Sage Alerts & Workflow is a business activity monitoring solution that automates responses to changes in business data. It monitors ERP, CRM, and other systems for specified conditions, and can trigger alerts, generate reports, update systems, and more. The webinar presentation highlighted benefits like avoiding bad debt, keeping better track of business metrics, and streamlining report delivery. Pricing starts at $1,799 per monitored application. A special webinar promotion was offered to attendees for a discounted trial of Sage Alerts & Workflow.

1. Alerts & Workflow for Sage 100 ERP
Business Activity Monitoring
Webinar Audio:
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on your webinar panel. Or listen in using
your microphone or computer speakers.
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Technical Difficulties:
Call: (805) 617-7000 (Option 1)
Start Time: 2:00 pm EST

2. Today’s Presenters
Howard Finestone
Don Farber, Vineyardsoft Software
President

3. Webinar Details

4. Overview Solutions

5. Topic: InstaDocs | Document Management
Solution for Sage 100 ERP
Presented by
A Leading 3rd Party Solutions Provider for Sage 100
Date: February 25, 2015
Time: 2:00 – 3:00pm ET
Sign Up Today:
www.netatwork.com/Sage100webinar
Don’t Miss Our Next Sage 100 Webinar!
Business Systems

6. Sage Alerts & Workflow
Give Your ERP System a Voice!
Don Farber, Vineyardsoft
farber@vineyardsoft.com
508-696-6495 ext 113

7. Introduced in 1999; sold across Sage product lines
-- A Business Activity Monitoring (BAM) solution
-- “A smoke detector for business data”
-- Over 10,000 clients worldwide
Its History:
-- TMCLabs “Editor’s Choice”
-- Sage OEM of the Year (3 years running)
-- Partner’s Choice Award
-- VARBusiness Five-Star Award
-- Forbes’ “Top Productivity Enhancing Tool”
What Is Alerts & Workflow?

8. MonitorRespond

9. MonitorRespond
When Something Happens
Trigger an Automated Response

10. MonitorRespond
When Something Happens
(When an order is placed)
Trigger an Automated Response
(Email a confirmation to the client)

11. MonitorRespond
ERP Data
CRM Data
HRMS Data
Incoming Email
Operating System
Other/Home-Grown Data
Trigger an Automated Response

12. MonitorRespond
Send an Alert
Deliver a Report
Generate a Chart
Send a Relevant Form
Update an Application
Execute a Custom Process
ERP Data
CRM Data
HRMS Data
Incoming Email
Operating System
Other/Home-Grown Data

13. Automate Your “If – Then”
“. . . If a customer is overdue . . . then re-send them their invoices.”
“. . . If a client has decreased their purchases . . . then notify their salesrep.”
“. . . If there are excessive discounts . . . then put the order on hold.”
“. . . If a lease is about to expire . . . then notify the vendor.”
“. . . If a PO is un-approved . . . then alert our CTO.“
“. . . If a supplier has raised their prices . . . then send a chart of the increases.”
“. . . If a shipment could fulfill backorders . . then deliver a report of those orders.”
“. . . If a potential sale is for an overdue client . . then notify the salesrep.”
“. . . If we have a new price list . . . then distribute it to all staff.”

14. Scenario:
• A customer has net 30 terms
• They have $30k over 45 days old, but …
… you don’t know it because you run
your reports at month-end
• Mid-month you ship them a $25k order
• At month-end you discover the problem . . .
For Example: Bad Debt
“If only we had
known!”
Cost of not knowing?
• Best case: Carrying $55k in A/R
• Worst case: Writing off $55k when they close shop

15. To avoid bad debt, you would . . .
 . . . auto-send the client their overdue invoices & statement
 . . . auto-run & auto-deliver the A/R Aging report on this client
 . . . auto-notify the account manager
 . . . auto-notify your finance dept
 . . . auto-place the client on credit hold
“I’m so glad
I knew.”
The Solution that does this is:
Sage Alerts & Workflow
How To Avoid Bad Debt

16. Keeping On Top of Your Business:
The Challenges

17. Do you have enough time to run reports & analyses
and determine what’s going right and what’s going
wrong in your ERP system -- and why?

18.  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
How Soon Do You Know About . . .

19. Data-Mining
ERP
Monitoring
Sage Alerts & Workflow
automates the monitoring process
so you’re never caught by surprise

20. Data-Mining
ERP
Monitoring
Sage Alerts & Workflow
automates the monitoring process
so you’re never caught by surprise
(including automated trend analysis)

21. Are you able to easily see where the data in
one application impacts the data in
another application?
Uncompleted activities
Changes to sales opportunities
Dips in a salesrep’s pipeline
Prospects not contacted in ‘x’ days
Limited-time specials
Changes in buying habits
Salesreps who don’t synch
Overloaded support reps
Repeat buying incentives
Leads not followed-up on
Clients put on/off credit hold
Overdue receivables/dunning notices
Sending order confirmations
Stock that is nearing its re-order level
Delayed order/part shipment
Auto-gen picking lists
Orders with un-approved discounts
Early payment discounts
Match incoming stock with backorders
Time-sensitive stock
CRM ERP

22. Uncompleted activities
Changes to sales opportunities
Dips in a salesrep’s pipeline
Prospects not contacted in ‘x’ days
Limited-time specials
Changes in buying habits
Salesreps who don’t synch
Overloaded support reps
Repeat buying incentives
Leads not followed-up on
Clients put on/off credit hold
Overdue receivables/dunning notices
Sending order confirmations
Stock that is nearing its re-order level
Delayed order/part shipment
Auto-gen picking lists
Orders with un-approved discounts
Early payment discounts
Match incoming stock with backorders
Time-sensitive stock
Sage CRM Sage ERP
(Does the sale slip thru the cracks?)
What Happens If . . .
A new sales opportunity is created in your CRM system
but the same client has past due invoices
sitting in your ERP system?

23. Data-Mining
Multiple Applications
(CRM, HR, etc)
Sage Alerts & Workflow
combines data from multiple apps and
analyzes it for convergence points
(enterprise-wide)

24. What happens to emails sent to generic accounts –
do they end up lost in a black hole?
(e.g., support@your_company.com)

25.  “Generic” messages sent to “info@” or “sales@”
 Emails with questions on an order’s status
 Shipment-related emails from your suppliers
 Website requests for product information
 Website registrations for class enrollments
 Website downloads of trial software
Emails Sent To . . .
info@
acme.com
support@
acme.com
sales@
acme.comOrder-status@
acme.com
finance@
acme.com

26. E-Mail
Monitoring
Data-Mining
Sage Alerts & Workflow
monitors incoming email and determines
who it’s from and how to process it

27. How many times have you heard a staffer say:
“But I never got the message!”

28. email
fax
instant
message
text
message
ftp
Twitter
dashboard
Chart
So Many Devices . . .

29. Email Cell Phone
Pager/PDA Fax
IM Twitter Web
Response
Triggered
Alerts
E-Mail
Monitoring
Data-Mining
Cross-App
Monitoring
Database
Monitoring
Sage Alerts & Workflow
delivers information via any
combination of devices.
(including “failover alerts”)

30. When delivering standard forms such
as invoices, statements, picking lists,
and purchase orders, do you still
rely on a lot of manual processes?
Do you use a yellow highlighter
to identify just the 20% of a
report that requires your attention?

31. Reports & Forms
Challenges abound . . .
 Invoices take weeks to deliver
 Past due reminders . . . are themselves late
 You throw away 80% of most reports
 Mobile staff = missed reports
 Details vs Summary vs Graphs
 By the time it arrives, it’s out-of-date
 “I already get too much email . . . “
 A simple order confirmation – too much to ask?

32. E-Mail
Monitoring
ResponseData-Mining
Cross-App
Monitoring
Database
Monitoring
Email Cell Phone
Pager/PDA Fax
IM Twitter Web
Triggered
Alerts
Forms, documents
and reports
Invoice
Sales Analysis
Stock Status
Sage Alerts & Workflow triggers,
generates and delivers forms & reports –
when needed, in the right format
and to the right people.

33. How are staff supposed to respond to alerts when
the alert itself – not to mention any required follow-up –
doesn’t appear in your ERP system?
ERP

34. (But ERP shows the client’s credit status is still good?)
So That Means . . .
When a client has overdue invoices in ERP,
. . . they are auto-emailed their past due invoices.
. . . their account rep is notified.
. . . finance is alerted.
?

35. Triggered
Updates
API Toolset
Response
Email Cell Phone
Pager/PDA Fax
IM Twitter Web
Triggered
Alerts
Email Web FTP
E-Mail
Monitoring
Data-Mining
Cross-App
Monitoring
Database
Monitoring
Sage Alerts & Workflow
triggers intelligent updates to your
ERP and related software systems.

36. E-Mail
Monitoring
Data-Mining
Database
Monitoring
Cross-App
Monitoring
Triggered
Updates
API Toolset
Response
Email Cell Phone
Pager/PDA Fax
IM Twitter Web
Triggered
Alerts
Email Web FTP

37. Case Study
Toyo Ink: Multi-national manufacturer of ink for printing presses
• Problem: Staff had to go to too many sources to learn about account
activities, payment & order status, etc. Exception management done
manually.
• Results: In 6 months, over 20,000 alerts to staff, clients, partners
• Benefits: Better insight into who has been sold what, their financial
status, and current stock, order, & delivery status
• ROI: Saves 100+ work hours monthly
• ROI: A/R collections raised by $11k monthly

38. Monitor: one application for unlimited conditions
Alert: as many people as they wish
Deliver: via any communications method
Price: $1,799 (no per-user fees)
+
Add “Reports” Module: $999 (one-time cost)
Add “Actions” Module: $999 (one-time cost)
Monitor additional applications: $1,799 per application (4 = Unlimited)
Options:
Licensing & Pricing

39. Try It!

40. Sage Alerts & Workflow Webinar Promotion
Option 1 Recommend Option
Regular Value: $995
$895
$595*What you will get:
First 5 to
commit will
get the $595
waived!
What you will get:
• Free 90‐day license of Alerts & Workflow
• Low cost offering:
What you will need to do:
Plus! New or existing customers who buy one
connection will get a second connection free by 3/27/15

41. Sage Alerts & Workflow Webinar Promotion!!
One-time Webinar promotion* (attendees only) for Net@Work Service Offering:
 Download and Remote Installation of 90-day trial of Sage Alerts & Workflow (“SAW”).
 Configuration & testing of up to three (3) SAW “events,” from Net@Work provided events list.
 Configuration of one (1) Internet-based email account for the sending of email alerts.
 Connection of one (1) Sage100 application to SAW via ODBC.
 Configuration of up to three (3) alert recipients (“subscribers”).
 30-45 minutes of overview training.
 Webinar Promotion: $595 available until Feb 27th on a first come, first served basis.
* subject to terms and conditions of agreement

42. Any Questions?
Thank You For Attending!
Shaun Garrity | Net@Work
Phone: 800-719-3307 Ext. 0817
sgarrity@netatwork.com
Pat Russo | Net@Work
Phone: 800-719-3307 Ext. 1767
prusso@netatwork.com
Stephanie Davis | Net@Work
Phone: 800-719-3307 Ext. 3812
sdavis@netatwork.com
Ashley Bonser | Net@Work
Phone: 800-719-3307 Ext. 6080
abonser@netatwork.com
John Guglielmo | Net@Work
Phone: 800-719-3307 Ext. 3978
jguglielmo@netatwork.com