Transcript Slide 1

Introducing:
Sage KnowledgeSync for
Sage Abra HRMS
March 4, 2010
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Topics
• Introductions
• Introducing Sage KnowledgeSync for Sage Abra
• “The cost of not knowing”
• KnowledgeSync demo
• Endorsed Partner program details
– Pricing, margins, ordering
– Product delivery and support
– Marketing and training opportunities
• Sales, Marketing and Support Resources
– Partner training opportunities
– Marketing campaigns, etc.
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Today’s Speakers
• Tom Tillman
Director Strategic Relations
Sage Employer Solutions Business Unit
• Don Farber
Vice President Sales and Marketing
Vineyardsoft
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Sage KnowledgeSync
for Sage Abra HRMS
Overview
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What is Sage KnowledgeSync?
• It is the leading “Alerts & Workflow” solution on the
market, with 10 years experience and over 6,000
clients.
• Sage is offering it to give clients an “enterprise-class”
Business Activity Monitoring solution to complement
the existing Abra Alerts solution.
• Sage KnowledgeSync is referred to as “SKS” and is
the recipient of numerous awards, including Forbes’
“Top Productivity Enhancing Tool” (2009).
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The Solution -- BAM
Sage
Abra
Sage
CRM
Sage
MAS
Sage
KnowledgeSync
eMails
Reports
Monitors
data
bases
When an
event occurs,
automatically
triggers:
Forms
Dashboard
Alerts
Other
Data
“Push vs Pull”
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Actions
Key Features and Benefits
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Monitoring. SKS includes BI-level data mining, including trend
analysis, cross-application analysis, and incoming mail monitoring.
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Alerting. SKS can trigger alerts via email (all types), fax, pager, cell
phone, screen pop, FTP, and dynamic dashboard.
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Reporting. SKS can trigger, generate, and deliver Forms, Documents,
and Crystal Reports. This can be done on a “triggered” basis or on a
recurring schedule.
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Workflow. SKS can write data back into the Sage Abra database, or
move data from Abra into other applications (or vice versa).
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Graphic, Wizard-Driven Interface. SKS does not require programming
or SQL expertise; events are configured quickly & easily.
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SKS vs. Abra Alerts
Capabilities
Abra Alerts
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Monitor DB Changes
Detect File & Folder Changes
Date/Time Monitoring
Query Databases
Email Notifications
Includes Pre-Defined Alerts
Create Custom Alerts
Include Data in Alerts
Include Attachments in Alerts
Send Automated Responses
KnowledgeSync
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Wizard Driven
Pager, Fax, Cell Phone, & Dashboard Alerts
SQL Database
Cross-Application Monitoring
Workflow – Data Updates
Incoming Email Monitoring
Supports All Email Systems
Multi-Step Job Streams
Embedded Crystal Reports
HTML, PDF, Excel, Word Formats
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On-line Audit Trail
Alert Failover
Primary & Secondary Alert Addresses
FTP Forms, Documents & Reports
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Sage KnowledgeSync &
“The Cost of Not Knowing”
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Excessive Overtime
Scenario:
• A company’s monthly overtime rarely exceeds 50 hours.
• Halfway thru the month, they have 40 hours of OT, but …
… they don’t know it because they run their reports at month-end
• Over the remainder of the month, they add 35 more hours of OT
• At month-end they recognize the issue and discover meeting payroll
this month won’t be quite so easy . . .
Cost of not knowing?
• Best case: Paying for 50% more OT than usual
• Worst case: Layoffs or budget slashes . . .
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Excessive Overtime
To prevent, you would want to:
• Alert the HR manager about the accruing OT
• Notify the finance dept & put a hold on employee OT
• Send managers OT reports of their employees
• Flag employee records for those with abnormally high OT
• Set up the OT report to auto-run whenever the OT accrues at a
rate that will likely exceed 50 hours per month
The Solution:
Sage KnowledgeSync Alerts & Workflow
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Sage KnowledgeSync
Product Demo
(by Don Farber)
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Marketing &
Keys to Selling
Sage KnowledgeSync
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Describing Sage KnowledgeSync
1)
2)
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“Alerts and Workflow”
“Alerts on Steroids”
“Business Activity Monitoring”
“A Smoke Detector for your Business”
“Operational Business Intelligence”
You choose. But it really all boils down to just 3 things:
-- Watching & responding
-- Automating tasks previously done manually
-- Not Saying “If only we had known . . . “
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“It’s a Reminder system, right?”
Most clients have a very narrow understanding of what an alert is:
“Of course I know what an alert is . . . It’s a reminder.”
Some clients have a slighter wider definition:
“An alert tells me when something bad has happened.”
Part of your goal in a KnowledgeSync presentation is to expand the client’s
understanding of what an alert is . . . or can be. For example . . .
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“Gee – I never thought of that . . . ”
Reminders
(tasks, certifications, reviews)
Thresholds
(too much OT, too many absences)
Exceptions
(unapproved vacation req, % pay raise)
Looking Ahead / Behind
(this week’s training, last week’s overtime)
Things Not Happening
(drug test not taken, certif not renewed)
Data Integrity
(Invalid phone #, missing benefit code)
Trends
(OT increased by 20%)
Data Changes
(Pay rate or benefits changed)
Inconsistencies
(new hire; gets 4 weeks vacation)
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Never Lose “Time Sensitivity”
“What happens when . . . ?“
“How long does it take you to realize . . . ?“
“How soon do you need to know . . . ?“
“How quickly are you able to . . . ?“
“How much time passes between . . . ?“
“What happens if someone doesn’t realize . . . ?“
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Let The App Describe Itself
“How quickly do you find out . . . ?”
“Have you ever had . . . ?”
“What happens when . . . ?”
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Memorize Common Business Pains
“Have you ever been annoyed by things like . . .”
 . . . Managers who forget about employee reviews
 . . . Employees who neglect to renew their certifications
 . . . Prospective hires that are awaiting review
 . . . Not knowing about employees’ upcoming absences
 . . . New on-demand checks you weren’t expecting
 . . . Excessive overtime by staff
 . . . Employees allowed to take vacation time they don’t have
 . . . Unexpected changes to an employees’ benefits
 . . . Not knowing that an employee failed a drug test
 . . . People who miss training classes they’ve signed-up for
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Use “Pain” Statements
“What does it cost your organization when . . .”
 . . . Your staff logs excessive overtime
 . . . A manager forgets an employee’s review
 . . . You lose a good prospective hire due to no follow-up
 . . . There are errors in an employee’s health care options
 . . . A training course is cancelled due to low attendance
 . . . An employee takes an unexpected leave of absence
 . . . You have to retroactively compensate for a pay raise
 . . . A foreign employee lets their Visa expire
 . . . You send paychecks to an employee’s old address
 . . . The appropriate departments are not told about a new hire
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Sage KnowledgeSync
Pricing, Licensing, &
Ordering
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Pricing – U.S. and Canada
License
Support
Professional Edition
FREE
$399
Enterprise Edition One Connection Alerts
Sends alerts about any conditions via any device;
$1,799
$399
$499
$999
$99
$199
Enterprise Edition Full One Connection Bundle
$3,295
$650
Monitor an Additional Application
$1,799
$399
Monitor Unlimited Applications (4+ connections)
Includes all functionality plus monitoring
the O/S & Incoming Mail
$8,695
$1,700
Add Reports Module
Add Actions
* Number of users does not affect pricing
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Margins and Margin Tier Credit
• License Margin = standard margin, maximum 30%
• Support Margin = standard margin, maximum 18%
• All SKS license sales will count toward your Sage
margin tier attainment
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Configuring the SKS Order
• Abra customer will only have to buy is a one connection license
• SKS “Enterprise One Connection” covers all of Sage Abra.
• However, the order must indicate the number of physical Abra
databases
• On the order, you will supply this information:
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Abra Suite or Abra SQL?
If Abra SQL, Is SQL Payroll included?
If SQL Payroll yes, the how many Payroll companies?
Is Abra ESS and/or Abra BE included?
• If Abra TimeSheet will also be monitored, a ‘1 Connection upgrade’ will
need to be added to the order
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SKS Ordering and Fulfillment
Begins on March 12th
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SKS included on Abra Price list
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Order through Abra – St. Pete
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Include (if you have it) the name of the server on which SKS will be
installed
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Orders communicated to vendor (Vineyardsoft) daily
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Customer receives SKS license code & download and installation
instructions within 24 hours
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SKS EventPaks (preconfigured events & dashboards) included for Abra
Suite (v7), Abra SQL (v10)
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SKS vs. Abra Alerts
• We will continue to sell and support Abra Alerts
• SKS does not replace Abra Alerts; it is an additional
offering for clients interested in enterprise-class
business activity monitoring.
• If current Abra Alerts customer wants SKS, they will
need to purchase it
• Which solution to sell? It’s your choice, based on
client needs.
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SKS Sessions at Insights 2010
Day
Time
Title
Tuesday – May 18
4:30pm – 5:30pm
SKS Alerts -- From Novice
To Expert! (Part 1) -- Bring
Your Laptop
Wednesday – May 19
8:00am - 9:00am
SKS Alerts – From Novice
to Expert! (Part 2) -- Bring
Your Laptop
Wednesday – May 19
1:30pm - 3:00pm
SKS Alerts Workflow -Advanced Event Design -Bring Your Laptop
Wednesday – May 19
3:15pm - 4:15pm
SKS Alerts and Workflow -Dashboard Alerts -- Bring
Your Laptop
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What’s Next?
Marketing and Partner Activities
Date
Activity
Late-May 2010
Abra customer base email campaign
June 2010
Technical training
August 2010
Technical training
September 2010
End-of-Year promotion
Exact dates and details TBD
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Sales, Marketing &
Support Resources for
Sage KnowledgeSync
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Marketing Websites
• www.sageabra.com
• www.sageknowledgesync.com
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Technical Support
• For Customers
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Contact Abra Support Team
Support will troubleshoot issue
If SKS, they will ‘warm transfer’ the call to vendor
Ticket tracking and knowledgebase maintained by Abra
Support Team
• For Partners
– Contact either Abra Support Team or Vineyardsoft
– SKS on-line knowledgebase plus on-line support ticket
submission
– GotoAssist provided by Vineyardsoft as needed
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Abra Partner Resources
 Free NFR License(s) of KnowledgeSync (can be installed on as many machines
within your organization as you like)
 Unlimited tech support from Vineyardsoft
 Documentation (Reference Guide, Pre-installation Guide, Implementation Guide,
Upgrade Guide)
 www.sageknowledgesync.com
 Professional & Enterprise Edition downloads; sales literature;
pre-configured event listings for all Sage applications
 Product overviews & demo videos
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Services Available to Abra Partners
Technical Training (Free):
 Computer-based training courses (2)
 3 Hour “fundamentals” web-based training classes (weekly)
 Tech Rep Certification (1 hour; self-guided)
Demo Services (Free):
 Web demo services from Vineyardsoft (GotoMeeting)
 Webinar / User Group services
Professional Services (Fee-based):
 KSPSG (KnowledgeSync Partner Services Group)
 Can represent themselves as your organization
 Margin back to your organization on consulting work
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Vineyardsoft Contacts
Vineyardsoft Phone Number: 800-850-8055
Pre-Sales and Marketing Support:
 Don Farber, [email protected], x113
 Tricia Cate, [email protected], x123
 Craig Vivier, [email protected], x133
Technical Support:
 On-line Knowledgebase (http://www.vineyardsoft.com/support_knowledgebase.php)
 Web Ticket Entry (http://www.vineyardsoft.com/support_email.php)
 Telephone Access – extension ‘2’ for Support
 Partner Services (KSPSG), Richard Burrell, [email protected], x130
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Sage Abra Contacts
Sales Contacts: (800) 424-9392
 Keith Kopp, [email protected], x3733
 Sherrie Barner, [email protected], x3744
 Angela Nigro, [email protected], 905-814-0503 x55809
 Chris Goheen, [email protected], (214) 387-0609
Technical Support:
 1-800-829-0170
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Questions
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