The document provides information about TaskCentre for Sage CRM, a business process management software suite. It enables organizations to automate business processes through capabilities like workflow, document automation, alerts, and integration with other systems. The software leverages Sage CRM to bring together people, systems, and information through acquiring, manipulating, distributing, and integrating data according to automated processes designed for specific business needs. Organizations can gain benefits like increased productivity, reduced costs, and improved customer satisfaction by automating repetitive tasks and integrating disconnected systems.

1. taskcentre
FOR Sage CRM

2. taskcentre Sage CRM
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3. Contents
2 What is Business Process Management (BPM) Software?
4 The Business Benefits of BPM Software
5 How Does BPM Software Work?
6 Advanced Business Alerts
7 Workflow
8 Document Automation
9 Web Content Publishing
10 Subscriptions and Requests
11 Data Services & Integration
12 Sage Software
13 Orbis Software
Page 01

4. What is Business Process Management (BPM)?
Business Process TaskCentre for Sage CRM Data Services and Workflow
Management in broad terms offers a unique state-of- requirements because of its
is the automation of those the-art Business Process easy-to-use drag and drop
employee activities that cost Management (BPM) Suite user interface and proven
the company valuable time for the market leading Sage reputation for delivering a
and money. All businesses CRM solution; enabling high ROI from day one of its
today are dependent on organisations to cost deployment.
people extracting, formatting effectively build, operate
and distributing business and maintain any number of TaskCentre for Sage
information from business automated processes. CRM offers a state-of-
applications. Yet, people the-art Business Process
have physical limitations, The TaskCentre BPM Suite Management (BPM) Suite
they are prone to illness leverages the powerful enabling organisations to
and unfortunately make capabilities of Sage CRM cost effectively build, operate
mistakes. to bring people, systems and maintain any number of
and information together automated processes.
Business Process within an organisation
Management technology is through the acquisition, TaskCentre for Sage CRM
the IT industry’s response manipulation, dissemination brings people, organisations,
to the problems created and integration of information; systems and information
by employee-dependant offering a generic approach together through the
applications. Directors, to automated processes acquisition, manipulation,
managers, suppliers and specifically designed to dissemination and integration
customers expect instant meet precise business of information, offering
responses to real-time requirements. a generic approach to
commercial interactions automated processes
and business process Organisations running specifically designed to meet
management technology Sage CRM use the globally precise requirements.
leverages all the organisation’s recognised TaskCentre for
I.T. systems by creating a real- Sage CRM BPM Suite to
time, responsive infrastructure. address complex Integration,
Page 02

5. Solutions Examples of Use
Advanced KPI’s, approaching support call activities, sales opportunities with no activities set
Business Alerts or contact details not correctly entered.
Product discount approvals, customer surveys, contact information alteration
Workflow
approvals and support call reassignment approvals.
Document Contract renewals, welcome packs, end of line product specials and internal
Automation sales reports.
Web Content Publishing of KPI’s, customer portals, customer support league tables, sales
Publishing scoreboards and web site updates.
Subscriptions and Account details, support call status, product details, transaction history and
Requests delivery status.
Data Services & Integration with credit referencing providers or other database applications e.g.
Integration ERP, MRP, SCM, or e-commerce.
Page 03

6. The Business Benefits of BPM Software
Business Process Through automating repetitive more cost-effective activities
Management Software, as manual business processes, that will contribute to your
a technology, can deliver such as report creation and ongoing business success.
endless benefits to any- the distribution, monitoring or
sized organisation but more reporting on company KPI’s,
importantly these benefits TaskCentre reduces your
will be unique to your operational costs and frees-up
company. employees to concentrate on
A small sample of the common business benefits that our customers cite include:
Business Benefits
• Stronger Revenue Streams • Higher Customer Satisfaction Levels
• Operational Savings • Freeing-up of Employee Time
• Reduction in the Administration involved with • Eradication of Data Entry Errors
Compliance and ISO Activities • Critical Failure Avoidance
• Greater Company Agility
Page 04

7. How does BPM Software work?
Business Process business processes can be through its intuitive and logical
Management Software configured and re-configured Graphical User Interface
works by ‘loosely coupling’ without having to alter the (GUI). This GUI enables an
with a company’s existing underlying configuration of administrator to automate
applications which enables a company’s applications. common employee-driven
it to monitor, extract, format TaskCentre merely uses these processes, such as creating
and distribute information applications as information and sending end-of-week
to systems and people; in services and workflow trigger sales reports, by simply
line with business events or points. dragging and dropping Tools
rules. into a sequence that emulates
Creating or re-creating an the employee process, i.e.
By leveraging the processes automated business process Schedule Tool, ODBC Tool,
and information of existing is achieved via any PC on Run Crystal Tool and Send
applications, automated which TaskCentre is installed SMTP Tool.
Page 05

8. Advanced Business Alerts
Receive real-time alerts of information systems, which The technological superiority
critical events; ensuring inherently possess little or of TaskCentre for Sage CRM’s
your organisation is no functionality to generate Advanced Business Alerts
compliant and always one notifications based upon data providers organisations with a
step ahead. Organisations events or criteria. cost effective and simple way
today need to ensure that to extend the basic alerting
they are instantly notified of TaskCentre for Sage CRM capabilities.
changing situations before provides comprehensive
or as they happen, enabling tools and design capabilities Advanced Business Alerts
them to make better to integrate with Sage CRM can come in the form of HTML
informed decisions based to provide people with the Emails, SMS Text Messages
upon critical data events. information needed to make or Fax and popular examples
timely and accurate decisions; include open opportunities with
In today’s information age, whenever and wherever they no activities set or service calls
organisations now manage are located. approaching due date.
an ever increasing array of
ht to you...
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on
TaskCentre for Sage
ati
CRM’s Advanced
rm
Business Alerts capability
Info
ensures important
information is delivered to
you by email and SMS as
business critical events
occur.
Page 06

9. Workflow
Optimise employee acceleration of company therefore, the requirement
productivity by intelligently performance and the for intelligent Workflow
routing workflow tasks development of a sustainable functionality is high on the IT
to individuals or teams competitive advantage. Yet, to agenda.
to gather valuable input date, most traditional Workflow
decisions and response systems are reliant on the Through TaskCentre for Sage
feedback. More than ever, individual to identify and start CRM, organisations are able
organisations today are a workflow process rather than to add Workflow capabilities to
striving to achieve efficient, this being dynamic, event- Sage CRM, which immediately
consistent and measurable driven and integrated with their increases productivity,
processes as a pre-requisite own systems. eradicates administrative
to delivering quality to their waste and enhances
customers. The problems caused by stakeholder relationships.
traditional approaches to
Workflow enforces consistency Workflow are also exacerbated
in the organisation’s processes by the number of people and
and can therefore play a departments that business
fundamental part in the processes can cross and,
Page 07

10. Document Automation
Save time and money by and distribution of document or order acknowledgements,
automating the creation & flows, to all the company’s structured and repetitive
distribution of everyday stakeholders and trading documents can be
company documentation partners. automatically generated,
and reports. presented and delivered
Whether they’re reports, via a variety of formats and
The creation, distribution and letters, support ticket details channels.
management of business
documents are commonplace
activities for management
personnel and administrative
staff alike. Traditional
document concepts still form
the backbone of structured
business communications and
transactions.
TaskCentre for Sage CRM’s
Document Automation
functionality enables
companies running Sage CRM
to automate the generation
Page 08

11. Web Content Publishing
Keep your web portals Within an organisation, Using TaskCentre for
synchronised and up-to-date valuable knowledge typically Sage CRM’s Web Content
by automating company web resides in ring-fenced Publishing capabilities,
content. Communicating information ‘islands’, often online information can be
with company stakeholders within departmental or automatically generated,
and ensuring that they have organisational boundaries. published and updated
access to and visibility of according to defined rules.
relevant information is vital However, making this
in the current competitive information more widely A popular example for the use
environment. Cost-effective accessible to employees, of TaskCentre for Sage CRM’s
communication will help to partners, customers and Web Content Publishing would
develop long-term beneficial other stakeholders is labour- be the publishing of support
relationships and contribute intensive and cost prohibitive. call KPI’s to a local intranet.
to future organisational
growth.
Page 9

12. Subscriptions & Requests
Empower stakeholders Fuelled by our increasing and not develop an offering
to request and receive reliance upon the internet would be to risk losing out to
information without and the expansive growth in the competition. For example,
employee intervention. mobile devices, information on the speed and accuracy of the
Today’s consumers and demand is expected in every response to an initial enquiry
business partners want dimension. forms the very first impression
information on demand. of your organisation. A
We require specific data For any organisation, popular example for the use of
as it becomes relevant and supplying dynamic information TaskCentre for Sage CRM’s
demand that it is sensitive to services places considerable Subscription & Requests
the channel through which strain on its human resources, capability would be service
we make the requests. but to ignore these needs history reports.
repetitive da
out ta
w ith in
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ut
rc
TaskCentre for Sage
...
me
CRM’s integration
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capabilities will integrate
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your ecommerce solution
with Sage CRM and remove
the need for repetitive data
input by automatically
creating customer records
in Sage CRM.
Page 10

13. Data Services & Integration
Transform all of your need for complex integration Tools
company applications into development. By design Tools are arranged into 7
one event-driven, service- TaskCentre for Sage CRM distinct classes which are:
oriented management delivers and manages Event, Input, Format, Output,
solution. Organisations process integration, ensuring Execute General and a
now require business that systems ‘play nicely’, specific Sage CRM category.
applications that ‘talk to no matter how complex the They expose and consume
each other’ or that can be requirements. information to and from each
updated dynamically with other and can be used in
credit management, sales Tasks almost limitless combinations
and marketing or property TaskCentre for Sage CRM is and sequences to provide
details from online data based on the central concept for the business process
services. Indeed, data or of the Task, which performs requirement in-hand.
application integration part or all of a business or
has never been more technical process triggered Tools are provided as plug-
fundamental to the success by one or more Events. and-play components, so that
of today’s business and Designed visually in a drag the breadth of functionality of
the TaskCentre for Sage & drop interface, each Task any implementation can be
CRM Business Process can contain any number of easily expanded as and when
Management (BPM) Suite interrelated and sequenced required.
has a proven track record Steps, which are created
of addressing these using a wide range of highly The Sage CRM specific
challenges. functional Tools. tools were produced by
an accredited Sage CRM
TaskCentre for Sage CRM The range of Tools available development team to ensure
bridges the gap between provide pre-built, flexible and tight integration.
disparate information systems seamless integration with
or online web services, by existing information sources,
providing a graphical process applications, technologies,
modeller and comprehensive formats and communication
operating environment that channels, without the need for
either dramatically reduces, complex programming.
or totally eliminates the
Page 11

14. Sage Software
Sage provides business reach it has built its success processes. Whether it be
software, services and on understanding and meeting financial software enabling
support to small and the needs of customers in better cash flow management,
medium sized businesses. their local markets. Therefore CRM software helping to
Whilst its heritage is in the the majority of Sage products build profitable customer
small business market it and services are developed relationships or HR and
also has the experience and and supported locally. This Payroll offerings being
expertise to meet the needs ensures Sage provide a choice used to improve employee
of specific industries and of high quality products and performance and ensure
larger organisations. services which are relevant legislative compliance,
to customers, use the most Sage software and services
Sage is a global company with appropriate technology and equip customers to run
5.8 million customers, over are supported by local experts. their businesses more
14,500 employees and more effectively and overcome the
than 25 years of experience We provide an extensive challenges of today’s business
working with small and range of solutions which make environment.
medium sized businesses. it easier for our customers
However, despite its global to manage their business
Page 12

15. Orbis Software
Founded in 1997, UK- More than 4000 customers and customisation of Orbis
based Orbis Software has worldwide already use Orbis TaskCentre®. Our partners
pioneered the development products, ranging from diverse work with each individual
of business process global organisations to the customer to ensure that
automation solutions. small local enterprise and their business process
Today, Orbis provides the clients include HSBC, BP, management needs are
leading pure-play Business NASDAQ, BUPA, Rolls Royce met and that TaskCentre®
Process Management and Lloyds TSB. connects with existing
Suite TaskCentre® information systems and
enabling organisations Orbis solutions are delivered applications to provide a
to drive efficiency and through a worldwide network complete solution.
save time, reduce costs, of highly-trained, accredited
generate revenue, optimise partners, each of whom
relationships and improve has experience of specific
visibility and agility through vertical markets or application
collaborative process systems and expertise in the
automation. installation, implementation
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16. For more information visit www.orbis-software.com
Copyright © Orbis Software Ltd. All rights reserved. No part of this publication
may be reproduced, transmitted, transcribed, stored in a retrieval system or
translated into any language in any form by any means without the written
permission of Orbis Software Ltd. TaskCentre is a registered trademark of
Orbis Software Ltd. All other company names and product names are the
property and/or trademarks of their respective owners.