April 4-5, 2018 The Four Seasons Baltimore Using Alliance by Protech to the Fullest With New Business Management Tools Presented By: Dave Perron, Sales Engineer April 4-5, 2018 The Four Seasons Baltimore "Most Likely to Succeed"

New Tools, New Solutions Business Process Flows Real-Time Workflows Goals Business Rules "Most Likely to Succeed"

Business Process Flows "Most Likely to Succeed"

Grouping of Stages and Steps used to assist in completing a process Decreases data errors Decrease jumping from entity to entity Track process progress Assist in new user onboarding BPF Notes Can limit users to complete steps in order or skip around Available for OOTB entities and your own custom entities One entity can have multiple BPFs to choose from Can be used in combination with workflows to increase usefulness Access can be limited by security roles

Examples New Account/Contact Creation and Membership Tracking Meeting, Registration and Session Walkthrough Benefit and Rate Setup Walkthrough Lead and Opportunity Sales Processes "Most Likely to Succeed"

Real-Time Workflows "Most Likely to Succeed"

A synchronous version of the standard asynchronous workflow Reliable data validation Instant email confirmations Capture data before the form is saved Enforce business process flow commands RTW Notes Currently runs before Plugins run Any workflow can be converted to a RTW and then back again Can be triggered “On Demand” without the usual wait times

Examples Automatically create meeting and registration records Populate a form with default values based on another field Auto-numbering based on custom entity values Generate a follow up activity/email instantly Display a validation alert to staff during data entry "Most Likely to Succeed"

LIVE DEMO! "Most Likely to Succeed"

Goals and Goal Tracking "Most Likely to Succeed"

Business Rules Rule! "Most Likely to Succeed"

Apply logic to entity forms without the use of JavaScript code or plug-ins Instant validation rules w/ error messages Dynamic data population based on field values or calculations Dynamically hide or show fields Save time with form defaults Business Rule Notes Can be applied to a specific form Works with mobile forms Are NOT executed during imports BRs are run in the order they are activated Each BR runs on a single entity BRs are RULES, there is no override if you need to break a rule "Most Likely to Succeed"

Examples Automatically populate a Batch’s Company (if single Company) Hide/Show fields or sections based on membership status Calculate dues based on a number of field variables (volume or factor based dues) "Most Likely to Succeed"

LIVE DEMO! "Most Likely to Succeed"

Contact US "Most Likely to Succeed"