electronic customer portal system. reducing risks – increasing efficiency – lowering costs...

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Electronic Customer Portal System

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Electronic Customer Portal System

                                                                                                                       

Reducing Risks – Increasing Efficiency – Lowering Costs

• Secure Internet based Communication Gateway direct to your customers desktop

• Automates, Guarantees and Controls the transfer and update of documents and digital content

• Monitors and reports on all company/end user activities, against extensive Audit Trail database.

• Provides a unique vehicle for direct to the customer Target Marketing and Sales

Coview Summary

                                                                                                                       

Reducing Risks – Increasing Efficiency – Lowering Costs

• Direct to Customer’s Computer Desktop

• Simple ‘one time download’ by customers

• Two way communication • Company to Customer• Customer to Company

• Supports multiple level company structures

• Highly secure environment

• Simple to Implement

• Flexible to fit your environment

Coview Summary

                                                                                                                       

Reducing Risks – Increasing Efficiency – Lowering Costs

Documents

CBT

DVDS

Electronic Books

Operation Guides

Manuals

Financial Papers

Customers

Partners

Students

Distributors

Prospects

Management

Employees

Coview

Electronic

Customer

Portal

System

Post

Fax

Email

Website

Coview Summary

                                                                                                                       

Reducing Risks – Increasing Efficiency – Lowering Costs

Components

• Central Administration of Customers and Documents

• One-time ‘client’ download

• Automated Document Distribution

• Post Publication Document Control

• Visual Update Alert to Customers

• Audit Trail supports Ops/Compliance

• Application Form support

• Direct Marketing to Customer Desktop

                                                                                                                       

Reducing Risks – Increasing Efficiency – Lowering Costs

Computer Based Training

Product Manual updates

Insurance Documents - Compliance

Operational Guidelines (internal)

Document Control

Documents to worldwide Distributors

Distribution of material to members

Electronic Book Distribution

Customer Applications

                                                                                                                       

Reducing Risks – Increasing Efficiency – Lowering Costs

• Diverse Media Types• Documents, DVD, Computer Based Training (CBT), etc.

• Maintains Multiple Customer Types• Established Customers with Permanent Coview links• One time customers with secure Coview wrapper

• Establishes ‘Point of Access’ to Company Services

• Company defined HTA (HTML) pages• Document and Company Information Library• Links to website, service desk etc.• ‘Dynamic Area’ for promotions, information alerts

Operations

                                                                                                                       

Reducing Risks – Increasing Efficiency – Lowering Costs

• Provides seamless access to documents• Through standard file icons on desktop• Automated routing to updated documents

• Internet based communication• Direct and secure • Eliminates problems with outdated email addresses

• Meets industry compliance requirements • Provides proof of delivery• Comprehensive Audit trails

• Extends the company’s DMS to multiple channelled distribution base

• Structured Catalogue Environment helps to organise/maintain document repository where no DMS exists

Operations

                                                                                                                       

Reducing Risks – Increasing Efficiency – Lowering Costs

• Security• 256 bit SHA encryption between company and customer• Multiple level security controls all access to documents• Multiple level security by user or user category

• Protection of documents, files• Information Rights Management

- Controls content following transmission to customer

- Security settings can be set for each document

- Optionally stops copying, printing, emailing

• Digital Rights Management

- Prevents unauthorised copying of digital content

- Accepts multiple applications, DVDs, eLearning, eBooks etc.

- Multiple settings to control access eg single machine at a time, first machine only etc.

Operations

                                                                                                                       

Reducing Risks – Increasing Efficiency – Lowering Costs

• Internet Based

• No Special hardware or software

• SQL Database

• Clients require Windows (Vista, XP, 2000)

• Fully Scalable

Technical Summary

                                                                                                                       

Reducing Risks – Increasing Efficiency – Lowering Costs

• Automates document distribution

• Multiple Channel Distribution of documents

• Guaranteed Document Delivery

• Complete Control over distributed documents

• Latest Version Documents always in use

• Secure and Direct Gateway to Customers

Business Summary

                                                                                                                       

Reducing Risks – Increasing Efficiency – Lowering Costs

• Addresses compliancy requirements and reduces risk

• Full Audit of document activity monitoring document related activity and produces exception reports

• Improved service to customers through enhanced accuracy and access to information

• New direct marketing channel to existing customers

Business Summary

                                                                                                                       

Electronic Customer Portal System