KnowledgeSync: Business Activity Monitoring

  KnowledgeSync is a “Business Activity Monitoring” application that helps to maximize the power and
  capabilities of ClientLogix. KnowledgeSync’s purpose is to automatically monitor business information
  for critical, time-sensitive conditions of data across an organization and to respond to those conditions
  in a timely and intelligent manner.

The need to stay informed about critical information in your business is crucial to multiple departments within your organization. Your executives, clients, and staff in research, portfolio-management, operations and client service need to be kept in the loop when critical, time-sensitive information comes to light.

KnowledgeSync monitors ClientLogix and other software applications for critical, time-sensitive business “events.” KnowledgeSync also monitors select e-mail accounts for important incoming messages. Once an event is detected, KnowledgeSync sends out alert messages to users, clients, and business partners. Once an e-mail is identified, KnowledgeSync auto-responds to the sender of the message, and alerts the appropriate members of your staff. These alerts can be sent via e-mail, fax, pager, PDA, cellular phone, and web browser. KnowledgeSync also updates the underlying applications with the details of the event and updates the underlying client record with the content of the incoming mail message.

KnowledgeSync automatically generates and distributes Crystal Reports on a scheduled, “data-triggered”, or on-request basis. Reports can be distributed via e-mail, fax, FTP, and web browser.

Real-time Alert Messaging (via e-mail, fax, SMS, pager, PDA, cell phone, FTP, and web browser)
based on critical, time-sensitive application data

	Send alerts based on data conditions (e.g., “alert the portfolio manager or compliance officer of important portfolio information”)
	Send alerts based on data conditions across multiple applications (e.g., “alert the sales manager to clients with pending sales opportunities in a CRM application who are on credit hold in a financial application)
	Send alerts about ‘exception management’ (e.g., “alert management to erroneous, missing, or inconsistent data)
	Trigger alerts that cause application updates (e.g., “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 underlying CRM application), and dynamically schedule a follow-up call for that client (also in the CRM database)”)

Dynamic E-Mail Analysis, Response, and Processing

	Monitor any incoming e-mail messages for critical, time-sensitive content and auto-respond to the sender of the message (e.g., “when a support question is e-mailed in, automatically send a receipt confirmation and reply back to the sender”)
	Re-direct incoming e-mails based on the content of the incoming mail message (e.g., “automatically determine the person(s) who need to be informed about a message and re-direct it to them via e-mail, fax, pager, PDA, or web browser”)
	Map information from an incoming mail message to the corresponding client record in an underlying database and automatically notify the appropriate person(s) (e.g., the account manager) responsible for the corresponding account
	Automatically add (or update) a client’s record with the details of an incoming e-mail message (e.g., “if a client e-mails a technical question, automatically add it as a history record to that client’s record in a CRM database”)
	Automatically schedule activities that contain a client’s record based on the details of their incoming e-mail message

Report Distribution for Crystal Reports via e-mail, fax, FTP, and web browser

Automatically generate and distribute Crystal Reports on a periodic basis (e.g., “every Monday morning at 9:00 AM, generate and distribute the research and trading reports”)

Monitor Operating Environment Events

	Check for low disk space or memory errors (e.g., “if any disks have less than 200 MB of free space, send an alert”)
	Check for tasks or programs that are (or are not) running (e.g., “if SQLServer is not running, send a message to the IT department”)
	Check for files that are present or absent (e.g., if an order processing transaction file has not been received, notify the accounting department)
	Check for new (or updated) files that need to be distributed (e.g., if any sales or marketing literature has been updated, automatically distribute it to employees, business partners, and clients)
	Check the contents of the NT event log for security breaches or other conditions

Learn more about ClientLogix

TOP OF PAGE