1. April 4-5, 2018 The Four Seasons Baltimore
Using Alliance by Protech to the Fullest With New Business Management Tools
Presented By:
Dave Perron, Sales Engineer
April 4-5, The Four Seasons Baltimore
"Most Likely to Succeed"

2. New Tools, New Solutions
Business Process Flows
Real-Time Workflows
Goals
Business Rules
"Most Likely to Succeed"

3. Business Process Flows
"Most Likely to Succeed"

4. Grouping of Stages and Steps used to assist in completing a process
Decreases data errors
Decrease jumping from entity to entity
Track process progress
Assist in new user onboarding
BPF Notes
Can limit users to complete steps in order or skip around
Available for OOTB entities and your own custom entities
One entity can have multiple BPFs to choose from
Can be used in combination with workflows to increase usefulness
Access can be limited by security roles

5. Examples New Account/Contact Creation and Membership Tracking
Meeting, Registration and Session Walkthrough
Benefit and Rate Setup Walkthrough
Lead and Opportunity Sales Processes
"Most Likely to Succeed"

6. Real-Time Workflows
"Most Likely to Succeed"

7. A synchronous version of the standard asynchronous workflow
Reliable data validation
Instant confirmations
Capture data before the form is saved
Enforce business process flow commands
RTW Notes
Currently runs before Plugins run
Any workflow can be converted to a RTW and then back again
Can be triggered “On Demand” without the usual wait times

8. Examples Automatically create meeting and registration records
Populate a form with default values based on another field
Auto-numbering based on custom entity values
Generate a follow up activity/ instantly
Display a validation alert to staff during data entry
"Most Likely to Succeed"

9. LIVE DEMO!
"Most Likely to Succeed"

10. Goals and Goal Tracking
"Most Likely to Succeed"

11. Business Rules Rule!
"Most Likely to Succeed"

12. Apply logic to entity forms without the use of JavaScript code or plug-ins
Instant validation rules w/ error messages
Dynamic data population based on field values or calculations
Dynamically hide or show fields
Save time with form defaults
Business Rule Notes
Can be applied to a specific form
Works with mobile forms
Are NOT executed during imports
BRs are run in the order they are activated
Each BR runs on a single entity
BRs are RULES, there is no override if you need to break a rule
"Most Likely to Succeed"

13. Examples Automatically populate a Batch’s Company (if single Company)
Hide/Show fields or sections based on membership status
Calculate dues based on a number of field variables (volume or factor based dues)
"Most Likely to Succeed"

14. LIVE DEMO!
"Most Likely to Succeed"

15. Contact US
"Most Likely to Succeed"