BPM for Sage Line 50 - Automation of Reports

What does this Task do?

Whenever a Manager wants to automatically create and distribute a report, he can simply send an email or SMS text message that triggers the report to be automatically generated and emailed as an attachment to the relevant members of staff. The automatic creation and distribution of a report can also be scheduled for a given time, day or month using TaskCentre’s Schedule Tool.

What are the business benefits?

Automating this process provides the following benefits:

• Generates and distributes reports automatically.

• Provides real-time visibility of business KPI’s.

• Enables staff to quickly respond to report content as required.

• Frees up administrative staff to do other tasks, rather than having to create and distribute reports.

How was the Task created?

The automated Task was created by simply dragging and dropping the following Tools onto a Task Plan:

SMTP This Event Tool was used to create the first Step in the process that triggers the Task to run when an email or SMS text message is received that contains specific text.

Database Query (ODBC) This Input Tool was used to create the second Step in the process that queries the database to extract the report details as a recordset.

Format As HTML This Format Tool was used to create the third Step in the process that merges the report details from the recordset into an HTML document.

Send Message (SMTP) This Output Tool was used to create the fourth Step in the process that incorporates the HTML document into the body of an email and then sends it to the relevant members of staff.

Send SMS This Output Tool was used to create the last Step in the process that sends an SMS text message to the Manager confirming that the report has been generated and distributed.