Sales And Marketing Guidebook - HansaWorld

1 

Sales And Marketing Guidebook 

September 2010 

© 2010 HansaWorld group

2 

Content Page 

Introduction and Objective......................................................................................................................................3 

I. Brochures 

Enterprise by HansaWorld Brochure...........................................................................................................4 

Customer Relationship Management (CRM)..............................................................................................5 

SmartView by HansaWorld..........................................................................................................................6 

HansaWorld Partner Programs...................................................................................................................7 

Point of Sales (POS)....................................................................................................................................8 

Project Management...................................................................................................................................9 

II. 

Product sheets 

Accounts...................................................................................................................................................10 

III. 

Guides 

Books Beginner’s Guide...........................................................................................................................11 

Books Installation Guide............................................................................................................................11 

IV. 

Press Releases and Success Stories 

Customer Success Stories.......................................................................................................................12 

Press Releases.........................................................................................................................................12 

V. International Newsletter.............................................................................................................................13 

VI. 

VII. 

VIII. 

IX. 

Posters......................................................................................................................................................14 

Exhibition displays..……...........................................................................................................................15 

Banner Stands……..........................................…......................................................................................16 

Certificate..................................................................................................................................................17 

X. Presentations............................................................................................................................................18 

XI. 

XII. 

XIII. 

XIV. 

Campaigns...............................................................................................................................................19 

Invitations..................................................................................................................................................20 

Battle Cards..............................................................................................................................................21 

Marketing Routines...................................................................................................................................22

3 

Overview 

In today’s globally diverse business environment, marketing, 

branding, and promotion are absolutely vital ingredients for 

the success of just about any company or business. 

The Sales and Marketing guidebook has been created as 

an informational resource to assist HansaWorld employees, 

partners and distributors to be better familiarized with Sales 

and Marketing materials that are currently being used, know 

their purpose, what is currently available, where to find them 

and how to request materials to be made from HansaWorld's 

Marketing department. This resource material also shows 

the standard formats and localisation options available for 

each material we use in the company for any sales and 

marketing opportunities. 

Message from the Marketing Department 

The Marketing department is proud to present this resource 

material to educate and help familiarize employees and 

partners of our products and services. We highly encourage 

the use and distribution of these materials. 

What materials are available? 

• Brochures 

• Product sheets 

• Guides 

• Press Releases and Success Stories 

• International Newsletter 

• Posters 

• Exhibition Displays 

• Banner stands 

• Certificate 

• Standard Presentation 

• Campaigns 

• Invitations 

• Battle Cards 

Where to find Marketing materials 

All Marketing materials can be located in the Marketing 

conference, and in Marketing sub-conferences. Partners 

can also access these listed materials in the HansaWorld's 

partner portal (http://www.hansaworld.com/partners). If 

access needs to be granted to the partner portal, please 

contact Zane Nuke from International Marketing, at 

zane@hansaworld.com 

Marketing materials are designed by HansaWorld's inhouse 

designers. Localised versions of these materials 

are available to reflect market and cultural differences. This 

includes photos of people of different racial backgrounds 

and translated materials are available in the following 

languages: 

• English (UK), used as the "international version" to derive 

local translations from 

• English (US) 

• Arabic 

• Estonian 

• Finnish 

• German 

• Norwegian 

• Polish 

• Portugese 

• Russian 

• Spanish 

• Swedish 

• Ukrainian 

"Intelligent marketing requires planning, surrounded in a 

coherent strategy, executed in a timely fashion to a targeted 

audience with a message that is clear and consistent, and 

easily understood by the audience being addressed." 

Zane Nuke 

International Marketing 

HansaWorld Headquarters

Certified HansaWorld Business Partner 

Windows 2000, Windows 2003, Windows CE, Windows XP are registered trademarks of 

Microsoft Corporation. Apple Macintosh and MAC OS are registered trademarks of Apple 

Computer Inc. xSeries, pSeries, iSeries and zSeries are registered trademarks of IBM 

Corporation. Copyright HansaWorld Ltd. 

HansaWorld UK Ltd 

Abbey Business Centres, 111 Buckingham Palace Road, 

London SW1W 0SR, UNITED KINGDOM, Tel. +44 (0)845 123 2732 

E-mail: uk@hansaworld.com 

4 

Brochures 

Brochures are marketing materials that usually come in booklets, containing detailed product information or services 

HansaWorld offers to its customers and/or partners. Brochures are usually for stand-alone products. 

Enterprise by HansaWorld Brochure 

Enterprise by HansaWorld for all companies 

One application for all your 

business processes 

True integration 

45 modules tightly integrated 

Scalable 

1 to 1000 users on one system 

Tried and tested 

More than 74 000 installations worldwide 

Global 

Available in 29 languages, installations in 110 countries 

Best practice 

Vertical solutions for many industries 

Multi platform 

Windows, Linux, Mac and Symbian 

Enterprise by HansaWorld is a single application for managing all your business processes, 

whatever your business. 

One application for all business processes 

It also lowers the investment required in hardware, simplifies 

At its core HansaWorld offers the typical Enterprise Resource 

reporting across different parts of the business, and keeps down 

Planning (ERP) modules of accounts, order processing, 

your total cost of ownership by removing the need to maintain 

stock, manufacturing and job costing. By offering a range of 

and upgrade unnecessary linking programs. 

Customer Relationship Management (CRM) modules, such 

as email, document management, graphical calendars and 

Mixed platform 

schedulers, and a bulletin board, all in the same application, 

You can mix and match different operating systems in your 

Enterprise is able to deliver a unique level of interaction between 

implementation. The server can be run on various compilations 

its component elements. HansaWorld also provides a series 

of Unix, Linux, Apple OS and Windows, and users can log in on 

of modules designed for specific industries, all with the same 

Windows, Apple OS, Linux, web browsers and on a range of 

potential for interaction with other parts of the system. 

mobile devices. 

It uses an unrivaled range of technologies to extend the 

software availability throughout your organisation and beyond, 

at the same time reducing reliance on costly interfaces between Wide-area networking and mobility 

applications thereby offering the lowest total cost of ownership As the fastest modern business management solution on the 

available in the mid-range. 

market, it is simple to run Enterprise from multiple locations, from 

home or when mobile, without terminal emulation or other thirdparty 

solutions. If you want real-time management reporting 

Single server, single application 

across many shops, offices or companies, look no further. 

HansaWorld’s strategy is to put all key business data in one HansaWorld has written versions to run on mobile devices, such 

data-file, on one server, rather than interfacing different as Nokia smartphones, PDAs, tablets and iPhones. 

applications. This approach provides unlimited potential for 

These are real-time clients, allowing you to enter and query data 

interaction between different data components - for example a 

on the server by networking over wireless networks including 

credit controller can view all promises made by salespeople, 

mobile phone networks - although they can also be run locally 

and the status of deliveries, repairs and production processes, 

and have their data uploaded to the server where circumstances 

while marketing staff can create mailshots based on who has or 

require. 

has not bought a specific product or service. 

Take stock counts, pick and pack, and enable mobile deliveries Put pictures and drawings on products and projects, contracts 

all through barcode scanners, while traveling managers can use on sales orders and scans of supplier invoices on the payable 

smartphones to check up on the status of their business, and record. 

mobile staff can enter time and expenses remotely. 

Build effective sales campaigns quickly Enterprise’s 

HansaWorld’s unique SmartApps language and developer communication tools. Profile companies with user-definable 

community allows you to create your own applications for classifications, such as their marketing sources or even what 

handheld devices within hours, and to have these applications they have or have not bought from you. 

interact with any other part of the HansaWorld application - for 

Build your message with a simple word processor, and then 

example raising invoices, but also passing pictures to end up 

communicate it via letter, fax or eMail. Initiate communications 

on forms. 

using these tools, Skype, VoIP or SMS direct from within 

Enterprise. Use the Task Manager to record key points from 

Interactive CRM 

telephone conversations, and meetings. Use Enterprise’s 

integration capabilities to store the outgoing and incoming 

Remind yourself of outstanding tasks by linking the notes of 

communication against companies or other records. 

when the task needs doing to the relevant record, to assist 

with chasing invoices, following up suppliers, closing sales and Enterprise can provide a single view of all such communications 

working on jobs. Use Enterprise’s integrated workflow to trigger with a company, in conjunction with traditional listings such as 

additional working steps such as follow-ups or authorisations, or items bought. Enterprise’s Conference facility allows you to 

automated SMSs, on-screen messages or emails - to highlight design a complete intranet (or even an extranet) where external 

exceptions that need authorising, to notify project managers that and internal data files can be stored and easily retrieved - for 

budget has been used up, or to notify a customer that their order example PDF files of marketing materials can be used on eMails 

has shipped. 

by simple drag and drop. 

Enterprise’s graphical calendars and resource planner allow 

you to allocate tasks to people and machines, and to view Interactive verticals 

reservations for hotel rooms, rental assets and training courses. 

HansaWorld has written modules for specific industries right 

Manage holidays and meetings, and avoid conflicts over your 

into the Enterprise code, so that each specialist component can 

time. 

interact with the standard ERP and CRM features. Enterprise and 

Store any outside file against any record, not just emails, enabling your Company section below, for more details. 

your colleagues to share the same files if they have access to the 

record. 

Consolidation and international features 

Enter transactions in any currency you like. Enterprise supports 

not only Multi Currency but also Dual Base Currency. The 

difference between Multi Currency and Dual Base Currency is 

the fact that with a Dual Based system each transaction will be 

stored in two different Base Currencies with the correct exchange 

rate at the date of the transaction. This allows companies to 

report on transactions without revaluing the transactions in the 

secondary currency. 

Dual Base currency handling will be useful for companies that 

have offices in multiple countries where a common reporting 

currency is required; for companies where there is a second 

common currency in used in addition to the national one; 

for companies in the Euro Zone who retain their old national 

currency for comparison purposes and also for countries 

passing through the transitional period process of replacing 

their home currencies with another currency like the Euro. 

A requirement of this process is that all transactions should 

be expressible in both the home currency and the transition 

currency with the exchange rate and conversion at the date of 

the transaction. 

With the relevant internet service, the exchange rates can even 

be updated automatically. 

Enterprise handles the gains and losses on transactions 

automatically, and provides revaluation possibilities for 

unrealised differences. Send forms such as invoices and 

purchase orders in any number of languages. Allow staff to log 

in in their local language, while still enabling managers to run 

reports in different languages on the same data. 

Multiple companies are catered for within a single data-file. 

It’s possible to trigger one or more inter-company entries from 

a single source. Use the Consolidation module to perform 

consolidations in real-time, without messy exporting of data or 

expensive third-party software. 

Analysis and Business Intelligence 

Mark each line of every transaction with anything up to 15 levels 

of analysis. This enables you to measure the turnover and 

profitability of almost every conceivable facet of your business, 

from the marketing source of business through sales and profit 

by region, customer type, shop, profit centre, job, product range, 

and individual product. With such rich data, it makes sense to 

have graphical analysis and dashboards, which HansaWorld 

offers through the SmartView module - this provides realtime 

business intelligence without the need for lengthy data 

preparation. 

eBusiness 

Enterprise has a real-time web engine that allows you to create 

websites quickly, and make changes to the content in minutes. 

There are templates for text and picture-based websites and 

webshops, supporting customer-specific views of the website, 

flexible item groups, and even multiple languages. Other 

external parties can be given web browser access to any part 

of the system, for example to allow subcontractors to complete 

timesheets. The web engine exploits HansaWorld’s single 

server, single data-file architecture: enter an item into stock, give 

it pricing, details and a picture, and it’s live on the web. 

The World’s Best Integrated Business Platform 

With Enterprise’s integrated email and workflow, orders placed 

on the web can trigger email acknowledgements or SMS’s back 

to customers, notify warehouse of stock shortfalls, and even 

trigger a list of best selling items back on the website. 

Customisation 

Let our professionals adapt Enterprise to your specific 

requirements using HansaWorld’s Hansa Applications 

Language (HAL). 

These changes are made directly in the application rather than 

using a toolkit to link a separate application - consistent with our 

overall strategy of enhancing the level of interaction between 

each component of the software. 

It is possible to rename or move fields on screens, add new 

fields to the database, create or amend reports, exports and 

imports, add buttons and menu items, and even change any of 

the logic of the system. 

Third-party services 

HansaWorld offers to its customers a unique combination of 

third-party services, without the need to install external software. 

HansaWorld has installed these services on its own servers, and 

has developed technology for allowing your server to use these 

services on an as-needed (per-click) basis. For example, use 

single menu selections to: 

• research a customer’s credit history 

• enter addresses automatically from 

post codes or zip codes 

• process credit card transactions 

• track the progress of deliveries via your shipper 

• automate eInvoices 

• send SMSs 

• submit tax returns 

• submit banking files 

Check with your local distributor for a list of internet services 

available in your country. 

Enterprise by HansaWorld 

for your company 

HansaWorld has in-depth functionality for the vast majority of companies - 

as shown by the examples below. 

HansaWorld in Distribution 

• from Quotation to Invoice in under a minute 

• size, colour and unit handling 

• dimensions, packaging and supply chain management 

• flexible pricing and discounting 

• multiple locations 

• customs documentation and Intrastat 

• real-time and batch barcoding, with printing 

• serial and batch traceability 

HansaWorld in Professional Services 

and Creative Companies 

• fixed price and per diem invoicing 

• milestones, deposits and discretionary invoicing 

• scheduling and budgets 

• time entries from calendars and timesheets 

• rechargeable expenses 

• work in progress reporting and job bag 

HansaWorld and Maintenance/Repair Companies 

• items under maintenance 

• flexible frequency of invoicing 

• batch invoicing, automatic deferred income 

• warranty checking and cross reference to sale 

• allocation to engineers 

• costing of labour and materials 

• tracking of repair item locations 

HansaWorld in Retail 

• fast transaction entry 

• interfaces to scanners, cash drawers, 

till roll printers and touch screen 

• real-time multi-location handling or polling 

• queue busting from handheld devices 

• picture support for data entry and document printing 

HansaWorld and Manufacturing 

• multi-level Bill of Materials 

• Just-In-Time purchasing and production 

• purchase and production planning (MRP) 

• graphical scheduling of machines 

• routing and shop floor data collection 

• disassembly 

HansaWorld and Hotels 

• graphical PMS (reservation) system 

• touch-screen for bar and restaurant 

• switchboard interfaces, calls costed to rooms 

• interfaces to web tv, telephone data entry 

• concierge, cleaning and maintenance 

• excursion booking and transfers 

HansaWorld and Rental 

• open-ended and fixed date hires 

• rent of unique items and accessories 

• collections and swap-outs 

• graphical view of rental assets and status 

• invoicing by calendar day or working day 

HansaWorld and Training Companies 

• repetitive training or one-off courses 

• scheduling of classrooms, facilities, staff 

• participants, joining instructions 

• standard pricing tables per customer 

At the heart of HansaWorld 

Enterprise by HansaWorld is perfect for most companies, from small first-time users to large 

companies needing an integrated solution for all their business requirements - it’s as simple or 

as sophisticated as you make it. 

Built-in 

Easy to use 

• Customer Relationship Management (CRM) 

• Large library of standard reports 

• Email 

• Full drill-down/drill-across 

• Intranet 

• Editable forms and reports 

• Document Management 

• Drag and drop, including multiple selections 

• Webshop 

• Consistent layout, design and architecture 

• Multi-user calendar 

Fast to implement 

Wide-Area Networking 

• Proven technology that works 

• Fast, even over the Internet 

• One database, less interfacing 

• No special hardware or third-party software 

• Deep standard functionality 

• Works real-time over GSM/GPRS/3G 

• Less need for customisation 

• iPhone, Symbian and Windows Mobile clients 

• ASP ready 

Future-safe solution 

• Mixed platform on servers and clients 

Open 

• Standard technology 

• Hundreds of thousands of user years 

• Mixed Windows, Mac and Linux clients 

• Simple to upgrade 

• Scalable servers 

• Real-time interfaces to external packages 

• Database Options: Object (proprietary) or Relational 

• External Business Intelligence tools available 

The HansaWorld product range is designed for all your 

company’s needs and abilities. Companies of all sizes and 

in most industries can find an affordable solution that meets 

specific business requirements and supports individual 

International 

processes with a low cost of ownership. This is why more than 

• Multi-currency 

74,000 managing directors have chosen HansaWorld software 

• Dual reporting currencies, and Euro-compliant 

to run their businesses. 

• Multi-language forms and data 

• Screens in almost 29 languages 

• Localised for most major countries 

Modules 

• Business Alerts 

• POS Offline 

• Cash Book 

• Pricing 

• Cheques 

• Production 

• Conferences 

• Purchase Ledger 

• Consolidation 

• Purchase Orders 

• Contracts 

• Quotations 

• Course Booking 

• Rental 

• Credit Management • Report Generator 

• CRM 

• Resort 

• Customs 

• Resource 

• EDI 

• Planning 

• Email 

• Restaurant 

• Expenses 

• Sales Ledger 

• Fax 

• Sales Orders 

• Fixed Assets 

• Service Orders 

• Group Calendar 

• Share Trading 

• Hotel 

• SmartView 

• Internal Stock 

(Business Intelligence) 

• Jewellery 

• Stock 

• Job Costing 

• Task Manager 

• MRP 

• Telephone Log 

• Nominal Ledger 

• Warehouse Management 

• Point of Sales 

• Webshop and CMS 

Technologies 

• Business Communicator (Asterisk, Skype and TAPI) 

• Forms Designer 

• HAL Customisation language 

• Intelligent Routing 

• Interfacing Toolkit 

• Massive Cacheing 

• ODBC 

• SmartApps Designer 

• Wide-area Networking 

Internet Services 

• Address Lookup 

• Credit Card Payment 

• Credit History 

• E-invoicing 

• Electronic Bank Services 

• Electronic VAT Return 

• Exchange Rate Lookup 

Company profile 

HansaWorld is a major international software company specialising in 

business applications. The group employs around 300 staff in a strong 

network of daughter companies and distribution partners worldwide. 

There are 19 offices spanning all the major continents, allowing 

HansaWorld to offer international implementations with a single point of 

contact across many countries. 

The group was founded in Sweden in 1988, by Managing Director Karl 

Bohlin. While the group is now headquartered offshore, the largest 

offices and much of the development effort takes place in Scandinavia 

and around the Baltic Sea. The products are available in 29 languages 

and work with almost all computers and operating systems. The 

vast majority of the 74,000 HansaWorld installations are for small 

and medium sized businesses, but also many subsidiaries of large 

international companies. 

HansaWorld provides a local product manager for each market where 

it actively sells Enterprise. The product manager is responsible for 

translations (if required), localisation for statutory and commercial 

practices, and ongoing quality control. 

Product Strategy 

Enterprise’s advanced and successful user interface was first 

developed for Apple Macintosh in 1988. In 1994, when the program 

was ported to Windows, it had already been proved by thousands of 

users. HansaWorld’s experience with international sales and modern 

technology puts it in the perfect position to meet the challenges of the 

next decade. 

HansaWorld provides a wide range of technologies for e-business 

including internal and external email, several webshop solutions and 

PDA support. In addition, HansaWorld can help to build a corporate 

portal. Enterprise is developed using C++ as its programming 

language, and proprietary technology for database design and for 

network communication. This allows HansaWorld to have the same 

products available for several different operating systems, each version 

optimised for maximum performance. 

Currently Enterprise is available for Windows 2000–XP, including 

Windows CE, Mac OSX, Linux and AIX, Symbian S60 and iPhone. 

• Postcode Lookup 

Target Audience: Corporations and large businesses 

Specifications 

Size: Stapled A4 Booklet for Europe, US Letter for North America 

Colors: 4/4+1/1 matt laminate 

Paper: Tom & Otto Silk 250g

5 

Customer Relationship Management (CRM) 

Modules 


You can set Alarms on Activities to prompt you to complete them 

at a given time and date - these can open as pop-up windows, or 

send them as SMSs or emails. 

Alternatively you may want Enterprise to trigger the creation of a 

pop-up window, SMS or email on a given event. These are set in 

the Business Alerts module. For example, Enterprise can trigger: 

• a SMS to customer notifying them that their delivery has been 

shipped 

• an email to a manager alerting that a Quotation falls below the 

minimum GP allowed 

• an email to the project manager alerting that the job budget 

has been used up. 

Customer and Supplier Dashboard 

Use the Customer Status report and Supplier Status report to give 

you a 360 degree view of all interactions with a customer, prospect 

or supplier. Based on user-definable rights, the user can be allowed 

to view: 

• all the Activities for that customer (if necessary sorted by type) 

• sales ledger history 

• items purchased, with prices paid 

• turnover for a given date range 

• value and status of quotations 

• value and status of orders 

Add to this details of Projects and Project Budgets, Rental 

Agreements and Reservations, Service Orders and Worksheets, 

and Contracts, and you have all the information you need. 

Everything is drillable, for example allowing you to inspect an open 

Order, then run an Order dashboard (Order Status report) to review 

associated deliveries, invoices, returns and Activities. 

“The CRM solution has significantly improved the way we serve 

our customers” 

Arnas Sirutis, Databalt 

Letters and Mailings 

Enterprise allows you to create standard or ad-hoc letters, which 

can be printed for individual or selections of customers, or 

prospects. 

Each letter gives you control of the greeting (Dear Sir/Madam, 

Dear Jim and the like) and heading. In addition, you can create 

paragraphs of standard text, and bring them in to any standard 

letter with a single code. The letter list will show the proposed 

recipients of a mailing before you proceed, allowing you to change 

your selection criteria. As well as creating printed mailshots, the 

Customer Letter functionality can be used to send out email - and 

fax shots to selected groups of customers/ prospects/suppliers 

etc. 

Reports and batch routines can be used to improve targeted 

mailshots. For example, use the Who has bought/not bought report 

to find customers who have bought (or not bought) a particular 

item within a given date range, and run mail campaigns with this 

information to offer upgrades or cross-selling of other products. 

Collaboration 

Keeping track of a discussion by e-mail can be a challenge. You 

have to make sure the right people are included in every mail’s 

recipient list and either separately copy every e-mail to a certain 

folder or be ready for long and frustrating searches later. With 

Enterprise the whole debate is saved in one place. You can choose 

either to have discussions inside one mail or to create a specific 

conference. In both cases it is possible to attach files and see who 

has updated, read the posts and deleted the mail. 



• Cash Book 

• Pricing 

• Cheques 






• Contracts 



• Rental 


• CRM 

• Resort 

• Customs 

• Resource Planning 

• EDI 


• Email 


• Expenses 


• Fax 





• SmartView 

• Hotel 



• Stock 

• Jewellery 




• MRP 





Technologies 







• ODBC 



























next decade. 






Customer Relationship Management 


Tightly integrated with ERP, no data duplication 

Mobility 

Access all key data any time, anywhere 

Pipeline management 

Plan and manage your future opportunities 

Integrated telephony 

Make calls from relevant system records, route 

inbound calls based on system data/rules 

Workflow management 

Trigger authorisation requests, emails, SMS and 

pop-up windows yourself or from the system 

Graphical time management 

Graphical scheduling and calendars, 

time and attendance 

























Manage customer relationships and the 

efficiency of your sales staff 

Offer better customer service by using powerful pipeline management, segmentation, up-selling 

and cross-selling possibilities. HansaWorld CRM is affordable and easy to use. 

Contact Management 

Enterprise has a single register for all organisations with which you 

do business, whether they are customers, suppliers, prospects, 

press, trade bodies or anything else. People at organisations are 

also stored in the same register. You can relate as many people 

as you want to a single company. Store data such as people’s 

multiple contact details, their job description and generic function, 

salutation information and the like. Contacts register is accessible 

by all parts of the system, so you can sell to your suppliers, buy 

from your customers, repair equipment for press contacts and the 

like. Enterprise supports a wide range of detail being saved against 

the Contact record, including main address details, main delivery 

address, switchboard numbers and other contact information. 

Interfaces exist to popular post code addressing software for fast 

data entry of addresses. 

“Using the CRM functionality we have categorised our customers 

and now can instantly see the source of our income and where 

to focus in the future.” Patrick Verryn, CWM 

Contact records can be categorised using Enterprise’s Category 

and Classification tables, which are defined by you. The 

Classification field supports more than 20 levels of such analysis, 

so you can break down these records by marketing source, region, 

industry, size, and whatever else is an important measure for you. 

The Category and Classification fields are available as selection 

criteria for reports (for example turnover/profitability for customers 

that replied to a particular marketing campaign), and batch routines 

such as mailshots/emailshots. In addition, Enterprise provides 11 

user-defined fields of different types. 

Quotations/Pipeline Management 

Quotations are entered to Enterprise in an identical fashion to sales 

orders. All details that can be stored for a sales order can also be 

stored for a quotation. 

Once created, quotations can be printed to a user-defined form, 

and to PDF or HTML using Enterprise’s email engine. 

At any time, new sales orders can be created from quotations, 

singly or in bulk, with the same details, using a simple menu 

command. Also a job/project can be created from a quotation and 

the budget for that project. If required, a pro-forma invoice can be 

printed directly from a quotation. Original quotations are retained 

even after conversion to a sales order for analysis and lookup. 

Quotations can be classified by type, and Enterprise allows 

analysis of which Quotations are open, accepted or rejected. In 

addition there are fields for expected decision date, next action 

date, and probability. Reporting includes all open quotations, 

conversion rates by salesperson and type of business, estimated 

value statistics, and information on the length of sales cycle and 

average values by various criteria. 

Time Management and Scheduling of Resources 

Enterprise’s Calendar functionality is centred around diary entries 

called Activities, which allow the user to record details of what to 

do when. Tasks can be given sub tasks, for management of more 

complex administration, and prioritised. 

Each Activity can be marked as to whether it will appear in the 

Calendar (date and time based graphical entries) or in the To Do list 

(simple list of tasks to perform). 

Enterprise’s Calendar is a team-based system, rather than 

personal - you can review other people’s diaries, and if necessary 

look at more than one diary at a time to see when several people 

are available. 

Different types of work can be colour-coded, so you can see how 

anyone is planning or spending their time. Entries can be made 

for planned time and compared to actuals, and separate budgets 

can be prepared to see whether enough time is being spent on 

particular types of work. The graphical nature of these features 

makes employee chargeability easier to monitor, as you can 

immediately see which of a group of people is performing best. 

There are views per day, week and month, and up to three people’s 

diaries can be reviewed simultaneously in the Calendar. 

“With the help of Enterprise’s Task Manager and Calendar we 

can really plan our time better. It helps us to monitor each other’s 

tasks, delegate and prioritize our daily workload.” 

Ara Darakjian, Darakjian Jewelers 

If you have a group of employees (or subcontractors) who you 

need to schedule in advance, then multiple diaries can be viewed 

simultaneously from Enterprise’s Resource Planning module. You 

can create multiple views of who appears on which screen (by 

office, region, project etc), and you can drag and drop bookings 

between people (which reassigns who will be performing work). 

As with the Calendar, double-clicking on an entry in the Resource 

Planning module drills down to the underlying Activity, allowing 

review and editing. Activities can be allocated at any time against 

Projects, with Items also associated with the work - this allows 

information to be stored on rates, type of work and the like. When 

Activities are marked as done, these can post time directly to Job 

Costing, without the need for separate timesheets. 

To Do Lists 

Each person has a To Do list made up of Activities marked as To 

Dos. This allows genuine groupware functionality, since users can 

view the To Dos for other people (for example when they are off 

sick). Each To Do list can be filtered on multiple criteria, to allow you 

to work only with the tasks that are relevant: for example, you can 

run through your phone calls, or your Priority 1 tasks, or everything 

you need to do for a specific customer. To Dos are viewed from a 

central Task Manager, and drill-down is available to allow the user 

to open the underlying Activity. 

“We now have greater visibility at a glance to see where sales 

people are spending time and can measure the return our 

business is getting from this.” 

Michael Gigliotti, Time Out Sydney 

Activities can be connected to any other record in Enterprise by drag 

and drop. In most cases the activity gets linked automatically to 

the record from which it was created. As a result Activities become 

the triggers for doing anything within Enterprise: credit controllers 

can use Activities linked to Invoices to remind them what excuses 

a customer has already given; warehouse staff can use Activities 

linked to Picking Notes to include packing information; designers 

can use Activities linked to Projects for all the non-numeric Job Bag 

details. Reporting and cross-referencing links in Enterprise allow 

any user to see the full picture. 

Workflow 

Activities can be generated automatically as a result of sending a 

letter, quote or entering into a contract. Thus, for any customer, a 

complete history of transactions and communications is instantly 

viewable on screen including what has been done and what is yet 

to be done. True workflow management can be achieved with a 

feature which allows Activities to be generated automatically as 

a result of completing other Activities with a specified code. For 

example, marking a credit control Activity as completed with a 

“Cheque is in the Post” result might automatically create another 

Activity in three days time to check the post and chase the customer 

again if the cheque is not received. 

Knowledge Management 

Store copies of mails, whether internal or external, to multi-level 

personal archives if no one else needs access, or to Conferences, 

for secure archiving and quick access. Your company defines the 

folder structures in Conferences, creating logical places to store 

and retrieve any data worthy of sharing. Access rights can be set 

at the Conference level - for example at Board level for a Board 

conference containing minutes of meetings and key strategic 

decisions. Store external files against any mail at Archive or 

Conference level - creating a logical location for any of your data. 

Use Enterprise’s search engine to find any content in Conferences 

to which you have access. 

Integrated Telephony and Communications 

HansaWorld offers the ability to communicate with customers 

from inside the Enterprise application. You can select the Business 

Communicator from any customer- or supplier-facing record within 

Enterprise, which then allows you to initiate emails, SMSs and 

telephone calls with the company or individual, and even open a 

map of their location. Emails and SMSs open relevant records in 

Enterprise, where you enter details. Telephone calls interact with 

VoIP switchboards to make the call - these can include Skype, 

Asterisk and most switchboards with TAPI 2.0 drivers. Once the call 

is answered, Enterprise opens an Activity record to allow the user 

to record details of the call. 

Enterprise's integrated telephony also supports inbound intelligent 

routing. The switchboard passes Enterprise the telephone number 

of the caller, and the program instructs the switchboard how to route 

the call (for example to the salesperson in charge of the account, or 

to accounts if there is an invoice overdue from the customer). You 

can set rules for routing using HAL (Hansa Application Language). 

“Business Communicator makes it easier for our people to 

receive service orders and follow the communication history 

of customers, suppliers and partners. The possibility to initiate 

a call straight from the orders will make our customer service 

much more efficient.” 

Finnish Q3 Group 

Interaction with Enterprise by HansaWorld database 

CRM features interact with all other parts of the database. Typical 

examples include: 

• attach Activities to open Invoices to store credit control details 

• Activities in the Calendar/Resource Planner can automatically 

create Job Costing entries 

• generate Service Order records for repairs identified by your 

Call Centre 


Size: Stapled or Folded A4 for Worldwide locations, US Letter for North America 



6 

SmartView by HansaWorld 

Business opportunities previously impossible 

or too costly to analyse are now in reach 

True Business Transparency 

with SmartView 

Flexible | Powerful | Low cost | Interactive | Easy to use | Fast to implement 

Hansaworld provides fast, powerful and visual in-memory business analysis tool-without 

the limitations, cost or complexity of traditional Business Intelligence tools. 

What is SmartView? 

Top/Bottom 

This worksheet is particularly effective for Pareto analysis - when 

HansaWorld has teamed up with two of the biggest names in 

you need to see the top or bottom performing salespeople, item 

Business Intelligence, QlikTech and Oracle, and has connected the 

groups, items or customers. Use a slider to select the number of 

HansaWorld database into their BI tools. HansaWorld SmartView 

top or bottom performers to display. 

is a series of pre-written Business Intelligence templates, providing 

full dashboards, trend analysis, what-if analysis and much more 

What-if 

besides. 

This worksheet offers the ideal tool for creating your toplevel, 

strategic budgets. You start from a table of actual results 

Contents of SmartView templates 

based on any date range of your choosing, broken down by 

salesperson, item group, item or customer. You then use sliders 

To establish the exact contents of each HansaWorld SmartView 

for the percentage change in sales, costs and quantities, to derive 

template, talk to your local HansaWorld distributor, or view the 

a forecast. 

relevant demonstration on our website. 

As an example of the type of contents, the HansaWorld SmartView 

Sales Ledger 

Sales template built in Qlikview consists of: 

Use the Sales Ledger worksheet to analyse the content of your 

open ledger balance. Graphs display the ledger breakdown by 

Dashboard 

customer, age and more. 

The Dashboard displays graphs, key measures and trends, for 

the most important dimensions of your business - salesperson, 

item group, item and customer. Use selection criteria to switch SmartView Advantages 

between revenue, cost and quantities in the graphs, and make 

Instant queries 

selections for any year, quarter or month. 

It takes time to set up and run any queries in traditional Business 

Intelligence tools. They use data cube technologies, requiring 

Trends 

technical users to prepare data in appropriate formats usually the 

Provides: 

day before a query can be accessed. Not HansaWorld SmartView 

• monthly sales breakdown comparing current year with prior year 

- all queries are run in-memory, meaning that each graphic and 

• seasonality chart 

table can be refreshed in real-time. 

• sales/costs/profit current period against prior period, and 

trend, for Salesperson, Item Group, Item and Customer 


HansaWorld SmartView delivers powerful level 

of transparency across your business 

Immediate deployment 

Since the templates are already written, all a HansaWorld customer 

has to do to start SmartView is install the software. You can deploy 

the full suite in a four hour project, to include the necessary training! 

Large data volumes 

HansaWorld SmartView uses sophisticated loading techniques to 

allow it to be run on even large data volumes. HansaWorld keeps 

track of data that was loaded last time, and only loads the latest 

changes. 

Easy to use 

HansaWorld SmartView is highly intuitive, working the way your 

mind does. Just click on any component within SmartView, in order 

to analyse it further. For example, click on a region in a map, and all 

other graphics and tables will recast their results just for that region. 

Interactive analysis 

The approach of clicking into different dimensions means that 

what used to take several separate reports now takes a few mouse 

clicks. 

Use SmartView to understand trends - for example, if you see that 

sales in the South West are down, you can analyse this by product 

category. If you track this to a specific product category, you can 

then recast all graphics for just this product category, perhaps 

discovering the cause to be one customer having withdrawn 

purchases of that product category in all regions. 

Inline windows 

HansaWorld has written a web browser, so screens from the 

external Business Intelligence applications can be displayed inside 

HansaWorld. Users can configure links from their Personal Desktop 

and from Key Performance Indicators - these links will open any 

URL, so they can be set up to open the relevant dashboard from 

within SmartView. 

Hardware requirements 

HansaWorld SmartView needs to be installed on a separate 

Windows server from the main Enterprise implementation, but on 

the same local area network. Please talk to your local HansaWorld 

distributor about additional requirements. 

iPhone client 

It is even possible to deploy HansaWorld SmartView on an iPhone, 

using Qlikview’s iPhone client. This delivers real-time Business 

Intelligence straight to your iPhone. 

Benefits of HansaWorld SmartView 

Fast Implementation 

Business Intelligence live in 4 hours 

Ease of Use 

Almost zero training; highly intuitive 

Powerful 

Nearly instant response time on high data volumes 

Flexible 

Many different measures 

Interactive 

Analyse any dimension of your business 

Low Cost 

Immediate deployment delivers immediate return 


HansaWorld is a major international software company 

specialising in business applications. The group employs 

around 300 staff in a strong network of daughter companies 

and distribution partners worldwide. There are 19 offices 

spanning all the major continents, allowing HansaWorld to offer 

international implementations with a single point of contact 

across many countries. 

The group was founded in Sweden in 1988, by Managing 

Director Karl Bohlin. While the group is now headquartered 

offshore, the largest offices and much of the development 

effort takes place in Scandinavia and around the Baltic Sea. 

The products are available in 29 languages and work with 

almost all computers and operating systems. The vast majority 

of the 74,000 HansaWorld installations are for small and 

medium sized businesses, but also many subsidiaries of large 


HansaWorld provides a local product manager for each 

market where it actively sells Enterprise. The product manager 

is responsible for translations (if required), localisation for 

statutory and commercial practices, and ongoing quality 

control. 


Enterprise’s advanced and successful user interface was 

first developed for Apple Macintosh in 1988. In 1994, when 

the program was ported to Windows, it had already been 

proved by thousands of users. HansaWorld’s experience with 

international sales and modern technology puts it in the perfect 

position to meet the challenges of the next decade. 

HansaWorld provides a wide range of technologies for 

e-business including internal and external email, several 

webshop solutions and PDA support. In addition, HansaWorld 

can help to build a corporate portal. Enterprise is developed 

using C++ as its programming language, and proprietary 

technology for database design and for network communication. 

This allows HansaWorld to have the same products available 

for several different operating systems, each version optimised 

for maximum performance. 

Currently Enterprise is available for Windows 2000–XP, 

including Windows CE, Mac OSX, Linux and AIX, Symbian S60 

and iPhone. 


HansaWorld UK Ltd, 


London SW1W 0SR, UNITED KINGDOM, 

Tel. +44 (0)845 123 2732 E-mail: uk@hansaworld.com, www.hansaworld.com 

Windows 2000, Windows 2003, Windows CE, Windows XP are registered trademarks of Microsoft Corporation. Apple Macintosh and MAC OS are registered 

trademarks of Apple Computer Inc. xSeries, pSeries, iSeries and zSeries are registered trademarks of IBM Corporation. Copyright HansaWorld Ltd. 


Size: Stapled A4 for Worldwide locations, US Letter for North America 












7 

HansaWorld Partner Programs 



Be innovative and profitable with HansaWorld 

For more than 20 years, HansaWorld has been developing and implementing a single, 

integrated solution covering Accounts, Enterprise Resource Planning and Customer Relationship 

Management. During the years we have achieved significant results in the global market. 

More than 74,000 customers have chosen HansaWorld solutions for running their businesses. 

International diversification is one of our main company strategies and our partners play a major 

role in achieving our leading position in the global market. 

Our partnership development strategy is totally based on a Business Partner program 

mutually rewarding approach. It allows our partners to increase Program challenges: 

their profitability by means of closing more deals, entering into 

• Are you tired of competition within your current product 

new verticals and establish their business in new markets. We 

channel? The Business Partner program is designed for you! 

have a great number of opportunities for your business you can 

take advantage of. HansaWorld has developed several different • If you are a consulting company with many years of 

partnering programs that provide a long list of benefits and experience in installing and supporting ERP in general 

flexibility to accommodate different business needs. 

and/or HansaWorld products in particular you are likely 

to be successful within the HansaWorld Business Partner 

Below are three easy steps to becoming a HansaWorld partner 

program. 

and to supporting the growth of your business: 

• HansaWorld offers training and certification in consulting, 

1) Choose your partnership level 

sales and programming, to enable you to offer our joint 

2) Become HansaWorld partner 

customers valuable first-class service and advice. 

3) Get all benefits from HansaWorld Partner Program. 

Program benefits: 

Distribution partner program 

• There is no competition inside the HansaWorld channel. The 

Program challenges: 

Business Partner program allows partners to register their 

potential leads with HansaWorld using an online cooperative 

• Localise and maintain the products with HansaWorld 

support. 

CRM system. 

• Actively build a channel of sales partners. 

• HansaWorld offers discounts in recognition of the value 

for both HansaWorld and the customers that the certified 

• Offer support and training for customers and partners. 

specialists add. 

• Actively market HansaWorld products. 

• Innovative “product tools” will help you to sell an all-in-one 

ERP system for the SME market. There are many unique 

selling points like mobility, WAN (Wide Area Networking), 45 


specialised modules, easy to install and use software etc. 

We offer possibilities to have local price lists to meet the which will open to you many new business opportunities and 

expectations in your market. HansaWorld software is easy to will give you a chance to close deals much faster. 

translate to local languages and to adapt to local accounting 

• You will have access to our reference customer program 

regulations. You will also get professional support from our 

to help provide security to your potential customers. Our 

international team of consultants and from our sales team etc. 

worldwide competent partner support will ensure a good 

Margin Range – 40-60%. 

start for our partnership. 

Margin range: 25 - 45% 

Referral Partner program 

Hardware Partner Program 



• HansaWorld offers a partnership program for IT and services HansaWorld offers a partnership program for selected Hardware 

companies wanting to complement what they are offering to Suppliers. We aim to provide a joint offering of quality solutions 

their customers with accounting software or an ERP system and services for our customers to safely run their HansaWorld 

that matches the other products in their portfolio. 

systems on. 

• Under this program there are no special demands for 

having trained or dedicated staff. HansaWorld will help with HansaWorld offers hardware partnerships per region and 

installation and support. The sales process will be a joint depending on: 

effort between the partner and HansaWorld. 

• Quality of products 

• The margin we offer partners under this program takes into • Quality of local services 

consideration how much sales work needs to be done by • Willingness to promote HansaWorld products in their own 

HansaWorld. 

channel 

• Marketing efforts towards the SMB segment 

• Almost any company can be a partner. HansaWorld will 

complement what is lacking in sales skills and consulting 

skills with our trained staff working in our local distribution 


offices. 

• HansaWorld has a training program for Hardware dealers 

that wish to be part of our Hardware Partner Program and 


to help you get your staff skilled to talk about HansaWorld 

solutions. 

• You will be offered a basic margin depending on what country 

you are based in. As your sales volume grows, your margin • HansaWorld offers co-marketing possibilities for Hardware 

will increase, typically doubling if you manage to sell a system distributors that wish their products to be more clearly 

every second month. If you agree to do co-marketing, you branded in the SMB segment. 

will get increased margin for a period. Special cases can be Margin range – 7-15% 

agreed where we might agree to higher margins, or the use 

of special prices. 

Margin range - 15-30% 


Private Referral Partner program 


• HansaWorld offers a partnership program for private 

persons who are interested in helping to sell HansaWorld 

solutions and earning a commision on such sales by 

informing HansaWorld of a third party who is interested in 

purchasing a HansaWorld software licence. The lead must 

result in actual sales within 30 calendar days after registering 

the lead. The decision whether to proceed with the lead and 

the actual sales work will be done entirely by and at the 

discretion of HansaWorld. 

• It is the partner’s responsibility to make sure that it has any 

necessary permission that may be required by its employer 

and/or that it does not breach any law, contract or good 

practice when passing on the lead to HansaWorld and 

receiving the finder’s fee. 

• This program allows the partner to register its potential leads 

with HansaWorld using the online cooperative CRM system. 

Channel Recruitment Partner program 


• Are you a company in a region HansaWorld does not 

yet have representation in? Do you want to help to take 

HansaWorld solutions to your region? Do you have lots of 

contacts amongst IT and consulting companies? If yes, then 

this program is probably right for your business. 


• You can build a channel that contributes to recurring revenue 

and margins for your organization. 

• You will receive continuous support from our professional 

team across the globe. 

Margin range: 5-15% 

HansaWorld Partner Program Benefits 

HansaWorld Partner programs offer numerous benefits to potential partners. 

Below are mentioned just some of the most important ones. 

Financial Non-material Technical 

• Wide range for product 

• High HansaWorld’s activity • Wide product functionality; 

margin (5-45%); 

in the markets; 

• Innovative solutions; 

• Percentage of annual maintenance • HansaWorld support for 

• Opportunity to decrease 

fee and support fee depending the markets (Education, 

customers' buying cycle; 

on the partner program; 

Marketing, Sales, Services); 

• Wide range of vertical solutions 

• Possibility to win price competition • Support from HansaWorld 

supported by HansaWorld; 

on every particular deal; 

University; 

• High number of references 

• Absence of competition 

from different countries; 

inside HansaWorld channel. 

HansaWorld does not compete 

with its partners nor encourage 

HansaWorld Partner Support 

Education 

Services 

HansaWorld offers high quality training courses throughout the Ensure that your HansaWorld implementation projects are 

world to help partners ramp up their knowledge of HansaWorld completed on time and on budget and that customers receive a 

solutions quickly. HansaWorld also offers the possibility to high quality service at all times: 

improve and refresh your knowledge on products with e-learning 

a) Make use of HansaWorld’s own developed and well 

videos. Prepare your staff with HansaWorld University: 

tested HansaWorld Implementation Methodology; 

a) Developed and tested training courses for sales 

b) Get customers live with standard solutions, 

people, consultants and developers 

shorter implementation times and lower budget with 

b) SmartCamps - developed especially for partners, 

HansaWorld’s Rapid Implementation Methodology; 

where HansaWorld specialists share their knowledge 

c) Help customers to make sure they are using their 

and expertise 

HansaWorld system as efficiently as possible by 

c) Take advantage of HansaWorld University wide 

providing HansaWorld Health Check services. 

knowledge base 

d) Different certification programs. 


competition amongst partners; 

• HansaWorld pays a finder’s fee to the partner for the lead 

received from the partner that results in sales of HansaWorld 

software. 

Margin range – 5-15% 

• HansaWorld allows resellers to 

get into more accounts than other 

ERP solutions (Mac and Linux 

customers, customers with real-time 

mobile components, customers 

wanting integrated telephony 

Sales and Marketing 

Depending on the partner program, HansaWorld offers different 

menus of sales and marketing activities: 

a) Make use of HansaWorld’s tried and tested effective 

and unique sales methodology 

• High product quality 

b) HansaWorld has developed special branding 

• International strategy- HansaWorld 

can help partner with international 

implementations if particular 

partner has only local presence. 

• Investment in development- 

HansaWorld invests most of 

its profits back to R&D 

elements, such as logos for partner use. Partners are 

encouraged to use HansaWorld Business Partner logo 

on their sales and marketing materials, web sites and 

exhibition booths 

c) Ready to use sales and marketing materials 

d) Co-marketing possibilities where costs can be shared 

with HansaWorld 

• For the new markets - possibility to 

become a leading company in the 

channel in a short space of time; 

• Access to HansaWorld’s installed 

base of over 74,000 customers 

• Credibility through an established 

certification process 

About our partners 

Technology partners 

Logo Company Information 

NOKIA Nokia - as a member of Forum Nokia PRO Enterprise Zone, 

HansaWorld receives technical, business development and 

marketing support from Nokia. HansaWorld’s mobile software 

runs real time on Nokia business phones. 

APPLE Apple - since the first version in 1988, HansaWorld business 

software has supported the Mac operating system. When Apple 

switched to using Intel chips, HansaWorld software was ready 

to run native on the new processors. Enterprise by HansaWorld 

runs also on iPhone and iPod Touch. 

Books by HansaWorld 

Complete integrated accounting and contact management software 

with unlimited scalability straight out of the box. Perfect for small and 

start up businesses. 

Enterprise by HansaWorld 

Multi-award winning business software for medium and large 

companies with 45 truly integrated modules (Business Alerts, Multiuser 

Calendar, Task Manager, CRM, Expenses Management, Project 

Management, Repetitive Invoicing, Accounts, Sales and Purchase 

Management, Pipeline Management, Stock and Warehouse 

Management, Asset Management, Web Shop, Production, Point of 

Sales, Hotel Management, Rental Management etc). Scalable up to 

1000+ users. 


HansaWorld is a major international software company specialising 

in business applications. The group employs around 300 staff in a 

strong network of daughter companies and distribution partners 

worldwide. There are 19 offices spanning all the major continents, 

allowing HansaWorld to offer international implementations with a 

single point of contact across many countries. 

The group was founded in Sweden in 1988, by Managing Director 

Karl Bohlin. While the group is now headquartered offshore, the 

largest offices and much of the development effort takes place in 

Scandinavia and around the Baltic Sea. The products are available 

in 29 languages and work with almost all computers and operating 

systems. The vast majority of the 74,000 HansaWorld installations are 

for small and medium sized businesses, but also many subsidiaries 

of large international companies. 

HansaWorld provides a local product manager for each market 

SmartView by HansaWorld 

where it actively sells HansaWorld Enterprise. The product manager 

ORACLE 

Oracle - HansaWorld products support the Oracle database, 

the companies will further develop the cooperation during 2009. 

According to Gartner, Oracle is the #1 database with 47.1% 

market share. 

HansaWorld has also connected the HansaWorld Enterprise 

database with Oracle Business Intelligence providing customers 

easy to use and powerful business analysis tool. 

HansaWorld has teamed up with two of the biggest names in 

Business Intelligence, QlikTech and Oracle, and has connected the 

HansaWorld Enterprise database into their BI tools. HansaWorld 

SmartView is a series of pre-written Business Intelligence templates, 

providing full dashboards, trend analysis, what-if analysis and much 

more besides. 

is responsible for translations (if required), localisation for statutory 

and commercial practices, and ongoing quality control. 

SKYPE 

Skype - integration with Skype allows calls to be launched 

directly from HansaWorld software, making it easy to start and 

monitor sales or support calls 

QLIKVIEW HansaWorld has connected HansaWorld Enterprise database 

with QlikTech Business Intelligence providing pre-written 

Business Intelligence templates, including full dashboards, 

trend analysis, what-if analysis and much more besides. 


Size: Folded A4 for Worldwide locations, US Letter for North America 



8 

Point of Sales (POS) 

Modules 


Interaction with Enterprise by HansaWorld database 

Point of Sales is a module fully integrated with all other parts of the 

Enterprise database. Many interactions are possible, promoting 

key efficiencies, in particular: 

Accounts 

Depending on your choice of real-time or batch, you get either realtime 

or batch accounting entries as well. Either way, you eliminate 

the need for any rekeying or building of expensive interfaces, 

and you can navigate between relevant transactions with single 

keystrokes. 

Stock 

Again depending on your choice of real-time or batch, you get 

either real-time or batch stock control entries as well, across all 

your multiple locations. These figures are simply queried from point 

of sales entries. 

Purchasing 

It’s easy to query when to expect delivery of items out of stock, and 

store managers have many tools to assist them with purchasing 

(if they place orders directly on suppliers) or with requisitioning (if 

there is central purchasing). 

Customer Relationship Management (CRM) 

If you capture data about your customers at point of sale, then it’s 

straightforward to target mailshots on a regular basis - for example, 

it takes around a minute to create an emailshot to all customers 

profiled as interested in your most expensive product and who 

have not bought it yet. 

Document management 

Any file can be attached to any record in the Enterprise database. 

Most frequently this will be pictures attached to the Item record - 

both to assist with data entry and for printing onto invoices. 

Other vertical modules 

As Enterprise is a single, integrated database, it’s natural for the 

POS user to be able to make sales or entries in other parts of the 

system - subject to access rights. The most frequent such entries 

include service orders (repairs), raising of maintenance contracts 

and sales of implementation services. 

"When we close for the day, the Cash Up report makes it easy to 

balance the cash.” 

Frank-Steinar Pedersen, Eplehuset 



• Cash Book 

• Pricing 

• Cheques 






• Contracts 



• Rental 


• CRM 

• Resort 

• Customs 


• EDI 


• Email 


• Expenses 


• Fax 





• SmartView 

• Hotel 



• Stock 

• Jewellery 




• MRP 





Technologies 







• ODBC 



































next decade. 














Point of Sales 


Point of sales, CRM, purchasing, inventory 

and accounts in the same application 

Single server architecture 

Have centralised control of your 

system and reduce the costs for hardware 

Multi-store 

Supports real-time single and multi-store 

operations worldwide 

Offline Point of Sale 

Mixed real-time and local, batch Point of 

Sales for greater flexibility 

Mobility 

Process sales transactions and even take 

payments on various handheld devices 

Mixed Platform 

Mix and match Windows, Mac, Linux and 

handheld clients 

Business Intelligence 

Graphical dashboards on key sales 

measures delivered in hours 






London SW1W 0SR, UNITED KINGDOM 

Tel. +44 (0)845 123 2732, E-mail: uk@hansaworld.com 


Automate point of sale processes and gain powerful 

insights to help you deliver superior customer service 

Enterprise is ideal for a retail Point of Sale environment. This fully integrated system links your front 

office point of sales system directly to your back office operations. Access the relevant data realtime, 

or offline if required. 

Hardware setup 

Enterprise is ideal for a Point of Sale environment (POS), such as 

a shop. Enterprise is loaded onto a PC connected to the network, 

which acts as the till. Various POS devices can be connected to the 

PC and used for data entry or output by Enterprise: 

Barcode scanners 

Enterprise accepts data entry for any field from 

a barcode scanner, including stock codes, commercial barcodes, 

and serial numbers. 

Receipt printers 

Enterprise is best set up to print to these printers using escape 

sequences. Document layout is customisable. 

Cash drawers 

Enterprise can issue escape sequences to open a cash drawer 

when printing receipts. 

Intelligent keyboards 

Programmable keyboards allow one or more series of keystrokes 

to be preprogrammed, so a series of Enterprise commands can be 

performed at the touch of a single key. 

Keyboards can be used in this way for data entry 

(instructing Enterprise to add a particular piece of data into a 

specific field), for printing, opening a cash drawer, and moving on 

to the next transaction. 

“It was important for us that the selling process in the system 

would be quick and foolproof. It was important that the system 

was very user friendly, that it’s almost impossible for users to 

make any errors. I am happy that we have achieved these goals 

with Enterprise.” 

Alan Bekhor, Bekhor Offices 

Touchscreen monitors 

Touchescreens provide faster data entry in predictable environments 

with few items, particularly food and beverage stores. 

Credit card processing machines 

Enterprise can be interfaced to software used to run these 

machines, removing the need for rekeying of amounts. 

Customer Data Collection 

Retail is a fast-moving environment, and so capturing customer 

details must be as quick as possible. In many cases, you will not 

want to capture customer address details - Enterprise supports 

configuration of a default customer with, for example, cash terms 

on a tax-inclusive price list. 

The power of Enterprise’s integrated approach becomes apparent 

when you need to capture customer details. If you have dealt with 

the customer before (whether or not you have sold to them), you 

can find their details with a couple of keystrokes, and bring in automatically 

their payment terms, address details and pricing details. 

If the customer is unknown to you, it is possible to enter their details 

quickly from the invoicing screen. In some countries, interfacing to 

postcode addressing software can further speed up this process, 

and help to eliminate errors. 

Pricing 

Each customer can be given a price list, for setting their unit prices, 

and/or a discount matrix (for setting a percentage discount). Price 

lists can be tax-inclusive or exclusive, and set in any currency. 

Promotional price lists can be configured, that apply only for a 

given date range. Prices can be set in this way for all items in the 

database, or for any individual items or groups of items. Customers 

can be given “customer-specific” variations to a price list without 

needing to create a completely new price list. Prices and discounts 

can also be made dependent on the quantity of an item that is sold. 

“With Enterprise we have dramatically reduced training time for 

retail operations by 75%.“ 

Robert Ruigrok, CompNow 

Cash, Credit Cards, Gift Vouchers 

Payment terms will principally be cash, but can be any of the 

other terms in the database. For example, you may have trade 

customers that occasionally pick up their own items rather than 

requesting delivery and who want to be invoiced. These terms 

can be overridden for each transaction - for example if the above 

trade customer feels like paying cash anyway. Sales Ledger entries 

will be created automatically where payment in full has not been 

received. 

"We need to have a good view about the overall operation and 

sales data in stores, and with Enterprise's wide area networking 

capabilities we can log in from anywhere and get a birds eye 

view of all the showrooms real-time." 

Ghassan Bendali, iStyle 

For cash transactions, Enterprise will support multiple payment 

methods even on the same transaction, such as when a customer 

pays partly with one or more credit cards and partly in cash. Also 

cashback transactions may be required, and these are calculated 

automatically. 

At the end of a shift, you enter a summary of payments received, 

split by payment type, and Enterprise reports on the comparison 

between takings booked and received. 

In many countries Enterprise offers internet services supporting 

automatic credit card processing. 

Enterprise also allows you to issue gift vouchers, and track who 

these were sold to. Gift vouchers can be redeemed as just another 

payment method, although serial numbers are verified at the same 

time to ensure the voucher is legitimate. 

Enterprise also supports deposit taking, both on a discretionary 

basis and as a percentage of the total invoice. Items rung through 

on the till can be shipped subsequently to the customer. 

Stock 

Enterprise has a fully integrated stock system. Refer to Enterprise 

and Stock and Warehousing and Enterprise and Purchasing for 

more details. Stock elements that can be unusual in other POS 

systems include: 

• serial number tracking 

• ability to take cash while issuing stock later 

(whether for customer collection or despatch) 

• multiple locations, and multiple positions at 

each location (for easier stock discovery) 

• detailed and automated stock counting features 

• multiple stock valuation methods 

• support for consignment stock 

• extensive reporting on sales, margins, item 

histories, warranties and much more. 

Interface and Searches 

Careful thought has been given to the user interface to ensure ease 

of use coupled with rapid data capture. 

Examples include: 

• cursor movement to mandatory fields only 

• item warnings to assist users 

• user-definable buttons, at multiple levels 

• access to all other parts of the integrated database 

It's vital in many POS environments to have quick searches to 

find data, in particular customers and items. Enterprise supports 

searches on any string, with drill-through from lists of matching 

entries onto the point of sales invoice. Items can be given multiple 

classifications, and then selected by moving through multiple level 

menus. You can select using Coverflow - touchscreen or mousedriven 

selections of pictures of your stock items. 

Real-time or Batch 

Enterprise is a real-time, fully integrated system. Many of the POS 

users will want to benefit from this, by keeping stock control figures 

in real-time. 

Enterprise’s unique design allows use over wide-area networks, 

including slow speed networks, without the requirement for 

expensive, complex third-party software. As a result Enterprise is 

particularly simple to deploy real-time across multiple sites, allowing 

you to query stock in alternative locations where necessary. 

"Enterprise has allowed us to merge information from all of our 

different locations into one database by each shop connecting 

to the central server directly." 

Ilze Neihofere, Aproagrade 

Some companies may feel insecure working real-time across 

multiple sites, and will prefer to use Enterprise’s routines for 

uploading data from remote locations to the server - 

these can be run at any regularity, not just the traditional overnight 

method. This “batch” method also provides a fallback for real-time 

users, should the network connection go down for any reason. 

Queue Busting 

In particularly busy retail locations, you may benefit from 

Enterprise's ability to run on mobile devices such as Windows CE 

barcode scanners, or Apple's iPod Touch/iPhone. Use barcodes or 

touchscreen to enter items purchased, and then print to wireless 

network printers. 





9 

Project Management 

Modules 


Links to Payroll 

Enterprise can easily export time sheet information for import into 

an external payroll package. The payroll summa ries can also 

be exported from payroll packages for import into the Enterprise 

Nominal Ledger. See your Certified HansaWorld Business 

Partner for advice about imports and exports with different payroll 

packages. 

Interaction with the Enterprise by HansaWorld 

This product sheet covers several modules that all interact. There 

are also other modules within the Enterprise that offer benefits to 

companies using job costing modules: 

• Engine: covers Nominal, Sales and Purchase Ledgers, 

Quotations, Sales and Purchase Orders, and Stock - for all the 

accounting, debtors, creditors, and stock entries 

• Job Costing: covers Projects, Project Budgets, invoicing, 

settings and reporting 

• Expenses: for the employee expense claims 

• CRM: you can create Calendar entries that automatically post 

time to projects, create mailshots targeted to customers who 

have or have not bought a specific service, and run detailed 

reporting by activity 

• Resource Planning: shows multiple calendars simultaneously 

• Document management: any file can be attached to any 

record in Enterprise, such as PDFs samples of artwork to 

show to prospects, held against the original prospect 

• Email: permits automatic emailing of Purchase Orders to 

suppliers, statement runs to clients and much more 

• Business Alerts: trigger emails and SMSs to clients and staff, 

such as warnings that the budget has now been exceeded, or 

that there is a credit note created above the authorised limit. 



• Cash Book 

• Pricing 

• Cheques 






• Contracts 



• Rental 


• CRM 

• Resort 

• Customs 


• EDI 


• Email 


• Expenses 


• Fax 





• SmartView 

• Hotel 



• Stock 

• Jewellery 




• MRP 





Technologies 







• ODBC 






























next decade. 









Project Management 

Visibility 

360 degree view of project status and budget 

Control 

Project cost and information about 

deliverables at your fingertips 

Graphical 

Projects and resource utilisation 

displayed graphically 

Mobility 

Time and materials can be entered from a 

mobile device 

On time 

Functionality and reports available help 

delivering projects on time 

On budget 

Cost tracking and business alerts help 

delivering projects on budget 

















Tel. +44 (0)845 123 2732 E-mail: uk@hansaworld.com 


Have the visibility and control you need to deliver 

projects successfully 

Save time and money! Professional services, construction and creative companies will benefit from the many 

functions found within Enterprise software. Project management, costing and job bag capabilities are seamlessly 

integrated with all areas of the accounting system. 

Quotations 

“We’ve totally transformed our weekly project tracking and 

management reporting”, 

Raise Quotations for Projects by quickly entering relevant codes, 

Matti Zadok, Experian Integrated Marketing 

and even using drag and drop of relevant items. Mix and match 

time, materials, expenses and stocked items. Enter free text 

Create Project Phases, with the dates the phases are running 

descriptions, or drop in blocks of text from elsewhere. Forms can 

from. All transactions will get labelled with their phase, enabling 

be set up with header lines and subtotals, to create excellentlooking 

and easy to read documents. Use Enterprise’s pipeline 

reporting on profitability, timing and project status per phase. 

Sign off completed phases, and you can trigger invoicing just for 

management features to report on conversion rates, value of 

transactions belonging to those phases. Assign percentages to the 

potential orders per month and average sales lead times. New job 

phases, and get reporting on the percentage of the Project that is 

numbers can be created from quotation details automatically, at 

now complete. 

any point in the sales process - whether or not the sale has been 

closed. 

Budgets 

“We can be more proactive since we can identify if there is a 

Budgets can be raised automatically from Quotations, or entered 

problem with a project much earlier on in the process.” 

manually. These can be allocated to individuals, so reporting can 

Kieran McGinley, Maiow 

pick up overruns at the person level as well as by type of work. 

Project Overview and Phases 

The Project record controls much of the information for invoicing, 

reporting and for accounting. There is huge flexibility over the level 

of detail to present on invoices - with different settings for each 

project. For example, choose to present the time worked on the 

project as anything from a single row consolidating all days, to 

separate rows for each day by each person, with the date shown. 

Classify projects by business type, urgency or any other criteria, 

and provide analysis codes that feed right through to the accounts. 

Rules set on Projects and Project Budgets give huge flexibility on 

methods of invoicing, including: 

• fixed price: per project, per item or per item type 

• time and materials (per diem): with rates picked up from price 

lists that can be set per client or group of clients 

• milestones: this might be as simple as a single deposit, that 

gets automatically allocated against future invoices raised, 

or as complex as a series of milestones with amounts and 

expected invoicing dates 

• retentions: set these as absolute amounts or percentages, 

and HansaWorld reverses it automatically when the final 

stages have been signed off. 

Each budget line can be marked with a type, that indicates whether 

future invoices will be based on actual costs or a fixed amount, or 

even not recharged to the customer at all. You can also set blocks 

to prevent invoicing of specific items before given dates. 

Scheduling 

Assign one or more managers, and all team members, by entering 

their person codes on the Project record. Use Enterprise’s 

Resource Planning module to schedule each piece of work on 

the Project. You can filter the schedule to show just work being 

performed on a specific project, or all time entries, for each project 

team. You do not need to replicate scheduled tasks on timesheets: 

if you are using the schedule, ticking work as done makes the 

necessary job costing entries. Resource Planning supports drag 

and drop reallocation between different team members. 

Time Billing and Costing 

Set up as many employees as you want, each with their hourly 

rates and cost per hour for gross profit calculations. Employees 

can belong to groups, all with the same rates, for ease of entry and 

reporting. Job groups can themselves be associated with price 

lists, so different customers are recharged at different rates for the 

same person’s time. In addition, you can set up specific discounts 

or unit prices for individual customers and items (time or costs). 

Time sheet entries allow you to enter any quantity of items (usually 

hours of an employee’s time) against an employee and project. 

In addition, items can be non-stocked cost items, such as 

consumables, recharges and the like. To make things even easier, 

job groups can be restricted to a defined list of items that can be 

entered on time sheets. 

To speed up data entry, clicking Enter or Tab from a blank line 

copies data from the line above to the line below, which can then 

be edited. Posted entries can be amended easily by marking them, 

”red-lining” deletions, and adding amended lines. 

Time entries can even be given codes that relate to when on the 

day or in the week the work was performed. For example set 

overtime rates for weekdays after 5pm, double rates for weekends, 

and triple rates for state holidays. 

“We have been impressed by the simplicity of costing time and 

expenses against jobs, holding this data for multiple years, and 

then invoicing it whenever required,” 

Paul Harris, ICEE 

Standard reporting includes: 

• Employee statistics, covering time worked, on what, by 

project, with productivity details 

• Consultants bonus calculations 

• Gross profit by project and by employee, if requested showing 

time, purchases, material and order items separately 

• Project invoicing, giving amounts invoiced and yet to be 

invoiced 

• Budget against actual income and costs, in value and quantity 

terms, at several levels of detail 

• Project profit/loss 

Expenses 

Enterprise provides simple expenses sheets to allow your 

employees to enter their expenses. The expenses input screen is 

headed by the employee and only books expenses against specific 

employee. Coding is simplified, so the employee only needs to 

enter intuitive codes describing the type of receipt (e.g. “CAB” for 

a taxi fare), and Enterprise takes care of the accounting entries and 

the tax treatment. 

“For staff reimbursements, we now use the integrated Expenses 

module and have been able to eliminate the old manual 

spreadsheets which were previously very labour intensive.” 

Michael Gigliotti, Time Out Sydney 

Enterprise also provides the facility to have someone sign off an 

expense sheet. Expenses sheets can be in any currency, with a 

current rate being picked up automatically, by default. 

Enterprise provides reports to show what is owed to each 

employee. Payments can be made to each employee, as advances 

or repayments. These show company’s and the employee’s bank 

accounts and lists to be sent to your bank. Additional bank fees 

can be added to these payments. 

Way lists are also available for employees to enter information 

about travel time and distance which can also be allocated to a 

project. 

Purchase Orders and Invoices 

Each row of a Purchase Order or Purchase Invoice can be 

allocated to a project simply by putting the project code on it. The 

Project Purchase Orders Report shows, for each project, values 

or quantities of items allocated to the project on Purchase Orders, 

Purchase Invoices, and recharges on Sales Invoices - so you can 

quickly pick up missing accruals or recharges. 

Stock Transactions 

Depending on your type of business, you may choose to allocate 

stock entries against a project when purchasing, direct from stock, 

or by delivering to any project location. 

Invoicing 

Enterprise handles any schedule of invoicing, based on budgets, 

costs or any number of pre-set amounts at any date. 

Enterprise allows you to set up a default presentation for an 

invoice, which can be varied for any project. This determines the 

level of detail independently for entries from time sheets (time 

and consumables), and for purchases. Detail varies from every 

transaction to one line per project, but alternatively allows listing by 

item or by item group. 

Prior to invoicing, you may change the quantity or price of any 

time based item. Each Item can be associated with markups, 

so they can be recharged from the job at the marked up price. 

Alternatively, you may change the mark-up percentage for any item 

prior to invoicing. Invoices can be raised for a client across jobs 

automatically. 

“Previously we have been relying on people remembering to 

record all information relating to a project and transferring it into 

the accounts system.” Jacqui Howell, Air Studios 

Enterprise provides an on-screen report for all items on a project 

yet to be invoiced. Like many key reports in Enterprise, the report 

has full drill-down, both for transactions and budget details. You 

can double-click down to the detailed transaction, and edit quantity, 

price, discount or mark-up figures to make final adjustments prior 

to invoicing. Billable entries can be marked as “invoice after date” 

and any number of interim down-payment or deposit invoices can 

be raised and set off against the final invoice. 

Multi-currency and Accounting 

Projects can be given a currency, and all invoicing will be in that 

currency. Costs incurred in that currency will be billed without 

translation, whereas costs in any other currency will be translated 

automatically to the billing currency. Price lists can be assigned per 

currency for any item. 

Enterprise supports real-time accounting of work-in-progress from 

all costing entries. 





Windows 2000, Windows 2003, Windows CE, Windows XP are registered trademarks 

of Microsoft Corporation. Apple Macintosh and MAC OS are registered trademarks 

of Apple Computer Inc. xSeries, pSeries, iSeries and zSeries are registered trademarks of IBM 


10 

Product sheets 

Product sheets, similar to Brochures contain detailed product information or services HansaWorld offers to its customers 

and/or partners. Marketing materials listed in this category are usually the different modules HansaWorld offers and specific 

services. 

Accounting Controls 

Modules 


Most transactions in Enterprise have two states of saving - there 

is an OK checkbox, which must be ticked for a record to be truly 

committed to the ledgers (and other registers). Records can be 

saved prior to “OKing”, and remain fully 

editable until OKed. Access to the OK checkbox can be controlled 

per user, for each screen type, so different users can enter and 

authorise transactions. 

Purchase Orders and Purchase Invoices also have a Signatory 

field, so you can see who has authorised them. Purchase Invoices 

can be put on hold, so they are not inadvertently paid. 

Integrated Business Platform 

Enterprise is an Integrated Business Platform, offering solutions for 

almost all the departments of a small or mid-sized business. All 

the solutions are offered in a single application, with full interaction 

between each component. As a result, to look at Accounts in 

isolation is to miss the key differences and benefits of Enterprise’s 

approach: 

• an architecture that reduces reliance on IT hardware, allowing 

organisations to focus on their business rather than their 

infrastructure 

• users are given visibility of data from other disciplines (subject 

to access rights), which enriches their jobs. For example, credit 

controllers can see promises made by salespeople and problems 

with service management that might be holding up payments 

• automations can interact across disciplines, for example allowing 

marketing to create automated mailshots based on customers 

who have not yet bought a product or service 

• reporting is improved by the co-existence of data from different 

parts of the business. For example it is simple to produce Profit 

and Loss reports and Balance Sheets that includes committed 

costs and GRN accruals 

• training is faster and more effective than for companies 

implementing multiple solutions, as there is a common approach 

Mobile Solutions and Wide-Area Networking 

All of the Enterprise functionality is available to users logging in 

from anywhere in the world, from a variety of devices. Users can 

work from home or while on the road, logging in from any internet 

connection, whether broadband, or over a mobile phone network. 

Devices can include laptops, Windows Mobile real-time barcoders, 

and iPod Touches and iPhones. Users can run any of Enterprise’s 

standard or customised reports in real-time, and enter or review any 

data record. This breaks down the walls of your operation, allowing 

users to be productive wherever they are. 



• Cash Book 

• Pricing 

• Checks 



• Accounts Payable 



• Contracts 



• Rental 


• CRM 

• Resort 

• Customs 


• EDI 


• Email 


• Expenses 


• Fax 





• SmartView 

• Hotel 


• Internal Inventory 

• Inventory 

• Jewelry 




• MRP 


• General Ledger 



Technologies 







• ODBC 









• Electronic Sales Tax Return 


























next decade. 











Accounts 

Flexible and automated multidimensional 

analysis 

Multi-column accounting report generator 

Real-time consolidation 

Simple error correction with full audit trails 

Drill down and navigation 

to any related record 






Tel. +44 (0)845 123 2732 E-mail: uk@hansaworld.com, www.hansaworld.com 


Analyse and report on financial data to 

improve profitability. 

In depth analysis of financial information can be achieved quickly and easily using Enterprise. 

Budgets, Forecasts, Simulations 

Budgets can be set up for any company, account, analysis code 

and month. You do not need, however, to set up individual budgets 

for each month: you can set up annual budgets for accounts, and 

then have Enterprise deal with the seasonality automatically (see 

below). 

Enterprise also allows you to create revised budgets, so that you 

can keep existing budgets intact while still forecasting a more 

realistic figure based on results to date. Revised budgets are set 

up in an identical manner to budgets. 

Enterprise includes functions to make setting up budgets much 

easier. Budget keys exist to create monthly patterns across which 

to spread budget totals. For example, you can set up a budget 

key which has a value for months 1-11 of 1, and for month 12 

of 4. This might be the case if you sell four times as much in the 

run-up to Christmas as you do in the rest of the year. Budget keys 

can be set up for any number of months. When you use the key, 

your budgeting period must cover the same number of months 

as the key. 

Transactions can be posted as simulations, which allows you 

to derive a much more detailed picture of the short term future 

of your business than you could with budgets. Simulations are 

entered in the same way as transactions, but may be edited or 

deleted at any time. When you run most Nominal Ledger reports, 

you can choose whether or not to include simulations. As a result, 

you can perform detailed 

“what-if” scenarios. 

Enterprise can produce a liquidity (cash flow) forecast, using 

the due dates of purchase and sales invoices, and any nominal 

transactions posted as simulations. 

Repetitive Transactions 

Transactions can be saved as templates, for selecting 

automatically. For example, you can set up all the double entry 

for processing payroll. Creating a new Nominal transaction, with 

an account code of the automatic transaction brings in all entries 

set up in the template. Enterprise has several features which 

considerably extend the power of this module: 

• You can perform calculations rather than entering fixed amounts 

in the debit or credit columns. 

• You can cross-refer a calculation line to the previous line of the 

template, or to the previous line in the transaction into which 

you are copying the template. 

• You can associate an automatic transaction with an account 

on your chart of accounts, so that the automatic transaction 

appears whenever you enter a Nominal transaction using that 

account. 

• As with all other parts of Enterprise, you can use the Duplicate 

button to create an identical automatic transaction for editing - 

useful for reversing journals. 

“Enterprise’s drill-down functionality improves the accounting 

work phenomenally, as it makes lookups and trouble-shooting so 

quick and easy.” 

Amelia Röder, Echoline 

Reporting and Presentation 

Enterprise has a user-definable report generator for presentation 

of financial reports, including Balance Sheets, Profit & Loss 

Reports, Tax reports and Key Financial Ratios. Create many 

different formats of each of these reports, with different levels of 

detail for your management reports, auditors and banks. 

Balance Sheet and Profit & Loss Reports give you considerable 

flexibility of presentation, so that you can create your own 

headings, subheadings, subtotals, and simple text lines. 

This allows you to perform detailed calculations on any account 

or series of accounts. These can be used for ratios as diverse as 

sales per square foot, chargeability percentages, and profit per 

employee. 

Create as many columns as you like, with comparisons of actual 

figures, budgets, revised budgets, and prior year figures. Set 

these up with columns per month, create separate columns for 

each analysis code (see Multi-Dimensional Analysis below), and 

even have columns for committed costs based on purchase 

orders not received, and fulfilled purchase orders not invoiced. 

Cashbook and Reconciliation Features 

You can create different payment modes for Payments and 

Receipts, linked to different nominal accounts (usually bank 

or cash accounts) - this is principally used to simplify bank 

reconciliation. You can specify bank record details against each 

supplier, and these will be applied by default to the purchase 

invoice - but may be overwritten. Payments can be made from 

any of your own bank or cash accounts. A batch routine exists 

to allow you to export a selection of payments as a Banking file, 

to be sent to your bank - for example in BACS format. This file is 

saved in common text format, which can be opened by almost all 

applications to reformat to the bank’s specification. 

Enterprise allows you to print remittance advices for any range 

of payments or receipts. This form can be customised to permit 

automatic cheque printing in certain circumstances. 

In other respects, payments work in the same way as receipts, 

allowing you to process bank charges and foreign exchange 

differences at the time of payment.Enterprise also has a separate 

Cash Ledger, allowing entry direct from Cash In and Cash Out 

screens. This is particularly useful when you want to restrict the Multi-dimensional Analysis 

cash taking or receiving functions a user is allowed to perform. 

Enterprise offers an unrivalled richness of data analysis, through 

Enterprise’s Account Reconciliation feature allows any account the ability to flag any transactions with up to 15 levels of analysis 

to be reconciled. This shows all Reconciled or Unreconciled per transaction row. As a result you can simultaneously report 

transactions on a selected account, any of which can be marked on sales, gross and net profit levels per marketing source of 

as Reconciled (which can be reversed if necessary). Reporting is customers, cost and profit centres, locations, customer regions, 

available to support this. 

source and use of funds, product ranges, suppliers, project, and 

any other unique identifiers. 

“Despite considerable growth as a business, we have maintained 

Enterprise provides assisted data entry of Objects, prompting for 

the same number of people in the commercial accounts 

the types of Object you have configured to be required on each 

department through better control of information.” 

account. If you have set up Enterprise in this way, transactions 

Robert Ruigrok, CompNow 

which omit necessary Object codes will be prevented. 

Fixed Assets 

Multi-Currency and Dual Base Currency 

The Fixed Asset register is a fully-integrated component of All transactions throughout Enterprise can be in any currency. 

Enterprise. Create Asset records directly from supplier invoices Enter exchange rates into standard tables, or even use Enterprise’s 

or by choosing to set up rental assets. Associate two different internet service to upload rates automatically from central banks. 

depreciation models with each asset - one for the automated Enterprise posts realised exchange gains or losses automatically 

depreciation calculations, and the other for tax reporting. Keep on cashbook transactions. There is also a batch routine to update 

track of asset locations and persons responsible, and have the valuation of any range of accounts based on any exchange 

Enterprise automate the entry for the gain or loss on eventual rate. 

disposal. Even create revaluation entries. All of this is underpinned 

Enterprise also supports groups with multiple reporting currencies. 

by extensive reporting. 

Every transaction can be stored in up to three currencies - the 

actual currency, the home reporting currency, and the group 

Tax 

reporting currency. This enables group reporting of transactions 

Enterprise is a global system, with support for most local tax rules, translated at actual exchange rates. Consolidated reporting 

including VAT, GST, PST and Sales Taxes. Parameters can be discussed below can be across many currencies. There is also 

readily set up for percentages charged, with the ability to handle a batch routine to update the valuation of any range of accounts 

automatic tax exemption based on items or customers. Rates between the two reporting currencies. 

can be driven from the regional address of the customer, which 

is held separately from the actual address and therefore can even 

be different for the same city or zip code. In each country where 

“We have improved liquidity because of debtors control and 

Enterprise has local distribution, it complies fully with local tax 

efficient cost control.” 

reporting requirements. 

Ilze Neihofere, Aproapgade 

In Europe, Enterprise’s tax features include EU Sales List reporting, 

automated Intrastat handling, and internet services for automated 

submission of VAT reports. 

Multi-Company and Consolidation 

One further method of protecting against mistakes is to prevent 

Enterprise offers a single datafile architecture capable of handling 

users from posting transations at all (see simulations above for 

multiple companies. Each company sits in a separate partition 

how this is done) You can edit any of the transactions which have 

of the datafile, but interaction is possible between partitions. 

been saved, as they have not yet been posted. At any time, you 

For example, it is possible to automate entries such that an 

can run a batch routine which posts all unposted transactions. 

intercompany sales invoice in one company automatically creates 

a purchase invoice in the related company. 

“We are also very impressed with the different levels of analysis 

offered by Enterprise – we can assess the turnover and profitability 

Creating a new company where one already exists is of everything we do, from individual product lines to marketing 

straightforward, with the ability to bring across settings and campaigns, regions and sales groups. This level of analysis is 

even drag and drop relevant data. Key registers of data, such as perfect for advanced business intelligence.” 

Contacts, can be held separately in each company partition, or 

even shared across all or any range of companies - so that you 

Roger Cherowbrier, Topcon 

only need maintain the data once. 

Setting Up Enterprise from Another Accounting 

Consolidation at its simplest is only aggregated financial reporting 

across all partitions. The resulting reports show balances per System 

company, and support drilldown into the relevant company to Enterprise provides extensive functionality to make the transfer 

open specific transactions. Enterprise has added substantial from other systems a painless process. All transactions in 

extra functionality, including the option to handle: 

Enterprise that post automatically to ledgers can be set up to start 

at a particular date, so that any that precede this date perform no 

• different chart of accounts in each company 

postings. For example, if you intend to go live on Enterprise on 

• different fiscal years 

1st January, 2006, any transactions you import or enter directly to 

• minority interests 

the system with a date before then will be saved but will not affect 

control accounts. 

• automatic eliminations. 

In addition, there is a very simple screen that looks like a normal 

Inexperienced Users and Mistakes 

Nominal Ledger transaction, for the entry of your opening trial 

balance. 

Months can be closed at any time, and once closed transactions 

can no longer be edited. In any situation where you want to amend 

a detail on a Nominal transaction, Enterprise offers various easy Dates and Reporting Periods 

to use features: 

Enterprise is a flexible, open-dated system. If you do not use 

Enterprise’s controls, you can enter transactions for any date 

• You can copy the offending transaction by highlighting it and 

at any time, and run reports for any date range. Controls exist 

pressing Duplicate. 

to block data entry for each transaction register in the system 

• You can reverse it with one button. 

independently, allowing entries only to open date ranges - up 

• You can add a correction mark to cross-refer the new entries to 99 date ranges can be open at any time. Alternatively, entire 

back to the incorrect entry. 

ledgers can be locked with a single entry. Year-end is handled with 

• A quicker way of achieving the above is to go in to the incorrect a single, simple journal entry; transactions can be posted in the 

entry, and update it - including deleting and reprocessing any new year while still keeping the old year open. 

line. 

Size: Stapled or Folded A4 for Worldwide locations, US Letter for North America 


Paper: Tom & Otto Silk 250g 

• Accounts 

• After Sales 

• Books by HansaWorld 

• Cloud Based Services 

• DriveLog by HansaWorld 

• E-Commerce 

• Enterprise by HansaWorld (short) 

• HansaWorld Health Check Services 

• HansaWorld Implementation Methodology 

• HansaWorld Infrastructure Recommendations 

• HansaWorld Worldwide Customers 

• HansaWorld Mobile Solutions 

• Hospitality 

• Human Resource Management 


• Mac Stores using Enterprise Worldwide 

• Mobility by HansaWorld 


• Purchasing 

• Rental 

• Repetitive Invoicing 

• Reports 

• Sales 

• Stock

11 

Guides 

Books Beginner's Guide 

Beginner’s Guide 

Getting Started 

BEGINNER’S GUIDE 

Getting Started with Books by HansaWorld 

Contents 

Contents 1 

Installation 1 

Installing your new Books software package 1 

Starting Books for the first time 2 

User Interface 4 

Logging In 4 

Master Control Panel 4 

Buttons: New, Duplicate, Cancel, Save 5 

Operations Drop Down Menu 5 

Changing the User Interface 6 

Basic Tasks 6 

Contacts 6 

Items 7 

Raising Invoices 7 

Credit Notes 8 

Entering Invoice Receipts 8 

Partial Receipts 9 

Write-Offs 9 

Entering Supplier Invoices 9 

Detailed considerations 9 

Credit Notes 10 

Paying Bills 10 

Journal Entries 10 

Detailed considerations 11 

Backing up Your Data 11 

Backup Procedure 11 

Installation 

This beginner’s guide has been designed to make it easier for you to begin 

working with Books by HansaWorld. For more detailed information, please 

refer to the pdf file of the Books by HansaWorld manual, which you will find on 

your installation CD. 

You can choose to sign an annual maintenance agreement that will offer you 

telephone support and the right to upgrade to the latest versions of Books by 

HansaWorld. For prices for maintenance please contact our support line on 

the number below. 

Installing your new Books software package 

In order to install your Books by HansaWorld software package you will need 

to follow the instructions relevant to your operating system (i.e. Windows or 

Mac OS X). 

Note: If you have problems extracting the necessary files, call our 

helpline on 0845 123 2732 or email uksupport@hansaworld.com. 

Mac OS X 

Books by HansaWorld requires Mac OS X 10.5 or later. 

1. Open the CD and drag the Books application to your ‘Applications’ 

folder. 

2. Start the application by double-clicking. 

Windows 

Books by HansaWorld requires Windows 2000/2003/Vista/XP. 

1. From the CD, launch the installer (named bks-install-test-client.msi) by 

double-clicking. 

2. Choose where you want Books to be installed: the default is to install 

it in a new directory in your ‘Program Files’ directory. Click the [Install] 

button. 

Buttons: New, Duplicate, Cancel, Save 

The generic buttons in the Books by HansaWorld button bar are present in 

every window. 

The [Save] and [Cancel] buttons serve to accept or reject changes to records. 

You can use the [New] button to create a new blank record for data entry, or the 

[Duplicate] button to create a new record by copying an existing one. 

For example, you can create a copy of a previous Invoice simply by finding 

the Invoice, clicking the [Duplicate] button and then amending any details in 

the new Invoice prior to saving. You can use this button to duplicate Items, 

Customer details, Accounts, etc. This will save you a vast amount of time. 

Operations Drop Down Menu 

The Operations drop down is one of Books by HansaWorld’s most powerful 

tools. The Operations drop down changes according to each screen that 

you are in. Every frequently executed but ‘special’ function will be found on 

this menu. Examples include being able to OK (post to the Nominal Ledger) 

Invoices and other transactions from the browse windows, and being able to 

write off outstanding amounts while receipting a customer payment. 

Visit the Operations drop down whenever you are in a new screen to appreciate 

fully the many powerful shortcuts that Books by HansaWorld contains! 

Looking Up Records (ʻPaste Specialʼ) 

You can use the -Enter (Mac OS X) and Ctrl-Enter (Windows) key combination 

to produce a list of allowed entries in many fields. Selecting the required 

entry by double-clicking will bring the selected entry into the current field. 

3. The Books application will be installed in your chosen location, and a 

shortcut will be added to your Start menu. 

4. Start the application by double-clicking, or from your Start menu. 

Changing the User Interface 

You can move and resize the windows in Books by HansaWorld. Having done 

so, use the Save Position (Mac OS X)/Save Normal Position (Windows) option 

on the Window menu to save the new position and size. The new settings will 

be used each time you open the window in future. 

The Books beginner's guide is used to be posted up on hansamanuls.com or to be used by Support to send to customers 

via email. This material does not go inside the Books box. 


Size: 120mm x 180mm, folded and stapled 

Colors: 4/0 

Paper: Tom&Otto Silk 200g 

Books Installation Guide 

If you agree with the terms of the license agreement, press ‘I Agree’. Enter the 

Activation Code for your copy of Books (you can find this in the box) and press ‘Next’. 

If you wish to enter your Activation Code later, press ‘Next’ without entering anything. 

You can always go back and do it later by going to Routines, then Registration and 

pressing the ‘Enter Activation Code’ button. 

Complete the information about your company 

To have all required company information (e.g. telephone number, address) printed 

on your documents (e.g. invoices), press [⌘ + 0] to choose the System module, 

click on ‘Settings’, then double-click ‘Company Info’ and complete your company 

information. 

Note: Don’t forget to fill in the bank account number. This information is used for 

invoicing your customers and other functions within the system. 

Getting more help 

Our website http://books.hansaworld.com is full of helpful information including a 

very detailed Books users’ manual, links to tutorial videos and the latest version of 

this installation guide. For more help, you can also contact your local HansaWorld 

office. 

Books 

by HansaWorld 

Installation 

Insert the Books installation CD. Drag the Books application into the Applications 

folder and then start it by double-clicking on it. 

Choosing the installation type 

Upon starting Books for the first time, a Welcome window with four options will 

appear: 

Demo Company: Choose this option if you would like to see what a small business 

database looks like. This demo database has sample data in it and it should not be 

used for your business! 

New Installation: Choose this option to create a new database for your business. 

Enter your company’s name, address and contact details. Then enter your log-in 

information and choose a password. We strongly recommend that you choose the 

‘Start with standard chart of accounts’ option. This will import our standard settings 

to your new database. This way you can avoid having to set up report definitions, a 

chart of accounts and other settings on your own. To continue, press ‘Create’ and 

log in. 

Note: You can leave the password field blank if you choose to, but it is not 

recommended. 

Books.hdf) contains all your settings and data for Books. 

Important: Whenever you start your Books application, it will always try to open 

Books.hdf, located in your home directory’s Library/Application Support/HansaWorld 

folder. If you rename, move or delete the database file and then start Books, a new 

Books.hdf file will be created. If you chose the ‘Demo Company’ installation option 

when starting Books for the first time, the Welcome window will continue to appear 

each time you start Books: click the ‘Demo Company’ option each time. When you 

decide to create your own database, click the ‘New Installation’ option in the Welcome 

window. The Welcome window will continue to appear on startup, and you can click 

‘Existing Installation’ or ‘Demo Company’, depending on whether you want to work in 

your own database or try something new in the demo database. When you no longer 

need the demo database, remove the tick from ‘Show on Startup’ in the Welcome 

window. From now on, the Welcome window will no longer appear when you start 

Books. 

Registration 

To use the program to its full extent you need to register your Books license online. 

Note: You must register within a 30-day period or the application will go into 

Restricted Mode, preventing you from printing. 

Installation Guide 

Version 6.2 

Import backup: Choose this option if you have a back-up file from an earlier Books 

installation. When you select this option, you will be prompted to select the location 

of your back-up file. 

Connect to server: Choose this option if you wish to install a client for an existing 

Books server. Choose the server from the list if it is located within your local area 

network, or specify its IP address and port number if you want to connect to the 

server via the Internet. 

Where your data gets stored 

After choosing the installation type, a database file will be created in your home 

directory’s Library/Application Support/HansaWorld folder. The database file (named 

Click on the ‘Routines’ icon in your Master Control panel to begin the registration 

process. Pressing the ‘Registration’ button will show your current registration details. 

Then, press ‘Register this Product’. A new window will prompt you to choose your 

country. Press [⌘ + Enter] to bring up a list of countries and choose your country 

from the list. Then press ‘Next’. 

If you have registered Books before, you can enter your existing Customer and Tax ID 

number and press ‘Next’. If not, leave these fields empty, press ‘Next’ and fill in the 

rest of your company information. 

Note: The most important fields are Company Name, Invoice Address, Phone and 

Main Contact. Press ‘Next’. 

This is a component of the Books box. This installation guide comes standard in the Books box set. 


Size: CD size (127mm x 127mm), folded 

Colors: 4/0 

Paper: Tom&Otto Silk 200g

12 

Press Releases and Success Stories 

Press Releases are news announcements Marketing creates to distribute internally and externally to media and industry 

analysts. Each Press Release is created in advance or in parallel to an ongoing event or project to ensure that they are 

released on time every time. 

Success Stories are aimed to be used in meetings with potential clients, and used as referrals internally. 

Customer Success Stories 

Customer Success Story 

Customer Success Story 

Computers Now, Australia 

Summary 

Computers Now is a leading Australian reseller of Apple hardware 

and software. Their business has a strong retail presence of 8 

locations across Australia combined with a dedicated team for 

Education as well as Professional and Corporate sales team. 

Website 

www.compnow.com.au 

Why include Enterprise into your product 

portfolio? 

Technical Information 

• Provide reduced time overhead per transaction 

• Client operating system: 95% OSX 5% Windows 

• Replace existing non-integrated solutions 

• Server operating system: OSX 

• Future mobility of the CRM 

• Client hardware: 95% Mac 5% PC 

Project Objectives 

• Server hardware: Apple 

Need to fully integrate CRM, retail, inventory, service and • Database: HansaWorld database 

financials. 

Computers Now, Australia 

Solution and Services 

Computers Now has been operating for many years with a 

number of key systems but had a growing need to integrate 

• Enterprise with 140 users across 8 stores 

their CRM with retail, inventory, service and financials. National 

• Full financials, centralised purchasing, full inventory Service Manager Robert Ruigrok explains: “We had a number 

management, workshop service/repairs, education and of reasons for changing systems. We wanted to reduce the time 

corporate sales and CRM 

overhead per transaction in the retail environment which during 

peak periods can be very high volumes. We were looking for a 

Why HansaWorld 

system that fully integrated every part of our business and the 

• Scalability 

combination of prior solutions were not meeting these needs. 

• Broad enough to touch every area Computers Now business Customer management and quoting were on separate system 

to day to day invoicing, accounting, service call tracking and 

• Runs natively on the Apple platform 

inventory management - we needed to bring them together.” 

• Future-ready 

Another primary goal for the business was to look to the future 

• Lightweight client that is not network intensive 

with regards to integrating mobility of the CRM into the business. 

• HansaWorld and Computers Now are similarly minded “We were moving towards greater use of laptops and mobile 

companies 

handheld devices so the system we chose needed to be futureready 

for the mobility of our CRM plans”, adds Ruigrok. 

Implementation Highlights 

• Full implementation took approximately 5 months 

• Originally discussed implementation plan was carried out 

precisely on every step of the project 

Key Benefits 

• Reduced training time by 75% 

• Integration of Quotations and Sales Orders 

• With implementation of Enterprise, the sales immediately 

went up 

• System replaced Pronto Software 

Ruigrok explains, “We conducted a selection process where we 

informally looked at 6 solutions on the market, then shortlisted 

and formally evaluated the final 3 solutions. Following a series 

of demonstrations and other investigations we concluded 

that Enterprise was broad enough to touch every area of our 

business with the added major bonus of being able to run native 

on the Apple platform. 

Another important factor is that we run our operation over multiple 

locations and it was a key requirement to have a lightweight 

client that was not network intensive. Many of the other software 

vendors offered solutions that were high bandwidth and low 

performance which, with our volume of transactions, just wasn’t 

worth the risk. 

Last but not least it was paramount that we felt the comfort that 

we were dealing with a like-minded company who understood 

our business needs. At the end of the day no CRM upgrade or 

migration is an easy task and the type of business you choose to 

partner with can make or break the project” 

Computers Now implemented HansaWorld between the months 

of July and November 2007. 

Ruigrok says, “It was refreshing to have the initial commitment 

and understanding to the way we do business and to see that it 

was followed through in every step of the project implementation. 

An implementation like this is full of challenges in every area of 

the business. It is never easy but having the right team on the job 

can make or break the challenge. 

The final result is that we currently run Enterprise with an average 

of 140 users across 8 retails stores with a suite of Full financials, 

Centralised purchasing, Full inventory management, Workshop 

service/repairs, Education and Corporate sales, CRM for 

opportunity tracking as well as sales and marketing departments. 

“With Enterprise we have dramatically reduced training time 

for retail operations by 75%. Despite considerable growth as a 

business, we have maintained the same number of people in 

the commercial accounts department through better control of 

information. Integration of our quoting and orders processing 

time reduced by 20%. This is a major efficiency improvement for 

us considering we do more than a 1000 transactions per day!” 

“December was our biggest sales month ever - and was less than 

a month after we went live with the system! The big assumption 

is that if you are only 4 weeks into a new system then people are 

not going to be as quick as they would be in a 3-4 months so this 

was an indication of the ease of use and adoption by all staff. The 

uptime of the software has been 99.8% in 7 months and overall 

the system stability has been excellent.” explains Ruigrok. 

“We are very happy with our decision to implement Enterprise 

because, amongst other things, Apple has specific and required 

functionality that was initially written as customisation and has 

now been included as standard functionality not just for our use 

but the entire Hansaworld customer base.” 

In future months, Computers Now and HansaWorld will 

implement new modules and functionality such as Business 

Intelligence tools and integration of more business workflow 

using the standard tools offered in the software. 

There are plans to increase the number of users as the 

organisation continues to increase in size. 

Ruigrok says, “Although it is clear that HansaWorld is extremely 

effective in the wider CRM market HansaWorld’s commitment to 

the way Apple resellers do business was clear from the outset. 

They have always been true to their word in following through 

with developments. With the partnership between Computers 

Now and HansaWorld now in place, we look forward to growing 

our business together in the years to come. 

A further point to add is that in a migration of this size we have 

only just scratched the surface of what we can do with the 

system. Our prime goal has been to replace the functionality 

of prior multiple systems in one central, unified workflow. In a 

company of our size this is a significant feat in itself! 

We now look forward to integrating many of the great workflow 

and communication features of Hansaworld that are future 

focused and will be of great benefit to the productivity of the 

business moving forward”. 

Press Releases 

Press Release 

HansaWorld ports its mobile Enterprise 

client to Maemo and patiently waits for 

MeeGo devices. 

STOCKHOLM, July 30, 2010 - HansaWorld, an award-winning provider of Integrated Business Platforms and mobility solutions 

today announced that it now has a fully functional mobile Enterprise client for Maemo mobile operating system, paving the way for 

MeeGo-powered devices yet to be released by Nokia. 

The highly anticipated MeeGo platform, announced in February 2010 by Intel and Nokia at the Mobile World Congress, is believed to 

become the operating system of all future high-end Nokia smartphones. Having been developed with joint efforts of Nokia and Intel, 

MeeGo will offer devices armed with Intel’s Atom processor the combined expertise from both Maemo and Moblin mobile platforms. 

“Though Nokia is still in the process of bringing their first MeeGo devices to the market, it did not discourage us to ready our 

powerful mobile Enterprise client for it. We feel that having the fully functional Maemo client today will help us to quickly adapt it to 

the upcoming MeeGo-powered Nokia smartphones,” said Stefan Saxberg, International Mobile Solutions Manager for HansaWorld. 

Currently, HansaWorld offers Enterprise mobile clients as well as a variety of standalone mobility solutions for reporting, POS and 

data logging for a number of mobile devices running Windows Mobile, Pocket PC, Symbian and iOS. 

About HansaWorld: 

HansaWorld provides an award-winning Integrated Business Platform covering Customer Relationship Management, Enterprise 

Resource Planning and Accounts together with a wide selection of industry-specific solutions, to more than 74,000 clients in 110 

countries around the world. The solutions are available in 29 languages, run on all major platforms and support mobile use via 

laptops, PDAs, Nokia smartphones and Apple iOS devices. HansaWorld is represented in many of the countries in Europe, Latin 

America, North America, Africa, Australia, Asia and the Middle East. 

Alexander Shikhmuradov 

HansaWorld, Stockholm 

shikhmuradov@hansaworld.com 

www.hansaworld.com

13 

International Newsletter 

www.hansaworld.com 

Cover Stories 

• Reports iPhone App 

• Mandatek partnership in USA 

• Opening of offices in Australasia 

• Enterprise by HansaWorld, new terminology, 

and HansaWorld as the leading provider of 

Integrated Business Platform. Why IBP is a 

better concept than ERP. 

• focus Main for next versions 6.2/6.3 from our 

development dept. 

• HansaWorld chosen again as finalist for 

European IT Excellence Awards 

• Re-branding of our small products and better 

functionality in Books 

• Services/Saas 

Cloud 

Page: 2 

• Improve Customer Service and Lower Call Cost 

with Skype 

• One thousand miles for a book 

Page: 3 

• No more missed sales opportunities 

New terminology 

Enterprise by HansaWorld, new 

terminology, and HansaWorld as the 

leading provider of Integrated Business 

Platform. Why IBP is a better concept 

than ERP. 

Opening of offices in Australasia 

John Chorombacher has developed a 

sleeve for forks. 

“This is an unpresidented development 

that will radically change our use of 

kitchen utensil!” 

So say AJ Moan president of the united 

utensil pushers (UUP). 

Main focus for next versions 6.2/6.3 

from our development dept. 

International Newsletter for HansaWorld No 1/2010 

iPhone Reports App 

Using a HansaWorld client on a Nokia 

business phone will lead to increased 

sales opportunities, reduced costs, 

improved customer service, and a greater 

competitive edge for your company. 

Mobile working has been a corporate pipe 

dream for years but with the introduction 

of laptops, GPRS and wireless internet, it 

has started to become a reality. However, 

even a portable computer is something 

you have to bring along specially while 

your mobile phone is with you at all times. 

Leader drunk at the wheel??? 

Over recent years mobiles have evolved 

from being just phones into Organisers 

and entertainment centers, while business 

applications have moved on from being 

closed accounting systems to integrated 

An iphone durring a heavy blizzard 

hubs of corporate information. These two 

processes come together in the Business to improve the sales process, increase 

Organiser - a real-time, full-featured client the number of sales meetings and avoid 

for HansaWorld’s business software, double booking. According to the CEO, 

running on Nokia business phones. This Mikael Gestrin, they have provided each 

means that everything you can do in the salesperson with a Nokia 9300 phone. 

office you can also do on the train, in the 

airport or at a client site. The Business Mandatek partnership in USA 

“This will allow salespeople to log into 

Farmers pay in urine 

our HansaWorld system and check their 

Organiser gives you unprecedented appointments quickly and easily. The phone 

freedom to be where you want without fits in the pocket meaning that they do not 

losing out on opportunities that come your have to carry heavy laptops,” he says. 

way. And without having to carry around 

a bulky laptop! 

“The Business Organiser will increase our 

efficiency as data will be shared throughout 

the company. It will also help us to improve 

Cloud Services/Saas 

our customer relations as the salespeople 

Unlike previous generations of “mobile will have real-time access to customer 

devices”, with the Business Organiser account details at all times,” concludes 

you are no longer hampered by slow Gestrin. 

synchronisation of limited parts of 

corporate data - you have your company 

Re-branding of our small products 

information at your fingertips. Salesmen 

will have secure and reliable access to and better functionality in Books 

the information they need when on site The Business Organiser supports 

and senior managers will always have an HansaWorld from version 5.0 onwards and 

up-to-the-minute snapshot of the business runs on Nokia S90, S80 and S60 business 

and cash-flow. 

phones. 

Fillout text, Fillout text, Fillout text, Fillout text, 

HansaWorld chosen again as finalist Fillout text, Fillout text, Fillout text, Fillout text, 

for European IT Excellence Awards Fillout text, Fillout text, Fillout text, Fillout text, 

Finnish printer consumable manufacturer, Fillout text, Fillout text, Fillout text, Fillout text, 

Gendata, uses the Business Organiser Fillout text, Fillout text, Fillout text, Fillout text, 

Improve Customer Service and Lower Call 

Costs with Skype 

Do you want to reduce your 

call costs, but retain a high 

level of customer service? 

Keeping in contact with your customers 

and contacts is a necessity but it does not 

have to be expensive. Improvements in 

internet telephony, linked with HansaWorld’s 

continuous development, mean that you can 

benefit from the very latest technologies – no 

matter what size your business is. 

In the latest versions of our software we have 

incorporated links with Skype, an internet 

telecommunications company which offers 

users free, or low cost calls worldwide. 

This integration allows you to call or chat with 

customers, contacts and suppliers, directly 

from the HansaWorld application, without 

needing to dial numbers or add users to your 

personal Skype contact list. 

Fillout text, Fillout text, Fillout text, Fillout text, 

The leading Namibian school book and 

stationery retailer, Edumeds, chose 

HansaWorld Enterprise for its flexibility 

and speed over great distances. 

Edumeds delivers books to all schools, 

regardless of location and distance from 

their three retail branches. One of their needs 

was to manage back orders and reconcile 

accounts for customers, some of which 

do not have the skills or communication 

possibilities to manage their own back 

orders and accounts. 

Handling back orders 

Edumeds spent more than a year searching 

for a flexible yet cost effective solution. 

They required one which could handle 

back orders, flexible pricing and advanced 

dependable stock control in a simple and 

efficient way. Other key reasons for choosing 

HansaWorld were the system’s speed over 

slow networks and the ability to run on old 

hardware. 

Sandra Farrer, MD of Edumeds comments: 

“We are managing customer demands in 

an industry that is built around back orders. 

Most systems do not handle this well. In 

particular, we need to update prices on 

invoices based on the shipment date, not 

on the quotation as these might be six 

A powerful CRM tool 

Calls can be launched from HansaWorld, 

and call duration can be monitored for extra 

analysis. Notes about all conversations held 

can be stored in the database. HansaWorld 

is using this actively in-house. 

Stephen Jay, International Sales Director 

says, “All of our employees have Skype set 

up, allowing us to contact each other free of 

charge, no matter where we are working! We 

One thousand miles for a book 

months apart.” 

HansaWorld was chosen as it offered 

advanced back order functionality, 

advanced financials and ease of use and 

value for money, as very little hardware had 

to be upgraded. Also, it was important that 

all present back orders from Great Plains 

could be imported into HansaWorld. 

Up and running in three weeks 

HansaWorld Enterprise was sold and 

implemented in about three weeks by 

Namibian Dealer, Active Business Solutions. 

Edumeds has 21 users and uses the basic 

financial modules, Quotations, Sales Orders, 

POS and Stock Control. It was also important 

for Edumeds that HansaWorld could be 

customised easily. For example, Edumeds 

shows on each invoice the amount of 

books ordered, delivered, outstanding 

and invoiced, so that each invoice is also a 

statement of the status of the order for easy 

reconciliation by the customer. 

The implementation was carried out at the 

quiet time of year as schools were closed 

for summer holidays. “The implementation 

was carried out professionally and the team 

kept strictly to the proven HansaWorld 

Implementation Methodology, which 

have also set up a Skype Group account which 

allows our employees to make external phone 

calls to customers and suppliers anywhere in 

the world, but at a greatly reduced cost. Using 

Skype has saved us 40% on our telephone 

bills in just six months and we hope to continue 

with these savings.” 

ensured a minimum of growing pains on the 

new system. It was also reassuring to note 

that a programmer was on site so that most 

last minute wishes could be addressed right 

there and then,” Ms Farrer states. 

In the future, Edumeds plans to explore 

HansaWorld’s new features, such as using 

item varieties for the multitude of stationery 

items they sell. 

No more missed sales 

opportunities 

Estonian tyre reseller Rehviekspert uses 

HansaWorld Business Organiser for 

speeding up the sales process. 

Rehviekspert runs retail and wholesale 

operations at five locations across Estonia 

and have recently opened a tyre re-treading 

factory. 

Rehviekspert was established in 1997 when 

the first tyre shop was opened in the capital city 

Tallinn. By 2006, Rehviekspert opened retail 

and wholesale operations at five locations 

across Estonia, and have recently opened a 

tyre re-treading factory in Tartu. 

The company uses HansaWorld Enterprise 

to handle stock, sales and finance, client 

relationships and prices. In the future, as their 

factory operations grow, they plan to harness 

also the production module. 

Switching to HansaWorld 

Enterprise 

Rehviekspert was a user of an older 

HansaWorld product, Hansa Classic, designed 

for small businesses. As the company grew, 

the decision was taken to change for a system 

that would grow with the business, instead 

of slowing it down. They chose to move 

to HansaWorld Enterprise as it could offer 

them a solution that would allow them to 

connect remote offices and provide them 

with consulting and regular software updates. 

Rehviekspert was a user of an older 

HansaWorld product, Hansa Classic, designed 

for small businesses. As the company grew, 

the decision was taken to change for a system 

that would grow with the business, instead 

of slowing it down. They chose to move 

to HansaWorld Enterprise as it could offer 

them a solution that would allow them to 

connect remote offices and provide them 

with consulting and regular software updates. 

Speeding up sales with the 

HansaWorld Business Organiser 

Rehviekspert has chosen the Business 

Organiser, a version of HansaWorld Enterprise 

designed specifically for Nokia business 

phones, to speed up the sales process and 

make it more efficient. 

Previously, when having meetings at client 

sites, the salesmen had to phone up the 

central office and ask someone else to log 

in to the database to check stock availability 

and prices. This created problems when 

sales opportunities arose at the weekend as, 

with the headquarters closed, they could not 

provide accurate information. 

Now, with full mobile access to corporate data 

in the HansaWorld system, the salesmen can 

check for availability and prices by connecting 

to the live database using their Nokia phones. 

As Rehviekspert has several warehouses, the 

Business Organiser makes it possible to find 

out at which location the required items are 

available. This allows the salesman to give the 

customer a realistic delivery time based on 

current stock levels and then enter the order 

straight into the company system using the 

Business Organiser. 

According to the Managing Director of 

Rehviekspert, Mr. Aarne Solvak, the Business 

Organiser gives salesmen the versatility of the 

laptop with a smaller price tag and greater 

mobility. “With the Nokia always at hand, no 

sales opportunity will be lost due to a lack of, or 

incorrect, information. Wherever or whenever, 

if the company knows it, the salesman knows 

it,” Mr. Solvak states. 

Up-to-date manuals online 

Referring to manuals can often be time 

consuming and these can be out of date 

quickly. To reduce the time spent looking for 

information about your HansaWorld system, 

and to ensure that you have the very latest 

information, we have introduced a new 

website: 

www.hansamanuals.com 

When you have a query, simply access 

the website directly from your HansaWorld 

system by clicking the ‘?’ icon on your Master 

Control window. Follow the quick links and 

immediately find the information you require. 

HansaWorld software ready 

for Intel-based Macs 

Closely following Apple’s transition to selling 

Intel processor based computers, HansaWorld 

software is ready to run on the new machines. 

As with old Macs, HansaWorld’s whole product 

range can be run native on the new Intel-based 

machines - without having to install any 3rd 

party software. 

Make the best of your time 

with HansaWorld University 

It is impossible to work efficiently when 

struggling to find your way around an 

information system you are not familiar with. 

At HansaWorld University our consultants help 

you find the courses which suit your specific 

business needs. 

The training topics cover not only our software, 

but general business processes and practices. 

The courses are targeted to different user 

groups, including salespeople, managers and 

accountants, and different user experience 

levels, reaching from novice to professional. 

Register Online 

We offer a variety of training courses in a 

number of countries around the world. You can 

view available courses and register online at 

http://university.hansaworld.com 

Contact your local HansaWorld office for 

more details. 

Out of paper? Buy more, online 

Lithuanian office supplies reseller, developed to allow Databalt sales agents 

Databalt, used HansaWorld Enterprise to enter orders through a web browser. 

to set up its webshop www.maxioffice.lt 

“Sometimes our sales people are working 

The company supplies goods to large out of the office for weeks. 

retail chains, sells through stores in two 

major Lithuanian cities Vilnius and Kaunas, The HansaWorld CRM system is a powerful 

and also through a sales network across tool for our employees allowing them to 

the country. Also, Databalt has an online communicate with the office, receive the 

webshop, allowing customers to buy goods latest news and delegate tasks.” says 

directly. 

Arnas Sirutis, Deputy Managing Director 

of Databalt. 

Databalt used the HansaWorld webshop feature to 

The company has grown significantly over 

set up their online store 

the last few years and now employs 49 

Integrated stock and shop 

people, manages a centralised warehouse 

Increased volumes 

in Vilnius and serves more than 10 000 The web-based CRM solution has been and productivity 

customers. 

improved and developed into an online 

HansaWorld Enterprise has become the 

webshop, completely integrated to the ERP 

To cope with the expansion, a new scalable 

backbone of Databalt’s operations with every 

system. The system offers the following: 

system was needed which would support 

employee now working with real-time data, 

online remote operations, a single online • Item variety information and pictures thus saving time. The webshop and CRM 

database for accounting, credit control, sales • Similar items to the one chosen functionality have significantly increased 

order processing and stock management. 

productivity and sales volumes. 

• Real-time stock information 

HansaWorld Enterprise was chosen for • Customer specific pricing 

Databalt plans to extend their HansaWorld 

its user-friendly interface, wide range of 

system to create a company internet for 

• Quantity dependant pricing 

functionality in the standard version, its 

sharing information across employees. They 

• Customer history for orders, deliveries 

flexibility and its high price – performance 

also intend to make use of HansaWorld on 

and payments 

ratio. 

hand-held devices allowing the travelling 

• New customer registration 

salesforce to be even more efficient. To 

A bespoke online CRM system was 

automate and improve the logistics processes, 

• Mailing lists for specific sales letters 

they plan to implement handheld devices also 

in the warehouse. 

HansaWorld Offices 

For more information or enquiries please contact your local HansaWorld office. 

Full contact details for each office can be found in the Countries section of our website: www.hansaworld.com 

Argentina 

Iceland 

Serbia & Montenegro 

HWBA S.R.L. - Buenos Aires 

HansaLausnir sf – Reykjavik 

Micro BS d.o.o – Beograd 

Tel: +54 (11) 4371-1076 / argentina@hansaworld.com 

Tel: +354 863 0576 

Tel: +381 11 30 36 555 / hansaworld@micro-bs.com 

Bolivia 

Iran 

Slovakia 

HansaWorld Bolivia S.R.L 

Tina System – Tehran 

ECC - European Consulting Company, s. r. o. – Prague 

Tel: +591 (3) 339 1251 – Santa Cruz / boliva@hansaworld.com 

Tel: +98(21) 8831 5721-4 / Hansaworld@tinasys.com 

Tel: +420 222712534 / vik@ecc.cz 

Tel: +591 (2) 243 5349 – La Paz 

Kenya 

Slovenia 

Botswana 

Total Solutions Ltd 

BELARIUM doo 

Celavie Business Consultancy 

Tel. +254203749056 / farook@totalsolutions.co.ke 

Tel: +386 2 421 54 28 / info@belarium.si 

Tel. +2673500420 / celavie@info.bw 

Latvia 

South Africa 

HansaWorld Latvia SIA – Riga 

HansaWorld SAF (Pty) Ltd – Johannesburg 

Czech Republic 

Tel: +371 7365 808 / latvia@hansaworld.com 

Tel: +27 12 663 6490 / southafrica@hansaworld.com 

ECC - European Consulting Company, s. r. o. – Prague 

Tel. +420 222717298 / vik@ecc.cz 

Lithuania 

Sweden 

UAB HansaWorld Lithuania – Vilnius 

HansaWorld Sweden – Stockholm 

Denmark 

HansaWorld Denmark ApS – Copenhagen 

Tel: +370 5 2661153 / lithuania@hansaworld.com 

Tel: +46 8 477 79 00 / sweden@hansaworld.com 

Tel: +45 70 22 03 44 / denmark@hansaworld.com 

Namibia 

Tanzania 

Dominican Republic 

Active Business Solutions cc 

Micronix Systems Ltd. 

Syscorp S.A - Santo Domingo 

Tel. +264 (0) 81 124 7515 / info@activenamibia.com 

Tel. +255222865693 / information@micronix.co.tz 

Tel: (809) 620-1363 / ventas@syscorpsa.com 

Norway 

UAE Dubai 

Estonia 

HansaWorld Norway AS – Oslo 

Touch and Technology FZ-LLC - Dubai Internet City 

HansaWorld Estonia AS 

Tel: +47 67 11 69 76 / norway@hansaworld.com 

Tel: +971 4 391 0585 

Tel: +372 6101 700 – Tallinn / estonia@hansaworld.com 

Tel: +372 7 44 22 35 – Tartu 

Paraguay 

Uganda 

HBS S.R.L – Asunción 

Southern Business Solution (Uganda) Pvt.Ltd. 

HansaWorld HansaRaama AS – Tallinn 

Tel: +595-21 228460/228461/214129 

Tel. +25641220383 / sales@sbs.co.ug 

Tel: + 372 699 9855 

Poland 

UK 

Finland 

HansaWorld Poland Sp z o o 

HansaWorld UK Ltd – London 

HansaWorld Finland Oy Ab – Helsinki 

Tel: +48 22 860 65 88 – Warszaw / poland@hansaworld.com Tel: +44 (0)845 123 2732 / uk@hansaworld.com 

Tel: +358 (0)201 55 1650 / finland@hansaworld.com 

Tel: +48 52 584 13 05 – Bydgoszcz 

Ukraine 

Ghana 

Portugal 

Hansa Ukraine – Kiev 

LaKe Consult Ltd. 

LCAC - Avaliações, Projectos Investimento e 

Tel. +380 44 2350668 

Tel. +23321270124 / kevin.stepper@lake-consult.com 

Consultoria, Lda – Lisboa 

Uruguay 

Tel: +351 213 041 870/5 

HansaWorld Uruguay – Montevideo 

Honduras 

Romania 

Tel: +(598 2) 408 61 31 

HWCA S. de R.L. - Tegucigalpa 

DIM SOFT SRL – Bucharest 

Tel: +504 263 0265/66 

Tel: +40 1 420 0222 

Zambia 

Compsource International Limited 

Hungary 

Russia 

Tel +2601252746 / compso@coppernet.zm 

ITAFE Kft – Budapest 

OOO “HansaWorld CIS” – Moscow 

Tel: +36 1 309 72 57 / bocskai@hansaworld.com 

Tel: +7 495 981 6876 / russia@hansaworld.com 

Any comments or suggestions should be directed to: mannik@hansaworld.com 

Page 2 

International Newsletter for HansaWorld, No 1/2006 

Page 3 

Page 4 

International Newsletter for HansaWorld, No 1/2006 


Size: A4 

Media: Electronic distribution only, not for print.

14 

Posters 

Read books 

Accounting | Reporting | Management 

Whether you work alone or lead a team of four hundred people, 

our solutions will let you bring your business to the Mac. 

Integrated CRM | Real-time Mobile | Real-time Consolidation | Integrated Webshop | Built-in Document Management | Powerful Analysis 

HansaWorld USA, Inc. 1501 Broadway #12067 & 12068, 12th Floor, New York, NY 10036-5601, USA, Phone: +1 646-459-0603, Email: usa@hansaw orld.com 


Size: A2 

Paper: Standard Poster Paper 





HansaWorld USA, Inc. 1501 Broadway #12067 & 12068, 12th Floor, New York, NY 10036-5601, USA, Phone: +1 646-459-0603, Email: usa@hansaw orld.com

15 

Exhibition displays 

Integrated Business Platform 

• Distribution 

• Professional Services and 

Creative Companies 

• Maintenance/Repair Companies 

• Retail (incl POS) 

• Manufacturing 

• Hotels 

• Rental 

• Jewellery 

• Training Companies 

More than 74,000 installations worldwide 


Size: 3365mm x 2233mm

16 

Banner Stands 

Customer Relationship 

Management 

Books 


• True integration 

Tightly integrated with ERP, no data duplication 

• Mobility 

Access all key data any time, anywhere 

• Pipeline management 

Plan and manage your future opportunities 

• Integrated telephony 

Make calls from relevant system records, route inbound 

calls based on system data/rules 

• Workflow management 

Trigger authorisation requests, emails, SMSs and 

pop-up windows yourself or from the system 

• Graphical time management 

Graphical scheduling and calendars, time and 

attendance 

Invoicing I Accounting I Reporting 

• Fully integrated 

• Unlimited scalability 

• Work from anywhere 

• Runs on Windows and Mac 

Banner stands are created and used for HansaWorld offices, and 

Partners to put in offices, classrooms, storefronts and exhibition stands. 


Size: 80x200cm

17 

Certificate 

Associate in Finance 

James Rockford 

has successfully completed the required courses and exams based on 

HansaWorld Enterprise and is now a certified Enterprise user. 

Certificates are used to issue certification credentials by HansaWorld University 

upon successfully completing the certification programs and courses. 


Size: A4

18 

Presentations 

HansaWorld Group 

About the HansaWorld Group 

Stephen Jay 

International Sales Director 

Established in Sweden 1988 

• Independent 

• 17 ofces 

• 74,000+ installations worldwide 

• 110 countries 

• Software translated into 29 different languages 

How Well We Do It… 

What We Do… 

• Accounts 

• Enterprise Resource Planning 


• eCommerce 

• Project Management 

• Customer Relationship Management 

• Vertical Solutions (Rentals, Training Courses, 

Repairs, Manufacturing, Hotels) 

• Business Intelligence 

What Makes Us Different? 

What Makes Us Different? 

• Technology 

- Wide Area Networking 

- Mobile 

- VOIP support 

- Business Alerts 

- Internet Services 

• Full real-time integration- 45 modules in one database 

• Multi-platform (mixed Windows, Mac, Linux) 

• Source code availability 

This is the standard template for presentations that the Marketing department encourages everyone to use.

19 

Campaigns 

Books 


Books by HansaWorld kampanja 2010 

Päivitä nykyinen FirstOffice Kirjanpito-ohjelma uuteen Books by HansaWorld-versioon! 

Uusien versioiden myötä FirstOffice-ohjelma uudistuu ja samalla ohjelman nimi muuttuu Books by HansaWorldiksi. 

Päivittäminen kannattaa sillä uudessa versiossa on: 

• huomioitu verouudistukset mm. uusi kausiveroilmoitus-raportti 

• entistä parempi käyttöliittymä 

• tuki uusille käyttöjärjestelmille esim. Windows 7 ja Mac OS 10.6 

• mahdollisuus tulostaa pdf-tiedostoja esim. raporteista 

Päivittämällä nyt voit säästää jopa 125 euroa! 

VALITSE ALLA OLEVISTA VAIHTOEHDOISTA TEILLE SOPIVIN: 

Books ohjelmaan päivittäminen: 85 

• Uusi ohjelmaversio 

• Yhden kuukauden tuki 

Books ohjelmaan päivittäminen + etäkonsultointi 285 

• Uusi ohjelmaversio 

• Konsultti päivittää ohjelman etäyhteyden avulla 

• Uudet ALV-koodit, uudet raportit 

• Yhden kuukauden tuki 

Ylläpitosopimus ilman aloitusmaksua 70 

• Kaikki uudet päivitysversiot 

• Asiantunteva puhelintuki 

• Alennuksia palveluistamme 

Read books 

Kaikkiin hintoihin lisätään arvonlisävero. Lähettäkää tilauksenne faxilla numeroon: 020 155 1651 

tai sähköpostitse: booksfinland@hansaworld.com. 

Yrityksen nimi:............................................................................... Osoitetiedot:................................................................................... 

Yhteyshenkilö:............................................................................... Y-tunnus:......................................................................................... 

Sähköpostiosoite:......................................................................... Allekirjoitus...................................................................................... 





HansaWorld USA, Inc. 1501 Broadway #12067 & 12068, 12th Floor, New York, NY 10036-5601, USA, Phone: +1 646-459-0603, Email: usa@hansaw orld.com 

Aurinkoista kesää toivottaen, 

HansaWorld Finland Oy Ab 

Kampanja on voimassa 1.6.-30.8.2010 välisenä aikana. 

HansaWorld Finland Oy Ab 

Pihatörmä 1 C, 02240 ESPOO 

puh.020 155 1650 

fax. 020 155 1651 

booksfinland@hansaworld.com 

Weather forecast. 





HansaWorld USA, Inc. 1501 Broadway #12067 & 12068, 12th Floor, New York, NY 10036-5601, USA, Phone: + 1 646-459-0603, Fax: +1 510-323-0205, E-mail: usa@hansaw orld.com 

Campaigns are normally used by sales and marketing to promote a change in our product, a new feature or simply used 

for promotional purposes. These are released for a set amount of time and then re-evaluated thereafter for how much sales 

it generated afterwards. 


Size: A4

20 

Invitations 

HansaWorld Seminar - Enterprise 6.2 Update 

Date: 

September 30, 2010 

Place: 

HansaWorld 

Abbey Business Centres 

111 Buckingham Palace Road 

London 

SW1W 0SR 

Fee: 

Morning Session: 150 GBP 

Afternoon Session: 200 GBP 

Schedule: 

Morning session: 9:30-12:30 

Lunch break: 12:30-13:30 

Afternoon session: 13:30-17:00 

Please RSVP by September 16, 2010 

Contact Details: 

Chantel van Antwerpen 

chantel@hansaworld.com 

Sanjay Parbhoo 

parbhoo@hansaworld.com 

The fee includes coffee/tea and lunch. 

Enterprise Version 6.2 Update 

We are pleased to invite you to our upcoming Enterprise 6.2 Update seminar hosted 

at our London office on September 30, 2010 and presented to you by Brendan Peo 

and Sanjay Parbhoo. 

The seminar will consist of two independent sessions. The morning session will cover 

the fundamental aspects of HansaWorld product development cycles, reasons to 

update and details on the upcoming Enterprise 6.2 version. The afternoon session 

is a technical do-it-yourself training, during which you will learn how to perform the 

upcoming update. 

We look forward to seeing you! 

Invitations are created and used for any customer or partner related events, such as seminars and conferences. Training 

courses do not require invitations. 


Size: A4 

Media: Print or Web

21 

Battle Cards 

30. Automatic upload of exchange rates 

In some countries, HansaWorld offers a monthly service (deployed 

as Software as a Service) whereby exchange rates can be picked 

up automatically from central banks - removing data entry in this 

area, and the possibility of mistakes which require expensive 

resources to fix. 

Microsoft Dynamics NAV has no such feature. 

31. Shared registers 

In a HansaWorld Enterprise multi-company installation, each 

register is held separately in each company, so for example a five 

company installation would have five separate Contact registers. 

HansaWorld Enterprise offers the possibility to share the Contact 

register either across all companies, or just a selection of those 

five - and as a result a Contact whose details need to be in all five 

companies will appear there with a single entry. 


32. International implementations 

HansaWorld is sufficiently small, with personal contact with all 

resellers, that it is possible to have a single project manager for any 

international implementation, and genuine interaction between all 

members of the team. 

Microsoft Dynamics NAV offers no such possibility; there will be 

multiple resellers involved, all competitive, with no central control. 

SECTION G: ANALYSIS AND REPORTING 

33. Analysis 

HansaWorld Enterprise offers up to 15 levels of analysis on financial 

transactions (Objects), and 30 levels on static data (customer and 

item classifications). 

Microsoft Dynamics NAV has four level of analysis. 

34. Integrated Business Intelligence 

HansaWorld Enterprise offers Business Intelligence from within the 

application, launched directly from KPIs. Pre-existing BI templates 

ensure that deployment is immediate. 

Microsoft Dynamics NAV has no inline possibility, no standard partnerships 

with BI providers, and no pre-existing templates for BI. As 

a result there are hundreds of hours required to produce BI. Also 

the lower level of analysis within the product makes the end result of 

BI dramatically less effective than HWE. 

35. Real-time reporting 

All of HansaWorld Enterprise’s reporting is available real-time, right 

through to consolidated reports and business intelligence. Parallel 

reporting ensures this doesn’t impact scalability. 

Microsoft Dynamics NAV has no consolidated reports, and no realtime 

business intelligence options. 

Battle Card 

SECTION H: CUSTOMISATION 

36. Customisation 

HansaWorld Enterprise’s HAL language is simpler, and consequently 

cheaper to deploy and upgrade. 

Microsoft Dynamics NAV has reasonably strong tools for customisation. 

However, these are complex to deploy, and upgrading as a 

result takes time and requires careful management. 

37. Availability of source code 

All of HansaWorld Enterprise’s application logic is in HAL (Hansa 

Application Language), the customisation engine. HansaWorld 

makes available all HAL Source Code to anyone who has successfully 

taken training on HAL - making it simple to tweak existing code, 

and to create new functionality that looks similar to any existing 

code. 

Microsoft does not offer Microsoft Dynamics NAV source code to 

anyone, even its accredited partners. 

SECTION I: INTERNET SERVICES 

38. Internet Services 

HansaWorld Enterprise has the technology to offer third-party services 

on a Software as a Service model, with subscription pricing, 

no software installed at customer site, no upgrade issues, and the 

ability to switch the service on and off at a moment’s notice. 

In different countries, these include: 

• credit checking, providing a full credit report on the prospect/ 

customer 

• eInvoicing 

• postcode/address validation 

• eBanking 

• SMS handling 

• credit card processing 

• exchange rate pickup from central banks 

• mapping 

• interaction with shipping companies (e.g. Fedex) 

Microsoft Dynamics NAV has no internet services. All third-party 

services have to be connected using expensive interfacing written 

specifically for each customer and deployed separately at each 

site. Upgrades will be consequently much more complex and 

expensive. 

SECTION J: E-COMMERCE 

39. Webshop and web engine 

HansaWorld Enterprise offers a fully-configurable, style-sheet 

driven webshop that allows users to manage content, without 

technical skills in areas such as HTML. It is delivered as part of a 

complete web engine that is part of the ERP system, not a separate 

application requiring interfacing - and so users can interact with any 

Battle Card 

5. 24x7 uptime 

for terminal services (4 minimum, possibly 5), expensive setup and 

HansaWorld Enterprise has scripted backups and journalling to requires ongoing IT support to keep this running. 

allow the server to remain up for 24x7. For example international 

companies in multiple time zones do not need to lose processing 9. Speed of installation 

time for backups, and yet remain on a single, integrated solution. HansaWorld Enterprise server takes five to ten minutes to install, 

and each HansaWorld Enterprise client takes two minutes. 

Microsoft Dynamics NAV has no such feature 

Microsoft Dynamics NAV server takes about a day, and each 

client takes approximately half an hour. As a result, customers and 

SECTION B: NETWORK AND ARCHITECTURE 

dealers are wary about upgrading. 

6. Hosting 

HansaWorld Enterprise supports hosted servers, removing the SECTION C: MOBILE 

need for expensive IT staff at customer sites to look after server 

implementations. Space on virtual servers can be rented from 10. Mobile Usage 

Amazon.com, with simple setup, and managed services available HansaWorld Enterprise offers greatly improved employee productivity 

through the ability to log on from customer sites, sales loca- 

from HansaWorld and its dealers. Generally a single instance is 

required, in common with HansaWorld’s single database strategy, tions, suppliers, while mobile, or from home. Our ready-to-deliver 

with additional space for storage of backups. Auto-deployment of mobile technology and ERP functions can not be matched by 

client updates and customisation files keeps the entire strategy any of our competitors. More than 3,000 ERP screens on mobile 

simple. Managed services required for this option are minimal - devices, more than 1,000,000 million lines of ERP code and more 

limited broadly to keeping and checking of backups, management than 400 standard reports are ready to be used on a wide variety of 

and assistance with testing of updates, and emergency recovery. mobile devices. 

Costs are low. 

Microsoft Dynamics NAV has no possibility to be run on mobile 

Microsoft Dynamics NAV requires four separate servers if the devices. 

customer himself publishes the IP, otherwise five. Setup of these 

servers is extremely complex, and leaves significant risk of security If Microsoft Dynamics NAV partners attempt to deliver anything 

holes, overcomplexity of user profiles, and significant challenges remotely similar, they have to write their own application on the 

for users to print locally. As a result it is also extremely complex mobile device, and use expensive and complex messaging applications 

to share data between the mobile device and the Microsoft 

to support, and user experience of hosting tends to be very poor. 

Costs are at least 50% higher than HWE, ignoring the very high Dynamics NAV MS SQL Server. No Microsoft Dynamics NAV partners 

have successfully delivered this type of application, and so 

costs of associated services. 

the customer faces significant risks when this is offered. We believe 

7. Auto-deployed clients 

that the partner would need input from Microsoft, and waiting time 

HansaWorld Enterprise offers the possibility to put the latest client for this would be long. 

version on the server at the same time as updating to the server, 

and then control the automatic deployment of client versions when 11. Choice of mobile devices 

a user logs on to the HansaWorld Enterprise server with a lower HansaWorld supports a range of mobile devices as standard, 

version of the software. This is only practical given how efficient the including Windows CE and Mobile 5 and 6 PDAs, Nokia Smartphones 

(running Symbian 60 and 80), and iPhones. Given our 

HansaWorld Enterprise code is, making it small enough to deploy 

simply. 

experience in this area, and the flexibility of the HAL toolset, we can 

put HansaWorld Enterprise on further devices with minimal effort. 

Microsoft Dynamics NAV has a fat client architecture, requiring a 

complete reinstallation on local devices with each new version, and Microsoft Dynamics NAV has no possibility to be run on mobile 

no possibility to deploy any automation in this area. 

devices. 

8. Wide-Area Networking 

Any third-party application written for a mobile device will ONLY run 

HansaWorld Enterprise uses on average less than 1k for each on that device; as soon as that device is withdrawn from the market, 

network instruction, resulting in out-of-the-box support for use the third-party application needs significant re-engineering to run 

from home and mobile. In countries with slow internet, HansaWorld on any new device, thereby significantly raising the cost of ownership 

and the risks of working with third-party developers. 

Enterprise is still the only viable option for real-time log-in from 

remote locations. 

12. SmartApps 

Microsoft Dynamics NAV has no possibility to run on slow-speed HansaWorld offers the possibility to deploy customised applications 

on mobile devices in a matter of hours - including handling of 

networks. If multi-location or mobile use is required, the customer 

needs to buy expensive bandwidth (leased lines), multiple servers rich media, and synchronisation. 

Battle Card 

Microsoft Dynamics NAV has no such features. 

time without going through synchronisation routines and possible 

double bookings. 

13. Synchronised application code 

HansaWorld’s SmartApps engine offers the possibility to deploy Microsoft Dynamics NAV has no such feature. 

customisations when the user selects to synchronise their mobile 

device with the server - which can be done even when the user is at Using MS Outlook for this purpose has significant drawbacks: 

a remote location, provided there is a phone signal. If the customer • cost of buying and installing MS Exchange and MS Outlook 

is likely to make changes to fields required, or other interactions on • IT staff required to maintain the infrastructure 

the local device, during the implementation, this is a major timesaver. 

example it is not possible as standard to create invoicing in 

• insufficient interaction between calendar and financial data, for 

Microsoft Dynamics NAV from Outlook calendar entries. 

Microsoft Dynamics NAV has no possibility to be run on mobile 

devices. 

17. Resource Planning 

HansaWorld Enterprise’s Resource Planning enables graphical 

If you make changes to third-party applications written for mobile scheduling of tasks by: 

devices, this requires the user to return the device to a central location, 

where the original application will be de-installed and the new • people filtered by project (professional services) 

• people and teams of people (professional services) 

version installed. 

• machine (production, for finite capacity planning) 

• asset (facilities management, maintenance) 

• rental assets 

• rooms (hotels, training companies) 

SECTION D: INTEGRATED CRM 


14. Truly-integrated CRM 

HansaWorld Enterprise offers CRM tools within the same application 

as the financial and all other data. These tools are available to 

18. Integrated email 

HansaWorld Enterprise offers an email server and client, which as 

all areas of the software, not just customers, and so our customers 

a result means that mail and other records are automatically integrated. 

You can drag and drop records onto internal mails, files onto 

automatically get Supplier Relationship Management, and management 

of all activities with all people. CRM tools like mailshotting 

any mails, and see the email history from a customer dashboard. 

can be applied as standard to all data - for example, it takes less 

than a minute to prepare an email campaign to all customers who 

Microsoft Dynamics NAV is heavily reliant on MS Outlook, and so 

have bought a specific product in a given time range (for product 

cannot support drag and drop. 

upgrades/cross-selling opportunities/product recalls). These tools 

are fully integrated with HansaWorld Enterprise’s analysis capabilities 

- for example allowing emailshots to be easily targeted just to 

19. Conferences 

HansaWorld Enterprise’s Conferences feature allows complete 

end users, or dealers, or to customers in specific industries or of 

knowledge management, particularly in conjunction with the paperclip 

feature. Any data you want to share around the company can 

given size criteria. 

be stored into Conferences, and then readily found by users (using 

Microsoft Dynamics NAV has no CRM as standard. 

multi-Conference Search features) and used (including drag and 

drop to email and other records). 

Microsoft has created an interface between Microsoft CRM and 

Microsoft Dynamics NAV. There are a selection of possibilities delivered 

without programming, but most of the valuable interactions 


between financial data and the CRM tools have to be programmed. 

Using Sharepoint for this involves expensive setup, and IT staff to 

maintain the infrastructure. 

15. Document Management 

HansaWorld Enterprise has the paperclip feature to allow users to 

20. Interactive Telephony 

store records and external files against any other record. 

HansaWorld Enterprise allows outbound calls from any device 

that supports calling - computers with microphone and speaker 

Microsoft Dynamics NAV has no such feature. Purchasing Sharepoint 

provides the possibility to share files in a separate application, 

support, Smartphones and iPhones. The Business Phone feature 

allows calling from any customer or supplier facing record. Also 

with no connection to the source records. This requires expensive 

Intelligent Routing allows the user to set up rules to instruct how 

setup and complex management in all cases. 

calls should be routed, based on data in the ERP system. For 

example, sales can be routed to the allocated salesperson except 

16. Group Calendar 

for those customers with invoices overdue for more than 60 days, 

HansaWorld Enterprise Multi Person/Group calendar allows real 

who might be routed to the accounts department. 

time viewing of all calendars and updating or adding activities 

to multiple person calendars. Technicians, management or staff 


that are not office bound can access the calendar anywhere real 

Battle Card 

21. Alerts / Alarms 

25. Multi-language documents 

HansaWorld Enterprise offers built-in Alarms so you can choose Single language versions of HansaWorld Enterprise can produce 

what to be reminded of, and by what method - pop-up window, text output documents such as invoices in customer/supplier languages 

message or email. Also it has full “workflow” in the form of customisable 

Business Alerts, whereby the system can trigger alerts such the correct language on printing the document. Language tables 

with minimal setup by the user, thereafter automated to produce 

as pop-up windows, text messages or emails on the occurrence of ensure that data is displayed in the appropriate language for the 

specified events. 

form. 

Microsoft Dynamics NAV does not offer any workflow as standard. In Microsoft Dynamics NAV all output documents require programming, 

and so multi-language stationery can be set up, but this is not 

If you apply external tools to achieve this, such as Sharepoint, this 

is expensive and time-consuming to create, expensive to maintain standard and so expensive to achieve. Since partners tend to have 

and less functional. 

skills only for one country, creating programmed forms in multiple 

languages is very difficult to achieve. 

There are no language tables for key fields, and so data appears in 

SECTION E: INTEGRATED VERTICALS 

local language whatever the language of the form. 

22. Integrated Verticals 

26. Multi-language screens and data 

HansaWorld Enterprise has standard modules for: 

HansaWorld Enterprise has mixed language versions, whereby 


international managers using screens and reports in one language 

• Job Costing (there is a primitive Microsoft Dynamics NAV 

can review local language data entered by staff using different 

module for this) 

language screens. All of this is managed from a single application 

• Expenses 

and single datafile. 


• Hotel 

For Microsoft Dynamics NAV, different executable files are required 


for each language, making it difficult to set up a truly multi-language 

• Resort 

implementation (quite aside from the fact that some languages 

• Rental 

cannot be mixed at all). There are no language tables where the 


user can set how data in one language will show up in reports in 

• Loans/Credit Management 

another. 

• Customs 

• Jewellery 

27. Multi-currency 

• Cheque Management (for South America) 

In HansaWorld Enterprise, transactions can be entered in any 

currency. Receipts and payments can be processed in currencies 

other than the invoiced currency, and HansaWorld Enterprise 

Microsoft Dynamics NAV has no such modules. 

handles the exchange gains/losses automatically. Batch routines 

23. Varieties 

exist to post unrealised gains and losses at month end. 

HansaWorld Enterprise has full handling of varieties, that allows 

size/colour/unit and other variations to be handled without the 

You cannot mix currencies in Microsoft Dynamics NAV transactions. 

requirement to create separate items. This offers much stronger 

handling of clothing retail and distribution. 

28. Dual Base currency 

In HansaWorld Enterprise, transactions can be entered in any 


currency, and are then stored in up to three currencies (currency of 

transaction, home currency, and group reporting currency), therefore 

supporting consolidation using actual transaction rates. 

SECTION F: INTERNATIONAL AND MULTI- 

COMPANY IMPLEMENTATIONS 

For Microsoft Dynamics NAV, reporting in two currencies is achieved 

through a reporting algorithm, meaning that transactions are stored 

24. Local language screens and localisations 

only in transaction currencies and local currency, and month-end 

HansaWorld Enterprise is translated into 30 languages, and extensively 

localised and actively used in around 100 countries. 

reports can be built from transaction details by reading against the 

exchange rate table (therefore not allowing transaction rates, and 

making reporting slow in this area). 

Microsoft Dynamics NAV is also translated into many languages 

and localised for many countries. You should determine the quality 

29. Real-time consolidation 

of the localisation in whatever market you are operating in. 

HansaWorld Enterprise has a standard Consolidation module, 

allowing real-time group reporting. 

Microsoft Dynamics NAV has no such feature. Consolidations must 

be performed outside of Microsoft Dynamics NAV. 

30. Automatic upload of exchange rates 

In some countries, HansaWorld offers a monthly service (deployed 

as Software as a Service) whereby exchange rates can be picked 

up automatically from central banks - removing data entry in this 

area, and the possibility of mistakes which require expensive 

resources to fix. 


31. Shared registers 

In a HansaWorld Enterprise multi-company installation, each 

register is held separately in each company, so for example a five 

company installation would have five separate Contact registers. 

HansaWorld Enterprise offers the possibility to share the Contact 

register either across all companies, or just a selection of those 

five - and as a result a Contact whose details need to be in all five 

companies will appear there with a single entry. 


32. International implementations 

HansaWorld is sufficiently small, with personal contact with all 

resellers, that it is possible to have a single project manager for any 

international implementation, and genuine interaction between all 

members of the team. 

Microsoft Dynamics NAV offers no such possibility; there will be 

multiple resellers involved, all competitive, with no central control. 

SECTION G: ANALYSIS AND REPORTING 

33. Analysis 

HansaWorld Enterprise offers up to 15 levels of analysis on financial 

transactions (Objects), and 30 levels on static data (customer and 

item classifications). 

Microsoft Dynamics NAV has four level of analysis. 

34. Integrated Business Intelligence 

HansaWorld Enterprise offers Business Intelligence from within the 

application, launched directly from KPIs. Pre-existing BI templates 

ensure that deployment is immediate. 

Microsoft Dynamics NAV has no inline possibility, no standard partnerships 

with BI providers, and no pre-existing templates for BI. As 

a result there are hundreds of hours required to produce BI. Also 

the lower level of analysis within the product makes the end result of 

BI dramatically less effective than HWE. 

35. Real-time reporting 

All of HansaWorld Enterprise’s reporting is available real-time, right 

through to consolidated reports and business intelligence. Parallel 

reporting ensures this doesn’t impact scalability. 

Microsoft Dynamics NAV has no consolidated reports, and no realtime 

business intelligence options. 

Battle Card 

SECTION H: CUSTOMISATION 

36. Customisation 

HansaWorld Enterprise’s HAL language is simpler, and consequently 

cheaper to deploy and upgrade. 

Microsoft Dynamics NAV has reasonably strong tools for customisation. 

However, these are complex to deploy, and upgrading as a 

result takes time and requires careful management. 

37. Availability of source code 

All of HansaWorld Enterprise’s application logic is in HAL (Hansa 

Application Language), the customisation engine. HansaWorld 

makes available all HAL Source Code to anyone who has successfully 

taken training on HAL - making it simple to tweak existing code, 

and to create new functionality that looks similar to any existing 

code. 

Microsoft does not offer Microsoft Dynamics NAV source code to 

anyone, even its accredited partners. 

SECTION I: INTERNET SERVICES 

38. Internet Services 

HansaWorld Enterprise has the technology to offer third-party services 

on a Software as a Service model, with subscription pricing, 

no software installed at customer site, no upgrade issues, and the 

ability to switch the service on and off at a moment’s notice. 

In different countries, these include: 

• credit checking, providing a full credit report on the prospect/ 

customer 

• eInvoicing 

• postcode/address validation 

• eBanking 

• SMS handling 

• credit card processing 

• exchange rate pickup from central banks 

• mapping 

• interaction with shipping companies (e.g. Fedex) 

Microsoft Dynamics NAV has no internet services. All third-party 

services have to be connected using expensive interfacing written 

specifically for each customer and deployed separately at each 

site. Upgrades will be consequently much more complex and 

expensive. 

SECTION J: E-COMMERCE 

39. Webshop and web engine 

HansaWorld Enterprise offers a fully-configurable, style-sheet 

driven webshop that allows users to manage content, without 

technical skills in areas such as HTML. It is delivered as part of a 

complete web engine that is part of the ERP system, not a separate 

application requiring interfacing - and so users can interact with any 

web pages. For example, suppliers can be emailed URLs with each 

Purchase Order, that take them back to the Purchase Order record 

to allow the supplier to enter the expected delivery date. This gives 

the possibility of offering direct access to external partners from a 

web portal to place orders, track the status of the order, follow up 

on serial check stock levels for Items, subassemblies and components. 

Microsoft Dynamics NAV has no webshop or web engine. 

SECTION K: OTHER FEATURES 

40. Pictures on Items 

HansaWorld Enterprise allows pictures to be displayed directly 

on Item records, and provides Coverflow as a means of selecting 

Items by picture. 


41. Pictures on Forms 

HansaWorld Enterprise allows pictures stored against Items to be 

printed on Forms such as Quotations, Orders and Invoices. 


SECTION L: VENDOR OFFERINGS 

42. e-Learning 

HansaWorld Enterprise offers context-sensitive web movies 

to explain how to use functionality - not just searchable online 

manuals. 


43. AppStore 

[Not yet implemented] HansaWorld offers a store with dealer and 

in-house customised code offerings, supported by eLearning to 

show the functionality, customer feedback in the form of ratings, 

and options for purchase of source code as well as just the functionality. 


Battle Card 

GENERAL POINTS 

1. Ease of use 

HansaWorld Enterprise was written originally for very small companies, 

and then code has gradually been added to fulfill the more 

complex requirements of larger companies. Ease of use stems 

from: 

• rigorous application of consistent design standards 

• refusal to add features into standard that would overcomplicate 

• clean interface driven particularly from programming on the 

Mac platform and adherence’s to Apple’s Aqua guidelines 

• continuing support for smaller, simpler users in the same code 

base as the larger systems 

• tools such as drag and drop (of records and files) and gesture 

support on Macs 

• complete commitment to simple tools to promote efficiencies, 

such as error correction with full audit trail on the face of journals 

(with option for clean audit trails or with corrections) 

• simple technology to support drilldown to source records, on 

from there to any related data in any direction 

• very strong searching throughout the software. 

While Navision was originally written also for small companies, 

the company was no longer selling to such companies even when 

Microsoft bought the product. Also the smaller customers were 

only in Denmark, and so the ease of use was not translated into an 

international product. Microsoft’s objectives as owners are primarily 

related to continuing sales of its other applications from SQL 

Server through to Sharepoint, removing all pretence of retaining the 

simplicity required by smaller companies that retains ease of use 

throughout the offering. 

Microsoft Dynamics NAV has no drag and drop, and no simple error 

correction (aside from reversing the offending entry and re-entering 

it, leaving no option for clean management reports). There is no 

drilldown. 

2. Future Safety 

HansaWorld is independently owned, and investing around 35% of 

turnover in product development. It has retained a significant lead 

on its competitors in releasing new technologies, and the strategy 

of not relying on third parties is a key component in continuing 

to deliver in this area. The Group Managing Director, Karl Bohlin, 

remains the visionary behind the product, and drives the adherence 

to strict architectural and design guidelines that ensure Hansa- 

World Enterprise continues to outperform. 

Battle Card 

The original team behind the Navision product that is now Microsoft 

Dynamics NAV left Microsoft fairly quickly after the takeover. There 

are no senior developers or designers left from that team, leaving 

a mature product with what many describe as a lack of direction. 

There is significant speculation that Microsoft Dynamics NAV will 

eventually be replaced by Dynamics AX, and that all the development 

effort in the Dynamics range is concentrated on AX. 

3. Satisfied Customers 

HansaWorld has a satisfied customer base of over 71,000 

customers worldwide. Most of our customers stay with our software 

for more than 5 years. Our company intention is to build long 

profitable relationships with our customers. We do not actively 

market and advertise and have managed to get most of our 71,000 

customers worldwide through word of mouth as a result of satisfied 

reference customers. In 2008 HansaWorld Enterprise got the 

highest marks in the Software Satisfaction Awards, voted for exclusively 

by ERP software users: 

http://www.accountingweb.co.uk/cgi-bin/item.cgi?id=195979 

In 2009, HansaWorld Enterprise topped independent research by 

Advince on software usability. 

http://www.advince.se/pdf/Presentation_18_mars_2009_vagvalaffarssystem.pdf 

Satisfaction with Microsoft Dynamics NAV is average, with implementations 

generally failing through overcomplication, insufficient 

skills in the reseller, or inadequate resource budgeting after a price 

war between Microsoft Dynamics NAV dealers instigated by the 

customer. 

4. Tomorrow’s Technology 

HansaWorld is absolutely determined to maintain its lead in 

supplying leading-edge technologies that deliver true customer 

benefit. Recent examples include Telephony, VOIP, Internet Services 

and Mobile Devices. 

Microsoft Dynamics NAV has fallen further behind HansaWorld 

Enterprise since Microsoft took over ownership. This is the result of 

the loss of the product designers, and the slow speed of development 

that is a result of design by committee and large company 

ownership. 

Battle cards are created and used to ensure that our sales staff are knowledgable of our competitors, their products and 

its features.

22 

Marketing Routines 

If a Marketing material is not available or not listed in the 

Marketing conferences or in the partner portal, you may 

request the creation of such material provided that you 

adhere to the routine below. 

How to request marketing materials to be made 

1. Determine what you need. Check in the marketing 

conferences if there is a version of this material made 

for the UK market. Marketing uses the UK English 

versions as the international standardized version to use 

for localisation. 

2. For localisation, use the UK English versions of the 

materials as the basis for translation. Translate the 

material to your local language, take related screenshots 

using cmd+shift+4+spacebar, and include the office 

details in the mailbody of your request mail. 

3. Ensure that the subject line follows the following format: 

Country>>MaterialType>>Name of the material 

For example, Sweden>>Brochures>>Enterprise by 

HansaWorld 

4. Send this mail request to Marketing wish conference. 

Keep in mind that the Marketing department needs a 

2-week leeway period to produce a certain material or 

resource. Urgent requests will only be entertained on 

a case-by-case basis and subject to approval. Once 

approved for production, the design team has a time 

frame of 2 wks to finish the task at hand. 

5. If your request is not read or if you have not heard 

anything back from the Marketing department in 3 days, 

please email Zane Nuke directly, zane@hansaworld.com 

to get the status of your request. 

Advertising Routines 

Prior to sending a marketing wish email to the Marketing 

department for ads to be made for publications and/or other 

media. Please adhere to the following routine: 

1. Plan ahead. Ensure that your ads meet the marketing 

budget of 5% of the estimated annual turnover. Having 

your ads' costs pre-approved and reviewed by Operations 

is ideal prior to submitting a request to the Marketing 

dept. Also. please note who has approved your costs. 

2. Provide details of your project. What type of media is it for, 

the cost, what is your product focus, the duration of the 

ad/campaign, and size specifications. For sizing, clearly 

state if they are in mm, inches, or pixels. Please follow 

the subject line formatting from the standard marketing 

routines. 

3. Send this mail request to Marketing wish conference. 

Keep in mind that the Marketing department needs a 

2-week leeway period to produce a certain material or 

resource. Urgent requests will only be entertained on 

a case-by-case basis and subject to approval. Once 

approved for production, the design team has a time 

frame of 2 weeks to finish the task at hand. 

4. If your request is not read or if you have not heard 

anything back from the Marketing department in 3 days, 

please email Zane Nuke directly, zane@hansaworld.com 

to get the status of your request.

Sales And Marketing Guidebook - HansaWorld

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