The latest award-winning release, SI version 14, greatly expands project planning and execution capabilities to enable more effective project delivery for system integrators and technology managers.
CONCORD, CA (August 14, 2020) — D-Tools, Inc., the worldwide leader in data-driven software for system integrators, today announced the availability of System Integrator version 14, which includes powerful new capabilities for its end-to-end estimation, design, project, and service management software solution.
“Executives, sales teams, and project managers alike will appreciate the enhancements found in the latest release of System Integrator,” states Randy Stearns, D-Tools’ CEO. “Always looking to streamline workflows through a data-driven approach, SI v.14 starts with enabling users to create customized checklists. While some may use these checklists for one-off applications like project punch lists, others will use them for establishing standardized lists of tasks associated with completing specific project types. These lists of tasks and subtasks can then be used to auto-populate the all-new Gantt charts. In turn, the Gantt chart tasks can be pushed to install tasks for technicians in Mobile Install, creating a workflow process that is highly efficient and reduces the risk of oversights in the project management process. On the sales side, SI v.14 has added more CRM-like functionality, including the ability to track lead source and assign close probability to sales statuses, enabling sales forecasts and pipeline projections. Executives will relish the enhanced business intelligence (BI) engine that provides deeper analysis and more meaningful KPI reporting.”
D-Tools System Integrator (SI) is an end-to-end software solution that substantially improves operating efficiencies by streamlining the entire project workflow – from estimating, through system design and documentation, procurement, project management, installation, and on-going service, all through a data-driven process that leverages an extensive, integrated product library.
The latest release, SI version 14, provides new performance-enhancing features that include:
- Gantt Charts
A Gantt chart is the optimal tool for project planning and implementation. Create and view tasks and milestones by phase, system and/or location, assign responsible parties, set start and end dates, and identify dependencies. As a data-driven solution, Gantt chart tasks can be virtually instantaneously assigned to the appropriate resource and scheduled for completion.
- Customizable Checklists
Create customized and reusable checklists that can be attached to projects, tasks, and service orders. Common use cases might include project punch lists, or creating a list of tasks and subtasks associated with the completion of specific project types. To expedite Gantt chart development, these templates comprised of tasks and subtasks may serve as inputs to a project Gantt chart.
- New Business Intelligence Reporting
New and expanded capabilities enable SI users to build queries across projects, clients, purchase orders, tasks, service orders, and service plans. Results, displayed in either list view or graphical form, enable deeper analysis and reporting on key performance indicators (KPIs).
- Bulk Purchase Order Creation
To save time, SI users have the ability to create purchase orders for multiple vendors and multiple projects in batch. Common use cases will include ordering items by phase, location and/or system.
- Updated UI
New icons and re-designed ribbons improve the user experience throughout the application.
D-Tools will host a free, “What’s New in System Integrator v14” webinar taking place Thursday, August 20, from 10:00 a.m. – 11:30 a.m. Pacific. Those interested and seeing live demonstrations of the latest enhancements and capabilities to SI, followed by a Q&A session, can register here: https://register.gotowebinar.com/register/1649156799537490190.
After seeing a preview of SI v14 during InfoComm 2020 Connected last month, the solution was named a Sound & Video Contractor 2020 Best of InfoComm Winner, judged by a panel of CTS-certified judges, and won a Commercial Integrator 2020 BEST Award in the Project Management & Design Software category. Winners of the CI Awards were chosen by a panel of industry experts, integrators, and the editors of the publication based on criteria that included innovation, functionality, competitive advantages, and benefits to integrators and installers.
To see how D-Tools System Integrator can deliver profound visibility and results, sign up now for a free, personal online tour by visiting http://d-tools.com/live-demo-webinar/. A free 30-day trial of D-Tools can also be downloaded anytime at http://d-tools.com/hosted-free-trial-signup/.
About D-Tools, Inc.
D-Tools is a worldwide leader in accessible, highly accurate business software that caters to the unique and diverse needs of systems design and installation firms. The company’s on-premises software, System Integrator™ (SI), and cloud-based platform, D-Tools Cloud, are robust solutions that help manage all aspects of an integrator’s business, including sales, comprehensive system design, project documentation, procurement, and project management. Today, nearly 7,000 companies in over 90 countries use D-Tools’ award-winning software to streamline business processes, leading to improved operational efficiencies and increased profitability.
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Tim Bigoness, D-Tools, (925) 270-4102, [email protected]
Katye (McGregor) Bennett, KMB Communications, (425) 328-8640, [email protected]
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