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 ...
KnowledgeSync workflow and Alerts
Have You Ever Thought What Could Happen If . . .
 You threw away a match and it wasn’t ...
KnowledgeSync workflow and Alerts

Sage Alerts
• Business Activity Monitoring (BAM)
• “It’s What You Don’t Know That’ll Hu...
Sage Alert Technology
Clients
Prospects
Partners
Acct Mgrs
Alerts
Support Reps
Finance
E-Mail
Exec Mgmt
Fax
Sales
Remote C...
Customer service events
• Don’t Realize that Client Quotes, Price Specials, or Discounts
are Expiring?
• Don’t Tell Client...
Stock Management
• Don’t Know About Critical Stock Items Approaching Their ReOrder Level?
• Don’t Tell Clients About Produ...
Employee management
• Fail to Spot Excessive, Un-Approved Discounts on Client
Orders?
• Realize That There Are Critical St...
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
N...
Sage Alerts and Workflow for Sage HRMS
When did that happen . . . ???”
. . . a new employee was hired – or fired!
. . . Jo...
Sage Alerts and Workflow for Sage HRMS
Alerts
Business Activity Monitoring system (BAM)

– Auditing – Track history of cri...
Sage Alerts and Workflow for Sage HRMS
Reports
Generate and deliver forms and documents

Workflow or Actions
Other applica...
Sage Alerts and Workflow for Sage HRMS
• Benefit Triggers:
– Benefits; Changes Made Today
– Benefits; Changes Effective To...
Sage Alerts and Workflow for Sage HRMS
• General Employee Triggers:
– Attendance; Absences to Start Today
– Employees; Rev...
Sage Alerts and Workflow for Sage HRMS
• Employee Notes Triggers:
– Employee Notes; Due for Follow-Up Today

• Leave of Ab...
Sage Alerts and Workflow for Sage HRMS
• Certification Triggers:
– Certification; Expires in 'x' Days (Any Cert)
– Certifi...
Sage Alerts and Workflow for Sage HRMS
Sage Alerts and Workflow for Sage HRMS

Thank You
Enjoy the rest of the conference
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BAASS Connect 2013 - KnowledgeSync Workflow and Alerts

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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”.

Published in: Marketing, Technology, Business
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BAASS Connect 2013 - KnowledgeSync Workflow and Alerts

  1. 1. KnowledgeSync Workflow and Alerts Presented By: Paraman Srivatsalan
  2. 2. KnowledgeSync workflow and Alerts Session Information KnowledgeSync workflow and Alerts (Sage Alerts) Track A Time: 2:00 PM to 3:00 PM
  3. 3. KnowledgeSync workflow and Alerts 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?
  4. 4. 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."
  5. 5. Sage Alert Technology Clients Prospects Partners Acct Mgrs Alerts Support Reps Finance E-Mail Exec Mgmt Fax Sales Remote Clients Pager/PDA Cell Phone Webcast Other Application DBs Updates CRM, Finance, MRP/ERP DBs Scheduled Or Triggered Reports Response Module Monitor Module Incoming E-Mail web Other Application DBs CRM, Finance, MRP/ERP DBs Operating System
  6. 6. 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
  7. 7. Stock Management • Don’t Know About Critical Stock Items Approaching Their ReOrder 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 TimeSensitive Stock?
  8. 8. 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?
  9. 9. Finance - Testimonial
  10. 10. Sales
  11. 11. Automated communication
  12. 12. Demo – Sage Alerts
  13. 13. Questions
  14. 14. Cost of Software
  15. 15. 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
  16. 16. 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?
  17. 17. 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
  18. 18. 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
  19. 19. 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
  20. 20. 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
  21. 21. 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
  22. 22. 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
  23. 23. Sage Alerts and Workflow for Sage HRMS
  24. 24. Sage Alerts and Workflow for Sage HRMS Thank You Enjoy the rest of the conference
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