saratoga crm: event management framework
Post on 20-Oct-2014
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DESCRIPTION
Saratoga CRM's Event Management Framework (EMF) can support your business and make administration simple. Get an overview of the EMF functionality and learn more about the EMF client and server and CRM processes.TRANSCRIPT
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….