www.orbis-software.com taskcentre james cooper system overview and roadmap update sage systems for
TRANSCRIPT
![Page 1: Www.orbis-software.com taskcentre James Cooper System overview and roadmap update Sage systems FOR](https://reader037.vdocuments.site/reader037/viewer/2022102900/551c3be45503460d398b49a8/html5/thumbnails/1.jpg)
www.orbis-software.com
taskcentre
James Cooper
System overviewand roadmap update
Sage systemsFOR
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www.orbis-software.com
What is TaskCentre?
Software that simplifies the automation of
tasks
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Problems that aren’t solved by many accounts & CRM packages
Consequences
Solution
Proof
Using TaskCentre toovercome problems
Overcoming problems
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What sort of problems?
Using TaskCentre toovercome 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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Eyes & ears
Brain
Actions
Communication I thought you ought to know that ...
Memory
Orbisthe robot
Orbisthe robot
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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Alerts
Reports
External communication
Workflow
Integration
Automation arc
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“Oops, I forgot..”
Send remindersAlert when finished goods
are awaiting dispatch
So what?Goods dispatched promptly
Smoother operationsHappier customers
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Product low on stock
So what?
Fire fighting
Reduce back-orders
Happier customers
Send instant alerts
Avoid delaysImprove ordering
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When customer is put on credit stop
So what?
Fire fighting
Send instant alerts
Proactive response
Avoid mistakes Better communication
Reliable exception reporting
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Alerts
Reports
External communication
Workflow
Integration
Automation arc
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Automated reporting Sending internal reports regularly
So what? Better management & controlTeam work Responsiveness
Not being informed
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Automated reporting Sending update reports to customers
So what? Customer satisfactionCommunication Productivity
Time spent running reports
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Alerts
Reports
External communication
Workflow
Integration
Automation arc
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External communication
Order acknowledgements, delivery ETAs, invoices, monthly statements, debt letters,
service reminders, etc
So what? Speed
Time spent on routine
communication
Labour savingBetter communication
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Send automated marketingeg when selling products with finite lifespans
So what?Automate generation of sales opportunities
Sell moreIncrease your value to customers
Not having time to sell
External communication
Retain customers
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Alerts
Reports
External communication
Gettinganswers
Integration
Automation arc
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Workflow Automate chasing for answers
So what?Speed
Efficiency Convenience
Time spent chasing for
answers
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Workflow Authorise things via email and web
So what?Speed
Efficiency
Time-consuming authorisation
processes
Convenience
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Alerts
Reports
External communication
Gettinganswers
Integration
Automation arc
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Integration Integrating Sage with other systems
So what?Up to date systems
Higher productivity
No re-keying
Workload caused by
separate systems
Fewer errors
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Integration Making integration affordable
So what? Lower costRapid deployment
Flexibility
High cost & risk of bespoke
development
Easier ongoing maintenance
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Automation
So, Orbis helps us by....
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Doing workfor 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 monitoringUsing 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 toolTo 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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Web Service support
which opens up....
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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
EU sales info returns
P45’s / P46’s
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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 agreesthat TaskCentre can fix it?
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Bob?
But definitely...
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Over 4,000 customers
Ranging from large organisations
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?
Accounts &Credit Control
Vehicle FleetManagement
Purchasing
Marketing SalesCustomer Services
& Helpdesk
Property &Facilities Management
Health, Safety& Security
SeniorManagement
ProfessionalServices
Manufacturing Warehouse,Stock Control& Distribution
ITHuman Resources
& Payroll
Retail, Trade Counter& Online Sales
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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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www.orbis-software.com
Orbis taskcentre
James Cooper
The end
I’m happy to visit your companyto discuss what TaskCentre could do for you.
Your Sage BP can arrange this.