nexDimensionnexDimensionPresents:Presents:

KnowledgeSyncKnowledgeSync

nexDimensionnexDimensionPresents:Presents:

KnowledgeSyncKnowledgeSync

““Turning InformationTurning Information

Into ActionInto Action””

““Turning InformationTurning Information

Into ActionInto Action””

Sending Alerts About Critical Application Sending Alerts About Critical Application DataData

Auto-Processing Incoming E-Mail MessagesAuto-Processing Incoming E-Mail Messages Generating & Distributing Crystal ReportsGenerating & Distributing Crystal Reports

KnowledgeSync delivers this data via e-mail, fax, pager, KnowledgeSync delivers this data via e-mail, fax, pager, PDA, FTP, cell phone, and the web.PDA, FTP, cell phone, and the web.

KnowledgeSyncKnowledgeSync

KnowledgeSync monitors, delivers, and responds to KnowledgeSync monitors, delivers, and responds to 100%100% of an organization’s available data. This of an organization’s available data. This

includes:includes:

Today’s “alert messaging” technologies address Today’s “alert messaging” technologies address less than 15%less than 15% of the available data within an of the available data within an

organization. organization.

» Alert remote salesreps who Alert remote salesreps who don’t sync on a timely basisdon’t sync on a timely basis

» Notify clients or business partners about Notify clients or business partners about stock shortagesstock shortages or or delivery delaysdelivery delays

» Automatically Automatically schedule salesrep activitiesschedule salesrep activities based on based on database events or based on incoming e-mail messagesdatabase events or based on incoming e-mail messages

» Update client historyUpdate client history with incoming mail message with incoming mail message contentcontent

» Trigger the Trigger the automatic generation and distributionautomatic generation and distribution of of Crystal Reports based upon customer activitiesCrystal Reports based upon customer activities

» Enable remote staff, clients, and business partners to Enable remote staff, clients, and business partners to request and request and receive reports via e-mail or the webreceive reports via e-mail or the web

KnowledgeSync Lets Clients . . . KnowledgeSync Lets Clients . . .

Tour MenuTour Menu

Alert Messaging Benefits (Alert Messaging Benefits (click hereclick here))

Please select the component of KnowledgeSync that you Please select the component of KnowledgeSync that you would like to see next: would like to see next:

Report Distribution Demo (Report Distribution Demo (click hereclick here))

E-Mail Response Demo (E-Mail Response Demo (click hereclick here))

Alert Messaging Demo (Alert Messaging Demo (click hereclick here))

Report Distribution Benefits (Report Distribution Benefits (click hereclick here))

E-Mail Response Benefits (E-Mail Response Benefits (click hereclick here))

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Alert MessagingAlert Messaging

KnowledgeSync monitors software applications KnowledgeSync monitors software applications for critical, time-sensitive business “events.”for critical, time-sensitive business “events.”

Once an event is detected, KnowledgeSync sends Once an event is detected, KnowledgeSync sends out alert messages to users, clients, and out alert messages to users, clients, and

business partners via e-mail, fax, pager, PDA, business partners via e-mail, fax, pager, PDA, cellular phone, and web browser.cellular phone, and web browser.

KnowledgeSync also updates the underlying KnowledgeSync also updates the underlying applications with the details of the event.applications with the details of the event.

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Benefit:Application Awareness

Benefit:Application Awareness

Alerts based on conditions in one application, or Alerts based on conditions in one application, or across multiple applicationsacross multiple applications

For Example:For Example:

Alert the account manager to clients with pending sales opportunities Alert the account manager to clients with pending sales opportunities who have not been contacted in over a weekwho have not been contacted in over a week

Alert the sales manager to clients with pending sales opportunities in Alert the sales manager to clients with pending sales opportunities in a CRM application who are on credit hold in a financial applicationa CRM application who are on credit hold in a financial application

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Benefit:One-to-One Marketing

Benefit:One-to-One Marketing

Notify staff and clients about incremental Notify staff and clients about incremental products or services they may be interested inproducts or services they may be interested in

For Example:For Example:

Alert existing clients in the financial industry who have purchased our Alert existing clients in the financial industry who have purchased our Fixed Assets application that the new advanced depreciation Fixed Assets application that the new advanced depreciation module is now available for purchasemodule is now available for purchase

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Benefit:Exception

Management

Benefit:Exception

Management Alert users and managers about erroneous, Alert users and managers about erroneous,

missing, or inconsistent data entrymissing, or inconsistent data entry

For Example:For Example:

Alert employees and/or management about invalid e-mail addresses, Alert employees and/or management about invalid e-mail addresses, invalid phone numbers, missing notes about an upcoming invalid phone numbers, missing notes about an upcoming appointment, or product pricing errorsappointment, or product pricing errors

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Benefit:Business Partner

Alerts

Benefit:Business Partner

Alerts Notify business partners about client activities that Notify business partners about client activities that

may indicate potential problems or opportunitiesmay indicate potential problems or opportunities

For Example:For Example:

Alert a business partner if a client is failing to correctly enter data Alert a business partner if a client is failing to correctly enter data into their newly purchased application, or if the client is using an into their newly purchased application, or if the client is using an application module that they have yet to receive training on application module that they have yet to receive training on

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Benefit:Application

Updates

Benefit:Application

Updates Automatically update CRM or financial Automatically update CRM or financial

applications with the details of a triggered applications with the details of a triggered event (including the dynamic creation of follow-event (including the dynamic creation of follow-

up activities)up activities)

For Example:For Example:

If a client has not been contacted in ‘x’ number of days, automatically If a client has not been contacted in ‘x’ number of days, automatically send out an alert, record the alert to the client’s history (in the send out an alert, record the alert to the client’s history (in the underlying CRM application), and dynamically schedule a follow-up underlying CRM application), and dynamically schedule a follow-up call for that client (also in the CRM database) call for that client (also in the CRM database) End of Alert Messaging Benefits;

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2) In KnowledgeSync, these “conditions”are referred to as “queries.”

Click on the “Query Definitions” branch to continue . . .

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1) KnowledgeSync can send alerts about critical, time-sensitiveconditions in any front-office or back-office application.

The list on the right shows sample events (alert scenarios). The first step when creating an event is to identify the conditions thathave to occur to trigger the event.

Demo: Event Queries 2) Click on the query called“Orders; Shipped Later Than Required Date”

to take a closer look at it . . .

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1) Queries can check for conditionsof individual records (such as ordersthat were shipped late), or they cancheck for “aggregate” conditions (such as customers who ordered more than ‘x’ dollars last month).

Demo: Event Queries

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2) Click on any of the tabsto take a closer look at how

a query is designed . . .

1) When designing a query, the first thing youspecify is the query’s name and whether itcan be used in an event.

Demo: Event Queries

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KnowledgeSync automatically displays all of thetables from the corresponding application. You select which tables contain the information youwish to test for certain conditions.

Demo: Event Queries

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If multiple tables are selected, KnowledgeSync’s“intelligent linking wizard” helps you link (or join)the tables together.

Demo: Event Queries

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The “Columns” tab is where you select the fields ofdata that you might wish to include in an outgoing alert message when this query’s conditions are met.

Demo: Event Queries

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Since a query can potentially retrieve multiplerecords, you have the ability to specify the order inwhich matching records will be displayed in an alert message.

Demo: Event Queries

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The “Filters” tab is the most important part of a query. It iswhere you specify what conditions have to occur in order forthe query to be “triggered.”

KnowledgeSync filters can test the value in a field against:

-- The value in another field-- A constant value-- The calculated value of two or more fields

And any filter with a “Compare Value” of ‘?’ indicates that thevalue for this field will be specified on the event level (I.e., when this query is used within an event).

Demo: Event Queries

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“Sub-Filters” work in the same manner as filters,but sub-filters are used only with queries that testfor an aggregate value (such as “more than 6 lateshipments”).

Since this query does not test for any aggregatevalues, this filter is left blank.

Demo: Event Queries

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The “SQL” tab lets you see what KnowledgeSync is doingbehind the scenes in this query. Although it is not necessaryto use this tab, more advanced users are allowed to directlyedit this SQL statement, if they wish to do so.

Demo: Event Queries

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2) Click Here to continue and seehow a query is used in an event.

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1) The “Preview” tab lets you test the results of yourquery. This is a very useful way of ensuring that your query retrieves only the records you want it to.

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2) Click on the event called:“Orders; Freight Charges > 7% of

Order Total for Last Week”

1) Queries are kept separate from events so that a single query can be used in multiple events.

Once you have designed a query, you’re now ready tocreate an event using that query.

Demo: Event Queries Click on any of the tabsto take a closer look at how

an event is designed . . .

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The first part of designing an event is to give it a name andpriority, and mark it as “Active.”

When an event is triggered, KnowledgeSync can either senda single alert message out, or it can send repeated alert messages until the corresponding condition no longer exists.

Demo: Event Queries Click on a tabto move to it

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1) A KnowledgeSync event can be triggered either through theuse of one (or more) queries, or through the use of a script.

2) If a query is used, any of the query’s filters that have a ‘?’as a “Compare Value” now appear here, and require that specifictrigger threshold values be keyed in.

Demo: Event Queries Click on a tabto move to it

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When an event is triggered, in addition to sending out alertmessages, KnowledgeSync can also automatically generateone or more Crystal Reports and attach these reports to theoutgoing alert message.

Demo: Event Queries Click on a tabto move to it

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The “Files” tab allows you to specify that one or more fileswill be attached to the outgoing alert message when thisevent is triggered.

Demo: Event Queries Click on a tabto move to it

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Among KnowledgeSync’s message delivery options is theability to copy files and/or reports to a specific location (based on each recipient’s preference).

Demo: Event Queries

Click Here to displaysample e-mail alert

Click on a tabto move to it

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Designing the outgoing alert message is a simple processof combining your own text with field values from the corresponding triggered records.

Note that the use of “Begin Repeat” and “End Repeat” allow a single alert to include (or “roll up”) the detailsof multiple triggered records in a single message.

Click Here to Return to E-Mail tab

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This one alert message was triggered by conditionsin both a CRM application and in a financial system.

The alert message contains data from both application databases.

Demo: Event Queries Click on a tabto move to it

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KnowledgeSync includes its own faxing technologyso there’s no need for a client to purchase any additional hardware or software to send fax alerts.

Demo: Event Queries Click on a tabto move to it

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Just like faxing, KnowledgeSync includes its ownpaging technology, so there’s no incremental costto clients if they wish to send alerts to a pager.

Demo: Event Queries

Click Here to displaysample WebCast

Alert Screen

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Webcasting is unique to KnowledgeSync; it allowsyou to post critical alert messages to a web browserfor dynamic, easy access by users, business partners,or customers.

Demo: Event Queries Click Here to

Return to WebCast tab

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Demo: Event Queries Click on a tabto move to it

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When an event is triggered, KnowledgeSync can do more thanjust send an alert message. Using actions such as these, KnowledgeSync can add or update any records in any front-office or back-office application.

Demo: Event Queries Click on a tabto move to it

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KnowledgeSync can notify any number of users, businesspartners, or customers.

Subscribers (alert recipients) can be set up within KnowledgeSync, they can be imported into KnowledgeSync,or KnowledgeSync can simply “point to” an external database of subscriber data (such as an HR database).

Demo: Event Queries

2) Click here to continue and seehow a “triggered event” appears

in the KnowledgeSync Monitor

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1) Events are scheduled to run on a re-occurring basis.Events can be submitted as frequently as every minuteor hour, and as infrequently as every day, once per week,the first day of the month, and so on.

2) End of Alert Messaging Demo;Click Here to Go Back to Tour Menu

1) The KnowledgeSync Event Monitor is the “dashboard” whereyou can see everything that’s happened: what events have beenchecked, what have been triggered, who’s been notified, via what means, and when.

Report DistributionReport Distribution

KnowledgeSync automatically generates and KnowledgeSync automatically generates and distributes Crystal Reports on a scheduled, distributes Crystal Reports on a scheduled,

“data-triggered”, or on-request basis.“data-triggered”, or on-request basis.

Reports can be distributed via e-mail, fax, FTP, Reports can be distributed via e-mail, fax, FTP, and web browser.and web browser.

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Benefit:Scheduled Reports

Benefit:Scheduled Reports

Automatically generate and distribute specific Automatically generate and distribute specific Crystal Reports on a pre-defined scheduleCrystal Reports on a pre-defined schedule

For Example:For Example:

Every Monday morning at 9:00 AM, generate and distribute the Sales Every Monday morning at 9:00 AM, generate and distribute the Sales Forecast Reports and Last Week’s Service Statistics Reports Forecast Reports and Last Week’s Service Statistics Reports

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Benefit:Data-Triggered

Reports

Benefit:Data-Triggered

Reports Automatically generate and distribute specific Automatically generate and distribute specific

Crystal Reports based on the presence of Crystal Reports based on the presence of specific data in one or more applicationsspecific data in one or more applications

For Example:For Example:

When more than ‘x’ training requests are logged into an application, When more than ‘x’ training requests are logged into an application, automatically generate and distribute a Training Resource and automatically generate and distribute a Training Resource and Scheduling Availability Report Scheduling Availability Report

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Benefit:On-Request Reports

Benefit:On-Request Reports

Allow staff, clients, and business partners to Allow staff, clients, and business partners to automatically request and receive specific automatically request and receive specific

Crystal Reports via e-mailCrystal Reports via e-mail

For Example:For Example:

A manager who is on the road sends a mail message requesting this A manager who is on the road sends a mail message requesting this week’s sales figures and training availability and automatically week’s sales figures and training availability and automatically receives a return e-mail with the corresponding reports attached receives a return e-mail with the corresponding reports attached to the message to the message End of Report Distribution Benefits;

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2) Click on the “Training Course Availability Report” to continue . . .

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1) KnowledgeSync can generate and distribute Crystal Reportsvia e-mail, fax, FTP, and by linking the reports to a web page.

The list on the right shows sample reports that KnowledgeSynccan generate and distribute. The first step when creating areport distribution event is to define the report’s source file.

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2) Click Here to see how this reportcan be attached to an event . . .

1) Integrating KnowledgeSync with Crystal Reports issimply a matter of “pointing” KnowledgeSync at the

Crystal Reports you wish it to generate and distribute.

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In this example, we’re looking at a report that getsgenerated if more than 20 people sign up for

a CRM training course this month.

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As you can see from these “Trigger Parameters,” one of the uniquebenefits of KnowledgeSync is its ability to generate Crystal Reportsbased on specific conditions of data in an underlying application.

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KnowledgeSync has the ability to “pass” information about atriggered event into the corresponding Crystal Reports as

report selection criteria.

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In addition to generating and distributing reports,KnowledgeSync can also attach external files and

include them with the corresponding reports.

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For people who wish to receive reports and files via FTP,KnowledgeSync allows you to indicate that the related reports

and files will be copied to each recipient’s desired location.

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One of the most common ways for KnowledgeSync todistribute reports is via e-mail.

KnowledgeSync can either attach reports to an e-mailmessage, or KnowledgeSync can simply use the mailmessage to inform the recipient of the availability

(and location) of the resulting reports.

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Supporting all of Crystal’s report output styles,KnowledgeSync allows text-based reports to

be faxed to the appropriate recipients.

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In this example, a pager message is used to alertthe corresponding recipients about the

availability of the report.

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KnowledgeSync’s webcast technology is a great wayto distribute reports, as the reports simply appear as

URL links.

(And it’s a lot more efficient to have 100 people accessinga single report via the web than to send 100 e-mail

messages, each with an attached report.)

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When a report distribution event is triggered, KnowledgeSync can execute a wide variety of“response actions,” including executing SQLstatements, stored procedures, programs, andVB/VBA scripts.

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Reports can be distributed via any combinationof electronic mail, fax, FTP, or by posting the

report to a web browser.

2) Click here to continue and seehow a “distributed report” appears

in the KnowledgeSync Monitor

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1) In addition to scheduling reports to run on a periodicbasis, KnowledgeSync can generate reports based on

conditions in application data, and KnowledgeSynccan automatically generate (and distribute) reports

based on incoming e-mail requests.

2) End of Report Distribution Demo;Click Here to Go Back to Tour Menu

1) The history of all distributed reports is shown in theKnowledgeSync Event Monitor. This includes what reportswere generated, who received them, via what means, andwhen the reports were received.

E-Mail ResponseE-Mail Response

KnowledgeSync monitors select e-mail accounts for KnowledgeSync monitors select e-mail accounts for important incoming messages.important incoming messages.

Once an e-mail is identified, KnowledgeSync auto-Once an e-mail is identified, KnowledgeSync auto-responds to the sender of the message, and alerts the responds to the sender of the message, and alerts the

appropriate members of your staff via e-mail, fax, appropriate members of your staff via e-mail, fax, pager, PDA, cellular phone, and web browser.pager, PDA, cellular phone, and web browser.

KnowledgeSync also updates the underlying client record KnowledgeSync also updates the underlying client record (in a CRM or similar application) with the content of (in a CRM or similar application) with the content of

the incoming mail message.the incoming mail message.Go Back toTour Menu

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Benefit:Auto-Response

Benefit:Auto-Response

Automatically respond to e-mail based on the Automatically respond to e-mail based on the content of the incoming messagecontent of the incoming message

For Example:For Example:

When a product question is e-mailed to your tech support When a product question is e-mailed to your tech support department, automatically send a receipt confirmation and reply department, automatically send a receipt confirmation and reply back to the sender of the original messageback to the sender of the original message

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Benefit:E-Mail Re-Directs

Benefit:E-Mail Re-Directs

Identify the person(s) who need to be informed Identify the person(s) who need to be informed about an incoming e-mail and the manner in about an incoming e-mail and the manner in

which each person needs to be notifiedwhich each person needs to be notified

For Example:For Example:

When an e-mail comes in, scan the contents to determine who should When an e-mail comes in, scan the contents to determine who should be notified, and simultaneously scan an HR database to see be notified, and simultaneously scan an HR database to see whether the corresponding people are “in” our “out” of the office. whether the corresponding people are “in” our “out” of the office. Based on this info, notify each person via e-mail, fax, pager, PDA, Based on this info, notify each person via e-mail, fax, pager, PDA, cell phone, or the web.cell phone, or the web. Go Back to

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Benefit:Application

Updates

Benefit:Application

Updates Take the contents of an incoming (or outgoing) Take the contents of an incoming (or outgoing)

message and record it to a client’s profile in an message and record it to a client’s profile in an underlying application databaseunderlying application database

For Example:For Example:

If a client e-mails a technical question, automatically add it as a If a client e-mails a technical question, automatically add it as a history record to that client’s record in a CRM database, and also history record to that client’s record in a CRM database, and also schedule a follow-up call for one week ahead to check on the schedule a follow-up call for one week ahead to check on the client’s statusclient’s status

End of E-Mail Response Benefits;Click Here to Go Back to Tour Menu

2) The first step in using the E-Mail Response Systemis to identify the conditions of the incoming mail.KnowledgeSync calls these conditions “queries.”

Click on the “Query Definitions” branch to continue . . .

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1) KnowledgeSync can monitor incoming mail messagesfor critical, time-sensitive content.

When such an e-mail is received, KnowledgeSync canrespond to (and process) that e-mail in a number of ways.

2) Click on the query called“Mail Today Sent to ‘support@mycompany.com’”

to take a closer look at it . . .

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1) We’ll look at a query that monitors mail messagesthat are sent to an organization’s support department.

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Click on any of the tabsto take a closer look at how

an e-mail query is designed . . .

The “Description” tab lets you specify thename and purpose of this query.

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The way KnowledgeSync monitors e-mail is to take theincoming message and load it into a KnowledgeSyncinternal database.

The “Inbox” table is the one that contains all the datafrom the incoming mail message.

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Since KnowledgeSync’s e-mail response systemuses only a single table, no links are required fore-mail queries.

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KnowledgeSync automatically loads (or “parses”) data fromthe incoming mail message to fields in its internal mail messagedatabase.

You have the ability to parse additional (site-specific) fields ofdata from incoming mail messages to user-definable fields within the KnowledgeSync mail message database.

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In this example, incoming mail messages that meetthis query’s criteria will be sorted in alphabetic orderof the sender’s e-mail address.

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This filter tells KnowledgeSync that it should retrieveonly those mail messages that were received today, and only those messages that were sent to the “support” e-mail address.

KnowledgeSync could just as easily check for mailfrom specific clients, or mail that contained certaincontent in the message subject or body.

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As in a database event, the “Sub-Filters” tab is usedonly in aggregate conditions (such as ‘more than 10mail messages sent to your support mailbox today’).

Since this query is not checking for an aggregate condition, this tab is left blank.

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The SQL statement behind this query.

(Just think about having to type all thisin if it were not for the preceding 6 tabs!)

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2) Click Here to continue and seehow an e-mail query is used in an event

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1) The query’s “Preview” mode lets you test to ensurethat you’re retrieving the appropriate e-mail records.

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2) Click on the event called:“Forward Support E-Mails to

Tech Services Manager”

1) We’ll look at an event that notifies thetech support manager if any support questionsare received via e-mail.

Demo: Event Queries Click on any of the tabs

to take a closer look at howan e-mail event is designed . . .

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Just like any other KnowledgeSync Event,an e-mail response event begins with adescription and priority.

Demo: Event Queries Click on a tabto move to it

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You specify the query that retrieves the appropriate incoming mail messages.

Since this query is pre-designed to look at all mail sent to a specific address, there are no additional “trigger parameters” for this event.

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By combining KnowledgeSync’s e-mail response andreport distribution components, we can instructKnowledgeSync to automatically generate a reportof past support calls for the client who has e-mailedin their support question.

(This report will then be forwarded, along with theoriginal e-mail, to the support manager.)

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In this example, KnowledgeSync is automaticallyattaching a “policies and procedures” document for handling e-mail support calls to the recipientsof this event’s alert message.

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The “Copy” tab allows you to take any reports orfiles that are associated with this event and copythem to the recipients desired location.

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In this example, KnowledgeSync is taking detailsfrom the incoming e-mail message and is re-directing this data to the support manager.

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In addition to re-directing an incoming mail message,KnowledgeSync can also take the contents of anincoming mail message and re-direct it to an alternate device, such as a recipient’s fax.

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Incoming mail message data can beredirected to a pager for instant alerts.

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Posting incoming mail message data to aweb page is one of the fastest and easiestways to ensure that it gets distributed tothe people who need to know about it.

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When a mail message is received, KnowledgeSync can useits “Action” capabilities to automatically add or updateinformation in an underlying database with the data fromthe incoming message.

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The e-mail response system is also able to “connect” anincoming message to the corresponding record in an underlying database, allowing KnowledgeSync to alert the appropriate account manager or other responsible parties.

2) Click here to continue and seehow a “triggered e-mail event” appears

in the KnowledgeSync Monitor

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1) Since incoming e-mail can be very time-sensitive, KnowledgeSynclets you specify how often you wish it to check for the receipt of new messages – as often as every minute.

2) End of E-Mail Response Demo;Click Here to Go Back to Tour Menu

1) The history of all incoming mail messages is trackedin the KnowledgeSync Monitor. This includes what mailaccounts are being monitored, what messages have beenreceived, who’s been notified, via what means, and when.

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moreinfo@nexDimension.netmoreinfo@nexDimension.net

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for your interest in: for your interest in:

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