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© 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

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Page 1: © 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc.

Automating ProcessesLet Informer do the heavy lifting…

PRESENTER: Tim Nicholson| Title & Organization| Date

Page 2: © 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc.

Automating Processes

• Using TCL/ECL• Using the Scheduler

Page 3: © 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc.

TCL/ECL

• U2 only• Executes database commands– Query statements– Paragraphs– BASIC programs– OS Scripts

• Matt Rees, Entrinsik

Page 4: © 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc.

Automating Letter Generation

• Past due notices• Previously required user interaction• Eliminated the need for user interaction • Automatically generated based on the schedule

Page 5: © 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc.

Compound Condition using the “At least one of…” as a condition selector

Page 6: © 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc.

In the first section of the compound condition, we entered a TCL command to remove all entries from the previous run

Page 7: © 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc.

In the second section, we entered another Compound Condition, this time using the “All of…” as a condition selector.

Page 8: © 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc.

This is the criteria used to obtain our list of overdue clients.

Page 9: © 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc.

Execute a series of TCL commands.

The third statement takes the records selected by Informer and sends them to SEMtek process LETTER.PRINT.AUTO using the STATEMENT parameter.

Here our letters are generated.

Page 10: © 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc.

Results are returned back to Informer for final reporting.

Page 11: © 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc.

Results• The Informer report shows the clients

which had a statement generated.• The actual statement was generated from

within SEMtek • We plan to offer this feature to our SEMtek

clients in the near future. We also have ideas that can simplify this even more.

* Actual figures used come from test database

Page 12: © 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc.

Next Phase

• Automatically email letters• Eliminate human intervention• Free up valuable internal resources.

Page 13: © 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc.

Scheduler

• Run reports off-line• Email results• Export results– File– Savelist (U2 only)

• Susan Fenn, Wake Tech

Page 14: © 2012 Entrinsik, Inc. Automating Processes Let Informer do the heavy lifting… PRESENTER: Tim Nicholson| Title & Organization| Date

© 2012 Entrinsik, Inc.

Thank you! Any questions?