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Workflow Automation
Monitor and respond automatically to critical business activities
Workflow Automation or ‘Business Activity Monitoring’ (BAM) enables organisations to streamline their business processes by building powerful, automated tasks that leverage the potential of existing systems. Maximizer Workflow Automation is a scalable, cost-effective BAM solution for organisations ranging from SME's to large enterprise.
Using Maximizer Workflow Automation you can draw information from Maximizer Enterprise CRM, and/or a multitude of other application systems including Financial, ERP, MRP, HR and Project Management, enabling a broader and richer view of business activities.
As such, Maximizer Workflow Automation will be a natural extension of the investment that you are making in any application deployment.
BAM can provide real-time access to critical business performance indicators to improve the speed and effectiveness of your business. In addition, its extensible automated process capabilities enable the replacement of complex manual tasks, thus driving operational efficiency throughout an organisation and providing a common automation framework across the entire information chain.
Examples:
- Automatically generate and distribute Crystal Reports on schedule.
- Dynamically generate and distribute reports based on the occurrence of an action or set a values within Maximizer Enterprise or another application
- Save time on generating reports by enabling a Crystal Report auto-fulfillment request system
- Alert if any client with an open sale has not been contacted in the last X days
- Check e-mail sent to support@mycompany.com and see if the sender exists in Maximizer. If so, create a Support Incident and notify the sales and support departments. If no contact exists, create an account and contact
- Notify the sales manager, if a forecast close date has been changed.
- Generate a sales pipeline report if representative has less than $X in forecast and send it to the sales manager.
- Monitor support staff’s workload to see if any representatives have more than X open calls.
- Notify a prospect (and their sales representative) X days before any quote is due to expire.
- Automate the sending of order confirmations
- Respond to low stock levels and notify clients about late shipments
- Identify clients with excessive receivables balances and/or clients with multiple overdue invoices
- Send alerts about changes to a client’s credit status or about changes to an approved purchase order
- Detect projects taking too long
- Alert about quotes/contracts about to expire
- Match stock receipts with backorders
- Identify clients whose buying trends have dramatically changed
- Scheduling follow-ups in Maximizer Enterprise
- Schedule tasks, phone calls or appointments automatically in Maximizer Enterprise based on details of an incoming e-mail message
- Send an automatic response to the sender of an email based on the message content
- Monitor all your critical business applications 24 hours a day, seven days a week to ensure your systems are up and running
- Check log file contents for priority messages and alert the appropriate IT staff to take immediate action
- Monitor disk space, network availability, and any part of your system which is quantifiable and critical