Orbis TaskCentre for Sage

• Orbis - Overview
• Orbis - Advanced Business Alerts
• Orbis - Workflow
• Orbis - Web Content Publishing
• Orbis - Subscriptions & Requests

• More Information

Organisations today need to ensure that they are instantly notified of situations before or as they happen, enabling them to make better informed decisions based upon critical data events.

In today’s information age, organisations now manage an ever increasing array of information systems, which inherently possess little or no functionality to generate notifications based upon data events or criteria.

TaskCentre® provides comprehensive tools and design capabilities to integrate with any number of existing applications or systems to provide people with the information needed to make timely and accurate decisions; whenever and wherever they are located.

If your current application came with basic alerting, you will already be aware of its limitations. The challenges faced by your company are unique and the token alerts that came with your primary application were probably not built for your company's needs, but for that of the mass market.

How do Advanced Business Alerts differ from the existing capability in Sage?

Below are just a few reasons why companies with basic or no alerting capabilities turn to TaskCentre’s Advanced Business Alerts:

• They are not hard coded - Unlike your existing alerts, Advanced Business Alerts can be configured and reconfigured to address your exact business needs simply and quickly. You will also not lose them when you upgrade your primary application.
  

• You can add them to all your company’s applications - Many organisations run more than one business application and TaskCentre’s Advanced Business Alerts allows you to add this capability to all of them.

• They are not only internally distributed - TaskCentre’s Advanced Business Alerts are not restricted to delivery within the organisation. Using it's technology, key stakeholders such as suppliers, distributors, retailers and customers can all receive real-time alerts about information that impacts on their interaction with you and your company.

• They can trigger other automated processes - Orbis Advanced Business Alerts have the ability to trigger other more sophisticated automated business processes or escalate the issue to other employees in line with your business rules and procedures. Employees can also interact with our Advanced Business Alerts to end, continue or begin an automated workflow process.

• You won’t lose your MS SQL triggers - If you have ever had to upgrade your SQL DB to a newer version you have probably suffered the misfortune of losing all your previously built SQL Triggers. As TaskCentre both creates and manages MS SQL Triggers independently, this issue is eliminated.

• You can receive alerts via multiple communication mediums - Unlike basic alerts, Advanced Business Alerts can be received in the form of e-mail and SMS. Reports can also be automatically created and attached to alerts.

• They have memory capabilities built in - The memory within our Advanced Business Alerts ensures that escalations and other automated tasks that have been triggered by an alert follow company rules and procedures.

• We do not place restrictions on you and your company - Using the Orbis technology, you can create as many Advanced Business Alerts as your want.
  

Typical Uses

• Finance: Bank Overdraft within x% of limit, key customer placed on credit hold etc.
• Manufacturing: High set-up time, new drawing revision etc.
• Logistics: Deliveries due tomorrow, reschedules deliveries, stock item below minimum level etc.
• Human Resources: Health & Safety Training overdue, sick days abnormally high etc.
• Customer Services: Contract expires in 2 months, new complaint assigned to agent etc.
• Sales and Marketing: Overdue contact activities, opportunity that hasn't been contacted in x days etc.

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More than ever, organisations today are striving to achieve efficient, consistent and measurable processes as a pre-requisite to delivering quality to their customers. Maintaining alignment with, and auditing of a (Quality) Management System without the right technology foundation is a challenging, time consuming and costly endeavour.

Workflow enforces consistency in the organisation’s processes and can therefore play a fundamental part in the acceleration of company performance and the development of a sustainable competitive advantage. Yet, to date, most traditional Workflow systems are reliant on the individual to identify and start a workflow process rather than this being dynamic, event-driven and integrated with their own systems.

The problems caused by traditional approaches to workflow are also exacerbated by the number of people and departments that business processes can cross and, therefore, the requirement for intelligent Workflow functionality is high on the IT agenda.

Through TaskCentre®, organisations are able to add Workflow capabilities to their existing software applications, which immediately increases productivity, eradicates administrative waste and enhances stakeholder relationships.

Typical Uses

• Finance: Increased credit limit acceptance, funds transfer approval etc.
• Manufacturing: Production schedule approval, production returns agreement etc.
• Logistics: Confirm delivery schedule receipt, purchase order authorisation etc.
• Human Resources: Holiday sign-off consent, expenses approval etc.
• Customer Services: Calls allocation and acceptance, spare parts authorisation etc.
• Sales and Marketing: Marketing budget approval, account manager change request etc.

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Communicating with company stakeholders and ensuring that they have access to and visibility of relevant information is vital in the current competitive environment. Cost-effective communication will help to develop long-term beneficial relationships and contribute to future organisational growth.

Within an organisation, valuable knowledge typically resides in ring-fenced information ‘islands’, often within departmental or organisational boundaries. However, making this information more widely accessible to employees, partners, customers and other stakeholders is labour-intensive and cost prohibitive.

Using TaskCentre®’s Web Content Publishing capabilities, online information can be automatically generated, published and updated according to user-defined rules.

Typical Uses

• Finance: Publishing of KPIs, Live customer account statements etc.
• Manufacturing: Job status information, capacity levels etc.
• Logistics: Stock status, delivery status etc.
• Human Resources: Holiday entitlements, company car details etc.
• Customer Services: Current queue details, outstanding support calls etc.
• Sales and Marketing: End-of-line sale items, account history etc.

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Today’s consumers and business partners want information on demand. We require specific data as it becomes relevant and demand that it is sensitive to the channel through which we make the requests. Fuelled by our increasing reliance upon the internet and the expansive growth in mobile devices, information on demand is expected in every dimension.

For any organisation, supplying dynamic information services places considerable strain on its human resources, but to ignore these needs and not develop an offering would be to risk losing out to the competition. For example, the speed and accuracy of the response to an initial enquiry forms the very first impression of your organisation.

TaskCentre® provides a range of tools to develop and maintain highly configurable and user defined 'subscription based services or request-response' mechanisms that integrate tightly into any organisation’s databases and information systems. The development of a ‘self-service’ infrastructure to automate the delivery of information is accelerated. Furthermore, TaskCentre® enables any organisation to easily adapt and evolve to the constantly changing face of customer requirements.

Typical Uses

• Finance: Balance enquiry, credit status etc.
• Manufacturing: Job completion and current status, employee shortfalls etc.
• Logistics: Current stock availability, overdue orders etc.
• Human Resources: Holiday availability, training course subscriptions etc.
• Customer Services: Next support call request, overdue support calls etc.
• Sales and Marketing: Price changes, balance details etc.

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