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Vineyardsoft CorporationPresents:

“Anyone who needs to know something now has no excuse not to know.”

Neil Montgomery, “Eyes Everywhere”ComputerWorld Magazine

www.sageknowledgesync.com

Sage KnowledgeSync“Alerts on Steroids”

http://www.sageknowledgesync.com/

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About Us . . .

Who is Vineyardsoft?

We are the developer of Sage KnowledgeSync. Our history:

-- Started in 1999-- Over 5,000 clients

Our History:

-- Sage Software “Endorsed Partner” for Alerts & Workflow-- TMCLabs “Editor’s Choice”-- ISV of the Year-- Partner’s Choice Award-- VARBusiness Five-Star Award

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An application that automatically monitors business activities or transactions in order to provide employees with time-sensitive insight, helping them perform their tasks more efficiently and intelligently .

Sage KnowledgeSync uses a rules-based engine to perform advanced data analysis and execute pre-determined procedural workflow as response actions.

The result is that organizations increase their daily operational efficiency, improve their management of transactional “exceptions”, and reduce “data latency”.

Sage KnowledgeSync is . . .

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Four components:

-- Data Mining (Business Intelligence)-- Alerts-- Form, Document, & Report Distribution-- Workflow

Clients use it to:

• Monitor business data and . . .

• Trigger Alerts (page a technician)• Generate & Deliver Forms (send a client an invoice)• Trigger & Distribute Reports (send a forecast rpt to a manager)• Trigger Task Creation (schedule a follow-up phone call)• Integrate Application Data (create an order from a closed sale)• Process Incoming Email (create a support ticket)

Sage KnowledgeSync consists of . . .

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DatabaseMonitoring

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Sage KnowledgeSync identifies conditions such as . . .

Overdue receivables (re-send invoice or dunning notice)

Suppliers with perpetually late deliveries

Terms discounts that are about to expire

Inventory stock approaching re-order level

Receipts against purchase order lines

Orders with unapproved discounts

Overstocks for products that need to be sold or written off

Clients whose monthly sales dropped by at least ‘x’ percent (trend analysis)

Clients put on / taken off credit hold

Clients on credit hold who have open sales opportunities in a CRM system

Financial Conditions

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Sage KnowledgeSync monitors manufacturing . . .

Project delays

Cost overruns (or potential cost overruns)

Order configuration errors (missing components, duplicate orders, etc.)

Product price & cost errors, gross margin too low

RMA alerts; reported defects; late shipments or deliveries

Customers who have not ordered within ‘x’ days

Changes to project start or estimated completion dates

Tasks requiring review or approval

Special pricing begins or ends within ‘x days

Purchase Order receipts against backordered line items

Manufacturing Processes

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Sage KnowledgeSync tracks your assets for . . .

Leases about to expire

Assets due for maintenance

Abnormal service record (more than ‘x’ service calls)

Excessive cost increases in Service plans

Missing parts (theft)

Assets that are due to be received within ‘x’ days

Asset ownership changes

Amortization and depreciation errors

Assets that are due to be written off

Asset repairs that are overdue for delivery

Asset / Equipment Tracking

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(Link)E-MailMonitoring

DatabaseMonitoring

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Sage KnowledgeSync monitors and auto-processes incoming email, such as . . .

Email messages sent to generic account such as “info” or “sales”

Support-related emails – auto-creating support tickets in an underlying application

Emails that are from existing clients, partners or vendors – matching the sender of the email with the corresponding contact record in your CRM or Financial application

Emails that are from new clients – automatically creating the appropriate account and/or contact records in your CRM or Finance databases

Website requests for information, automatically sending back the requested materials

Website form registrations, automatically updating your applications with the details of who signed up for what

Web form content, automatically sending a receipt confirmation back to the person who filled out the form, and notifying your staff about that visitor

Email Monitoring

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Cross-AppMonitoringE-Mail

MonitoringDatabase

Monitoring

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Uncompleted activitiesChanges to sales opportunitiesDips in a salesrep’s pipelineProspects not contacted in ‘x’ daysLimited-time specialsChanges in buying habitsSalesreps who don’t synchOverloaded support repsRepeat buying incentivesLeads not followed-up on

Clients put on/off credit holdOverdue receivables/dunning noticesSending order confirmationsStock that is nearing its re-order levelDelayed order/part shipmentAuto-gen picking listsOrders with un-approved discountsEarly payment discountsMatch incoming stock with backordersTime-sensitive stock

KnowledgeSync can combine data from multiple applications and analyze it jointly, such as calculating whether a new lead in a CRM application

would put a client over their credit limit in their financial application.

CRM Finance

Cross-Application Analysis (I)

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. . . Or looking for manufacturing jobs due to start today for clients who haven’t been contacted in

over 30 days by their salesrep.

CRMMRP

Cross-Application Analysis (II)

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Or even combining Email and ERP data to see if any newly-received email messages are from clients who have overdue invoices

in the ERP database.

FinanceEmail

Cross-Application Analysis (III)

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DeliveryMonitoring


MonitoringDatabase

Monitoring

O/SMonitoring

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TriggeredAlerts

DeliveryMonitoring


MonitoringDatabase

Monitoring

O/SMonitoring

Email Cell Phone

Pager/PDA Fax

Screen Pop Web

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Email WebFTP

TriggeredReports

TriggeredAlerts

DeliveryMonitoring


MonitoringDatabase

Monitoring

O/SMonitoring

Email Cell Phone

Pager/PDA Fax

Screen Pop Web

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KnowledgeSync generates & delivers Forms, Documents, and Reports either as scheduled, or based on business conditions, such as . . .

Delivering Invoices for newly-created orders

Sending out monthly customer statements

Generating Picking tickets / Picking lists

Producing daily, weekly, or monthly reports, such as Stock Status or A/R Aging reports

Auto-sending dunning notices for clients who are behind on their payments

Delivering work orders for mobile service technicians

Generating purchase orders for items nearing their re-order level

Reporting on leases and contracts about to expire

Sending out thank-you letters, surveys, birthday greetings, etc.

Enabling customer self-service reports

Form, Document, & Rpt Generation

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TriggeredUpdates

API ToolsetEmail WebFTP

TriggeredReports

Email Cell Phone

Pager/PDA Fax

Screen Pop Web

TriggeredAlerts

DeliveryMonitoring


MonitoringDatabase

Monitoring

O/SMonitoring

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KnowledgeSync can auto-update your applications, such as . . .

Creating a scheduled follow-up call after an order is placed

Copying order details from an ERP system to a CRM system

Updating the status of an “approved” request

Re-assigning a project that has reached a certain stage

Updating a client’s history with the details of an overdue invoice

Exporting financial data to a spreadsheet, Access database, or external file

Updating a client’s records with the details of a received email message

Creating a new client record based on a web inquiry or order

Auto-placing a client on Hold based on overdue receivables

Synchronizing data between multiple applications

Triggered Data Updates

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Alert Events for:

CRM:

Sage CRM SalesLogixSage CRMACT! by Sage SoftwareMicrosoft Dynamics CRMMaximizerSalesforce.comGoldMineProtrak

Finance & MRP/ERP:

Microsoft Dynamics GPMicrosoft Dynamics AXMicrosoft Dynamics SLSage 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 yourown events for any other applicationsthat use an ODBC-compliant database.

Pre-Configured “Events”

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KnowledgeSync Enterprise Alerts $1,799 $399

Sends alerts about any conditions via any device;

Add Forms, Documents, Reports $499 $99Add Data Updates $999 $199

Monitor an Additional Application $1,995 $399

(Or monitor incoming email or the Operating System)

Monitor Unlimited Applications $8,695 $1,700

Includes all functionality plus the ability to monitorthe Operating System & Incoming Email

Licensing Options

License M&S

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One solution for all your applications

One Technology; focused development

One Consistent Interface

Cross-Application capability

Includes Email & OS monitoring

Scalable & Reliable

An Enterprise-Wide Solution

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-- Less information; more knowledge. Spend less time asking for, producing, and reviewing information. Automatically get only what you need to make theappropriate decisions.

-- Faster response. Reduce data latency; beat the other guy to the punch.

-- Fewer omissions & errors.

-- Automate repetitive tasks. Leverage “human time” and use it for those tasksthat really need it.

-- Expand internal awareness. Reduce the errors that occur thru departmentalizedbusiness intelligence.

-- Increase your customers’ awareness of you.

Return On Investment