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OpenText StreamServe CCM
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  1. OpenText StreamServe CCM Patrick JACCOUD – Executive Director ITSS

  2. ERP & Business-App. produce data not documents

  3. Customer’s issues : Discrete Documents • Multiple documents sent to the customer • No document consistency • Costly

  4. Approche StreamServe OpenText StreamServe benefits • Lower production costs • Brand consistency over all communication channels • Customer satisfaction • Clear, concise, consistent, & relevant

  5. Optimizing Document Communication Personalized Targeted Communications Automated and Integrated CRM SCM ERP Archiving Document Consolidation Document Distribution Document Composition DocumentGeneration <?xml version="1.0" encoding="utf-8" standalone="no"?> <ORDER_ACKNOWLEDGEMENT> <ORDERACK> <Distribution>Pdf</Distribution> <Duplicate>Duplicaat/ Herbevestiging</Duplicate> <Language>NL</Language> <OrderAckNumber>2807035</OrderAckNumber> <Currency>EUR</Currency> <Amount>15.087,50</Amount> <VATAmount>2.866,63</VATAmount> <Bla</Line> <ORDERACK_DATE> <DATE> <DateValue>20090929</DateValue> </DATE> </ORDERACK_DATE> <BUYER> <CONTACT> Improve customer experience: customized, proactive Improve operational efficiencies: automate document process in real-time

  6. StreamServe benefits for the bank • Business Perspective • (CEO, COO, EVP, Sales and Marketing Chiefs): • Lower Operational Costs • Dynamic Messaging • Personalised Documents • Customer Service • Multi-channel Distribution • Lower TOC • Compliance Reporting • Technical Perspective • (CIO/CTO, Head of Operations): • Non intrusive integration with T24 • Multiple references with T24 • Full support of XML and Unicode Document Process Management • High Volume Production Printing • Improved Operational Efficiency • Multiple Documents in Single Mailing

  7. Financial references

  8. OpenText StreamServe Architecture

  9. StreamServe Architecture StreamStudio Infrastructure StreamServer

  10. StreamServer : Document creation steps • Connect: Connectionto Business Application • Collect: Separationof data and format • Compose: Document design • Present: Document assembly • Manage: Runtimescalability, validation • Distribution: Multi-channel, Multi-formats

  11. Connection to Business Application • Directory scanning • S.O Architecture / Web services • HTTP Transactionnal communication (Web/J2EE…) • Virtual printer (LPR, TCP/IP…) • File transfer (FTP) • Bus messaging (MQSeries, MSMQ, JMSQ)

  12. Collect : Separationbetween data and format • Spool File • Flat file(CSV or data/value) • XML file (DTD, Schemas)

  13. Data dictionary • Output formats StoryTeller • Data dictionary (XML) • Patentedtechnology • Data formats

  14. Designer : Story Teller Monitor

  15. Business graphics management

  16. Intelligent layout management

  17. Unicode and Arabic support

  18. Single template with multi language support

  19. OMR & Barcodes support • Barcode • OMR code

  20. XML data output stream Monitor

  21. MS Excel output

  22. Integrationwith archive system &

  23. Presentation: documents assembly • All the documents processed by StreamServe are stored • Page independent • Device independent • All pages can be assembled, sorted, in any possible way

  24. 1 2 3 4 5 1 2 4 5 3 Present : documents assembly • Multiple documents in single envelop • Postal optimisation, sort and calculation of pages / envelop

  25. Manage: Runtime scalability • LoadBalancing • Faulttolerance, server redondancy • High availability (Clustering) • Job Parallelisation • Extensibility, Uploadscaling • Global security of production

  26. Manage : validation • Setup rules on documents for validation • Preview of document to validate • Document status • Waiting for approval • Rejected • Modified • Delete • Approved

  27. Multi-channeldistribution Connect Compose Multi-channel Distribution Collect • Printing • Mass printing (AFP) • Local printing (PCL, PostScript) • Electronicdistribution • E-mail (SMTP, MAPI, Notes) • Html E-mail • Web Publication (HTML) • SMS message • Fax servers • Electronic data : XML, CSV

  28. Print Archive Excel StreamServe abstract Email / PDF Mobile devices

  29. Leverage multi-channel distribution Print PDF email mobile Excell Web / Archive

  30. Thank You!