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Electronic Customer Portal System

Electronic Customer Portal System. Coview Summary. Secure Internet based Communication Gateway direct to your customers desktop Automates, Guarantees and Controls the transfer and update of documents and digital content

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Electronic Customer Portal System

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  1. Electronic Customer Portal System

  2. Coview Summary • 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

  3. Coview Summary • 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

  4. Coview Summary Customers Partners Students Distributors Prospects Management Employees Coview Electronic Customer Portal System Post Fax Documents CBT DVDS Electronic Books Operation Guides Manuals Financial Papers Email Website

  5. 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

  6. Customer Applications Documents to worldwide Distributors Computer Based Training Electronic Book Distribution Product Manual updates Distribution of material to members Operational Guidelines (internal) Insurance Documents - Compliance Document Control

  7. Operations • 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

  8. Operations • 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 DMSto multiple channelled distribution base • Structured Catalogue Environment helps to organise/maintain document repository where no DMS exists

  9. Operations • 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.

  10. Technical Summary • Internet Based • No Special hardware or software • SQL Database • Clients require Windows (Vista, XP, 2000) • Fully Scalable

  11. Business Summary • 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

  12. Business Summary • Addresses compliancy requirementsand reduces risk • Full Audit of document activitymonitoring document related activity and produces exception reports • Improved service to customersthrough enhanced accuracy and access to information • New direct marketing channel to existing customers

  13. Electronic Customer Portal System

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