Introducing: Sage KnowledgeSync for Sage Abra HRMS
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Transcript of Introducing: Sage KnowledgeSync for Sage Abra HRMS
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Introducing:Sage KnowledgeSync for Sage Abra HRMS
March 4, 2010
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Topics• Introductions• Introducing Sage KnowledgeSync for Sage Abra• “The cost of not knowing”• KnowledgeSync demo• Endorsed Partner program details
– Pricing, margins, ordering– Product delivery and support– Marketing and training opportunities
• Sales, Marketing and Support Resources– Partner training opportunities– Marketing campaigns, etc.
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Today’s Speakers
• Tom TillmanDirector Strategic RelationsSage Employer Solutions Business Unit
• Don FarberVice President Sales and MarketingVineyardsoft
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Sage KnowledgeSync for Sage Abra HRMS
Overview
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What is Sage KnowledgeSync?
• It is the leading “Alerts & Workflow” solution on the market, with 10 years experience and over 6,000 clients.
• Sage is offering it to give clients an “enterprise-class” Business Activity Monitoring solution to complement the existing Abra Alerts solution.
• Sage KnowledgeSync is referred to as “SKS” and is the recipient of numerous awards, including Forbes’ “Top Productivity Enhancing Tool” (2009).
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The Solution -- BAMThe Solution -- BAM
Sage Abra
Sage KnowledgeSync
Other Data
FormsSage MAS
Reports
eMails
Monitors data
bases
When an event occurs, automatically
triggers:
Actions“Push vs Pull”
Dashboard Alerts
Sage CRM
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Key Features and Benefits• Monitoring. SKS includes BI-level data mining, including trend
analysis, cross-application analysis, and incoming mail monitoring.
• Alerting. SKS can trigger alerts via email (all types), fax, pager, cell phone, screen pop, FTP, and dynamic dashboard.
• Reporting. SKS can trigger, generate, and deliver Forms, Documents, and Crystal Reports. This can be done on a “triggered” basis or on a recurring schedule.
• Workflow. SKS can write data back into the Sage Abra database, or move data from Abra into other applications (or vice versa).
• Graphic, Wizard-Driven Interface. SKS does not require programming or SQL expertise; events are configured quickly & easily.
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SKS vs. Abra AlertsCapabilities Abra Alerts KnowledgeSync
Monitor DB Changes Detect File & Folder Changes Date/Time Monitoring Query Databases Email Notifications Includes Pre-Defined Alerts Create Custom Alerts Include Data in Alerts Include Attachments in Alerts Send Automated Responses
Wizard Driven
Pager, Fax, Cell Phone, & Dashboard Alerts SQL Database Cross-Application Monitoring Workflow – Data Updates Incoming Email Monitoring Supports All Email Systems Multi-Step Job Streams Embedded Crystal Reports HTML, PDF, Excel, Word Formats On-line Audit Trail Alert Failover Primary & Secondary Alert Addresses FTP Forms, Documents & Reports
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Sage KnowledgeSync &“The Cost of Not Knowing”
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Scenario:
• A company’s monthly overtime rarely exceeds 50 hours.
• Halfway thru the month, they have 40 hours of OT, but …
… they don’t know it because they run their reports at month-end
• Over the remainder of the month, they add 35 more hours of OT
• At month-end they recognize the issue and discover meeting payroll this month won’t be quite so easy . . .
Cost of not knowing?
• Best case: Paying for 50% more OT than usual• Worst case: Layoffs or budget slashes . . .
Excessive Overtime
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Excessive Overtime
To prevent, you would want to:
• Alert the HR manager about the accruing OT
• Notify the finance dept & put a hold on employee OT
• Send managers OT reports of their employees
• Flag employee records for those with abnormally high OT
• Set up the OT report to auto-run whenever the OT accrues at a rate that will likely exceed 50 hours per month
The Solution:
Sage KnowledgeSync Alerts & Workflow
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Sage KnowledgeSyncProduct Demo(by Don Farber)
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Marketing &Keys to Selling Sage KnowledgeSync
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1) “Alerts and Workflow”2) “Alerts on Steroids”3) “Business Activity Monitoring”4) “A Smoke Detector for your Business”5) “Operational Business Intelligence”
You choose. But it really all boils down to just 3 things:
-- Watching & responding
-- Automating tasks previously done manually
-- Not Saying “If only we had known . . . “
Describing Sage KnowledgeSync
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Most clients have a very narrow understanding of what an alert is:
“Of course I know what an alert is . . . It’s a reminder.”
Some clients have a slighter wider definition:
“An alert tells me when something bad has happened.”
Part of your goal in a KnowledgeSync presentation is to expand the client’s understanding of what an alert is . . . or can be. For example . . .
“It’s a Reminder system, right?”
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Reminders (tasks, certifications, reviews)
Thresholds (too much OT, too many absences)
Exceptions (unapproved vacation req, % pay raise)
Looking Ahead / Behind (this week’s training, last week’s overtime)
Things Not Happening (drug test not taken, certif not renewed)
Data Integrity (Invalid phone #, missing benefit code)
Trends (OT increased by 20%)
Data Changes (Pay rate or benefits changed)
Inconsistencies (new hire; gets 4 weeks vacation)
“Gee – I never thought of that . . . ”
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Never Lose “Time Sensitivity”
“What happens when . . . ?“
“How long does it take you to realize . . . ?“
“How soon do you need to know . . . ?“
“How quickly are you able to . . . ?“
“How much time passes between . . . ?“
“What happens if someone doesn’t realize . . . ?“
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“How quickly do you find out . . . ?”
“Have you ever had . . . ?”
“What happens when . . . ?”
Let The App Describe Itself
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“Have you ever been annoyed by things like . . .”
. . . Managers who forget about employee reviews
. . . Employees who neglect to renew their certifications
. . . Prospective hires that are awaiting review
. . . Not knowing about employees’ upcoming absences
. . . New on-demand checks you weren’t expecting
. . . Excessive overtime by staff
. . . Employees allowed to take vacation time they don’t have
. . . Unexpected changes to an employees’ benefits . . . Not knowing that an employee failed a drug test
. . . People who miss training classes they’ve signed-up for
Memorize Common Business Pains
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“What does it cost your organization when . . .”
. . . Your staff logs excessive overtime
. . . A manager forgets an employee’s review
. . . You lose a good prospective hire due to no follow-up
. . . There are errors in an employee’s health care options
. . . A training course is cancelled due to low attendance
. . . An employee takes an unexpected leave of absence
. . . You have to retroactively compensate for a pay raise
. . . A foreign employee lets their Visa expire
. . . You send paychecks to an employee’s old address
. . . The appropriate departments are not told about a new hire
Use “Pain” Statements
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Sage KnowledgeSyncPricing, Licensing, &Ordering
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Pricing – U.S. and CanadaLicense Support
Professional Edition FREE $399
Enterprise Edition One Connection Alerts $1,799 $399Sends alerts about any conditions via any device;
Add Reports Module $499 $99 Add Actions $999 $199
Enterprise Edition Full One Connection Bundle $3,295 $650
Monitor an Additional Application $1,799 $399
Monitor Unlimited Applications (4+ connections) $8,695 $1,700Includes all functionality plus monitoringthe O/S & Incoming Mail
* Number of users does not affect pricing
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Margins and Margin Tier Credit
• License Margin = standard margin, maximum 30%
• Support Margin = standard margin, maximum 18%
• All SKS license sales will count toward your Sage margin tier attainment
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Configuring the SKS Order
• Abra customer will only have to buy is a one connection license• SKS “Enterprise One Connection” covers all of Sage Abra. • However, the order must indicate the number of physical Abra
databases
• On the order, you will supply this information:
– Abra Suite or Abra SQL?– If Abra SQL, Is SQL Payroll included?– If SQL Payroll yes, the how many Payroll companies?– Is Abra ESS and/or Abra BE included?
• If Abra TimeSheet will also be monitored, a ‘1 Connection upgrade’ will need to be added to the order
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SKS Ordering and FulfillmentBegins on March 12th
• SKS included on Abra Price list
• Order through Abra – St. Pete
• Include (if you have it) the name of the server on which SKS will be installed
• Orders communicated to vendor (Vineyardsoft) daily
• Customer receives SKS license code & download and installation instructions within 24 hours
• SKS EventPaks (preconfigured events & dashboards) included for Abra Suite (v7), Abra SQL (v10)
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SKS vs. Abra Alerts
• We will continue to sell and support Abra Alerts
• SKS does not replace Abra Alerts; it is an additional offering for clients interested in enterprise-class business activity monitoring.
• If current Abra Alerts customer wants SKS, they will need to purchase it
• Which solution to sell? It’s your choice, based on client needs.
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SKS Sessions at Insights 2010Day Time TitleTuesday – May 18 4:30pm – 5:30pm SKS Alerts -- From Novice
To Expert! (Part 1) -- Bring Your Laptop
Wednesday – May 19 8:00am - 9:00am SKS Alerts – From Novice to Expert! (Part 2) -- Bring Your Laptop
Wednesday – May 19 1:30pm - 3:00pm SKS Alerts Workflow -- Advanced Event Design -- Bring Your Laptop
Wednesday – May 19 3:15pm - 4:15pm SKS Alerts and Workflow -- Dashboard Alerts -- Bring Your Laptop
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What’s Next?
Date Activity
Late-May 2010 Abra customer base email campaign
June 2010 Technical training
August 2010 Technical training
September 2010 End-of-Year promotion
Marketing and Partner Activities
Exact dates and details TBD
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Sales, Marketing & Support Resources for Sage KnowledgeSync
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Marketing Websites
• www.sageabra.com
• www.sageknowledgesync.com
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Technical Support• For Customers
– Contact Abra Support Team– Support will troubleshoot issue– If SKS, they will ‘warm transfer’ the call to vendor– Ticket tracking and knowledgebase maintained by Abra
Support Team
• For Partners– Contact either Abra Support Team or Vineyardsoft– SKS on-line knowledgebase plus on-line support ticket
submission– GotoAssist provided by Vineyardsoft as needed
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Free NFR License(s) of KnowledgeSync (can be installed on as many machines
within your organization as you like)
Unlimited tech support from Vineyardsoft
Documentation (Reference Guide, Pre-installation Guide, Implementation Guide, Upgrade Guide)
www.sageknowledgesync.com
Professional & Enterprise Edition downloads; sales literature; pre-configured event listings for all Sage applications
Product overviews & demo videos
Abra Partner Resources
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Technical Training (Free): Computer-based training courses (2)
3 Hour “fundamentals” web-based training classes (weekly)
Tech Rep Certification (1 hour; self-guided)
Demo Services (Free): Web demo services from Vineyardsoft (GotoMeeting)
Webinar / User Group services
Professional Services (Fee-based): KSPSG (KnowledgeSync Partner Services Group)
Can represent themselves as your organization
Margin back to your organization on consulting work
Services Available to Abra Partners
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Vineyardsoft Phone Number: 800-850-8055
Pre-Sales and Marketing Support:
Don Farber, [email protected], x113
Tricia Cate, [email protected], x123
Craig Vivier, [email protected], x133
Technical Support:
On-line Knowledgebase (http://www.vineyardsoft.com/support_knowledgebase.php)
Web Ticket Entry (http://www.vineyardsoft.com/support_email.php)
Telephone Access – extension ‘2’ for Support Partner Services (KSPSG), Richard Burrell, [email protected], x130
Vineyardsoft Contacts
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Sales Contacts: (800) 424-9392
Keith Kopp, [email protected], x3733
Sherrie Barner, [email protected], x3744
Angela Nigro, [email protected], 905-814-0503 x55809
Chris Goheen, [email protected], (214) 387-0609
Technical Support:
1-800-829-0170
Sage Abra Contacts
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Questions