EMF4SaratogaCRM

MICHAEL MALICHSENIOR PROJECT MANAGER

Agenda

• What is Event Management Framework (EMF) ?

• Which Challenges do we have in Saratoga Administration ?

• DEMO to show: - How EMF4CRM helps You and Your Users- Advantages with EMF4CRM

• Questions

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Event Management Framework (EMF)

Event Management Framework

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• CDC Software Product• Toolkit for your personalized solution• Event driven• Useful for all business areas

CRM

Business Applications

HR

WHM

ERP

Bespoke

Business Data Event Detection

CDCEMF

Events triggered by data

Flexible Integration

CRM

Business Applications

HR

ERP

Event Management

WHM

Bespoke

CDCEMF

Events triggered from “Outside”

NotifyInform someone or something(Email, sms, fax, ...)

UpdateSave information as a result of the event (history, KPIs, ...)

ExecuteCall applications or additional processes

ResponseReceive responses from humans or machines

TrackMonitor post detection activities

Notify

Update

Execute

Response

Track CDCEMF

Events Lifecycle

•Possible duplicate invoices•High payment warning•Change of bank details warning on supplier/employee account •New supplier added•Change in customer discount •Change in customer credit limits•Customer exceeded credit limit•Differences between PO and goods receipt quantities•Overdue invoices•Credit Cards Due to Expire in Less Than 30 Days / Expired

Financial Alerting

•Non-Moving stock•Raw goods received• Inbound goods rejected•Customer order dispatched, notify customers•Goods selling faster than projected•Goods returned requiring credit•Sell by date approaching/exceeded•Low/zero stock warnings•Shipping and delivery quantities do not match•Goods not yet delivered – overdue•Change of delivery time

Supply Chain Alerting

•Employees still have large amount of holiday and holiday year end approaching.•Work permit about to expire/Work permit has expired.•Salary increase above X percentage.•Employee has had more than X days sickness.•Health and Safety – Checking that required training courses have been attended for person in particular role.•Fire Wardens/First Aiders – checking that each business location has the required number.•Employees approaching retirement age.•Continued bad time keeping.•New employee.

Human Resources Alerting

Challenges in Saratoga Administration

Challenges in CRM Administration

• Logging of data imports- Import.msg, Import.M01, Import.M02 …

• Logging in distributed environments- Extract.msg, Extract.M01, Extract.M02 …- Upload.msg, Upload.M01, Upload.M02 …

• Synchronisation- Complete extract- Download duration for Remotes

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DEMO

Advantages of EMF4CRM

Advantages of EMF4CRM• Faster reaction on remote user requests• Protocol check automatically in background• Optimized data extracts for reduced

download time• Significant less administration work• Less error rate• Better availability of your CRM

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Satisfied Administrator

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Result:

Satisfied Users

QUESTIONS….