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”.
How to help customers solve the data centre upgrade dilemma – when you want an easy solution to help customer relocate quickly and painlessly … you need to talk to Alliance SI
How to help customers solve the data centre upgrade dilemma – when you want an easy solution to help customer relocate quickly and painlessly … you need to talk to Alliance SI
Experience Level Agreements: Why XLAs enable the SLA 2.0Marco Gianotten
User Experience (UX) in Enteprise IT is not artsy-fartsy. In today’s business environment, IT is getting too important to be steered with just technical and input-based metrics. Forget more 'content' with thicker Service Level Agreements (SLAs) and uber-complex Key Performance Indicators (KPIs); go for more context-based steering with UX. An XLA (exprience level agreement) completes the IT Governance mind.
Every company has a WorkiQ, however, most companies don't have good reporting tools to help calculate and improve it. This presentation introduces the benefits of finding and improving your company's WorkiQ through workforce analytics.
WorkiQ captures real-time desktop analytics and generates dynamic management dashboard based on the actual work activity of employees. WorkiQ can track activities across ALL applications, productive hours, the real steps involved with business processes, and the amount of time it takes associates to complete various categories of work tasks.
Common applications of WorkiQ Workforce Analytics:
•Identify top performers and replicate their activities/processes across teams.
•Eliminate self-reporting on activity time, throughput, and cycle time.
•Improve distribution of work by identifying underutilized skillsets or overworked associates.
•Increase engagement through peer-performance scorecards and gamification.
•Expose activities that drain an unnecessary amount of time and attention so that systems or processes can be improved. (critical before adjusting a core system or developing automation)
•Reduce outsourcing and overtime expense by increasing efficiency of current employees.
To learn more about workforce analytics and process automation, please visit www.workiq.com
Review this slide deck from a recent BrainSell webinar to learn how you can take your CRM reporting to the next level with IT Sapiens Analytic Reporting for SugarCRM.
Nice and specific with XLA.
Xperience Level Agreement started as a countermovement in the fight against so-called ‘watermelon’ SLAs. These SLA’s result in green scorecards at first glance, while customers are red-faced with frustration on the inside. XLA has since grown into a widely supported methodology and ITSM solutions for measuring and working towards a proper experience. Marco takes you on a whirlwind tour of how to use XLA and focusses on those KPIs that really make a difference. Another special aspect of this day is the launch of XLA for TOPdesk. The future of service excellence? Feel is the new killer app!
Leading a massive services organization or moonlighting and considering the jump to full time? Let's have a frank discussion about what it takes to run a growing services business. Check out these tips given out at SpiceWorld London from industry experts and your peers around the globe on what to consider before getting started, what to expect from clients (and what they expect from you!), and how to stand out from the masses. We'll take the discussion beyond tech and give you the lowdown on how to grow your business, big or small.
What is Microsoft Dynamics 365 Business Central & What Does It Mean for My Bu...Callie Wagner
Cloud Microsoft Dynamics 365 Business Central is a business management solution that's connecting people and processes like never before.
Benefits:
From day one it makes ordering, selling, invoicing and reporting easier and faster.
Turn your multiple disconnected systems into one.
Boost efficiency with automated tasks and workflows all from within familiar office tools like Outlook, Word & Excel.
Get a complete picture of your business with built-in intelligence.
With your business running in the cloud, it's easy to change and adapt at your own pace, start with what you need quickly and easily, and be ready for growth.
The C-Suite Data Advantage: How Workday Executives Reduce Costs and Make Bett...Workday, Inc.
Hear real-world examples of how top finance and HR executives are using data to drive impactful decisions across the enterprise in this webinar replay. Watch now to learn more.
Experience Level Agreements: Why XLAs enable the SLA 2.0Marco Gianotten
User Experience (UX) in Enteprise IT is not artsy-fartsy. In today’s business environment, IT is getting too important to be steered with just technical and input-based metrics. Forget more 'content' with thicker Service Level Agreements (SLAs) and uber-complex Key Performance Indicators (KPIs); go for more context-based steering with UX. An XLA (exprience level agreement) completes the IT Governance mind.
Every company has a WorkiQ, however, most companies don't have good reporting tools to help calculate and improve it. This presentation introduces the benefits of finding and improving your company's WorkiQ through workforce analytics.
WorkiQ captures real-time desktop analytics and generates dynamic management dashboard based on the actual work activity of employees. WorkiQ can track activities across ALL applications, productive hours, the real steps involved with business processes, and the amount of time it takes associates to complete various categories of work tasks.
Common applications of WorkiQ Workforce Analytics:
•Identify top performers and replicate their activities/processes across teams.
•Eliminate self-reporting on activity time, throughput, and cycle time.
•Improve distribution of work by identifying underutilized skillsets or overworked associates.
•Increase engagement through peer-performance scorecards and gamification.
•Expose activities that drain an unnecessary amount of time and attention so that systems or processes can be improved. (critical before adjusting a core system or developing automation)
•Reduce outsourcing and overtime expense by increasing efficiency of current employees.
To learn more about workforce analytics and process automation, please visit www.workiq.com
Review this slide deck from a recent BrainSell webinar to learn how you can take your CRM reporting to the next level with IT Sapiens Analytic Reporting for SugarCRM.
Nice and specific with XLA.
Xperience Level Agreement started as a countermovement in the fight against so-called ‘watermelon’ SLAs. These SLA’s result in green scorecards at first glance, while customers are red-faced with frustration on the inside. XLA has since grown into a widely supported methodology and ITSM solutions for measuring and working towards a proper experience. Marco takes you on a whirlwind tour of how to use XLA and focusses on those KPIs that really make a difference. Another special aspect of this day is the launch of XLA for TOPdesk. The future of service excellence? Feel is the new killer app!
Leading a massive services organization or moonlighting and considering the jump to full time? Let's have a frank discussion about what it takes to run a growing services business. Check out these tips given out at SpiceWorld London from industry experts and your peers around the globe on what to consider before getting started, what to expect from clients (and what they expect from you!), and how to stand out from the masses. We'll take the discussion beyond tech and give you the lowdown on how to grow your business, big or small.
What is Microsoft Dynamics 365 Business Central & What Does It Mean for My Bu...Callie Wagner
Cloud Microsoft Dynamics 365 Business Central is a business management solution that's connecting people and processes like never before.
Benefits:
From day one it makes ordering, selling, invoicing and reporting easier and faster.
Turn your multiple disconnected systems into one.
Boost efficiency with automated tasks and workflows all from within familiar office tools like Outlook, Word & Excel.
Get a complete picture of your business with built-in intelligence.
With your business running in the cloud, it's easy to change and adapt at your own pace, start with what you need quickly and easily, and be ready for growth.
The C-Suite Data Advantage: How Workday Executives Reduce Costs and Make Bett...Workday, Inc.
Hear real-world examples of how top finance and HR executives are using data to drive impactful decisions across the enterprise in this webinar replay. Watch now to learn more.
Brian Vital of Zoominfo How to Fast-Track Your SDRs Road to $1M RevenueTenbound
Brian Vital of Zoominfo How to Fast-Track Your SDRs Road to $1M Revenue from The Sales Development Conference 2020 full presentation here https://youtu.be/zcjBvkZmI04
Chop Customer Churn! A webinar for SaaS companies, Sept 2013CustomerGauge
While customer acquisition is often the prime focus sales and marketing efforts for Software-as-a-Service businesses, customer retention is all too often consigned to an afterthought.
But churn is not a problem to be addressed only as the customer leaves.
How SaaS Businesses can convert Trial Customers into Paying Customers, will walk you through some simple yet powerful ways of reducing churn.
The discussion will include:
How you can bring the voice of the customer into the organisation using simple metrics such as the Net Promoter® Score.
How you can create internal processes to swiftly and effectively close the loop on customer issues.
How you can use feedback to incrementally improve your products around your customer needs.
Are your frontline managers spending too many hours manually reviewing timesheets and payroll entries? In this slide deck, learn how Workday leverages machine learning to enable managers and payroll administrators to streamline these labor-intensive tasks—freeing up their time for more strategic, value-added work.
How to Plan and Create Visibility Across Your Teams Using GainsightGainsight
Deep-dive into Gainsight's approach to planning, prioritizing, and creating visibility across our teams through processes and leveraging different components of the tool.
In the changing world of finance, a single source of truth across both Workday and external data will enable you to grow revenue, stay competitive, and adapt quickly in the face of uncertainty. View this deck to learn about use cases for Workday Prism Analytics and best practices for delivering financial insights across the enterprise.
Experience everywhere: The post-crisis ITSM revolutionnexthink
The rapid digital transformation and disruption driven by the Coronavirus crisis has accelerated the shift to a ‘work-from-anywhere’ environment for many organisations.
Service organisations are expected to manage 100% of the digital workforce, yet research shows traditional processes and tools only provide 55% of the visibility required to confidently understand and manage high quality service delivery.
Why do we tolerate working in an environment that waits for something to break in order to fix it?
Many organisations are realising the benefits of sustaining home-working including increased staff productivity, morale and collaboration, coupled with lower office and travel costs, and reduced absenteeism.
With constant change, accelerating pace, rising expectations, and decreasing visibility–could this be the time to benefit from disruption and re-establish a service management eco-system that breaks free of SLAs, prioritises users–who’s only window into their work is their screen–and gain actionable insights to drive proactive, meaningful change for them?
Nexthink’s ITSM Practice Lead, David D’Agostino discussed how organisations drive superior digital employee experience in a ‘work-from-anywhere’ environment and key steps to take into our ‘next normal’.
When a hot lead arrives, how fast is your follow-up? Sales can degrade by 50% every day when a lead sits waiting. See the detailed analysis from Mary Firme and Dell's Bryan Shaw.
Best Practices for Scenario Planning and Remote Financial CloseWorkday, Inc.
This webinar replay shows how accounting teams can perform financial close remotely. The chief accounting officer and senior director of FP&A at Workday share best practices and recommendations for preparation, planning, and execution
When organizations remove the hurdles their employees face, engage with them on their needs and nurture and develop them, they create an extraordinary culture where employees unleash their potential, set new standards of excellence and create wonders. We call it peopleMAGIC. And it is made possible by Synergita’s cloud based performance management and analytics solution.
Synergita guarantees Zero Disruption as it is easy to use and integrates with existing applications and processes. Our customers go WOW! With our powerful features designed around their needs. Synergita’s Insta-go functionality gets you on your way with minimal fuss. Synergita is a system that works the way you want it to.
Synergita automates employee talent data, employee goals alignment, continuous employee performance reviews & feedback, employee engagement, employee development & retention.
Synergita is highly coherent and can be integrated with any pre-existing HR platform. Synergita aims to resolve all important talent management related pain points (employee engagement and employee development) of an organization and create more great places to work for employees.
You can manage employee talent information, set goals, track and monitor progress, manage competency and performance, do 360 degree feedback surveys, recommend training for employees, do employee engagement surveys, peer recognition, etc. using Synergita.
Are you confident that your workforce can keep up with today’s demands? Are you worried about the future and whether you’ll be ready to thrive during the next big change?
Workday and special guests discuss the workforce optimization journey and what it means for finance, HR, payroll, and operations leaders.
Taking Compensation and Workforce Planning to the Next Level at Commerce BankWorkday, Inc.
How does Workday customer Commerce Bank build its ideal workforce? By leveraging the power of the cloud with Workday Adaptive Planning. View this webinar replay to learn more.
Here is a presentation that I recently presented for an SAP Users Group. It provides a good overview of the concepts of Lean and Agile and the considerations for introducing Lean and Agile into an SAP or ERP project.
SAP enables faster decision making and improves productivity. Implementing SAP in your organization can lead you to Rapid Productization. To know more about SAP have a look on this presentation
See the exciting new time collection and attendance management system offered by Sage. Deana shares her depth of experience with this product and offers insights to time and cost savings that can be gained by any organization.
Learn about the robust advanced
scheduling system that empowers
supervisors and employees to promote
collaboraon and a workflow of
changes.
Engage in an over-arching discussion about how CRM can solve your organizational business challenges and demonstrate winning results. By illustrating the wide range of features available in CRM, join the team at BAASS, as we explore the benefit of installing cross functional CRM beyond ERP and contact management.
Share your thoughts and ideas in an “around- the-room” open table discussion to help us quantify the
relevant CRM requirements for your business.
Designed for both the novice or avid user of Sage CRM, join our session to unveil the roadmap of success for a
CRM soluon in your business.Understand how CRM delivers business benefits while exploring the key question of “how” it can benefit your business. By discussing common business challenges amongst varying industries, our team will take you through various role perspectives in
your organization and share the keybenefits for each.
Join Jamie Smith for an introduction to the Sage 300 Hosted and Managed Services offered by BAASS Business Solutions. We will discuss the basics of
our on premise and cloud hosted services by sharing examples of how companies just like yours benefit from
our services. We’ll engage in a quick demo of our offerings to make sure we answer all of your key questions.
Explore how CRM works exclusively for your business by drilling into the details of the CRM Consultation process, and the tools required in developing your business case. We’ll address the common questions of what to look for,
how to measure it, what to demand, and much more, by introducing effective measurements of how to manage a CRM program at work.
Payment Processing powered by the Sage Exchange module gives Sage 300 ERP users the benefit of comprehensive business management coupled with credit card processing. Studies show that more and more purchases are being made with credit cards. Explore the
efficiency offered by a fully integrated payment processing system.
Join the experts at BAASS to explore the endless possibilities and client success stories associated with our BAASS Development Tools. We’ll introduce you to various add on-tools we’ve developed in-house to meet your tailored business needs in every line of work. From ERP add-ons to CRM customizations for your business, our team at BAASS will share it all.
Are some of your employees spending most of their business hours on data entry? System Integrations built using best practices reduces data entry time and manual errors, while improving audit and compliance issues. Attend this session to understand best practices and considerations for building effective system integrations.
We’ll walk you through a number of our systems to ensure your in compliance with the best practices for seamless system integration throughout your organization.
Join the professionals at BAASS as we answer your key quesons about Business Intelligence and how it can fit
within your business model. Dive deeper into how varying
soluons offered by our vendors can cater specifically to your business needs. Uncover technology that transforms raw data into meaningful and useful informaon for your key business funcons. You’ll hear from a wide range of
presenters and be able to uncover details regarding each of the following Business Intelligence Tools:
1. BAASS Business Intelligence
2. Sage Business Intelligence
3. Info Explorer
4. BI Metrix
5. Data Warehousing BI
Payment Processing powered by the Sage Exchange module gives Sage
300 ERP customers the benefit t of comprehensive business management
coupled with credit card processing. Studies show that more and
more purchases are being made with credit cards each year, and vendors
accepting credit cards increase their sales by 15 to 50 percent. Sage ERP
Accpac customers can take full advantage of this opportunity with the
ease and efficiency offered by fully integrated payment processing.
First Things First: Building and Effective Marketing Strategy
Too many companies (and marketers) jump straight into activation planning without formalizing a marketing strategy. It may seem tedious, but analyzing the mindset of your targeted audiences and identifying the messaging points most likely to resonate with them is time well spent. That process is also a great opportunity for marketers to collaborate with sales leaders and account managers on a galvanized go-to-market approach. I’ll walk you through the methods and tools we use with our clients to ensure campaign success.
Key Takeaways:
-Recognize the critical role of strategy in marketing
-Learn our approach for building an actionable, effective marketing strategy
-Receive templates and guides for developing a marketing strategy
The What, Why & How of 3D and AR in Digital CommercePushON Ltd
Vladimir Mulhem has over 20 years of experience in commercialising cutting edge creative technology across construction, marketing and retail.
Previously the founder and Tech and Innovation Director of Creative Content Works working with the likes of Next, John Lewis and JD Sport, he now helps retailers, brands and agencies solve challenges of applying the emerging technologies 3D, AR, VR and Gen AI to real-world problems.
In this webinar, Vladimir will be covering the following topics:
Applications of 3D and AR in Digital Commerce,
Benefits of 3D and AR,
Tools to create, manage and publish 3D and AR in Digital Commerce.
AI-Powered Personalization: Principles, Use Cases, and Its Impact on CROVWO
In today’s era of AI, personalization is more than just a trend—it’s a fundamental strategy that unlocks numerous opportunities.
When done effectively, personalization builds trust, loyalty, and satisfaction among your users—key factors for business success. However, relying solely on AI capabilities isn’t enough. You need to anchor your approach in solid principles, understand your users’ context, and master the art of persuasion.
Join us as Sarjak Patel and Naitry Saggu from 3rd Eye Consulting unveil a transformative framework. This approach seamlessly integrates your unique context, consumer insights, and conversion goals, paving the way for unparalleled success in personalization.
Is AI-Generated Content the Future of Content Creation?Cut-the-SaaS
Discover the transformative power of AI in content creation with our presentation, "Is AI-Generated Content the Future of Content Creation?" by Puran Parsani, CEO & Editor of Cut-The-SaaS. Learn how AI-generated content is revolutionizing marketing, publishing, education, healthcare, and finance by offering unprecedented efficiency, creativity, and scalability.
Understanding
AI-Generated Content:
AI-generated content includes text, images, videos, and audio produced by AI without direct human involvement. This technology leverages large datasets to create contextually relevant and coherent material, streamlining content production.
Key Benefits:
Content Creation: Rapidly generate high-quality content for blogs, articles, and social media.
Brainstorming: AI simulates conversations to inspire creative ideas.
Research Assistance: Efficiently summarize and research information.
Market Insights:
The content marketing industry is projected to grow to $17.6 billion by 2032, with AI-generated content expected to dominate over 55% of the market.
Case Study: CNET’s AI Content Controversy:
CNET’s use of AI for news articles led to public scrutiny due to factual inaccuracies, highlighting the need for transparency and human oversight.
Benefits Across Industries:
Marketing: Personalize content at scale and optimize engagement with predictive analytics.
Publishing: Automate content creation for faster publication cycles.
Education: Efficiently generate educational materials.
Healthcare: Create accurate content for patients and professionals.
Finance: Produce timely financial content for decision-making.
Challenges and Ethical Considerations:
Transparency: Disclose AI use to maintain trust.
Bias: Address potential AI biases with diverse datasets.
SEO: Ensure AI content meets SEO standards.
Quality: Maintain high standards to prevent misinformation.
Conclusion:
AI-generated content offers significant benefits in efficiency, personalization, and scalability. However, ethical considerations and quality assurance are crucial for responsible use. Explore the future of content creation with us and see how AI is transforming various industries.
Connect with Us:
Follow Cut-The-SaaS on LinkedIn, Instagram, YouTube, Twitter, and Medium. Visit cut-the-saas.com for more insights and resources.
Short video marketing has sweeped the nation and is the fastest way to build an online brand on social media in 2024. In this session you will learn:- What is short video marketing- Which platforms work best for your business- Content strategies that are on brand for your business- How to sell organically without paying for ads.
SMM Cheap - No. 1 SMM panel in the worldsmmpanel567
Boost your social media marketing with our SMM Panel services offering SMM Cheap services! Get cost-effective services for your business and increase followers, likes, and engagement across all social media platforms. Get affordable services perfect for businesses and influencers looking to increase their social proof. See how cheap SMM strategies can help improve your social media presence and be a pro at the social media game.
Mastering Local SEO for Service Businesses in the AI Era is tailored specifically for local service providers like plumbers, dentists, and others seeking to dominate their local search landscape. This session delves into leveraging AI advancements to enhance your online visibility and search rankings through the Content Factory model, designed for creating high-impact, SEO-driven content. Discover the Dollar-a-Day advertising strategy, a cost-effective approach to boost your local SEO efforts and attract more customers with minimal investment. Gain practical insights on optimizing your online presence to meet the specific needs of local service seekers, ensuring your business not only appears but stands out in local searches. This concise, action-oriented workshop is your roadmap to navigating the complexities of digital marketing in the AI age, driving more leads, conversions, and ultimately, success for your local service business.
Key Takeaways:
Embrace AI for Local SEO: Learn to harness the power of AI technologies to optimize your website and content for local search. Understand the pivotal role AI plays in analyzing search trends and consumer behavior, enabling you to tailor your SEO strategies to meet the specific demands of your target local audience. Leverage the Content Factory Model: Discover the step-by-step process of creating SEO-optimized content at scale. This approach ensures a steady stream of high-quality content that engages local customers and boosts your search rankings. Get an action guide on implementing this model, complete with templates and scheduling strategies to maintain a consistent online presence. Maximize ROI with Dollar-a-Day Advertising: Dive into the cost-effective Dollar-a-Day advertising strategy that amplifies your visibility in local searches without breaking the bank. Learn how to strategically allocate your budget across platforms to target potential local customers effectively. The session includes an action guide on setting up, monitoring, and optimizing your ad campaigns to ensure maximum impact with minimal investment.
The digital marketing industry is changing faster than ever and those who don’t adapt with the times are losing market share. Where should marketers be focusing their efforts? What strategies are the experts seeing get the best results? Get up-to-speed with the latest industry insights, trends and predictions for the future in this panel discussion with some leading digital marketing experts.
Mastering Local SEO for Service Businesses in the AI Era is tailored specifically for local service providers like plumbers, dentists, and others seeking to dominate their local search landscape. This session delves into leveraging AI advancements to enhance your online visibility and search rankings through the Content Factory model, designed for creating high-impact, SEO-driven content. Discover the Dollar-a-Day advertising strategy, a cost-effective approach to boost your local SEO efforts and attract more customers with minimal investment. Gain practical insights on optimizing your online presence to meet the specific needs of local service seekers, ensuring your business not only appears but stands out in local searches. This concise, action-oriented workshop is your roadmap to navigating the complexities of digital marketing in the AI age, driving more leads, conversions, and ultimately, success for your local service business.
Key Takeaways:
Embrace AI for Local SEO: Learn to harness the power of AI technologies to optimize your website and content for local search. Understand the pivotal role AI plays in analyzing search trends and consumer behavior, enabling you to tailor your SEO strategies to meet the specific demands of your target local audience. Leverage the Content Factory Model: Discover the step-by-step process of creating SEO-optimized content at scale. This approach ensures a steady stream of high-quality content that engages local customers and boosts your search rankings. Get an action guide on implementing this model, complete with templates and scheduling strategies to maintain a consistent online presence. Maximize ROI with Dollar-a-Day Advertising: Dive into the cost-effective Dollar-a-Day advertising strategy that amplifies your visibility in local searches without breaking the bank. Learn how to strategically allocate your budget across platforms to target potential local customers effectively. The session includes an action guide on setting up, monitoring, and optimizing your ad campaigns to ensure maximum impact with minimal investment.
Digital marketing is the art and science of promoting products or services using digital channels to reach and engage with potential customers. It encompasses a wide range of online tactics and strategies aimed at increasing brand visibility, driving website traffic, generating leads, and ultimately, converting those leads into customers.
https://nidmindia.com/
For too many years marketing and sales have operated in silos...while in some forward thinking companies, the two organizations work together to drive new opportunity development and revenue. This session will explore the lessons learned in that beautiful dance that can occur when marketing and sales work together...to drive new opportunity development, account expansion and customer satisfaction.
No, this is not a conversation about MQLs and SQLs. Instead we will focus on a framework that allows the two organizations to drive company success together.
How to Run Landing Page Tests On and Off Paid Social PlatformsVWO
Join us for an exclusive webinar featuring Mariate, Alexandra and Nima where we will unveil a comprehensive blueprint for crafting a successful paid media strategy focused on landing page testing.With escalating costs in paid advertising, understanding how to maximize each visitor’s experience is crucial for retention and conversion.
This session will dive into the methodologies for executing and analyzing landing page tests within paid social channels, offering a blend of theoretical knowledge and practical insights.
The Pearmill team will guide you through the nuances of setting up and managing landing page experiments on paid social platforms. You will learn about the critical rules to follow, the structure of effective tests, optimal conversion duration and budget allocation.
The session will also cover data analysis techniques and criteria for graduating landing pages.
In the second part of the webinar, Pearmill will explore the use of A/B testing platforms. Discover common pitfalls to avoid in A/B testing and gain insights into analyzing A/B tests results effectively.
Monthly Social Media News Update May 2024Andy Lambert
TL;DR. These are the three themes that stood out to us over the course of last month.
1️⃣ Social media is becoming increasingly significant for brand discovery. Marketers are now understanding the impact of social and budgets are shifting accordingly.
2️⃣ Instagram’s new algorithm and latest guidance will help us maintain organic growth. Instagram continues to evolve, but Reels remains the most crucial tool for growth.
3️⃣ Collaboration will help us unlock growth. Who we work with will define how fast we grow. Meta continues to evolve their Creator Marketplace and now TikTok are beginning to push ‘collabs’ more too.
Come learn how YOU can Animate and Illuminate the World with Generative AI's Explosive Power. Come sit in the driver's seat and learn to harness this great technology.
2. KnowledgeSync workflow and Alerts
Session Information
KnowledgeSync workflow and Alerts
(Sage Alerts)
Track A
Time: 2:00 PM to 3:00 PM
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. 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. 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. 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. 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. 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?
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. 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. 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. 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. 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. 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. 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. 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