TaskCentre for Sage CRM - What is Business Process Management (BPM)?
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The document provides information about TaskCentre for Sage CRM, a business process management software suite. It enables organizations to automate business processes through capabilities like workflow, document automation, alerts, and integration with other systems. The software leverages Sage CRM to bring together people, systems, and information through acquiring, manipulating, distributing, and integrating data according to automated processes designed for specific business needs. Organizations can gain benefits like increased productivity, reduced costs, and improved customer satisfaction by automating repetitive tasks and integrating disconnected systems.
TaskCentre for Sage CRM - What is Business Process Management (BPM)?
- 1. taskcentre FOR Sage CRM
- 2. taskcentre Sage CRM FOR
- 3. Contents 2 What is Business Process Management (BPM) Software? 4 The Business Benefits of BPM Software 5 How Does BPM Software Work? 6 Advanced Business Alerts 7 Workflow 8 Document Automation 9 Web Content Publishing 10 Subscriptions and Requests 11 Data Services & Integration 12 Sage Software 13 Orbis Software Page 01
- 4. What is Business Process Management (BPM)? Business Process TaskCentre for Sage CRM Data Services and Workflow Management in broad terms offers a unique state-of- requirements because of its is the automation of those the-art Business Process easy-to-use drag and drop employee activities that cost Management (BPM) Suite user interface and proven the company valuable time for the market leading Sage reputation for delivering a and money. All businesses CRM solution; enabling high ROI from day one of its today are dependent on organisations to cost deployment. people extracting, formatting effectively build, operate and distributing business and maintain any number of TaskCentre for Sage information from business automated processes. CRM offers a state-of- applications. Yet, people the-art Business Process have physical limitations, The TaskCentre BPM Suite Management (BPM) Suite they are prone to illness leverages the powerful enabling organisations to and unfortunately make capabilities of Sage CRM cost effectively build, operate mistakes. to bring people, systems and maintain any number of and information together automated processes. Business Process within an organisation Management technology is through the acquisition, TaskCentre for Sage CRM the IT industry’s response manipulation, dissemination brings people, organisations, to the problems created and integration of information; systems and information by employee-dependant offering a generic approach together through the applications. Directors, to automated processes acquisition, manipulation, managers, suppliers and specifically designed to dissemination and integration customers expect instant meet precise business of information, offering responses to real-time requirements. a generic approach to commercial interactions automated processes and business process Organisations running specifically designed to meet management technology Sage CRM use the globally precise requirements. leverages all the organisation’s recognised TaskCentre for I.T. systems by creating a real- Sage CRM BPM Suite to time, responsive infrastructure. address complex Integration, Page 02
- 5. Solutions Examples of Use Advanced KPI’s, approaching support call activities, sales opportunities with no activities set Business Alerts or contact details not correctly entered. Product discount approvals, customer surveys, contact information alteration Workflow approvals and support call reassignment approvals. Document Contract renewals, welcome packs, end of line product specials and internal Automation sales reports. Web Content Publishing of KPI’s, customer portals, customer support league tables, sales Publishing scoreboards and web site updates. Subscriptions and Account details, support call status, product details, transaction history and Requests delivery status. Data Services & Integration with credit referencing providers or other database applications e.g. Integration ERP, MRP, SCM, or e-commerce. Page 03
- 6. The Business Benefits of BPM Software Business Process Through automating repetitive more cost-effective activities Management Software, as manual business processes, that will contribute to your a technology, can deliver such as report creation and ongoing business success. endless benefits to any- the distribution, monitoring or sized organisation but more reporting on company KPI’s, importantly these benefits TaskCentre reduces your will be unique to your operational costs and frees-up company. employees to concentrate on A small sample of the common business benefits that our customers cite include: Business Benefits • Stronger Revenue Streams • Higher Customer Satisfaction Levels • Operational Savings • Freeing-up of Employee Time • Reduction in the Administration involved with • Eradication of Data Entry Errors Compliance and ISO Activities • Critical Failure Avoidance • Greater Company Agility Page 04
- 7. How does BPM Software work? Business Process business processes can be through its intuitive and logical Management Software configured and re-configured Graphical User Interface works by ‘loosely coupling’ without having to alter the (GUI). This GUI enables an with a company’s existing underlying configuration of administrator to automate applications which enables a company’s applications. common employee-driven it to monitor, extract, format TaskCentre merely uses these processes, such as creating and distribute information applications as information and sending end-of-week to systems and people; in services and workflow trigger sales reports, by simply line with business events or points. dragging and dropping Tools rules. into a sequence that emulates Creating or re-creating an the employee process, i.e. By leveraging the processes automated business process Schedule Tool, ODBC Tool, and information of existing is achieved via any PC on Run Crystal Tool and Send applications, automated which TaskCentre is installed SMTP Tool. Page 05
- 8. Advanced Business Alerts Receive real-time alerts of information systems, which The technological superiority critical events; ensuring inherently possess little or of TaskCentre for Sage CRM’s your organisation is no functionality to generate Advanced Business Alerts compliant and always one notifications based upon data providers organisations with a step ahead. Organisations events or criteria. cost effective and simple way today need to ensure that to extend the basic alerting they are instantly notified of TaskCentre for Sage CRM capabilities. changing situations before provides comprehensive or as they happen, enabling tools and design capabilities Advanced Business Alerts them to make better to integrate with Sage CRM can come in the form of HTML informed decisions based to provide people with the Emails, SMS Text Messages upon critical data events. information needed to make or Fax and popular examples timely and accurate decisions; include open opportunities with In today’s information age, whenever and wherever they no activities set or service calls organisations now manage are located. approaching due date. an ever increasing array of ht to you... o ug br on TaskCentre for Sage ati CRM’s Advanced rm Business Alerts capability Info ensures important information is delivered to you by email and SMS as business critical events occur. Page 06
- 9. Workflow Optimise employee acceleration of company therefore, the requirement productivity by intelligently performance and the for intelligent Workflow routing workflow tasks development of a sustainable functionality is high on the IT to individuals or teams competitive advantage. Yet, to agenda. to gather valuable input date, most traditional Workflow decisions and response systems are reliant on the Through TaskCentre for Sage feedback. More than ever, individual to identify and start CRM, organisations are able organisations today are a workflow process rather than to add Workflow capabilities to striving to achieve efficient, this being dynamic, event- Sage CRM, which immediately consistent and measurable driven and integrated with their increases productivity, processes as a pre-requisite own systems. eradicates administrative to delivering quality to their waste and enhances customers. The problems caused by stakeholder relationships. traditional approaches to Workflow enforces consistency Workflow are also exacerbated in the organisation’s processes by the number of people and and can therefore play a departments that business fundamental part in the processes can cross and, Page 07
- 10. Document Automation Save time and money by and distribution of document or order acknowledgements, automating the creation & flows, to all the company’s structured and repetitive distribution of everyday stakeholders and trading documents can be company documentation partners. automatically generated, and reports. presented and delivered Whether they’re reports, via a variety of formats and The creation, distribution and letters, support ticket details channels. management of business documents are commonplace activities for management personnel and administrative staff alike. Traditional document concepts still form the backbone of structured business communications and transactions. TaskCentre for Sage CRM’s Document Automation functionality enables companies running Sage CRM to automate the generation Page 08
- 11. Web Content Publishing Keep your web portals Within an organisation, Using TaskCentre for synchronised and up-to-date valuable knowledge typically Sage CRM’s Web Content by automating company web resides in ring-fenced Publishing capabilities, content. Communicating information ‘islands’, often online information can be with company stakeholders within departmental or automatically generated, and ensuring that they have organisational boundaries. published and updated access to and visibility of according to defined rules. relevant information is vital However, making this in the current competitive information more widely A popular example for the use environment. Cost-effective accessible to employees, of TaskCentre for Sage CRM’s communication will help to partners, customers and Web Content Publishing would develop long-term beneficial other stakeholders is labour- be the publishing of support relationships and contribute intensive and cost prohibitive. call KPI’s to a local intranet. to future organisational growth. Page 9
- 12. Subscriptions & Requests Empower stakeholders Fuelled by our increasing and not develop an offering to request and receive reliance upon the internet would be to risk losing out to information without and the expansive growth in the competition. For example, employee intervention. mobile devices, information on the speed and accuracy of the Today’s consumers and demand is expected in every response to an initial enquiry business partners want dimension. forms the very first impression information on demand. of your organisation. A We require specific data For any organisation, popular example for the use of as it becomes relevant and supplying dynamic information TaskCentre for Sage CRM’s demand that it is sensitive to services places considerable Subscription & Requests the channel through which strain on its human resources, capability would be service we make the requests. but to ignore these needs history reports. repetitive da out ta w ith in p e ut rc TaskCentre for Sage ... me CRM’s integration m capabilities will integrate Eco your ecommerce solution with Sage CRM and remove the need for repetitive data input by automatically creating customer records in Sage CRM. Page 10
- 13. Data Services & Integration Transform all of your need for complex integration Tools company applications into development. By design Tools are arranged into 7 one event-driven, service- TaskCentre for Sage CRM distinct classes which are: oriented management delivers and manages Event, Input, Format, Output, solution. Organisations process integration, ensuring Execute General and a now require business that systems ‘play nicely’, specific Sage CRM category. applications that ‘talk to no matter how complex the They expose and consume each other’ or that can be requirements. information to and from each updated dynamically with other and can be used in credit management, sales Tasks almost limitless combinations and marketing or property TaskCentre for Sage CRM is and sequences to provide details from online data based on the central concept for the business process services. Indeed, data or of the Task, which performs requirement in-hand. application integration part or all of a business or has never been more technical process triggered Tools are provided as plug- fundamental to the success by one or more Events. and-play components, so that of today’s business and Designed visually in a drag the breadth of functionality of the TaskCentre for Sage & drop interface, each Task any implementation can be CRM Business Process can contain any number of easily expanded as and when Management (BPM) Suite interrelated and sequenced required. has a proven track record Steps, which are created of addressing these using a wide range of highly The Sage CRM specific challenges. functional Tools. tools were produced by an accredited Sage CRM TaskCentre for Sage CRM The range of Tools available development team to ensure bridges the gap between provide pre-built, flexible and tight integration. disparate information systems seamless integration with or online web services, by existing information sources, providing a graphical process applications, technologies, modeller and comprehensive formats and communication operating environment that channels, without the need for either dramatically reduces, complex programming. or totally eliminates the Page 11
- 14. Sage Software Sage provides business reach it has built its success processes. Whether it be software, services and on understanding and meeting financial software enabling support to small and the needs of customers in better cash flow management, medium sized businesses. their local markets. Therefore CRM software helping to Whilst its heritage is in the the majority of Sage products build profitable customer small business market it and services are developed relationships or HR and also has the experience and and supported locally. This Payroll offerings being expertise to meet the needs ensures Sage provide a choice used to improve employee of specific industries and of high quality products and performance and ensure larger organisations. services which are relevant legislative compliance, to customers, use the most Sage software and services Sage is a global company with appropriate technology and equip customers to run 5.8 million customers, over are supported by local experts. their businesses more 14,500 employees and more effectively and overcome the than 25 years of experience We provide an extensive challenges of today’s business working with small and range of solutions which make environment. medium sized businesses. it easier for our customers However, despite its global to manage their business Page 12
- 15. Orbis Software Founded in 1997, UK- More than 4000 customers and customisation of Orbis based Orbis Software has worldwide already use Orbis TaskCentre®. Our partners pioneered the development products, ranging from diverse work with each individual of business process global organisations to the customer to ensure that automation solutions. small local enterprise and their business process Today, Orbis provides the clients include HSBC, BP, management needs are leading pure-play Business NASDAQ, BUPA, Rolls Royce met and that TaskCentre® Process Management and Lloyds TSB. connects with existing Suite TaskCentre® information systems and enabling organisations Orbis solutions are delivered applications to provide a to drive efficiency and through a worldwide network complete solution. save time, reduce costs, of highly-trained, accredited generate revenue, optimise partners, each of whom relationships and improve has experience of specific visibility and agility through vertical markets or application collaborative process systems and expertise in the automation. installation, implementation Page 13
- 16. For more information visit www.orbis-software.com Copyright © Orbis Software Ltd. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system or translated into any language in any form by any means without the written permission of Orbis Software Ltd. TaskCentre is a registered trademark of Orbis Software Ltd. All other company names and product names are the property and/or trademarks of their respective owners.