Roadmap to SMARTer Conversations€¦ · Adaptive Interview Workflow & Approval Data Capture...

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#innovateUK2019 Roadmap to SMARTer Conversations Simon Tindal – CTO Smart Communications 2019

Transcript of Roadmap to SMARTer Conversations€¦ · Adaptive Interview Workflow & Approval Data Capture...

Page 1: Roadmap to SMARTer Conversations€¦ · Adaptive Interview Workflow & Approval Data Capture Powerful Data Capture Key Functionality Smart Communications Intelledox. #innovateUK2019

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Roadmap to SMARTer ConversationsSimon Tindal – CTO Smart Communications

2019

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Our JourneyTh

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Feature Development

Medium

Medium

SC16March ‘17

Medium

Validate API

High

Medium

SC17Sept ‘17

Low

Smart Components

Medium

High

SC18April ‘18

Medium

Conversation History

High

High

SC19Sept ‘18

High

Pure CloudDeployment

MarketInterest

Market Differentiator

SC Release

Development Investment

Major Feature

CustomerRequested

Medium

High

SC12 - SC13May ’15 - Sept ‘15

Medium

Appliance Deployment

SC14 - SC19April ’16 - Sept ‘18

High

High

High

Negotiation

Medium

High

SC15Sept ‘16

Medium

Cloud Batch Deployment

Medium

Low

SC15 - SC16Sept ‘16 - March ‘17

Low

Excel Charts

High

High

SC19Sept ‘18

Low

Conversation Cloud

Medium

High

SC20May ‘19

Medium

Draft EditorEnhancements

High

High

SC21Oct ‘19

Medium

Template DesignerEditions

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Smart Communications Innovation

The features and/or functions described in this presentation outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. Smart Communications is under no obligation to deliver such features and/or functions and makes no formal commitment that such features and/or functions will be released by Smart Communications now or at any time in the future. It is not a commitment or offer to deliver any material, code, or functionality and this presentation should not be relied upon in making purchasing decisions. The development, release or timing of any features and/or functionality for Smart Communications products remains at the sole discretion of Smart Communications.

Strategic Vision

Smart Communications | Innovate 2019

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ContentAssembly

Deployment Flexibility

Intelligence & Information

UserExperience

Negotiation

EnterpriseIntegration

PartnerStrategy

Smart Communications Delivering Innovation

CustomerExperience

CChannels

Smart Communications | Innovate 2019

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• UI Enhancements

• Editions in Template Editor

• Conversation Cloud

• Migration Studio

• Conversation Cloud

• Marketplace

• Salesforce

• Pure Cloud (AWS)

• ANZ

• NAM

• EMEA

Key Themes for 2019

UserExperience

EnterpriseIntegration

Deployment Flexibility

PartnerStrategy

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Pure Cloud Deployment with AWS

Designed to run on AWS, and leverage the wider array of Amazon services

Reduced TCO, access to innovation, and avoidance of lengthy upgrades

Enterprise Scale for all Interactive, OnDemand and Batch Functionality

Elastic Scalability (up and down) based on peak communication needs with European-based datacentres

Enterprise security, robust back-up and disaster recovery

Smart Communications | Innovate 2019

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True Cloud Credentials

On the Bus

• Automated Upgrades (Twice a year)

• Automated Patch Cycles (Monthly)

• Emergency Patches (Immediate)

• Access to Preview Environments

• Access to new Features/Functionality

• Scalability on-demand

• Disaster Recovery built-in

• Versioned Engine*

OR

In Line

• Waiting for Software Upgrades

• Waiting for Patches

• Waiting for Hardware to be Upgraded

• Waiting for access to new features

• Only have access to Capacity/Scalability you paid for and configured

• Premiums for Disaster Recovery (Active/Active)

Smart Communications | Innovate 2019

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• UI Enhancements• Regression Studio• Mobile

• Conversation Cloud• Migration Studio• Intelledox Connectors

• Conversation Cloud• Marketplace

• Artificial Intelligence• Migration• Insights• Recommendations

• Reporting

Key Themes for 2020 (SC22/SC23)

UserExperience

EnterpriseIntegration

PartnerStrategy

Intelligence & Information

• Performance Enhancements

ContentAssembly

CustomerExperience

• Conversation History 2.0• 3rd Party Integration

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Intelledox Integration Roadmap

Smart Communications | Innovate 2019

C

• Dashboards• Analytics reporting

• IX AWS

• End User SC Theme/Skin• Common Design UI

• CCM Component in IX• Migration Studio SC/IX

• Connectors • IX4 Salesforce

• Mobile• IX for Data Capture

• Push Notifications

CustomerExperience

ContentAssembly

PartnerStrategy

EnterpriseIntegration

Intelligence & Information

UserExperience

Deployment Flexibility

Channels

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Within your organization, how would you describe your cloud strategy?

A. We have a plan, but it is not executed yet

B. We have a plan and it is being executed

C. We are in the process of defining a plan

D. I don’t know

Tell Us What You Think!

Smart Communications | Innovate 2019

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12Smart Communications | Innovate 2019

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Intelligent Data Capture

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Ecosystem Integration

Customer Communications

Negotiation

Analytics and Personalisation

SmartCOMMTM & Intelledox: SMARTer Together

Customer Interview

Workflow & Approval

Conversations with Customers

Document Negotiation

Conversation History

Basic Interview

Basic Workflow & Approval

No Native Data Capture

Basic Document Generation

No Native Negotiation

Basic Analytics

Adaptive Interview

Workflow & Approval

Powerful Data CaptureData Capture

Smart Communications IntelledoxKey Functionality

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Conversation Cloud Marketplace

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Partner Plugin - Travel Use Case

• Multi-Device Support• Smart Communications/Intelledox Integration• Conversational Interview• Custom Branding• Upload photos• Capture Data• Conditional Questions• Geolocation

web

pdf

mobile

xml email

print

FileClaim

BookTravel

AdaptiveInterview

ERP BPM CRM

Customer

AnyDevice

Smart Communications | Innovate 2019

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Travel Claims Use Case

Holiday

Step 1

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Travel Claims Use Case

Travel Insurance

Step 1

TravelDocs

Step 2

web

pdf

mobile

email

Jenny, Your SCALE TravelItinerary is ready !!!

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Travel Insurance

Step 1

TravelDocs

Step 2

Make aClaim

Step 3

Travel Claims Use Case

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Travel Insurance

Step 1

TravelDocs

Step 2

ProcessClaim

Step 4

Make aClaim

Step 3

Travel Claims Use Case

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Travel Claims Use Case

ProcessClaim

Step 4

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Travel Insurance

Step 1

TravelDocs

Step 2

PrepareClaim

Step 4

SendDocumentation

Step 5

Make aClaim

Step 3

Travel Claims Use Case

ClaimCompletion

Step 6

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How many output channels do you currently use within your applications today?

A. 1 channel

B. 2 channels

C. 3 channels

D. 4 or more channels

Tell Us What You Think!

Smart Communication | Innovate 2019

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24Smart Communications | Innovate 2019

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How Does This Compare To Last Year?

Smart Communications | Innovate 2019

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Versioned Engine

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Versioned Engine

The Challenge

• Scheduling regression testing is timely and costly to the business

• Access to new features is only available in the latest version but I don’t want to retest all my templates

SC22engine

SC21engine

Pure Cloud

Benefits

• N-2 Support – 18 months without the need to regression test all templates

• Upgrade templates when changes are required to your template(s)• Flexibility to submit requests against multiple SC engines• Reduced Project costs relating to regression testing and upgrade

Smart Communications | Innovate 2019

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Smart Components

Smart Communications | Innovate 2019

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Date: 13/05/1019

Smart Communications | Innovate 2019

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Smart Components 2.0

<amp-form> <amp-accordion> <amp-carousel> <amp-sidebar>

Smart Communications has supported the AMP framework since October 2017

Future Enhancements

• AMP for Email enhancements

• Embed the AMP Validator – structure

• Preview – Litmus plugin

• Smart Components libraries for layouts

• In-line Smart components

e.g. inline buttons

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Migration Studio

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Template Migration using Artificial Intelligence

Sample output from legacy applications to allow AI to learn from a dataset

OCRAI

OCR and AI extract content and identify paragraphs, variable data, common wordings

The results of AI enables the creation of SmartCOMMTM

templates to accelerate migration

Smart Communications | Innovate 2019

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The SmartCOMM solution takes a document and breaks it down into four component layers. Creating templates using the four layer model

Artificial Intelligence and Machine Learning has the potential to allow the extraction of the 4 layers from legacy output which will accelerate any migration project.

The Smart Communications 4-layer Model

Smart Communications | Innovate 2019

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Migration StudioPrepare sample output ready for migration

Prepare

Automatically detect text and numbers

OCR

Detect key-value pairs in document images automatically

Extract

< >

Preserve formatting and the composition of data stored in tables during extraction.

Format

Adjust

Adjust paragraph thresholds

Analyze

Analyze and rationalise content

Import

Import into SmartCOMMTM

Smart Communications | Innovate 2019

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Preview – Migration Studio

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File to SmartCOMMTM

1 2 3

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PDF to SmartCOMMTM

1 2 3

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PDF Forms to SmartCOMMTM

1 2 3

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Word Importer Enhancements

39Smart Communications | Innovate 2019

1 2 3

Content

Data items

Business Rules

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Content Rationalization

Smart Communications | Innovate 2019

The Challenge

• Business users Importing and/or creating duplicate content in Smart Communications

The Solution

• Tools to scan the SmartCOMM CMS prior to importing• Similarity Score e.g. 98• # of Duplicates e.g. 5

• As-You-Type suggestions• Auto Suggestions to use Shared Content• Auto Complete

Similar Content

Duplicate Content

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Within your organization how many applications could Migration Studio help move to Smart Communications?

A. Less than 2 applications

B. Between 2 and 5 applications

C. Between 5 and 10 applications

D. More than 10 applications

Tell Us What You Think!

Smart Communications | Innovate 2019

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Regression Studio

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Regression Studio

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Define

Run

Compare

Analyze

Improve

Define criteria and use-case parameters. VALIDATE API allows users to define individual or multiple Test Cases

Once the definition of a Test Case is complete Users can execute the test or simultaneously elect additional Test Cases to run as part of the same submission.

VALIDATE systematically determines differences. These irregularities are identified at an intermediate and final binary format level.

Analysing test outcomes is a key ingredient to ensure quality of deliverables. By categorising individual Test Cases

VALIDATE provides customers with the ability to create and maintain sample data templates using existing XML schemas. Templates are stored as a new resource type in the CMS so inherent version control and auditing parameters are applied.

Smart Communications | Innovate 2019

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Email: [email protected]

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