The document outlines a presentation by Paraman Srivatsalan on KnowledgeSync workflow and alerts, emphasizing its role in business activity monitoring for real-time decision making. It highlights various alerts related to finance, employee management, and stock management, aimed at keeping organizations informed about critical activities and changes. The presentation also discusses how Sage alerts can automate communication and responses, ensuring timely updates on employee events and benefits.

1. KnowledgeSync
Workflow and Alerts
Presented By: Paraman Srivatsalan

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?

9. Finance - Testimonial

10. Sales

11. Automated communication

12. Demo – Sage Alerts

13. Questions

14. Cost of Software

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

23. Sage Alerts and Workflow for Sage HRMS

24. Sage Alerts and Workflow for Sage HRMS
Thank You
Enjoy the rest of the conference