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1 taskcentre James Cooper System overview and roadmap update Sage systems FOR

2 What is TaskCentre? Software that simplifies the automation of tasks

3 Using TaskCentre to overcome problems Overcoming problems

4 What sort of problems? Using TaskCentre to overcome problems

5 What sort of problems?

















22 So, the problems are... Any time-draining, repetitive jobs humans do... or don’t get round to doing...or forget to do

23 Fixing the problems Automate things: »Generate emails automatically »Automate reporting »Automate document production e.g. monthly statements »Start workflows automatically »Integrate systems Concerns –Skills required to automate tasks = ? –Time required to automate tasks = ?

24 Solution

25 We started building when...

26 We kept at it...

27 The result...

28 Orbis TaskCentre v4.5

29 Eyes & ears Brain Actions Communication I thought you ought to know that... Memory Orbis the robot Orbis the robot Image courtesy of

30 What Orbis really looks like...

31 How versatile are Orbis’s senses? Orbis can handle almost every structured data store there is

32 Proof

33 Automation arc

34 Send reminders Alert when finished goods are awaiting dispatch So what? Goods dispatched promptly Smoother operations Happier customers

35 Product low on stock So what? Reduce back-orders Happier customers Send instant alerts Avoid delays Improve ordering

36 When customer is put on credit stop So what? Send instant alerts Proactive response Avoid mistakes Better communication Reliable exception reporting

37 Automation arc

38 Automated reporting Sending internal reports regularly So what? Better management & control Team work Responsiveness

39 Automated reporting Sending update reports to customers So what? Customer satisfaction Communication Productivity

40 Automation arc

41 External communication Order acknowledgements, delivery ETAs, invoices, monthly statements, debt letters, service reminders, etc So what? Speed Labour saving Better communication

42 Send automated marketing eg when selling products with finite lifespans So what? Automate generation of sales opportunities Sell more Increase your value to customers External communication Retain customers

43 Automation arc

44 Workflow Automate chasing for answers So what? Speed Efficiency Convenience

45 Workflow Authorise things via email and web So what? Speed Efficiency Convenience

46 Automation arc

47 Integration Integrating Sage with other systems So what? Up to date systems Higher productivity No re-keying Fewer errors

48 Integration Making integration affordable So what? Lower cost Rapid deployment Flexibility Easier ongoing maintenance

49 Automation

50 So what? Work is done well, on time, every time

51 How difficult & time consuming is it to use? It’s easy to use It’s quick to set up How long for someone, who is NOT in the IT team, to.... Create an event driven task? eg Send order acknowledgement by email when a sales order is processed Send email when a sales order is received for a particular product Start workflow when a purchase order needs authorising

52 What’s new? Recently released Coming soon

53 Recently released 64 bit support incl. Windows Server 2008 R2 Windows 7 support SQL Server 2008 support incl. R2 Office 2010 support

54 Recently released Sage 1000 ERP & Line 500 Connector tool

55 Recently released Sage CRM Connector tool

56 Recently released SalesLogix Connector tool

57 Recently released XML handling including: –Generate XML files –Extract data from XML from files –Load data into a wide range of target applications Flat file handling including: –Extract data from csv / delimited / text files –Load data into a wide range of target applications

58 Recently released File management tool

59 Recently released Watchdog monitoring Using a second computer as a watchdog that monitors TaskCentre’s operation to ensure maximum up-time

60 Coming soon

61 Roadmap Data transformation tool To format / re-structure data ready for loading into a target application

62 Roadmap SQL Server Reporting services compatibility

63 Web Service support which opens up....

64 Roadmap Sharepoint integration

65 Roadmap Real time integration with couriers via web services

66 Roadmap Address checking from postcode

67 Roadmap Web-shop integration with: Any many other eCommerce providers

68 Roadmap E-mail marketing services integration including:

69 Roadmap Currency conversion in real time including with:

70 Roadmap Government Gateway integration including for: VAT Returns EU sales info returns P45’s / P46’s

71 Roadmap RSS feeds RSS

72 Roadmap Regular, automated credit checking of your customers

73 Roadmap Two-way integration with Sage apps via Sage Data aka Sdata

74 Roadmap Integration with many other web services (SOAP & REST)

75 Who else agrees that TaskCentre can fix it?

76 Bob? But definitely...

77 Over 4,000 customers Ranging from large organisations To smaller ones Recent:

78 What our customers say

79 Sarah Wylde, Operations Manager TaskCentre... Is phenomenal Has automated almost all of our processes Helps us compete by keeping down the cost of processing and fulfilling every order

80 Jamie Hughes, Managing Director TaskCentre... Eradicates hours of repetitive administration Improved our customer retention rates Gave an immediate ROI

81 Peter Bromley, General Manager TaskCentre... Ensures we always have up-to-date info in a way that was previously impossible for us

82 Jonathan Richards, IT Manager TaskCentre... Is a mission critical system for us Automates over 400 processes Communicates with 100’s of customers every day

83 Jonathan Hinchcliffe, IT Manager TaskCentre... Is like having an extra person in the office

84 Tom Dalton, General Manager TaskCentre... Automatically sends emails to managers Significantly improves productivity Continues to be an excellent investment Is like a virtual employee

85 Justin Scott, Chairman TaskCentre... Is a time machine... it creates time for my team

86 Where could you use TaskCentre?

87 Recap

88 Orbis taskcentre James Cooper The end I’m happy to visit your company to discuss what TaskCentre could do for you. Your Sage BP can arrange this.

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