Marc Mintz & Associates

Technology Consultants

BAM! – Business Activity Monitoring – Delivering the Needle in the Haystack

Every organization has critical information and transactions that need monitoring. For example, a prospect who has not been followed-up with, or a contract that is about to expire, or a pricing error. Business Activity Monitoring applications continuously monitor all your business data across multiple applications looking for specific activities and then automatically executes the appropriate response. The response can include alerts via email, text, instant message and the delivery of relevant reports, forms, and documents. Business Activity Monitoring applications can also trigger updates back into your ERP system.

Business Activity Monitoring applications identify and respond to conditions that fall outside of an organization’s standard operating procedures and enables employees to be proactive instead of reactive. KnowlegeSync is an enterprise class Business Activity Monitoring application that integrates with many accounting, CRM, and ERP applications, some of which are listed below. In the Sage environment, KnowledgeSync is referred to as Sage Alerts & Workflows. Our expert consultants are certified in the installation, configuration, and support of KnowledgeSync to work with many accounting, CRM, and ERP applications. KnowledgeSync uses the industry-standard Microsoft SQL Server database system, a multi-tiered client/server architecture, and offers more alert delivery methods than any other competitive solution.

KnowledgeSync Process Flow Diagram

KnowledgeSync Integrates with:

  • Act!
  • MISys
  • QuickBooks
  • QuoteWerks
  • Sage 50 Quantum
  • Sage 100
  • Sage 300
  • Many others


Business Activity Monitoring(BAM) benefits all parts of an organization

Sales staff may depend on BAM to keep them on top of pending sales opportunities; while at the same time an organization’s accounting department may rely on BAM to automatically send invoices and statements to clients, while simultaneously notifying staff about clients whose payments are overdue.

Customer Service organizations utilize BAM for everything from call escalation to the creation of support tickets from incoming email messages. And a company’s Human Resources department counts on BAM to alert them to such items as excessive overtime and the status of potential new hires that require review and approval.

And BAM is just as invaluable to manufacturers who use it to monitor job delays, material availability, and budgetary overruns, as it is to a marketing department, who use it to automate email campaigns, track response status, and deliver requested product information.


Benefits of Business Activity Monitoring

  • Notify staff about critical business issues when they occur – and not hours, days, or weeks later
  • Identify trends or problems across your entire business by combining and analyzing information from multiple systems
  • Synchronize data between multiple business applications & identify inconsistencies between databases
  • Push client or partner specific information out to a web browser for easy, self-service access
  • Know when someone changes a critical piece of business information – like a contract renewal cost or a client’s credit limit
  • Monitor activity on your website and auto process information requests and/or questions from prospects or clients
  • Combine all your applications including homegrown solutions under one Business Activity Monitoring solution, and create a central point for business process management
  • Enable “follow-me alerts” that know when and where to find you based on the time of day and day of the week
  • Requires that the recipient acknowledge and reply to an alert so nothing falls through the cracks


Examples of KnowledgeSync Alerts

  • Invoices Due or Overdue
  • High Balance Customers
  • Customers Running Out of Credit
  • Customers Over Credit Limit
  • Customers Not Buying Recently
  • Quotes Expiring in “x” Days
  • AP Discounts About to Expire
  • Payables Due Today
  • Payables Due in “x” Days
  • Payables that are Overdue
  • High Balance Vendors
  • Invoices with Excessive Freight
  • Today’s Payments or Receipts
  • Stock Surpluses/Shortages
  • Items not Sold in “x” Days
  • Employees with Negative Sick Time
  • Employee Review Upcoming