier to train a less experienced person. It has improved the consistency of understanding from one individual to the next. It definitely makes customer-based exceptions easier to facilitate and communicate.

One supervisor responded, “Roadcall reduces the system learning curve and training times; the system is easy to use.”

Different Procedures for Different Clients

The ability to customize a roadcall event based on the unit/driver that is reporting the breakdown caused our Cambridge manager to say, “Being able to design individual scripts for each customer is a huge selling point for the sales staff and has allowed us to service each customer’s separate preferences more efficiently.” It is also important to note that we still utilize only one script plan for our entire client base. The script responds dynamically to the requirements of the situation and the specific client based on responses that are being supplied by the CSR. As a result, a CSR does not need to be told, in advance, of a special procedure for a particular client nor do they have to launch different scripts based on who is calling. One script, potentially different procedures call to call.

Mapping

Our Ottawa supervisor had this to say when referring to the additional information available to the CSR, “A particular benefit has been the ability to pinpoint the exact location where the breakdown is situated by having a map directly in front of you while discussing the surrounding area with the driver.”

Locating the Right Vendor

Roadcall, especially as our vendor database has matured, has made finding the right vendor far more efficient and accurate. Finding the best vendor is not just a question of locating a vendor in the area, but may also involve ensuring that we choose the vendor of choice for any specific client. Again, we are able to accomplish both of these tasks with Roadcall. One manager stated, “Roadcall has increased our ability to choose the closest qualified vendor greatly; this will have saved us a huge amount of money in distance fees, discounts & rework.” A supervisor provided the following comment: “It gives us a greater range of vendors available in the breakdown area which then cuts down on the time to get the unit repaired or towed.”

Our General Manager specifically commented on the vendor search abilities within Roadcall. It was his opinion that we are now at the stage where Roadcall, combined with our maturing database, allows us to find an appropriate vendor better than well known third-party breakdown vendor search tools…

Our Ottawa supervisor commented, “By locating the correct & closest Vendor it certainly increases customer satisfaction and retention.”

Reduces Service Times

We believe that average total service times have been reduced, but this data was not available to us before, therefore we cannot provide independent proof of this statistically. If one assumes our best case scenario in the past (CSR was familiar with the truck/company/driver and the breakdown location, was familiar with all procedures that were specific to the client that was calling and was familiar with approved vendors in the area) then the answer is it may be a wash. This also assumes that the vendor did the work as promised, when promised. If all of our scenarios had been thus in the past, we likely would not have needed Roadcall. In virtually all
other scenarios, we believe it has improved our response effectiveness.

Corey Cox
Director, Information Management Systems
The Tandet Group of Companies

 
Corcentric and Enrich Software Corp. Complete Invoice Matching Integration PDF Print E-mail
March 1, 2009 - Enrich Software Corp. (ESC) and Corcentric are pleased to announce the integration of Corcentric’s Total Invoicing Solution with ESC’s enrich Enterprise Business Software. The invoice matching integration allows for seamless acceptance and processing of all accounts payable (AP) invoices.

Streamlining the receipt of the AP invoice by electronically receiving the invoices and automatically matching the invoice with the purchase order reduces manual tasks, eliminates data entry errors, and lowers overhead costs.

Clients can customize their defined business process for the receipt and acceptance of the invoices. By setting invoice tolerance values and defining authorization agents, non-matching invoices are automatically routed to the correct users for approval. Drag-and-drop functionality allows users to easily adjust non-matching invoices with open purchase orders, providing further efficiency gains.

The goal of an Accounts Payable department should be to receive invoices, reconcile transactions, and make payments in the most accurate and efficient means possible. The integration of Corcentric’s Electronic Invoice Presentment & Payment solution with the enrich Enterprise Business Software provides its customers with a comprehensive solution to electronically manage your AP transactions.

With the deployment measured in days, and pricing on a per invoice charge, return on investment is quickly achieved. Your organization will recognize cost savings immediately. For a presentation on how the invoice matching integration can impact your company, contact Corcentric or Enrich Software Corp. today.

About Enrich Software Corp.

Enrich Software Corp. is the leading North American vendor and developer of ERP (Enterprise Resource Planning), Asset Management, and Maintenance software solutions to the Fleet Management industry. Our flagship product, enrich, is in use throughout North America, and in the UK and Germany, by leading companies in the commercial transportation sector.

About Corcentric

Since 1998, Corcentric has specialized in helping companies in the transportation industry reduce the costs associated with processing business-to-business transactions. The company builds customized solutions that take customers from paper-based and manual processing to electronic and automated processing.

Enrich Software Corp.
2681 Hochwald Court S.W.
Calgary, Alberta T3E 7M3
Phone: (800) 491-7780
Fax: (403) 297-1699
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Corcentric
8300 Greensboro Dr.,Suite 950
McLean, VA. 22102
Phone: (877) 790-7272
Fax: (703) 790-8740
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September 12-13, 2010 - NationaLease 66th Annual Meeting PDF Print E-mail

Please join us at the NationaLease 66th Annual Meeting

September 12-13, 2010

The Four Seasons Hotel, Chicago, IL

NationaLease