Alerts and Critical Business Notifications

“Anyone who needs to know something now has no excuse not to know.”

Neil Montgomery, “Eyes Everywhere”ComputerWorld Magazine

Vineyardsoft Corporation

www.sageknowledgesync.com

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Vineyardsoft Corporation

www.sageknowledgesync.com

Problem: Vast quantities of business data make it

impossible to identify and act on information in a

timely manner.

Vineyardsoft Corporation

www.sageknowledgesync.com

Problem: Vast quantities of business data make it

impossible to identify and act on information in a

timely manner..

Challenge: Insufficient resources to raise corporate

awareness. By the time important information is

identified and acted upon, it is often too late or too

old to be of use.

Vineyardsoft Corporation

www.sageknowledgesync.com

Problem: Vast quantities of business data make it

impossible to identify and act on information in a

timely manner..

Challenge: Insufficient resources to raise corporate

awareness. By the time important information is

identified and acted upon, it is often too late or too

old to be of use.

Answer: “Business Activity Monitoring” software. A ‘BAM’ application identifies, delivers, and acts on critical business information in a timely fashion.

Old School : “What can I be reminded about?”

New School : “What business information should we monitor and how do we need to act on it?”

Alerts . . . On Steroids

If a client drops monthly purchases by 25% . . . . . . . . . . . alert the salesrep.

If a client has overdue invoices . . . . . . . . . . . . . . . . . . . . . re-send them Monday at 9 AM.

If a delivery gets delayed . . . . . . . . . . . . . . . . . . . . . . . . . . . email the client.

If an order discount is over 15% . . . . . . . . . . . . . . . . . . . . . page me.

If a prospect has not been reached in 30 days . . . . . . . . . schedule a call today.

If a deal in CRM is for a client on hold in Finance . . . . . . . alert the CFO.

If a rep’s forecast varies from actual by > 25% . . . . . . . . . send a forecast rpt to their mgr

New Order PlacedOverdue Invoice

Prospect Not ContactedEmail Question from Client

Sign-Up on WebsiteProject Running Over Budget

Full MS Outlook Mailbox

You identify the business conditions (“events”) that should trigger an

automated response.

How BAM Works:

You tell the BAM engineto periodically check for

these conditions.

BAM MonitoringEngine

You identify the business conditions (“events”) that should trigger an

automated response.

How BAM Works:

New Order PlacedOverdue Invoice

Prospect Not ContactedEmail Question from Client

Sign-Up on WebsiteProject Running Over Budget

Full MS Outlook Mailbox

(And when these conditions occur)

Alerts are sent to:

• Employees• Customers• Prospects• Partners / Suppliers

You tell the BAM engineto periodically check for

these conditions.

You identify the business conditions (“events”) that should trigger an

automated response.

How BAM Works:

New Order PlacedOverdue Invoice

Prospect Not ContactedEmail Question from Client

Sign-Up on WebsiteProject Running Over Budget

Full MS Outlook Mailbox

BAM MonitoringEngine

(Optionally with)

FormsDocuments

Reports

(And when these conditions occur)

You tell the BAM engineto periodically check for

these conditions.

You identify the business conditions (“events”) that should trigger an

automated response.

How BAM Works:

New Order PlacedOverdue Invoice

Prospect Not ContactedEmail Question from Client

Sign-Up on WebsiteProject Running Over Budget

Full MS Outlook MailboxAlerts are sent to:

• Employees• Customers• Prospects• Partners / Suppliers

BAM MonitoringEngine

And can trigger Workflow to:

- Schedule activities- Update client history- Add database records

- Synchronize data- Execute custom programs

(And when these conditions occur)

You tell the BAM engineto periodically check for

these conditions.

You identify the business conditions (“events”) that should trigger an

automated response.

How BAM Works:

(Optionally with)

FormsDocuments

ReportsNew Order PlacedOverdue Invoice

Prospect Not ContactedEmail Question from Client

Sign-Up on WebsiteProject Running Over Budget

Full MS Outlook MailboxAlerts are sent to:

• Employees• Customers• Prospects• Partners / Suppliers

BAM MonitoringEngine

DatabaseMonitoring

E-MailMonitoring

DatabaseMonitoring

Cross-AppMonitoring

E-MailMonitoring

DatabaseMonitoring

Cross-AppMonitoring

E-MailMonitoring

DatabaseMonitoring

O/SMonitoring

DeliveryMonitoring

Cross-AppMonitoring

E-MailMonitoring

DatabaseMonitoring

O/SMonitoring

Email Fax Cell Phone

Pager Web Screen Pop

TriggeredAlerts

DeliveryMonitoring

Cross-AppMonitoring

E-MailMonitoring

DatabaseMonitoring

O/SMonitoring

Email Web

FTP

TriggeredReports

Email Fax Cell Phone

Pager Web Screen Pop

TriggeredAlerts

DeliveryMonitoring

Cross-AppMonitoring

E-MailMonitoring

DatabaseMonitoring

O/SMonitoring

TriggeredUpdates

API ToolsetEmail Web

FTP

TriggeredReports

Email Fax Cell Phone

Pager Web Screen Pop

TriggeredAlerts

DeliveryMonitoring

Cross-AppMonitoring

E-MailMonitoring

DatabaseMonitoring

O/SMonitoring

Business Condition KnowledgeSync Action Business Benefit

Prospect not contacted in 14 days Email alert to salesrep & schedule follow-up (Sale is not lost!)

Inventory item nearing re-order level Auto-submit PO to vendor (Out-of-stock condition averted)

Invoice over 90 days overdue Email invoice copy to client (Avoid uncollected debt)

Blanket PO has quantity changed Page purchasing manager (Un-approved changes eliminated)

Biggest client’s monthly sales drops 30% Email sales rpt to account manager (Identify dissatisfied clients)

New order placed for customer Fax order confirmation to client (Manual task eliminated)

Customer changes order quantity Text msg shipping supervisor (Return shipment avoided)

Finance places client on credit hold Send pop-up message to salesrep (Sale to deadbeat client prevented)

Office machine lease about to expire Post web-alert for Purchasing dept (Equipment downtime avoided)

New customer added to contact database Copy data to financial database (Manual entry eliminated)

Support question received by email Auto-add request to help desk system (Email “black hole” avoided)

Too many support calls assigned to rep “Jarvis” Page support manager (Call backlog / burn-out averted)

Special pricing about to end Email reminder to current clients (Increased in sales)

MS Outlook mailbox is full Page IT manager (Email messages not lost)

Projects running over budget Email project status report to CFO (Project resources re-allocated)

Request for info logged into website Email info to prospect / schedule phone call (Manual task averted)

Item needed for repair is delayed Page field technician (Unnecessary trip averted)

Benefits:

Knowledge

– Dynamic – real-time

– Delivered; not requested

– BI-strength analysis

– Relevant content

– “Intelligent” recipients

– Anytime / anywhere / any device

Efficiency

• Reduced data latency

• Reduced dependency on human memory

• Reduced errors & improved organizational consistency

• Enterprise-level analysis & single-source administration

Over 4,000 KnowledgeSync clients.(More than all other BAM software

vendors combined)

Winner of TMCLabs’ “Editor’s Choice” award.

The only Sage Software “Endorsed Solution”

for Alerting and Workflow

“Partner’s Choice” & “ISV of the Year”award winner.

8+ years of on-going technologicalachievements

Profiled in ComputerWorldmagazine.

Over 700 certified resellersworldwide.

Awarded VarBusiness’“5 Star” Partner Program

award.

Vineyardsoft Corporation

www.sageknowledgesync.com

Pre-Configured Events for:

CRM:

Sage CRM SalesLogixSage CRMACT! by Sage SoftwareMaximizerProtrak

Finance & MRP/ERP:

Sage MAS90Sage MAS200Sage MAS500Sage PFWSage Accpac ERPSage Pro ERPSage BusinessWorksSage Timberline OfficeSage PeachtreeExonetExact Macola ProgressionExact Macola ESExact GlobeExact MAX

Quote, Doc, & RFP Mgmt:

QuoteWerksQwikQuoteSantPragmatechAltecDocuware

Other:

Exact e-SynergyHEATSupportDeskGoalCentrixTimeLinxSage FASTrackItMicrosoft ProjectOperating System

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

Vineyardsoft Corporation

www.sageknowledgesync.com

"KnowledgeSync is our 'invisible worker' . . . we were able to implement it easily and get our return on investment almost immediately."

(Administaff)

“The simple, easy alerts from KnowledgeSync are very well received. We’ve saved a lot of advertisers from going inactive and that translates into revenue.”

(The Seattle Times)

"KnowledgeSync releases our managers from the tedium of reviewing daily reports searching for anomalies. We anticipate instead of react.”

(SoftwareSource)

"With KnowledgeSync, we have effectively bridged the gap between disordered enterprise data and valuable business intelligence." (Davidson Oil)

"KnowledgeSync saves us the time and effort of manually checking to see if certain activities have or have not happened.” (Infinite

Media)

"KnowledgeSync can provide the means to make many areas of an enterprise run more efficiently, and therefore is deserving of an Editor's Choice award.“ (TMCLabs)

Thank you for your interest in Sage KnowledgeSync!

Vineyardsoft Corporation800-850-8055

www.sageknowledgesync.comsales@sageknowledgesync.com

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