Transcript www.sageusernetwork.com

taskcentre
FOR
Sage systems
System overview
and roadmap update
James Cooper
www.orbis-software.com
Software that
simplifies
the
What
is TaskCentre?
automation of
tasks
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Overcoming problems
Problems that aren’t solved by
many accounts & CRM packages
Using TaskCentre to
Consequences
overcome
problems
Solution
Proof
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What sort of problems?
Using TaskCentre to
overcome problems
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What sort of problems?
“Sorry, I haven’t
done it yet..”
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“Oops, I forgot..”
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Fire fighting
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Not being
informed
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Time spent
running reports
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Time spent on
routine
communication
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Time spent
chasing for
answers
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Time-consuming
authorisation
processes
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Workload caused
by
separate systems
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Not having
time to sell
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High cost & risk
of bespoke
development
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Consequences...
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Poor
communication
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Wasted time
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Low employee
productivity
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High
overheads
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No time for
improvement
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So, the problems are...
Any time-draining,
repetitive jobs
humans do
... or don’t get round to doing ...or forget to do
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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 = ?
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Solution
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We started building when ...
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We kept at it ...
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The result ...
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Orbis TaskCentre v4.5
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Communication
Orbis
the robot
I thought you ought to know that ...
Eyes & ears
Brain
Memory
Orbis
the robot
Actions
Image courtesy of
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What Orbis really looks like...
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How versatile are Orbis’s senses?
Orbis can handle almost every structured data store there is
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Proof
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Automation arc
Integration
Workflow
External
communication
Reports
Alerts
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“Oops, I forgot..”
Send reminders
Alert when finished goods
are awaiting dispatch
Goods dispatched promptly
So what?
Smoother operations
Happier customers
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Fire fighting
Send instant alerts
So what?
Product low on stock
Avoid delays
Improve ordering
Reduce back-orders
Happier customers
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Fire fighting
Send instant alerts
So what?
When customer is put on credit stop
Proactive response
Avoid mistakes
Reliable exception reporting
Better communication
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Automation arc
Integration
Workflow
External
communication
Reports
Alerts
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Not being
informed
Automated reporting
So what?
Sending internal reports regularly
Better management & control
Team work
Responsiveness
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Time spent
running reports
Automated reporting
So what?
Sending update reports to customers
Customer satisfaction
Communication
Productivity
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Automation arc
Integration
Workflow
External
communication
Reports
Alerts
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Time spent on
routine
communication
External
communication
Order acknowledgements, delivery ETAs,
invoices, monthly statements, debt letters,
service reminders, etc
So what?
Labour saving
Better communication
Speed
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Not having
time to sell
External
communication
So what?
Send automated marketing
eg when selling products with finite lifespans
Automate generation of sales opportunities
Sell more
Increase your value to customers
Retain customers
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Automation arc
Integration
Getting
answers
External
communication
Reports
Alerts
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Time spent
chasing for
answers
Workflow
So what?
Automate chasing for answers
Speed
Efficiency
Convenience
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Time-consuming
authorisation
processes
Workflow
So what?
Authorise things via email and web
Speed
Efficiency
Convenience
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Automation arc
Integration
Getting
answers
External
communication
Reports
Alerts
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Workload caused
by
separate systems
Integration
Integrating Sage with other systems
No re-keying
So what?
Fewer errors
Up to date systems
Higher productivity
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High cost & risk
of bespoke
development
Integration
So what?
Making integration affordable
Lower cost
Rapid deployment
Flexibility
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Easier ongoing maintenance
So, Orbis
helps us by....
Automation
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Doing work
for us
So what?
Work is done well, on time, every time
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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
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What’s new?
• Recently released
• Coming soon
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Recently released
• 64 bit support incl. Windows Server 2008 R2
• Windows 7 support
• SQL Server 2008 support incl. R2
• Office 2010 support
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Recently released
• Sage 1000 ERP & Line 500 Connector tool
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Recently released
• Sage CRM Connector tool
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Recently released
• SalesLogix Connector tool
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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
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Recently released
• File management tool
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Recently released
• Watchdog monitoring
Using a second computer as a watchdog that monitors
TaskCentre’s operation to ensure maximum up-time
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Coming soon
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Roadmap
• Data transformation tool
To format / re-structure data ready for loading into a target application
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Roadmap
• SQL Server Reporting services compatibility
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which opens up....
Web Service support
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Roadmap
• Sharepoint integration
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Roadmap
• Real time integration with couriers via web services
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Roadmap
• Address checking from postcode
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Roadmap
• Web-shop integration with:
Any many other eCommerce providers
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Roadmap
• E-mail marketing services integration including:
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Roadmap
• Currency conversion in real time including with:
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Roadmap
• Government Gateway integration including for:
VAT Returns
P45’s / P46’s
EU sales info returns
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Roadmap
• RSS feeds
RSS
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Roadmap
• Regular, automated credit checking of your customers
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Roadmap
• Two-way integration with Sage apps via Sage Data aka Sdata
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Roadmap
• Integration with many other web services (SOAP & REST)
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Who else agrees
that TaskCentre can fix it?
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Bob?
But definitely...
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Ranging from large organisations
Over 4,000 customers
To smaller ones
Recent:
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What our customers say
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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
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Jamie Hughes, Managing Director
TaskCentre...
• Eradicates hours of repetitive administration
• Improved our customer retention rates
• Gave an immediate ROI
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Peter Bromley, General Manager
TaskCentre...
• Ensures we always have up-to-date info in a
way that was previously impossible for us
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Jonathan Richards, IT Manager
TaskCentre...
• Is a mission critical system for us
• Automates over 400 processes
• Communicates with 100’s of customers every day
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Jonathan Hinchcliffe, IT Manager
TaskCentre...
• Is like having an extra person in the office
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Tom Dalton, General Manager
TaskCentre...
• Automatically sends emails to managers
• Significantly improves productivity
• Continues to be an excellent investment
• Is like a virtual employee
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Justin Scott, Chairman
TaskCentre...
• Is a time machine ... it creates time for my team
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Where could you use TaskCentre?
Senior
Management
Marketing
Human Resources
& Payroll
Accounts &
Credit Control
Sales
IT
Purchasing
Manufacturing
Warehouse,
Stock Control
& Distribution
Retail, Trade Counter
& Online Sales
Customer Services
& Helpdesk
Professional
Services
Property &
Facilities Management
Vehicle Fleet
Management
Health, Safety
& Security
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Recap
Orbis is like a robot
It does work for us
across many systems
Operations become
easier to manage
Productivity increases
Profits rise
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Orbis taskcentre
James Cooper
The end
I’m happy to visit your company
to discuss what TaskCentre could do for you.
Your Sage BP can arrange this.
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