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Alerts and Critical Business Notifications “Anyone who needs to know something now has no excuse not to know.” Neil Montgomery, “Eyes Everywhere” ComputerWorld.

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Presentation on theme: "Alerts and Critical Business Notifications “Anyone who needs to know something now has no excuse not to know.” Neil Montgomery, “Eyes Everywhere” ComputerWorld."— Presentation transcript:

1 Alerts and Critical Business Notifications “Anyone who needs to know something now has no excuse not to know.” Neil Montgomery, “Eyes Everywhere” ComputerWorld Magazine Vineyardsoft Corporation

2 Identify Notify Update Vineyardsoft Corporation

3 Problem: Vast quantities of business data make it impossible to identify and act on information in a timely manner. Vineyardsoft Corporation

4 Problem: Vast quantities of business data make it impossible to identify and act on information in a timely manner.. Challenge: Insufficient resources to raise corporate awareness. By the time important information is identified and acted upon, it is often too late or too old to be of use. Vineyardsoft Corporation

5 Problem: Vast quantities of business data make it impossible to identify and act on information in a timely manner.. Challenge: Insufficient resources to raise corporate awareness. By the time important information is identified and acted upon, it is often too late or too old to be of use. Answer: “Business Activity Monitoring” software. A ‘BAM’ application identifies, delivers, and acts on critical business information in a timely fashion.

6 Old School : “What can I be reminded about?” New School : “What business information should we monitor and how do we need to act on it?” Alerts... On Steroids If a client drops monthly purchases by 25% alert the salesrep. If a client has overdue invoices re-send them Monday at 9 AM. If a delivery gets delayed the client. If an order discount is over 15% page me. If a prospect has not been reached in 30 days schedule a call today. If a deal in CRM is for a client on hold in Finance alert the CFO. If a rep’s forecast varies from actual by > 25% send a forecast rpt to their mgr

7 New Order Placed Overdue Invoice Prospect Not Contacted Question from Client Sign-Up on Website Project Running Over Budget Full MS Outlook Mailbox You identify the business conditions (“events”) that should trigger an automated response. How BAM Works:

8 You tell the BAM engine to periodically check for these conditions. BAM Monitoring Engine You identify the business conditions (“events”) that should trigger an automated response. How BAM Works: New Order Placed Overdue Invoice Prospect Not Contacted Question from Client Sign-Up on Website Project Running Over Budget Full MS Outlook Mailbox

9 (And when these conditions occur) Alerts are sent to: Employees Customers Prospects Partners / Suppliers You tell the BAM engine to periodically check for these conditions. You identify the business conditions (“events”) that should trigger an automated response. How BAM Works: New Order Placed Overdue Invoice Prospect Not Contacted Question from Client Sign-Up on Website Project Running Over Budget Full MS Outlook Mailbox BAM Monitoring Engine

10 (Optionally with) Forms Documents Reports (And when these conditions occur) You tell the BAM engine to periodically check for these conditions. You identify the business conditions (“events”) that should trigger an automated response. How BAM Works: New Order Placed Overdue Invoice Prospect Not Contacted Question from Client Sign-Up on Website Project Running Over Budget Full MS Outlook Mailbox Alerts are sent to: Employees Customers Prospects Partners / Suppliers BAM Monitoring Engine

11 And can trigger Workflow to: - Schedule activities - Update client history - Add database records - Synchronize data - Execute custom programs (And when these conditions occur) You tell the BAM engine to periodically check for these conditions. You identify the business conditions (“events”) that should trigger an automated response. How BAM Works: (Optionally with) Forms Documents Reports New Order Placed Overdue Invoice Prospect Not Contacted Question from Client Sign-Up on Website Project Running Over Budget Full MS Outlook Mailbox Alerts are sent to: Employees Customers Prospects Partners / Suppliers BAM Monitoring Engine

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13 Database Monitoring

14 Monitoring Database Monitoring

15 Cross-App Monitoring Monitoring Database Monitoring

16 Cross-App Monitoring Monitoring Database Monitoring O/S Monitoring

17 Delivery Monitoring Cross-App Monitoring Monitoring Database Monitoring O/S Monitoring

18 Fax Cell Phone Pager Web Screen Pop Triggered Alerts Delivery Monitoring Cross-App Monitoring Monitoring Database Monitoring O/S Monitoring

19 Web FTP Triggered Reports Fax Cell Phone Pager Web Screen Pop Triggered Alerts Delivery Monitoring Cross-App Monitoring Monitoring Database Monitoring O/S Monitoring

20 Triggered Updates API Toolset Web FTP Triggered Reports Fax Cell Phone Pager Web Screen Pop Triggered Alerts Delivery Monitoring Cross-App Monitoring Monitoring Database Monitoring O/S Monitoring

21 Business Condition KnowledgeSync Action Business Benefit Prospect not contacted in 14 days alert to salesrep & schedule follow-up(Sale is not lost!) Inventory item nearing re-order level Auto-submit PO to vendor(Out-of-stock condition averted) Invoice over 90 days overdue invoice copy to client(Avoid uncollected debt) Blanket PO has quantity changed Page purchasing manager (Un-approved changes eliminated) Biggest client’s monthly sales drops 30% sales rpt to account manager(Identify dissatisfied clients) New order placed for customer Fax order confirmation to client(Manual task eliminated) Customer changes order quantity Text msg shipping supervisor(Return shipment avoided) Finance places client on credit hold Send pop-up message to salesrep(Sale to deadbeat client prevented) Office machine lease about to expire Post web-alert for Purchasing dept(Equipment downtime avoided) New customer added to contact database Copy data to financial database(Manual entry eliminated) Support question received by Auto-add request to help desk system( “black hole” avoided) Too many support calls assigned to rep “Jarvis” Page support manager(Call backlog / burn-out averted) Special pricing about to end reminder to current clients(Increased in sales) MS Outlook mailbox is full Page IT manager( messages not lost) Projects running over budget project status report to CFO(Project resources re-allocated) Request for info logged into website info to prospect / schedule phone call(Manual task averted) Item needed for repair is delayed Page field technician (Unnecessary trip averted)

22 Benefits: Knowledge –Dynamic – real-time –Delivered; not requested –BI-strength analysis –Relevant content –“Intelligent” recipients –Anytime / anywhere / any device Efficiency Reduced data latency Reduced dependency on human memory Reduced errors & improved organizational consistency Enterprise-level analysis & single-source administration

23 Over 4,000 KnowledgeSync clients. (More than all other BAM software vendors combined) Winner of TMCLabs’ “Editor’s Choice” award. The only Sage Software “Endorsed Solution” for Alerting and Workflow “Partner’s Choice” & “ISV of the Year” award winner. 8+ years of on-going technological achievements Profiled in ComputerWorld magazine. Over 700 certified resellers worldwide. Awarded VarBusiness’ “5 Star” Partner Program award. Vineyardsoft Corporation

24 Pre-Configured Events for: CRM: Sage CRM SalesLogix Sage CRM ACT! by Sage Software Maximizer Protrak Finance & MRP/ERP: Sage MAS90 Sage MAS200 Sage MAS500 Sage PFW Sage Accpac ERP Sage Pro ERP Sage BusinessWorks Sage Timberline Office Sage Peachtree Exonet Exact Macola Progression Exact Macola ES Exact Globe Exact MAX Quote, Doc, & RFP Mgmt: QuoteWerks QwikQuote Sant Pragmatech Altec Docuware Other: Exact e-Synergy HEAT SupportDesk GoalCentrix TimeLinx Sage FAS TrackIt Microsoft Project Operating System... And you can easily create your own events for any other applications that use an ODBC-compliant database. Vineyardsoft Corporation

25 "KnowledgeSync is our 'invisible worker'... we were able to implement it easily and get our return on investment almost immediately." (Administaff) “The simple, easy alerts from KnowledgeSync are very well received. We’ve saved a lot of advertisers from going inactive and that translates into revenue.” (The Seattle Times) "KnowledgeSync releases our managers from the tedium of reviewing daily reports searching for anomalies. We anticipate instead of react.” (SoftwareSource) "With KnowledgeSync, we have effectively bridged the gap between disordered enterprise data and valuable business intelligence." (Davidson Oil) "KnowledgeSync saves us the time and effort of manually checking to see if certain activities have or have not happened.” (Infinite Media) "KnowledgeSync can provide the means to make many areas of an enterprise run more efficiently, and therefore is deserving of an Editor's Choice award.“ (TMCLabs)

26 Thank you for your interest in Sage KnowledgeSync! Vineyardsoft Corporation Identify Notify Update


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