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Manage Your
Business Better
Sage Alerts & Workflow
(formerly known as “Sage KnowledgeSync”
Alerts Reports Workflow
Communicate More Efficiently
Do Less Manual Work
See Problems Before They Happen
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The Cost of Not Knowing
“. . . if only we had known . . .”
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Scenario:
• A customer who normally pays within 30 days
• They currently have $30K that is 45 days old, but . . .
. . . you don’t know it because you run your reports at month-end
• Today you ship out a $25K order to them
• At month-end you recognize the issue and discover the client is having serious cash flow problems . . .
Cost of not know ing?
• Best case: Carrying $55K in A/R • Worst case: Writing off $55K when they close shop
Consider This . . .
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Solution:
• Alert the account manager about their overdue client
• Notify the finance dept to start collections
• Automatically re-send the client their statement
• Automatically put the client on credit hold
• Set up the A/R Aging report to auto-run whenever a client’s balance and days overdue exceeds your threshold
The Technology: Sage Alerts & Workflow
If You Are Data-Driven . . .
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Also known as Operational Business Intelligence* or “OBI” BAM refers to a system of automated processes which analyze and
respond to organization-specific business activities and transactions. BAM lets organizations automate manual tasks while providing
employees with task-specific, time-sensitive insight, helping them complete their tasks more efficiently and intelligently.
BAM helps an organization increase daily operational efficiency and
improve their management of transactional “exceptions”. (*Intelligent Enterprise, Jan 2008)
Business Activity Monitoring
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Four components: -- Data Mining (Business Intelligence) -- Alerts / Notification -- 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 report 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 Alerts & Workflow consists of . . .
7 8
Workflow
API Toolset Email Web FTP
Triggered Reports
Triggered Alerts
Delivery Monitoring
Cross-App Monitoring E-Mail
Monitoring
Database Monitoring
O/S Monitoring
(Link)
Email Cell Phone
Fax Screen Pop
Web Pager/PDA
Twitter IM
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Sage ERP
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Sage Alerts & Workflow 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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Sales (CRM) Business Conditions
Sage Alerts & Workflow identifies conditions such as . . . Opportunities that are overdue for closing or have not been followed-up on
Client contracts that are due to expire
Customers who have changed their buying habits
Missing or erroneous data
A client whose credit rating has changed
Opportunities with unapproved discounts
Sales reps who are “rolling over” their activities from one day to the next
Leads that come in from your website or from an email campaign
New or updated sales literature
Time-sensitive pricing or promotions
Remote sales reps who have not synched in over ‘x’ hours
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(Link) E-Mail Monitoring
Sage ERP
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Sage Alerts & Workflow monitors and auto-processes incoming Email, such as . . .
Email messages sent to generic account such as “finance” or “sales”
Order-related emails – such as questions about delivery dates
Emails that are from existing clients, partners or vendors – matching the sender of the Email with the corresponding contact record in your Accounting database
Emails that are from new clients – automatically creating the appropriate account record in your Accounting 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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Enterprise Monitoring
E-Mail Monitoring
Sage ERP
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Uncompleted activities Changes to sales opportunities Dips in a salesrep’s pipeline Prospects not contacted in ‘x’ days Limited-time specials Changes in buying habits Salesreps who don’t synch Overloaded support reps Repeat buying incentives Leads not followed-up on
Clients put on/off credit hold Overdue receivables/dunning notices Sending order confirmations Stock that is nearing its re-order level Delayed order/part shipment Auto-gen picking lists Orders with un-approved discounts Early payment discounts Match incoming stock with backorders Time-sensitive stock
Alerts & Workflow 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 Sage ERP
Cross-Application Analysis
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Delivery Monitoring
Cross-App Monitoring
E-Mail Monitoring
Sage ERP
O/S Monitoring
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Triggered Alerts
Delivery Monitoring
Cross-App Monitoring
E-Mail Monitoring
Sage ERP
O/S Monitoring
Email Cell Phone
Fax Screen Pop
Web Pager/PDA
Twitter IM
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Dashboard Alerts
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Alerts & Workflow Version 8.0 –
Alert via Instant Message
(Microsoft Windows Messenger) (Yahoo! Messenger)
(Google Talk) (ICQ)
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Email Web FTP
Forms, Documents & Reports
Triggered Alerts
Delivery Monitoring
Cross-App Monitoring E-Mail
Monitoring
Sage ERP
O/S Monitoring
Invoice
Picking List
A/R Aging
Email Cell Phone
Fax Screen Pop
Web Pager/PDA
Twitter IM
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Sage Alerts & Workflow 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 & Report Generation
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Workflow
API Toolset
Triggered Alerts
Delivery Monitoring
Cross-App Monitoring
E-Mail Monitoring
Sage ERP
O/S Monitoring
Email Web FTP
Forms, Documents & Reports
Invoice
Picking List
A/R Aging
Email Cell Phone
Fax Screen Pop
Web Pager/PDA
Twitter IM
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Sage Alerts & Workflow 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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“Sage KnowledgeSync gave us a unique, competitive edge. Vineyardsoft is 100% responsive to our business. I recommend them highly.” “On average Sage KnowledgeSync saves us over 100 hours and $10K – $12K per month.” “Sage KnowledgeSync has, in our mind, fully made a profit if we recover one customer who would otherwise have been lost to us.” “Sage KnowledgeSync is the equivalent of two full-time employees.” “Sage KnowledgeSync is our “invisible worker”. We were able to implement it easily and get our ROI almost immediately.” “Sage KnowledgeSync makes our job easier and it makes us look great!”
Customer Testimonials
Contact Details: Calvin O’Driscoll, ERP Manager
(709) 726 – 8347 ext. 419 [email protected] [email protected]
For support: [email protected]
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