WennSoft is committed to maximizing customer results by ... - Icon S.A.

Making the most of your
people, products
and processes

We can help you do business better!
Making the most
of your people,
products and
processes
WennSoft provides
innovative business
management
solutions for
project-oriented,
field service and
equipment
management
industries. The
WennSoft
turnkey
solutions
complement
and enhance
existing
processes
and the
people who
facilitate them –
improving efficiency,
expediting reporting
and creating costsavings
for your
business. Along with
our partners,
WennSoft provides
the product
development,
support, training
and consulting
services you need
not only to
effectively integrate
and install our
solutions, but to
take full advantage
of your investment
for years to come.
From the trenches
WennSoft grew
from the operations
department of a
construction services
company seeking an
effective software
solution to assist in
managing its large
WennSoft is
committed to
maximizing
customer results
by improving
processes and
driving growth
construction-related
projects and service
operations. In 1989,
the resulting
solutions were
implemented within
the company as a
way of expediting
reporting, allowing
proactive
management
processes,
improving efficiency
and reducing overall
costs. In 1995,
WennSoft was
incorporated as its
own entity, allowing
it to expand its
software product
line and begin
serving multiple
industries. Today, we
have more than
1,100 customers in
26 countries.
Partnering for
better outcomes
Wherever you work,
a WennSoftauthorized
partner
can be found who
will work closely
with you to identify
the ideal solutions
for your particular
business, assist
with
implementation
and provide vital
follow-up and
post-sale support.
All certified
resellers are
required to attend
training and pass
a certification
exam to ensure their
proficiency with the
WennSoft products,
and to learn the
best methods for
integrating those
products into your
system.
To find a partner or
learn more about
the WennSoft
solutions,
contact:
WennSoft
PO Box 511187
5355 South
Moorland Road
New Berlin, Wisconsin
53151-1187
Tel: (262) 317-3700
Fax: (262) 821-3838
E-mail:
sales@wennsoft.com
WennSoft at a Glance
WennSoft Solutions
• Job Cost
• Service Management Series
• Equipment Management Series
Industries in which WennSoft solutions are
particularly well suited:
• Mechanical Contracting
• Construction Equipment Distribution
• Material Handling Distribution
• Telecommunications
• Utilities
• Public Sector/Government
• Oil and Gas
• Residential and Commercial Construction
• Electrical Contracting
• Roofing, Siding and Sheet Metal
• Excavating and Pipeline
• Fire Safety
• Plumbing
• Security Systems Services
• Architecture and Engineering
• Industrial Services Network and
Infrastructure
• Build-to-order Manufacturing
• Power Generation
• Real Estate Management – Residential and
Commercial
• Consulting Services
• Elevator Installation and Maintenance
• Heavy Highway Construction
• Agricultural Equipment Distribution
• Environmental Testing and Maintenance
WennSoft-authorized partners: More than 300
world-wide
Office Locations: New Berlin, Wis., and
Fargo, N.D.
Customers: 1,200+
Concurrent System Users: More than 14,000
Countries in which WennSoft products are
running: 26

People
Your customers
Your employees
The heart of your business

PEOPLE DETERMINE YOUR BUSINESS’S
SUCCESS
More than process or product, people determine your business’s success.
WennSoft solutions bring people and their functions together, maximizing
their efforts and the knowledge they hold.
Your customers expect to …
Gain immediate access
to information. Your
customers expect more
information in less time –
they want to know now.
Whether that means an
immediate answer over
the phone or finding the
answer online, WennSoft
solutions can help. Real-
Do it right the first time. WennSoft
solutions offer safeguards that help
ensure all the information entered in
your system is accurate and up-todate.
Automatic reminders, and alerts
at the time of mistaken data entry
can help eliminate many of the
errors that cost your business time
and money. Software should work
with your employees, not against
them. WennSoft solutions are
designed to do just that.
Focus on the customer. You know
that when your employees are more
efficient, your business is more likely
to grow. Part of improving efficiency
is eliminating redundant, timeconsuming
tasks and allowing
employees to focus on your
customers. WennSoft solutions
provide faster, more proactive ways
of entering and tracking information
in your system. The result? More
productive employees, more satisfied
customers and a more effectively run
business.
time updates and selfservice
options mean both
your customers and your
customer service team can
access information 24/7.
And being there when
your customers need you
is a great way to rise above
the competition.
Your employees want to…
Find accuracy in every
interaction. Your
customers expect and
deserve accuracy when
dealing with you. But,
unless you're using an
automated and fully
integrated system, you
can't be sure your billing
rates, taxing percentages,
Work smarter. Often, your
employees have all the knowledge
they need to effectively manage and
report on the jobs they oversee. The
challenge is harnessing that
information within a central system.
WennSoft’s Internet-based and
wireless products allow your
managers and field technicians to
enter data directly into the system
from the field. Re-entry is eliminated
and access is immediate.
Get up to speed, quickly. When
employees need to be proficient in
the software that runs your business,
product manuals and Web sites
aren’t always the best place for
answers. And you may find that the
optimal training ground isn't your
live system. That's why WennSoft has
a safe work zone built into each of its
products. New system users can
practice, experiment and test new
ways of running the system, all
without impacting the live system. In
addition, WennSoft offers in-depth
total labor hours or
purchase order numbers
are accurate. WennSoft
solutions ensure that the
invoicing information is
correct – maintaining the
edge that keeps you ahead
of the pack.
product training for employees via
Web-based classroom training or live
with our onsite consultants.
Access the experts. WennSoft
consultants and customer support
teams also are available to
troubleshoot during implementation
and beyond, through our
comprehensive support plans.
Telephone support is guaranteed and
training is included in most options.
WennSoft support team members
have backgrounds in construction,
service management, equipment
management and finance – allowing
you to draw upon a wide range of
experience and skill sets.

Process
Doing it right the first time
Best practices at your fingertips
A better way to get things done

PROCESS FUELS THE FIRE
While people are the heart of your business and product is the foundation,
process fuels the fire. WennSoft provides a turnkey, cost-effective solution that
can help you deliver the quality goods and services your customers expect. Our
integrated solutions can help your organization with a variety of key processes,
including:
Controlling costs. WennSoft solutions provide
integrated cost controls that allow you to identify areas
where costs exceed estimates or budgets are overrun.
More importantly, you can find the detailed
documentation that will put things back on track.
Communicating with the field. Easy access to critical
data from a job site or service call allows others within
your company to benefit from new data quickly.
WennSoft solutions make it easy for field employees to
submit job information back to the home office in real
time.
Initiating new work. WennSoft solutions enable field
technicians and project managers to facilitate new work
orders from the field without the extensive involvement
from the home office. More work is completed with less
administrative overhead – increasing revenue,
empowering workers and capturing otherwise untracked
costs.
Simplifying change orders. Capturing change orders
can be a complicated, paper-intensive process. Too
often, a lack of proper tracking means costs go up and
information goes missing in the central system. With
WennSoft mobile wireless technologies your changes
can be easier to process – increasing revenue by more
accurately recording the true cost of your projects.
Improving forecasting capabilities. Having up-to-theminute
data in your system allows you to analyze what's
happening today and anticipate what will occur
tomorrow. With WennSoft data collection and analysis
tools your managers can better understand their project
status and make changes along the way to maximize
profitability.
Comprehensive analysis tools. Every organization has
different reporting and analysis needs. WennSoft
solutions allow you to view projects from the very
highest level down to an individual transaction
providing a great view of schedules, profitability and
assets. Other common analytical software tools also can
be used in conjunction with WennSoft products.
Proven implementation methods. Switching over to a
new system can be a daunting process. We've developed
proven methods for streamlining implementation.
WennSoft consultants, along with our network of
certified partners, work with you to identify and address
potential challenges ahead of time, train your system
users and ensure that implementation does not disrupt
your business.
Easy product training. No matter how beneficial a new
software solution may be for your business, it’s
worthless if your front-line people don’t know how to
use it. While WennSoft solutions are intuitive by nature
and look familiar due to their Microsoft environment,
our certified partners and training consultants are ready
to help your employees learn your new solution inside
and out.

Product
The foundation you rely on
Complete confidence in your solution
Your company defined
People are the heart, process is the fuel and product provides the
foundation necessary to tie your work to profitability. WennSoft Job
Cost, Service Management Series and Equipment Management Series
create a strong base for project-oriented, field service or equipment
management companies.

With Job Cost, you're
in control of the
project, allowing you to increase
margins, better manage costs and realize
higher profits. Job Cost scales to rapidly
changing business conditions, while
providing project managers with the
ability to track and manage:
• Budget activity by project, job and
four phases (phase, branch, detail
and subdetail)
• Revenue and expenses
• Labor, materials, equipment,
subcontractors and other userdefined
categories
• Job data
• Billing and accounts receivable
• Change-order management
• Contract administration
• Union and certified payroll
• Budgeting and reporting
A wide variety of modules extend these
core functions.
Many divisions single contract. The
Project Level module is for companies
with multiple divisions working together
on a single contract. Project managers
can create a single contract with multiple
jobs, and provide project-level costs,
billing and revenue crossing several
divisions (e.g., electrical, HVAC and
plumbing). The integration to Microsoft
Dynamics GP financials provides a
top-to-bottom view of the project
performance.
Rapid access to information. Project
Manager's Advisor (PMA) module gives
project managers rapid access to job
information allowing real-time
information to influence better decisions
and improve control over job outcome.
User-defined security access can restrict
project managers to viewing only their
assigned jobs, as well as prevent or allow
forecast revisions and change orders
JOB COST
directly. Additionally, remote access to
view information and facilitate changes
can be accomplished anytime, anywhere
via the Internet with the ePMA module.
Subcontractors. The Subcontractor
module tracks subcontractor
information, change order status for
inclusion in AIA billings and more. The
Advanced Subcontractor module
manages a greater volume of vendors
and subcontractors, and introduces the
ability to add subcontractors to a job
during purchase order entry. Additional
functionality allows document tracking
and printing of lien waivers.
Invoicing. Designed to control and
manage unbilled receivables and create
invoices, this Job Cost module provides
shortened billing cycles and improves
cash flow by supporting multiple billing
types including time and material, AIA,
fixed price, and scheduled billings,
among others. In addition, integration
with the Service Management Series and
Microsoft Dynamics GP enables singlepoint
data entry.
Report and estimate. Reporting
possibilities range from
simple user-defined lists
to sophisticated custom
analysis tools, and
building reports is as
easy as pointing and
clicking on any field in
the database. Customization tools allow
quick and easy creation of new reports
or modification of the hundreds
included in this module. Job Cost
reports integrate with both Microsoft
Dynamics GP and Crystal Reports.
Document management. This module
provides a practical and affordable
solution for organizing and sharing
documents. Users can store, retrieve and
attach files of virtually any format to a
job.
"Our business has nearly
doubled since we first installed
our WennSoft Job Cost
solution five years ago. Today,
it's still a perfect fit for our
business. When they call it a
scalable solution, they mean
it." -Barrie Brayford, VP, Chief
Administrative Officer,
The Miller Group
Expense tracking. The TimeTrack
module provides a single point of entry,
streamlining the collection of labor and
labor-related expenses. Users can
capture, validate, track, review, approve
and post labor, travel and employee
expenses to various projects. The
information also can be posted to the
General Ledger and Payroll modules for
processing. An Internet-enabled version
(eTimeTrack) extends this functionality
to mobile and off-site employees.
integrated, scalable
solutions
Additional modules and offerings
include Multicurrency Management,
ADP Export and Microsoft Project
Integration.

Built on the solid foundation of
Microsoft Dynamics GP, the Service
Management Series delivers robust
functionality for asset-based
organizations. The Service
Management Series provides a 360degree
view of your customer
accounts by facilitating efficient.
• Service call capture and
assignment
• Dispatch
• Resolution tracking
• Contract management
The Service Management Series also
allows you to manage service level
agreements and escalations, as well as
track estimated and actual costs.
A number of modules are available to
further enhance the solution.
Mobile technology. Our mobile
solutions automate your business
operations by allowing you to track
and manage your mobile field force.
With MobileTEC, daily activities
such as sending new service calls to
the field, resolution tracking and
initiating new service work becomes
simple and routine. From paging
options to the MobileTEC product,
WennSoft offers a technology to
match your organizational needs.
Service quoting. Two quote solutions,
Maintenance Contract Quotes and
Service Call Quotes, enable sales and
customer service teams to be more
SERVICE MANAGEMENT
SERIES
responsive, realize more opportunities
and improve the odds of closing the
order.
Advanced document management.
A practical and affordable solution for
organizing and sharing documents,
users can store, retrieve and attach
files of virtually any format to a
service call, location, customer,
maintenance contract or equipment
record using this module.
Expense tracking. By creating a
single point of entry, TimeTrack
streamlines the collection of labor and
labor-related expenses. Users can
capture, validate, track, review,
approve and post labor, travel and
employee expenses to various service
calls. An Internet-enabled version
(eTimeTrack) extends this functionality
to mobile and off-site employees.
Web-enabled solutions. eCustomer
portal is a dynamic customer selfservice
portal that links directly from
your Web site – giving your
organization
the edge it
needs to be
successful in
this fiercely
competitive
age. From
their portal, customers can submit
service requests, or access service call
status, equipment history and contract
details.
“We were looking for a service
management solution that
would truly give us a
competitive advantage. That's
what we found with WennSoft.
It really has allowed our
productivity in the field and in
our office to soar, and that has
made us a better and more
profitable company.”
-Jim Malecha, Chief Financial
Officer, Egan Companies, Inc.
Additional modules that further
enhance the Service Management
Series' functionality include
Multicurrency Management, Job
Scheduling, Microsoft MapPoint
Integration, Graphical Scheduling,
MBS Business Portal Integration,
Paging and MobileTEC.
innovation and continuous
improvement

Functionality, integration and flexibility
serve as the foundation for the Equipment
Management Series. The ability to work
seamlessly with Service Management
Series makes Equipment Management
Series the ultimate dealer solution. The
Equipment Management Series provides
access to call information, equipment lists
and maintenance records while handling.
• Dispatching
• Scheduling
• Billing
• Damage repairs
• Maintenance contracts
• And much more
Additional functionality can be found
through the many modules offered with
the series.
Manage Equipment. At the heart of the
Equipment Management Series, the
Equipment Manager tracks all costs
involved in acquiring equipment, as well
as the financial details that affect the
equipment's book value. The Equipment
Manager summarizes key data such as
service expenses, depreciation, rental
billings, capitalized repairs and warranty
expenses. Additionally, interest,
depreciation and rental billings are
calculated and updated.
Purchase Goods. The Equipment
Purchasing module serves as an
enhancement to Microsoft Dynamics
GP® Purchase Order Processing for the
purchase of whole goods. Equipment from
numerous suppliers can be linked together
to form the whole good. When a new
piece of equipment is ordered, an
equipment ID is created and linked to the
item to ensure costs for the new item are
collected.
EQUIPMENT MANAGEMENT
SERIES
Rental Tracking. The Equipment Rental
module uses a streamlined cradle-to-grave
approach to support the rental process.
From invoice to agreement, the
Equipment Rental module records all
events in the rental process. Also available
are several analytical tools to sort or
search variables such as model, location,
status or attribute.
Sales Process. By providing the back-end
needs for processing sales transactions,
the Equipment Sales module enhances
the integration between the sales process
and the Equipment Manager. Sales staff
can have instant access to equipment
information, including availability, hours
worked and the mechanical condition of
the fleet. Equipment Sales also adds
functionality to Microsoft Dynamics GP
Sales Order Processing for the
configuration, quotation and sale of
whole goods.
Transportation. Controlling the
movement of the equipment fleet, the
Equipment Transport module facilitates
the booking, invoicing and scheduling of
equipment pickups and deliveries.
Equipment booked through the
Equipment Rental module can add
transport charges to the normal rental
invoicing
process. This
module also
tracks income
and expenses
against a
vehicle to
determine profitability of the delivery
fleet.
Maintain. The Equipment Maintenance
module allows you to create flexible and
detailed preventive maintenance plans to
ensure maximum availability of companyowned
equipment where third party
billing is not required.
"The Equipment Management
Series gives us a complete
picture on any single piece of
equipment … all the
information is entered on one
site and is accessible from
anywhere on the network.
Lost equipment records are no
longer a problem, and
everyone now has access to
the most accurate information
on our assets."
– Greg Mazengarb,
Emeco International
Attachments and Manuals. This module
allows you to easily configure and track
attachments related to your base pieces of
equipment while storing operation
manuals, warning labels and proof of
renter's training.
Expense tracking. By creating a single
point of entry, the TimeTrack module
streamlines the collection of labor and
integrity and commitment
commitment
to deliver
labor-related expenses. Users can capture,
validate, track, review, approve and post
labor, travel and employee expenses to
various projects. An Internet-enabled
version (eTimeTrack) extends this
functionality to mobile and off-site
employees.

three solutions
better together
together
WennSoft Job Cost, Service Management Series and Equipment Management Series are
strong individually, but even more impressive together. All three solutions enhance the
functionality of Microsoft Dynamics GP while integrating with each other to create a crossover
combination that synchronizes your business processes and truly brings your entire
organization – the people, processes and products – to the next level.
Allow the blend of WennSoft solutions, implementation expertise and support capabilities
provide the peace of mind you need to focus on your business – not your business solution.
WennSoft
PO Box 511187
5355 South Moorland Road
New Berlin, WI 53151-1187
Office: 262-821-4100
Sales: 262-317-3700
Fax: 262-821-3838
E-mail: Sales@wennsoft.com
www.wennsoft.com
WennSoft
300 SW 45th Street, Ste. 210
Fargo, ND 58103
Office: 701-356-5366
Fax: 701-281-1787