When the Purse Strings Tighten . . . - Large Capital Expenditures decrease (& decision timeframes expand) - Small Capital Expenditures increase - Percentage of Consulting vs. License revenue increases - Focus changes from “new technologies” to increasing value from existing investments Organizations Spend Money on: - Inexpensive (less than $10k) solutions that add significant value to their existing solutions SalesLogix and KnowledgeSync combined with MAS 500 can make an impact on your business.

1. Alerts Reports Workflow Communicate More Efficiently Do Less Manual Work See Problems Before They Happen http:// customerfx.com A Wise Solution in A Challenging Economy

5. How to “Streamline”; How to be Diligent Operational Business Intelligence (OBI): OBI refers to a system of automated processes which analyze and respond to organization-specific business activities and transactions. OBI enables organizations to automate standard tasks while providing individual employees with task-specific, time-sensitive insight, helping them complete those tasks more efficiently and intelligently. OBI helps an organization increase their daily operational efficiency, improve their management of transactional “exceptions”, and reduce “data latency”. * Operational Business Intelligence (Intelligent Enterprise magazine, Jan 2008)

6. How to “Streamline”; How to be Diligent OBI . . . . . . is best suited for managers and employees as an enabler to complete tasks more efficiently and make more intelligent (& timely) decisions regarding their everyday activities. OBI . . . . . . uses a rules-based engine that performs advanced data analysis and executes pre-determined procedural workflow as response actions. OBI typically consists of: Automated Data Mining + Alerts + Document/Rpt Delivery + Workflow

9. One Example that Does Both If a repeat client’s monthly purchases drop by at least 20% from the previous month, auto-generate a sales analysis report for that client, auto-deliver that report to the corresponding account manager, and auto-schedule a follow-up phone call between the sales rep and that customer.

10. Typical OBI Process Flow Step #1: Step #2: Step #3: Step #4: Monitor Data  Send Alerts  Deliver Forms/Reports  Execute Workflow Instant message CFO Email to remind salesrep Page field technician Overdue invoice Prospect not contacted in last 7 days Incoming support mail: “ system is down” Put customer on hold Schedule follow up in Synergy Create and assign task in Synergy Resend PDF invoice to client via email Send manager report on Pending Sales Deliver work order to rep via web browser

11. Typical OBI Process Flow Step #1: Step #2: Step #3: Step #4: Monitor Data  Send Alerts  Deliver Forms/Reports  Execute Workflow Instant message CFO Email to remind salesrep Page field technician Overdue invoice Prospect not contacted in last 7 days Incoming support mail: “ system is down” Put customer on hold Schedule follow up in Synergy Create and assign task in Synergy Resend PDF invoice to client via email Send manager report on Pending Sales Deliver work order to rep via web browser

12. Typical OBI Process Flow Step #1: Step #2: Step #3: Step #4: Monitor Data  Send Alerts  Deliver Forms/Reports  Execute Workflow Instant message CFO Email to remind salesrep Page field technician Overdue invoice Prospect not contacted in last 7 days Incoming support mail: “ system is down” Put customer on hold Schedule follow up in Synergy Create and assign task in Synergy Resend PDF invoice to client via email Send manager report on Pending Sales Deliver work order to rep via web browser

13. Typical OBI Process Flow Step #1: Step #2: Step #3: Step #4: Monitor Data  Send Alerts  Deliver Forms/Reports  Execute Workflow Instant message CFO Email to remind salesrep Page field technician Overdue invoice Prospect not contacted in last 7 days Incoming support mail: “ system is down” Put customer on hold Schedule follow up in Synergy Create and assign task in Synergy Resend PDF invoice to client via email Send manager report on Pending Sales Deliver work order to rep via web browser

14. Sage KnowledgeSync is . . . An application that costs between $2k and $10k and automatically monitors business activities or transactions so as to provide employees with time-sensitive insight , helping them perform tasks more efficiently and intelligently . KnowledgeSync uses a rules-based engine to perform advanced data analysis and execute pre-determined procedural workflow as response actions. The result is that organizations increase their daily operational efficiency, improve their management of transactional “exceptions”, and reduce “data latency”.

19. Alerts are More than Reminders . . . Reminders (tasks, contracts, reviews) Thresholds (near credit limit, too little revenue) Exceptions (unapproved discount, % cost increase) Looking Ahead / Behind (items to ship, last week’s overtime) Things Not Happening (POs not received, client not ordering) Data Integrity (Invalid phone #, item missing price) Trends (Client sales have dropped 20%) Data Changes (Priority changed to ‘high’) Inconsistencies (project 20% done; 80% budget used)

23. Database Monitoring

24. E-Mail Monitoring Database Monitoring (Link)

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

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

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

28. Email Web FTP Forms, Documents & Reports Triggered Alerts Delivery Monitoring Cross-App Monitoring E-Mail Monitoring Database Monitoring O/S Monitoring Email Cell Phone Pager/PDA Fax Screen Pop Web Invoice Picking List A/R Aging

29. Triggered Updates API Toolset Email Cell Phone Pager/PDA Fax Screen Pop Web Triggered Alerts Delivery Monitoring Cross-App Monitoring E-Mail Monitoring Database Monitoring O/S Monitoring Email Web FTP Forms, Documents & Reports Invoice Picking List A/R Aging

30. Alert Dashboards

31. Pre-Configured Events for Immediate ROI Alert Events for: . . . And you can easily create your own events for any other applications that use an ODBC-compliant database. Sage Timberline Sage Pro ERP Event Watchdog (KnowledgeSync Self-Monitoring) Sage PFW Sage 360 - MAS90/200 & SalesLogix Integrated Events Sage MAS 500 Sage 360 - MAS90/200 & SageCRM Integrated Events Sage MAS 200 ERP Sage SalesLogix Sage MAS 90 ERP Sage FAS SageCRM Sage BusinessWorks Sage BusinessVision Sage Accpac ERP Sage Abra HRMS PeachTree by Sage ACT! by Sage