Presentation on theme: "Www.orbis-software.com taskcentre James Cooper System overview and roadmap update Sage systems FOR."— Presentation transcript:
taskcentre James Cooper System overview and roadmap update Sage systems FOR
What is TaskCentre? Software that simplifies the automation of tasks
Using TaskCentre to overcome problems Overcoming problems
What sort of problems? Using TaskCentre to overcome problems
What sort of problems?
So, the problems are... Any time-draining, repetitive jobs humans do... or don’t get round to doing...or forget to do
Fixing the problems Automate things: »Generate s 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 = ?
We started building when...
We kept at it...
Orbis TaskCentre v4.5
Eyes & ears Brain Actions Communication I thought you ought to know that... Memory Orbis the robot Orbis the robot Image courtesy of
What Orbis really looks like...
How versatile are Orbis’s senses? Orbis can handle almost every structured data store there is
Send reminders Alert when finished goods are awaiting dispatch So what? Goods dispatched promptly Smoother operations Happier customers
Product low on stock So what? Reduce back-orders Happier customers Send instant alerts Avoid delays Improve ordering
When customer is put on credit stop So what? Send instant alerts Proactive response Avoid mistakes Better communication Reliable exception reporting
Automated reporting Sending internal reports regularly So what? Better management & control Team work Responsiveness
Automated reporting Sending update reports to customers So what? Customer satisfaction Communication Productivity
External communication Order acknowledgements, delivery ETAs, invoices, monthly statements, debt letters, service reminders, etc So what? Speed Labour saving Better communication
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
Workflow Automate chasing for answers So what? Speed Efficiency Convenience
Workflow Authorise things via and web So what? Speed Efficiency Convenience
Integration Integrating Sage with other systems So what? Up to date systems Higher productivity No re-keying Fewer errors
Integration Making integration affordable So what? Lower cost Rapid deployment Flexibility Easier ongoing maintenance
So what? Work is done well, on time, every time
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 when a sales order is processed Send when a sales order is received for a particular product Start workflow when a purchase order needs authorising
What’s new? Recently released Coming soon
Recently released 64 bit support incl. Windows Server 2008 R2 Windows 7 support SQL Server 2008 support incl. R2 Office 2010 support
Recently released Sage 1000 ERP & Line 500 Connector tool
Recently released Sage CRM Connector tool
Recently released SalesLogix Connector tool
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
Recently released File management tool
Recently released Watchdog monitoring Using a second computer as a watchdog that monitors TaskCentre’s operation to ensure maximum up-time
Roadmap Data transformation tool To format / re-structure data ready for loading into a target application
Roadmap SQL Server Reporting services compatibility
Web Service support which opens up....
Roadmap Sharepoint integration
Roadmap Real time integration with couriers via web services
Roadmap Address checking from postcode
Roadmap Web-shop integration with: Any many other eCommerce providers