EMF (Event Management Framework) is a CDC Software product that provides a toolkit for personalized solutions to track events and notifications across business applications like CRM, HR, and ERP. The presentation highlights challenges in Saratoga CRM administration like logging data imports across distributed environments and synchronization issues. A demo of EMF4CRM shows how it addresses these challenges through faster response to remote user requests, optimized data extracts, and reduced administration work.

1. EMF4SaratogaCRM
MICHAEL MALICH
SENIOR PROJECT MANAGER

2. Agenda
• What is Event Management Framework
(EMF) ?
• Which Challenges do we have in
Saratoga Administration ?
• DEMO to show:
- How EMF4CRM helps You and Your Users
- Advantages with EMF4CRM
• Questions
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3. Event Management
Framework (EMF)

4. Event Management Framework
• CDC Software Product
• Toolkit for your personalized solution
• Event driven
• Useful for all business areas
4

5. Events triggered by data
Business Applications
CRM
Business Data Event Detection
HR
WHM
ERP
Bespoke

6. Events triggered from “Outside”
Business Applications
Event Management
CRM
HR
ERP
WHM
Bespoke Flexible Integration

7. Events Lifecycle
Notify
Inform someone or something
Notify (Email, sms, fax, ...)
Update
Save information as a result of
Track Update the event (history, KPIs, ...)
Execute
Call applications or additional
processes
Response
Response Execute Receive responses from
humans or machines
Track
Monitor post detection activities

8. Financial Alerting
• Possible duplicate invoices
• High payment warning
• Change of bank details warning on supplier/employee
account
• New supplier added
• Change in customer discount
• Change in customer credit limits
• Customer exceeded credit limit
• Differences between PO and goods receipt quantities
• Overdue invoices
• Credit Cards Due to Expire in Less Than 30 Days / Expired

9. Supply Chain Alerting
• Non-Moving stock
• Raw goods received
• Inbound goods rejected
• Customer order dispatched, notify customers
• Goods selling faster than projected
• Goods returned requiring credit
• Sell by date approaching/exceeded
• Low/zero stock warnings
• Shipping and delivery quantities do not match
• Goods not yet delivered – overdue
• Change of delivery time

10. Human Resources Alerting
• Employees still have large amount of holiday and holiday
year end approaching.
• Work permit about to expire/Work permit has expired.
• Salary increase above X percentage.
• Employee has had more than X days sickness.
• Health and Safety – Checking that required training
courses have been attended for person in particular role.
• Fire Wardens/First Aiders – checking that each business
location has the required number.
• Employees approaching retirement age.
• Continued bad time keeping.
• New employee.

11. Challenges in
Saratoga Administration

12. Challenges in CRM Administration
• Logging of data imports
- Import.msg, Import.M01, Import.M02 …
• Logging in distributed environments
- Extract.msg, Extract.M01, Extract.M02 …
- Upload.msg, Upload.M01, Upload.M02 …
• Synchronisation
- Complete extract
- Download duration for Remotes
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13. DEMO

14. Advantages of EMF4CRM

15. Advantages of EMF4CRM
• Faster reaction on remote user requests
• Protocol check automatically in background
• Optimized data extracts for reduced download
time
• Significant less administration work
• Less error rate
• Better availability of your CRM
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16. Result:
Satisfied Administrator
Satisfied Users
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17. QUESTIONS….