software product catalogue

7/31/2019 Software Product Catalogue

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Pitney Bowes Software

Customer Interaction Solution

and

Customer Communication Management


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Integrated Customer Communication Management and CUSTOMER INTERACTION SUITE

Profiling andSegmentation

Data Prep &Composition

Multi-ChannelOutput

CustomerResponse

Management

ResponseAnalysis

PORTRAITSPECTRUM

SAGENT DATAFLOWDOC1 Suite

Content Author

e2 SuiteWeb Presentment

e-Messaging

PORTRAIT PORTRAIT


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CUSTOMER COMMUNICATION MANAGEMENT

Create, distribute and manage multi-channel communications for greater customer satisfaction,

improved operational efficiency and lower costs. Connect with your customers for more productive and

profitable relationships. Manage communications across all delivery channels for greater consistency,

efficiency and impact. Empower your customers to reach out with new technologies and tools for ahigher level of interactivity. Embrace interactive communications for real -time exchanges with

customers. Automate document generation for quicker responses. Leverage your print stream to

personalize content and streamline printing and mailing operations for cost savings across the

enterprise. With Customer Communication Management solutions from Pitney Bowes Business Insight,

your organization can create, manage and access critical documents like never before.


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SAGENT DATAFLOW SOLUTION

The SAGENT DATA FLOW from Pitney Bowes Business Insight is a powerful and flexible integration

engine that brings together data from disparate sources into a single view where a comprehensive set of

data transformation tools can merge and cleanse the data to enhance its business value. Once data istransformed, Sagent Data Flow provides a variety of tools for analyzing the information and creating

meaningful reports for a better understanding of your business.

Sagent Data Flow Technology is a single source solution for ETL (Extract, Transform and Load), EII

(Enterprise Information Integration), customer profiling, data warehousing, and BI (Business

Intelligence) leveraging real data to make smarter decisions.

Sagent Data Flow is a general-purpose, pipelined data processing engine that uses transformation

objects to implement data integration, data analysis and information delivery services. Dataflow

fundamentally changes the way that data is accessed and integrated, making it easier to extend the

accessibility and usefulness of corporate data. Using a unique visual diagramming workbench, business

analysts and IT professionals can design data flow plans that create data warehouses, perform businessanalyses and deploy content to users and applications over the Web.

Access, transform and analyze data faster

Sagent Data Flow allow users to rapidly access, connect, integrate and analyze data

from a wide array of applications, databases and data files. It also helps users quickly

and easily incorporates any combination of these data sources into a single process.

While other systems require you to perform join functions within the database, Sagent

Data Flow joins two or more sources in memory, making it easier to analyze or perform

operations on data from multiple sources.

Quickly and easily see data with a visual approach

Sagent Data Flow incorporates powerful visual development environment that helps

speed and simpli fy the creation of sophisticated data transformations, to support both

business and technical users. Sagent Data Flow users can create a data integration

workflow plan and report more quickly, then save and retrieve for future reuse or

custom application.

Works with a wide variety of data sources

Access data anywhere across your organization regardless of the format. Sagent Data

Flow Solution can access data stored in Relational Database Systems such as Oracle, IBM

DB2, Microsoft SQL Server or Sybase, as well as XML and other major text-based dataformat. Through our connector technology get access to over 100 legacy and

operational systems.

The ability to read data in its native format helps eliminate the need to write custom

extract programs. Through eliminating additional time consuming process and

expensive task, more projects come in on-time and under budget.


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64-Bit for Faster Processing

Sagent Data Flow features 64-bit processing power for more memory, increased

performance and greater scalability. It also supports a higher number of concurrent

users, provides faster processing and handles larger data loads.

Business Benefits

Easy information retrieval from across the enterprise so you can prepare data into differentapplications such as BI (Business Intelligence), LI (Location Intelligence) and Custom Applications

Flexible and easy-to-use integrated visual displays allow to see the data; visual automation,helps you easily create operational processes

Implementation without high IT overhead and training Unique visual workbench enables rapid deployment without custom programming Does not require coding knowledge of SQL or other coding languages


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DOC1 Suite

DOC1 Designer allows desktop and remote users to author and design powerful, effective business

documents quickly and easily. The technology controls and administers the interface users see,

document and resource access privileges, and production control. From the Work Center, users can

create applications, edit existing ones, access shared resources and set up production jobs. Users can

create applications without having access to the actual data or being concerned with data order or

naming conventionsdata aliases and variables are resolved at run time. Real -time preview capabilities

ensure that what users see on the screen is what gets produced.

DOC1 Designer include full color, dynamic graphics, variable data and multiple languages, enabling

communications to be created for an audience of one, yet generated for mil lions. A single design cockpit

enables users to create dynamic applications for deliver across multiple media print, e-mail, browser,

fax and wireless devices. Sophisticated content management with revision control, role -based access,

and version rollback enables hundreds of users to share and collaborate on applications.

Transaction Documents

DOC1 Designer allows you to organize, personalize and present complex information in a Logical, easy -

to-read manner. Value-added capabilities include:

Logic Map Functionality. The DOC1 composition system provides a unique logic map function. You

can click on any object in a document to view its corresponding logic, which makes it easier to

update, enhance, debug and maintain complex applications.

Transaction Tables, Business Logic and Power Objects. Transaction tables handle iterative data,

such as call detail records in a telephone bill, with ease. Business logic objects are sub-routines, suchas tax calculations or remittance slips that users can call as needed and store in the repository for

other users to share.

Multi-document Publications. You can assemble multiple documents in a single envelope. For

example, you can include a Credit Card statement with a Savings account statement, or customize

an application kit with business reply envelopes, targeted brochures and other documents.

Text-Heavy Documents

DOC1 Designer makes it easy to present in-depth information with greater clarity. Generate flowing

columns of text, pagination and tables of content, and take advantage of advanced functionalityincluding:

Conditional Documents, Sections, Paragraphs, Images, and Text. Users can display paragraphs and

other objects only when certain conditions are met. For example, a message that cross-sells a new

product could be display only if the customer doesnt already own that product.


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Advanced Widow-orphan Control. Users can specify the minimum number of lines to keep together

for paragraphs and tables.

Promotional Documents

DOC1 Designer provides sophisticated graphic tools that al low you to create personalized, high-impact

communications in the most cost-efficient manner.

Personalized Quark and PDF Documents. A Quark extension allows you to easily add

personalization to Quark documents within the DOC1 design environment, so you can take

advantage of the systems variable composition logic and high-speed production capabilities. Users

can also import PDF documents for use as background templates or forms.

Support of Layers and Templates. You can include watermarks, logos, copyright text and other

information in the background and specify whether it appears on every page or odd/even pages.

Information thats on the background layer can be anchored. For example, a user might create a

letter template with the address block and bar code in a fixed position so it appears correctly in awindow envelope.

Full Color (CMYK) Charts and Graphics. A chart wizard lets users create full color bar, stack, line,

scatter and pie charts in seconds. Users can also specify and save custom CMYK values and adjust

tints of lines, boxes, rectangles, circles, etc. DOC1 Designer also supports over two dozen import

formats including PDF, RTF, EPS, JPG/JPEG, BMP, Word 2003 XML schema and pages.


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CONTENT AUTHOR

Pitney Bowes Business Insight offers customer communication management solutions that help

companies integrate intelligent enterprise data into transactional communications, streamline

production workflows and connect with customers across all touch points. Increase marketing

opportunities and reduce mailing costs with dynamic, personalized content in billing and accountingstatements.

Customers read their bills and statements for one to three minutes for review, making these documents

prime real estate for the most important messages and marketing promotions. To keep pace with the

challenging legal requirements and growing customer expectations, companies need to put their

customer communications to good use. With the Pitney Bowes Business Insight Content Author business

users empowers to dynamically add personalized, eye-catching content to transactional

communications on a daily, weekly or monthly basis delivering increase in marketing opportunities while

minimizing cost.

Key features include:

Built-in workflow routingEmail-based review capabilities ensure that all business units canmonitor and approve contents as required. When ready to publish, the new content can be

ready to use with DOC1 production environment within minutes.

Put customer messaging on the fast track The fast and easy way to embed targeted messagesthrough the approval and production process. Distribute functionalities without extensive IT

support , time-consuming review cycles and lengthy testing cycles.

Improve efficiency with user-friendly, web-based convenience Create dynamic customerdocuments, edit and review in a standard web browser making every business user quickly

manage and develop messaging projects with greater efficiency. Content Author highly user

friendly web interface keeps author and designers to have control of messaging, white space

use, workflow, timeframes, content and priorities.

Create highly targeted, transpromo messagesCreate one-to-one messages with colorfulgraphics in minutes, using data selection criteria gleaned from variety of sources. This can also

be used to create and embed general, non-targeted content in customer documents.

Flexible message priority settingsRank message importance to help determine which of twomessages to include when theres room for only one. This helps minimize postage and paper

usage, to include all mandatory/regulatory messages, without bumping the document up to a

higher postal weight class.


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e2 Suite

e2 Vault

e2 Vault is an integrated, high-performance archive and retrieval system. A unique component, the e2

Vault provides unrivaled real-time indexing, compression, storage and retrieval of documents and data

in their native format, delivering a fast and seamless implementation and instant access to any

documents, regardless of size or age. Businesses can leverage XML for data repurposing and distribution

into back-end business processes, as well as maintain exact replicas of documents to help satisfy legal

requirements, such as those mandated by the Health Insurance Portability and Accountability Act

(HIPAA) and Sarbanes Oxley.

e2 Service

Retrieve exact replicas of customer documents in seconds with e2 Service. Now you can respond to

inquires quickly and accurately with the only solution that renders documents on-the-f ly through a

customer-centric search. e2 Service minimizes call-handling time and required call-backs by providing

high-speed search, retrieval and online presentment of documents and payments.

Business Benefits

Vault enables authorized users in your organization to instantly view years of stored data for better

customer service and increased efficiency. This powerful document and data repository allows you to

index and process over 2.5 million pages per hour in real -time, which enables thousands of concurrent

users to instantly access customer data, regardless of the size or age of the documents.

Unrivaled performance and scalability

Minimal storage hardware, maintenance and support costs

Helping meet legal and records management requirements for archiving

Support of multiple applications with a single, shared repository

Easy storing and retrieving of all document types and data from a universal repository

Integrated imaging, workflow and records management


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E-messaging

The e-mail archiving solution from Pitney Bowes Business Insight indexes and archives any email or SMS

received and associates that message with a single, customer-centric view to vastly improve your

customers experience. Messages are also automatically routed to appropriately skilled teams in the call

center based on their message content. Automatic indexing, original message format storage, optional

content conversion prior to archiving, and subscription list management features ensure compliance

with corporate governance and regulatory requirements for record keeping.

Business Benefits

Now you can easily maintain brand voice and messaging consistency with automated, personalized

email and text communications. e-Messaging offers you the control and structured support required to

send customers any communication they currently receive on paper via email or text message with no

need to redesign content.

Key features and benefits include:

Leverage your document composition systems to create automated and personalized emails and textcommunications

Archive all e-communications with access to customer-centric views

Manage communication bounces and provide graphical reporting of messages sent, delivery failures,

responses and more

Streamline response handling of customer service e-communications

Comply with storage and retrieval regulations for e-communications


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EMTEX P/I Output Manager (formerly VIP)

P/I Output Manager (formerly VIP) is a high performance output management solution providing

centralized production print management, real-time data stream transformation, mail piece level

indexed reprints and job accounting. P/I Output Manager supports all leading data stream formats

including IBM AFP, Xerox LCDS, Kodak IJPDS, HP PCL and Adobe PostScript and PDF. The unique P/IOutput Manager architecture optimizes document workflow and frees you from the limitations of

proprietary vendors and data streams. The key is robust print management functionalities that include

everything from data stream transformation, resource management, and automated reprinting to

enhanced production control and convenient viewing before, during and after output. With P/I Output

Manager output management software, you benefit from greater operational efficiency, productivity

and accountability.

Features

Emtex VIP has an industrial strength, high performance, multi-tasking, client/server architecture,

processing data at up to 10,000 pages per minute. This enables a print center to produce electronic

documents and drive multiple printers simultaneously using a single point of control.

Emtex VIP is designed around an expandable modular architecture that can grow with the needs of an

organization. Modules are selected, as required, to build a customized solution from standard

components, in order to exactly meet customer requirements using one solution.

Core Functionality

Emtex VIP core features include; a real-time executive, transform manager,job queue manager for

load balancing and print management, resource manager, and accounting manager. Emtex VIP comes

with a powerful GUI and a viewer for document proofing, page selection and reprint confirmation. The

core also includes the connectivity manager to receive jobs from virtually any source including

Mainframe, UNIX and PC environments. Emtex VIP also allows multiple simultaneous outputs from a

single input.


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SPECTRUM TECHNOLOGY

Pitney Bowes Business Insight Spectrum Technology is an enterprise wide data quality solution for

matching and consolidating enterprise data to create accurate and comprehensive customer records. It

provides companies with the agility to design and build IT solutions that support dynamic business

needs. The full -service capabilities help make existing CRM and ERP systems even more valuable to anorganization. To increase the speed and quality of day-to-day transactions and customer experiences,

organizations need a simple, consistent way to extract data, analyze information and provide users the

visibil ity necessary to effectively run their business.

Pitney Bowes Business Insight provides the tools you need to create and maintain up-to-date

informationconsistent, more accurate data that can drive business results across your company. The

Enterprise Data Quality Solution, part of our Spectrum Technology Platform, helps establish fit -for-use

standards for your underlying data assets. These standards, in turn, optimize business processes that

rely on good quality data for more accurate and reliable information.


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Advance Matching Module

The Advanced Matching Module, part of Spectrum Technology Platform, offers unrivaled matching

capabilities between and within any number of input files, a powerful rules -based engine to identify

unique products, unique locations, and unique customers. Users have complete control to define criteria

and can match on any data, or can select from pre-defined rules and best practices in areas such asname-address matching, householding and firm matching. It consolidates records, eliminate redundant

activities and improve communications with customers around the world. Advanced Matching Module

key components include:

Interflow match: Identifies matches between similar records across multiple input files Intraflow match: Identifies matches between similar records within multiple input files Filter: Specify criteria that duplicate records must satisfy to be retained or removed Match key generator: Creates a non-unique key shared by like-records, so they can be grouped

together for comparison

Candidate finder: Obtains the candidate records that will form the set of potential matches tobe evaluated using transactional match

Transactional match: Matches suspect transactions against a database to query and returnpotential candidate records

Best-of-breed: Selects a best-of-breed record from the duplicates cluster by sel ecting aprimary/template record. Uses this record to build a best composite record, which is returned as

the survivor record

Duplicate synchronization: Specify which fields from a collection of records will be copied(posted) to the corresponding fields of all records in the collection.


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Data Normalization Module

The Data Normalization Module for the Spectrum Technology Platform can identify, extract and

standardize any data element ensuring consistent terms are used across any domain. The modules

Open Parser allows the creation, management and deployment of cultural specific or cultural neutral

grammars to identify and isolate key data from streaming data fields. Parse any type of data customer,product or business information for any defined domain, language or culture.

Enhance Data Quality with Advanced Standardization capabilities:

User-defined domains Easily create standards and dictionaries for any domain, includingproduct names, branding elements and business-specific terms

Multi-level standardizationStandards include changing full words to abbreviations and viceversa, transforming nicknames to full names, and correcting misspellings

Easy comparisons Create comparisons by using both unique IDs, for use with distinct records,and non-unique keys, which are shared by similar records

Pre-populated industry terms A dictionary of pre-populated terms make it easier to set rulesor govern industry terms, company name derivatives, nicknames, business terms, etc.


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Universal Name Module

The Universal Name Module, part of our Spectrum Technology Platform, offers flexible name parsing

capabilities to match, standardize, analyze or consolidate even complex records with confidence. Names

are rarely formatted using a consistent structure and, with joint ownership, legal entities, nicknames

and typographical errors, it is difficult to apply data with absolute certainty. This matter is compoundedwith business records, where company names, contact names, titles and job functions add to the

complexity, making it even more challenging to perform simple data quality tasks.

Key Features include:

Sophisticated Parsing provides the flexibility to enhance in-house data files, as well aspurchased mailing list files. The Universal Name Module quickly and easily parses information

into a range of usable data fields

Data Formatting string data together to form a single field, or break up strings into usablecomponents. The Universal Name Module provides the flexibility you need to build a clean

record format for further processing. Name Separationallows names to be separated into multiple elements, including title, first

name, middle name, surname, suffix and business title.

International Knowledgebasecompare records against referential data that includes mill ionsof name variations across 204 cultures. The Universal Name Module also provides optional

name libraries with extensive knowledge of Arabic and Asian names.

Name Variantslocates naming variations which may have been entered into your database asa result of typographical errors, letter substitutions, alternate spellings and abbreviations.

Additionally, the Universal Name Module considers different spellings based on country of origin

for example Michael, Mikhail, Mykolas.

Gender and Ethnicityprovides gender and ethnicity information for targeted or customizedmarketing

Custom Termsenables you to create your own list of custom terms to use as the basis for scanand extract operations


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Universal Addressing Module

The Pitney Bowes Spectrum Enterprise Data Quality Solution Universal Addressing Module ensures

accurate capture of customer addresses at the point of data entry by automatically correcting,

completing and formatting address data in real time for all your mailings.

The Universal Addressing Module offer powerful address standardization and validation tools that

improve data accuracy. The modules service -oriented architecture provides greater consistency and

easier interoperation among Pitney Bowes Software products, simplifies product upgrades and offers

greater flexibil ity in product configuration.

Business Benefits

Validate Address: Standardizes addresses using U.S., Canadian, and international postal data

Get City State Province: Returns the city and state/province for a given postal code

Get Postal Codes: Returns the postal codes for a given city

Get Candidate Addresses: Returns a list of possible matches for a given address


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LOCATION INTELLIGENCE

MAPINFO PRO

MapInfo Professional is a powerful Microsoft Windows-based mapping and geographic analysis

application from the experts in location intelligence. Designed to easily visualize the relationshipsbetween data and geography, MapInfo Professional helps business analysts, planners, GIS professionals

even non-GIS usersgain new insights into their markets, share information-rich maps and graphs and

improve strategic decision-making.

Use geographic insights to innovate business processes

Manage location-based assets, people and property

Optimize service and sales territories for greater efficiencies

Deploy networks, infrastructure and utilities with confidence

Map resources, plan logistics and prepare for emergencies

Works and plays well with existing IT infrastructure

Designed and tested with Windows operating systems

Imports and exports data in a wide variety of formats

Easily customized to meet your specific needs

Business Benefits

Faster tabular data creation and analysis via the all new Browser Window

Perform memory intensive operations through enhanced support of 64-bit operating

environments

Direct integration with MapInfo Manager, enabling efficient searching, accessing and

management of spatial data throughout an organization

The available Premium Services includes instant access to worldwide road level ti le-data Move

Map To


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PORTRAIT CUSTOMER INTERACTION SUITE

The PORTRAIT Customer Interaction Suite combines the worlds most advanced customer analytics with

a multi-channel customer communications platform that orchestrates all inbound and outbound

customer communications. This customer centric approach empowers organizations to gather customer

data from any location, build customer understanding, anticipate and predict customer needs, identify

relevant offers and then to engage each customer, wherever and whenever they decide to interact.

The Portrait Customer Interaction Suite enables organizations to focus on enhancing customer value by

providing the capabili ty to understand and interact with each of their customers as if they were the onl y

one. By building greater customer understanding organizations can anticipate and predict customer

needs, identify & decide on the most relevant offers, interact with customers through their channel of

choice, fulfill customer requirements, and delight on customer expectations.

With the addition of the Portrait Customer Interaction Suite to broad range of Data Quality and

Customer Communication Management solutions, companies can now retain customers, cross-sell and

up-sell, and increase customer loyalty more effectively.

From Forresters View of Customer Inbound and Outbound Cross -channel campaign

management, customer interacts across multi -channel such as email, SMS, direct mails, contact

centers, branches and company websites. Marketing interacts with every customer thru a

campaign management optimizing every opportunity to offer the best product. Marketing

campaigns can be added for immediate impact and decide whats next best action and perform

a rapid analysis to determine the right campaign mix.


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PORTRAIT DIALOGUE 5

Portrait Dialogue is a customer interaction solution that converts disparate customer interactions into a

connected two-way dialogue across all channels for greater customer engagement. It provides pre-built,

automated, multi-step phases which automate a dialogue as a two way conversation, resulting in

reduced internal workload, increased relevance, timeliness and engagement.

Business Benefits include:

Increase your marketing efficiency

Unify planning and collaboration across your entire team Automate processes to speed throughput Improve reusability of campaign assets Empower basic and casual users to design campaigns Centralize campaign management and administration Reduce reliance upon IT for campaign reportingImprove your effectiveness

Ensure customers are selected to only the right campaigns Refine targeting to ensure up-to-the-second accuracy Push information TO the marketer regarding areas of concern Gain actionable insight into real-time campaign performance Ensure insight is operationalizedat the point of interaction Empower customers to tell you what they actually care aboutAchieve customer-centricity

Engage customers where ever they chose to interact Orchestrate enduring, two-way dialogues across interactions Deliver campaigns which optimize the customer lifecycle Better predict actual customer needs with greater insight Understand and act upon customer event triggers Better balance the needs of the customer with the needs of the organization for mutual

benefit


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PORTRAIT INTERACTION OPTIMIZER

Portrait Interaction Optimizer is a packaged application that sits behind your existing systems to provide

the most accurate, targeted sales, service and retention offer, for each individual customer, at the

specific moment of interaction, whatever the channel. The decision of the best -next-action is

performed in real-time, using an organizations data, business rules and predictive analytics. It alsoenables customer data to be connected across business units and disparate channels, without

duplication, and multiple customer channels can be managed from a single view

Business Benefits include:

Interaction Optimizer for real time decisioning - retrieves information from across the

organization, combines business rules and predictive analytics into a centralized decision

center, then delivers real-time intelligent prompts or best next-action recommendations to

the point of interaction.

Consistent interactions drive exceptional customer experiences

Delight customers by pre-empting needs Recommend relevant and timely sales to customer Minimize defections by making it easier for customers to do business Ensure compliance with regulations Minimize risk exposure and deter fraudTurn inbound interactions into revenue and loyalty


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Ad-hoc Customer Quer

PORTRAIT CUSTOMER ANALYTICS

Portrait Self-service Analytics is an easy-to-use, browser-based customer data exploration solution

which empowers business users to uncover new areas of opportunity within their customer data.

Key Benefits:

Increase the availability of customer insight across the enterprise via thin client interface Increase the speed of decision-making via train-of-thought analysis Places control into the hands of the business user -- without requiring IT assistance

Secure, thin-cl ient interface Easy-to-use English language query -- no scripting required

Free up power analysts and IT resources for higher complexity projects

Role-based Analytic Portal


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PORTRAIT MINER

Portrait Miner is a powerful, easy-to-use, predictive analytics solution which extends existing marketing

and analytic environments by adding powerful 3D data visualization & rapid modeling automation.

Key Benefits include:

Improve targeting and campaign segmentation with point and click visualization and

automated modeling

Gain rapid insight and boost predictive model accuracy Uncover important data relationships Predict churn, cross sell, up-sell, loyalty, CLV

Achieve a 360 customer view

Improve customer insight by combining disparate data sets into single viewIncrease modeling throughput

more models, in less time

Increase the speed of decision-making with 3D views Deliver propensity scores at the push of a button Boost collaboration between business & analytics Leverage less advanced analytic resources

Interactive Data Exploration