With our WebSource-based Online Catalog/Store you will impress your clients with a superior functionality and flexibility. Colors, layout and images are carefully chosen for that perfect balance of aesthetics and functionality. Behind the visually appealing user interface, you will find a scalable and expandable technology designed for your online success. WebSource Online Catalog Functionality: Unlimited number of product categories and subcategories. Unlimited number of products within a category or subcategory. Each product potentially placed in one or more product categories or subcategories. HTML Order Administration.
HTML Online Catalog Administration.
Ability for site administrator to add, modify, and delete product categories and subcategories using a browser.
Ability for site administrator to add, modify, and delete products using a browser.
Ability for site administrator to activate or deactivate any category, sub-category, or product.
Increase the flexibility your sales force or channels have by giving them the ability to work “off-line” when an Internet connection is not available. While online configurator can be a great tool, sometimes, such as on a construction site or a warehouse, getting online can be challenging. With this module, you will be able to: Generate quotes, proposals at your customers place of business, wherever that may be. Gives you the ability to download the latest product knowledge data from the master database. Download existing projects/quotes/proposals from the master database. Upload projects/quotes/proposals to the master database.
There is a great deal of sales consultant power idling inside every web browser. As your products and services grow ever more customized and complex, let WebSource Configurator automate, simplify, and accelerate your company’s sales process. WebSource Configurator is a thin-client web application available to anyone (ex. customers, sales people, or channel partners) with a web browser. The configurator walks the user through the process of specifying a product by description. Based on the user’s selections, the WebSource Configurator engine spins out, in real time, all pertinent specifications, prices, and fulfillment lead times. As a user responds to on-line questions about a product, WebSource Configurator, much like a good sales consultant, is already adapting and preparing the next set of questions to specify the product. At the end of the process, the product can be placed in a shopping cart for easy purchase.
For example, during a typical product selection process to purchase a speed boat, WebSource Configurator poses a series of questions about boat size, seating arrangement, color, upholstery, engine size, and optional accessories. Answers to the questions are matched against product availability. Certain boat sizes, for example, might limit engine size and seating arrangements.
Boat color and upholstery are also often coordinated. WebSource Configurator permits only a properly configured boat order to move forward in real time as the specification process is underway. There are no surprises for the specifier when, at the end of a WebSource Configurator session, a correctly customized boat is ready for purchase. WebSource Configurator helps manufacturers achieve greater sales success by using multiple sales channels including e-commerce, and overcoming the obstacles of increasing product complexity and longer sales cycles.
Many products are inherently complex, not only to install and use, but also to specify and purchase. WebSource Configurator helps users evaluate and choose from a broad range of base models, options, and accessories to identify the best solutions to meet their needs. The frequent introduction of new technologies, products, and features makes the sales process more difficult - resulting in longer and highly challenging sales cycles. Customers often require more time to research and evaluate their options before purchasing. In addition, sales representatives must work harder to understand a customer’s needs - often times consulting with product experts - prior to identifying and recommending the best solution. WebSource Configurator provides instant access to product and pricing information 24/7, enabling customers to evaluate alternatives more quickly. Customized quotes and proposals can be prepared easily and efficiently.
Successful selling strategies today generally require the use of multiple sales channels. WebSource Configurator presents information in the exact same way to all sales sales channels – ensuring customers are given precise information for decision making in a consistent manner. WebSource CPQ Order Management WebSource CPQ streamlines the entire order management process, allowing your sales people, channel partners, and customers to select the right products based on customer needs and seamlessly convert those products to orders with a click of a button.
Webcom, Inc., a leader in simplified quote-to-order enablement for the selling of complex products and services, is pleased to announce that SoundTree has implemented the Webcom WebSource CPQ solution to help automate, simplify, and accelerate its quote-to-order process. Specifically, SoundTree will use Webcom’s SaaS (Software-as-a-Solution) model to help their sales teams generate quotes, manage complex product configurations, and generate proposals.
Webcom, Inc., the leader in simplifying the complex, today announced the release R5 of ResponsAbility, Webcom’s latest offering addressing the case management and workflow processing areas. ResponsAbility is designed to speed “time-to-resolution”, eliminate unnecessary time delays and improve overall communications and productivity through improved transparency and collaboration. The leader in simplicity, agility and efficiency, Webcom, Inc. provides software solutions that streamline selling of ALL types of products and services. Requiring only a browser, WebSource CPQ allows you to quickly configure, price, quote, propose and sell your offerings, anytime, anywhere. WebSource CPQ can be used for simple product and service catalog with search and selection capabilities all the way to more sophisticated guided selling, proposal generation and multi-level channel management tasks associated with sales configurators. Proposal and Quotation - WebSource CPQ is used to accurately and efficiently generate quotes and proposals.
Find out if WebSource CPQ is the right quotation software for your organization. Product Configuration - WebSource CPQ sales configurator functionality can help shrink the inquiry-to-order process by weeks and increase quote accuracy by up to 70%.
Find out if WebSource CPQ is the right product configurator for your ogranization. Online Catalog - WebSource CPQ product catalog is used to selectively publish your product and pricing information online or for internal use.
Find out if WebSource CPQ is the right product catalog for your organization. Order Management - WebSource CPQ Order Management capabilities streamline the entire quote to order process.
Find out if WebSource CPQ order management functionality is the right fit for your organization. WebSource CPQ sales configurator can help shrink the inquiry-to-order process by weeks and increase quote and order accuracy. WebSource CPQ product configuration capabilities are a good fit for your organization if you have one or more of the following challenges.
This chapter briefly describes application purpose and functionalities. Following particular chapters will describe details. Application presents configurable process workflow system. Item that goes through workflow is called case. During its lifecycle users can do various actions on case changing its state. It can be defined various types of case. For every case type it can be defined set of fields that cases of that type should have. Also, it can be defined set of forms for case type.
Form is set of sorted fields. Some of user actions on case available in the system are: Create case – Creates case of specific type Edit case – Updates case fields Add comment – Adds comment to case Attach file – Attaches file to case View status history – Views cases status changes through the history Etc. Every action screen can be customized to contain some case fields or forms. System has two roles: administrator and regular user. Main administrator’s responsibility is to model cases and process workflow. Users in the system are disposed within the departments. Departments are disposed within companies. Every user is associated with user type property. This property and department that user belongs to determine actions that he can do on the case in the system.
Administrator’s Features: Administrator is responsible to set up the system. He should set system’s case types, its fields and case workflow. Also, his responsibility is to manage with users, user types, permissions, departments and companies defined in the system.
Administration Layout: This chapter gives description of administrator’s home page layout. It also gives a brief description of the navigation menu and administrator’s accessible features. After administrator successful logins, WPM administrator’s home page will be displayed. This page consists of two parts. The navigation menu is located on the left. The most important information is displayed on the right. Depending of the selected menu link right side will change its content to display appropriate page.
Every menu item corresponds with some feature group. The following sections will list all menu items and give brief description of the features accessible through that menu items.
Case Types: This menu item is related to case type management. It enables user to access the following application features:
It enables user to access the following application features: Edit application parameters Companies This menu item is related to company management. It enables user to access the following application features: View defined companies Add new company Edit company In the right side of the home page header there is log off link. This link logs out user from the system and ends its session. It is recommended that user perform log off action when the work is done. Closing the browser will delay the resource cleanup until the session timeout occurs.
Administrator Authentication: To login to the WPM application as administrator the user is required to provide a username and password at administrator login page After a successful authentication, the administrator is presented with the home page.
User Type Management: This feature can be reached selecting User Type menu item. Administrator will be prompted with user type list and form for adding new user type. User type can be deleted selecting Del link for appropriate user type.
Transition actions on case in the system are depended on user type and department that he belongs. For example, it could be allowed to user types of some department that can execute attach file action on some case type and for other user types that action could be forbidden.
User Management: This module provides a set of functionalities related to user management. It can be reached by User menu item. Administrator can access and view system user list. By default all system users are displayed. Administrator can filter out users from particular department. To filter out users please select department from dropdown box. To add new system user there is link bellow the user list that should be followed. Administrator will be prompted with new user form. Required fields are marked with an asterisk sign. Department and user type property should be specified for all users. There is possibility to give to user an administrator role selecting “Yes” in Administrator dropdown box. User can be set as active or inactive by last drop down box. Only active users can login to system. To edit user info click on username in the user list. You will be prompted with edit user form. Delete of user can be performed by selecting Del link in the last column in the user list table.
Company Management: Following Companies link on menu administrator can list companies defined in the system. Bellow the company list there is button for defining new company. To edit company information just click on company number in the company list.
Department Management: By click on Departments link in the menu, administrator can list departments defined in the system. On the right side there is form for adding new department. To edit department information just click on department name in the list. It is possible to define department gatekeeper. Gatekeeper is some kind of privileged user. He would be noticed by email with relevant information about the cases that his department owns or is responsible for. Company that department belongs to should be defined too. Note: It is suggested that department contains company name in its name. For example, department could be named as “Grayhill – Marketing” (format: “company name – department name”).
This is useful when defining workflow, because workflow is department dependent and if you do not include company name in department name, you can not be sure of which company’s department is specified. Also, there could be same department name in different companies. Permission Management Process Visibility menu item leads to permission management. Permissions determine case visibility.
For example, it could be set that users from different departments can’t see cases initiated by another one. Click on “Add New Permission” link leads to page for creating new permission(s). You create permission for certain case type. There is possibility to choose permission for user types of some departments. Permissions are: Permission Description Assignee User can see case if he is assign to it. Department All cases that are responsibility of user’s department or that are assigned to his department.
My Initiated Cases User can see cases initiated by himself. Initiated By My Department He can see cases initiated by his department.
Cases in the system are always in some state. He can add new case status, edit existed one or delete it.
Application Parameters: Management Application params menu item leads to application parameters management. Administrator has possibility to change some system parameters. Parameters are listed bellow.
Process Workflow Management: To reach this feature administrator should choose Status Relations menu item. Cases in the system go through workflow. There are transient actions that lead case from state to state forward. This feature group serves to define those transient actions. Above the matrix you can select case type for which you want to manage workflow and click “Submit” button. In the frame of matrix there are possible statuses for case. Case states defined on the example are: Initiated, Proceeding, Evolution, Resolved and Closed. Home Action is specific status. Actions set for this state should be visible on user home page. (Create action should be set in this state for user type that should be able to initiate cases.) First column in the matrix represents starting status and first row ending status. (Y – Axis of cell determines start state and X – axis determines end state of case.) Click on “add” link inside cell leads to page for defining action that transit case from Y – axis state to X – axis state. Action definition page On top of the page you can see action transition (START and END STATUS).
In “Action Execution Privileges” part you can choose user types of departments that could execute this action. Initiator has Access checkbox determines if user who created case can access action. Also there are check boxes to choose user types that should be able to select next assignee and users for email notification. (Next assignee – Case should be assigned to this user) In “After action responsibility” part it is able to choose department’s user types that should be responsible after action is being executed. “Notification List” serves to choose which users should be notified when action is executed. To define action screen there is Action Screen Definition link in the upper right corner. After click on this link popup window will appear for defining action screen. There is list of forms in the upper left corner.
Those forms are defined for case type which transient action we are defining. In the upper right, there is list of fields defined for case type whose transient action we are defining. Bellow this lists there is action screen area for defining action. To put some field or form to screen, you can drag it and drop to action screen area. These items, on the screen area, are sortable. User can drag item above or bellow of some other. To remove some item from the screen area just drag it and drop it in the area bellow (red colored area). For case fields it is possible to select is it going to be required field for this screen (Required checkbox). Also, there are two dropdown boxes associated to case field. First box is intended to select field read permission and second box is for write permission. Permissions determinate user’s read and write access on specific screen field. Some user should be possible to see this field some not, or some user could be able to enter field value and some user not. In the table bellow you can see various permission types. Sign Permission Description R Read of field is possible. W Write of field is possible. R(G) Read of field is possible if my group is responsible for this case. W(G) Write of field is possible if my group is responsible for this case.
When user defines screen for transient action ho should click Save Screen button. This will close popup window and brings him back to action definition page. If user was defining new transient action he clicks Submit button to save its definition. Or if he was editing transient action he is prompted with two buttons Submit to update definition and Delete to delete transient action.
Case Management: To reach this feature group there is Case Type menu item.
Administrator will be prompted with list of case types defined in the system. On the right side there is form for adding new case type. To edit case type name and/or description user should click on case type name in the list. Case type definition page can be reached by View link in the case type list. On the upper left side there is list of fields defined for selected case type. Above the list there is navigation links, for moving through field list. On the upper right there is add/update field form. Above the field list there is list of case type’s forms. Field Management User can edit some field by clicking on EDIT link. After selecting field, right form will be populated with info of chosen field. There are various types for fields supported by the system: String, Integer, Text, Radio Box, Check Box, Option Box and Multiple Option Box. Case type’s field has following properties:
Property Description Name: Name of field. It is not visible to regular user. Serve to administrator to manipulate with field easier. Label Field’s label. It is label that is visible to regular user. It should better describe case field to regular user so he is clear what he should enter for field or choose. Type Field’s type. It can be String, Integer, Text, Radio Box, Check Box, Option Box and Multiple Option Box.
Predefined Values Field defined as Radio Box, Check Box, Option Box or Multiple Option Box has this property. It defines values that regular user can choose as field value or values. Length Field defined as String or Integer has this property. It defines character length for its value. Default Value As previous this property exists for String or Integer type. It defines default value for field value. Field that have predefined value property will have Customize button on its form. This button leads to predefined value definition page. This page will be opened in a popup window. In the upper left there is predefined values list. To add some predefined value user should enter value in the Value box and click on Add button. Type of field can be select too on this page by dropdown box. Bellow there is preview area, so user can see how this field with its label will look to regular user. List of predefined values are sortable list. User can drag an item and drop it above or bellow the other item that presents predefined value. There is option to edit predefined value by double click on an item that represents predefined value. When user defines predefined values and sorts them he can close this popup window by Close button on the bottom of the page.
This will bring user back to field form. User can add this as new field, update existing field or delete it. Add new field action is like edit procedure described above.
Form Management: Form is set of field. Administrator can group some fields together into a set and define form. This form he can use for defining screen for transient action. Regular user will see this form as group of field. Fields from one form will be put together inside form panel on regular user side. Above the field list there is form list.
To define new form user should click New Form link. This will open form for defining new form. User can pick some field from the list above and drag and drop it to light area on the new form. This will add field to new form. Fields in this form are sortable. Administrator can sort fields by picking one and drag it bellow or above another one. To remove some field just pick it up and drag it to recycle bin where you then drop it. There are two dropdown boxes associated with added field and one check box. With dropdown boxes administrator can specify access permissions for field. Check box determines if this field is required on this form.
Required field, later, must be populated by regular user. When defining form is finished click on Create button will save form. Editing of form is similar like previous one. Click on form name you want to edit and manipulate with fields in it. There are two different buttons Update (updates form definition) and Delete (deletes form definition). All draggable items have move mouse cursor above them. Regular User’s Features Users in the system are defined by administrator. They are doing action on case that causes it move forward through its workflow. There are several actions that user perform on case: Initiate new case, Edit case properties, Add comment on case, Attach file to case, Assign case.
There are few more action that user can perform to easier find desired case. User Authentication: To login to the WPM application as regular the user is required to provide a username and password at user login page After a successful authentication, the user is presented with the home page.
View cases: On the home page user can review cases that are assigned to him or user has permission to see. Here he can search cases by its statuses (using checkboxes) or permission (dropdown box) and Refresh button.
Click on case id lead to header page. Initiate new case From the home page, users that have permission to initiate new case will have dropdown box to select case type and button Initiate New Case. Clicking on this button case form will be displayed. All fields marked with asterisk are required. After click on Submit button case will be made. Header page Header page contain following sections: On the left there are case info, entered at the time of initiation On the bottom of the right side there is Problem section. It contains description entered at the time of initiation. (Example: description of the enhancement request) On the top of the right side there is Available Workflow Actions section. This section contains list of available actions that user can execute on this viewed case.
Between last two sections there is Comments section. This section contains comment related to this case entered by users.
Comments: Comments action leads to form for adding comment to form. This comment will be visible on header page to all users that have access to
Add comment action: Attachments: Attachment action leads to attachment page. Here user can see all files attached to specified case. Following link Attach a file user will be prompted with upload file form so he can choose and upload file to case. Click on Download link user will be prompted to choose where he wants to download selected file.
Assign To: assign case to another user, you should execute this action. User can see here current status of the case and comments. He can add some comment and select next assign user. To select users that should be notified about this action he does this in notification section. User can attach file(s) to this email in attach section.
Analysis: Analysis action leads to analysis page. On the top of the page there are properties entered at the time of initiation, bellow is analysis form that can be saved for specified case. This action should be set with execution privileges only for internal users. This way specific case properties that this action set to case will stay internally, inside our company.