collaborating closely with caterpillar > - · pdf filethe adms support newsletter provides...

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The ADMS Support Newsletter provides timely and relevant information to our Caterpillar Dealer customers related to the DBSi/ DBS foundational product. We plan to inform you every other month about key product changes, joint efforts with Caterpillar related to product support and beyond, Customer Care initiatives, and more. Collaborating Closely With Caterpillar > Issue 6 // Oct 2014 How we are Handling New Promotion Codes from Caterpillar for PartStore Sales Caterpillar has decided to create some promotional codes discounts to help dealers expand their PartStore presence. At the same time, Caterpillar has decided to reimburse the dealers for these discounts. Caterpillar PCS group will create a 12 character program ID specifically for promo code. This 12 character program ID will be distributed to the dealers. The dealer created promo code will have the 12 character program ID assigned as a cross reference. Once the order is created, DBS will pickoff the part information, assign the 12 character program ID and transmit the data to Caterpillar as a parts marketing warranty claim. From there, Caterpillar will distribute the dollar amounts to the dealer thru a warranty settlement . The process will use the existing DBS Parts Marketing pickoff/transmission/settlement process. Standalone SIS Integrator Replacement from Accenture Caterpillar has announced that it will retire the Stand Alone SIS Integrator on December 31, 2014. The Stand Alone SIS Integrator enables dealership personnel to build a parts list in SIS that can be brought into a DBS/DBSi Parts or Work Order document automatically. Caterpillar has recommended using the existing integration between SIS and Part Store instead once it is retired. Accenture has developed its own integration solution for DBS/DBSi dealers by utilizing the SIS-XML Parts List API. The Accenture SIS Integrator will replace the soon-to-be-retired standalone SIS Integrator. The Accenture SIS Integrator will contain all of the current functionality as the standalone SIS Integrator with minimum changes in the process. The Accenture SIS Integrator is now available. Please contact the ADMS Support Center ([email protected]) with any questions. Accenture to Provide Technology-Enabled Services and Solutions for Caterpillar (Press Release — August 11, 2014) Caterpillar Inc., the world’s leading manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives, and Accenture announced an agreement through which Caterpillar will use telematics to enable advanced connected equipment services for its industry segments and customers. The agreement demonstrates the ongoing commitment of Accenture to use leading-edge technologies to improve productivity and transform the businesses of its customers. This work builds on a relationship between Caterpillar and Accenture that spans more than 25 years. “We are proud to be working with Caterpillar to develop substantial new capabilities that will help the company achieve its vision,” said Brian May, managing director, Accenture, and global client account lead for Caterpillar.

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The ADMS Support Newsletter provides timely and relevant information to our Caterpillar Dealer customers related to the DBSi/DBS foundational product. We plan to inform you every other month about key product changes, joint efforts with Caterpillar related to product support and beyond, Customer Care initiatives, and more.

Collaborating Closely With Caterpillar >

Issue 6 // Oct 2014

How we are Handling New Promotion Codes from Caterpillar for PartStore Sales

Caterpillar has decided to create some promotional codes discounts to help dealers expand their PartStore presence. At the

same time, Caterpillar has decided to reimburse the dealers for these discounts. Caterpillar PCS group will create a 12

character program ID specifically for promo code. This 12 character program ID will be distributed to the dealers. The dealer

created promo code will have the 12 character program ID assigned as a cross reference. Once the order is created, DBS will

pickoff the part information, assign the 12 character program ID and transmit the data to Caterpillar as a parts marketing

warranty claim. From there, Caterpillar will distribute the dollar amounts to the dealer thru a warranty settlement . The process

will use the existing DBS Parts Marketing pickoff/transmission/settlement process.

Standalone SIS Integrator Replacement from Accenture

Caterpillar has announced that it will retire the Stand Alone SIS Integrator on December 31, 2014. The Stand Alone SIS

Integrator enables dealership personnel to build a parts list in SIS that can be brought into a DBS/DBSi Parts or Work Order

document automatically. Caterpillar has recommended using the existing integration between SIS and Part Store instead once it

is retired.

Accenture has developed its own integration solution for DBS/DBSi dealers by utilizing the SIS-XML Parts List API. The

Accenture SIS Integrator will replace the soon-to-be-retired standalone SIS Integrator. The Accenture SIS Integrator will contain

all of the current functionality as the standalone SIS Integrator with minimum changes in the process.

The Accenture SIS Integrator is now available.

Please contact the ADMS Support Center ([email protected]) with any questions.

Accenture to Provide Technology-Enabled Services and Solutions for Caterpillar

(Press Release — August 11, 2014)

Caterpillar Inc., the world’s leading manufacturer of construction and mining equipment, diesel and natural gas engines,

industrial gas turbines and diesel-electric locomotives, and Accenture announced an agreement through which Caterpillar will

use telematics to enable advanced connected equipment services for its industry segments and customers.

The agreement demonstrates the ongoing commitment of Accenture to use leading-edge technologies to improve productivity

and transform the businesses of its customers.

This work builds on a relationship between Caterpillar and Accenture that spans more than 25 years.

“We are proud to be working with Caterpillar to develop substantial new capabilities that will help the company achieve its

vision,” said Brian May, managing director, Accenture, and global client account lead for Caterpillar.

Other Accenture Business Services >

Issue 6 // Oct 2014

User Groups >

Current Webinar Schedule — Manila

Parts Service EMS Technical Finance

Upcoming

Topic

Planned fixes,

enhancements, and

changes

Planned fixes,

enhancements, and

changes

Planned fixes,

enhancements, and

changes

TBD

Planned fixes,

enhancements, and

changes

January 29 January 27 January 15 January 20 January 22

Current Webinar Schedule — Peoria

Parts Service EMS Finance Technical

Upcoming

Topic

Planned fixes,

enhancements, and

changes

Planned fixes,

enhancements, and

changes

Planned fixes,

enhancements, and

changes

Planned fixes,

enhancements, and

changes

Reducing Backup

Times & Increasing

Availability

Q1 2015 Q1 2015 Q1 2015 Q1 2015 December 17

Additional Changes In the Pipeline

MCFA Mailbox: MCFA (Mitsubishi CAT Forklift in Americas region) is requesting their Forklift dealers switch from CAT

Mailbox to DealerNet mailbox. After initial discussions with a couple MCF dealers, Accenture developed a solution, and

deployment to requested MCF dealers is in-progress. Please reach out to your Support Manager if you are interested in the

Accenture developed solution.

New PCS Program retrieval functionality: Caterpillar is providing a web service to allow the electronic download of

Parts Marketing Programs (OIL letters). Accenture is currently developing the interface to download from new web service into

DBS.

PCS Claims: Caterpillar is planning to retire PCS Claims Mailbox by end of December 2015 and will provide a web

service as an alternate solution. Accenture is currently developing the interface to access the web service and replace the

current mailbox functionality.

Previously Mailbox functionality was not available to EAME and APD dealers. Both new interfaces will be available to dealers in

NACD, EAME, and APD regions.

Sterling Mailbox: Caterpillar is offering Sterling Integrator Mailbox, an alternate solution to CMS (for DBS) and CEMS

(for Non-DBS systems) Mailbox. Accenture is working closely with Caterpillar to develop a solution for DBS and subsequent

pilot. This enhancement will be included in future DBSi/DBS ASPs.

Collaborating Closely With Caterpillar >

Foundational Product Upgrades

Accenture offers DBS 2.3.4 dealers an upgrade path to DBSi 5.0 with the latest version of CODA Finance. This version of CODA

Finance can be run on either an IBM i or Wintel platform. We provide the necessary upgrade tools and required integrations

while working closely with your dealership to maintain flexibility with your other business priorities.

Additionally, we are working with the following dealers in their upgrade journey to DBSi 5.0:

Dealership Current Status Targeted Go-Live Date

Louisiana Machinery UAT Q4 2014

Cashman Pre-Planning TBD

Other Accenture Business Services >

Issue 6 // Oct 2014

DBSi/DBS Test Environment Refresh

Keeping your test environment refreshed periodically with data from production helps that environment be more effective when

testing new fixes or enhancements, implementing new products, providing training, etc. However, this doesn’t come without risk

and making sure you know all the processes that need to be followed is critical to avoiding impact to your production business

adversely.

This is why Accenture has chosen to provide test environment refresh services over the years instead of selling a tool that you

can execute on your own. We have automated tools that we use through the refresh process but also a detailed checklist that is

followed to ensure things are configured properly. We think that a combination of both tools and processes executed by a

trusted partner that has done this thousands of times over the years presents the highest benefit and lowest risk to your

business. You can use your customer care credit days and Accenture can provide these services to you at NO COST. Hosted

and RMS dealers already receive these services at no additional cost.

So before you look at tools that could be purchased to help refresh your environment, take a minute to think through the above,

and as always, reach out to us for further details as needed.

If you are interested in learning more about any of the above services or want to talk about something not

mentioned already, please reach out to Matt Ulrich ([email protected]) for more information.

Technical / Hosting in the Accenture Data Center

Carolina CTE went live in the Accenture Data Center the weekend of September 20th. They are running DBSi 5.0 with

SAP Finance. As part of their transition into our Data Center, we upgraded them from V5R4 to IBM i7.1 and implemented

POWERHA capabilities for Disaster Recovery.

Carolina and Cashman get current on DBS 2.3.4 and DBSi 5.0 code: When Carolina and Cashman joined Accenture

support earlier this year, one of the drivers for the change was getting current on DBS/DBSi code. They realized that over time,

their core DMS contained many customizations and was moving further and further away from what other Caterpillar Dealers

were running. They weren’t able to take advantage of the 5+ years of fixes and enhancements that had been put into the

product by Accenture since 2009. Working with our Accenture support teams, both Dealers are now current on DBS/i code

including all the Accenture/Caterpillar interfaces. The number of customizations that each Dealer must maintain has been

reduced, as many of these are included in the core DBS/i code base.

V7R2 certification: As announced back in June, we have been working on certifying DBS 2.3.4 and DBSi 5.0 to work

with the latest version of IBM’s operating system, IBM i7.2. We recently completed that certification and will be sending a more

detailed communication with all the information you need to be prepared to upgrade. For Accenture Hosted Dealers, we define a

roll-out schedule to get you upgraded over the coming months. For those non-hosted Dealers, Accenture can provide OS

upgrade services remotely and has done so for a number of Dealers over the last few years.

Reducing Backup Times & Increasing Availability Webinar: Please join us for a very informative webinar on December

17th. The topic will be centered on reducing backup times and increasing availability using a technique we’ve successfully

implemented for a dealer where we decreased planned unavailability due to nightly batch and backups by over 40%. We’re

excited to share how you can take advantage of this technique at your Dealership and increase availability of your DMS to the

business.

Issue 6 // Oct 2014

Other Accenture Business Services >

Accessing DBS through the Internet

Accenture were asked by Finning U.K. to enable access to DBS for a small number of business partners. The intent was to

have ten to twenty people use their test and production environments, each residing on different systems. We delivered a portal

configuration that had little additional cost aside from an additional Ethernet adapter, public certificate, and a small amount of

work. The solution utilizes IBM’s “IBM i Access for the Web” product to provide browser-based access to their systems where

DBS resides. We customized the solution to meet Finning U.K.’s requests, and have the potential to deliver significant additional

functionality into the portal if desired. Several security measures were implemented to ensure that this would not become an

unauthorized entry point. Access to production has been enabled since late July.

Rueben Hackett of Finning U.K. recently sent us his feedback:

Our central purpose when setting up DBS access via the web was to enable affiliated ASSC (Authorised Sales and Service Centres)

dealers to access the FIUKI DBS environment without granting access to the FIUKI Corporate network. DBS access allows ASSC

dealers to directly record expended Parts and Labour against DBS Work Orders to facilitate CAT Warranty claims. FIUKI is expected

to benefit from reduced administrative overheads as ASSC dealers can now process CAT warranty claims directly. These claims

were previously called in by ASSC for entry into DBS by a FIUKI Warranty Administrator.

Accenture has been very helpful throughout the implementation process, providing information and support as necessary via email

and conference calls. Following the implementation of DBS web access, ASSC dealers enjoy faster response times and increased

visibility of CAT warranty claims as they’re now able to submit and track directly. Both parties expect to benefit from reduced levels of

SWIP (Service Work-In-Progress) and more rapid turnaround of customer repairs.

Other Accenture Business Services >

The Latest Caterpillar Changes

The list below is a forward and backward look of Caterpillar required changes made over the last few months and the changes

we are anticipating from Caterpillar over the next few months.

June, July, August 2014:

Cat Used Web Service Enhancement – Retirement of old integration July 2014

CGMPP (CAT Global Mining Parts & Price) file Change – August 1, 2014

October, November, December 2014:

Packed Field interface layouts to non-packed layouts

SPM-CRM Claims & Returns

SPM - CRM Billing and EWM

August 2014 and October 2014 ASP Now Available

August 2014 (DBS 2.3.4) ASP

Key Projects

October 2014 (DBSi 5.0) ASP

Key Projects

CCPA and Dealer Inventory Enhancement Book Value for N(X) Transactions

Audit Trail Enhancement Available Values Expanded for Customer Class Field

Emergency Orders with Unpacked Data Enhancement PCJN5910S Updates related to CAT Global Mining

ED Filter Enhancement LU 6.2 Processing for Emergency Parts Orders

AGCO Part 1 and 3 Enhancement New jobs related to Point of Use, Dealer Hierarchy, and

Dealer Inventory Data

Warning Message in MNTSTRDTA Enhancement JMI Parts SFTP Interface

Equipment Data Delta 2 Enhancement 2 Additional Fields for SPM

Book Value Reduction Enhancement Charge Indicator Field Value Validation

CGMPP Enhancement GS Tax Type Validation

MOMP Enhancement PIPTRGL0 for GL3 Transaction Codes

ED Filter Enhancement

Expanded Credit Check Failure Messaging

Audit Trail Enhancement

EMS Transaction Register Display Enhancements

Retry Procedure Added for MOJN5700S Job

Machine Ordering System (ISA) Related Batch Jobs

Enhanced NO SKIVE Processing in DBSi

Vision Link V3 Interface Enhancements

Issue 6 // Oct 2014

Other Accenture Business Services >

How Social Media Can Help Procurement Processes Become More Productive and Efficient

Social media promises greater collaboration and information exchange among individuals and groups. Thereby improving

performance of the procurement organizations.

Such improvements fall into three categories:

Greater productivity and more efficient sourcing through

collaboration rooms. Social media enable relevant participants to

exchange information, discuss particular topics and/or address

specific concerns. This reduces the time taken to communicate as

people spend less time chasing down each other and more time

doing work or having meaningful conversations.

More robust innovation by engaging suppliers. The key to

successful change is to bring suppliers into the innovation process

as soon as possible. Social media can serve as an open platform

for change by enabling companies to manage information flow more

efficiently. This also helps collaborating partners to come close

together and jointly steer development.

Lower-risk and more accurate decision making. A procurement

professional needs to stay updated on relevant suppliers and their

offerings. With social media networks' public forums, professionals

can observe what suppliers have to say about industry issues, new

capabilities, market expansion plans and promotional offers. This

information gives procurement deeper insights about the supply

market and helps them to reduce the risk in purchasing decisions.

Accenture anticipates that all of these social media collaboration innovations will become accessible through a single point of

entry, called the Social Analytics portal. This portal will bring together traditional purchasing with social media and analytics.

To read more about this topic, and many others topics of interest, check out the link below to read the downloadable .PDF. Feel

free to share with anyone within your dealership.

http://www.accenture.com/us-en/Pages/insight-social-media-procurement-processes-productive-efficient.aspx

Issue 6 // Oct 2014

Issue 6 // Oct 2014

Dealer Spotlight >

Diana Pester from Ziegler

How long have you been at your dealership?

I began my career with Ziegler in September of 1981. I recently completed

my 33rd year at this awesome dealership.

Have you held roles other than your current role? If so, what were they?

My experience at Ziegler has primarily been focused in the service

department. I started my career as a service accountant, where two of us

prepared all of the service invoices for the organization. I have also worked

as a service technician, a service clerk in many different shop offices, a

warranty technician, a CDIS coordinator, and a warranty manager. We

implemented CDIS (now referred to as DBS, DBSi or ADMS) in 1986, and I

was part of the original team that helped Ziegler transition to this new

software.

What is your current role/responsibility and the functional area that you champion?

I am currently in the role of Product Support Systems Manager. I manage a

team of fantastic individuals that provides 2nd-level support for our parts

and service users. Our team’s primary responsibility is to provide daily support to all front-line users who have specific

system and process questions. We develop, document, implement, and monitor processes that will work across all

business units within the organization. We are also responsible for testing all new parts-and-service software before it is

added to our production environment. We provide input into what software/applications will best support the defined

process needs. Training is becoming a bigger part of the services our group provides, as well. When a new application

or process is being rolled out, we take the lead in the communication and training that is necessary to have a successful

implementation.

Highlight current, notable activities at your dealership

In 2014, Ziegler CAT is celebrating its 100th anniversary.

If you could give another dealership a piece of advice that you've learned, what would it be?

With regards to implementing new processes and software, I think that one of the most important things is to set the

proper expectation with the end users. I believe it is also a good idea to involve some key users early in the application

testing and process change definitions to help with the “buy-in” of the change. The end users often have the best input,

which, ultimately, leads to a successful roll-out.

What do you feel has made your dealership successful?

Ziegler is very customer-focused. One of the reasons Ziegler continues to grow is because it stands true to its

corporate philosophy of helping its customers to be successful. Ziegler continues to invest in the company and its people

to deliver outstanding service in the many different markets we serve.

What do you value most about your dealership?

Ziegler operates with these values in mind: Integrity, Professionalism, Commitment, Continuous Improvement, and

Customer Focus. For me, personally, I appreciate the integrity that Ziegler embodies.

Issue 6 // Oct 2014

Dealer Spotlight >

HOLT CAT Texas looks to ADMS Support for Inbound Freight Calculator and EMR Recovery Project

As cost of doing business is at an alarming and steady increase, HOLT CAT Texas commenced the idea of a new method of

counterbalancing the costs of shipping and EMR (Handling) fees that we were incurring from Caterpillar. We needed a process

that could automatically calculate EMR fees and Inbound Freight for over the Counter, Shop and PartStore transactions. We

needed a reliable process that would require minimal training effort internally and would be consistent company wide. We turned

to Accenture ADMS Support Center’s Tony Nepolello (Tier 2 Parts SME) for help to come up with a solution.

Dealer Solution Requirements:

Be able to work with Smart Sourcing

Capable of functioning and drive off the “Need by” Delivery Date on counter, shop, and PartStore transactions

Be consistent, in regards to using the same freight rate table for OTC and PartStore

Able to exempt customers from SAH by Dealer Customer Number

Contain a main switch to turn on/off document types for SAH, such as Shop, Counter, or PartStore

Counter Sale functionality was modified to calculate inbound freight for parts that are sourced from a Caterpillar facility. This

process works the same as PartStore. It will review ANTARES to determine where the parts are sourced from and calculates

the amount. When amounts are calculated, the document total screen will display showing the miscellaneous charges. A

miscellaneous line item will be created when the document has been completed. Calculations will not be performed when:

PartStore document was created in HELD status and restarted

Counter Sale document was created but placed in HELD status due to credit limit exceeded

Feedback from the project manager at HOLT CAT Texas, Narciso Zamora:

“After many days and man hours of meetings and continuous testing, successful results were more than expected.

Although, this was not an easy task, the biggest challenge was change management. Communication of this enhancement

to our internal group was key to the success of this project. This enhancement has made a huge impact on our cost of

goods sold and has increased awareness throughout our organization on the effect it can have when placing an emergency

order.

Overall, installation and documentation was very clear and to the point. Setup was relatively simple after reading the

documentation. When I did have a question about a slightly custom modification I wanted to make, the Accenture Support

team snapped into action to resolve our requests, usually making the modifications for me that day. If you are looking for a

freight enhancement that can assist you with consistency & automation, this enhancement could be your answer. “

If your dealership is interested in this enhancement, or if you have further questions, please contact the ADMS

Support Center.

Issue 6 // Oct 2014

Dealer Spotlight >

Reach Out To The Support Center With Microsoft Lync / Communicator

We are offering dealers another collaboration tool that can be used when working with our teams. Federation means that

personnel in your company can communicate with Accenture personnel easily and securely over a common communications

platform such as Microsoft Lync and Microsoft Office Communicator, just as they communicate with people inside their own

company. With shared instant messaging and other tools, collaboration becomes seamless. The process of establishing

federation is simple and secure, which explains why hundreds of companies are already federated with Accenture. From

exchanging instant messages to sharing desktops to conducting audio and video calls, federation strengthens relationships and

delivers tangible benefits.

Instant messaging: Ability to instant message between dealer and Accenture personnel

Screen sharing: Share your screen to aid in troubleshooting of issues or collaboration when working on various projects

Cost savings: Avoid long distance phone costs by using the person-to-person voice functionality

Security: Lync messages between employees and federated clients are encrypted and secure unlike public instant messaging services.

Please note that this is not another method by which to contact the Support Center, but simply another tool that can be used for

working tickets after they are called/emailed in or to be used when working on a project between the two companies.

Nick Idol of Carolina Tractor recently told us:

“We have used screen sharing, chat, and Lync calls for troubleshooting on almost a daily basis.”

If your dealership is interested in setting up a Federation, or if you have further questions, please reach out to Matt

Ulrich ([email protected]).

Blanchard Increases Customer Satisfaction with Quicker Parts Counter Turnarounds

Blanchard recently approached us requesting help to improve customer satisfaction with parts sale transactions, getting parts to

the counter faster. We proposed a system enhancement focused on parts counter sale transactions for 10 parts or less,

functioning similarly to retail check-out lanes, streamlining the entry screen to facilitate quick transactions. And this new “Quick

Sale” process will allow the customer to use a credit card to pay for the order.

The Peoria Tier 2 parts team collaborated with the dealership on the design in 2nd quarter 2014 and is targeting to complete it

end of 1st quarter 2015; the enhancement is currently in testing.

Daryl Evans at Blanchard recently told us:

“We requested a quick sale screen for mostly walk-in customers that only purchase a few items, everything is in stock, and want to get

in and out quickly. This quick sale screen allows our counter persons to make the sale using only one screen instead of several

different screens improving our productivity.”

Issue 5 // July 2014

Our People Make The Difference >

Issue 6 // Oct 2014

Customer Service Week at the ADMS Support Center

Customer Service Week was the week of October 6-10. During this week we

recognized those folks who provide customer service to our great customers!

In Peoria, we celebrated by recognizing all our folks who work on the front line –

answering the phones and emails for our DBS and eBiz applications.

On Monday we had breakfast – the Breakfast of Service Champions.

On Tuesday we attended a

webinar presented by a

nationally recognized

organization that focuses on

service support. Pizza for

lunch!

On Wednesday, everyone

received a little bag of Riesen candies – as they are the Reason we can

provide great service to our customers.

On Thursday we played BINGO. Everyone received a BINGO card filled in

with our valued customers. Throughout the day, an email was sent with

dealer names. We played until everyone won because our teams are made

up of winners!

On Friday, everyone received a desk toy and a thank you from our

management for their service to our customers.

Yanina Vanesa Defays

Yanina is a systems engineer by training and has been part of the PartStore Support team in Buenos

Aires since 2012. She started as a trainee in CatUsed and then travelled to the United States to

receive training on the PartStore application.

She is a support analyst working on 7 Java applications for Caterpillar: DSF, UCID, PartStore, PCC,

MidTier, PSIP and Doc Review. Yanina recently returned to Peoria for training on the PSIP

application and is currently training the Argentina team. She is also involved in the Java webinar

initiative for the delivery center and is the point person for the previously mentioned applications from

the Buenos Aires office.

Yanina enjoys spending time with friends, family, and boyfriend.

Sherwin Abas

Sherwin has been part of global team in Philippine Delivery Center in Manila for 7 ½

years -since 2005. He started as a Tier 3 Data Audits team resource and has also been

part of the EMS and GPQ teams, then promoted to lead the ADMS migration project in

2011.

After leaving the Support Center to pursue other career opportunities, Sherwin recently

returned to work on the EMS HTTPI projects including: Equipment Data Enhancement

and LU6.2 Replacement projects. He was also involved in several BA ad-hoc requests

on their migration and merging activities. Sherwin is currently overseeing the functional

teams and managing the enhancements/ad-hoc requests (CAT AD) for the project.

Sherwin is married and has two children. In his free time he likes to watch movies, play

computer games like DOTA and spend more time with his family on weekends.

Chuck Heinz

Chuck has worked with Caterpillar dealers in the Sales and Rental area since 1998 and in the Finance

area since 2007. He has been on-site at over 30 dealers worldwide with roles ranging from training and

process review to project management. Chuck also retired from the Illinois Air National Guard in 2010

with 21 years of service.

Chuck is currently the team lead for the Finance and EMS teams in Peoria, overseeing the global

support and development work for DBS/DBSi. In addition, Chuck oversees the upgrade projects for

DBSi 5.0 and Coda v12, with recent successful DBSi 5.0 upgrades for Holt of California, Foley

Equipment, and Peterson Tractor in the United States.

In his free time, Chuck enjoys touring the United States and its National Parks in his RV with his family

(wife – Michele, Daughter – Hannah, and Son – Reilly). When he isn't travelling, he spends quality time hunting and maintaining

his farm with Reilly and being Hannah’s biggest fan for 3 high school sports.

Employee Spotlight >

Issue 6 // Oct 2014

Issue 6 // Oct 2014

Recent Product Enhancements >

Category Description Functional

Area

Target

Release(s) Status

Enhancement SIS Integrator Parts DBSi 5.0 Completed

Enhancement Customer fields sent from DBS to CODA Finance DBSi 5.0 Available

Enhancement Vendor Description Finance DBSi 5.0 Available

Enhancement Enhancement to put additional loggings in FNJROUTWRP

java Finance DBSi 5.0 Available

Enhancement Audit Trail Enhancement Parts DBSi 5.0 Available

Enhancement Enhancement for MNTSTRDTA add warning message Parts DBS 2.3.4 Available

Enhancement Line description to be passed from Coda Finance DBSi 5.0 Available

Enhancement Vision Link V3 Enhancement Service DBSi 5.0 Available

Enhancement Service Link Service DBS 2.3.4 Dealer testing

Ad hoc Customer fields sent from DBS to CODA Finance DBSi 5.0 Pilot Testing

Enhancement Order by Field Validation Parts DBSi 5.0 Completed

Enhancement Audit Trail Enhancement Parts DBS 2.3.4 Available

Ad Hoc DBS AMT Integration Adhoc Service DBS 2.3.4 Dealer testing

Ad Hoc Adhoc of Warranty Claims enhancement to UK Service DBSi 3.1 Dealer testing

Ad hoc Westrac China Operation Store Service DBSi 5.0 Dealer testing

Enhancement Vision Link V3 Enhancement Service DBS 2.3.4 Available

Ad Hoc Warranty Claims WS for Phu Thai Service DBSi 5.0 Dealer testing

Ad Hoc Adhoc of Warranty Claims enhancement to Borusan Service DBS 2.3.4 Dealer testing

Ad Hoc Doc type and sequence number will go to the reference field Finance DBSi 5.0 Available

Ad hoc WMS AU (Retry Enhancement) Non-Core DBSi 5.0 Completed

Ad-hoc Adhoc Request of Holt CA (Customer Name in MNTCICUS) EMS DBSi 5.0 Dealer testing

Ad hoc Instant Access for Finning UK Parts DBSi 3.1 Pilot testing

Issue 6 // Oct 2014

Recent Product Enhancements >

Category Description Functional

Area

Target

Release(s) Status

Ad hoc Changing Work Order Invoice Posting to GL (CODA) Finance DBSi 5.0 Dealer testing

Ad Hoc Report to be generated from CODA which includes the Total

Exposure & Total Due Finance DBSi 5.0 Dealer testing

Enhancement On-demand Equipment Data Enhancement EMS DBSi 5.0 Dealer testing

Ad Hoc Service Advisor Blanchard Model Field Non-Core DBS 2.3.4 Available

Ad Hoc CatUsed - Finning Argentina Parts DBSi 3.1 Dealer testing

Enhancement No Skive Information Enhancement Parts DBS 2.3.4 Available

Enhancement No Skive Information Enhancement Parts DBSi 5.0 Available

Ad Hoc Adhoc of Warranty Claims enhancement to Israel Tractors Service DBS 2.3.4 Dealer testing

Ad Hoc CATUSED for Ferreyros EMS DBS 2.3.4 Dealer testing

Ad-hoc CGMPP to Ferreyros Parts DBS 2.3.4 Completed

Ad-hoc Ad hoc of CAT Used Enhancement to Finning Chile EMS DBS 2.3.4 Dealer testing

Ad-hoc CGMPP to Finning UK Parts DBSi 3.1 Completed

Ad hoc Adhoc Request of Holt CA - Erroneously getting the Acquisition

Date field. EMS DBSi 5.0 Dealer testing

Enhancement Promo Code Auto transmission Parts DBSi 5.0 Pilot Testing

Ad hoc Antares documents that should not be posting to CODA Intray Finance DBSi 5.0 Available

Ad Hoc WOJN2061 Work Order Print for Gecolsa Service DBSi 5.0 Dealer testing

Ad-hoc Ad Hoc WTA Dealer net to use in Inbound Freight Calculation Parts DBSi 5.0 Completed

Enhancement New Function on enhancement switches Finance DBSi 5.0 Available

Enhancement CAT Used Retry HTTPAPI-GET/POST Enhancement EMS DBSi 5.0 Available

Enhancement ECI Metro Adhoc request to incorporate FDC code to Multi Dealer

Code Project. EMS DBS 2.3.4 Available

Enhancement CAT Used Retry HTTPAPI-GET/POST Enhancement EMS DBS 2.3.4 Available