Fleet Management, Rental and Contract Hire

Our market leading Microsoft Dynamics solutions and in depth industry know how and solutions will enable Fleet Management, Contract hire, Rental companies and Public or Private sector organisations operating medium to large numbers of vehicles and machinery to streamline practices to better manage one or more of the following processes as required:

• Device and Asset Management – Extensive functionality to manage your fleet, single or multi-brand. Creation of device master cards via configurator and purchase order. Make full use of powerful procurement processes. Track all mounted equipment and accessories, by device. Interface with OEM and other partners, including authorities. Seamless integration with the Asset management module.
• Incident Management – Extensive functionality to manage your cases such as accidents, fines and other incidents. The IDMS case module encapsulates all tasks associated with an incident. Pre-defined job lists guide your employees through the tasks needed to manage the incident, ensuring that nothing is missed.
• Preventative Maintenance – Limit fleet down time by managing upcoming maintenance and inspections. Make sure you know what needs to be done and when it needs to be completed. Set up maintenance plans based on simple yet flexible recurrence rules. Create service orders, manage warranties, perform recalls etc. Manage multiple workshops, utilise time slot reservations and have full visibility over hours recorded. Use operation codes with flat rates and job lists for standard tasks.
• Contract Management – Includes extensive functionality to manage your fleet service , maintenance and loan contracts . Keep track of contracts and ensure billing accuracy. Handle contract documents. Tailor contract products and services to suit your customers‘ needs. End to end functionality on lease contracts including interest rate calculation, price indexing and more.
• Short and Long Term Rentals – Plan, reserve, manage and collect on your short and long term rentals. Flexible pricing structure based on rental models and classes.
• Driver and Operator Management – Keep track of operators and drivers of vehicles. Manage licenses, skills, training, professional experience and other employee related data. Get warnings on expiration dates of licenses.
• Warehouse and Parts Management ¬ Extensive functionality to manage your warehouses and spare parts and accessories. Item creation from external supplier lists and automatic pricing.
• Expense Management and Statistics ¬ Full life cycle statistics displayed as totals or per usage unit. All expenses can be linked to a particular device and contract for analytical purposes. Benchmark the profit performance of different brands and models.
• Sales and Marketing – Use the systems wholesale and retail functionality for de-fleeting, fully integrated with the Dynamics AX supply chain functionality. Track vehicle movements, pre-delivery inspection, pricing, trade-ins and inventory management.
• Salary Sacrificing – Manage employee deductions with advanced functionality on behalf of companies fleet management services are provided to or for internal purposes.
• Rental Agreements – Manage a fleet of long and short term rental vehicles as a pure rental fleet or loan car for service operations.
• Analytics – Extensive functionality to help you analyse your business. We have the expertise to help you make the most of your information.
• Web Readiness - Everything you ever wanted to do on the web suddenly becomes so much easier, with included web functionality. The web is a natural part of the system, not an extra solution. Reach out to customers, dealers, workshops, suppliers and involve them in your business processes, saving you time and money.
• Integration Platform – Integrate data with manufacturers and dealers to realise large efficiency gains
• IT Department - Microsoft Dynamics™ AX and IDMS Fleet are version controlled applications, meaning that new versions will be made available for your company on a regular basis. Upgrade work is kept to a minimum. IDMS Fleet follows the release plan of Microsoft Dynamics™ AX and is a Microsoft Certified Industry solution for Microsoft Dynamics™ AX. The certification process is thorough whereby Microsoft engages independent third party evaluators who appraise architecture, coding, scalability, upgradeability and documentation as part of the process.
• Additional foundation modules – form the foundation on which the above industry modules are delivered
  • Finance – Full financial suite of modules for General Ledger, Receivables, Payables, Bank with electronic banking, Expense and Credit Card Management, Property and Fixed Assets including multi company, multi-currency, intercompany and consolidation features
  • Trade & Logistics –Inventory, Warehouse Management, Procurement, Requisition, Request for Quotation and Sales Modules
  • Production, Shop Floor Control, Product Configurator and Master Planning for material and capacity management
  • Project Accounting – For project based production including web timesheet
  • Customer Relationship Management – With sales force automation for management of contacts, leads, opportunities and quotes. Marketing automation enables one to plan and track marketing and telemarketing campaigns
  • Human Resources and Payroll
  • Questionnaire - Build and analyse questionnaires for virtually any requirement including customer service, surveys, marketing, HR interviews, reviews and tests.
  • System wide features – include native Microsoft Active Directory, MS Office, MS SQL Database, MS Business Intelligence and MS SharePoint Server integration. Familiarity and ease of use built on the Microsoft platform and Office look and feel. Add in alerts, workflow, document management, security through to record level with a low risk adaptive environment to deliver the world’s leading mid-market ERP solution as acknowledge by Gartner Group in their last two surveys of this segment.

Solution Overview

With your company facing stiff competition and the pressure to reduce margins, IT solutions must deliver much more than functional capabilities. Fleet Management, Rental and Contract Hire Company’s business models need to adapt rapidly to market demand and you need the agility to respond quickly to new developments and maintain the competitive edge without being limited by system constraints.

The Fleet Management, Rental and Contract Hire solution for Microsoft Dynamics AX offers proven, highly adaptable capabilities for meeting highly specific industry needs, including increased customer demand for fast response and improved service, streamlined processes, and internal procedures that create a truly lean environment.

Reputation

The solution has a solid track record of satisfied users. They quickly understood the solution, where to find data and how to act on that information. The similarity with Microsoft’s Office package (Excel, Word, Outlook) helps users to navigate the system intuitively. The logic in all modules is common, allowing users to track data changes in the system and between modules.

Contact Systems Advisers Group for a solution brochure and to discover more about how Microsoft Dynamics AX can help your company reduce costs and meet client demands.