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Report Scheduling & Business Automation Software

Ian Gifford – Managing Director EMEA
Stephen Carvell – Senior Solutions Architect - EMEA
   About Us
   Our Customers
   Our Solution
   Example Applications
   How it Works
   Benefits
   Founded in London in 2002

   Offices in North America and UK

   1000+ customers worldwide
   Proven, enterprise-class report scheduling
    and business automation

   Reliable, consistent and automated delivery
    of the right information, in the right format
    at the right time
SQL-RD
   for MS SQL Server Reporting Services

CRD
   for Crystal Reports


MARS
   for MS Access Reports
Report Automation

   Hourly, daily, weekly, monthly, custom schedule
    delivery of reports: Sales, Stock, Logistics,
    Maintenance, Contact Centre, Helpdesk, Call Data,
    Management Information......

   “On demand” reports – triggered by email request
Business Automation

   Electronic delivery of Invoices, Quotes, Statements,
    Purchase Orders, Remittance Advice, Salary Slips...

   SMS and email alerts against low stock levels and
    other triggers....

   IT Operations – e.g. backup routines,
    moving/deleting files, creating folders, general
    housekeeping tasks
Deliver




Execute Report and Export



                       • Time
     Scheduling &
                       • Event conditions
      Automation
                       • Data changes
Modify Files
SMS Alerts   Email Alerts   Run Report   Print Report   Data Changes
                                                                       and Folders



                Monitor changes in Data and other Event conditions



                                                  • Time
                               Scheduling &
                                                  • Event conditions
                                Automation
                                                  • Data changes
   Boost Productivity
      Free up IT resource to focus on other projects
      Eliminate manual processes

   Improve Decision Making
      Right information, right time, right format

   Cut Cost
      No need for full-time administrator(s)
      Cheaper than developing from the ground-up
      Eliminate paper-based processes
   Higher Levels of Service
      Information delivered at customer’s preferred
       frequency and in their preferred customised
       format


   Improve Business Performance
      e.g. Boost cash flow
      e.g. Reduce stock holding
      e.g. Increase sales of “in demand” items
   Background
      Master parts HP and Toshiba reseller for
       Australasia

      Business holds $3.5 Million in parts and
       serves 8000 customers

      350 orders a day
   Requirement
      Automated and flexible way of delivering
       invoices and statements to customers and
       partners by email/PDF

      Automated way of delivering reports to the
       business in a variety of different formats

      A proven enterprise-class solution capable of
       playing a vital role in business operations
   Solution using CRD
      Automatically distributing 10s of 1000s of
       invoices, statements and reports every month

      Send Finance Department a report every 2 or
       3 hours to highlight any customers that have
       exceeded their credit terms

      “Allowed the reduction of accounts receivable
       by up to 60% and improve our cash flow by
       $300,000 – and all in under 5 months.”
Download a 30 day free trial at www.christiansteven.com

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Css presentation

  • 1. Report Scheduling & Business Automation Software Ian Gifford – Managing Director EMEA Stephen Carvell – Senior Solutions Architect - EMEA
  • 2. About Us  Our Customers  Our Solution  Example Applications  How it Works  Benefits
  • 3. Founded in London in 2002  Offices in North America and UK  1000+ customers worldwide
  • 4.
  • 5. Proven, enterprise-class report scheduling and business automation  Reliable, consistent and automated delivery of the right information, in the right format at the right time
  • 6. SQL-RD  for MS SQL Server Reporting Services CRD  for Crystal Reports MARS  for MS Access Reports
  • 7. Report Automation  Hourly, daily, weekly, monthly, custom schedule delivery of reports: Sales, Stock, Logistics, Maintenance, Contact Centre, Helpdesk, Call Data, Management Information......  “On demand” reports – triggered by email request
  • 8. Business Automation  Electronic delivery of Invoices, Quotes, Statements, Purchase Orders, Remittance Advice, Salary Slips...  SMS and email alerts against low stock levels and other triggers....  IT Operations – e.g. backup routines, moving/deleting files, creating folders, general housekeeping tasks
  • 9. Deliver Execute Report and Export • Time Scheduling & • Event conditions Automation • Data changes
  • 10. Modify Files SMS Alerts Email Alerts Run Report Print Report Data Changes and Folders Monitor changes in Data and other Event conditions • Time Scheduling & • Event conditions Automation • Data changes
  • 11.
  • 12. Boost Productivity  Free up IT resource to focus on other projects  Eliminate manual processes  Improve Decision Making  Right information, right time, right format  Cut Cost  No need for full-time administrator(s)  Cheaper than developing from the ground-up  Eliminate paper-based processes
  • 13. Higher Levels of Service  Information delivered at customer’s preferred frequency and in their preferred customised format  Improve Business Performance  e.g. Boost cash flow  e.g. Reduce stock holding  e.g. Increase sales of “in demand” items
  • 14. Background  Master parts HP and Toshiba reseller for Australasia  Business holds $3.5 Million in parts and serves 8000 customers  350 orders a day
  • 15. Requirement  Automated and flexible way of delivering invoices and statements to customers and partners by email/PDF  Automated way of delivering reports to the business in a variety of different formats  A proven enterprise-class solution capable of playing a vital role in business operations
  • 16. Solution using CRD  Automatically distributing 10s of 1000s of invoices, statements and reports every month  Send Finance Department a report every 2 or 3 hours to highlight any customers that have exceeded their credit terms  “Allowed the reduction of accounts receivable by up to 60% and improve our cash flow by $300,000 – and all in under 5 months.”
  • 17. Download a 30 day free trial at www.christiansteven.com