Alerts and Critical Business Notifications

1. Alerts and Critical Business Notifications “Anyone who needs to know something now has no excuse not to know.” Neil Montgomery, “Eyes Everywhere” ComputerWorld Magazine Vineyardsoft Corporation www.sageknowledgesync.com

2. Identify Notify Update Vineyardsoft Corporation www.sageknowledgesync.com

3. Problem: Vast quantities of business data make it impossible to identify and act on information in a timely manner. Vineyardsoft Corporation www.sageknowledgesync.com

4. Problem: Vast quantities of business data make it impossible to identify and act on information in a timely manner.. Challenge: Insufficient resources to raise corporate awareness. By the time important information is identified and acted upon, it is often too late or too old to be of use. Vineyardsoft Corporation www.sageknowledgesync.com

5. Problem: Vast quantities of business data make it impossible to identify and act on information in a timely manner.. Challenge: Insufficient resources to raise corporate awareness. By the time important information is identified and acted upon, it is often too late or too old to be of use. Answer:“Business Activity Monitoring” software. A ‘BAM’ application identifies, delivers, and acts on critical business information in a timely fashion.

6. Alerts . . . On Steroids Old School : “What can I be reminded about?”New School : “What business information should we monitor and how do we need to act on it?” If a client drops monthly purchases by 25% . . . . . . . . . . . alert the salesrep. If a client has overdue invoices . . . . . . . . . . . . . . . . . . . . . re-send them Monday at 9 AM. If a delivery gets delayed . . . . . . . . . . . . . . . . . . . . . . . . . . . email the client. If an order discount is over 15% . . . . . . . . . . . . . . . . . . . . . page me. If a prospect has not been reached in 30 days . . . . . . . . . schedule a call today. If a deal in CRM is for a client on hold in Finance . . . . . . . alert the CFO. If a rep’s forecast varies from actual by > 25% . . . . . . . . . send a forecast rpt to their mgr

7. How BAM Works: You identify the business conditions (“events”) that should trigger anautomated response. New Order Placed Overdue Invoice Prospect Not Contacted Email Question from Client Sign-Up on Website Project Running Over Budget Full MS Outlook Mailbox

8. How BAM Works: BAM MonitoringEngine You identify the business conditions (“events”) that should trigger anautomated response. New Order Placed Overdue Invoice Prospect Not Contacted Email Question from Client Sign-Up on Website Project Running Over Budget Full MS Outlook Mailbox You tell the BAM engineto periodically check forthese conditions.

9. How BAM Works: BAM MonitoringEngine You identify the business conditions (“events”) that should trigger anautomated response. New Order Placed Overdue Invoice Prospect Not Contacted Email Question from Client Sign-Up on Website Project Running Over Budget Full MS Outlook Mailbox (And when these conditions occur) • Alerts are sent to: • Employees • Customers • Prospects • Partners / Suppliers You tell the BAM engineto periodically check forthese conditions.

10. How BAM Works: BAM MonitoringEngine You identify the business conditions (“events”) that should trigger anautomated response. (Optionally with) Forms Documents Reports New Order Placed Overdue Invoice Prospect Not Contacted Email Question from Client Sign-Up on Website Project Running Over Budget Full MS Outlook Mailbox (And when these conditions occur) • Alerts are sent to: • Employees • Customers • Prospects • Partners / Suppliers You tell the BAM engineto periodically check forthese conditions.

11. How BAM Works: BAM MonitoringEngine You identify the business conditions (“events”) that should trigger anautomated response. (Optionally with) Forms Documents Reports New Order Placed Overdue Invoice Prospect Not Contacted Email Question from Client Sign-Up on Website Project Running Over Budget Full MS Outlook Mailbox (And when these conditions occur) And can trigger Workflow to: • Alerts are sent to: • Employees • Customers • Prospects • Partners / Suppliers - Schedule activities - Update client history - Add database records - Synchronize data - Execute custom programs You tell the BAM engineto periodically check forthese conditions.

13. Database Monitoring

14. E-Mail Monitoring Database Monitoring

15. E-Mail Monitoring Database Monitoring Cross-App Monitoring

16. E-Mail Monitoring Database Monitoring Cross-App Monitoring O/S Monitoring

17. E-Mail Monitoring Database Monitoring Cross-App Monitoring O/S Monitoring Delivery Monitoring

18. E-Mail Monitoring Database Monitoring Cross-App Monitoring O/S Monitoring Delivery Monitoring Triggered Alerts Email Fax Cell Phone Pager Web Screen Pop

19. E-Mail Monitoring Database Monitoring Cross-App Monitoring O/S Monitoring Delivery Monitoring Triggered Alerts Triggered Reports Email Fax Cell Phone Pager Web Screen Pop Email Web FTP

20. E-Mail Monitoring Database Monitoring Cross-App Monitoring O/S Monitoring Delivery Monitoring Triggered Updates Triggered Alerts Triggered Reports Email Fax Cell Phone Pager Web Screen Pop API Toolset Email Web FTP

21. Business ConditionKnowledgeSync ActionBusiness Benefit Prospect not contacted in 14 days Email alert to salesrep & schedule follow-up (Sale is not lost!) Inventory item nearing re-order level Auto-submit PO to vendor (Out-of-stock condition averted) Invoice over 90 days overdue Email invoice copy to client (Avoid uncollected debt) Blanket PO has quantity changed Page purchasing manager (Un-approved changes eliminated) Biggest client’s monthly sales drops 30% Email sales rpt to account manager (Identify dissatisfied clients) New order placed for customer Fax order confirmation to client (Manual task eliminated) Customer changes order quantity Text msg shipping supervisor (Return shipment avoided) Finance places client on credit hold Send pop-up message to salesrep (Sale to deadbeat client prevented) Office machine lease about to expire Post web-alert for Purchasing dept (Equipment downtime avoided) New customer added to contact database Copy data to financial database (Manual entry eliminated) Support question received by email Auto-add request to help desk system (Email “black hole” avoided) Too many support calls assigned to rep “Jarvis” Page support manager (Call backlog / burn-out averted) Special pricing about to end Email reminder to current clients (Increased in sales) MS Outlook mailbox is full Page IT manager (Email messages not lost) Projects running over budget Email project status report to CFO (Project resources re-allocated) Request for info logged into website Email info to prospect / schedule phone call (Manual task averted) Item needed for repair is delayed Page field technician (Unnecessary trip averted)

22. Knowledge Dynamic – real-time Delivered; not requested BI-strength analysis Relevant content “Intelligent” recipients Anytime / anywhere / any device Benefits: Efficiency • Reduced data latency • Reduced dependency on human memory • Reduced errors & improved organizational consistency • Enterprise-level analysis & single-source administration

23. Over 4,000 KnowledgeSync clients.(More than all other BAM softwarevendors combined) The only Sage Software “Endorsed Solution” for Alerting and Workflow Winner of TMCLabs’ “Editor’s Choice” award. Awarded VarBusiness’“5 Star” Partner Programaward. Over 700 certified resellersworldwide. Profiled in ComputerWorld magazine. 8+ years of on-going technologicalachievements “Partner’s Choice” & “ISV of the Year”award winner. Vineyardsoft Corporation www.sageknowledgesync.com

24. Pre-Configured Events for: Quote, Doc, & RFP Mgmt: QuoteWerks QwikQuote Sant Pragmatech Altec Docuware CRM: Sage CRM SalesLogix Sage CRM ACT! by Sage Software Maximizer Protrak Finance & MRP/ERP: Sage MAS90 Sage MAS200 Sage MAS500 Sage PFW Sage Accpac ERP Sage Pro ERP Sage BusinessWorks Sage Timberline Office Sage Peachtree Exonet Exact Macola Progression Exact Macola ES Exact Globe Exact MAX Other: Exact e-Synergy HEAT SupportDesk GoalCentrix TimeLinx Sage FAS TrackIt Microsoft Project Operating System . . . And you can easily create yourown events for any other applicationsthat use an ODBC-compliant database. Vineyardsoft Corporation www.sageknowledgesync.com

25. "KnowledgeSync is our 'invisible worker' . . . we were able to implement it easily and get our return on investment almost immediately." (Administaff) “The simple, easy alerts from KnowledgeSync are very well received. We’ve saved a lot of advertisers from going inactive and that translates into revenue.”(The Seattle Times) "KnowledgeSync releases our managers from the tedium of reviewing daily reports searching for anomalies. We anticipate instead of react.”(SoftwareSource) "With KnowledgeSync, we have effectively bridged the gap between disordered enterprise data and valuable business intelligence." (Davidson Oil) "KnowledgeSync saves us the time and effort of manually checking to see if certain activities have or have not happened.” (Infinite Media) "KnowledgeSync can provide the means to make many areas of an enterprise run more efficiently, and therefore is deserving of an Editor's Choice award.“ (TMCLabs)

26. Identify Notify Update Thank you for your interest in Sage KnowledgeSync! Vineyardsoft Corporation 800-850-8055 www.sageknowledgesync.com sales@sageknowledgesync.com