Pitney Bowes Software

Customer Interaction Solution and Customer Communication Management

Integrated Customer Communication Management and CUSTOMER INTERACTION SUITE

Profiling and Segmentation Data Prep & Composition Multi-Channel Output
Customer Response Management

Response Analysis

PORTRAIT SPECTRUM

SAGENT DATAFLOW DOC1 Suite Content Author

e2 Suite Web Presentment e-Messaging

PORTRAIT

PORTRAIT

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 consi stency, efficiency and impact. Empower your customers to reach out with new technologies and tools for a higher 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.

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 vi ew where a comprehensive set of data transformation tools can merge and cleanse the data to enhance its business value. Once data is transformed, 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 business analyses 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 simplify 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 data format. 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.

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 different applications 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

DOC1 Suite
DOC1 Designer allows desktop and remote users to author and design powerf ul, 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 conventions data 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 millions. 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, such as 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 functionality including: 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.

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 allow 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 a window 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.

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 accounting statements. 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 routing Email-based review capabilities ensure that all business units can monitor 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 messages through 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 customer documents, 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 messages Create one-to-one messages with colorful graphics in minutes, using data selection criteria gleaned from variety of sources. Thi s can also be used to create and embed general, non-targeted content in customer documents. Flexible message priority settings Rank message importance to help determine which of two messages 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.

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-fly 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

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 re cord 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 text communications 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

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/I Output 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 multi ple simultaneous outputs from a single input.

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 an organization. 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 visibility necessary to effectively run their business. Pitney Bowes Business Insight provides the tools you need to create and maintain up-to-date information consistent, 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.

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 as name-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 to be evaluated using transactional match

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

Best-of-breed: Selects a best-of-breed record from the duplicates cluster by selecting a primary/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.

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, including product names, branding elements and business-specific terms

Multi-level standardization Standards include changing full words to abbreviations and vice versa, 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 rules or govern industry terms, company name derivatives, nicknames, business terms, etc.

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 compounded with 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 as purchased 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 usable components. The Universal Name Module provides the flexibility you need to build a clea n record format for further processing. Name Separation allows names to be separated into multiple elements, including title, first name, middle name, surname, suffix and business title. International Knowledgebase compare records against referential data that includes millions of name variations across 204 cultures. The Universal Name Module also provides optional name libraries with extensive knowledge of Arabic and Asian names. Name Variants locates naming variations which may have been entered into your database as a 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 Ethnicity provides gender and ethnicity information for targeted or customized marketing Custom Terms enables you to create your own list of custom terms to use as the basis for scan and extract operations

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 flexibility 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

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 relationships between data and geography, MapInfo Professional helps business analysts, planners, GIS professionals even non-GIS users gain 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 tile-data Move Map To

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 capability 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.

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 reporting Improve 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 about Achieve 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

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 also enables 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 fraud Turn inbound interactions into revenue and loyalty

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-client 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

Ad-hoc Customer Query

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 view Increase 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