Atlantic Datasystems: Sage Alerts and Workflow Add-on Formerly Known as "Sage Knowledge Snyc"
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Atlantic Datasystems: Sage Alerts and Workflow Add-on Formerly Known as "Sage Knowledge Snyc"
- 1. Alerts Manage Your Business Better Reports Workflow Sage Alerts & Workflow (formerly known as “Sage KnowledgeSync” Communicate More Efficiently Do Less Manual Work See Problems Before They Happen
- 2. The Cost of Not Knowing “. . . if only w e had know n . . .” 2
- 3. Consider This . . . 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 3
- 4. If You Are Data-Driven . . . 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 4
- 5. Business Activity Monitoring 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)
- 6. Sage Alerts & W orkflow consists of . . . Four components: ----- Data Mining (Business Intelligence) Alerts / Notification Form, Document, & Report Distribution Workflow Clients use it to: • Monitor business data and . . . • • • • • • Trigger Alerts Generate & Deliver Forms Trigger & Distribute Reports Trigger Task Creation Integrate Application Data Process Incoming Email (page a technician) (send a client an invoice) (send a forecast report to a manager) (schedule a follow-up phone call) (create an order from a closed sale) (create a support ticket)
- 8. Sage ERP
- 9. Financial Conditions 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
- 10. 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
- 12. Email Monitoring 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
- 14. Cross-Application Analysis 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. Uncompleted activities Clients put on/off credit hold Changes to sales opportunities Overdue receivables/dunning notices Dips in a salesrep’s pipeline Sending order confirmations Prospects not contacted in Stock that is nearing its re-order level ‘x’ days Limited-time specials Delayed order/part shipment Sage CRM Changes in buying habits Auto-gen picking lists ERP Salesreps who don’t synch Orders with un-approved discounts Overloaded support reps Early payment discounts Repeat buying incentives Match incoming stock with backorders Leads not followed-up on Time-sensitive stock
- 16. Sage ERP E-Mail Monitoring Delivery Monitoring Triggered Alerts Email Cell Phone Fax Screen Pop Web Pager/PDA Twitter IM Cross-App Monitoring O/S Monitoring
- 18. Alerts & Workflow Version 8.0 – Alert via Instant Message (Microsoft Windows Messenger) (Yahoo! Messenger) (Google Talk) (ICQ)
- 19. Sage ERP E-Mail Monitoring Delivery Monitoring Triggered Alerts Forms, Documents & Reports Invoice Picking List A/R Aging Email Email Web FTP Cell Phone Fax Screen Pop Web Pager/PDA Twitter IM Cross-App Monitoring O/S Monitoring
- 20. Form, Document & Report Generation 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
- 21. Sage ERP E-Mail Monitoring Delivery Monitoring Forms, Documents & Reports Cross-App Monitoring O/S Monitoring Triggered Alerts Workflow Invoice Picking List A/R Aging Email Email Web FTP Cell Phone Fax Screen Pop Web Pager/PDA Twitter IM 21 API Toolset
- 22. Triggered Data Updates 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 22
- 23. Customer Testimonials “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!” 23
- 24. Contact Details: Calvin O’Driscoll, ERP Manager (709) 726 – 8347 ext. 419 calvin.odriscoll@atlanticdatasystems.com joanne.snow@atlanticdatasystems.com For support: support@atlanticdatasystems.com 24