Learn how your organization can use Sage software to become more data-driven in our on-demand webinar: http://bit.ly/get-more-data-driven

1. How to Leverage
Sage Software to Become a
Data-Driven Organization
Sharon Paul
Gross Mendelsohn Technology Solutions Group
410.685.5512
spaul@gma-cpa.com
Don Farber
farber@vineyardsoft.com
508-696-6495 ext 113

2. DID YOU KNOW?
There’s an on-demand
recording of this webinar
on our website.
WATCH IT HERE

3. Today . . .
. . . you periodically run (& review)
ERP reports, analyses, & queries
to identify important, actionable
data. You then determine who
needs to know about that
information and what actions need
to be taken.
The Future . . .
???
In your ERP system today, information is constantly
changing and much of it requires your attention and action.
The ‘yellow highlighter’ approach
 Invoices coming due
 Stock running low
 Delivery delays
 Expiring contracts
 Excessive price increases
 (and the list goes on)

4. You don’t have the time to keep on top of everything.

5. Today . . .
. . . you periodically run (& review)
ERP reports, analyses, & queries
to identify important, actionable
data. You then determine who
needs to know about that
information and what actions need
to be taken.
Tomorrow . . .
. . .you can have an ERP system
that pro-actively monitors itself for
critical, time-sensitive information,
auto-deliver needed info to the
right people, and auto-execute the
appropriate actions.
The ‘yellow highlighter’ approach The ‘data-driven’ approach
So why not look to your ERP data for help?

6. In your daily business activities,
when was the last time you said:
“If only we had known . . . “
August 21, 2018Sage Alerts & Workflow presentation 6
Data-Driven: The Question

7. “If only we had known . . . “
• . . . about those clients who had overdue invoices
• . . . that some salesreps were offering excessive discounts
• . . . those leases and contracts were about to expire
• . . . that we had unapproved purchase orders
• . . . about those repeat customers who stopped buying from us
• . . . as soon as we were running low on that item
• . . . about those costly on-demand AP checks
• . . . that the delivery was going to be late
• . . . that this vendor had increased our price by more than 15%
• . . . about those sales with very low profit margins
• . . . that we had duplicate items in inventory
• . . . about those customers who had changed their buying habits
Problematic Business Conditions

8. . . . is like a smoke-detector for your business data.
-- It operates automatically
-- You tell it what conditions to monitor
-- How often to check
-- How to respond
And it “responds” by:
-- Sending alerts
-- Delivering documents
-- Distributing reports
-- Updating your ERP application
A “Data-Driving” Technology . . .

9. Driving Receivables: “DSO” measures the efficiency of your A/R management.
(Revenue tied up in receivables cannot be used to fund operations or grow the business.)
A data-driving technology lowers your DSO by automatically
recognizing and responding to invoices that are coming due.
 Invoices are auto-generated and delivered
 Salesreps are auto-notified about coming due (& overdue) receivables
 New orders from past-due customers are prevented
A data-driven organization looks for ways to automate repetitive processes.
Data-Driving 101: Let’s Talk A/R

10. Automated monitoring.
. . . and not just ERP
Alerts.
. . . more than email
Form & document delivery.
. . . Invoices, statements, etc.
The Requirements of a Data-Driving
Solution
Report generation & distribution.
. . . scheduled and triggered
Graphical business analysis.
. . . for when a picture is worth . . .
Automatic application updates.
. . . for when data needs to be driven
back into your ERP application

11. So – let’s take a look at Sage’s data-driving solution
(Sage Alerts & Workflow).

12. Auto-monitor
Sage ERP
• New orders
• Overdue invoices
• POs pending approval
• Stock nearing re-order
• Client stopped buying
How it all works . . .

13.  Overdue receivables
 Late deliveries
 Discounts about to expire
 Stock approaching re-order
 Unapproved discounts
 Overstocks
 Clients not ordering
 Clients put on / taken off hold
 Clients changing their buying habits
 Project delays
 Cost overruns
 RMA alerts
 Gross margin too low
 Order configuration errors
 Changes to project start/end dates
 Tasks requiring approval
 Special pricing begins/ends
ERP Conditions
Any ERP Conditions

14. Sales/CRM conditions . . .
 Sales opportunities overdue for closing
 Customers changing their buying habits
 Contracts that are due to expire
Cross-Application . . .
 Between ERP and CRM
 Between ERP and HR
 Between ERP & ERP Add-Ons
Other Business Conditions
Incoming Email . . .
 Sent to support@yourcompany.com
 Sent to other “generic” accounts
 From web forms

15. Trigger Alerts
Auto-monitor
Sage ERP
• New orders
• Overdue invoices
• POs pending approval
• Stock nearing re-order
• Client stopped buying
How it all works . . .

16. A “Business Snapshot”
Web Alert

17. The right information,
to the right people,
at the right time,
via the right method.
email
fax
instant
message
text
message
ftp
Twitter
web
dashboard
Alert Delivery Methods

18. Trigger Alerts
Deliver Forms &
Documents
Invoice
Purchase Order
Statement
Auto-monitor
Sage ERP
• New orders
• Overdue invoices
• POs pending approval
• Stock nearing re-order
• Client stopped buying
How it all works . . .

20. Trigger Alerts
Deliver Forms &
Documents
Invoice
Purchase Order
Statement
Auto-monitor
Sage ERP
• New orders
• Overdue invoices
• POs pending approval
• Stock nearing re-order
• Client stopped buying
Generate Reports
How it all works . . .

21.  “Scheduled” & “Triggered” reports
 Date-sensitive (e.g., last week, next week, this month)
 First or last day of the period
 Special weekday & holiday handling
 In any format (e.g., PDF, HTML, Word, Excel)
Report Generation & Delivery
 Delivered via email, web browser, fax, or FTP
 Attached or embedded within emails
 Multiple recipient addresses (e.g., work vs home delivery)
 Reports-on-demand for mobile staff
• A/R Aging
• A/P Check Reconciliation
• Stock Status
• Job Completion
• G/L Summary
• Today’s Sales Orders
• Items on Backorder
• Shipment Confirmation
• Overdue Customers
• RMA Details

22. Trigger Alerts
Deliver Forms &
Documents
Invoice
Purchase Order
Statement
Auto-monitor
Sage ERP
• New orders
• Overdue invoices
• POs pending approval
• Stock nearing re-order
• Client stopped buying
Generate Reports
Produce Charts
& Graphs
How it all works . . .

23. Graphic Alerts
 Bar, pie, line, & other chart types
 Pre-configured (& custom) charts
 Comparative performance charts
 Scheduled or attached to real-time alerts
 Deliverable to staff, customers, vendors/suppliers
 Customizable size and appearance
 Multiple currency and numeric formatting options
 Multiple recipient addresses (e.g., work vs home delivery)
 Accessible via email or web browser

24. Trigger Alerts
Deliver Forms &
Documents
Invoice
Purchase Order
Statement
Auto-monitor
Sage ERP
• New orders
• Overdue invoices
• POs pending approval
• Stock nearing re-order
• Client stopped buying
Generate Reports
Produce Charts
& Graphs
Update Data
How it all works . . .

25. A data-driven technology must be able to drive data back into your
ERP (& related) applications, such as . . .
 Schedule a follow-up call after an order is placed
 Copy order details from ERP to CRM
 Approve a PO
 Re-assigning an overdue task
 Update an account with incoming mail details
 Auto-place an overdue client on Hold
The Workflow Actions Module
If then this

26. Trigger Alerts
Deliver Forms &
Documents
Invoice
Purchase Order
Statement
Auto-monitor
Sage ERP
• New orders
• Overdue invoices
• POs pending approval
• Stock nearing re-order
• Client stopped buying
The Data-Driven Solution
from Sage:
Generate Reports
Produce Charts
& Graphs
Update Data

27. overdue customers automates the collection process
late deliveries auto-notifies the client & salesrep
orders with low profit margins puts those orders on hold
leases & contracts about to expire sends the renewal docs in advance
unapproved purchase orders triggers alerts to the Purchasing manager
suppliers who raise their prices delivers price variance analysis for our CFO
pending backorders matches new shipments with pending orders
inventory approaching reorder level generates & delivers a purchase order
changes to clients credit status notifies the sales manager & the client
With Sage Alerts and Workflow to Drive Your Data . . .
Buried Deep in Your Data Sage Alerts & Workflow

28. That’s just 9 examples of how Alerts & Workflow
enables your organization to become more
data-driven.
. . . Sage 100 comes with 85 examples.
. . . Sage 300 comes with 55 examples.
. . . Sage 500 comes with 105 examples.
. . . Sage HRMS comes with 53 examples.
. . . Sage CRM comes with 32 examples.
. . . And there are more than 75 other
eventpaks for other business
applications . . . all free to you.

29. Case Study: Toyo Ink
Multi-national manufacturer of ink for printing presses
• Problem: Staff manually reported on client account activities, payment
& order status, etc. Had a very high DSO and bad debt ratio.
• Results: In 6 months, over 20,000 order, shipment, and payment
related alerts and workflow processes were executed.
• Benefits: Reduced A/R write-offs; lowered DSO, improved average
days to pay. Better insight into client activities & financial status.
• ROI: 100 work hours saved & A/R collections raised by $11k (monthly)
“Alerts and Workflow does the work of 1 – 2 full time staff.”

30. Monitor: Sage ERP for unlimited conditions
Alert: your staff, clients & vendors
Deliver: via any method
Execute: workflow to update your data
Benefit: No per user costs
+
Optional:
Licensing
Monitor 1 additional application
Monitor 2 additional applications
Monitor unlimited applications

31. Sage Alerts & Workflow:
Product Demonstration

32. . . . the leading solution for enabling data-driven organizations.
-- In use by over 12,000 organizations
-- Developed by Vineyarsdoft; sold by Sage
-- (Also known as “KnowledgeSync”)
-- Average 8.5 support tickets per day
Its History:
-- Sage Partner of the Year (3 years running)
-- “Editor’s Choice”, “Partner’s Choice” awards
-- VARBusiness Five-Star Award
-- Forbes’ “Top Productivity Enhancing Tool”
Sage Alerts & Workflow is . . .

33. And Sage Alerts & Workflow makes
more than just your Sage ERP solution
data-driven . . .

34. SA
SAGE
ERP
Sage Alerts & Workflow
Integrates with:
CRM
App
HR
App
Service
App
Other
Apps
Driving Decisions & Actions
Across Your Organization
The Data-Driven Enterprise
Sage Enterprise Intelligence
Inventory Advisor AP Automation
Avalara Altec
TrueCommerce Mapadoc
Process Weaver JobOps
ServiceManager Scanco
eCommerce
emailemail

35.  . . . do you have a lot of date-sensitive data?
(upcoming due dates, expiration dates, promise dates, deliver dates, discount dates)
 . . . do you have critical business thresholds that should drive business actions?
(if a client gets within 10% of credit limit, if there are more than 3 late deliveries, if gross profit drops below 20%)
 . . . do you have activities that must happen . . . but sometimes don’t?
(a customer who hasn’t purchased in 30 days, a supplier who hasn’t responded in the last 7 days)
 . . . do you use exception management to focus attention on what’s not going right in your business?
(duplicate item records, orders missing parts, excessive freight charges)
 . . . do you use trend analysis to identify and anticipate changes in your business?
(a client who is buying less than they usually do, a supplier with a higher than normal rate of returns)
 . . . do you need to know when critical business data is changed?
(a client’s credit limit or credit status is changed, an item’s MSRP is changed, an expected delivery date is changed)
 . . . do you have manual repetitive processes that could – and should – be automated?
(order confirmations, invoicing, statement generation, purchase order delivery)
Could You Benefit from Becoming
More Data-Driven?

36. Visit Our Website . . .

37. Take the Needs Assessment

38. Enabling Your
Organization to Become
More Data-Driven
Any Questions?
Sharon Paul
Gross Mendelsohn Technology Solutions Group
410.685.5512
spaul@gma-cpa.com
Don Farber
farber@vineyardsoft.com
508-696-6495 ext 113