COMPANY PROFILE DOCUMENT

Version 1.2

Elev8 (Australia) Pty Ltd,

4 Parker Place, BentleyTechnologyPark, Bentley, WA 6102

Tel: 08 9453 7400

Fax: 08 9453 7499

Welcome to Elev8 Australia

Elev8 (Australia) is a mature Western Australian company with 20 years experience supplying, implementing and supporting complete business systems to businesses across Australia and overseas

With a committed staff, the company’s strength is focussed on support and technical competence.

Elev8 Australia is responsible for distribution of a range of financial management applications and vertical market applications.

As an authorised Sage Partner (Exclusive in WA), Elev8 is responsible for distribution, sales, customisation, installation and support of the Sage Business Systems range of products. These currently include the Sage Pastel Evolution and Sage Line 500 products, and previously included Sage Line 100, the forerunner to Evolution.

In addition, Elev8 has developed and supplied a number of specialist software products for specific industries and markets. Such products include the liquor industry (hotels, liquor stores, night clubs and restaurants), Plant Hire, Retail Point of Sale and the complex transport management business.

Elev8 policy is to maintain its focus on financial management software whilst leveraging vertical market share by forming distribution relationships with its suppliers. This is beneficial to Elev8 clients as they have “local” 1st base support to internationally acclaimed products such as Insphire.

The company is equipped to provide a total solution. This includes initial consultancy, written specifications, supply and installation of appropriate software with full implementation of the system including operator training and ongoing locally based support.

Elev8 has adopted TQM system under ISO9001. Conforming to very stringent standards, and a high level of professionalism has ensured our clients receive the very best quality service.

In adopting TQM (Total Quality Management) methodology in all its activities, the company is committed to striving for excellence. This means ensuring the software complies with the client’s requirements and “getting it right the first time”.

When an Elev8 system is installed and implemented, help is never more than a local phone call away. The Elev8 Helpline is manned by competent support staff right here in Perth. A 1-800 number is available for country and interstate clients. After hours support may be arranged where required.

Introduction to Elev8

This document provides an overview of Elev8 Australia and the software and services we provide, including consultancy, support, software development and data conversion.

Please refer to this document for general overviews of our Products, including Sage Evolution, Sage Sales Logix, inspHire, SP NET and TKO.

Our Vision

To provide the edge to our customers in their business needs through professionalism, cooperation, integrity, and excellence in performance with objective results.

Our Mission

To provide our customers with the highest levels of service, quality, and efficiency. To develop enduring and personal relationships with our clients to build a loyal, well-established client and partnership base.We will meet our clients needs now and in the future.

Elev8 Values

There are six driving factors behind our corporate philosophy, our day-to-day operations, and ultimately our success. These values guide everything we do, shape who we are and how our customers, our associates, and our partners perceive us.

Client success leads us to our success

People are our focus

Teamwork is the cornerstone of our culture

Integrity guides our work

Accountability is the foundation for everything we do

Change drives us to continue to evolve and grow

Training Policy

Elev8 recognises that as part of its development its most important resource is its employees and their knowledge. Elev8 is committed to the training and development of its entire workforce so that they will gain the necessary skills to reach their full potential.

This will ensure that Elev8 will be able to achieve its aims and objectives that are to provide high quality solutions using through a well trained and supported working team. By increasing the skills and knowledge of its staff Elev8 will enhance it’s services and produce knowledgeable trained individuals at it’s clients.

The individual training and development needs will be identified through

  • A training assessment carried out when commencing employment
  • Regular assessment and appraisal
  • A formal annual performance appraisal
  • Requests from employees and clients

The training and development needs identified will be met through a variety of activities depending on the nature and extent of the requirements deemed necessary after assessment. This could take the form of formal training external, with suppliers or internal, plus it could be provided “on the job” with experienced mentors.

All internal training, supplier training and external training not related to professional qualifications will be provided by Elev8 will be of no cost to the employee. External courses relating to professional qualifications may be fully or partly funded by Elev8 depending on the nature of the training.

Ultimately, Elev8 encourage employees to be responsible for their own development and as such may inform the organisation of their development needs and take part in prescribed development activities.

As part of Elev8’s continuing commitment to training and development, employees are encouraged to provide feedback on the value and effectiveness of the training and development they undertake. This information will be used to assess and improve the training process.

This policy respect equal opportunitiesand applies to all employees.

Commitment to Quality

It is our commitment at Elev8 to provide you with the highest quality products and services. Since our creation Elev8 has been dedicated to putting the right people, processes, and best practices in place to ensure that the client gets superior value and quality.

Best Practices

Elev8 follows established software implementation and development practices in the vision, design, planning, development and training of our software products. Our development structure ensures that functional requirements are defined and documented and projects are planned, scheduled and controlled.

Customer Services

Elev8 has an automated system used to track support issues reported by customers or internal users. Elev8 have a clear support charter which defines expectations and response times. Elev8 do not deviate from out charter of service.

Products

Sage Pastel Evolution

Sage Pastel Evolution delivers an entirely new dimension in business management software, taking your business beyond the traditional realms of accounting software. With business activity management functionality interwoven into the core of the accounting application, Sage Pastel Evolution brings all aspects of your operations together, providing you with an integrated holistic view of your business. The comprehensive range of features and functionality, complemented with a number of add-on modules, provides a scalable, flexible, and robust tool for your growing business.

Framework

Developed within the Sage Pastel Evolution Framework – Sage Pastel’s latest technology standard – all components and modules in the Evolution range are fully integrated. They share a common interface, providing a consistent user experience. Microsoft’s SQL Service Database ensures seamless integration and data integrity.

Take control of your business

In the past, accounting systems stored a wealth of information related to customers, suppliers, inventory, etc. However, this information was often limited to accounting data, i.e. the numbers. Sage Pastel Evolution takes accounting to the next level by allowing you to not only capture numbers, but also to perform what we refer to as business activities. Additional data is integrated and presented together with the numbers, providing a holistic view of your business instead of a numbers-only view. This gives you the ability to control your financial situation as well as relationships with customers, suppliers and employees.

Sage Pastel Evolution delivers an entire business management tool it’s the new way to work.

Features

Report Writer & Stationery Customisation

General Ledger

Segmented General Ledger

Cash Book

Project Tracking

Inventory Control

Invoicing

Segmented Inventory

Import Cost Allocations

Accounts Payable

Sales & Purchase Order Entry

The above features and modules are referred to as the core Evolution system.

Add on Modules

* These modules can be purchased as stand-alone applications.

Extended CRM

Fixed Assets*

Payroll* (BotswanaNamibia only)

Multi-Currency

Annuity Billing

Serial Number Tracking

Business Intelligence Centre

Lot Tracking

Pricing Matrix

Job Costing

Bill of Materials

Manufacturing

Point-of-Sale

Multi-Warehousing

Customer Credit Risk Management

Customer Account Consolidations

eBusiness & Billing

Core Module Features

The System Framework

The System Manager is the control centre for the entire Evolution application. It is the system’s user interface. Featuring a System Tree for navigation, it also controls the system environment and setup, on-line help, and multi-level password security. Evolution delivers enhanced efficiency, productivity and security to any business:

A consistent user interface no matter which module you are using.

Fixed Assets, Payroll, and Accounting all share the same common interface and all appear as options on a single System Tree.

Standard navigation tools such as menus, the system tree, toolbars, and favourites.

Powerful tools for maintaining, sorting, searching and grouping your lists of data.

The ability to customise the interface to suit each user’s requirements.

Database System

Sage Pastel Evolution takes advantage of the latest database technologies, utilising MS-SQL Server or Microsoft’s Sequel Desktop Engine (MSDE). MS-SQL provides Evolution with the ability to scale and to support an unlimited number of concurrent users. Additional data integrity is ensures through the use of SQL’s transaction rollback feature. Sage Pastel Evolution includes MSDE for 1-10 user sites. Larger sites must purchase MS-SQL Server as per usage requirements.

Store data indefinitely

The General Ledger stores five years of data and requires no month or year end procedures. Your can, however, block accounting periods. This prevents transaction processing into closed periods. The Subsidiary Ledgers (Inventory, Receivables, Payables, etc.) store information indefinitely.

Transaction Rollback

Data protection and integrity is significantly improved over older database systems. This feature optimises data integrity by ensuring that users will never have incomplete entries or corrupt files, even if they suffer a power failure while a transaction is in process.

Supports multiple companies

The system can maintain multiple sets of books, each with its own chart of accounts. Access to companies and their related functions are password protected. Data can also be copied from one company to another, simplifying the company setup procedure.

Transaction drill downs

Drill down functionality allows you to find exactly what you’re looking for, quickly. From summarised information you can drill down to detailed transactions, and even right down to source documents – with just a click of the mouse.

Advanced Security

Every business’s data is confidential. You need to control access to this information. Sage Pastel Evolution features multi-level, menu-driven password access control.

You can establish access control per user. In addition, you can establish user groups, and then assign users to a group. Each user who belongs to a group has the same access level restrictions and capabilities. This streamlines the control process and leaves less room for error.

Integrated with Microsoft office

Seamless integration with MS Office means that you can e-mail any report. You can use many standard formats such as HTML and PDF.You can also export data into Word or Excel, where you can perform your own complex data manipulations. This feature complements Sage Pastel’s extensive range of management reports.

The Resolve module also integrates its e-mail management with Microsoft Outlook.

Graphs

You have the ability to view graphs. For example, you can compare General Ledger account movements of a period of five financial years. You can compare sales and purchases in the Orders Modules and you can view incident analysis in the Contact Management module.

Evolution Report Writer

The Report Writer module allows you to customise standard reports per user as well as stationery layouts per user. It integrates into every module in the Evolution range. You can change layouts, add and remove fields, and perform additional calculations or subtotals. You can even write your own SQL script for advanced reporting. The system includes a tutorial program that will guide you through the process of report writing.

General Ledger

The General Ledger is the heart of the financial function of your company. All processing you do eventually reflects in the General Ledger. The system has no tedious month or year-ends. The system is date-driven, allowing you to post transactions to any period at any times. Note, however, that you can block periods that are complete, thereby preventing operators from accessing them in error. The system stores five years of financial information.

Segmented General Ledger

If you have a complex and multi-dimensional General Ledger, you can create General Ledger accounts using multiple segments. Each segment becomes a reporting dimension in its own right. If, for example, you segment the account structure into sub-levels such as accounts, branch, department and project, you can extend your financial reporting to include combinations of these levels. You can also report on only an isolated section of the General Ledger.

Cheque Printing and EFT

You can print cheques from any bank account. The cheque layout is fully customisable to accommodate requirements from different banks. You use user access levels to control who can print cheques. Each bank account has its own series of cheque numbers. You can make payments to all the major banks via Electronic Fund Transfer.

Project Tracking

This module allows you to allocate income or expense transactions to particular projects. You can then filter reports on a project basis and create an income statement per project.

Inventory Control

Evolution’s powerful Inventory module gives you unlimited control over your stock. The system provides both summary management reports as well as detailed operational reports, all customisable per user.

You can have service and physical items. Items can be flagged as non commissionable. You can user inventory groups to sort and filter inventory items. The system has an unlimited number of standard selling prices per item. You link each customer to one of these prices, and you can specify a percentage discount per customer.

You can extend Evolution’s power by combining the Inventory module with other related add-on modules:

With Multi-Warehousing, you can create multiple warehouses or stores, and move items between these stores.

Serial Number Tracking serialises individual inventory items and keeps track of them by their history. The system follows their purchase, interal movement in the company, sales and possible return for repair or refund

Lot Tracking lets you track items by lot, where batches of items all have the same Lot Number. You can easily specify dates and a statues per Lot Number.

Bill of Materials allows you to manufacture or assemble items from components. The system takes the component materials out of stock into Work in Progress, and then allows you to create finished items ready for resale.

Pricing Matrix lets you have selling prices per inventory item or inventory group and per customer/supplier or customer/supplier group. These can be prices or percentage discounts on the customer’s/suppliers standard price.

All these add-on modules work together. For example, you can manufacture serialised items into warehouses and track Lot Numbers.

Goods received voucher

This feature gives you the ability to receive and immediately update your stock based on a delivery note from your supplier, without having to update the supplier account until you receive the actual supplier invoice.

Import cost allocations

When you import goods, there are frequently additional costs that do not originate from the supplier. For example, you may be liable for shipping costs and/or import duties. This feature allows you to process these additional costs at the same time as the goods received voucher. The system uses the additional costs to calculate the item costs correctly. Without this, you have to process these costs at anther time and then adjust your item costs manually.

Receivables and Payables

Sage Pastel Evolution gives you instant access to customer and supplier balances, overdue totals, and sales/purchases history. Drill-down features and reports are available when you need a more detailed analysis of customer/supplier transactions.

You can create multiple delivery addresses for each customer and supplier. You set processing defaults for delivery requirements and addresses, selling prices, discounts, and so on, which you can override for each transaction. You can create sales codes and assign a commission structure to each sales code.

Multiple debtor & creditor control accounts

If you wish to analyse debtors and/or creditors in the General Ledger, you can use more than one General Ledger control account for Receivables or Payables. This is over and above your normal reporting within the Receivables and Payables Ledger.