Presenting the Future of Jonas 12.4

Report
Presenting the Future of Jonas
12.4
Presenter: Orton Baker
Agenda
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12.3 Results
Development Methodology
The Future
12.4 Considerations
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Service
Job Cost
Accounting/Inventory
Payroll
Core Product Enhancements
Digio/E-Digio
Portals/Mobile
Jonas Application Interface
Advanced Reporting Tools
12.3 Results
 Most prolific year to date
– Dispatch Scheduler
– E-Mobile
– E-Digio
– Improved Counter Sales
– Jonas Contacts
– Project Management improvements
Development Methodology
 Why add a specific feature/change
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Government Regulations
Advancing Technology
Advancing the Product
Your Ideas !!
200 Enhancements in 2012
 Communications
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Focus Groups
Product Launch Webinars
Internal Help
Quarterly “Development Edge” Newsletter
Development Methodology
Product
Specifications
• Client Feedback
• Associations
• Competition
Rollout
• Beta Clients
• Production
Focus Groups
• Internal
• Clients
The Future
Data Mart
Business
Intelligence
Dispatch
Scheduler
Jonas Core
Mobile
E-Service
E-Routing
E-Timesheet
Digio
Document
Management
Service
 Dispatch Scheduler
– Add more reporting/inquiries
– Additional Filters and Security for views
 Prepare Billing, Quote and Projection screens
– Redesign “look and feel”
– Add additional details … use entire screen
– Streamline processing
 Improve Tasking and Checklists
 Add NEW Contacts to Work Orders
Job Cost
 Project Management
– Daily Logs/LEMS
– Upload, View and Attach documents to Digio from job
documents
 Construction Management
– Add the ability to use labour premium rates for
earnings codes E81 to E99 and non-taxable earnings
codes such as N03-N09 (i.e. travel and
accommodation costs)
– Include ability to add labor entry in edit billings
– Automatically bring in all occupations/trades
– Improved integration with progress billing
– Enhanced User Interface (Functionality/Performance)
Job Cost
 NEW Job Scheduler
– Create and manage your project schedule
from start to finish
– Track job scheduling by Phase Code/Cost
Code, Dates, Trades/Employees
– Ability to have work orders and jobs on same
scheduler
– Can work in conjunction with existing
scheduler or on its own (for Job Cost only
clients)
Accounting/Inventory
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Inventory Search Improvements
Trade Services Improved Integration
A/P & A/R Aged Report Improvements
Add A/P, Inventory Report Generators to
Silent Partner
 Jonas Contacts - Add to Suppliers & PO's
 Increase Accounts Payable Invoice length
Payroll
 Large focus on ensuring all relevant functionality
exists in both US and Canadian Payroll
 Add features to Check Designer to allow more
flexibility
 Store tax year for each pay period when the pay is
updated and have this show on each detail in the
print payment history report
 When adding a new union - after you click OK the
program will leave you on the last union code you
setup (ease of setup of multiple unions)
 Add ability to enter amounts greater than 99,999
(for bonuses etc.) in Other Earnings & Deductions
entry screen and New Combined Time Entry screen
Core Product Enhancements
 Design Your Own Form
– Improved help
– Additional Fields across modules
 Spell Check
– Add to Work Order and other places as requested
 Improve Report Generator security across
modules
 Add more items to User Event Log, Edit Logs
 Standardize how dates go through Smartviewer to
excel to be ‘excel friendly’ across standard reports
 Intuitive user friendly menu Interface
Digio/E-Digio
 Add approval processes
– Jonas Billing
– E-Timesheets expenses
 Tie Purchase Order and A/P Checks and
Invoices as related documents
automatically
 Add ability to capture and store digital
signature
Portals / Mobile
 Redesign E-Service
– Modern “look and feel”
– Improved Jonas Core Integration
 E-Mobile
– Add DYOF for forms
– Add ability to invoice and to accept payments
– Tie into credit card processor
 E-Timesheet
– Ability to submit expenses, tied to Digio approval
process
Jonas Application Interface
 Jonas API to allow updating/retrieving of
data from other products as required
– GPS Providers
– Adding Job, Job Details
– Adding Work, Work Order Details
– Add Clients, Suppliers
– Retrieving Billing Information
– Tie to CRM systems such as Salesforce
Advanced Reporting
 Additional Complex data added to Jonas Report
Generators that can be exported to Excel
 Additional Pre-Built Power Pivot Dashboard
Templates to work with DataMart
 Advanced Graphical KPI’s within Jonas and ability
to use Business Intelligence Software
Microstrategy
 Focus Groups with Key Clients to define needed
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Templates
Fields
Dashboards
Metrics and KPI’s

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