Business Activity Management and Event Management

Business Alerts, Event Management and Business Activity Monitoring Consulting and Implementation

Having Business Alerts Event Management Software, or Business Activity Monitoring (BAM) working for you is like having a tireless assistant who watches over your business, and warns you about conditions that require your attention. Conditions such as leads that haven’t been followed up on, stock items that require re-order, and invoices that are overdue for payment.

Need a tireless slave working for you?

Want an incredibly efficient assistant who takes care of repetitive business processes, without ever complaining?  Processes such as delivering order acknowledgements, invoices and statements, assigning leads to salespeople, and distributing analytical reports to your staff - without ever taking a sick day or asking for a raise? Event Management provides that assistant.  Let it monitor incoming email and your website for requests and inquiries, such as questions for your support staff, requests for product information, and registrations for webinars, and respond to the requestor and assign the follow up to someone.

Integrate systems and processes...

Business Alerts and Event Management Software can update your business systems with an event’s details, such as recording the fact that a customer has been sent an overdue invoice or taking the details of an email message and creating a support ticket in your Help Desk database. But even more important than what has happened in your business is what has to happen, such as when a client has an overdue payment, scheduling a call for that client’s salesperson. And if a support call has not been addressed, escalating that call to management.

Business Alerts and Event Management Software Can Help EVERY Business - such as: 

Accounts Payable:
• Alert of a new vendor added, or vendor name/address change entered
• Notification of a discount over a specified amount is about to be lost
• AP Invoices past 90 days due.
• Accounts Payable invoice for certain vendor(s) are entered and require approval.

Accounts Receivable:
• A new invoice is created - and automatically emailed to the customer.
• New customer added - welcome letter sent.
• Notification that a customer account with pending orders has gone on hold.
• Notification that a customer credit limit or terms have been changed.
• A customer has not had any sales activity within a certain number of days.

Purchasing:
• Notification to alert of quality or delivery issues that exceed a threshold
• Notification that a purchase order above a certain limit is waiting for approval.
• Purchase Order line item has not been received by required date - auto notify the buyer and the vendor.

Inventory Management:
• Alert that a given item has dropped below the reorder point, and no replenishment order exists.
• Negative on-hand quantity exists for an item requiring a cycle count correction.
• Alert for inventory has expiration dates approaching

Sales Order Management:
• Pricing checks - and notification that an order price is not in line with customer pricing rules.
• Auto-notification of tracking info sent to customers when the order is shipped.
• An order ship date is missed by more than a specified number of days.
• Sales tax checking - a customer order is not taxed when a resale number is not on file.

Project and Job Costing:
• Project or Job approaching/exceeding estimate.
• Notification of change order added to the project.
• Notification of project due date changes.