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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 Magazine. Vineyardsoft Corporation www.sageknowledgesync.com. Identify. Notify. Update. Vineyardsoft Corporation - PowerPoint PPT Presentation
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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 Magazine
Vineyardsoft Corporation
www.sageknowledgesync.com
IdentifyIdentify
NotifyNotify
UpdateUpdate
Vineyardsoft Corporation
www.sageknowledgesync.com
Problem: Vast quantities of business data make it
impossible to identify and act on information in a
timely manner.
Vineyardsoft Corporation
www.sageknowledgesync.com
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
www.sageknowledgesync.com
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.
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . email 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
New Order PlacedOverdue Invoice
Prospect Not ContactedEmail Question from Client
Sign-Up on WebsiteProject Running Over Budget
Full MS Outlook Mailbox
You identify the business conditions (“events”) that should trigger an
automated response.
How BAM Works:
You tell the BAM engineto periodically check for
these conditions.
BAM MonitoringEngine
You identify the business conditions (“events”) that should trigger an
automated response.
How BAM Works:
New Order PlacedOverdue Invoice
Prospect Not ContactedEmail Question from Client
Sign-Up on WebsiteProject Running Over Budget
Full MS Outlook Mailbox
(And when these conditions occur)
Alerts are sent to:
• Employees• Customers• Prospects• Partners / Suppliers
You tell the BAM engineto periodically check for
these conditions.
You identify the business conditions (“events”) that should trigger an
automated response.
How BAM Works:
New Order PlacedOverdue Invoice
Prospect Not ContactedEmail Question from Client
Sign-Up on WebsiteProject Running Over Budget
Full MS Outlook Mailbox
BAM MonitoringEngine
(Optionally with)
FormsDocuments
Reports
(And when these conditions occur)
You tell the BAM engineto periodically check for
these conditions.
You identify the business conditions (“events”) that should trigger an
automated response.
How BAM Works:
New Order PlacedOverdue Invoice
Prospect Not ContactedEmail Question from Client
Sign-Up on WebsiteProject Running Over Budget
Full MS Outlook MailboxAlerts are sent to:
• Employees• Customers• Prospects• Partners / Suppliers
BAM MonitoringEngine
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 engineto periodically check for
these conditions.
You identify the business conditions (“events”) that should trigger an
automated response.
How BAM Works:
(Optionally with)
FormsDocuments
ReportsNew Order PlacedOverdue Invoice
Prospect Not ContactedEmail Question from Client
Sign-Up on WebsiteProject Running Over Budget
Full MS Outlook MailboxAlerts are sent to:
• Employees• Customers• Prospects• Partners / Suppliers
BAM MonitoringEngine
DatabaseMonitoring
E-MailMonitoring
DatabaseMonitoring
Cross-AppMonitoring
E-MailMonitoring
DatabaseMonitoring
Cross-AppMonitoring
E-MailMonitoring
DatabaseMonitoring
O/SMonitoring
DeliveryMonitoring
Cross-AppMonitoring
E-MailMonitoring
DatabaseMonitoring
O/SMonitoring
Email Fax Cell Phone
Pager Web Screen Pop
TriggeredAlerts
DeliveryMonitoring
Cross-AppMonitoring
E-MailMonitoring
DatabaseMonitoring
O/SMonitoring
Email Web
FTP
TriggeredReports
Email Fax Cell Phone
Pager Web Screen Pop
TriggeredAlerts
DeliveryMonitoring
Cross-AppMonitoring
E-MailMonitoring
DatabaseMonitoring
O/SMonitoring
TriggeredUpdates
API ToolsetEmail Web
FTP
TriggeredReports
Email Fax Cell Phone
Pager Web Screen Pop
TriggeredAlerts
DeliveryMonitoring
Cross-AppMonitoring
E-MailMonitoring
DatabaseMonitoring
O/SMonitoring
Business Condition KnowledgeSync Action Business Benefit
Prospect not contacted in 14 days Email 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 Email 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% Email 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 email Auto-add request to help desk system (Email “black hole” avoided)
Too many support calls assigned to rep “Jarvis” Page support manager (Call backlog / burn-out averted)
Special pricing about to end Email reminder to current clients (Increased in sales)
MS Outlook mailbox is full Page IT manager (Email messages not lost)
Projects running over budget Email project status report to CFO (Project resources re-allocated)
Request for info logged into website Email info to prospect / schedule phone call (Manual task averted)
Item needed for repair is delayed Page field technician (Unnecessary trip averted)
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
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 technologicalachievements
Profiled in ComputerWorldmagazine.
Over 700 certified resellersworldwide.
Awarded VarBusiness’“5 Star” Partner Program
award.
Vineyardsoft Corporation
www.sageknowledgesync.com
Pre-Configured Events for:
CRM:
Sage CRM SalesLogixSage CRMACT! by Sage SoftwareMaximizerProtrak
Finance & MRP/ERP:
Sage MAS90Sage MAS200Sage MAS500Sage PFWSage Accpac ERPSage Pro ERPSage BusinessWorksSage Timberline OfficeSage PeachtreeExonetExact Macola ProgressionExact Macola ESExact GlobeExact MAX
Quote, Doc, & RFP Mgmt:
QuoteWerksQwikQuoteSantPragmatechAltecDocuware
Other:
Exact e-SynergyHEATSupportDeskGoalCentrixTimeLinxSage FASTrackItMicrosoft ProjectOperating System
. . . And you can easily create your. . . And you can easily create yourown events for any other applicationsown events for any other applicationsthat use an ODBC-compliant database. that use an ODBC-compliant database.
Vineyardsoft Corporation
www.sageknowledgesync.com
"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)
Thank you for your interest in Sage KnowledgeSync!
Vineyardsoft Corporation800-850-8055
www.sageknowledgesync.comsales@sageknowledgesync.com
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