1 / 87

task centre

task centre. Sage systems. FOR. What it can automate & what’s new. James Cooper. Agenda. Introducing Orbis Software TaskCentre What is it? Who uses it? What problems does it solve & how? Demonstration Recap. Introductions. Orbis Software Ltd.

anahid
Download Presentation

task centre

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. taskcentre Sage systems FOR What it can automate & what’s new James Cooper

  2. Agenda • Introducing Orbis Software • TaskCentre • What is it? • Who uses it? • What problems does it solve & how? • Demonstration • Recap

  3. Introductions

  4. 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

  5. Elevator pitch

  6. What is TaskCentre? System & database agnostic software that simplifies the automation of tasks

  7. Using TaskCentre toovercome problems Overcoming problems

  8. What sort of problems? Using TaskCentre toovercome problems

  9. What sort of problems?

  10. So, the problems are... • Any time-draining, repetitive jobs humans do ... or don’t get round to doing ...or forget to do

  11. 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 = ?

  12. Solution

  13. We started building when ...

  14. We kept at it ...

  15. The result ...

  16. OrbisTaskCentre v4.5

  17. Communication Orbis the robot I thought you ought to know that ... Eyes & ears Brain Orbis the robot Memory Actions Image courtesy of

  18. What Orbis really looks like...

  19. Proof

  20. Automation arc

  21. Send reminders • Alert when finished goods • are awaiting dispatch Goods dispatched promptly So what? Smoother operations Happier customers

  22. Send instant alerts • Product low on stock So what? Avoid delays Reduce back-orders Happier customers Improve ordering

  23. Send instant alerts • When customer is put on credit stop So what? Proactive response Reliable exception reporting Better communication Avoid mistakes

  24. Send instant alerts • When the margin on an order is too low Avoid losses So what? Tighter control Prevent mistakes Exception reporting

  25. Send alerts • A duplicate record has been created So what? Avoid errors Reduce losses Easier admin Improve ordering

  26. Send alerts • A record has been deleted or changed • e.g. Sales Order, supplier bank details, etc Avoid errors So what? Avoid falsification of records or fraud Keep customers happy

  27. Automation arc

  28. Automated reporting • Sending internal reports regularly Works Orders nearing target completion time So what? Better management & control Team work Responsiveness

  29. Automated reporting • Sending update reports to customers So what? Customer satisfaction Communication Productivity

  30. Automated reporting • Reports on demand

  31. Check data • Check whether key fields are being filled in: • full name, postcode, geographic region, • email address, Xmas card, product details, etc Raise quality of data about contacts So what? Improve communication with clients / prospects Exception reporting saves time

  32. Automation arc

More Related