Introduction
Due to PTC’s rapid growth and continued success
within the marketplace it has become necessary to evolve our Business Administration
Systems to a level that will support our future business needs. The new infrastructure, in
combination with PTC’s process re-engineering, will enhance the order management
process, provide a single organization to focus on software installations and
reconfigurations, and enable us to increase the level of service offered to our customers.
Customer Benefits from the New System
PTC’s new Business Administration System provides
technology that expands our administrative capabilities, allowing us to enhance the
quality of customer services. Some of the benefits of this new system include:
- Reduction in order processing time
- Improved storage and management of customer account
information, including multiple addresses and contacts
- Improved accuracy of customer installed base information
and licensing
- Support for the implementation of an improved license
management software (FLEXlm)
How Does PTC’s New Business
Administration System Effect You?
PTC has made significant improvements in a number of
areas including order management, product distribution, and license management. Each
section of this document gives details of the changes in the process. Some of the major
changes include:
- The order fulfillment process has been improved to
separate license configuration from order entry. Software configuration has been removed
from the order management process, streamlining PTC’s ability to quickly process and
ship orders. Refer to the Order Fulfillment section.
- PTC knows that customers often purchase products well in
advance of the planned use of those products. In order to support this buying pattern, ALL
software and hardware configurations and reconfigurations will be managed by the License
Management organization. For new orders, this will occur POST-shipment. Refer to the License Management sections.
- The new Business Administration System will introduce the
use of Configuration IDs to track your software. Installation (install) numbers will no
longer be used. Configuration IDs offers customers a number of key advantages over
installation numbers. Refer to the Configuration ID section.
- PTC will introduce the use of maintenance entities
for grouping and quoting maintenance. Site numbers will no longer be used for this
purpose. Maintenance entities allow for greater flexibility and accurate quoting. Refer to the Maintenance Management section.