saleslogix mas 500 and knowledgesync in a tough economy

A Wise A Wise Solution Solution

in in A A

Challenging Challenging EconomyEconomy

AlertsAlerts

ReportsReports

WorkflowWorkflow

Communicate More Efficiently

Do Less Manual Work

See Problems Before They Happen

http://customerfx.com

http://customerfx.com/

http://customerfx.com/

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Trends in Economics

When the Purse Strings Tighten . . .

• Large Capital Expenditures decrease (& decision timeframes expand)

• Small Capital Expenditures increase

• Percentage of Consulting vs. License revenue increases

• Focus changes from “new technologies” to increasing value from existing investments

Organizations Spend Money on:

• Inexpensive (less than $10k) solutions that add significant value to their existing solutions


In Tough Times, Businesses Focus…

On . . .• Greater visibility into potential opportunities • Greater visibility into potential problems• Automation of manual tasks• Reduction of time spent on manual tasks (e.g., looking for

anomalies)

Away From . . . • User-based applications (impacts staff resources, training, ramp-

up, acceptance)• Interactive tools (versus “lights out” solutions)• “Silo” solutions


Be Streamlined; Be Diligent“Put all your eggs in one basket . . . . . . and watch that basket.”Goals:

• Reduce “cycle times” (aka “data latency”)• Improve communications• Provide personalized attention

Do all this . . . while dealing with a troubling economy.

• Streamline operations• Reduce manual tasks• Be more diligent than ever• be a better “watcher”


Operational Business Intelligence (OBI):

OBI refers to a system of automated processes which analyze and respond to organization-specific business activities and transactions.

OBI enables organizations to automate standard tasks while providing individual employees with task-specific, time-sensitive insight, helping them complete those tasks more efficiently and intelligently.

OBI helps an organization increase their daily operational efficiency, improve their management of transactional “exceptions”, and reduce “data latency”.

* Operational Business Intelligence (Intelligent Enterprise magazine, Jan 2008)

How to “Streamline”; How to be Diligent


OBI . . .

. . . is best suited for managers and employees as an enabler to complete tasks more efficiently and make more intelligent (& timely) decisions regarding their everyday activities.

OBI . . .

. . . uses a rules-based engine that performs advanced data analysis and executes pre-determined procedural workflow as response actions.

OBI typically consists of:

Automated Data Mining + Alerts + Document/Rpt Delivery + Workflow

How to “Streamline”; How to be Diligent


Examples of “Streamlining”

• When a new order is placed, automatically generate an order confirmation/invoice in PDF format and email that document to the client.

• If a client is more than 90 days past due, automatically send

them a dunning notice, attach their statement, and put them on credit hold.

• Every Monday morning at 9 AM, auto-generate a Stock Status report, an Open Receivables report, and a Check Reconciliation report and distribute them within your company.


Examples of “Diligence”• If a supplier raises an item’s cost by more than 10%,

automatically notify the purchasing manager.

• If a part that is required for a job will not arrive in time, auto-notify the service technician on their cell phone.

• If a project has used up over 50% of its budget but is not yet 50% complete, alert the project manager.

• If a client’s service contract is about to expire, automatically notify both the client and their sales rep.

• If an AP invoice has an early payment discount, auto-notify the CFO before the discount expires.


If a repeat client’s monthly purchases drop by at least 20% from the previous month, auto-generate a sales analysis report for that client, auto-deliver that report to the corresponding account manager, and auto-schedule a follow-up phone call between the sales rep and that customer.

One Example that Does Both


Step #1: Step #2: Step #3: Step #4:

Monitor Data Send Alerts Deliver Forms/Reports Execute Workflow

Instant message CFO

Email to remind salesrep

Page field technician

Overdue invoice

Prospect not contactedin last 7 days

Incoming support mail:“system is down”

Put customer on hold

Schedule follow up in Synergy

Create and assign task in Synergy

Resend PDF invoice to client via email

Send manager report on Pending Sales

Deliver work order to rep via web browser

Typical OBI Process Flow




Instant message CFO



Overdue invoice











An application that costs between $2k and $10k and automatically monitors business activities or transactions so as to provide employees with time-sensitive insight, helping them perform tasks more efficiently and intelligently .

KnowledgeSync uses a rules-based engine to perform advanced data analysis and execute pre-determined procedural workflow as response actions.

The result is that organizations increase their daily operational efficiency, improve their management of transactional “exceptions”, and reduce “data latency”.

Sage KnowledgeSync is . . .


Sage KnowledgeSync Consists Of . . . Four components:

• Data Mining (Business Intelligence)• Alerts• 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 rpt 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 KnowledgeSync - Basic

1. Increased Diligence through alerts that keep you informed about the goings-on in your business (trends, exceptions, reminders)

2. Streamlined activities through automatic form delivery which eliminates this as a manual task (invoices, statements, POs. . . )

3. Streamlined Activities through automatic report distribution in an automated scheduler (daily stock status report)


Sage KnowledgeSync - Advanced

1. Increased Diligence through email monitoring to prevent the “email black hole” syndrome (mail sent to [email protected])

2. Streamlined activities through triggered workflow to automate business process and simplify tasks (if a client has overdue invoices, put them on hold)

3. Streamlined activities through triggered integration to eliminate duplicate data entry (close an opportunity in CRM; add the sales order to ERP)


Focus Initially on the “Basics”

• Alerts to keep you informed about the goings-on in your business (trends, exceptions, reminders)

• Form & Document Delivery to eliminate this as a manual task (invoices, statements, POs . . . )

• Crystal Reports Distribution in an automated scheduler (daily stock status report)

• Email / Web Form Monitoring to prevent the “email black hole” syndrome(sent to [email protected])

• “Triggered” Data Updates to automate workflow and simplify tasks (put a client on hold)

• “Triggered” Integration to eliminate duplicate data entry (close an opportunity in CRM; add a sales order to ERP)


Reminders (tasks, contracts, reviews)

Thresholds (near credit limit, too little revenue)

Exceptions (unapproved discount, % cost increase)

Looking Ahead / Behind (items to ship, last week’s overtime)

Things Not Happening (POs not received, client not ordering)

Data Integrity (Invalid phone #, item missing price)

Trends (Client sales have dropped 20%)

Data Changes (Priority changed to ‘high’)

Inconsistencies (project 20% done; 80% budget used)

Alerts are More than Reminders . . .


Financial Conditions

Sage KnowledgeSync 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


Manufacturing ProcessesSage KnowledgeSync monitors manufacturing . . .

• Project delays• Cost overruns (or potential cost overruns)• Order configuration errors (missing components, duplicate

orders, etc.)• Product price & cost errors, gross margin too low• RMA alerts; reported defects; late shipments or deliveries• Customers who have not ordered within ‘x’ days • Changes to project start or estimated completion dates• Tasks requiring review or approval• Special pricing begins or ends within ‘x days• Purchase Order receipts against backordered line items


CRM Business ConditionsSage KnowledgeSync 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


DatabaseMonitoring


(Link)E-MailMonitoring

DatabaseMonitoring


Cross-AppMonitoring

E-MailMonitoring

DatabaseMonitoring


DeliveryMonitoring

Cross-AppMonitoring

E-MailMonitoring

DatabaseMonitoring

O/SMonitoring


TriggeredAlerts

DeliveryMonitoring

Cross-AppMonitoring

E-MailMonitoring

DatabaseMonitoring

O/SMonitoring

Email Cell Phone

Pager/PDA Fax

Screen Pop Web


Email

Web

FTP

Forms, Documents& Reports

TriggeredAlerts

DeliveryMonitoring

Cross-AppMonitoring

E-MailMonitoring

DatabaseMonitoring

O/SMonitoring

Email Cell Phone

Pager/PDA Fax

Screen Pop Web

InvoiceInvoice

Picking ListPicking List

A/R AgingA/R Aging


TriggeredUpdates

API ToolsetEmail Cell Phone

Pager/PDA Fax

Screen Pop Web

TriggeredAlerts

DeliveryMonitoring

Cross-AppMonitoring

E-MailMonitoring

DatabaseMonitoring

O/SMonitoring

Email

Web

FTP

Forms, Documents& Reports

InvoiceInvoice

Picking ListPicking List

A/R AgingA/R Aging


AlertDashboards


Alert Events for:

. . . And you can easily create yourown events for any other applicationsthat use an ODBC-compliant database.

Pre-Configured Events for Immediate ROI

ACT! by Sage PeachTree by Sage

Sage Abra HRMS Sage Accpac ERP

Sage BusinessVision Sage BusinessWorks

SageCRM Sage FAS

Sage MAS 90 ERPSage SalesLogix

Sage MAS 200 ERP Sage 360 - MAS90/200 & SageCRM Integrated Events

Sage MAS 500Sage 360 - MAS90/200 & SalesLogix Integrated Events

Sage PFWEvent Watchdog (KnowledgeSync Self-Monitoring)

Sage Pro ERP

Sage Timberline


Business Goals… and Sage KnowledgeSync

KnowledgeSync provides . . .

• Greater visibility into potential opportunities • Greater visibility into potential problems• Automation of manual tasks• Reduction of time spent on manual tasks (e.g., looking for

anomalies)

KnowledgeSync is not . . . • A user-based applications (minimizes impact on staff resources)• An interactive tool (once configured, no user intervention)• A “silo” solution (integrates with all your business apps)• For SalesLogix and MAS contact Customer FX

saleslogix mas 500 and knowledgesync in a tough economy

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