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Q3 2020 Issue

BatchMaster Enterprise Customers

A MESSAGE FROM THE CEO

Sahib Dudani
President & CEO
BatchMaster Software

Dear Valued BatchMaster Customers,

I hope you and your families are doing well, staying safe, and taking all the recommended precautions to stay healthy and keep your business running in an optimum, efficient way.

Looking back at the past 6 months I see how we, as a global community, have come from chaos and fear to acceptance and hope. It is a reminder that we are a resilient, innovative species, and that with the help of science, technology, and common sense, we can overcome most hurdles and obstacles that threaten us.

On the business side of things, at BatchMaster Software, we have embraced a new way of doing business by adjusting and enhancing our abilities to serve all our customers remotely.  I am proud to announce that we have several customers who went live between Q2 and Q3 and are running their operations in a more streamlined way.

We continue to serve our customers, enhance their knowledge through product webinars, and support them through email, phone and virtual training and troubleshooting sessions, when needed. Our new online Support Portal is a support tool which offers our customers full visibility and access to their support ticket status. It was deployed in Q2 and has been a huge success, providing our customers the ability to create, view, update tickets on their own, 24×7.  There is more to come as we continue to roll out additional capabilities within the system, including new knowledge articles, so stay tuned for additional announcements regarding the Support Portal.

We continue to enhance our solutions and expand our offerings.  We are very excited to announce our relationship with Siemens to provide their Opcenter APS (formerly known as Preactor APS).  BSI formed a partnership allowing us to offer Opcenter APS as an Advanced Planning and Scheduling solution specifically developed to meet this need, using advanced algorithms that balance demand and capacity to generate achievable production schedules. I encourage you to request information on Opcenter from your Account Manager. We also have many other product innovations of which you will be hearing more about.

Lastly, I want to thank you for your business and re-iterate that we are committed to providing high-quality service that you expect and deserve. Please know that we are with you every step of the way.

Take care.

Support Portal Update

It’s been nearly 3 months since we launched our new Support Portal and support ticket system. Since then customers’ Designated Support Contacts have been creating, viewing, updating, and exporting tickets on their own 24×7. We have also received valuable feedback to help us with our continual improvement efforts. For example, based on customer recommendations, we added the ability to include other contacts at the time a ticket is created. We have other enhancements rolling out by year end, including new knowledge articles, a ticket escalation process, and more, so watch for those announcements!

Q. What’s the difference between the Customer Portal and Support Portal?

A. Customer Portal, AKA BatchMaster Portal (portal.batchmaster.com), is still the primary source of BatchMaster Lunch & Learn Videos, product documentation, knowledge articles, training materials, and other resources for our customers and partners to access anytime with their login. The Support Portal (support.batchmaster.com) offers additional self-service features related to product technical support; such as support ticket entry, visibility, and management features.

Q. I can’t log into the Support Portal. How do I get access?

A. Though anyone can view the current portal and support process articles in the Support Portal Knowledge Solutions area, only your company’s Designated Support Contacts (DSCs) can access the ticket area. DSC access is created by the BatchMaster Support Team. For more information, check out our Designated Support Contact FAQs.

Have other questions about the Support Portal? Email BSICase@batchmaster.com

Customer Go-Lives

CONTINENTAL COATINGS TAKES ADVANTAGE OF BATCHMASTER FINANCIALS

When Liz Wu took over as the Accountant at Continental Coatings, they were running BatchMaster Enterprise (BME) , which was integrated to their existing Sage 300 financial application.

Liz found the Annual Software Maintenance charges for both Sage and BatchMaster together was more than she could justify. Another one of her concerns was the time and effort spent resolving any issues encountered when either of the applications were upgraded. Lisa had to involve both BatchMaster and Sage customer support teams to investigate their own applications to identify the cause and resolve the issue.

Liz asked BatchMaster “Do you have your own financial modules?” BatchMaster said “Yes, we released the financial modules two years ago.” Liz continued, “Since there are only two of us using the financial modules vs 15-16 people using the BatchMaster modules, it made more sense to move everything to BatchMaster than, say, everything to Sage.”

In terms of the Implementation, Liz said “It was right on budget. Time-wise, it took a little longer, but only because we chose to upgrade our server at the same time. We upgraded from BME 8.50 to 8.70, added the financial modules, and changed the server all at the same time. It was still close, though. Our target was to start using the BM financials from January 1st, and we actually started entering transactions on January 15th.”

There were obvious immediate cost savings in ASM and support, especially since both the finance and other modules are now compatible with each other. Since the move from Sage to BatchMaster financials, Liz found she didn’t need to manually post any AP or AR invoices anymore – it’s all automatic. On the AR side alone, this saves her 4-5 hours every month. She discovered similar time savings on the processing side – all up Liz estimates she is saving a whole week every year.

Functionally, Liz is delighted with what BM Finance offers. “I was pleased to see that every function I relied on in Sage financials was available in BatchMaster Financials, and during the demos I discovered many additional features we didn’t have and could use. An example was Bank Reconciliation. My predecessors used an Excel file for this, with BatchMaster I just enter the numbers and it is all done on the system.

Actually, the ability to export to and import from an Excel spreadsheet is huge for me also.”

Continental Coatings are customizing some financial reports. They are extremely happy with how BatchMaster’s development team are able to continue to develop these modules quickly to meet their needs.

Liz summarizes “Any questions I have, support comes back very quickly and resolves the issue. If it is a function I need and the software doesn’t have it, they tell me it will be in the next patch, and it always is. Although BM Financials is relatively new, it keeps improving. I thing that is pretty good. I would never have any influence at Sage over their software. The BatchMaster technical team listens to us users, and anything we ask for that makes sense, we get in the next patch. That means BatchMaster is growing, and will continue to grow – because you guys listen!”

Celebrating Customer Go-Lives!

Congratulations to Lynne Foods, Custom Foods of America, and Nu Life Global who were among our Go-Lives in Q3, remotely, as we continue to social distance. Nu Life Global, a startup venture that focuses on hemp cultivation and extraction, and the production and sale of a variety of CBD infused Health and Wellness products specifically stated, “Your team was excellent from the start…” from sales and through the implementation.  It was also stated that, “The support we’ve gotten from the Team has been exceptional, they have always been ready to assist and offer solutions…”  We thank Anita Gevorkian for such nice remarks.

Customer Go-Lives

CONTINENTAL COATINGS TAKES ADVANTAGE OF BATCHMASTER FINANCIALS

When Liz Wu took over as the Accountant at Continental Coatings, they were running BatchMaster Enterprise (BME) , which was integrated to their existing Sage 300 financial application.

Liz found the Annual Software Maintenance charges for both Sage and BatchMaster together was more than she could justify. Another one of her concerns was the time and effort spent resolving any issues encountered when either of the applications were upgraded. Lisa had to involve both BatchMaster and Sage customer support teams to investigate their own applications to identify the cause and resolve the issue.

Liz asked BatchMaster “Do you have your own financial modules?” BatchMaster said “Yes, we released the financial modules two years ago.” Liz continued, “Since there are only two of us using the financial modules vs 15-16 people using the BatchMaster modules, it made more sense to move everything to BatchMaster than, say, everything to Sage.”

In terms of the Implementation, Liz said “It was right on budget. Time-wise, it took a little longer, but only because we chose to upgrade our server at the same time. We upgraded from BME 8.50 to 8.70, added the financial modules, and changed the server all at the same time. It was still close, though. Our target was to start using the BM financials from January 1st, and we actually started entering transactions on January 15th.”

There were obvious immediate cost savings in ASM and support, especially since both the finance and other modules are now compatible with each other. Since the move from Sage to BatchMaster financials, Liz found she didn’t need to manually post any AP or AR invoices anymore – it’s all automatic. On the AR side alone, this saves her 4-5 hours every month. She discovered similar time savings on the processing side – all up Liz estimates she is saving a whole week every year.

Functionally, Liz is delighted with what BM Finance offers. “I was pleased to see that every function I relied on in Sage financials was available in BatchMaster Financials, and during the demos I discovered many additional features we didn’t have and could use. An example was Bank Reconciliation. My predecessors used an Excel file for this, with BatchMaster I just enter the numbers and it is all done on the system.

Actually, the ability to export to and import from an Excel spreadsheet is huge for me also.”

Continental Coatings are customizing some financial reports. They are extremely happy with how BatchMaster’s development team are able to continue to develop these modules quickly to meet their needs.

Liz summarizes “Any questions I have, support comes back very quickly and resolves the issue. If it is a function I need and the software doesn’t have it, they tell me it will be in the next patch, and it always is. Although BM Financials is relatively new, it keeps improving. I thing that is pretty good. I would never have any influence at Sage over their software. The BatchMaster technical team listens to us users, and anything we ask for that makes sense, we get in the next patch. That means BatchMaster is growing, and will continue to grow – because you guys listen!”

Celebrating Customer Go-Lives!

Congratulations to Lynne Foods, Custom Foods of America, and Nu Life Global who were among our Go-Lives in Q3, remotely, as we continue to social distance. Nu Life Global, a startup venture that focuses on hemp cultivation and extraction, and the production and sale of a variety of CBD infused Health and Wellness products specifically stated, “Your team was excellent from the start…” from sales and through the implementation.  It was also stated that, “The support we’ve gotten from the Team has been exceptional, they have always been ready to assist and offer solutions…”  We thank Anita Gevorkian for such nice remarks.

New Customer Announcements – A Sampling

BatchMaster Software is always pleased to welcome all of its new customers that have recently joined the BatchMaster community.  We are also excited when they have gone live on their new BatchMaster system.  Below are just a few we would like to highlight:

Bio-Botanica
Bio-Botanica® specializes in botanicals and over the last 45 years has grown to be a leading global manufacturer and supplier of over 500 botanical extracts used in the personal care & cosmetic, food & beverage, flavor & fragrance, and supplement and nutraceutical industries. Bio-Botanica® recently purchased BatchMaster Software’s end to end ERP solution, BatchMaster ERP, to streamline and scale up the development and production of their custom products, as well as grow its own line of consumer products sold through retailers under the Nature’s Answer, Holistic Balance, Gencuetic, and Woodstock brands.
Staq Pharma
STAQ Pharma is a brand new 503B outsourcing facility involved in compounding sterile injectable medications, producing up to 30,000 syringes per day. STAQ Pharma’s Controller selected BatchMaster because the control of inventory movements and costs is critical. He explained, “The FDA requires our industry to be able to document, qualify, verify, and trace all transactions and products. BM has the ability to be FDA validated, which for a cGMP plant like ours is critical. BatchMaster is an industry standard, it’s easy to use, visibility to data is great, and the reporting capabilities are extensive.”

Product Announcements

Lunch & Learn Session
Do-It-Yourself customization in BME 8.70
September 30, 2020 @ 11:00 AM PST

SDK – Customization Capabilities in BME 8.7

BatchMaster Enterprise (BME), version 8.7 offers customers the ability to perform their own customizations with the capabilities within the product’s SDK.  Join our webinar to learn more about the below capabilities that this tool provides: 

  • Change Screen\Field Names & Create Custom Forms
    The Change Screen\Field Name Setup screen lets you change the caption, globally, of the preferred Screen and Screen Fields. Using the Custom Master Form you can create Custom forms as per your desired interface.
  • Field Extender
    Field Extender utility has taken user customization to a new level. You can adjoin the fields on any screen of BatchMaster. Since this tool is quick and easy to use, you can make the required changes by yourself.
  • User Validation
    You can add custom logic to Forms, to perform action at specific points during processes. You can execute the logic on any form of BatchMaster to validate fields, by processing the event as specified on the User validation form.
  • Drill down automation for direct navigation to various screens
    Drill Down automation lets you examine data in greater detail. It provides you with an option to interactively select any field from a summary and display the data that contributed to that field. It helps you access a list of the related options associated with an individual field or topic.  
  • Customization capabilities on individual screen
    Customization capabilities on individual screens is a brand new initiative for BatchMaster. You can now do simple modifications on existing forms or design a new form layout. The functionality can be implemented using the customize button present on the menu of each form of BatchMaster.  You can customize the tabs and buttons on any form, once saved those fields become available for use.  All the changes can be made and stored by the user. With screen-by-screen customization capabilities, you can quickly enhance, integrate, and add value to existing BatchMaster application.

BatchMaster Finance for an End-to-End Solution

BatchMaster Finance plays a perfect role in providing a complete end-to-end ERP solution. Tired of integrated financials? BM Finance offers a holistic view of company finances, enables monitoring of working capital and ensures a firm grip on enterprise-wide costs, all built-in to the BatchMaster solution.

It acts as a solid financial foundation for the businesses to streamline financial operations by maintaining ledgers and journal entries, handling tax calculations and multi-currency transactions plus by managing banking activities. In-depth visibility into cash flow is achieved through seamless integration with other processes like Sales, Purchase, Production, Inventory, etc. All sorts of important financial reports, bank/cash transactions, contra entries, void check transaction, reconciliation, etc. further streamline and automate the complete chain of activities related to financial services.

Ask your Account Manager for a demo!

Product Announcements

SDK – Customization Capabilities in BME 8.7

Lunch & Learn Session
Do-It-Yourself customization in BME 8.70
September 30, 2020 @ 11:00 AM PST

BatchMaster Enterprise (BME), version 8.7 offers customers the ability to perform their own customizations with the capabilities within the product’s SDK.  Join our webinar to learn more about the below capabilities that this tool provides: 

  • Change Screen\Field Names & Create Custom Forms
    The Change Screen\Field Name Setup screen lets you change the caption, globally, of the preferred Screen and Screen Fields. Using the Custom Master Form you can create Custom forms as per your desired interface.
  • Field Extender
    Field Extender utility has taken user customization to a new level. You can adjoin the fields on any screen of BatchMaster. Since this tool is quick and easy to use, you can make the required changes by yourself.
  • User Validation
    You can add custom logic to Forms, to perform action at specific points during processes. You can execute the logic on any form of BatchMaster to validate fields, by processing the event as specified on the User validation form.
  • Drill down automation for direct navigation to various screens
    Drill Down automation lets you examine data in greater detail. It provides you with an option to interactively select any field from a summary and display the data that contributed to that field. It helps you access a list of the related options associated with an individual field or topic.  
  • Customization capabilities on individual screen
    Customization capabilities on individual screens is a brand new initiative for BatchMaster. You can now do simple modifications on existing forms or design a new form layout. The functionality can be implemented using the customize button present on the menu of each form of BatchMaster.  You can customize the tabs and buttons on any form, once saved those fields become available for use.  All the changes can be made and stored by the user. With screen-by-screen customization capabilities, you can quickly enhance, integrate, and add value to existing BatchMaster application.

BatchMaster Finance for an End-to-End Solution

BatchMaster Finance plays a perfect role in providing a complete end-to-end ERP solution. Tired of integrated financials? BM Finance offers a holistic view of company finances, enables monitoring of working capital and ensures a firm grip on enterprise-wide costs, all built-in to the BatchMaster solution.

It acts as a solid financial foundation for the businesses to streamline financial operations by maintaining ledgers and journal entries, handling tax calculations and multi-currency transactions plus by managing banking activities. In-depth visibility into cash flow is achieved through seamless integration with other processes like Sales, Purchase, Production, Inventory, etc. All sorts of important financial reports, bank/cash transactions, contra entries, void check transaction, reconciliation, etc. further streamline and automate the complete chain of activities related to financial services.

Ask your Account Manager for a demo!

Tips & Tricks

Issue 1: Cannot find a record

Solution: Usually, the solution is to validate/change the lookup ‘Operand’ as shown below.

Issue 2: Report or screen is not generating/displaying.

Solution: Most of the times, the screen is in the background or is minimized. Therefore, the user needs to maximize it to view it.

Sun-Setting Reminder

This is a reminder that BatchMaster Software will end support for the following versions of its products soon. Contact your Account Managers for any questions you may have, and please note that some exceptions do apply.

BatchMaster Enterprise
(BME) 8.5

End Support for Patches and Hot Fixes, but HelpDesk Support Portal is available

BatchMaster Enterprise
(BME) 8.4 and older

End of Support