baass connect 2013 - knowledgesync workflow and alerts
Post on 20-Oct-2014
238 views
DESCRIPTION
Are you listening to your business? Join the team at BAASS for an informational session about how you can keep people informed. From late shipments, overdue customers, to low inventory, our team will show you how you can deliver alerts in any method to any device. Streamline your processes by automating best practices. Attend our session to explore how you can “give a voice to your data”.TRANSCRIPT
KnowledgeSync Workflow and Alerts
Presented By: Paraman Srivatsalan
KnowledgeSync workflow and Alerts
Session Information
KnowledgeSync workflow and Alerts
(Sage Alerts)
Track A
Time: 2:00 PM to 3:00 PM
Have You Ever Thought What Could Happen If . . .
You threw away a match and it wasn’t really out?
One of your appliances had a gas leak?
You had no circuit breaker or fuse box in your house?
Your alarm clock didn’t have a battery back-up?
KnowledgeSync workflow and Alerts
Sage Alerts • Business Activity Monitoring (BAM)
• “It’s What You Don’t Know That’ll Hurt You”™
• Gartner - BAM's focus on real-time decision making and immediate response to an event is the hallmark of a new style of enterprise. Leading edge enterprises in 2002 are already planning for this capability."
KnowledgeSync workflow and Alerts
Sage Alert Technology
CRM, Finance,
MRP/ERP DBs
Clients
Prospects
Partners
Acct Mgrs
Support Reps
Finance
Exec Mgmt
Sales
Remote Clients
Other
Application
DBs
Reports
Monitor Module
Incoming
Operating
System
Alerts
Fax
Pager/PDA
Cell Phone
Webcast
Response Module
CRM, Finance,
MRP/ERP DBs
Other
Application
DBs
Updates Scheduled
Or
Triggered
web
Customer service events
• Don’t Realize that Client Quotes, Price Specials, or Discounts are Expiring?
• Don’t Tell Clients About Products Shipped Later Than Requested?
• Discover a Big Prospect Who Hasn’t Been Contacted in Over a Month?
• Find Salesreps. Who are Working Opportunities for Clients on Credit Hold
Stock Management
• Don’t Know About Critical Stock Items Approaching Their Re-Order Level?
• Don’t Tell Clients About Products Shipped Later Than Requested?
• Don’t Know About PO Items Not Received by their Promised Date?
• Discover That You Have to Write Off Perishable or Time-Sensitive Stock?
Employee management
• Fail to Spot Excessive, Un-Approved Discounts on Client Orders?
• Realize That There Are Critical Staff Activities Overdue for Completion?
• Find Out That a Remote Salesrep. Hasn’t Synched in Over a Week?
Finance - Testimonial
Sales
Automated communication
Demo – Sage Alerts
Questions
Cost of Software
Sage Alerts and Workflow for Sage HRMS
Deana Dearry
Regional Sales Manager-Western US and Canada
Sage Employer Solutions
Nancy Pearce
HRMS Practice Leader
BAASS Business Solutions Inc
Sage Alerts and Workflow for Sage HRMS
When did that happen . . . ???”
. . . a new employee was hired – or fired!
. . . Joe’s pay was increased . . .
. . . a manager promoted one of their staff . . .
Do you ever like you’re always playing catch-up?
Trying to keep on top of what is happening, what is
not happening, and – most importantly – what has to
happen?
Sage Alerts and Workflow for Sage HRMS
Alerts Business Activity Monitoring system (BAM)
– Auditing – Track history of critical activities
– Monitoring – expirations, upcoming events
– Communication – provide notification by email, cell phone, pager, fax, dashboard or a pop-up on your screen
– Automated Response – no manual intervention required
Sage Alerts and Workflow for Sage HRMS
Reports
Generate and deliver forms and documents
Workflow or Actions
Other applications can be launched and information passed
Sage Alerts and Workflow for Sage HRMS
• Benefit Triggers:
– Benefits; Changes Made Today
– Benefits; Changes Effective Today
– Benefits; Expires Today
• Employee Event Triggers:
– Employee Events; Scheduled for Today
– Employee Events; Scheduled within the Next 'x' Days
Sage Alerts and Workflow for Sage HRMS
• General Employee Triggers:
– Attendance; Absences to Start Today
– Employees; Reviews are Overdue
– Employees; Pay rate Has Changed
– Employees; Hire Date Anniversary
– Employees; Address is Changed
– Employees; Vacation or Illness Time is Negative
– Employees; New Hire (Starts Today)
– Employees; Birthday Greeting
– Employees; Next Pay Review Date is Today
– Employees; Next Performance Review is Today
Sage Alerts and Workflow for Sage HRMS
• Employee Notes Triggers:
– Employee Notes; Due for Follow-Up Today
• Leave of Absence Triggers:
– Leave of Absence; Starting in 'x' Days
– Leave of Absence; Ending in 'x' Days
– Leave of Absence; Due to Return Today
Sage Alerts and Workflow for Sage HRMS
• Certification Triggers:
– Certification; Expires in 'x' Days (Any Cert)
– Certification; Is Expired
– Certification; Changed Today
– Certification; Employees Certified Today
– Certification; Required Within 'x' Days
• Training Triggers:
– Training; Class Completed
– Training; Class Starts in 'x' Days
Sage Alerts and Workflow for Sage HRMS
Sage Alerts and Workflow for Sage HRMS
Thank You Enjoy the rest of the conference