We’re pleased to share this alerts and notifications blog published by our BPA (business process automation) partner Codeless Platforms.
Defining what is critical within a business will vary from industry to industry and department to department. However, each issue will have its own merits and will ultimately affect the running of an organisation. It might be an IT issue whereby there has been significant changes to sensitive data, such as the deletion/addition of files to a network folder, or the website or eCommerce store is experiencing problems. Finance may be affected by an overdue payment resulting in cash flow difficulties. Inventory may have dropped below an established level which can have a serious knock on effect for sales, distribution and customer service.
Whichever critical scenario occurs, having the right information at the right time can often be the difference between success and failure. Making the relevant people aware of the situation, whether they are customers, members, suppliers or business partners, is essential. The sooner a potential issue is recognised the sooner it can be resolved.
However, despite investment in intelligent business systems, many organisations still rely on staff and manual processes to monitor data changes and distribute updates to customers and personnel. Relying on processes that need to be performed manually can have a significant impact on the organisation – especially when the data change and/or information is critical to the entire workflow.With so much information being stored in business systems, it can also be difficult to find the critical data required in a timely fashion, again causing a bottleneck or delay in resolving the problem.
Automating critical alerts for every business function
Automating the monitoring of critical data changes generated by any business system (accounting, CRM, ERP or warehousing) will remove the inconsistency and possibility of any problems being overlooked. Significant or critical data changes can be immediately recognised and then extracted to notify the relevant person or department via email or SMS.
With 100% visibility of critical information decisions can be made a lot quicker and serious crises can be averted.Any process can be set to adhere to pre-defined rules, events or triggers, which can vary from department to department.
- Overdue payment from customer
- Bank overdraft within 15% of limit
- Delay in materials / equipment
- New project updates
Logistics and operations
- Inventory below agreed level
- Rescheduled delivery
Sales and Marketing
- Key customer put on credit hold
- Customer complaint / issue
- Website or system down
- Hacking attempt on system
- Health and safety training overdue
- Sick days abnormally high
Codeless Platforms’ BPA Platform makes it extremely easy to automate critical business alerts thanks to its drag and drop functionality and simple integration with any business system. Critical alerts and notifications can be instigated via four simple steps.
Firstly, there are a set of tools that enable the administrator to define the preferred trigger point, like a timed-based event, instantaneous data change or monitored proprietary event stream. Once a trigger has occurred, associated data can then be simply extracted for subsequent use in the chosen pre-defined output content. The data is then formatted to display the most effective presentation. Finally, an output method is chosen and a mode of recipients addressing is easily defined.
Automatically sending a critical alert to an employee can be of huge benefit, but what if other important employees need this information? For example, wouldn’t you want your sales team members to know when or when not to trade with a customer? Additionally, what if that business alert or notification is ignored by the recipient or the recipient is on annual leave?
The BPA Platform facilitates multi-recipient capabilities so that employees in different departments can automatically be presented with real-time information that is critical to their business role. The BPA Platform also provides escalation capabilities so that line managers or department heads can all receive escalations when a notification or alert has not been acted upon.
The benefits of automating critical alerts
Automating critical alerts is a simple process to incorporate into any business system and can make a considerable difference to the running of an organisation: improving company performance, ensuring 100% visibility of critical information, improving customer service and ultimately reducing exposure to financial risk.FIND OUT MORE ABOUT BPA FROM CODELESS PLATFORMS