Integrity Office - Business Solutions

Business Solutions - Opera II Accounting, Finance and ERP

Impressive Functionality

Whether it's Multi-company, Multi-currency, Multi-warehouses or Multi-dimensional Nominal, Opera II provides all the functionality a progressive business requires. This includes eCommerce Web Trading, comprehensive security facilities, VAT 100 Reporting, Cash Management facilities, Budgeting, Price Lists, Discount Matrix, Real Time Updates, Nominal Consolidation and definable Management Reports. Opera II is also e-mail and Internet enabled, so statements, remittances, sales/purchase documents and reports can be E-mailed to customers, suppliers or employees.

Sophisticated and Flexible Analysis

The facilities within the Nominal Ledger can easily adapt to the analytical requirements of a business. Multiple dimensions make it easy to analyse key information, such as expenses or revenues, by Nominal Account, Cost Centre, Department or Project. Nominal Budgets can be specified at account level and at dimension level. The financial position is always available and can be analysed and interrogated using the highly configurable and user definable dynamic view screens.

Sophisticated Financial Reporting

Opera II provides extensive financial reporting facilities including an eXcel Reporting Layer (XRL). It is an intuitive addition to the capabilities of Microsoft Excel and provides powerful and adaptable access to the information held within Opera II. With its flexibility, ease of use and advanced drilldown capabilities, Opera II XRL delivers fast and accurate information to provide enhanced analytical power, which assists and simplifies even the most complex decision-making process. Purpose-built functions allow dynamic access to data from the Opera II modules to populate Excel worksheets. Alternatively, data can be populated into a data cube to allow multi dimensional analysis to be performed. Information such as Nominal Ledger budgets can be manipulated in Excel and can be automatically written back into Opera II to save time and effort.

Order Fulfilment, Inventory and Manufacturing

Fulfilling orders and keeping stock levels to an optimum and manufacturing costs to a minimum whilst maintaining the highest levels of customer satisfaction, are key objectives for any successful business. Opera II simplifies the most complex of order processing and manufacturing requirements; whether it's order entry, traceability, back to back processing, allocation of stock or assembly kitting, Opera II delivers all this and much more.

Opera II Payroll

Pegasus Opera II Payroll module is the ideal Payroll solution for small to medium-sized businesses. It has been designed to ensure that complicated Payroll procedures are simplified and performed automatically. Payroll is available as a standalone module or combines with the other modules available for Opera II. The Payroll module also links to the Personnel and P11D modules available as part of the Opera II business and accounting solution from Pegasus.

Business Intelligence XRL

XRL is an intuitive addition to the capabilities of Microsoft Excel. It provides powerful and flexible access to the financial information held in Pegasus Opera II. With its flexibility, ease of use and drilldown capabilities, XRL delivers fast and accurate information, providing enhanced analytical power, assisting your decision-making process.

Key features
• XRL Wizard will help you import data into Excel by the areas you are interested in
• Secure user rights protect sensitive data and give access to relevant personnel
• XRL data can be extracted straight out of the finance system – eliminating input errors common in manual spreadsheet use
• Produce valuable and detailed analysis using XRL’s powerful reporting tools
• Drill down into chosen fields in Excel quickly to interrogate any business transactions
• The easy to use Data Send facility in XRL allows you to take information which has been prepared in Excel and load it directly into the accounts system
• The XRL link is live, so you will always be working with up-to-date information

Benefits
• Significant time savings over manual entry
• Accuracy of data transfer ensures accurate results
• Powerful analytical tools provide better and quicker results to act upon
• The dynamic link between the accounts system and Excel can provide instant management information so that decisions can be made when they need to be
• Powerful reporting tools can present data in graphical form so that it's easier to understand
• Reports can be published to the web (using the optional Executive modules) so that information can be retrieved from anywhere at any time

Business Intelligence Executive Dashboard

In today’s competitive business environment organisations need access to their business data in a format that will assist in making the right decisions, manage performance and drive results. Pegasus Executive Dashboards provides a visual representation of key business information in real time through a wide range of user selected formats with powerful drill down to the underlying data. This allows staff, managers and executives to easily identify trends and issues and take immediate action.

Key features
• Visually stunning presentation of data using a broad range of graphical styles of your choosing
• Real time integration with Opera II data producing up to the minute financial and business information
• Accessed using a standard web browser so remote users can gain access to key information
• Uses Opera II standard security setting to restrict and grant access
• Set up individual dashboards for each user
• Drill down to underlying data from graphs and charts
• Further drill down to the document image
• 25+ dashboards to choose from

The benefits of Executive Dashboard
• Each operator can see the financial position of their own area
• Remote workers can still access company financials from their location
• Visual presentations allow easy identification of any issues that require attention
• Only people with the correct security access can see their dashboards
• If more in depth financial information is required, operators can drill into the original figures
• The position of your company is always up to the minute so decision making is quick and effective

Document Management

Information is vital to any business. It's how you manage it that makes the difference. Document Management System (DMS) for Opera II captures all your essential documents and stores them electronically, for instant access. The final transition to a paperless office is now a reality. DMS integrates seamlessly with Opera II and will drive significant cost and time savings to any organisation.
A complete image-capturing and file management system, DMS allows for a full representation of key business information, from general correspondence to sales orders, supplier documentation including delivery notes, invoices and credit notes, job costing paperwork, such as timesheets and requisitions, and many other types of information. You'll never lose paperwork again. Document Management has five primary functions: Capture, Retrieval, Archive, Free Text, and Reporting

Key features
• Manual or barcode indexing
• Capture, indexing and archiving of e-mails and attachments and existing electronic files
• All transactions are tracked, with full audit ability from individual files to system level
• Reporting by date or user range through saving on staff travel for important meetings
• Full user/department security to single image level
• Name, description & image encryption

The benefits of Pegasus Document
Management System
• Eliminate the threat of losing files and paperwork
• Maintain a central record of relevant files
• Improve access to files and documents for efficiency and effectiveness
• Meet legislative and other data storage requirements
• Make better use of office space by reducing file storage space
• Improved customer care
• Easy to use with user configurable screens and the interface familiar with the Windows look and feel

Sales Pipeline Management

Sales Pipeline Management provides the tools and information you and your team need to win new business and manage existing customer relationships. It is a fully integrated module of Opera II that gives you clear visibility into all stages of the sales process. From the first point of contact, you can manage prospects, convert them to customers, manage the customer relationship, report on their profitability and increase your business potential with them, all from one solution.

Key features

• Integrates fully with your existing Pegasus Financials and Supply Chain Management software
• Manage the complete business cycle from initial prospect, conversion to a customer and manage and report on their profitability
• Build a realistic pipeline of business potential
• Manage contacts - maintain company details, individual contacts, with optional link to Outlook for calendar/contact management
• Record activity - retain notes, history, track sales opportunities, generate quotations
• Report on sales opportunities, sales forecasting analysis and activity reporting
The benefits of Sales Pipeline Management
• Fully integrated module for Pegasus Opera II eliminating the need to maintain data on several systems
• Maintain company details: single point of entry for new prospects and existing customers/suppliers can be cross-referenced from the Sales/Purchase ledgers
• Maintain unlimited contact details (including site addresses) within a company
• New contacts can automatically update your Microsoft® Outlook address book
• User-definable fields and look-ups for Contact, Company and Opportunity forms
• Send e-mail/e-shots and import incoming e-mail from Microsoft® Outlook 2003
• Record notes and history against a contact
• History is automatically updated by activities that take place such as letters and mailshots
• Record and track sales opportunities against a contact
• Quotations can be generated for a customer or prospect and associated with a sales opportunity
• Book appointments with a contact. These can be added automatically to your Outlook diary and recorded against the contact’s history.
• Send e-mails via Microsoft® Outlook for a contact or group
• Generate mail shots (using Microsoft® Word) for lists of contacts/groups
• Convert prospect/quotation details to live customer/sales orders
• Sales funnel report
• Sales forecasting reports, adjusted for probability. Analysis of sales by status/user/contact/company for a given date range
• Activity Reports, including time-based reports
• Customers and suppliers: import or update existing records from the Opera II Sales/Purchase Ledgers

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