EMF4SaratogaCRMMICHAEL MALICHSENIOR PROJECT MANAGER
Agenda• What is Event Management Framework  (EMF) ?• Which Challenges do we have in  Saratoga Administration ?• DEMO to sh...
Event ManagementFramework (EMF)
Event Management Framework•   CDC Software Product•   Toolkit for your personalized solution•   Event driven•   Useful for...
Events triggered by dataBusiness Applications       CRM                        Business Data   Event Detection     HR     ...
Events triggered from “Outside” Business Applications                                                 Event Management    ...
Events Lifecycle                                     Notify                                     Inform someone or somethin...
Financial Alerting• Possible duplicate invoices• High payment warning• Change of bank details warning on supplier/employee...
Supply Chain Alerting• Non-Moving stock• Raw goods received• Inbound goods rejected• Customer order dispatched, notify cus...
Human Resources Alerting• Employees still have large amount of holiday and holiday  year end approaching.• Work permit abo...
Challenges inSaratoga Administration
Challenges in CRM Administration• Logging of data imports   - Import.msg, Import.M01, Import.M02 …• Logging in distributed...
DEMO
Advantages of EMF4CRM
Advantages of EMF4CRM• Faster reaction on remote user requests• Protocol check automatically in background• Optimized data...
Result:Satisfied Administrator   Satisfied Users                          16
QUESTIONS….
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Saratoga CRM: Event Management Framework

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Saratoga CRM's Event Management Framework (EMF) can support your business and make administration simple. Get an overview of the EMF functionality and learn more about the EMF client and server and CRM processes.

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Saratoga CRM: Event Management Framework

  1. 1. EMF4SaratogaCRMMICHAEL MALICHSENIOR PROJECT MANAGER
  2. 2. Agenda• What is Event Management Framework (EMF) ?• Which Challenges do we have in Saratoga Administration ?• DEMO to show: - How EMF4CRM helps You and Your Users - Advantages with EMF4CRM• Questions 2
  3. 3. Event ManagementFramework (EMF)
  4. 4. Event Management Framework• CDC Software Product• Toolkit for your personalized solution• Event driven• Useful for all business areas 4
  5. 5. Events triggered by dataBusiness Applications CRM Business Data Event Detection HR WHM ERP Bespoke
  6. 6. Events triggered from “Outside” Business Applications Event Management CRM HR ERP WHM Bespoke Flexible Integration
  7. 7. Events Lifecycle Notify Inform someone or something Notify (Email, sms, fax, ...) Update Save information as a result ofTrack Update the event (history, KPIs, ...) Execute Call applications or additional processes Response Response Execute Receive responses from humans or machines Track Monitor post detection activities
  8. 8. Financial Alerting• Possible duplicate invoices• High payment warning• Change of bank details warning on supplier/employee account• New supplier added• Change in customer discount• Change in customer credit limits• Customer exceeded credit limit• Differences between PO and goods receipt quantities• Overdue invoices• Credit Cards Due to Expire in Less Than 30 Days / Expired
  9. 9. Supply Chain Alerting• Non-Moving stock• Raw goods received• Inbound goods rejected• Customer order dispatched, notify customers• Goods selling faster than projected• Goods returned requiring credit• Sell by date approaching/exceeded• Low/zero stock warnings• Shipping and delivery quantities do not match• Goods not yet delivered – overdue• Change of delivery time
  10. 10. Human Resources Alerting• Employees still have large amount of holiday and holiday year end approaching.• Work permit about to expire/Work permit has expired.• Salary increase above X percentage.• Employee has had more than X days sickness.• Health and Safety – Checking that required training courses have been attended for person in particular role.• Fire Wardens/First Aiders – checking that each business location has the required number.• Employees approaching retirement age.• Continued bad time keeping.• New employee.
  11. 11. Challenges inSaratoga Administration
  12. 12. Challenges in CRM Administration• Logging of data imports - Import.msg, Import.M01, Import.M02 …• Logging in distributed environments - Extract.msg, Extract.M01, Extract.M02 … - Upload.msg, Upload.M01, Upload.M02 …• Synchronisation - Complete extract - Download duration for Remotes 12
  13. 13. DEMO
  14. 14. Advantages of EMF4CRM
  15. 15. Advantages of EMF4CRM• Faster reaction on remote user requests• Protocol check automatically in background• Optimized data extracts for reduced download time• Significant less administration work• Less error rate• Better availability of your CRM 15
  16. 16. Result:Satisfied Administrator Satisfied Users 16
  17. 17. QUESTIONS….

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