1 / 27

Active Alerts

Active Alerts . Supporting: CRM Accounting ERP / MRP ODBC-Compliant Applications. Monitor Business Conditions. Trigger Alerts Forms / Reports Application Updates. “ A comprehensive product . . . ” TMCLabs Review Editor’s Choice Award Winner.

betty_james
Télécharger la présentation

Active Alerts

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Active Alerts Supporting: CRM Accounting ERP / MRP ODBC-Compliant Applications Monitor Business Conditions Trigger Alerts Forms / Reports Application Updates “A comprehensive product . . . ” TMCLabs Review Editor’s Choice Award Winner “Anyone who needs to know something now has no excuse not to know.” Neil Montgomery, “Eyes Everywhere” ComputerWorld Magazine

  2. Business Latencies • What is a Business Latency? • A Business Latency is the lag-time between the moment important business information becomes present and the time when an organization intelligently acts on it. • What is the result of Business Latencies? • Business Latencies cause organizations to lose revenue, productivity, and/or customer loyalty. • How does an organization address their Business Latencies? • Business Latencies can be addressed by implementing an enterprise-level technology that automatically identifies and responds to important business information as that information becomes available.

  3. Business Latencies • How does KnowledgeSync address Business Latencies? • It automates redundant tasks • It delivers business alerts • It monitors and processes incoming email messages • It generates and delivers Forms & Reports • It provides a platform to integrate application data • It monitors the Operating System

  4. Active Alerts Monitor Business Conditions  Send Alerts  Deliver Forms & Reports  Execute Workflow Incoming Email Incoming support message: “system is down” Accounting - ERP/MRP Overdue unpaid invoice CRM Prospect not contacted in last 7 days Microsoft | Sage | Accounting | ERP/MRP | CRM | ODBC-Compliant

  5. Active Alerts Monitor Business Conditions  Send Alerts  Deliver Forms & Reports  Execute Workflow Incoming Email Incoming support message: “system is down” Page field technician Accounting - ERP/MRP Overdue unpaid invoice Screen-pop message to CFO CRM Prospect not contacted in last 7 days Email remindertosalesrep Microsoft | Sage | Accounting | ERP/MRP | CRM | ODBC-Compliant

  6. Active Alerts Monitor Business Conditions Send Alerts  Deliver Forms & Reports  Execute Workflow Incoming Email Incoming support message: “system is down” Page field technician Deliver work order to rep via web browser Accounting - ERP/MRP Overdue unpaid invoice Screen-pop message to CFO Resend PDF invoice to client via email CRM Prospect not contacted in last 7 days Email reminder to salesrep Send manager report on Pending Sales Status Microsoft | Sage | Accounting | ERP/MRP | CRM | ODBC-Compliant

  7. Active Alerts Monitor Business Conditions Send Alerts  Deliver Forms & Reports  Execute Workflow Incoming Email Incoming support message: “system is down” Page field technician Deliver work order to rep via web browser Log and assign ticket in service database Accounting - ERP/MRP Overdue unpaid invoice Screen-pop message to CFO Resend PDF invoice to client via email Put customer on credit hold CRM Prospect not contacted in last 7 days Email reminder to salesrep Send manager report on Pending Sales Status Schedule follow up call for salesrep Microsoft | Sage | Accounting | ERP/MRP | CRM | ODBC-Compliant

  8. Automate Redundant Tasks Some redundant tasks require human intervention; others do not. On average, 20% - 40% of all redundant business tasks currently performed manually can be accomplished with Automation that in no way lessens the quality of the finished task.

  9. Automate Redundant Tasks Tasks such as: • Sending Order Confirmation messages • Generating & delivering Invoices, Quotes, Dunning Notices & other Reminders • Sending Call resolution details, Surveys • Notifying clients about Shipments • Importing / Exporting files

  10. Automate Redundant Tasks What Should Automation Do? • Support “scheduled” & “triggered” tasks • Should allow personalization • Have flexible “polling” frequencies • Be able to self-determine assignments • Keep track of the history of the tasks

  11. Send Business Alerts • Although business alerts can be used to notify anyone about anything, their most compelling value is for “Exception Management”. This is the practice of sending alerts specifically about “exceptions” to normal business conditions.

  12. Send Business Alerts Alerts such as: • Notifying a sales rep who has not contacted a prospect in over a week • Alerting Purchasing about stock items within 10% of re-order • Red-flagging projects that are incomplete and over budget • Alerting a Support Manager about any reps with more than 6 open, high-priority calls • Notifying a sales manager when a client deviates from their normal buying pattern

  13. Send Business Alerts What Should Automation Do? • Support multiple message delivery methods • Support a variety of email clients • Allow simple and sophisticated formatting • Be able to accept replies to delivered messages • Monitor the success or failure of delivered alerts

  14. Monitor Incoming Email The inability for organizations to identify, process, and respond to incoming mail messages in a timely manner is the most widespread Business Latency today. Most organizations that encourage clients to use email do not have a good way to manage those communications.

  15. Monitor Incoming Email Messages such as: • Support questions sent to support@yourcompany.com • Inquiries sent to generic “sales” or “info” mail accounts • Replies that are sent back to a company in response to a received email statement or invoice • Messages that are created from orders that are placed on an organization’s website • Messages created from web forms that allow visitors to request info, sign up for an event, or download files

  16. Monitor Incoming Email What Should Automation Do? • Monitor incoming e-mail messages and auto-respond • Re-direct incoming e-mails based on content • Match an incoming mail message with the corresponding client record • Update the applications that contain client info with the details from the incoming mail message • Schedule activities in CRM (or related) apps based on the content of the incoming message

  17. Deliver Forms & Reports Using “human time” to generate forms and run reports is filled with Latency. And even automated report distribution can be subject to Latency, as the reported-on data is often too out-of-date to be of real use.

  18. Deliver Forms & Reports Forms such as: • Order Confirmations, Invoices, & Statements • Periodic customer Surveys • Picking Lists, Quotations, & Dunning Notices Reports such as: • Periodic Stock Status, A/R Aging, etc. • Listing clients within 10% of their credit limit • Individual lists of projects or activities

  19. Deliver Forms & Reports What Should Automation Do? • Support both “scheduled” & “triggered” reports/forms • Provide multiple formats (PDF, HTML, Word, Excel, etc.) • Provide multiple delivery methods (email, fax, FTP, web browser) • Track the delivery status of forms & reports • Require no additional hardware/software purchases

  20. Integrate Application Data In terms of Latency, application integration refers to the “convergence points” of business information across multiple departments. These convergence points need to be detected, communicated, and acted upon in a timely manner.

  21. Integrate Application Data Integration such as: • Detect a pending sales in a CRM app, locate the client record in a Financial app, and see if the new sale would put the client over their credit limit. • Send a manager a single alert that shows the details of a client’s pending sale (CRM data) and details of the client’s financial standing (accounting data) • Take the details of a closed sales opportunity and use that to create an order record in a financial DB.

  22. Integrate Application Data What Should Automation Do? • Allow data to be retrieved, combined, and analyzed from multiple business applications simultaneously • Allow single alert messages to include data from multiple business applications • Provide a way for detected conditions in one application database to trigger updates into one (or more) other application databases • Provide a standard set of API tools to allow site-specific configuration of integration actions

  23. Monitor the Operating System The last major source of Business Latencies within an organization is the Operating System. A disk crash, a program error, or a security breach can create enormous losses of time & resources; an enterprise-level Business Latency solution must include O/S monitoring.

  24. Monitor the Operating System Monitoring for conditions such as: • Low disk space on the DB server • SQL Server not running • If an order processing transaction file has not been received • If sales or marketing literature has been updated • Login failures recorded in the Event Log

  25. Monitor the Operating System What Should Automation Do? • Provide monitoring access to basic O/S components, including the Event Log • Support combined O/S and Application Data monitoring • Allow for the scheduling of periodic O/S tasks such as system backups • Allow for both alerts and corrective actions to be automatically executed in response to O/S events

  26. In Summary . . . • KnowledgeSync addresses Business Latencies by: • Automating redundant tasks • Delivering business alerts • Monitoring and processing incoming email messages • Generating and delivering Forms & Reports • Providing a platform to integrate application data • Monitoring the Operating System

  27. About Vineyardsoft Vineyardsoft Corporation, developer of the KnowledgeSync “Active Alerts” solution, has over 2,500 customers in over 40 countries. Vineyardsoft’s mission is to empower clients to respond more quickly, intelligently, and profitably to changes in an organization’s business. Utilities Con Edison of NY Qualcomm Farmstead Telephone Enventis Telecom Hi-Tech Palm, Inc. Cyberonics Sony Electronics Advanced Wireless Intuit, Inc. KnowledgeSync Customers & Industries Healthcare Blue Cross Blue Shield Transoma Medical Alpharma Medtronic Financial Services Grant Thornton ING Aetna Compaq Financial Svcs Bank of the West Ernst & Young Manufacturing Lockheed Heil Environmental Sonic Manufacturing Media BBC Seattle Times

More Related