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Alerts & Workflow for Sage 100 ERPBusiness Activity Monitoring
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Technical Difficulties:Call: (805) 617-7000 (Option 1)
Start Time: 2:00 pm EST
Today’s Presenters
Howard Finestone
Don Farber, Vineyardsoft SoftwarePresident
Webinar Details
Overview Solutions
Topic: InstaDocs | Document Management Solution for Sage 100 ERP
Presented by
A Leading 3rd Party Solutions Provider for Sage 100
Date: February 25, 2015Time: 2:00 – 3:00pm ET
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Business Systems
Introduced in 1999; sold across Sage product lines
-- A Business Activity Monitoring (BAM) solution-- “A smoke detector for business data”-- Over 10,000 clients worldwide
Its History:
-- TMCLabs “Editor’s Choice”-- Sage OEM of the Year (3 years running)-- Partner’s Choice Award-- VARBusiness Five-Star Award-- Forbes’ “Top Productivity Enhancing Tool”
What Is Alerts & Workflow?
Monitor
Respond
Monitor
Respond
When Something Happens
Trigger an Automated Response
Monitor
Respond
When Something Happens(When an order is placed)
Trigger an Automated Response(Email a confirmation to the client)
Monitor
Respond
ERP DataCRM DataHRMS DataIncoming EmailOperating SystemOther/Home-Grown Data
Trigger an Automated Response
Monitor
Respond
Send an AlertDeliver a ReportGenerate a ChartSend a Relevant FormUpdate an ApplicationExecute a Custom Process
ERP DataCRM DataHRMS DataIncoming EmailOperating SystemOther/Home-Grown Data
Automate Your “If – Then”
“. . . If a customer is overdue . . . then re-send them their invoices.”
“. . . If a client has decreased their purchases . . . then notify their salesrep.”
“. . . If there are excessive discounts . . . then put the order on hold.”
“. . . If a lease is about to expire . . . then notify the vendor.”
“. . . If a PO is un-approved . . . then alert our CTO.“
“. . . If a supplier has raised their prices . . . then send a chart of the increases.”
“. . . If a shipment could fulfill backorders . . then deliver a report of those orders.”
“. . . If a potential sale is for an overdue client . . then notify the salesrep.”
“. . . If we have a new price list . . . then distribute it to all staff.”
Scenario:
• A customer has net 30 terms
• They have $30k over 45 days old, but …
… you don’t know it because you run your reports at month-end
• Mid-month you ship them a $25k order
• At month-end you discover the problem . . .
For Example: Bad Debt
“If only we had known!”
Cost of not knowing?
• Best case: Carrying $55k in A/R• Worst case: Writing off $55k when they close shop
To avoid bad debt, you would . . .
. . . auto-send the client their overdue invoices & statement
. . . auto-run & auto-deliver the A/R Aging report on this client
. . . auto-notify the account manager
. . . auto-notify your finance dept
. . . auto-place the client on credit hold
“I’m so gladI knew.”
The Solution that does this is:
Sage Alerts & Workflow
How To Avoid Bad Debt
Keeping On Top of Your Business:
The Challenges
Do you have enough time to run reports & analyses and determine what’s going right and what’s going
wrong in your ERP system -- and why?
Overdue receivables
Late deliveries
Discounts about to expire
Stock approaching re-order
Unapproved discounts
Overstocks
Clients not ordering Clients put on / taken off hold Clients changing their buying habits
Project delays
Cost overruns
RMA alerts
Gross margin too low
Order configuration errors
Changes to project start/end dates
Tasks requiring approval Special pricing begins/ends
How Soon Do You Know About . . .
Data-M
ining
ERPMonitoring
Sage Alerts & Workflow automates the monitoring processso you’re never caught by surprise
Data-M
ining
ERPMonitoring
Sage Alerts & Workflow automates the monitoring processso you’re never caught by surprise
(including automated trend analysis)
Are you able to easily see where the data in one application impacts the data in
another application?
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
CRM ERP
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
Sage CRM Sage ERP
(Does the sale slip thru the cracks?)
What Happens If . . . A new sales opportunity is created in your CRM system
but the same client has past due invoicessitting in your ERP system?
Data-M
ining
Multiple Applications(CRM, HR, etc)
Sage Alerts & Workflow combines data from multiple apps and
analyzes it for convergence points(enterprise-wide)
What happens to emails sent to generic accounts –do they end up lost in a black hole?(e.g., support@your_company.com)
“Generic” messages sent to “info@” or “sales@”
Emails with questions on an order’s status
Shipment-related emails from your suppliers
Website requests for product information
Website registrations for class enrollments
Website downloads of trial software
Emails Sent To . . .
acme.com
E-MailMonitoring
Data-M
ining
Sage Alerts & Workflow monitors incoming email and determines
who it’s from and how to process it
How many times have you heard a staffer say:“But I never got the message!”
emailfax
instantmessage
textmessage
ftpTwitter
dashboard
Chart
So Many Devices . . .
Email Cell PhonePager/PDA Fax IM Twitter Web
Response
TriggeredAlerts
E-MailMonitoring
Data-M
ining
Cross-AppMonitoring
DatabaseMonitoring
Sage Alerts & Workflow delivers information via any
combination of devices.(including “failover alerts”)
When delivering standard forms such as invoices, statements, picking lists,
and purchase orders, do you stillrely on a lot of manual processes?
Do you use a yellow highlighterto identify just the 20% of a
report that requires your attention?
Reports & FormsChallenges abound . . .
Invoices take weeks to deliver
Past due reminders . . . are themselves late
You throw away 80% of most reports
Mobile staff = missed reports
Details vs Summary vs Graphs
By the time it arrives, it’s out-of-date
“I already get too much email . . . “
A simple order confirmation – too much to ask?
E-MailMonitoring
Response
Data-M
ining
Cross-AppMonitoring
DatabaseMonitoring
Email Cell PhonePager/PDA Fax IM Twitter Web
TriggeredAlerts
Forms, documentsand reports
Invoice
Sales Analysis
Stock Status
Sage Alerts & Workflow triggers, generates and delivers forms & reports –
when needed, in the right formatand to the right people.
How are staff supposed to respond to alerts whenthe alert itself – not to mention any required follow-up –
doesn’t appear in your ERP system?
ERP
(But ERP shows the client’s credit status is still good?)
So That Means . . . When a client has overdue invoices in ERP,
. . . they are auto-emailed their past due invoices.. . . their account rep is notified.
. . . finance is alerted.
?
TriggeredUpdates
API Toolset
Response
Email Cell PhonePager/PDA Fax IM Twitter Web
TriggeredAlerts
Email Web FTP
E-MailMonitoring
Data-M
ining
Cross-AppMonitoring
DatabaseMonitoring
Sage Alerts & Workflow triggers intelligent updates to yourERP and related software systems.
E-MailMonitoring
Data-M
ining
DatabaseMonitoring Cross-App
Monitoring
TriggeredUpdates
API Toolset
Response
Email Cell PhonePager/PDA Fax IM Twitter Web
TriggeredAlerts
Email Web FTP
Case StudyToyo Ink: Multi-national manufacturer of ink for printing presses
• Problem: Staff had to go to too many sources to learn about account activities, payment & order status, etc. Exception management done manually.
• Results: In 6 months, over 20,000 alerts to staff, clients, partners
• Benefits: Better insight into who has been sold what, their financial status, and current stock, order, & delivery status
• ROI: Saves 100+ work hours monthly
• ROI: A/R collections raised by $11k monthly
Monitor: one application for unlimited conditionsAlert: as many people as they wishDeliver: via any communications method
Price: $1,799 (no per-user fees)
+
Add “Reports” Module: $999 (one-time cost)Add “Actions” Module: $999 (one-time cost)Monitor additional applications: $1,799 per application (4 = Unlimited)
Options:
Licensing & Pricing
Try It!
Sage Alerts & Workflow Webinar Promotion
Option 1 Recommend Option
Regular Value: $995$895$595*What you will get:
First 5 to commit will get the $595waived!
What you will get:• Free 90‐day license of Alerts & Workflow• Low cost offering:
What you will need to do:
Plus! New or existing customers who buy one connection will get a second connection free by 3/27/15
Sage Alerts & Workflow Webinar Promotion!!
One-time Webinar promotion* (attendees only) for Net@Work Service Offering:
Download and Remote Installation of 90-day trial of Sage Alerts & Workflow (“SAW”).
Configuration & testing of up to three (3) SAW “events,” from Net@Work provided events list.
Configuration of one (1) Internet-based email account for the sending of email alerts.
Connection of one (1) Sage100 application to SAW via ODBC.
Configuration of up to three (3) alert recipients (“subscribers”).
30-45 minutes of overview training.
Webinar Promotion: $595 available until Feb 27th on a first come, first served basis.
* subject to terms and conditions of agreement
Any Questions?
Thank You For Attending!
Shaun Garrity | Net@WorkPhone: 800-719-3307 Ext. 0817 [email protected]
Pat Russo | Net@WorkPhone: 800-719-3307 Ext. 1767 [email protected]
Stephanie Davis | Net@WorkPhone: 800-719-3307 Ext. [email protected]
Ashley Bonser | Net@WorkPhone: 800-719-3307 Ext. [email protected]
John Guglielmo | Net@WorkPhone: 800-719-3307 Ext. [email protected]
