PORTWARE Virtual Colleagues

2:46 PORTWARE Intro Film · Part 1 Monday morning at a robot maker, PORTWARE, the industries, 76 apps and the language of the screens. The full film is on our YouTube channel. 2:43 PORTWARE CRM From first contact to a signed order: pipeline, forgotten-deal badge, a probability that says why, activities, letterhead quotation, CRM dashboard and reports. 1:49 PORTWARE Dealer Channel and CRM Setup Your dealers in the same system: dealer opportunities and requests, dealers, CRM settings, teams, activity types and plans, stages, tags, lost reasons, lead mining. 2:56 PORTWARE Sales From quotation to signed order: margin warning, currency conversion, letterhead PDF, signing on the portal, orders to invoice, price lists, reports and the Cowork morning brief. 1:18 PORTWARE Sales Setup Your rules are set once: sales settings, quotation templates and covers, combos, product tags, dealer price requests and dealer levels. 2:37 PORTWARE Purchasing Compare vendors by price and lead time and see the price history: requests for quotation, price comparison, currency conversion, receipts, budget control. 2:42 PORTWARE Inventory From the inventory cockpit to lot tracing: overview, transfers, counts, replenishment, product forecast, lots and packages, demand estimates, stock reports. 2:03 PORTWARE Warehouse Setup A warehouse set up right once: warehouses, operation types, locations, routes, rules, categories, units, barcodes and delivery. 2:58 PORTWARE Manufacturing From BoM to work order: product card, BoM and routing, multi-level MRP, manufacturing and work orders, order overview, scrap, effectiveness. 3:00 PORTWARE Finance Management Before month-end: scorecard, financial statements, budget grid, 13-week cash, OKR and the finance school. 3:02 PORTWARE Project From projects to the Gantt, from the occupancy warning to planning on the calendar: the planning pages of PORTWARE Project, on a real project week. 2:06 PORTWARE Software Development From task to requirement, from code to test: browse the code, compare versions; requirements, test cases and GitHub repositories in one place. 2:23 PORTWARE Project Reports Flow overview, portfolio, health, cycle time, cumulative flow, velocity, release progress, customer satisfaction and assistant jobs: seventeen reports on real data. 1:38 PORTWARE Project Setup Project settings, stages, tags, roles, activity types and plans, project templates: your rules are set once. 2:44 PORTWARE PLM · Parts and CAD Every part with its revision and history: engineering parts, CAD in the browser, documents, boxes, bills of materials and PLM activities. 2:07 PORTWARE PLM · Change Management From request to order, from signature to baseline: change requests with impact analysis, change orders, effectivity, deviations, supplier shares and electronic signatures. 3:04 PORTWARE PLM · Electronics and Setup Electronic components, approved manufacturers, ECAD documents, materials, treatments, boards, conversion and multi-site sync. 3:30 PORTWARE PLM Process · A Robot’s Journey What PLM is and how it is used: a robot arm from a crack in the field to a new revision -- breakage record, BoM, CAD, change request with impact analysis, signed board decision, revision, supplier share, electronics, production and baseline. 3:58 PORTWARE Quality From a field return to a lasting fix: nonconformities and 8D, inspections and the defect Pareto, calibration, incoming inspection, triggers, customer part approval and the analyses. 3:23 PORTWARE Field Service From a maintenance contract to a signed work order: recurring orders, work orders, routes, team and equipment dashboards, analytics and reports. 3:40 PORTWARE Field Service · Setup Customers and sites, equipment, technicians and their skills, vehicles, routes, delivery windows, holidays, job templates and the rules of maintenance contracts. 3:33 PORTWARE Cowork A colleague that acts with your approval: quotation summary, step-by-step approval and undo, Excel, morning briefing, background analysis, company memory, meeting minutes and the change log, in real answers. 2:55 PORTWARE Cowork Administration Running Cowork: health, analytics, the spend dashboard and invoice reconciliation, Claude, ChatGPT and Cursor connected over MCP with your rights, approvals, tool policies and custom tools. 2:54 PORTWARE Office Quotation in Word, budget in Excel, specification in PDF; every version compared cell by cell, a record printed as a filled PDF from a template. With PORTWARE Office documents live inside the record. 2:22 PORTWARE Office · SODRAW The diagram inside the document: SODRAW works in Word, Excel, PowerPoint and PORTWARE HTML Doc; a double click opens it again, each save is a new version. In the film, the flow of an engineering change is drawn inside a Word notice. 2:03 PORTWARE Office · Cowork AI Cowork stands beside the document: it summarises the Word quotation, edits it with your approval and marks the change in place; it works on Excel cells, slides and PDF specifications too. 2:24 PORTWARE HTML Document A new document inside the order: it starts from one of 161 templates, fills with slash commands and ready blocks, tracks its open items stage by stage and is designed as an A4 page. All in the browser. 2:16 PORTWARE HTML Document · Part 2 Deniz finishes Elif's commissioning plan: Cowork edits it on approval, SODRAW draws inside the document and the drawing is edited again; version history keeps every change with its difference; the document leaves as HTML source, PDF and Word.