Transcript Introductions

taskcentre
FOR
Sage systems
What it can automate
& what’s new
James Cooper
www.orbis-software.com
Agenda
• Introducing Orbis Software
• TaskCentre
– What is it?
– Who uses it?
– What problems does it solve & how?
• Demonstration
• Recap
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Introductions
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Orbis Software Ltd
• Specialists in Business Process Management
• Completely focused on TaskCentre; it is our sole product
• Partnerships with many software authors and resellers
• UK based – Poole, Dorset
• 45 staff
• Formed in 1997
• Global customer base
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Elevator pitch
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System & database
agnostic
software
What is TaskCentre?
that
simplifies the
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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Poor quality
data
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Time spent on
routine
communication
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Time spent
chasing for
acknowledgements
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Time-consuming
authorisation
processes
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Workload caused
by
separate systems
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Exchanging data
with customers
& suppliers
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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 & alerts automatically
» Automate reporting
» Automate document production e.g. dispatch notifications
» Start workflows automatically
» Integrate systems e.g. XML interfaces, web services, etc
• Concerns
– Skills = ?
– Time = ?
– Cost = ?
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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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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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Fire fighting
Send instant alerts
So what?
When the margin on an order is too low
Avoid losses
Prevent mistakes
Tighter control
Exception reporting www.orbis-software.com
“I thought you’d
like to know
that..”
Send alerts
So what?
A duplicate record has been created
Avoid errors
Improve ordering
Reduce losses
Easier admin
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“I thought you’d
like to know
that..”
Send alerts
A record has been deleted or changed
e.g. Sales Order, supplier bank details, etc
So what?
Avoid errors
Avoid falsification of records or fraud
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Keep customers happy
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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Time spent
running reports
Automated reporting
Reports on demand
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Poor quality
data
Check whether key fields are being filled in:
Check data
So what?
full name, postcode, geographic region,
email address, Xmas card, product details, etc
Raise quality of data about contacts
Improve communication with clients / prospects
Exception reporting saves time
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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,
dispatch notifications, invoices, monthly statements,
credit control emails or letters c/w copy invoices,
service reminders, etc
So what?
Labour saving
Better communication
Speed
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Time spent on
routine
communication
Surveys
After work or goods delivered, automatically
asking customer, “Are you happy?”
So what?
Handle dissatisfaction quickly
Turn the annoyed
into ambassadors
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Not having
time to sell
External
communication
So what?
Making sure sales people meet each
customer regularly enough
Combat your competitors
Keep more of your customers
Sell more
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Not having
time to sell
External
communication
So what?
Contacting lapsed customers
Win back defecting customers
Sell more
Reduce attrition or haemorrhaging
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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
Requests
So what?
Stock checks by SMS or email
Speed
Efficiency
Convenience
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Time spent
chasing for
acknowledgements
Acknowledgements
Asking staff to acknowledge they have
read or received key documents
•HR docs
•H&S docs
•Payslips
•IT use policy
So what?
Thorough
Efficient
Convenient
Comprehensive audit trail www.orbis-software.com
Passing jobs
through a
human workflow
Notify the next person in the chain
when it’s their turn to take action
Workflow
Items that need to be reviewed by several staff
Example = Grant applications to charities
So what?
Speed
Efficiency
Convenience
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Time-consuming
authorisation
processes
Authorise things via email and web
Workflow
So what?
eg PO’s / purchase requisitions, quotes, expenses,
whether to put customer on ‘credit stop’, etc
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
So what?
Webshop integration with Sage
Up to date stock levels
Up to date pricing
Fast order processing
Fewer errors
No re-keying
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Workload caused
by
separate systems
Integration
Integrating with
Warehouse Management Systems
From WMS to ERP
From ERP to WMS
So what?
No re-keying
Fewer errors
Up to date systems
Higher productivity
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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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Exchanging data
with customers
& suppliers
Integration
Connecting via EDI
UN/EDIFACT
TradaCom
Bespoke
So what?
Meet customer or supplier requirements for EDI
Fewer errors
Higher productivity
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High cost & risk
of bespoke
development
Making integration affordable
Integration
Web services: SOAP,
REST, HTTP & WCF
Web services &
XML interfaces
are used by ...
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Web services &
XML interfaces
are used by:
Website content
management
systems
and....
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Web services & XML
interfaces are also
likely to be used by:
The systems your customers & suppliers may ask
you to connect to
Many of the systems you’ll be using in future be they:
• On premise
• In the cloud
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High cost & risk
of bespoke
development
Making integration affordable
Integration
So what?
Web services: SOAP,
REST, HTTP & WCF
Lower cost
Rapid deployment
Flexibility
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Easier ongoing maintenance
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
Automation
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
Pass a postcode to a web service to get the full postal address
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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 the best piece of software I've ever used
• 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 TaskCentre help your organisation?
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
www.orbis-software.com
www.orbis-software.com