Major Release of D-Tools System Integrator Delivers Critical New Features
D-Tools has announced its on-premises estimation, design and project management System Integrator (SI) software solution – System Integrator v12 – now has new capabilities.
SI v12 will deliver new productivity features from 4 February – workflow management rules that help business managers maintain control over operating standards and business processes, project notifications that ensure project stakeholders remain fully informed and calculated items that provide a powerful new method for establishing pricing parameters.
D-Tools chief executive Randy Stearns says pricing, team communications and workflow management will all see improvements with this technology.
“Each of the three key features adds flexibility and the potential for new and creative ways to run your business using System integrator,” he says.
Workflow Management Rules
SI’s new workflow management rules enable managers to enforce standards and operating procedures by setting admissible thresholds by which employees must comply. Workflow rules provide the necessary checks and balances that ensure minimum profit margin requirements are being adhered to, large proposals and purchase orders are acknowledged and approved by management before issuance, necessary team members are notified in response to customer needs and more. Workflows can be configured to trigger an action and/or send a notification based on user-set criteria.
SI users can set project notifications to inform internal and external team members of specific project- and sales-related activities such as when a proposal exceeds the stated budget or the profit margin falls below the acceptable minimum, when a contract is approved, when a project requires engineering drawings, when a change order has been created and is ready for review, when tasks have been assigned, and much more. Notifications ensure that project stakeholders remain informed so they can adapt, respond and stay on-task as project parameters change. Notifications can be sent to SI users in-app, as well as emailed to both internal and external stakeholders.
Calculated Product Costs and Labour Items
Cost and sell prices can now be calculated based on user-defined pricing parameters. At the most basic level, this feature allows SI users to calculate a unit cost or sell price of a product or labour item based on some established value and formula. More importantly, system integrators can now use a project’s equipment total to calculate project labour, design fees, freight charges or a budget for installation materials. Additionally, the field labour total may be used to calculate a project management budget, or the project total can be used to calculate pricing for a service contract, and much more. In short, SI customers can now apply percentages, mark-ups, mark-downs and other functions to maintain accurate and consistent pricing across projects.
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