IndusInd Bank – CCM Proof Of Concept (POC)
Transcript of IndusInd Bank – CCM Proof Of Concept (POC)
IndusInd Bank – CCMProof Of Concept (POC)
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2
Agenda
1. Company Profile
2. Case Studies
3. CCM - Market trends
4. Current Landscape – Communication – IndusInd Bank
5. Proposed to be system
6. Demonstration
7. Competitive Advantages - Intense
8. Project Management & Delivery
9. Support Structure
10.POC Walk-thru & Summary
11.Q & A
and more….
PARTNERS
Our customers and partnersA strong network
USA
TELECOM BFSI GOVT & CONGLOMERATES
Reliance Jio
Customer Lifecycle Management0 to 400 Million in 3.5 years
Case Study
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Watch Video
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Case Study- Customer Communications
The CustomerThird largest private sector bank in India, it offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture and Retail Businesses.
The Objective“Enhanced Customer Service & Reduction in Operations Costs” by creating a single centralized customer communications management system & load balancing for multiple SMSC SMTP aggregators to meet expected SLAs for various customer communications.
Product – Key Functionalities
The Challenges Multiple communications sent by
product teams in silos High costs involved Lack of centralized repository
with unified view Ineffective controls & change
management
Value Delivered
Generate communications(Real-Time & Batch) for Current Account & Savings Account, Credit Card, Loan and Deposits.
Enable load balancing or switching between the SMTP and SMSC aggregators basis the percentage allocated.
Unified view of all the communications triggered to a particular client
Required audit logs can be captured
Reports and dashboard made available with configuration tools.
Single platform to manage and maintain all templates and Central repository for reports of all kinds
Improved Process efficiency, lower costs and better change management
Enable load balancing for multiple SMSC Gateways
Template Rationalization and Compliance with standardization
**Seamless & Fastest Implementation during the Pandemic
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Case Study-Interactive Customer Communications
ProfileWorld’s 5th largest bank with a m-cap of more than 5 lakh crore; Nationwide distribution network of 4,787 branches and 12,635 ATM's in 2,691 cities/towns.
ObjectiveTo send engaging and interactive communications across multiple channels to improve customer experience & engagement
Solution• Sends consolidated
statement through multi channel delivery (Current/saving/FD/RD statements in PDF/static, excel, text, interactive formats)
• Analytics and graphical representation on transactional data helped customers understand complex charges and plans – there by reducing calls, customer churn and unhappy customers
Value Delivered
Improve revenue, through personalized marketing messages based on business intelligence derived from demographics, transaction history and capturing customer feedback
Differential experience based on customer segmentation
Increased email penetration-processes 15 million interactive statements per month
The Challenges• Multiple applications being used to send
out multi-channel communications• Low scope for personalization and
clarity in statements
Copyright © 2020 Virtusa Corporation. All Rights Reserved.7
MEET NISSACUSTO
MER
What’s on her mind: Digital & Contact-less Transparent – Clear, Concise & Easy Personalized & tailored communications Easy Accessibility Omni-channel & Consistent Security & integrity
Challenges: Channel specific availability of functionalities Inconsistent communications Multiple Communications & Non-relevant Multi-device user
Copyright © 2020 Virtusa Corporation. All Rights Reserved.8
Meet Business TeamBUSIN
ESS O
PERATIO
NS
Task: Master template functionality; Re-use templates; centralize branding
and regulatory requirements Reach customers via alternate channels Quality check
What’s on her mind: Streamline content creation w.r.t communications Customer experience and personalization Re-use templates; centralize branding and regulatory
requirements Up sell / Cross sell Change management; time to market Personalization
Challenges: Dependent on multiple vendors Multiple templates Bespoke / ad-hoc communication methods
Meet IT TeamIN
FO
RM
ATIO
N TECHNO
LO
GY
Task: Monitor SLAs Track delivery of communications Application performance – Internal alerts and system checks
What’s on his mind: Enable business team to become self radiant Introduce innovative digital channels to the bank Consolidate applications & sunset redundant applications Improve infrastructure efficiency Have ready made APIs from vendors to expose to other
digital channels for their consumption Reduce manual processes and induce automation Flexible & scalable architecture Infrastructure security
Challenges: Manual processes Product, infrastructure & platform flexibility Bespoke / ad-hoc communication methods
Meet SumanthM
ANAG
ING
DIR
ECTO
R & C
EO
Task: Be a Market Leader IT landscape consolidation Capture customer sentiments Cloud initiatives Faster time to market / First mover advantage
What’s on his mind: Transform from a Banker to a trusted Financial advisor Create a bond with the customers Customer driven preferred communication channels Automation, AI and Machine Learning
Challenges: Systems in silos Manual operations Adhering to regulatory and compliance norms
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Top Trends & Focus
Proactive engagement for improved
financial management
Contactless and self administered
services
Hyper personalization at scale
Seamless Omni-channel experiences
Humanized digital experiences
Transparency, security, ethics & trust
Finacle
Loan Management
System
Vision Plus
Net Banking
Wealth Management
System
MIS
Messaging
Over The Top
System 1
System 2
cv
In-house / Manual
System 3
System 4
System 5
cv
Vendor Managed
System 1
System 2
cv
Ad-hoc - Inhouse
Need For Transformation
Digital Channels
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Challenges
Multiple IT systems, Personnel, & VendorsInconsistencies in communications & Redundant processes
Compromised Customer ExperienceDelayed responses, JIT comms, Simplified & preferred channel
Unreasonable time linesSLA, Data challenges, Re-work and Time to market
Manual, Be-spoke & Ad-hoc In-house developed code, multiple personnel to manage process
Rigid & Complex Change Management ProcessDuplicate & redundant templates in-house & external
Unable to leverage new digital technologies Lack of a system which provides Multi-Channel communicationsInteractive Statements, WhatsApp
Finacle
Loan Management
System
Vision Plus
Net Banking
Wealth Management
System
MIS
Messaging
Over The Top
Delivery Engine
UniServe™Communication Hub
Single Application for
Multiple Communication
Needs
Post UniServe™ Communication Hub
Digital ChannelsCRM Mobile Banking Net Banking
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Finacle WMS HL & PL FD & RD Others
Integration Layer (Source Systems)
Ad-Hoc
Batch DatasFTP | JSON | XML
Staging DBDB Links | Data pushed to
CCM DB
RESTful API | JSON Ad-hoc Database or Files placed on pre-
defined mount points
CHUB – Centralized Communication Hub
Database
App tablesInput dataEnrichmentPersonalization
SMSC SMTP WhatsApp
Application Users
Operations
IT
Intense users
SSO | SAML 2.0
ApplicationUser Management
Print Vendors
sFTP | Encrypted print ready filesFirewall | SNAT Firewall | SNATFirewall | SNAT
Incoming HTTPS | Firewall | Web Server
Branches
CRM Next
Unified View & Reports
OperationsSSO | SAML 2.0
Intense UI
Technical Architecture
Data Management
Template Designer
White Space Management
Business Rules Engine
Version Control
Multi Processing Template
Maker Checker Workflow
On The Fly Statements
Global / Master Template
Multiple Languages
Short URL
Click Capture
Dynamic Cheque Insertion
Password Protection
Audit Trail
Copyright © 2020 Virtusa Corporation. All Rights Reserved.16
DEMO
• Provision to capture customer interest by capturing the clicks
• Lead Generation for higher campaign success ratio
Capture Interest and CTR
• Card Lost / Block requests
• Add New Cards
• Refer new friends & family members
Enable Self Service Options
• Drive usage• Customer Stickiness• Customer mind share
Gamification
• Work with contact center analytics to continuously
address FAQs to ensure contact center volumes
reduce
Reduced Contact Center Volume
• Consolidate all the communications under one umbrella to have a
superior view of all the communications sent out of the organizations
• Helps in Reconciliation of communications with Email and SMS
Vendors
Single View of Communications
• Enhanced & Consistent Customer Experience
• Consistent and Clear communications across customer touch points
Superior Brand Recognition
• WYSIWYG Drag and Drop Design Functionality
• Zero Coding or Scripting
DIY Template Management
Business Driven Use Cases
• Send personalize offers to customers
• Customer Profiling
• Send communications through customer preferred delivery
channels
Personalized Communications
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Functionalities
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S No. Functionality Configuration / Coding Flexibility
1 Master Template functionality Configuration Easy | Drag & Drop
2 Trigger/create historical communications Configuration Easy | Drag & Drop
3 Download/extract of templates in CCM Tool Configuration Easy | Drag & Drop
4 Email/letter management Configuration Easy |Drag & Drop & MVL
5 SMS communication Configuration Easy |Drag & Drop & MVL
6 Bulk PDF Creation Configuration Easy | Drag & Drop
7 Maker Checker Configuration Easy | Drag & Drop
8 Reporting dashboard Configuration Easy | Drag & Drop
9 Technical capabilities Configuration Easy |Drag & Drop & One custom report
10 Data Management with pre-defined connectors Configuration Easy | Drag & Drop
11 GUI based Template designer Configuration Easy | Drag & Drop
12 Multi-Lingual compatibility Configuration Easy | Drag & Drop
13 Interactive Statement (HTML5) Configuration Easy | Drag & Drop
14 Interactive Video Statement Configuration Easy | Drag & Drop
15 PS and AFP print formats Configuration Easy | Drag & Drop
16 Exceptional handling Configuration Easy | Drag & Drop
Functionalities
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S No. Functionality Configuration / Coding Flexibility17 Business Rules Engine Configuration Easy | Drag & Drop
18 Global configurations Configuration Easy | Drag & Drop
19 On the Fly statement generation Configuration Easy | Drag & Drop
20 Dynamic white space management Configuration Easy | Drag & Drop
21 Short code SMS Configuration Easy | Drag & Drop
22 URL Shortener Configuration Easy | Drag & Drop
23 Bounced Email Tracking Configuration Easy | Drag & Drop
24 Proof of Delivery (Print) Tracking Configuration Easy | Drag & Drop
25 Password protection Configuration Easy | Drag & Drop
26 Digital Signature Configuration Easy | Drag & Drop
27 Data Computation Configuration Easy | Drag & Drop
28 Template Import / Export functionality Configuration Easy | Drag & Drop
29 N-Up (Newspaper like content view) Configuration Easy | Drag & Drop
30 Layering Technology Configuration Easy | Drag & Drop
31 External Document merging Configuration Easy | Drag & Drop
32 Workflow (Maker, Checker and Approver) Configuration Easy | Drag & Drop
33 Auto escalate during workflow Configuration Easy | Drag & Drop
34 Encryption of Data (File level and Field Level) Configuration Easy | Drag & Drop
35 Responsive Outputs Configuration Easy | Drag & Drop
36 Single Sign On Configuration Easy | Drag & Drop
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Pricing• Competitive and Flexible
Pricing• Capex • Opex• SAAS
ProductUniServe™ NXT has been recognized by leading analyst firms like Gartner and Aspire in the Customer Communication Management space.
Support• Hyderabad based development
center• Offshore delivery team too in
Hyderabad
Business Value• Improve NPS with superior cx
experience• Simplified statements• Reduction in contact center
volumes• Targeted marketing – upsell &
cross sell• Omni channel communications• Reduce DSO• Improve self-care adoption• 100% compliance to regulations
Innovation• Interactive and Video
Statements• Virtual assistant integration in
this year’s roadmap• Low Code Platform• Automation & RPA
Key Features• Cloud ready• GUI Designer• Data Consolidation• Template based platform• Omni-Channel Experience• Personalized Communication• State of the art- Interactive
communication• White Space Management• Single Application for multiple
outputs and channels• Multi-lingual support
Opportunity• Reduce TCO• Increased flexibility• Customers with lower budgets
too can opt for it
Competition• Replaced Doc1 – SBI Cards (GE
Money) (2006 -2007)• IT landscape consolidation at
Vodafone UK – Replaced 3 CCM applications; GCB, CSF & Doc 1 (2014)
• Replaced Aurion Pro in Inmarsat (2017)
• Replaced Aurion Pro at Yes Bank (2017)
• Replaced Aurion Pro and Opentext at Reliance Jio
Evaluation• POC • Volumetric testing• References will be made
available whenever required
Presence• 45+ Countries• +70% market share in India• High processing volumes• Product fits into multiple
domains
Customer Segment• BFSI• Telecom• Utilities
Competitive Advantages - Intense
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Our Competitive Edge
Unified Customer Communications by replacing 3 (GCB, CSF including Doc1 1) CCM solutions in Vodafone UK
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2
3
Vodafone UK
HDFC life
India IRS
Axis bank, SBI Cards, Inmarsat UK and Yes bank
Replaced • Aurion Pro @ Axis Bank Limited• Doc 1 @ SBI Cards• Aurion Pro @ Inmarsat UK• Aurion Pro @ Yes bank in India
Competed and won deal against Opentext Exstream in HDFC life
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Reliance Jio Won against multiple vendors during Reliance Jio Evaluation for CCM and Onboarding
Chosen over Adobe Experience Manager byInfosys to digitalize
India Income Tax Department
Replaced competitors in the following accounts
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UniServe™ CCM - Value Propositions
Technical
• Compatible with Dockers orchestrated with Kubernetes & Nomad
• Vertical & Horizontal scalability
• Heterogeneous platform – OS | DB
• Cloud support (Both Private and Public) with Multi-tenant architecture
• CI/CD approach - Jenkins
• Data, File and Field level encryption
• Enterprise security compliant - GDPR, SOX 1 & 2
Functional
• GUI for communication creation | No code
• Contextual & Personalized customer communications and experience
• Import and export of communication templates
• AI driven migration to reduce time & effort
• Version control | Multi-lingual
• Dip into multiple sources at runtime
• Omni channel communications
• Features master template to reduce efforts
• Pioneers in state-of-the-art interactive and video communications
• RPA driven implementation
Business
• Superior customer experience – Over 80% customer leave due to bad service
• Improve Revenue – Cross sell & Up sell
• Reduce inbound bill related queries by up to 30%
• Focus on decrease churn and improve Revenue
• More than 70% market share in South-Asian Telecom market
• ROI in record time – 9 to 12 months post Go-live
• Tried, tested and trusted at Vodafone, Axis, HDFC Bank, Mashreq, JIO, BSNL
Project Implementation
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Implementation Team & RACI
IndusInd
In10s
Project Sponsor
Business Analyst Governance Program
ManagerProgram Manager
Project ManagerProject
Manager
Business Analyst
Business Analyst
Development Lead
Development Lead
Test LeadTest Lead
SME & Product Architect
SME & Product Architect
Product Consultant
Product Consultant
Environment &
Infrastructure
Environment &
Infrastructure
Deliverable
Project Management R,A C,I
Requirements R,C A,R
Design A,R C,I
Development A,R C,I
Testing A,R C
SIT A,C,R I
UAT Support A,C R
Go Live A,C,R R
Training A,C,R I
R – Responsible | A – Accountable | C – Consult | I - Informed
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Node Description Cores Ram Storage (GB) Cores Ram Storage (GB) Cores Ram Storage (GB)Application Server 14 112
4400 (VFX Cluster Storage)
2 16
440 (VFX Cluster Storage)
2 16
484(VFX Cluster Storage)
Application Server (HA) 14 112 2 16 2 16
Web App Server 2 16 1 8 1 8
Web App Server (HA) 2 16 1 8 1 8
Database Serve 4 32400
1 840
1 844Database Server (HA) 4 32 1 8 1 8
Year 1 Year 2 Year 3Production & HA
Year 1 Year 2 Year 3DR Env (Optional)
Node Description Cores Ram Storage (GB) Cores Ram Storage (GB) Cores Ram Storage (GB)
Application Server 14 112 4400 (VFX Cluster Storage)
0 0 440 (VFX Cluster Storage)
0 0 484 (VFX Cluster
Storage)Web App Server 2 16 0 0 0 0
Database Server 4 32 400 0 0 0 0 0 0
Proposed Hardware – On-Premise
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Year 1 Year 2 Year 3Test & DevelopmentENV
Node Description Cores Ram Storage (GB) Cores Ram Storage (GB) Cores Ram Storage (GB)
Application Server 1 8 1024 (VFX Cluster Storage)
NA NA NA NA NA NA
Web App Server 1 8 NA NA NA NA
Database Server 1 8 200 NA NA NA NA NA NA
Year 1 Year 2 Year 3UAT
Node Description Cores Ram Storage (GB) Cores Ram Storage (GB) Cores Ram Storage (GB)
Application Server 2 16 1024 (VFX Cluster Storage)
NA NA NA NA NA NA
Web App Server 1 8 NA NA NA NA
Database Server 1 8 200 NA NA NA NA NA NA
Proposed Hardware – On-Premise
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H/W & S/W BOM - Assumptions
1. Operating system is considered as Cent OS 8.x.
2. Database is My SQL 5.7 & above.
3. Cluster Level in Application and Web App Server is considered to be in Active-Active mode
4. Database cluster is considered as Active-Passive mode.
5. Apache Tomcat is considered for Web App Server.
6. Failover and DR environment is considered as 100% each of the Production Environment.
7. Development and Testing environment is considered as 25% of the Production Environment.
8. UAT environment is considered as 50% of the Production Environment
9. Internal Server storage is considered as 60 GB per Server.
10. Processor Type considered is Intel Xeon (2 vCPUs per each core) and Processor Speed is 3.0 GHz or
above for On-Premise
11. Processor Type considered for Cloud is AWS EC2 M series.
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Third Party Software BOM and Assumptions
Desktop / LaptopWindows Operating System – License Based
RAM Processor - 4 GB i5 or it
Acrobat Reader – Free ware
VNC Viewer / X Manager - License
Third Party S-BOMCent OS 8.x - Free ware
My SQL 5.7 & above – Free ware
VxFS Cluster for Storage Sharing – License Based
JDK 1.8 – Freeware
Apache tomcat 9.0.24 or above – Freeware
VNC Server – License
Apache HTTPD 2.4 & above
Business Users
External Users
Load Balancer
Firewall
Web Server
Web Server
Active – Active
UniServe ™ Web App Server
UniServe™ Web App Server
Active – Active
UniServe™ Database Server
Active – Active
DMZ MZ
UniServe™ Database Server
SAN storage
UniServe™ Application Server
UniServe™ Application Server
Active – Active
Jump Host / RDP
Operations Users
DB Agnostic
OS Agnostic
Cloud Support/ Partner
Deployment Architecture
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Technology Stack
Product / Development Integration
Software & Hardware
Security
7.7 ppc64le
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Integration Methodologies
Integration Methodologies
Web Services
APIs (REST & SOAP)
DB Links
Message Queues (KAFKA)
Integration Bus
URL Based
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OS Hardware DB WebServer
RHEL Linux 7.7 and above (64-bit)
Intel x86_64 Oracle Apache Tomcat
Windows 2008/ 2012 and above (64-bit)
Intel x86_64
Preferred / Recommended Stack
Input Type Output TypeIn10s Lab Speed Deployment Speed
JSON/JMS/MQs/File SMS 50000 to 55000 SMSs perminute per core
47000 to 48000 SMSs per minute per core
JSON/JMS/MQs/File Email 20500 to 21000 Emails per minute per core
20000 to 20500 Emails per minute per core
Performance Result (Email & SMS)
Benchmark and Performance
Performance Result (PDF) in Axis bank Environment
Input Type Batch sizeOutput
TypeIn10s Lab
SpeedDeployment
Speed
DB 10,00,000 PDF 4500 to 5000 pages per
minute per core
4200 to 4500Pages per
minute per core
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Why Intense Technologies
Customer Communication
Focused
Culture
Low Friction Organization
Commercial models
• Focussed on Customer Communication Management since 1999
• Co-Creation of future ready technologies• Leverage previous implementation learnings• Flexible
• Capex based perpetual license model• Opex based termed license model • Opex based Managed Services model
• Long history of delivering successful projects• Management focus
Support services
In10s will provide manuals and training for L1 & L2 support to IndusInd Bank IT Team / Support services L3 support will remain with In10s and is accounted for as part of the AMC
Coordinate with the IT service desk
Perform initial incident Analysis
Facilitate Issue tracking progress through to resolution
Monitoring the technology platforms 24x7 for alerts
Update logged incidents on tracking tool
Route the issues to problem management support
Diagnosis and resolution Provide workarounds Emergency fixes Update know Error DB Resolve issues escalated by
incident management team Troubleshoot defects,
provide root cause analysis Communication with level3
as and when required Patch management
Technical consultancy and advice to the Level 2 support
Assist L2 team in doing root cause analysis and come up with solutions
Help impart knowledge to L2 & incident management team enhancements
Defect analysis and resolution and coordination
Service Governance
L1 L2 L3
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Severity Definition & SLAs
Severity Level 0 1 2 3 4
Definition
Enhanced support during peak volume –
unusable system through to individual support tickets raised
System unusable, no workaround possible
System partially usable, no
workaround possible
System partially usable, workarounds
possible
System features that may require change
for easier operation / Observations that may
be addressed later / Queries
Response Time 1 Hour 2 Hours 6 Hours 8 Hours 24 Hours
Restoration Time 3 Hours 6 Hours 10 Hours NA NA
Resolution Time 1 Calendar day 2 Calendar days 3 Calendar daysNext Patch Release within 90 calendar
days of the call
Next Patch Release within 120 calendar
days of the call
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UniServe™ 360 – Roadmap
• In-built Data Encryption modules and integration with third parties like AWS-KMS, HSM
• Integration with monitoring tools like Nagios and AWS Cloud Watch
• Thin/zero-weight online designer for creation of templates – support cloud hosting
• Compliant with Continuous Integration and Continuous deployment with DevOps usage.
• Social Media Integration
• Mobile optimized HTML output (which typically feeds into custom-built apps) & In app notifications
• In-built Alert and Notifications for ITSM and BAU (using SNMP or others)
• Integration with Virtual Assistants; Alexa, Google home & Watson – Q1
• Enhance Video Statement to include more interactive functions and enable customer to drive conversation
• Customer query handling & servicing through the platform
• Leverage machine learning and contextual data available to enhance customer experience
2019 2023202220212020
POC Use cases Walk through
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Reports & Dashboard• Unified View• Audit Trail• Drag and Drop Reporting
Maker Checker Workflow
Consume Flat files. Data Massaging & Enrichment Add New data source for DB & XML
Data Ingestion
POC Use Cases Demonstration
PDF Generation Generate PDFs in Batch and Ad-Hoc modes Suppress PDF if PDF size if more than 5 MB & Send
SMS with Short URL.
Easy Change Management Track Versions Resend Historical communications
Version Control
Maintain Branding Guidelines Quality Check Error Free Communication
New Template with CASA data points Designer tool (Create, modify templates etc...) Multi Lingual Communications (English, Hindi & Marathi) Data Mapping in Template White Space Management Profile Based Marketing with hyperlinking Insertion of Cheque Images inside the template dynamically Multi Lingual Communications (English, Marathi & Hindi) Password Protected Statement Short URL – PDF, Interactive HTML5 & Audio Video Click Capture and Index Information Email Gateway management Business Rules Management
Template Designer & Management
Use Case 1 (Data Ingestion)
Master and Child Template Faster Change Management GUI based designer Global Configurations
Master Template
DebriefPOC Feature and Functionality demonstrated POC Status
Flat files ingestion into the system and generation of communications Success
Additional Features POC Status
Flat files converted to XML Success
Flat files ingestion to Database Tables for On-Demand Statement Generation Success
Reports & Dashboard• Unified View• Audit Trail• Drag and Drop Reporting
Maker Checker Workflow
Flat files to XML Flat files to DB Add New data source for DB & XML
Data Ingestion
PDF Generation Generate PDFs in Batch and Ad-Hoc modes Suppress PDF if PDF size if more than 5 MB & Send
SMS with Short URL.
Easy Change Management Track Versions Resend Historical communications
Version Control
Maintain Branding Guidelines Quality Check Error Free Communication
New Template with CASA data points Designer tool (Create, modify templates etc...) Multi Lingual Communications (English, Hindi & Marathi) Data Mapping in Template White Space Management Profile Based Marketing with hyperlinking Insertion of Cheque Images inside the template dynamically Multi Lingual Communications (English, Marathi & Hindi) Password Protected Statement Short URL – PDF, Interactive HTML5 & Audio Video Click Capture and Index Information Email Gateway management Business Rules Management
Template Designer & Management
Use Case 2 (Template Designer & Management)
Master and Child Template Faster Change Management GUI based designer Global Configurations
Master Template
DebriefPOC Feature and Functionality demonstrated POC Status
New Template with CASA data points Success
Designer tool (Create, modify templates etc...) Success
Multi Lingual Communications (English, Hindi & Marathi) Success
Data Mapping in Template Success
White Space Management Success
Profile Based Marketing with hyperlinking Success
Insertion of Cheque Images inside the template dynamically Success
Multi Lingual Communications (English, Marathi & Hindi) Success
Password Protected Statement Success
Short URL – PDF, Interactive HTML5 & Audio Video Success
Click Capture and Index Information Success
Email Gateway management Success
Business Rules Management Success
DebriefAdditional Features POC Status
Make changes to the template in the UI Success
Map dynamic data without the need for coding Success
Insert images of different sizes Success
Dynamic messages depending on customer type / spend / transaction pattern Success
One Template used for different customer types (Standard & Pioneer) Success
Reports & Dashboard• Unified View• Audit Trail• Drag and Drop Reporting
Maker Checker Workflow
Flat files to XML Flat files to DB Add New data source for DB & XML
Data Ingestion
PDF Generation Generate PDFs in Batch and Ad-Hoc modes Suppress PDF if PDF size if more than 5 MB & Send
SMS with Short URL.
Easy Change Management Track Versions Resend Historical communications
Version Control
Maintain Branding Guidelines Quality Check Error Free Communication
New Template with CASA data points Designer tool (Create, modify templates etc...) Multi Lingual Communications (English, Hindi & Marathi) Data Mapping in Template White Space Management Profile Based Marketing with hyperlinking Insertion of Cheque Images inside the template dynamically Multi Lingual Communications (English, Marathi & Hindi) Password Protected Statement Short URL – PDF, Interactive HTML5 & Audio Video Click Capture and Index Information Email Gateway management Business Rules Management
Template Designer & Management
Use Case 3 (Version Control)
Master and Child Template Faster Change Management GUI based designer Global Configurations
Master Template
Debrief
POC Feature and Functionality demonstrated POC Status
Create a Template with Version 1 and generate the output Success
Perform Changes in Version 1 and Add it to Version 2 and generate the output Success
Roll back to the previous version & generate the output Success
Additional Features POC Status
Tracks changes made by users / time / date Success
On the fly generation – Historical templates are used Success
Stores the templates & not the PDFs to reduce storage Success
Reports & Dashboard• Unified View• Audit Trail• Drag and Drop Reporting
Maker Checker Workflow
Flat files to XML Flat files to DB Add New data source for DB & XML
Data Ingestion
PDF Generation Generate PDFs in Batch and Ad-Hoc modes Suppress PDF if PDF size if more than 5 MB & Send
SMS with Short URL.
Easy Change Management Track Versions Resend Historical communications
Version Control
Maintain Branding Guidelines Quality Check Error Free Communication
New Template with CASA data points Designer tool (Create, modify templates etc...) Multi Lingual Communications (English, Hindi & Marathi) Data Mapping in Template White Space Management Profile Based Marketing with hyperlinking Insertion of Cheque Images inside the template dynamically Multi Lingual Communications (English, Marathi & Hindi) Password Protected Statement Short URL – PDF, Interactive HTML5 & Audio Video Click Capture and Index Information Email Gateway management Business Rules Management
Template Designer & Management
Use Case 4 (Master Template)
Master and Child Template Faster Change Management GUI based designer Global Configurations
Master Template
DebriefPOC Feature and Functionality demonstrated POC Status
Master Template Creation with Header & Footer Success
Slave Templates Creation using Master Template’s Header & Footer Success
Trigger Communications Success
Change the header image in the Master Template Success
Header Accommodated in all the slave templates automatically Success
GUI Designer | Easy change management Success
Additional Features POC Status
Batch Processing Success
Business rules Success
One Time Configuration of Email, SMS, Mount Points, Database and Digital Signature Success
Manage Multiple Gateways, Mount Points and Digital Signatures at the Global Level Success
Reports & Dashboard• Unified View• Audit Trail• Drag and Drop Reporting
Maker Checker Workflow
Flat files to XML Flat files to DB Add New data source for DB & XML
Data Ingestion
PDF Generation Generate PDFs in Batch and Ad-Hoc modes Suppress PDF if PDF size if more than 5 MB & Send
SMS with Short URL.
Easy Change Management Track Versions Resend Historical communications
Version Control
Maintain Branding Guidelines Quality Check Error Free Communication
New Template with CASA data points Designer tool (Create, modify templates etc...) Multi Lingual Communications (English, Hindi & Marathi) Data Mapping in Template White Space Management Profile Based Marketing with hyperlinking Insertion of Cheque Images inside the template dynamically Multi Lingual Communications (English, Marathi & Hindi) Password Protected Statement Short URL – PDF, Interactive HTML5 & Audio Video Click Capture and Index Information Email Gateway management Business Rules Management
Template Designer & Management
Use Case 5 (PDF Generation)
Master and Child Template Faster Change Management GUI based designer Global Configurations
Master Template
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End to End Robotic Process Automation
RAW Data
RAW Data
Stage 1 Stage 2
Data Management
Conversion of Various File formats to XML and DB
Distribution (Emails, SMS and etc.)
Legend
Tasks Performed at Stage 1
Tasks Performed at Stage 2
Structured Data
Data Management UniServe™Process Engine
UniServe™
SMSC SMTP OTT CUSTOM INDEX
File and Data Repository
(Fspy)Password Protected
Without Password
PDF forDMS
DebriefSupport Functions POC Status
Design the PDF, Map Dynamic Data Success
Implement Batch Process Success
Implement the On the Fly process using Rest API Service Success
Additional Features POC Status
One Template used to generate Password protected, non password protected & PDF for DMS Success
Digital Signature Success
Template Import Export functionality Success
Tray switching Success
Computation Success
Data type Transformation (Text, Number and Date) Success
Debrief
Additional Features POC Status
Short Code SMS Success
Hyperlink to invoke high value transactions Success
N-Up Success
Import / Export of templates Success
Layering technology Success
Merging of external documents Success
Reports & Dashboard• Unified View• Audit Trail• Drag and Drop Reporting
Maker Checker Workflow
Flat files to XML Flat files to DB Add New data source for DB & XML
Data Ingestion
PDF Generation Generate PDFs in Batch and Ad-Hoc modes Suppress PDF if PDF size if more than 5 MB & Send
SMS with Short URL.
Easy Change Management Track Versions Resend Historical communications
Version Control
Maintain Branding Guidelines Quality Check Error Free Communication
New Template with CASA data points Designer tool (Create, modify templates etc...) Multi Lingual Communications (English, Hindi & Marathi) Data Mapping in Template White Space Management Profile Based Marketing with hyperlinking Insertion of Cheque Images inside the template dynamically Multi Lingual Communications (English, Marathi & Hindi) Password Protected Statement Short URL – PDF, Interactive HTML5 & Audio Video Click Capture and Index Information Email Gateway management Business Rules Management
Template Designer & Management
Use Case 7 (Maker & Checker Approval Workflow)
Master and Child Template Faster Change Management GUI based designer Global Configurations
Master Template
DebriefPOC Feature and Functionality demonstrated POC Status
Create Maker and Checker as users Success
Maker will design the template, push it to Checker for Approval Success
Checker will receive the job and Approve or Reject or Suggest Changes for the template Success
View historical communication by customer ID Success
End to end reconciliation reports Success
Additional Features POC Status
Auto escalate Success
GUI to create / add nodes to the workflow Success
Add ‘n’ number of users without restrictions Success
Reports & Dashboard• Unified View• Audit Trail• Drag and Drop Reporting
Maker Checker Workflow
Flat files to XML Flat files to DB Add New data source for DB & XML
Data Ingestion
PDF Generation Generate PDFs in Batch and Ad-Hoc modes Suppress PDF if PDF size if more than 5 MB & Send
SMS with Short URL.
Easy Change Management Track Versions Resend Historical communications
Version Control
Maintain Branding Guidelines Quality Check Error Free Communication
New Template with CASA data points Designer tool (Create, modify templates etc...) Multi Lingual Communications (English, Hindi & Marathi) Data Mapping in Template White Space Management Profile Based Marketing with hyperlinking Insertion of Cheque Images inside the template dynamically Multi Lingual Communications (English, Marathi & Hindi) Password Protected Statement Short URL – PDF, Interactive HTML5 & Audio Video Click Capture and Index Information Email Gateway management Business Rules Management
Template Designer & Management
Use Case 6(PDF Generation)
Master and Child Template Faster Change Management GUI based designer Global Configurations
Master Template
DebriefPOC Feature and Functionality demonstrated POC Status
View historical communication by customer ID Success
Single View Module which showcases all the communications sent to the customers
End to end reconciliation reports Success
DIY report creation Success
Additional Features POC Status
Retrigger communications from the Single View UI Success
Drag and Drop User friendly Reports Module Success
Dashboard Success
Export, schedule, group, filter reports Success
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Intense Technologies LimitedA1, VikrampuriSecunderabad – 5000 09. Telangana, INDIATel: +91-40-44558585 / 27849019 / 27844551Fax: +91-40-27819040e-mail: [email protected]
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