Vineyardsoft Corporation Presents: KnowledgeSync 2000

1. Vineyardsoft CorporationPresents:KnowledgeSync 2000 “Turning Information Into Action”

2. KnowledgeSync 2000 Today’s “alert messaging” technologies address less than 15% of the available data within an organization. • Sending Alerts About Critical Application Data • Auto-Processing Incoming E-Mail Messages • Generating & Distributing Crystal Reports • KnowledgeSync delivers this data via e-mail, fax, pager, PDA, FTP, cell phone, and the web. KnowledgeSync monitors, delivers, and responds to 100% of an organization’s available data. This includes:

3. KnowledgeSync Lets Clients . . . • Alert remote salesreps who don’t sync on a timely basis • Notify clients or business partners about stock shortages or delivery delays • Automatically schedule salesrep activities based on database events or based on incoming e-mail messages • Update client history with incoming mail message content • Trigger the automatic generation and distribution of Crystal Reports based upon customer activities • Enable remote staff, clients, and business partners to request and receive reports via e-mail or the web

4. Tour Menu Please select the component of KnowledgeSync 2000 that you would like to see next: Alert Messaging Benefits (click here) Alert Messaging Demo (click here) Report Distribution Benefits (click here) Report Distribution Demo (click here) E-Mail Response Benefits (click here) E-Mail Response Demo (click here) Exit Presentation

5. Alert Messaging KnowledgeSync monitors software applications for critical, time-sensitive business “events.” Once an event is detected, KnowledgeSync sends out alert messages to users, clients, and business partners via e-mail, fax, pager, PDA, cellular phone, and web browser. KnowledgeSync also updates the underlying applications with the details of the event. Go Back to Tour Menu

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7. Benefit: Application Awareness Alerts based on conditions in one application, or across multiple applications For Example: Alert the account manager to clients with pending sales opportunities who have not been contacted in over a week Alert the sales manager to clients with pending sales opportunities in a CRM application who are on credit hold in a financial application Go Back to Tour Menu

8. Benefit: One-to-One Marketing Notify staff and clients about incremental products or services they may be interested in For Example: Alert existing clients in the financial industry who have purchased our Fixed Assets application that the new advanced depreciation module is now available for purchase Go Back to Tour Menu

9. Benefit: Exception Management Alert users and managers about erroneous, missing, or inconsistent data entry For Example: Alert employees and/or management about invalid e-mail addresses, invalid phone numbers, missing notes about an upcoming appointment, or product pricing errors Go Back to Tour Menu

10. Benefit: Business Partner Alerts Notify business partners about client activities that may indicate potential problems or opportunities For Example: Alert a business partner if a client is failing to correctly enter data into their newly purchased application, or if the client is using an application module that they have yet to receive training on Go Back to Tour Menu

11. Benefit: Application Updates Automatically update CRM or financial applications with the details of a triggered event (including the dynamic creation of follow-up activities) For Example: If a client has not been contacted in ‘x’ number of days, automatically send out an alert, record the alert to the client’s history (in the underlying CRM application), and dynamically schedule a follow-up call for that client (also in the CRM database) End of Alert Messaging Benefits; Click Here to Go Back to Tour Menu

12. 1) KnowledgeSync can send alerts about critical, time-sensitiveconditions in any front-office or back-office application. The list on the right shows sample events (alert scenarios). The first step when creating an event is to identify the conditions thathave to occur to trigger the event. 2) In KnowledgeSync, these “conditions”are referred to as “queries.” Click on the “Query Definitions” branch to continue . . . Go Back to Tour Menu

13. 2) Click on the query called “Orders; Shipped Later Than Required Date” to take a closer look at it . . . Demo: Event Queries 1) Queries can check for conditionsof individual records (such as ordersthat were shipped late), or they cancheck for “aggregate” conditions (such as customers who ordered more than ‘x’ dollars last month). Go Back to Tour Menu

14. Demo: Event Queries 2) Click on any of the tabs to take a closer look at howa query is designed . . . 1) When designing a query, the first thing youspecify is the query’s name and whether itcan be used in an event. Go Back to Tour Menu

15. Demo: Event Queries Click on a tab to move to it KnowledgeSync automatically displays all of thetables from the corresponding application. You select which tables contain the information youwish to test for certain conditions. Go Back to Tour Menu

16. Demo: Event Queries Click on a tab to move to it If multiple tables are selected, KnowledgeSync’s“intelligent linking wizard” helps you link (or join)the tables together. Go Back to Tour Menu

17. Demo: Event Queries Click on a tab to move to it The “Columns” tab is where you select the fields ofdata that you might wish to include in an outgoing alert message when this query’s conditions are met. Go Back to Tour Menu

18. Demo: Event Queries Click on a tab to move to it Since a query can potentially retrieve multiplerecords, you have the ability to specify the order inwhich matching records will be displayed in an alert message. Go Back to Tour Menu

19. Demo: Event Queries Click on a tab to move to it The “Filters” tab is the most important part of a query. It iswhere you specify what conditions have to occur in order forthe query to be “triggered.” KnowledgeSync filters can test the value in a field against: -- The value in another field -- A constant value -- The calculated value of two or more fields And any filter with a “Compare Value” of ‘?’ indicates that thevalue for this field will be specified on the event level (I.e., when this query is used within an event). Go Back to Tour Menu

20. Demo: Event Queries Click on a tab to move to it “Sub-Filters” work in the same manner as filters,but sub-filters are used only with queries that testfor an aggregate value (such as “more than 6 lateshipments”). Since this query does not test for any aggregatevalues, this filter is left blank. Go Back to Tour Menu

21. Demo: Event Queries Click on a tab to move to it The “SQL” tab lets you see what KnowledgeSync is doingbehind the scenes in this query. Although it is not necessaryto use this tab, more advanced users are allowed to directlyedit this SQL statement, if they wish to do so. Go Back to Tour Menu

22. Demo: Event Queries Click on a tab to move to it 1) The “Preview” tab lets you test the results of yourquery. This is a very useful way of ensuring that your query retrieves only the records you want it to. 2) Click Here to continue and seehow a query is used in an event. Go Back to Tour Menu

23. 1) Queries are kept separate from events so that a single query can be used in multiple events. Once you have designed a query, you’re now ready tocreate an event using that query. 2) Click on the event called: “Orders; Freight Charges > 7% of Order Total for Last Week” Go Back to Tour Menu

24. Click on any of the tabs to take a closer look at howan event is designed . . . Demo: Event Queries The first part of designing an event is to give it a name andpriority, and mark it as “Active.” When an event is triggered, KnowledgeSync can either senda single alert message out, or it can send repeated alert messages until the corresponding condition no longer exists. Go Back to Tour Menu

25. Demo: Event Queries Click on a tab to move to it 1) A KnowledgeSync event can be triggered either through theuse of one (or more) queries, or through the use of a script. 2) If a query is used, any of the query’s filters that have a ‘?’as a “Compare Value” now appear here, and require that specifictrigger threshold values be keyed in. Go Back to Tour Menu

26. Demo: Event Queries Click on a tab to move to it When an event is triggered, in addition to sending out alertmessages, KnowledgeSync can also automatically generateone or more Crystal Reports and attach these reports to theoutgoing alert message. Go Back to Tour Menu

27. Demo: Event Queries Click on a tab to move to it The “Files” tab allows you to specify that one or more fileswill be attached to the outgoing alert message when thisevent is triggered. Go Back to Tour Menu

28. Demo: Event Queries Click on a tab to move to it Among KnowledgeSync’s message delivery options is theability to copy files and/or reports to a specific location (based on each recipient’s preference). Go Back to Tour Menu

29. Demo: Event Queries Click on a tab to move to it Click Here to displaysample e-mail alert Designing the outgoing alert message is a simple processof combining your own text with field values from the corresponding triggered records. Note that the use of “Begin Repeat” and “End Repeat” allow a single alert to include (or “roll up”) the detailsof multiple triggered records in a single message. Go Back to Tour Menu

30. Click Here to Return to E-Mail tab This one alert message was triggered by conditionsin both a CRM application and in a financial system. The alert message contains data from both application databases. Go Back to Tour Menu

31. Demo: Event Queries Click on a tab to move to it KnowledgeSync includes its own faxing technologyso there’s no need for a client to purchase any additional hardware or software to send fax alerts. Go Back to Tour Menu

32. Demo: Event Queries Click on a tab to move to it Just like faxing, KnowledgeSync includes its ownpaging technology, so there’s no incremental costto clients if they wish to send alerts to a pager. Go Back to Tour Menu

33. Demo: Event Queries Click on a tab to move to it Click Here to displaysample WebCast Alert Screen Webcasting is unique to KnowledgeSync; it allowsyou to post critical alert messages to a web browserfor dynamic, easy access by users, business partners,or customers. Go Back to Tour Menu

34. Click Here to Return to WebCast tab Demo: Event Queries Go Back to Tour Menu

35. Demo: Event Queries Click on a tab to move to it When an event is triggered, KnowledgeSync can do more thanjust send an alert message. Using actions such as these, KnowledgeSync can add or update any records in any front-office or back-office application. Go Back to Tour Menu

36. Demo: Event Queries Click on a tab to move to it KnowledgeSync can notify any number of users, businesspartners, or customers. Subscribers (alert recipients) can be set up within KnowledgeSync, they can be imported into KnowledgeSync,or KnowledgeSync can simply “point to” an external database of subscriber data (such as an HR database). Go Back to Tour Menu

37. Demo: Event Queries Click on a tab to move to it 2) Click here to continue and seehow a “triggered event” appearsin the KnowledgeSync Monitor 1) Events are scheduled to run on a re-occurring basis.Events can be submitted as frequently as every minuteor hour, and as infrequently as every day, once per week,the first day of the month, and so on. Go Back to Tour Menu

38. 1) The KnowledgeSync Event Monitor is the “dashboard” whereyou can see everything that’s happened: what events have beenchecked, what have been triggered, who’s been notified, via what means, and when. 2) End of Alert Messaging Demo; Click Here to Go Back to Tour Menu

39. Report Distribution KnowledgeSync automatically generates and distributes Crystal Reports on a scheduled, “data-triggered”, or on-request basis. Reports can be distributed via e-mail, fax, FTP, and web browser. Go Back to Tour Menu

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41. Benefit: Scheduled Reports Automatically generate and distribute specific Crystal Reports on a pre-defined schedule For Example: Every Monday morning at 9:00 AM, generate and distribute the Sales Forecast Reports and Last Week’s Service Statistics Reports Go Back to Tour Menu

42. Benefit: Data-Triggered Reports Automatically generate and distribute specific Crystal Reports based on the presence of specific data in one or more applications For Example: When more than ‘x’ training requests are logged into an application, automatically generate and distribute a Training Resource and Scheduling Availability Report Go Back to Tour Menu

43. Benefit: On-Request Reports Allow staff, clients, and business partners to automatically request and receive specific Crystal Reports via e-mail For Example: A manager who is on the road sends a mail message requesting this week’s sales figures and training availability and automatically receives a return e-mail with the corresponding reports attached to the message End of Report Distribution Benefits; Click Here to Go Back to Tour Menu

44. 1) KnowledgeSync can generate and distribute Crystal Reportsvia e-mail, fax, FTP, and by linking the reports to a web page. The list on the right shows sample reports that KnowledgeSynccan generate and distribute. The first step when creating areport distribution event is to define the report’s source file. 2) Click on the “Training Course Availability Report” to continue . . . Go Back to Tour Menu

45. 2) Click Here to see how this reportcan be attached to an event . . . 1) Integrating KnowledgeSync with Crystal Reports issimply a matter of “pointing” KnowledgeSync at theCrystal Reports you wish it to generate and distribute. Go Back to Tour Menu

46. Click on a tab to move to it In this example, we’re looking at a report that getsgenerated if more than 20 people sign up fora CRM training course this month. Go Back to Tour Menu

47. Click on a tab to move to it As you can see from these “Trigger Parameters,” one of the uniquebenefits of KnowledgeSync is its ability to generate Crystal Reportsbased on specific conditions of data in an underlying application. Go Back to Tour Menu

48. Click on a tab to move to it KnowledgeSync has the ability to “pass” information about atriggered event into the corresponding Crystal Reports asreport selection criteria. Go Back to Tour Menu

49. Click on a tab to move to it In addition to generating and distributing reports,KnowledgeSync can also attach external files and include them with the corresponding reports. Go Back to Tour Menu

50. Click on a tab to move to it For people who wish to receive reports and files via FTP,KnowledgeSync allows you to indicate that the related reportsand files will be copied to each recipient’s desired location. Go Back to Tour Menu