Alerts                                  Event Manager    Reports                    (KnowledgeSync) v8.0    Workflow      ...
Corporate. . .KnowledgeSync Adoption--   Started in 1999--   Over 7,500 clients--   Over 1,100 partners--   15 OEM Partner...
Have You Ever Said . . .“. . . if only we had known . . .”
Data-Driven: DefinitionA “data-driven” organization is one in which your business datapro-actively presents you with insig...
Data-Driven: The Voice“Giving Your Data a Voice”Too many managers spend too much time wading through voluminousreports. Th...
Data-Driven: ExamplesWhat can your data say to you?“Hey – this item is approaching re-order.”“Did you know that client ‘ab...
Data-Driven: 8 ConditionsHow to decide what you want your data to say?1)   Date-sensitive conditions     create date, due ...
Exception ManagementTo achieve “exception management”, you need to . . .1) Run exception reports2) Review the reports3) Ta...
Data-Driven: 8 ConditionsHow to decide what you want your data to say? (con’t)5) Data Integrity     duplicate invoice numb...
Data-Driven: TechnologyEnabling Your Data to Use its VoiceBusiness Activity Monitoring (BAM; also known as “operational bu...
What happens if you      are not   Data-Driven?
Consider This . . .  Scenario:  • You have a customer who normally pays within 30 days  • They currently have $30k that is...
If You Are Data-Driven . . .. . . before another order is placed for this client . . .• . . . the salesrep is notified abo...
Cross-App  E-Mail                              Database                            Monitoring Monitoring                  ...
New Features. . .(and existing features you might  not have known about . . . )
“Navigator” Module
Calculation Wizard
Alerts Via IM            Supports most Instant             Messaging Systems:            Windows Messenger                ...
Alerts Via Twitter
Alert Dashboards
Invoicing / Statements
Reports-on-Demand
Update Wizard
Trend Analysis
Inactivity Monitoring
Job Streams
Cross-Application AnalysisAlerts & Workflow can combine data from multiple applications and analyze it     jointly, such a...
Affordable & Cost-Effective                                                    License   M&SAlerts Edition                ...
Benefits and ROI-- Less Information; More Knowledge. Spend less time asking for, producing,   and reviewing information. A...
Benefits and ROI-- Less Information; More Knowledge. Spend less time asking for, producing,   and reviewing information. A...
Alerts                                  Event Manager    Reports                    (KnowledgeSync) v8.0    Workflow      ...
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Event Manager / KnowledgeSync Software Webinar

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On June 14, we hosted a webinar with Don Farber of Vineyardsoft, the creator of the event manager software KnowledgeSync. Don has a great way of conveying the value of Event Manager. If you own the software, Don talks about what’s new and exciting in Version 8. If you don’t, you will see the power and value of this tool.

View the full webinar at http://info.algorithminc.com/vineyardsoft-event-manager-webinar/

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Event Manager / KnowledgeSync Software Webinar

  1. 1. Alerts Event Manager Reports (KnowledgeSync) v8.0 Workflow How to Succeed as a Data-Driven OrganizationCommunicate More Efficiently Do Less Manual Work See Problems Before They Happen Vineyardsoft Corporation info@vineyardsoft.com www.vineyardsoft.com (800) 850-8055
  2. 2. Corporate. . .KnowledgeSync Adoption-- Started in 1999-- Over 7,500 clients-- Over 1,100 partners-- 15 OEM PartnersOur History:-- TMCLabs “Editor’s Choice”, ISV of the Year-- #1 Sage “Endorsed” Partner-- MAS ERP Solution of the Year (2011)-- SalesLogix OEM Partner of the Year (2011)-- Partner’s Choice Award-- VARBusiness Five-Star Award-- Forbes’ “Top Productivity Enhancing Tool” (2010 & 2011)
  3. 3. Have You Ever Said . . .“. . . if only we had known . . .”
  4. 4. Data-Driven: DefinitionA “data-driven” organization is one in which your business datapro-actively presents you with insight into indicators that warranta logical business decision.Reversing the FlowCurrently – Execs make a decision then find data to support itShould Be – Data tells you not only that a decision needs to be made, butalso often tells you what that decision should be.Managers should be responsible for tempering the decision based onwhat the data shows.
  5. 5. Data-Driven: The Voice“Giving Your Data a Voice”Too many managers spend too much time wading through voluminousreports. That’s not “listening” . . . That’s “searching”.Few – if any – of the folks “in the trenches” are even given access toreporting, as that’s a potential black hole for time spent.So . . .. . . If you can identify what it is you want your data to tell you, thenit’s possible to empower your data to speak to you (and to the folks inthe trenches) when those business conditions exist.
  6. 6. Data-Driven: ExamplesWhat can your data say to you?“Hey – this item is approaching re-order.”“Did you know that client ‘abc’ has significantly lowered their purchasing level?”“Uh-oh – someone’s trying to push thru a 27% discount.”“If you pay this AP invoice today, you can still get the early pay discount.”“This item is going to be delivered late to Acme, Inc. . . . ““Customer ‘xyz’ has more than 3 invoices that are overdue for payment”“We have a project that is less than 50% done, but has used up more than50% of its budget.”“Someone just put Acme, Inc. on credit hold.”“Salesrep Lisa Smith has just entered a new sales opportunity that would putthe client over their credit limit.”“You sold a lot less of item ‘456’ this quarter versus last quarter.”
  7. 7. Data-Driven: 8 ConditionsHow to decide what you want your data to say?1) Date-sensitive conditions create date, due date, or expiration date is today, tomorrow or past. . .2) Approaching thresholds sales over ‘x’ dollars, clients nearing credit limit, item nearing re-order point . . .3) Things that have not happened customer who has not purchased, lead follow-up not made . . .4) Exceptions to normal processing too many late deliveries, profit margin too low
  8. 8. Exception ManagementTo achieve “exception management”, you need to . . .1) Run exception reports2) Review the reports3) Take action based on the reports’ contentConsider this:1) Auto-monitor for exceptions2) Auto-deliver the reports to the appropriate recipients3) Auto-execute the appropriate action(s)(E.g., check to see if a client has overdue invoices, if so, auto-send the report to the salesrep, auto-send the statement to the client, and automatically put the client on credit hold.)
  9. 9. Data-Driven: 8 ConditionsHow to decide what you want your data to say? (con’t)5) Data Integrity duplicate invoice numbers, invalid phone numbers, missing email addresses . . .6) Trend Analysis customer is buying less than they used to, less of an item sold this quarter. . .7) Data Inconsistencies project ‘x’ percent done, due in ‘y’ days, step #3 started, step #2 unfinished . . .8) Data Changes credit status/limit changed, item cost changed . . .
  10. 10. Data-Driven: TechnologyEnabling Your Data to Use its VoiceBusiness Activity Monitoring (BAM; also known as “operational business intelligence”) -- Automated Monitoring (to look for relevant business conditions) -- Alerts (to tell people about these conditions) -- Reports & Forms (to include relevant content in the alert) -- Workflow (to update your applications)
  11. 11. What happens if you are not Data-Driven?
  12. 12. Consider This . . . Scenario: • You have a customer who normally pays within 30 days • They currently have $30k that is 45 days old, but … … you don’t know it because you run your A/R reports at month-end • Today you deliver another order worth $25k to them • At month-end you identify this issue and discover that the client is having serious cash flow problems . . .By not being data-driven, you . . .• . . . will carry $55k in receivables for this client• . . . may have to write off $55k if they close shop
  13. 13. If You Are Data-Driven . . .. . . before another order is placed for this client . . .• . . . the salesrep is notified about them.• . . . your finance dept starts collections.• . . . the client is resent their statement.• . . . The client is placed on credit hold.And this would have been done by:KnowledgeSync Alerts & Workflow
  14. 14. Cross-App E-Mail Database Monitoring Monitoring Monitoring Delivery O/SMonitoring Monitoring Triggered Forms, Documents Alerts Triggered & Reports Updates Invoice Picking List A/R Aging Email Email Cell Phone API Toolset Web Pager/PDA Fax FTP Screen Pop Web
  15. 15. New Features. . .(and existing features you might not have known about . . . )
  16. 16. “Navigator” Module
  17. 17. Calculation Wizard
  18. 18. Alerts Via IM Supports most Instant Messaging Systems: Windows Messenger GoogleTalk Yahoo! Messenger ICQ
  19. 19. Alerts Via Twitter
  20. 20. Alert Dashboards
  21. 21. Invoicing / Statements
  22. 22. Reports-on-Demand
  23. 23. Update Wizard
  24. 24. Trend Analysis
  25. 25. Inactivity Monitoring
  26. 26. Job Streams
  27. 27. Cross-Application AnalysisAlerts & Workflow can combine data from multiple applications and analyze it jointly, such as calculating whether a new lead in a CRM application would put a client over their credit limit in their ERP application. Uncompleted activities Clients put on/off credit hold Changes to sales opportunities Overdue receivables/dunning notices Dips in a salesrep’s pipeline Sending order confirmations Prospects not contacted in Stock that is nearing its re-order level ‘x’ days Limited-time specials CRM ERP Delayed order/part shipment Changes in buying habits Auto-gen picking lists Salesreps who don’t synch Orders with un-approved discounts Overloaded support reps Early payment discounts Repeat buying incentives Match incoming stock with backorders Leads not followed-up on Time-sensitive stock
  28. 28. Affordable & Cost-Effective License M&SAlerts Edition $1,799 $399Sends alerts about any conditions via any device; Add Reports Module $499 $99 Add Actions Module $999 $199Monitor an Additional Application $1,799 $399Monitor Unlimited Applications $8,695 $1,700Includes all functionality plus monitoringthe O/S & Incoming Mail
  29. 29. Benefits and ROI-- Less Information; More Knowledge. Spend less time asking for, producing, and reviewing information. Automatically get only what you need to make the appropriate decisions.-- Improve Service Levels-- Faster Response. Reduce data latency; beat the other guy to the punch.-- Fewer Omissions & Errors.-- Automate Repetitive Tasks. Leverage “human time” and use it for those tasks that really need it.-- Expand Internal Awareness. Reduce the errors that occur thru departmentalized business intelligence.-- Increased Customer Awareness.
  30. 30. Benefits and ROI-- Less Information; More Knowledge. Spend less time asking for, producing, and reviewing information. Automatically get only what you need to make the appropriate decisions.-- Improve Service Levels-- Faster Response. Reduce data latency; beat the other guy to the punch.-- Fewer Omissions & Errors.-- Automate Repetitive Tasks. Leverage “human time” and use it for those tasks that really need it.-- Expand Internal Awareness. Reduce the errors that occur thru departmentalized business intelligence.-- Increased Customer Awareness.
  31. 31. Alerts Event Manager Reports (KnowledgeSync) v8.0 Workflow Questions? Don FarberCommunicate More Efficiently Vineyardsoft Corporation farber@vineyarsoft.com 800-850-8055 ext 113 Do Less Manual Work See Problems Before They Happen Vineyardsoft Corporation info@vineyardsoft.com www.vineyardsoft.com (800) 850-8055

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