www.orbis-software.com taskcentre james cooper system overview and roadmap update sage systems for

www.orbis-software.com

taskcentre

James Cooper

System overviewand roadmap update

Sage systemsFOR

What is TaskCentre?

Software that simplifies the automation of

Problems that aren’t solved by many accounts & CRM packages

Consequences

Solution

Using TaskCentre toovercome problems

Overcoming problems

What sort of problems?

Using TaskCentre toovercome problems

What sort of problems?

“Sorry, I haven’t done it yet..”

“Oops, I forgot..”

Fire fighting

Not being informed

Time spent running reports

Time spent on routine

communication

Time spent chasing for

answers

Time-consuming authorisation

processes

Workload caused by

separate systems

Not having time to sell

High cost & risk of bespoke

development

Consequences...

Poor communication

Wasted time

Low employee productivity

High overheads

No time for improvement

So, the problems are...

Any time-draining, repetitive jobs

humans do

... or don’t get round to doing ...or forget to do

Fixing the problems

• Automate things:» Generate emails automatically

» Automate reporting

» Automate document production e.g. monthly statements

» Start workflows automatically

» Integrate systems

• Concerns– Skills required to automate tasks = ?

– Time required to automate tasks = ?

Solution

We started building when ...

We kept at it ...

The result ...

Orbis TaskCentre v4.5

Eyes & ears

Actions

Communication I thought you ought to know that ...

Memory

Orbisthe robot

Image courtesy of

What Orbis really looks like...

How versatile are Orbis’s senses?

Orbis can handle almost every structured data store there is

Alerts

Reports

External communication

Workflow

Integration

Automation arc

“Oops, I forgot..”

Send remindersAlert when finished goods

are awaiting dispatch

So what?Goods dispatched promptly

Smoother operationsHappier customers

Product low on stock

So what?

Fire fighting

Reduce back-orders

Happier customers

Send instant alerts

Avoid delaysImprove ordering

When customer is put on credit stop

So what?

Fire fighting

Send instant alerts

Proactive response

Avoid mistakes Better communication

Reliable exception reporting

Alerts

Reports

Workflow

Integration

Automation arc

Automated reporting Sending internal reports regularly

So what? Better management & controlTeam work Responsiveness

Not being informed

Automated reporting Sending update reports to customers

So what? Customer satisfactionCommunication Productivity

Time spent running reports

Alerts

Reports

Workflow

Integration

Automation arc

Order acknowledgements, delivery ETAs, invoices, monthly statements, debt letters,

service reminders, etc

So what? Speed

Time spent on routine

communication

Labour savingBetter communication

Send automated marketingeg when selling products with finite lifespans

So what?Automate generation of sales opportunities

Sell moreIncrease your value to customers

Not having time to sell

Retain customers

Alerts

Reports

Gettinganswers

Integration

Automation arc

Workflow Automate chasing for answers

So what?Speed

Efficiency Convenience

Time spent chasing for

answers

Workflow Authorise things via email and web

So what?Speed

Efficiency

Time-consuming authorisation

processes

Convenience

Alerts

Reports

Gettinganswers

Integration

Automation arc

Integration Integrating Sage with other systems

So what?Up to date systems

Higher productivity

No re-keying

Workload caused by

separate systems

Fewer errors

Integration Making integration affordable

So what? Lower costRapid deployment

Flexibility

High cost & risk of bespoke

development

Easier ongoing maintenance

Automation

So, Orbis helps us by....

Doing workfor us

So what? Work is done well, on time, every time

How difficult & time consuming is it to use?

• It’s easy to use

• It’s quick to set up

How long for someone, who is NOT in the IT team, to ....

• Create an event driven task?

eg Send order acknowledgement by email when a sales order is processed

Send email when a sales order is received for a particular product

Start workflow when a purchase order needs authorising

What’s new?

• Recently released

• Coming soon

Recently released

• 64 bit support incl. Windows Server 2008 R2

• Windows 7 support

• SQL Server 2008 support incl. R2

• Office 2010 support

Recently released

• Sage 1000 ERP & Line 500 Connector tool

Recently released

• Sage CRM Connector tool

Recently released

• SalesLogix Connector tool

Recently released

XML handling including:– Generate XML files– Extract data from XML from files– Load data into a wide range of target applications

Flat file handling including:– Extract data from csv / delimited / text files– Load data into a wide range of target applications

Recently released

• File management tool

Recently released

• Watchdog monitoringUsing a second computer as a watchdog that monitors TaskCentre’s operation to ensure maximum up-time

Coming soon

Roadmap

• Data transformation toolTo format / re-structure data ready for loading into a target application

Roadmap

• SQL Server Reporting services compatibility

Web Service support

which opens up....

Roadmap

• Sharepoint integration

Roadmap

• Real time integration with couriers via web services

Roadmap

• Address checking from postcode

Roadmap

• Web-shop integration with:

Any many other eCommerce providers

Roadmap

• E-mail marketing services integration including:

Roadmap

• Currency conversion in real time including with:

Roadmap

• Government Gateway integration including for:

VAT Returns

EU sales info returns

P45’s / P46’s

Roadmap

• RSS feeds

Roadmap

• Regular, automated credit checking of your customers

Roadmap

• Two-way integration with Sage apps via Sage Data aka Sdata

Roadmap

• Integration with many other web services (SOAP & REST)

Who else agreesthat TaskCentre can fix it?

But definitely...

Over 4,000 customers

Ranging from large organisations

To smaller ones

Recent:

What our customers say

Sarah Wylde, Operations Manager

TaskCentre...

• Is phenomenal

• Has automated almost all of our processes

• Helps us compete by keeping down the cost of processing and fulfilling every order

Jamie Hughes, Managing Director

TaskCentre...

• Eradicates hours of repetitive administration

• Improved our customer retention rates

• Gave an immediate ROI

Peter Bromley, General Manager

TaskCentre...

• Ensures we always have up-to-date info in a way that was previously impossible for us

Jonathan Richards, IT Manager

TaskCentre...

• Is a mission critical system for us

• Automates over 400 processes

• Communicates with 100’s of customers every day

Jonathan Hinchcliffe, IT Manager

TaskCentre...

• Is like having an extra person in the office

Tom Dalton, General Manager

TaskCentre...

• Automatically sends emails to managers

• Significantly improves productivity

• Continues to be an excellent investment

• Is like a virtual employee

Justin Scott, Chairman

TaskCentre...

• Is a time machine ... it creates time for my team

Where could you use TaskCentre?

Accounts &Credit Control

Vehicle FleetManagement

Purchasing

Marketing SalesCustomer Services

& Helpdesk

Property &Facilities Management

Health, Safety& Security

SeniorManagement

ProfessionalServices

Manufacturing Warehouse,Stock Control& Distribution

ITHuman Resources

& Payroll

Retail, Trade Counter& Online Sales

Orbis is like a robot

It does work for us across many systems

Operations become easier to manage

Productivity increases

Profits rise

Orbis taskcentre

James Cooper

The end

I’m happy to visit your companyto discuss what TaskCentre could do for you.

Your Sage BP can arrange this.

www.orbis-software.com taskcentre james cooper system overview and roadmap update sage systems for

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