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В этом - одно из преимуществ Битрикс24 перед другими системами.\r\n\r\nУчет потенциальных клиентов\r\nВ CRM ведется учет всех ваших клиентов и не только. Любая «зацепка» (в Битрикс24 - это «лед»), которая в будущем может стать реальным клиентом, фиксируется. Это может быть email, пропущенный звонок, событие.\r\nЗадача менеджера по продажам - выяснить, кто это и каким из ваших товаров или услуг интересуется этот потенциальный клиент. Когда эта информация появляется, лед конвертируется в контакт и компании (если клиент представляет юридическое лицо), а затем в соглашение (когда намечается продажа).\r\nРабота по такому сценарию (от лида контакт и до операции) в CRM системе Битрикс24 позволяет максимально «дожать» все потенциальные зацепки и проанализировать эффективность работы отдела продаж.\r\n\r\nEmail-трекер в CRM\r\nВы общаетесь с клиентом в почте, Email-трекер незаметно для вас фиксирует переписку в CRM. В CRM всю переписку с клиентами по электронной почте хранится в истории. Даже если сотрудник уволится, информация останется в CRM.\r\nБыстрое подключение к CRM почтового ящика для каждого сотрудника (IMAP)\r\nТрекинг входящих и исходящих писем в CRM\r\nАвтоматическое создание лидов по новым входными и выходными письмами\r\nСохранение переписки с известными контактами в карточке клиента\r\nЯщики @ bitrix24 и со своим доменом подключаются к CRM автоматически\r\n\r\n1С-трекер в CRM\r\nОбогащайте свою CRM данными. 1С-трекер - это дополнительный источник информации о ваших клиентов. 1С-трекер работает незаметно для вас и связывает офлайн-продажи с онлайн-CRM в режиме реального времени.\r\nБыстрое и простое подключение 1С в Битрикс24.CRM\r\nВыгрузка всей истории продаж и клиентов с 1С: Управление торговлей, 1С: ERP и всех торговых систем на платформе 1С: Предприятие\r\nВыгрузка любых документов и клиентов по 1С: Бухгалтерии и всех учетных систем на платформе 1С: Предприятие (название, номер, сумма, ответственный, ссылку на документ в 1С)\r\nИдентификация клиента и поиск дубликатов по ФИО, телефон, email, идентификатором контрагента\r\nПодключение любого количества 1С к одному Битрикс24\r\n\r\nТелефония в CRM\r\nВсе звонки клиентов можно учитывать в облачной CRM-системе. Работа со звонками строится в CRM с телефонией.\r\nЕсли клиент звонит впервые, менеджер сможет сразу во время звонка добавить новый контакт в CRM и указать, каким товаром или услугой интересовался клиент.\r\nВсе звонки записываются без ограничения их количества (такая возможность есть, вы всегда можете ее отключить). Это полезно и руководителям (проверить, как менеджеры общаются с клиентами, выявить лучшие сценарии продаж), и самим менеджерам (подробно восстановить все договоренности с клиентом). Это почти CRM call центр.\r\n\r\nЗвонки от постоянных клиентов\r\nКогда ваш постоянный клиент звонит вам, звонок попадает сразу нужном менеджеру. Клиенту не нужно ждать, пока его переключат.\r\nМенеджер на экране видит карточку клиента фото, имя и фамилия, предварительные заказы, предпочтения. Он не переспрашивает клиента, он заказывал - вся информация уже есть. Если менеджера нет рядом с компьютером, с CRM IP телефония перенаправляет звонок на его мобильный телефон.\r\n\r\nЕсли звонок пропущенный\r\nДаже если звонок пропущен, возможности CRM-системы позволяют учесть его. Менеджер, отвечающий за этого клиента или все новые входящие звонки (если поступил звонок с неизвестного номера), получит уведомление и сможет перезвонить клиенту. Ни один звонок не потеряется.\r\n\r\nВаши клиенты\r\nВ облачной CRM системе у вас два списка клиентов: контакты и компании.&nbsp;\r\nБорьба с дубликатами\r\nВозможно, в списке ваших контактов есть дубликаты: или менеджер добавил клиента повторно, или с тем же клиентом когда-то работал другой сотрудник и уже внес его в CRM облако. В «Битрикс24» вы легко проверите имеющуюся базу и объедините дубликаты. У вас 4 варианта работы с дублями: пропустить, восстановить, дополнить, создать новый.\r\nВ дальнейшем CRM Битрикс24 предотвратит самом появлении дубликатов. Система обнаружит дубли сразу же при создании нового лида, контакта или компании, а также при импорте.\r\nПланирование дел\r\nПланируйте работу с клиентами в простой CRM: ставьте задачи коллегам, назначайте встречи с клиентами, планируйте звонки, присылайте письма. Определяйте приоритетные направления в работе, за которым многие запланированные срочных дел. Отбирайте однотипные дела с помощью фильтра, например, все звонки на сегодня.\r\nПисьма клиентам\r\nОтправьте групповой письмо прямо из списка лидов, контактов или компаний. Просьба одному или сразу многим адресатам. Прикрепите к письму или изображения.\r\nДля составления стандартных писем используйте шаблоны-заготовки. Подставьте в шаблоны информацию с CRM, чтобы ваши письма стали персонифицированными.\r\nУправление соглашениями\r\nСоглашение - конечная цель и желаемый результат работы. Отмечайте в CRM, на каком этапе сейчас сделка: в обработке, в ожидании дополнительной информации, на стадии переговоров, коммерческого предложения или уже заключена.\r\nЕсли у вас несколько направлений бизнеса, вы можете создать мультиворонкы с различными стадиями соглашения и различными полями (например, Продажа автомобилей и Сервисное обслуживание).\r\nКанбан\r\nВсе ваши сделки и лиды можно представить в виде карточек на Канбан-доске. В этих карточках вы планируете дела (звонки, письма, задания) и выполняете их. Затем перемещении карточку на новый этап. Сразу видно: в каком статусе находятся ваши сделки, что нужно сделать и когда - вы ничего не пропустите.\r\nВ карточке можно не только планировать, но и сразу выполнять дела: звонить, отправлять письма, писать клиентам в мессенджер.\r\nЖурнал доступа к данным и восстановления\r\nCRM фиксирует каждое действие со всеми документами в журнале доступа. Вы легко отследите, кто, когда и что делал в CRM (например, кто просматривал карту клиента, кто экспортировал).\r\nИз истории изменений в CRM вы сможете при необходимости восстановить вручную предыдущие значения (если, например, работник ошибочно изменил номер телефона клиента, в истории можно найти предыдущий вариант и сохранить правильный номер).\r\nСвязи в CRM\r\nЛюбые ваши действия с сущностями CRM (соглашениями, контактами и т.д.) фиксируются и сохраняются в истории.\r\nВ любой момент вы получите подробную информацию обо всех процедурах работы с этой сущностью и быстро поймете, чтобы было сделано вами или другими менеджерами.\r\nУмный поиск по CRM\r\nВ CRM встроенный собственный поисковый механизм, который выводит информацию только по базе CRM. «Умный» поиск экономит время, сильно сужая поиск и освобождая менеджера от перебора лишней информации.\r\nБизнес-процессы: Работы и триггеры\r\nСнижайте влияние человеческого фактора - автоматизироваться стандартные действия сотрудников.\r\nРаботы. Создавайте сценарии, по которым CRM будет вести соглашение вперед: ставить задачи, планировать встречи, запускать рекламу и выставлять счета. Работы подскажут менеджеру, что нужно сделать на каждом этапе операции - он ничего не забудет и докажет операцию до конца.\r\nРаботы автоматически запускают таргетированную рекламу на контакты с CRM. Это дает уникальные возможности для увеличения конверсии в продаже или для повторных продаж.\r\nТриггеры - автоматически реагируют на действия клиентов (например, на посещение, комментарий в соцсети, звонок) и запускают робота, который поможет «дожать» лед к соглашению.\r\nАналитические отчеты\r\nОценивайте эффективность менеджеров, прогнозируйте доход. Проявляйте критические точки и своевременно корректируйте работу. Руководитель видит полную картину, менеджер - отчет по данным своих клиентов.\r\nОтчеты доступны в разрезе по сделкам, лидами, контактам, компаниям, счетам и предложениям.\r\nСпециальный сводный отчет включает в себя все важные отчеты по каждому разделу CRM. Чтобы быстро информацию и оценить ситуацию в разделе CRM, достаточно переключить представления - из обычного списка данных на страницу с аналитическими отчетами.\r\nЧто такое воронка продаж? Это главный отчет в CRM. Воронка продаж CRM строится онлайн, как и другие отчеты. Этапы воронки продаж - это сделки на различных стадиях. Построение воронки продаж основывается на данных о том, какой процент сделок завершено, которые пока в работе.\r\nЕсли вам не хватает готовых отчетов, создайте их под задачи отдела или компании.\r\nСтартCRM\r\nЕдинственная «точка» доступа ко всем каналам: телефонии, почте, открытым линиям. Здесь вы можете подключить нужный канал и следить за его эффективностью.\r\nДанные автоматически собираются на одной странице, где вы видите: нагрузка по каждому каналу, количество необработанных возможностей (лидов) и суммы операций за различные периоды. Легко понять - канал приносит деньги, а какой не работает.","shortDescription":"Битрикс24 - это бесплатная онлайн CRM (для компаний до 12 сотрудников).","type":"Service","isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":15,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Битрикс24","keywords":"Битрикс24, клиентов, продаж, клиента, звонок, звонки, клиентами, клиент","description":"Омниканальна CRM\r\nБитрикс24.CRM работает незаметно и становится частью вашей компании.\r\nБитрикс24.CRM объединяет все каналы коммуникаций с клиентами: звонки, письма, обращения через соцсети, с сайта, через веб-формы, оплату в 1С и другие.\r\nВам достаточно подкл","og:title":"Битрикс24","og:description":"Омниканальна CRM\r\nБитрикс24.CRM работает незаметно и становится частью вашей компании.\r\nБитрикс24.CRM объединяет все каналы коммуникаций с клиентами: звонки, письма, обращения через соцсети, с сайта, через веб-формы, оплату в 1С и другие.\r\nВам достаточно подкл","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Bitriks24.png"},"eventUrl":"","translationId":7057,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"},{"id":363,"title":"Project and Portfolio Management","alias":"project-and-portfolio-management","description":"<span style=\"font-weight: bold;\">Project Portfolio Management (PPM)</span> is the centralized management of the processes, methods, and technologies used by project managers and project management offices (PMOs) to analyze and collectively manage current or proposed projects based on numerous key characteristics. The objectives of PPM are to determine the optimal resource mix for delivery and to schedule activities to best achieve an organization’s operational and financial goals, while honouring constraints imposed by customers, strategic objectives, or external real-world factors. The International standard defines the framework of the Project Portfolio Management.\r\nPPM provides program and project managers in large, program/project-driven organizations with the capabilities needed to manage the time, resources, skills, and budgets necessary to accomplish all interrelated tasks. It provides a framework for issue resolution and risk mitigation, as well as the centralized visibility to help planning and scheduling teams to identify the fastest, cheapest, or most suitable approach to deliver projects and programs. Portfolio Managers define Key Performance Indicators and the strategy for their portfolio.\r\n<span style=\"font-style: italic;\">Pipeline Management.</span> Pipeline management involves steps to ensure that an adequate number of project proposals are not generated and not evaluated to determine whether (and how) a set of projects in the portfolio can be executed with finite development resources in a specified time. There are three major sub-components to pipeline management: ideation, work intake processes, and Phase-Gate reviews. Fundamental to pipeline management is the ability to align the decision-making process for estimating and selecting new capital investment projects with the strategic plan.\r\n<span style=\"font-style: italic;\">Resource Manager.</span> The focus on the efficient and effective deployment of an organization’s resources where and when they are needed. These can include financial resources, inventory, human resources, technical skills, production, and design. In addition to project-level resource allocation, users can also model ‘what-if’ resource scenarios, and extend this view across the portfolio.\r\n<span style=\"font-style: italic;\">Change Control.</span> The capture and prioritization of change requests that can include new requirements, features, functions, operational constraints, regulatory demands, and technical enhancements. PPM provides a central repository for these change requests and the ability to match available resources to evolving demand within the financial and operational constraints of individual projects.\r\n<span style=\"font-style: italic;\">Financial Management.</span> With PPM, the Office of Finance can improve their accuracy for estimating and managing the financial resources of a project or group of projects. In addition, the value of projects can be demonstrated in relation to the strategic objectives and priorities of the organization through financial controls and to assess progress through earned value and other project financial techniques.\r\n<span style=\"font-style: italic;\">Risk Management.</span> An analysis of the risk sensitivities residing within each project, as the basis for determining confidence levels across the portfolio. The integration of cost and schedule risk management with techniques for determining contingency and risk response plans, enable organizations to gain an objective view of project uncertainties.","materialsDescription":" <span style=\"font-weight: bold;\">What’s the difference between Project Management and Project Portfolio Management?</span>\r\nProject management is focused on an individual project, making sure it achieves its objectives and adheres to cost schedule baselines and performance standards. Project portfolio management, on the other hand, takes into consideration all the projects within a portfolio. The primary objective here is to select and maintain the appropriate mix of projects and to assess the costs, risks, and returns of running these projects in relation to how they match with organizational goals. Simply put, project management is about doing the project right, project portfolio management is about doing the right projects.\r\n<span style=\"font-weight: bold;\">What Problems Can Project Portfolio Management Address?</span>\r\nProject Portfolio Management helps companies avoid project overload and work on projects that are not aligned with the ultimate vision. In other words, project portfolio management helps companies to work towards their goals without getting sidetracked by too many shiny pennies (ie. projects that appear to be enticing but actually drain their resources for little return).\r\n<span style=\"font-weight: bold;\">How does Project Portfolio Management help with new product development?</span>\r\nProject Portfolio Management supports companies in assessing, evaluating and ranking new product ideas before they become projects, so that time, money and human resources can be spent working on projects that support strategic objectives. This becomes increasingly important and relevant for companies that receive dozens if not hundreds of project proposals.\r\n<span style=\"font-weight: bold;\">What are the key elements of successful portfolio management?</span>\r\nGoals, objectives, governance, approval processes and monitoring portfolio performance.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Project_and_Portfolio_Management.png"},{"id":66,"title":"BPM - Business Process Management","alias":"bpm-business-process-management","description":"<span style=\"font-weight: bold; \">Business process management (BPM)</span> is a discipline in operations management in which people use various methods to discover, model, analyze, measure, improve, optimize, and automate business processes. BPM focuses on improving corporate performance by managing business processes. Any combination of methods used to manage a company's business processes is BPM. Processes can be structured and repeatable or unstructured and variable.\r\nAs an approach, BPM sees processes as important assets of an organization that must be understood, managed, and developed to announce and deliver value-added products and services to clients or customers. This approach closely resembles other total quality management or continuous improvement process methodologies. ISO 9000 promotes the process approach to managing an organization.<span style=\"font-weight: bold; \"></span>\r\n<span style=\"font-weight: bold; \">Successfully employing BPM usually involves the following:</span>\r\nOrganizing around outcomes not tasks to ensure the proper focus is maintained\r\nCorrecting and improving processes before (potentially) automating them; otherwise all you’ve done is make the mess run faster\r\nEstablishing processes and assigning ownership lest the work and improvements simply drift away – and they will, as human nature takes over and the momentum peters out\r\nStandardizing processes across the enterprise so they can be more readily understood and managed, errors reduced, and risks mitigated\r\nEnabling continuous change so the improvements can be extended and propagated over time\r\nImproving existing processes, rather than building radically new or “perfect” ones, because that can take so long as to erode or negate any gains achieved\r\n<span style=\"font-weight: bold; \">Business Process Management Software (BPMS)</span> is a process automation tool. It helps you map out your everyday processes to identify and eliminate bottlenecks, control your company’s costs, make your day-to-day processes as efficient as possible, and ensure the effectiveness of the people involved in your processes. A business process management solution to a company’s needs begins with the alignment of business goals with an eye toward creating value through process change initiatives. This alignment leads to a thorough understanding and design of representative processes typically following an industry standard framework \r\nA BPM based foundation provides for complete lifecycle management of business processes, integration across technologies, and imbeds efficiency among people, processes, and technologies.\r\nCommercial business process management tools tend to center on the automation of business processes, essentially moving them from manual pen-and-paper endeavors to effortless automated transactions. BPM software products track how business information is used and then maps the relevant business process and ensure that transactions are done accordingly. This effectively shows where data and process bottlenecks occur and highlights various deficiencies in business processes, including areas where resources are wasted, allowing managers streamline and optimize those processes.\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">There are three key types of BPMS:</span></p>\r\n<span style=\"font-weight: bold; \">Efficiency Monitors:</span>Monitors every system of the enterprise for inefficiency in the processes by following it from start to finish. BPM program accurately pinpoints weakness and bottlenecks where customers might get frustrated and discontinue transactions and processes.\r\n<span style=\"font-weight: bold; \">Workflow Software:</span> Uses detailed maps of an existing processes and tries to streamline them by optimizing certain steps. BPM workflow software cannot suggest improvements to the process, only optimize it, so this software is only as good as the process itself.\r\n<span style=\"font-weight: bold; \">Enterprise Application Integration Tools:</span> A mixture of efficiency monitors, process and workflow management, EAI software is used to integrate legacy systems into new systems. This software can be used to map points for integrating old and new systems, optimizing their information-gathering characteristics and increasing the efficiency of system communications.<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\">What Are the Types of Business Process Management Software?</h1>\r\n<p class=\"align-center\">There are <span style=\"font-weight: bold; \">three basic kinds</span> of BPM frameworks:</p>\r\n<span style=\"font-weight: bold; \">Horizontal frameworks.</span>They deal with design and development of business processes. They are generally focused on technology and reuse.\r\n<span style=\"font-weight: bold; \">Vertical BPM frameworks.</span>&nbsp; This focuses on specific sets of coordinated tasks, using pre-built templates which can be easily deployed and configured.\r\n<span style=\"font-weight: bold; \">Full-service BPM suites.</span>&nbsp; They have five basic components: Process discovery and project scoping; Process modeling and design; Business rules engine; Workflow engine; Simulation and testing.\r\n<p class=\"align-center\">There are <span style=\"font-weight: bold; \">two types of BPM software</span> as it pertains to deployment:<span style=\"font-weight: bold; \"></span></p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">On-premise</span> business process management (BPM). This has been the norm for most enterprises.</p>\r\n<span style=\"font-weight: bold; \">Software as a Service (SaaS).</span> Advances in cloud computing have led to an increased interest in various “software-on-demand” offerings.\r\n<h1 class=\"align-center\">What are BPM Tools?</h1>\r\n<span style=\"font-weight: bold; \">Business Process Management (BPM) tools</span> are used for automating, measuring and optimizing business processes. BPM automation tools use workflow and collaboration to provide meaningful metrics to business leaders.\r\n<span style=\"font-weight: bold; \">Misconceptions about BPM Tools.</span> There’s a common misconception that BPM tools do not easily demonstrate their benefit to the organization. While the benefit from using BPM tools can be hard to quantify, it can be expressed more effectively in terms of business value.\r\n<span style=\"font-weight: bold; \">Process Management Tools.</span> Tools that allow process managers (those that are responsible for organizing the process or activity) to secure the resources needed to execute it, and measure the results of the activity, providing rewards or corrective feedback when necessary. Process manager tools also allows process managers to change and improve the process whenever possible.\r\n<span style=\"font-weight: bold;\">Process Modeling Tools.</span> Software tools that let managers or analysts create business process diagrams. Simple tools only support diagramming. Professional Process Modeling Tools store each model element in a database so that they can be reused on other diagrams or updated. Many business process improvement software supports simulation or code generation.<br /><br /><br />","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/BPM_-_Business_Process_Management.png"},{"id":182,"title":"CMS - Content management system","alias":"cms-content-management-system","description":"A content management system (CMS) manages the creation and modification of digital content. It typically supports multiple users in a collaborative environment.\r\nCMS features vary widely. Most CMSs include Web-based publishing, format management, history editing and version control, indexing, search and retrieval. By their nature, content management systems support the separation of content and presentation.\r\nContent management software solutions are typically used for enterprise content management systems (ECM) and web site content management systems (WCM). An ECM facilitates collaboration in the workplace by integrating document management, digital asset management and records retention functionalities, and providing end users with role-based access to the organization's digital assets. A WCM facilitates collaborative authoring for websites. ECM software often includes a WCM publishing functionality, but ECM webpages typically remain behind the organization's firewall.\r\nBoth enterprise content management and web content management systems have two components: a content management application (CMA) and a content delivery application (CDA). The CMA is a graphical user interface (GUI) that allows the user to control the design, creation, modification and removal of content from a website without needing to know anything about HTML. The CDA component provides the back-end services that support management and delivery of the content once it has been created in the CMA.\r\nDigital asset management systems are another type of CMS. They manage content with a clearly defined author or ownership, such as documents, movies, pictures, phone numbers, and scientific data. Companies also use CMSs to store, control, revise, and publish documentation.\r\nBased on market share statistics, the most popular CMS is WordPress, used by more than 28% of all websites on the Internet, and by 59% of all websites using a known content management system, followed by Joomla and Drupal.\r\n<span style=\"font-weight: bold;\">Content management systems typically provide the following features:</span>\r\n<ul><li>Search engine optimization</li><li>Integrated and online documentation</li><li>Modularity and extensibility</li><li>User and group functionality</li><li>Templating support for changing designs</li><li>Installation and upgrade wizards</li><li>Integrated audit logs</li><li>Compliance with various accessibility frameworks and standards, such as WAI-ARIA</li><li>Reduced need to code from scratch</li><li>Unified user experience</li><li>Version control</li><li>Edit permission management</li></ul>","materialsDescription":"<h1 class=\"align-center\"> <span style=\"font-weight: normal;\">What is a CMS?</span></h1>\r\nAnswer: CMS is an acronym for &quot;Content Management System&quot;. You may see some variations on this term, but they all refer to the same concept. Variations include:\r\n<ul><li>Content Management System</li><li>Web CMS</li><li>Web Content Management System</li><li>CMS Platform</li><li>Content Management Platform</li><li>CMS System</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What does a CMS do?</span></h1>\r\n<p class=\"align-left\">In it's simplest terms, Content Management Systems are designed to help users create and manage their websites. Content management solutions help webmasters manage the many different resources, content types and various data that make up modern web sites.</p>\r\n<p class=\"align-left\">At a minimum, modern websites make use of HTML, CSS, JavaScript and images (jpeg, gif, png, etc) to create web content for visitors to read. At the core of every CMS is the ability to organize these resources and generate valid content that can be read by web browsers. </p>\r\n<p class=\"align-left\">More advanced websites have interactive components (comment sections, forums, e-commerce...) that requires server software to validate and save user submitted content.<br />All of the top CMS platforms have features built-in or available for download as addons for all of these features.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the main types of CMS?</span></h1>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Simple CMS.</span> This system is used to create simple websites that contain several pages using simple control systems. Simple content management systems consist of several modules that are set one time. These CMSs are free and are available on the internet. Among their disadvantages are the inability to change settings, low transmission capacity, inability to create pages dynamically and the inability of ato delegateion of administrator’s credentials to others.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Template CMS.</span> It consists of modules as well, but its structure is more complex if compared to a simple CMS. Template CMS has high transmission capacity, around 50,000 inquiries. Also, it has the support of dynamic pages and the ability to delegate the administrator’s credentials. Many template systems are used to create website content because they are easy to use.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Professional CMS</span>. This type of CMS has a higher level of complexity. You may change the structure of internet resources. Additional modules can be attached to these systems. These systems are used to create information portals or massive projects. As a rule, these CMSs are a paid resource.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Universal CMS</span>. Universal systems have wide functionality and ample opportunities to develope websites of any complexity. They support the functions of changing the structure, creating dynamic pages, modification of settings and credential distribution. Universal CMS is quite expensive. These CMSs are used for work with large portals and web-projects that require high functionality and dynamics.<br /><br /><br /><br /><br /><br /></p>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CMS_-_content_management_system.png"}],"characteristics":[],"concurentProducts":[{"id":4938,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/ibm_filenet_p8_platform.png","logo":true,"scheme":false,"title":"IBM FileNet P8 Platform","vendorVerified":0,"rating":"0.00","implementationsCount":1,"suppliersCount":0,"supplierPartnersCount":100,"alias":"ibm-filenet-p8-platform","companyTitle":"IBM","companyTypes":["supplier","vendor"],"companyId":177,"companyAlias":"ibm","description":"The FileNet P8 platform offers enterprise-level scalability and flexibility to handle the most demanding content challenges, the most complex business processes, and integration to all your existing systems. FileNet P8 is a reliable, scalable, and highly available enterprise platform that enables you to capture, store, manage, secure, and process information to increase operational efficiency and lower total cost of ownership. FileNet P8 enables you to streamline and automate business processes, access and manage all forms of content, and automate records management to help meet compliance needs.<br />\r\nThe FileNet P8 family of products includes back-end services, development tools, and applications that address enterprise content and process management requirements.\r\n<span style=\"font-weight: bold;\">Content management</span><br />At the core of the platform are repository services for capturing, managing, and storing your business-related digital assets. Multiple repositories, called object stores, can be created and managed within a single system to serve your business requirements.<br />\r\n<span style=\"font-weight: bold;\">Integration with external content repositories</span><br />\r\nIBM® FileNet Content Federation Services enables you to integrate data in an external repository with FileNet P8 and access the documents as though they are stored in an object store. An external repository acts like a virtual storage area for the Content Platform Engine system.<br />\r\n<span style=\"font-weight: bold;\">Workflow management</span><br />\r\nFileNet P8 lets you create, modify, manage, analyze, and simulate business processes, or workflows, that are performed by applications, enterprise users, and external users such as partners and customers.<br />\r\n<span style=\"font-weight: bold;\">Application environment</span><br />\r\nThe FileNet P8 platform includes an application environment to provide users with enterprise content management (ECM) functionality. IBM Content Navigator is a web client that provides users with a console for working with content from multiple content servers, including content that is stored on Content Platform Engine object stores.<br />\r\n<span style=\"font-weight: bold;\">Application integration</span><br />\r\nFileNet P8 tools help you integrate with various vendor applications.<br />\r\n<span style=\"font-weight: bold;\">Records management</span><br />\r\nDesigned to solve today's process-oriented enterprise records management and compliance needs, IBM Enterprise Records is a records management solution that can help companies manage risk through effective, enforceable records management policy, for achievable and cost-effective compliance. IBM Enterprise Records is fully integrated with the FileNet P8 platform.<br />\r\n<span style=\"font-weight: bold;\">System management</span><br />\r\nFileNet P8 provides a complete set of system administration tools that allow for monitoring, validation, and configuration changes from a central location with a dispersed deployment. These tools, described in the following sections, can be used to manage the entire system.<br />\r\n<span style=\"font-weight: bold;\">Enterprise capabilities</span><br />\r\nFileNet P8 components provide the enterprise-level capabilities that are required for solving critical business requirements. This section enumerates these product characteristics.","shortDescription":"IBM® FileNet® P8 Platform is a next-generation, unified enterprise foundation for the integrated IBM FileNet P8 products. ","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":9,"sellingCount":20,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"IBM FileNet P8 Platform","keywords":"","description":"The FileNet P8 platform offers enterprise-level scalability and flexibility to handle the most demanding content challenges, the most complex business processes, and integration to all your existing systems. FileNet P8 is a reliable, scalable, and highly avail","og:title":"IBM FileNet P8 Platform","og:description":"The FileNet P8 platform offers enterprise-level scalability and flexibility to handle the most demanding content challenges, the most complex business processes, and integration to all your existing systems. FileNet P8 is a reliable, scalable, and highly avail","og:image":"https://old.roi4cio.com/fileadmin/user_upload/ibm_filenet_p8_platform.png"},"eventUrl":"","translationId":4939,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":182,"title":"CMS - Content management system","alias":"cms-content-management-system","description":"A content management system (CMS) manages the creation and modification of digital content. It typically supports multiple users in a collaborative environment.\r\nCMS features vary widely. Most CMSs include Web-based publishing, format management, history editing and version control, indexing, search and retrieval. By their nature, content management systems support the separation of content and presentation.\r\nContent management software solutions are typically used for enterprise content management systems (ECM) and web site content management systems (WCM). An ECM facilitates collaboration in the workplace by integrating document management, digital asset management and records retention functionalities, and providing end users with role-based access to the organization's digital assets. A WCM facilitates collaborative authoring for websites. ECM software often includes a WCM publishing functionality, but ECM webpages typically remain behind the organization's firewall.\r\nBoth enterprise content management and web content management systems have two components: a content management application (CMA) and a content delivery application (CDA). The CMA is a graphical user interface (GUI) that allows the user to control the design, creation, modification and removal of content from a website without needing to know anything about HTML. The CDA component provides the back-end services that support management and delivery of the content once it has been created in the CMA.\r\nDigital asset management systems are another type of CMS. They manage content with a clearly defined author or ownership, such as documents, movies, pictures, phone numbers, and scientific data. Companies also use CMSs to store, control, revise, and publish documentation.\r\nBased on market share statistics, the most popular CMS is WordPress, used by more than 28% of all websites on the Internet, and by 59% of all websites using a known content management system, followed by Joomla and Drupal.\r\n<span style=\"font-weight: bold;\">Content management systems typically provide the following features:</span>\r\n<ul><li>Search engine optimization</li><li>Integrated and online documentation</li><li>Modularity and extensibility</li><li>User and group functionality</li><li>Templating support for changing designs</li><li>Installation and upgrade wizards</li><li>Integrated audit logs</li><li>Compliance with various accessibility frameworks and standards, such as WAI-ARIA</li><li>Reduced need to code from scratch</li><li>Unified user experience</li><li>Version control</li><li>Edit permission management</li></ul>","materialsDescription":"<h1 class=\"align-center\"> <span style=\"font-weight: normal;\">What is a CMS?</span></h1>\r\nAnswer: CMS is an acronym for &quot;Content Management System&quot;. You may see some variations on this term, but they all refer to the same concept. Variations include:\r\n<ul><li>Content Management System</li><li>Web CMS</li><li>Web Content Management System</li><li>CMS Platform</li><li>Content Management Platform</li><li>CMS System</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What does a CMS do?</span></h1>\r\n<p class=\"align-left\">In it's simplest terms, Content Management Systems are designed to help users create and manage their websites. Content management solutions help webmasters manage the many different resources, content types and various data that make up modern web sites.</p>\r\n<p class=\"align-left\">At a minimum, modern websites make use of HTML, CSS, JavaScript and images (jpeg, gif, png, etc) to create web content for visitors to read. At the core of every CMS is the ability to organize these resources and generate valid content that can be read by web browsers. </p>\r\n<p class=\"align-left\">More advanced websites have interactive components (comment sections, forums, e-commerce...) that requires server software to validate and save user submitted content.<br />All of the top CMS platforms have features built-in or available for download as addons for all of these features.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the main types of CMS?</span></h1>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Simple CMS.</span> This system is used to create simple websites that contain several pages using simple control systems. Simple content management systems consist of several modules that are set one time. These CMSs are free and are available on the internet. Among their disadvantages are the inability to change settings, low transmission capacity, inability to create pages dynamically and the inability of ato delegateion of administrator’s credentials to others.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Template CMS.</span> It consists of modules as well, but its structure is more complex if compared to a simple CMS. Template CMS has high transmission capacity, around 50,000 inquiries. Also, it has the support of dynamic pages and the ability to delegate the administrator’s credentials. Many template systems are used to create website content because they are easy to use.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Professional CMS</span>. This type of CMS has a higher level of complexity. You may change the structure of internet resources. Additional modules can be attached to these systems. These systems are used to create information portals or massive projects. As a rule, these CMSs are a paid resource.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Universal CMS</span>. Universal systems have wide functionality and ample opportunities to develope websites of any complexity. They support the functions of changing the structure, creating dynamic pages, modification of settings and credential distribution. Universal CMS is quite expensive. These CMSs are used for work with large portals and web-projects that require high functionality and dynamics.<br /><br /><br /><br /><br /><br /></p>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CMS_-_content_management_system.png"},{"id":66,"title":"BPM - Business Process Management","alias":"bpm-business-process-management","description":"<span style=\"font-weight: bold; \">Business process management (BPM)</span> is a discipline in operations management in which people use various methods to discover, model, analyze, measure, improve, optimize, and automate business processes. BPM focuses on improving corporate performance by managing business processes. Any combination of methods used to manage a company's business processes is BPM. Processes can be structured and repeatable or unstructured and variable.\r\nAs an approach, BPM sees processes as important assets of an organization that must be understood, managed, and developed to announce and deliver value-added products and services to clients or customers. This approach closely resembles other total quality management or continuous improvement process methodologies. ISO 9000 promotes the process approach to managing an organization.<span style=\"font-weight: bold; \"></span>\r\n<span style=\"font-weight: bold; \">Successfully employing BPM usually involves the following:</span>\r\nOrganizing around outcomes not tasks to ensure the proper focus is maintained\r\nCorrecting and improving processes before (potentially) automating them; otherwise all you’ve done is make the mess run faster\r\nEstablishing processes and assigning ownership lest the work and improvements simply drift away – and they will, as human nature takes over and the momentum peters out\r\nStandardizing processes across the enterprise so they can be more readily understood and managed, errors reduced, and risks mitigated\r\nEnabling continuous change so the improvements can be extended and propagated over time\r\nImproving existing processes, rather than building radically new or “perfect” ones, because that can take so long as to erode or negate any gains achieved\r\n<span style=\"font-weight: bold; \">Business Process Management Software (BPMS)</span> is a process automation tool. It helps you map out your everyday processes to identify and eliminate bottlenecks, control your company’s costs, make your day-to-day processes as efficient as possible, and ensure the effectiveness of the people involved in your processes. A business process management solution to a company’s needs begins with the alignment of business goals with an eye toward creating value through process change initiatives. This alignment leads to a thorough understanding and design of representative processes typically following an industry standard framework \r\nA BPM based foundation provides for complete lifecycle management of business processes, integration across technologies, and imbeds efficiency among people, processes, and technologies.\r\nCommercial business process management tools tend to center on the automation of business processes, essentially moving them from manual pen-and-paper endeavors to effortless automated transactions. BPM software products track how business information is used and then maps the relevant business process and ensure that transactions are done accordingly. This effectively shows where data and process bottlenecks occur and highlights various deficiencies in business processes, including areas where resources are wasted, allowing managers streamline and optimize those processes.\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">There are three key types of BPMS:</span></p>\r\n<span style=\"font-weight: bold; \">Efficiency Monitors:</span>Monitors every system of the enterprise for inefficiency in the processes by following it from start to finish. BPM program accurately pinpoints weakness and bottlenecks where customers might get frustrated and discontinue transactions and processes.\r\n<span style=\"font-weight: bold; \">Workflow Software:</span> Uses detailed maps of an existing processes and tries to streamline them by optimizing certain steps. BPM workflow software cannot suggest improvements to the process, only optimize it, so this software is only as good as the process itself.\r\n<span style=\"font-weight: bold; \">Enterprise Application Integration Tools:</span> A mixture of efficiency monitors, process and workflow management, EAI software is used to integrate legacy systems into new systems. This software can be used to map points for integrating old and new systems, optimizing their information-gathering characteristics and increasing the efficiency of system communications.<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\">What Are the Types of Business Process Management Software?</h1>\r\n<p class=\"align-center\">There are <span style=\"font-weight: bold; \">three basic kinds</span> of BPM frameworks:</p>\r\n<span style=\"font-weight: bold; \">Horizontal frameworks.</span>They deal with design and development of business processes. They are generally focused on technology and reuse.\r\n<span style=\"font-weight: bold; \">Vertical BPM frameworks.</span>&nbsp; This focuses on specific sets of coordinated tasks, using pre-built templates which can be easily deployed and configured.\r\n<span style=\"font-weight: bold; \">Full-service BPM suites.</span>&nbsp; They have five basic components: Process discovery and project scoping; Process modeling and design; Business rules engine; Workflow engine; Simulation and testing.\r\n<p class=\"align-center\">There are <span style=\"font-weight: bold; \">two types of BPM software</span> as it pertains to deployment:<span style=\"font-weight: bold; \"></span></p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">On-premise</span> business process management (BPM). This has been the norm for most enterprises.</p>\r\n<span style=\"font-weight: bold; \">Software as a Service (SaaS).</span> Advances in cloud computing have led to an increased interest in various “software-on-demand” offerings.\r\n<h1 class=\"align-center\">What are BPM Tools?</h1>\r\n<span style=\"font-weight: bold; \">Business Process Management (BPM) tools</span> are used for automating, measuring and optimizing business processes. BPM automation tools use workflow and collaboration to provide meaningful metrics to business leaders.\r\n<span style=\"font-weight: bold; \">Misconceptions about BPM Tools.</span> There’s a common misconception that BPM tools do not easily demonstrate their benefit to the organization. While the benefit from using BPM tools can be hard to quantify, it can be expressed more effectively in terms of business value.\r\n<span style=\"font-weight: bold; \">Process Management Tools.</span> Tools that allow process managers (those that are responsible for organizing the process or activity) to secure the resources needed to execute it, and measure the results of the activity, providing rewards or corrective feedback when necessary. Process manager tools also allows process managers to change and improve the process whenever possible.\r\n<span style=\"font-weight: bold;\">Process Modeling Tools.</span> Software tools that let managers or analysts create business process diagrams. Simple tools only support diagramming. Professional Process Modeling Tools store each model element in a database so that they can be reused on other diagrams or updated. Many business process improvement software supports simulation or code generation.<br /><br /><br />","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/BPM_-_Business_Process_Management.png"},{"id":146,"title":"ECM - Enterprise Content Management","alias":"ecm-enterprise-content-management","description":"<span style=\"font-weight: bold; \">Enterprise content management (ECM)</span> extends the concept of content management by adding a time line for each content item and possibly enforcing processes for the creation, approval and distribution of them. Systems that implement ECM generally provide a secure repository for managed items, be they analog or digital, that indexes them. They also include one or more methods for importing content to bring new items under management and several presentation methods to make items available for use. The key feature of ECM that distinguishes it from &quot;simple&quot; content management is that an ECM is at least cognizant of the processes and procedures of the enterprise it is created for, and as such is particular to it. \r\nECM as an umbrella term covers enterprise document management system, Web content management, search, collaboration, records management, digital asset management (DAM), workflow management, capture and scanning. ECM is primarily aimed at managing the life-cycle of information from initial publication or creation all the way through archival and eventual disposal. ECM enterprise content management software is delivered in four ways:\r\n- on-premises software (installed on an organization's own network)\r\n- software as a service (SaaS) (Web access to information that is stored on a software manufacturer's system)\r\n- a hybrid composed of both on-premises and SaaS components\r\n- Infrastructure as a Service (IaaS) (which refers to online services that abstract the user from the details of infrastructure like physical computing resources, location, data partitioning, scaling, security, backup etc.)\r\n<span style=\"font-weight: bold;\">ECM provides</span> a centralized platform where content can be held and disseminated in a manner that meets regulatory compliance requirements and risk management guidelines. An ECM achieves the latter two benefits by eliminating ad hoc processes that can expose an enterprise to regulatory compliance risks and other potential problems. Full-function enterprise content management solutions include features such as content taxonomies, auditing capabilities, check-in/check-out and other workflow controls and security mechanisms.\r\nAn <span style=\"font-weight: bold;\">effective ECM </span>can streamline access and business processes, eliminate bottlenecks by reducing storage, as well as paper and mailing needs, optimize security, maintain integrity and minimize overhead. All of these can lead to increased productivity. The first step is to document all the types of content that the organization deals with, the business processes its part of and who handles the content. \r\nECM software can be used to identify duplicate and near-duplicate content, allowing the organization to keep a few copies of a particular piece of content instead of hundreds. The best ECM software extends the reach of traditional ECM capabilities into previously isolated applications and information silos, such as ERP, CRM, SCM and HCM, to take the shape of a content services platform. Information can now flow across the enterprise to the people and processes—when, where and in whatever context it is needed.\r\nTo understand more specific ways it could help your company, consider these <span style=\"font-weight: bold; \">three types of ECM</span> software solutions.\r\n<span style=\"font-weight: bold; \">Web Content Management.</span> WCM puts control over the look and feel of a website in the hands of specific, key people. It’s used by organizations with relatively complex websites and strict brand guidelines, giving those key personnel the means to easily update, modify and publish content for the sites while adhering to the guidelines.\r\n<span style=\"font-weight: bold; \">Collaborative Content Management.</span> CCM enables multiple people to access and modify a single document, such as a legal document. It’s ideal for organizations that must manage projects involving multiple stakeholders. CCM makes it easy to work together while keeping track of, and updating, the most-current version of the document.\r\n<span style=\"font-weight: bold; \">Transactional Content Management.</span> This type of ECM document management is designed for organizations that repeatedly use varied types of content, including records, paper documents, and digital files. TCM solutions capture content from various channels, classify it, store it, create an automated workflow to ensure the right user receives the content at the right time, and even deletes documents when they’re no longer needed, all while working seamlessly with other apps and databases, ensuring all of that content is available throughout the company.<br /><br /><br />\r\n\r\n","materialsDescription":"<h1 class=\"align-center\"> <span style=\"font-weight: bold; \">What is Enterprise Content Management (ECM)?</span></h1>\r\nEnterprise Content Management is the organization of structured and unstructured documents using technology and software that allows your organization to “work smarter, not harder.” As technology advanced and everything became digital, organizations needed a new way to store and access files, leading to the creation of ECM. \r\nECM document management system consists of four main points:\r\n<ul><li><span style=\"font-weight: bold; \">Capture:</span> Capturing information from hardcopy documents or online forms and transferring it into the system</li><li><span style=\"font-weight: bold; \">Manage:</span> Managing the captured data in a structured format that allows quick and easy retrieval</li><li><span style=\"font-weight: bold; \">Storing:</span> Securely storing files in a central repository that can be accessed from multiple locations</li><li><span style=\"font-weight: bold; \">Delivery:</span> Implementation of business process workflows to automatically move documents from one step to the next</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: bold; \">Five ways ECM software can benefit your organization</span></h1>\r\n<span style=\"font-weight: bold; \">Basic file sharing and library services.</span> At its core, enterprise document management software begins with basic file sharing and library services managed within a networked repository. Individuals and groups with predefined access rights and permissions can access the repository and then create, read, update and delete files stored within it.\r\nMany ECM applications support Content Management Interoperability Services, an industry standard that allows different vendors' products to interoperate; this is an essential capability within large enterprises that maintain content management tools from multiple vendors.\r\n<span style=\"font-weight: bold; \">Content governance, compliance and records management.</span> For many organizations, managing business documents or other content types is a critical use case for ECM. Companies subject to compliance or other industry regulations need document content management system software to capture, manage, archive and ultimately dispose of files after a predefined period.\r\nECM can ensure that only individuals with predefined permissions - determined by access controls - can update or view documents stored within a repository. An organization can thus manage document modification.\r\nIn addition, enterprise content management tools can log all actions, providing an organization with the capabilities to maintain an auditable record of all the changes to documents within the repository.\r\n<span style=\"font-weight: bold; \">Business process management.</span> Companies also use ECM to establish workflows that span departments and geographies to support extended enterprise and inter-enterprise business processes.\r\nMost ECM software provides tools to help both technical and non-technical business users define business processes. Most applications provide audit controls to track each step of the process and analytic capabilities to help identify inefficiencies and streamline business procedures.\r\n<span style=\"font-weight: bold; \">Content repositories linked to other enterprise applications.</span> Some companies use electronic content management software as a repository for documents created by other enterprise applications, including CRM, ERP, HR and financial systems. These enterprise systems can seamlessly access, view or modify content managed by the ECM.\r\n<span style=\"font-weight: bold; \">Enabling mobile and remote workforces.</span> Content management tools often include functionality to allow remote workers to access content from mobile devices. This is an increasingly important feature for many companies.\r\nMobile capabilities also enable new kinds of data capture and presentation functionalities. By combining content management capabilities with other data, for example, a political canvasser can use a tablet to enter new information about a political donor without having to start from scratch, as some of that information is already stored in a content management system. \r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/ECM_-_Enterprise_Content_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":4970,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/sap-ariba.png","logo":true,"scheme":false,"title":"SAP Ariba","vendorVerified":0,"rating":"0.00","implementationsCount":1,"suppliersCount":0,"supplierPartnersCount":30,"alias":"sap-ariba","companyTitle":"SAP","companyTypes":["supplier","vendor"],"companyId":167,"companyAlias":"sap","description":"SAP Ariba is how companies connect to get business done. On Ariba Network, trading partners from more than 3.6 million businesses, operating in more than 190 countries, discover new opportunities, collaborate on transactions, and deepen their relationships.\r\n\r\n<ul><li>Large, midsize, and growing companies use an end-to-end, automated system that simplifies the management of everything from sourcing to payments, all in one place.&nbsp; </li></ul>\r\n<ul><li>With intelligent spend management tools and network-generated insights, customers establish sustainable, trusted connections with partners while ensuring efficient, error-free transactions.</li></ul>\r\n<ul><li>Buyers can manage the entire purchasing process as they control spending, find new sources of savings on both direct and indirect goods, and build healthy, ethical supply chains</li></ul>\r\n<ul><li>Suppliers can connect with profitable customers and efficiently scale existing relationships, simplifying sales cycles and improving cash control along the way.</li></ul>\r\n\r\n<span style=\"font-weight: bold;\">Benefits of SAP Ariba Customers</span><br />\r\nAll companies using SAP Ariba note an increased level of interaction with contractors:\r\n<ul><li>the number of errors in the procurement documents decreased by more than 50%</li></ul>\r\n<ul><li>15% or more decreased the cost of procurement</li></ul>\r\n<ul><li>70% reduced operating costs for the procurement process</li></ul>\r\n<ul><li>63% increased marketing efficiency</li></ul>\r\n<ul><li>20% reduced purchase cycle</li></ul>\r\n<ul><li>the number of potential suppliers increased by 10%</li></ul>","shortDescription":"With SAP Ariba e-procurement and supply chain cloud solutions that are always on and easy to deploy, both large and midsize companies can realize fast time to value.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":16,"sellingCount":6,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"SAP Ariba","keywords":"","description":"SAP Ariba is how companies connect to get business done. On Ariba Network, trading partners from more than 3.6 million businesses, operating in more than 190 countries, discover new opportunities, collaborate on transactions, and deepen their relationships.\r\n\r","og:title":"SAP Ariba","og:description":"SAP Ariba is how companies connect to get business done. On Ariba Network, trading partners from more than 3.6 million businesses, operating in more than 190 countries, discover new opportunities, collaborate on transactions, and deepen their relationships.\r\n\r","og:image":"https://old.roi4cio.com/fileadmin/user_upload/sap-ariba.png"},"eventUrl":"","translationId":4975,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":73,"title":"SCM - Supply Chain Management","alias":"scm-supply-chain-management","description":"<span style=\"font-weight: bold; \"><span style=\"font-weight: bold; \">SCM</span> (Supply Chain Management)&nbsp;</span> is the management of the flow of goods and services and includes all processes that transform raw materials into final products. It involves the active streamlining of a business's supply-side activities to maximize customer value and gain a competitive advantage in the marketplace.\r\nSCM represents an effort by suppliers to <span style=\"font-weight: bold; \">develop and implement supply chains</span> that are as efficient and economical as possible. Supply chain management system covers everything from production to product development to the information systems needed to direct these undertakings.\r\nTypically, supply chain management solutions attempt to centrally control or link the production, shipment, and distribution of a product. By chain management process, companies are able to cut excess costs and deliver products to the consumer faster. This is done by keeping tighter <span style=\"font-weight: bold; \">control of internal inventories, internal production, distribution, sales, and the inventories of company vendors.</span>\r\n<span style=\"font-weight: bold; \">Supply chain strategy</span> is based on the idea that nearly every product that comes to market results from the efforts of various organizations that make up a supply chain. Although supply chains have existed for ages, most companies have only recently paid attention to them as a value-add to their operations.\r\nIn traditional supply chain management the supply chain manager coordinates the <span style=\"font-weight: bold; \">logistics </span>of all <span style=\"font-weight: bold; \">aspects of the supply chain</span> which consists of five parts: 1) <span style=\"font-weight: bold;\">the plan</span> or <span style=\"font-weight: bold;\">strategy</span>; 2) <span style=\"font-weight: bold;\">the source</span> (of raw materials or services); 3) <span style=\"font-weight: bold;\">manufacturing</span> (focused on productivity and efficiency); 4) <span style=\"font-weight: bold;\">delivery</span> and <span style=\"font-weight: bold;\">logistics</span>; 5) <span style=\"font-weight: bold;\">the return system </span>(for defective or unwanted products). \r\nImprovements in productivity and efficiency go straight to the bottom line of a company and have a real and lasting impact. Good supply chain management keeps companies out of the headlines and away from expensive recalls and lawsuits.\r\nTechnology is critical in managing today's supply chains, and every major supply chain management process has a software category dedicated to it. Most vendors of ERP suites offer digital SCM, and there are thousands of niche vendors. Besides managing specific processes, <span style=\"font-weight: bold; \">supply chain management network software </span>has an important role to play in tying together the people, processes, and systems that participate in the supply chain. \r\nOther commonly used supply chain management includes:\r\n<ul><li>a transportation management system (TMS) for managing the transport and storage of goods, especially across global supply chains;</li><li>a warehouse management system (WMS) for all of the activities inside warehouses and distribution centers; and</li><li>an order management system, to handle processing of customer orders through WMS, ERP and TMS systems, at all stages of the supply chain.</li></ul>\r\n\r\n","materialsDescription":"<h1 class=\"align-center\"> What are the different types of supply chain strategies?</h1>\r\n<ul><li><span style=\"font-weight: bold; \">The &quot;efficient&quot; supply chain model</span></li></ul>\r\nThe efficient supply chain strategy is best suited to industries that are characterized by intense market competition, with several competitors fighting for the same group of customers who may not perceive major differences in their value proposals. In effect, competition is virtually always based almost solely on price.\r\n<span style=\"font-style: italic; \">This supply chain model is well suited for businesses with commoditized products, such as cement and steel.</span>\r\n<ul><li><span style=\"font-weight: bold; \">The &quot;fast&quot; supply chain model</span></li></ul>\r\nThe fast supply chain is best for companies that produce trendy products with a short lifecycle. From the customer's perspective, the main difference among competitors' value proposals is how well they are able to update product portfolios in accordance with the latest trends. This focuses competition in the market on manufacturers' ability to continuously develop new products they can sell at an affordable price. \r\n<span style=\"font-style: italic; \">Examples of companies that benefit from this supply chain model include those that engage in catalogue sales.</span><span style=\"font-style: italic; \">It's also appropriate for retailers that sell trendy apparel and whose customers tend to visit stores monthly. </span>\r\n<ul><li><span style=\"font-weight: bold; \">The &quot;continuous-flow&quot; supply chain model</span></li></ul>\r\nThe main features of the continuous-flow supply chain model are supply and demand stability, with processes scheduled in such a way as to ensure a steady cadence and continuous flow of information and products. This model typically is for a very mature supply chain with a customer demand profile that has little variation. Consequently, the production workload can match demand through a continuous-replenishment model based on a &quot;make to stock&quot; decoupling point, where production is scheduled to replenish predefined stock levels based on a specified reorder point for inventory in the production cycle. \r\n<span style=\"font-style: italic; \">This supply chain process typically works well for businesses with short-shelf-life products, such as dairy products and bread. It is also suitable for manufacturers of intermediate products.</span>\r\n<ul><li><span style=\"font-weight: bold; \">The &quot;agile&quot; supply chain model</span></li></ul>\r\nThe agile type of supply chain is useful for companies that manufacture products under unique specifications for each customer. This is typically seen in industries that are characterized by unpredictable demand. They use a &quot;make to order&quot; decoupling point, producing the item after receiving the customer's purchase order to avoid manufacturing products that have no certainty of future sales.\r\n<span style=\"font-style: italic; \">This strategy is useful for industries where the company's value proposal is oriented toward offering products &quot;on demand&quot; and with a high service level, such as packaging, chemical specialties, and metal machining services, among others.</span>\r\n<ul><li><span style=\"font-weight: bold; \">The &quot;custom-configured&quot; supply chain model</span></li></ul>\r\nThe custom-configured supply chain model is characterized by a high degree of relevance of the cost of assets to the total cost, and multiple (potentially unlimited) configurations of the finished product on a unique platform. Competitive positioning is founded on offering a unique configuration of the finished product according to the end consumer's needs. \r\n<span style=\"font-style: italic; \">One example of where this supply chain strategy makes sense is the assembly of personalized products, such as computers and vehicles. Another example is in the paper manufacturing industry, where the decoupling point occurs after the manufacture of the big paper rolls, and the products are customized in the cutting and packaging process. </span>\r\n<ul><li><span style=\"font-weight: bold; \">The &quot;flexible&quot; supply chain</span></li></ul>\r\nIt is suited for companies that must meet unexpected demand and therefore are faced with high demand peaks and long periods of low workload. This supply chain model is characterized by adaptability, which is the capability to reconfigure internal processes in order to meet a customer's specific need or solve a customer's problem. This model typically is used by service companies that focus on handling unexpected situations, perhaps even including emergencies. \r\n<span style=\"font-style: italic; \">A typical example of this type of supply chain can be found in companies that provide metalworking and machining services for the manufacture of spare parts for industrial customers. </span>\r\n\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/SCM_-_Supply_Chain_Management__1_.png"},{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":3710,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/pandadoc.png","logo":true,"scheme":false,"title":"PandaDoc","vendorVerified":0,"rating":"0.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"pandadoc","companyTitle":"PandaDoc","companyTypes":["supplier","vendor"],"companyId":5897,"companyAlias":"pandadoc","description":"<span style=\"font-weight: bold;\">PandaDoc </span>includes features to create, track and execute documents, as well as functionality for electronic signatures. It consists of features in the following categories: proposals, quotes, team management, content management, branding, tracking, workflow, productivity, etc. It integrates with several CRMs, as well as ERP, payment, cloud storage, and other systems.\r\n<p class=\"align-center\"><br /><span style=\"font-weight: bold; \">Close deals faster and look more professional </span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<ul><li><span style=\"font-weight: bold; \">Create documents faster.</span> Quickly create stunning proposals, quotes, and contracts from pre-built templates, content from marketing, and customer data from your CRM.</li></ul>\r\n<br />\r\n<ul><li><span style=\"font-weight: bold; \">Stand out from the crowd.</span> Create an experience with your customers that would rival any billion dollar company. Beautiful design themes, embedded media, and interactivity give every deal the opportunity to get noticed.</li></ul>\r\n<br />\r\n<ul><li><span style=\"font-weight: bold; \">A process that scales. </span>Confidently forecast revenue and improve your sales team’s performance with real-time metrics on the number of completed docs, proposal revenue generated, and time-to-close dashboards.</li></ul>\r\n<br />\r\n<ul><li><span style=\"font-weight: bold; \">Seize the opportunities.</span> Accelerate your sales cycle by seeing which recipients are engaged and which deals are ready to close. Get real-time notification about every interaction with your documents.</li></ul>\r\n<br />\r\n<ul><li><span style=\"font-weight: bold; \">Seamless integrations. </span>No more sending data with other people’s info, copy paste errors, and small mistakes that create big issues. Out of the box integrations with CRM to allow your team’s proposals to get out the door faster and eliminates manual data entry errors.</li></ul>\r\n<p class=\"align-left\">Source: https://www.pandadoc.com/</p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n\r\n","shortDescription":"PandaDoc is accelerating deals from propose to close. Empowering sales teams to simplify the process to generate, negotiate, and eSign proposals, quotes, and contracts. ","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":16,"sellingCount":17,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"PandaDoc","keywords":"","description":"<span style=\"font-weight: bold;\">PandaDoc </span>includes features to create, track and execute documents, as well as functionality for electronic signatures. It consists of features in the following categories: proposals, quotes, team management, content mana","og:title":"PandaDoc","og:description":"<span style=\"font-weight: bold;\">PandaDoc </span>includes features to create, track and execute documents, as well as functionality for electronic signatures. It consists of features in the following categories: proposals, quotes, team management, content mana","og:image":"https://old.roi4cio.com/fileadmin/user_upload/pandadoc.png"},"eventUrl":"","translationId":3711,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":52,"title":"SaaS - software as a service","alias":"saas-software-as-a-service","description":"<span style=\"font-weight: bold;\">Software as a service (SaaS)</span> is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted. It is sometimes referred to as &quot;on-demand software&quot;, and was formerly referred to as &quot;software plus services&quot; by Microsoft.\r\n SaaS services is typically accessed by users using a thin client, e.g. via a web browser. SaaS software solutions has become a common delivery model for many business applications, including office software, messaging software, payroll processing software, DBMS software, management software, CAD software, development software, gamification, virtualization, accounting, collaboration, customer relationship management (CRM), Management Information Systems (MIS), enterprise resource planning (ERP), invoicing, human resource management (HRM), talent acquisition, learning management systems, content management (CM), Geographic Information Systems (GIS), and service desk management. SaaS has been incorporated into the strategy of nearly all leading enterprise software companies.\r\nSaaS applications are also known as <span style=\"font-weight: bold;\">Web-based software</span>, <span style=\"font-weight: bold;\">on-demand software</span> and<span style=\"font-weight: bold;\"> hosted software</span>.\r\nThe term &quot;Software as a Service&quot; (SaaS) is considered to be part of the nomenclature of cloud computing, along with Infrastructure as a Service (IaaS), Platform as a Service (PaaS), Desktop as a Service (DaaS),managed software as a service (MSaaS), mobile backend as a service (MBaaS), and information technology management as a service (ITMaaS).\r\nBecause SaaS is based on cloud computing it saves organizations from installing and running applications on their own systems. That eliminates or at least reduces the associated costs of hardware purchases and maintenance and of software and support. The initial setup cost for a SaaS application is also generally lower than it for equivalent enterprise software purchased via a site license.\r\nSometimes, the use of SaaS cloud software can also reduce the long-term costs of software licensing, though that depends on the pricing model for the individual SaaS offering and the enterprise’s usage patterns. In fact, it’s possible for SaaS to cost more than traditional software licenses. This is an area IT organizations should explore carefully.<br />SaaS also provides enterprises the flexibility inherent with cloud services: they can subscribe to a SaaS offering as needed rather than having to buy software licenses and install the software on a variety of computers. The savings can be substantial in the case of applications that require new hardware purchases to support the software.<br /><br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Who uses SaaS?</span></h1>\r\nIndustry analyst Forrester Research notes that SaaS adoption has so far been concentrated mostly in human resource management (HRM), customer relationship management (CRM), collaboration software (e.g., email), and procurement solutions, but is poised to widen. Today it’s possible to have a data warehouse in the cloud that you can access with business intelligence software running as a service and connect to your cloud-based ERP like NetSuite or Microsoft Dynamics.The dollar savings can run into the millions. And SaaS installations are often installed and working in a fraction of the time of on-premises deployments—some can be ready in hours. \r\nSales and marketing people are likely familiar with Salesforce.com, the leading SaaS CRM software, with millions of users across more than 100,000 customers. Sales is going SaaS too, with apps available to support sales in order management, compensation, quote production and configure, price, quoting, electronic signatures, contract management and more.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why SaaS? Benefits of software as a service</span></h1>\r\n<ul><li><span style=\"font-weight: bold;\">Lower cost of entry</span>. With SaaS solution, you pay for what you need, without having to buy hardware to host your new applications. Instead of provisioning internal resources to install the software, the vendor provides APIs and performs much of the work to get their software working for you. The time to a working solution can drop from months in the traditional model to weeks, days or hours with the SaaS model. In some businesses, IT wants nothing to do with installing and running a sales app. In the case of funding software and its implementation, this can be a make-or-break issue for the sales and marketing budget, so the lower cost really makes the difference.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reduced time to benefit/rapid prototyping</span>. In the SaaS model, the software application is already installed and configured. Users can provision the server for the cloud and quickly have the application ready for use. This cuts the time to benefit and allows for rapid demonstrations and prototyping. With many SaaS companies offering free trials, this means a painless proof of concept and discovery phase to prove the benefit to the organization. </li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Pay as you go</span>. SaaS business software gives you the benefit of predictable costs both for the subscription and to some extent, the administration. Even as you scale, you can have a clear idea of what your costs will be. This allows for much more accurate budgeting, especially as compared to the costs of internal IT to manage upgrades and address issues for an owned instance.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">The SaaS vendor is responsible for upgrades, uptime and security</span>. Under the SaaS model, since the software is hosted by the vendor, they take on the responsibility for maintaining the software and upgrading it, ensuring that it is reliable and meeting agreed-upon service level agreements, and keeping the application and its data secure.&nbsp; While some IT people worry about Software as a Service security outside of the enterprise walls, the likely truth is that the vendor has a much higher level of security than the enterprise itself would provide. Many will have redundant instances in very secure data centers in multiple geographies.&nbsp; Also, the data is being automatically backed up by the vendor, providing additional security and peace of mind. Because of the data center hosting, you’re getting the added benefit of at least some disaster recovery. Lastly, the vendor manages these issues as part of their core competencies—let them.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Integration and scalability.</span> Most SaaS apps are designed to support some amount of customization for the way you do business. SaaS vendors create APIs to allow connections not only to internal applications like ERPs or CRMs but also to other SaaS providers. One of the terrific aspects of integration is that orders written in the field can be automatically sent to the ERP. Now a salesperson in the field can check inventory through the catalog, write the order in front of the customer for approval, send it and receive confirmation, all in minutes. And as you scale with a SaaS vendor, there’s no need to invest in server capacity and software licenses. </li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Work anywhere</span>. Since the software is hosted in the cloud and accessible over the internet, users can access it via mobile devices wherever they are connected. This includes checking customer order histories prior to a sales call, as well as having access to real time data and real time order taking with the customer.</li></ul>\r\n<p class=\"align-left\">&nbsp;</p>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/SaaS__1_.png"},{"id":421,"title":"Digital Commerce Applications","alias":"digital-commerce-applications","description":"E-commerce is the activity of buying or selling products on online services or over the Internet. Electronic commerce draws on technologies such as mobile commerce, electronic funds transfer, supply chain management, Internet marketing, online transaction processing, electronic data interchange (EDI), inventory management systems, and automated data collection systems.\r\nModern electronic commerce typically uses the World Wide Web for at least one part of the transaction's life cycle although it may also use other technologies such as e-mail. Typical e-commerce transactions include the purchase of online books (such as Amazon) and music purchases (music download in the form of digital distribution such as iTunes Store), and to a less extent, customized/personalized online liquor store inventory services. There are three areas of e-commerce: online retailing, electric markets, and online auctions. E-commerce is supported by electronic business.\r\nE-commerce businesses may also employ some or all of the followings:\r\n<ul><li>Online shopping for retail sales direct to consumers via Web sites and mobile apps, and conversational commerce via live chat, chatbots, and voice assistants;</li><li>Providing or participating in online marketplaces, which process third-party business-to-consumer or consumer-to-consumer sales;</li><li>Business-to-business buying and selling;</li><li>Gathering and using demographic data through web contacts and social media;</li><li>Business-to-business (B2B) electronic data interchange;</li><li>Marketing to prospective and established customers by e-mail or fax (for example, with newsletters);</li><li>Engaging in pre-retail for launching new products and services;</li><li>Online financial exchanges for currency exchanges or trading purposes.</li></ul>","materialsDescription":" <span style=\"font-weight: bold; \">5 Reasons Why E-commerce Is So Important For Your Business</span>\r\nFrom startups to small businesses right through to huge brands, there are a huge number of companies that can benefit from their own e-commerce website, where they can sell their own products or services. In today's competitive and convenience-focused society, no longer do consumers want to venture to the high street in order to buy items, instead, consumers want to shop from their own homes, making e-commerce a flexible solution for both businesses and buyers.\r\nIf you’re still on the fence about launching an e-commerce store then look no further, here are the top 5 reasons e-commerce is so important for your business and just how you can benefit from moving online this year!\r\n<span style=\"font-weight: bold; \">Can Broaden Your Brand</span>\r\nE-commerce is an ideal way you can take your brand from a traditional brick and mortar store to an innovative, well-loved brand. By offering great products 24 hours a day along with online customer service, blogs and social media, no longer is your business one singular store, with an online presence your business can be the home of your products and the general home of your business, allowing you to fully expand your product ranges without having to worry about moving locations or worrying about not being able to expand your business.\r\n<span style=\"font-weight: bold; \">It’s More Convenient</span>\r\nAn online store is available all day, every day meaning your customers can visit your store at all times, no matter what their schedule might be. These days people don’t always have the time to physically go shopping, instead more and more people are choosing to shop online to find the items they want or need and if your business can offer this for your customers there’s no you shouldn't appeal to a wider range of customers all looking for a convenient and flexible experience.\r\n<span style=\"font-weight: bold; \">Increase Your Reach</span>\r\nDue to the internet’s accessibility, millions of people across the world can view your website at any time, meaning that for those looking to expand their businesses and reach out to a larger audience, you have many more opportunities to do so. Compare the number of people you can reach through a website to the amount you can reach through a high street store or local advertising, there’s no reason you shouldn’t look at taking your business online if you’re looking to improve your reach.\r\n<span style=\"font-weight: bold; \">Gives You Marketing Opportunities</span>\r\nYour website is one of the best marketing tools your business has, not only can the use of SEO when building your site lead to more chances of your business getting found in search engines, but a huge number of marketing techniques can also work alongside your website, including pay per click advertising, your social media marketing, and your email marketing, all of which can include links back to your website.\r\n<span style=\"font-weight: bold; \">Scalable</span>\r\nAs your business grows it’s very likely you’ll want to grow your product range and your target audience, as well as develop your business for customer requirements and consumer demand. An e-commerce site lets you scale your business accordingly, allowing you to add more lines, add more payment options and even grow when you choose to ship to, without having to worry about changing your location or moving to larger premises as you might with a brick and mortar store.\r\nE-commerce offers the business a whole range of opportunities, from marketing opportunities to increase your products ranges to generating more sales and with an optimized and well-developed website, you can not only achieve these goals but also offer your customers around the clock, convenient service, that can boost your business.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Digital_Commerce_Applications.png"},{"id":409,"title":"Content Collaboration","alias":"content-collaboration","description":" <span style=\"font-weight: bold; \">Content collaboration</span> software makes it easy for your users to securely create, access, share and manage business content.\r\nThe content collaboration platform (CCP) market covers a range of products and services that enable content productivity and collaboration. CCPs are aimed at individuals and teams, inside or outside an organization. Additionally, CCPs increasingly support lightweight content management and workflow use cases. <span style=\"font-weight: bold;\">Core user functionalities include: </span>\r\n<ul><li>Mobile access to content repositories.</li><li> File synchronization across devices and cloud repositories.</li><li>File sharing with people and applications, inside or outside an organization. </li><li>Team collaboration, with dedicated folders.</li><li>A content repository. This can be cloud based collaboration software or on-premises program, native to the CCP platform or based on other file servers or repositories.</li></ul>\r\nCommon <span style=\"font-weight: bold;\">features </span>of collaboration software include messaging, audio and video conferencing, task management, document management, calendars, and time tracking.\r\nFrom employees and decision-makers to partners, vendors, regulators and customers, your users benefit from easy, secure access to valuable business content. Rather than keeping files locked up in silos, content collaboration software enables information to flow safely and freely within your organization and across your firewall to external contacts.\r\nSecuring those documents is the challenge. Unless your content collaboration software maintains the highest standards of performance, security, auditing and reliability, cross-enterprise document sharing may lead to inadvertent data leaks or malicious security breaches.","materialsDescription":"<h1 class=\"align-center\">Types of collaboration software tools</h1>\r\nGenerally, collaboration software can be divided into synchronous (or real-time) and asynchronous. Using synchronous software, teammates can work together at the same time, for example with apps that allow several users to edit the same document in real time. Asynchronous software enables users to work on the same task at different times.\r\nBased on their key features, collaboration software can be classified into:\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">Communication software</span></p>\r\nTo solve communication problems, communication software offers chat and audio or video collaboration platform so people can communicate within teams without having to travel. As a result, communication software saves time, helps solve problems faster, and allows remote teams to connect, which otherwise would be difficult and time-consuming.\r\n<span style=\"font-weight: bold; \">Key features include:</span>\r\n<ul><li>Chat and messaging to enable real-time text conversations using direct messages or group chats</li><li>Audio and video conferencing to let people make calls and hold meetings regardless of their location</li><li>Discussion threads to allow users to reply to one particular message in a group chat or channel without distracting other teammate</li><li>File sharing or file collaboration software to make it fast and easy to upload and send files</li></ul>\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">Task management software</span></p>\r\nTask management is an important part of collaboration. Teams use task management software to prioritize and track tasks, which helps to keep track of deadlines. To make collaboration more transparent and effective, task management software often provides boards, timelines, and calendars.\r\n<span style=\"font-weight: bold; \">Key features include:</span>\r\n<ul><li>Boards to create and manage tasks</li><li>Task assignment to appoint people to a task</li><li>Task prioritization to move tasks and set the project schedule</li><li>Planning and scheduling to create plans and meet deadlines using timelines and calendars</li><li>File management to attach and arrange file</li></ul>\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">Document and content management software</span></p>\r\nDocument and content management software allows users to store, share, and work together on different files. Most of these tools track history of changes that different users make. Some collaboration apps and platforms also have features like chat and video conferencing, allowing users to collaborate on a document and communicate at the same time.\r\n<span style=\"font-weight: bold; \">Key features include:</span>\r\n<ul><li>Document and content management to store and track documents and other files</li><li>Cooperative writing to let several people write content together</li><li>Synchronous editing to let several people edit the same document at the same time and see changes in real time</li><li> Ready-made templates to create documents faster</li></ul>\r\n<br /><br /><br />","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Content_Collaboration.png"},{"id":285,"title":"Operations and Manufacturing Applications","alias":"operations-and-manufacturing-applications","description":" Manufacturing operations management (MOM) is a collection of systems for managing end-to-end manufacturing processes with a view to optimizing efficiency.\r\nThere are many types of MOM software, including production management, performance analysis, quality and compliance, and human-machine interface (HMI). Production management software provides real-time information about jobs and orders, labor and materials, machine status, and product shipments. Performance analysis software displays metrics at the machine, line, plant, and enterprise-level for situational or historical analysis. Quality and compliance software are used to promote compliance with standards and specifications for operational processes and procedures. HMI software is a form of manufacturing operations management (MOM) software that enables operators to manage industrial and process control machinery using a computer-based interface.\r\nAdvancements in technology and market demands are enabling new capabilities in MOM software platforms, gradually closing gaps in end-user needs.\r\n<ul><li>Collaboration Capabilities: Collaboration and workflow services support people-to-people, people-to-systems, and systems-to-systems interactions, enforcing procedures and rules while flexibly adapting to real-time situations with alternate workflows and processes.</li><li>Security Services: Future manufacturing platforms will leverage common security services that determine roles, responsibilities, authorities, and access across all systems and application functions while fitting into corporate IT security schemes.</li><li>Asset &amp; Production Model: Future manufacturing platforms will have a unified asset and production model that supports all of the interrelationships between physical production equipment, facilities, inventory/materials, and people, as well as production definitions such as the manufacturing bill of materials, productions orders, etc. This contrasts with older systems that either had subsets of these interrelationships across multiple databases or could not effectively deal with federating across multiple systems of record.</li><li>Operations Database &amp; Historians: Evolving from older systems that had separate historians and production databases that were difficult to correlate across, service-based platforms will have a unified operations database and historian. This will capture and aggregate all time-series and production event information surrounding everything involved in each product and production run with a full genealogy of components and materials, related performance information, and federation across other systems and devices of record.</li><li>Visualization and Mobility: Today, different MOM applications support different graphical user interfaces, Web interfaces, specific mobile applications, etc. The future manufacturing platform will provide common visualization and mobility for a consistent user interface experience across different form factors, supporting dedicated and mobile workers that are orchestrated by consistent workflows and procedures.</li><li>Smaller and Focused 'Apps': Today’s monolithic systems and applications have too many interdependencies of databases, operate inconsistently, and are not inherently integrated. Being able to take advantage of many of the common software platform services described above, modular apps will be significantly smaller, simpler, and focused. These apps will be much lighter weight in functionality, and, as a result, significantly easier and faster to develop.</li></ul>","materialsDescription":" <span style=\"font-weight: bold;\">What is a manufacturing operating system?</span>\r\nA Manufacturing Execution System manages manufacturing operations such as product production rules, bill of materials, recipe data (product definition), resource management, scheduling, work batching (JiT Just in Time manufacturing), production data/logs, production performance, and some analysis.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Operations_and_Manufacturing_Applications_1_.png"},{"id":795,"title":"Marketing - software","alias":"marketing-software","description":"The departments of marketing companies use marketing software to market actively on various web channels via websites, email, social networks, and to automate daily tasks. The benefit here is this type of software allows you to personalize diverse marketing campaigns.\r\nThere are main types of marketing software such as advanced marketing automation, workflow automation, and marketing intelligence. The essential features of marketing software are: analytics, social media marketing, email marketing, team collaboration, phone call tracking, lead scoring and nurturing.\r\nMarketing solutions can be used by companies of all sizes and in all sectors, and they are most welcome in small-scale teams that wish to simplify the process of running challenging marketing campaigns.","materialsDescription":" <span style=\"font-weight: bold;\">What is marketing software?</span>\r\nMarketing software refers to tools that help businesses successfully execute campaigns, tap into their target markets and convert leads into sales. Companies, regardless of size, can benefit from marketing tools, allowing them to maximize their resources and get rid of repetitive tasks. They are also very useful in expanding businesses’ reach and allow companies to focus on more pressing matters.\r\n<span style=\"font-weight: bold;\">Why Use Marketing Software?</span>\r\nWhy to use marketing software, you might ask. Whether you are looking for ways to better manage your marketing campaign, make the most out of your resources, or improve your lead nurturing process, having good marketing software is a great way to improve your operations. Here are some of the advantages of marketing software:\r\n<ul><li><span style=\"font-weight: bold;\">Reduces Tedious Tasks.</span> If we focus on the definition of marketing software, we should be able to conclude that it is meant to eliminate repetitive duties that take up a huge fraction of your daily routine. Tasks such as compiling your clients’ information, sending emails to your leads, and scheduling the posting of content can be time-consuming and while they are important, they leave you with little time to focus on tasks that demand your immediate, undivided attention. By utilizing content marketing systems, resource optimization programs, and other marketing software; you can eliminate the hassle of juggling everything manually, allowing you to delegate more important responsibilities to your staff.</li><li><span style=\"font-weight: bold;\">Streamlines Marketing Efforts.</span> Marketing campaigns require the simultaneous use of multiple channels to communicate with your target audience.&nbsp; Marketing software solutions are designed to help you coordinate various programs in a single, easy-to-manage platform. This means you no longer have to jump from system to system to execute your campaign seamlessly. Most of these applications also offer a full suite of tools that let you manage content, nurture leads, and measure your campaign efforts accurately, promptly, and efficiently.</li><li><span style=\"font-weight: bold;\">Improves Accountability.</span> When it comes to monitoring or analyzing lead conversions and marketing campaigns, accountability plays an important role. With the use of marketing software, you can eliminate the risk of human error and make sure you get all the statistics you need at a glance.</li><li><span style=\"font-weight: bold;\">Makes Customer Management Easier.</span> Developing relationships with potential clients at each phase of the sales process is crucial to helping your business thrive. However, this is not as simple as convincing prospects to purchase products or keeping them posted on your offers. Attracting and retaining clientele are extensive processes wherein you must pinpoint the people who will most likely need your services, listen to their concerns, and respond to them on time every time they contact you. By using a CRM software or lead nurturing system, you can effortlessly schedule email campaigns, reply to leads promptly, build a better online presence, and keep tabs on current customers.</li><li><span style=\"font-weight: bold;\">Document Progress Faster.</span> Tracking your leads, resources, content, and campaign success rates may sound easy at first, but it won’t be as simple when you are dealing with multiple campaigns, handling hundreds of customers, and creating an extensive amount of content all at the same time. Using marketing systems, your company can become more agile in its varied campaign initiatives. You can quickly create accurate progress reports that help you assess the effectiveness of your strategies and determine how to improve them in the future.</li></ul>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Marketing_software.png"},{"id":820,"title":"Marketing Automation","alias":"marketing-automation","description":"Marketing automation refers to software platforms and technologies designed for marketing departments and organizations to more effectively market on multiple channels online (such as email, social media, websites, etc.) and automate repetitive tasks.\r\nMarketing departments, consultants and part-time marketing employees benefit by specifying criteria and outcomes for tasks and processes which are then interpreted, stored and executed by digital marketing software, which increases efficiency and reduces human error. Originally focused on email marketing automation, marketing automation now refers to a broad range of automation and analytic tools for marketing, especially inbound marketing. Marketing Automation platforms are used as a hosted or web-based solution, and no software installation is required by the customer.\r\nThe reason for using a marketing automation platform is to streamline sales and marketing organizations by replacing high-touch, repetitive manual processes with automated solutions.\r\nMarketing automation is a platform that marketers use to plan, coordinate, manage and measure all of their marketing campaigns, both online and offline. It is often used along with lifecycle marketing strategy to closely manage and nurture generated leads, aiming to convert leads into customers.\r\nMarketing automation is a type of software that allows companies to effectively target customers with automated marketing messages across channels including email, websites, social media and text messages to generate sales leads. The technology is a segment of customer relationship management, or CRM, and is typically used by marketing departments as a way to remove repetitive tasks from staff workflows and increase overall marketing efficiency.\r\nOften, a brand will use multiple marketing automation tools, referred to as the marketing technology or martech — stack. These automation platforms assist in lead generation via email marketing, chatbots hosted on social media or websites, and other channels such as short message service (SMS) text. Marketing automation tools extend the reach of marketing campaigns, creating inbound marketing, a term some vendors use to refer to the strategy of finding prospects for top- to mid-funnel via personalization of pitches derived through analytics tools, which segment customers into different groups for different approaches.\r\n<p class=\"align-center\"><span style=\"font-weight: bold;\">Marketing automation features</span></p>\r\nDigital marketing automation software manages the online element of a marketing campaign, including data analytics that can create more precise personalization of content to individual customers to drive engagement and revenue.\r\nArtificial intelligence (AI) applications such as chatbots can help automate the delivery of that information or direct potential customers to webpages, online documents or forms that help create sales or gauge a potential customer's current or future interest in purchasing a company's goods or services. Marketing manager tools can also administer customer satisfaction and product usage surveys and then collect, measure and segment the response data.\r\nThe main features of marketing automation software typically include:\r\n<ul><li>Account-based marketing</li><li>Analytics for CRM</li><li>Campaign management</li><li>Inbound marketing</li><li>Lead management</li><li>Marketing ROI</li><li>Targeting and segmentation</li><li>Social marketing</li></ul>","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal; \">Who should use marketing automation?</span></h1>\r\n<p class=\"align-left\">The beauty of a marketing automation system is that it can help your business maximize on efforts that have already proven successful. Attracting new audiences through the use of effective marketing strategies is step one, but if you want to do more to nurture those people so that they become customers, marketing automation is a good bet.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">How can marketing automation benefit my business?</span></h1>\r\n<p class=\"align-left\">Marketing software solutions removes the hassle from your marketing strategy and allows you to streamline, automate and evaluate tasks and workflows. Your business will be able to scale its efforts and improve how you target customers.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What is marketing automation software?</span></h1>\r\n<p class=\"align-left\">In essence, it’s a set of solutions that automates, streamlines and analyzes marketing-related workflows and engagement to get more leads and qualify them for sales. The idea is the more qualified leads you get the higher the conversion rate and the more revenue you generate. </p>\r\n<p class=\"align-left\">Marketing software programs differ from CRM in that the purpose of marketing automation software is to get top-of-funnel leads, while the latter nurtures middle- and bottom-of-funnel leads. In short, marketing automation qualifies leads to feed into the CRM sales funnel for nurturing prospects to conversion.</p>\r\n<p class=\"align-left\">Marketing automation plugs into a company's CRM system, which, typically, has its own native marketing automation cloud service (such as Salesforce Pardot and Oracle Eloqua). Eloqua will work with other CRM platforms that compete with Oracle's, and Marketo, an independent marketing automation platform, will work with Salesforce, Oracle, Microsoft and other CRM systems. HubSpot also is a popular marketing automation platform that has its own CRM backbone.</p>\r\n<p class=\"align-left\">This becomes important when a company's marketing operations rely on a survey, email, social media or chatbot app for inbound lead-generation efforts that plug into Marketo or Eloqua, which, in turn, allows those marketing processes to continue regardless of which CRM the company uses. In effect, they act as middleware connecting the thousands of niche marketing automation tools and large CRM systems, where a company's customer data resides.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What are the types of marketing automation software?<br /></span></h1>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">CRM integrated</span>. Many CRM solutions today have multi-channel marketing tools to make lead generation a seamless experience from top-of-funnel to conversion. If not fully packaged, at least the marketing automation and CRM are modularized and have native integration.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Email marketing</span>. Marketing automation has its beginnings with email marketing software. Many mailers are established and have maintained their email marketing UI as their core functionality, but they now offer newer marketing automation features like lead scoring, landing page integration and analytics beyond the open-click metric.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Marketing automation.</span> This is the primary category featuring the standard tools, such as: forms, landing pages, lead scoring, lead database, reporting and analytics and pre-built or integrated email marketing and CRM functions.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Marketing analytics software</span>. They can be standalone apps or modules to a bigger marketing automation system. They lend more powerful analytics to the base system and cross over to the business intelligence category.<br />Social marketing. These are marketing software solutions with focus on social media functionalities such as Twitter and LinkedIn prospecting, brand mention tracking on Facebook and triggered posts on your pages based on your rules for keywords, hashtags or mentions.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What does marketing automation software do?</span></h1>\r\n<p class=\"align-left\">Here are the main features of marketing automation technology, which you should look for when subscribing to one.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead scoring. </span>Allows you to automatically grade leads based on specific criteria you set, including demographics, prospect behaviors and historical interactions. You assign a weight to each criterion and the system aggregates them to calculate the prospect’s lead score. The lead scores can be segregated by range and automatically funneled to their respective workflows. </p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead database</span>. The lead database captures a qualified prospect’s details and other marketing activities like web visits, email clicks and downloads. This database funnels leads to your CRM sales pipeline and, once converted, into your main customer database. The lead database may also allow for segmentation to help you target groups.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead nurturing.</span> Generally runs workflows designed to filter or shortlist prospects, which include managing the processes in email marketing and other channels and capturing data that helps in further qualifying leads.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Email marketing.</span> Business email marketing software allows email drip campaigns and features newsletter and email templates or an editor that lets you design your layout with ease. It allows for mass emails to targeted lists with a tracking tool to view number of opens and click-throughs. It may also feature an advanced tool for triggered emails, which send the right response in real time to specific customer actions.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">CRM integration</span>. Once the leads are qualified at the top-of-funnel, they are sent to the sales team; hence, marketing automation software should have seamless CRM integration. The integration can be with a third-party solution or as an add-on to the marketing automation software.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Forms and landing pages.</span> A form is embedded on the landing page to collect lead data, where it is funneled into your database for lead scoring. The landing page can also include dynamic content, where images, texts and calls-to-action are customized to the lead based on profiling like geolocation, industry, job title, previous interactions with you, etc.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Progressive profiling.</span> This is a smart form that delivers the right fields to different leads. A web visitor is analyzed for key details (for example: IP address, source page, Y/N customer) and is led to a series of unique short forms to capture specific data. This feature may also require social credentials for deeper profiling.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Reporting &amp; analytics. </span>You can calculate an individual campaign’s cost and ROI and, generally, your marketing activities, by running analytics on key metrics that are sliced and diced in different ways that include open emails, downloads, lead volume, etc. In conjunction with CRM, you can associate these values against sales metrics like conversion rate, win-loss rate and total sales.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Mobile-optimized. </span>Mobile-optimized landing pages and emails help you target users who access the Internet from their smartphones or tablets. Mobile-optimized also means you can access the system and your data on the go.<br /><br /><br /><br /></p>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon-marketing-automation.png"},{"id":818,"title":"Content Marketing","alias":"content-marketing","description":" Content marketing is a form of marketing focused on creating, publishing, and distributing content for a targeted audience online. It is often used by businesses in order to:\r\n<ul><li>Attract attention and generate leads</li><li>Expand their customer base</li><li>Generate or increase online sales</li><li>Increase brand awareness or credibility</li><li>Engage an online community of users</li></ul>\r\nContent marketing attracts prospects and transforms prospects into customers by creating and sharing valuable free content. Content marketing helps companies create sustainable brand loyalty, provides valuable information to consumers, and creates a willingness to purchase products from the company in the future. This relatively new form of marketing does not involve direct sales. Instead, it builds trust and rapport with the audience.\r\nUnlike other forms of online marketing, content marketing relies on anticipating and meeting an existing customer need for information, as opposed to creating demand for a new need. As James O'Brien of Contently wrote on Mashable, &quot;The idea central to content marketing is that a brand must give something valuable to get something valuable in return. Instead of the commercial, be the show. Instead of the banner ad, be the feature story.&quot; Content marketing requires continuous delivery of large amounts of content, preferably within a content marketing strategy.\r\nWhen businesses pursue content marketing, the main focus should be the needs of the prospect or customer. Once a business has identified the customer's need, information can be presented in a variety of formats, including news, video, white papers, e-books, infographics, email newsletters, case studies, podcasts, how-to guides, question and answer articles, photos, blogs, etc. Most of these formats belong to the digital channel.\r\nDigital content marketing is a management process that uses electronic channels to identify, forecast, and satisfy the content requirements of a particular audience. It must be consistently updated and added to in order to influence the behavior of customers.","materialsDescription":" What Types of Businesses Can Content Marketing Help?\r\nSmall and large businesses in virtually every industry use content marketing to their advantage. From major consumer brands and retail stores to tech companies and service-oriented businesses, content marketing can help you reach out to your target audience.\r\nBoth business-to-consumer (B2C) and business-to-business (B2B) companies have developed successful content marketing strategies. The techniques and goals vary between B2B and B2C companies, but that doesn’t make content marketing any less effective.\r\n<span style=\"font-weight: bold;\">How Can Content Marketing Benefit My Business?</span>\r\nThe beauty of content marketing is that it serves multiple purposes. Depending on your goals and the type of content you create, it could boost your brand in several different ways.\r\nFirst, content marketing can increase awareness of your brand, especially if the material you produce has an educational angle. As customers get to know your brand and the value that it provides through high-quality content, you can also increase customer loyalty. As you grow your brand’s base, you can also generate website traffic and drive sales.\r\n<span style=\"font-weight: bold;\">Can Content Marketing Generate Leads for My Business?</span>\r\nWith the right strategy in place, you can use content marketing to generate a steady stream of new leads for your business. While most brands offer content like blog posts, articles, and videos free of charge, they also create high-level content, such as white papers, case studies, and eBooks to serve as lead magnets. Then they require readers to opt into a mailing list before gaining access to the high-level content.\r\nOnce you’ve gained permission to email interested customers, you can introduce your leads to your sales funnel. As your leads discover and engage with your other content marketing efforts, they may convert from potential to current customers.\r\n<span style=\"font-weight: bold;\">What’s the Most Common Content Marketing Mistake?</span>\r\nFor most businesses, the biggest content marketing mistake is jumping in without a coherent strategy. Like any type of marketing, you need a plan to get the results you want from content marketing. Launching a blog and producing posts regularly may never help you achieve your objectives if you don’t know what you want to accomplish or how to get there.\r\nTo develop an effective content marketing strategy, you’ll need to understand who your target audience is, what kinds of content they want, and how your brand can offer the greatest value to your audience. Many businesses opt to create buyer personas so they can get to know their target audience and design content that’s sure to resonate.\r\n<span style=\"font-weight: bold;\">What Type of Content Should My Business Create?</span>\r\nWhile the right content balance varies from business to business, most brands consider a few essential types. Blog posts and articles tend to top out around 1,000 words and usually help readers understand how and why to use your product or service. Case studies, white papers, and eBooks are substantially longer and typically feature original research related to your industry. Infographics and videos generally explain and illustrate concepts that you simply can’t convey via text. Depending on your brand’s goals, you might include one, two, or all types of content in your strategy.\r\n<span style=\"font-weight: bold;\">How Much Content Should My Business Produce?</span>\r\nJust as content type depends on your unique brand, so does content frequency. A lifestyle brand may benefit from developing and sharing short snippets of content daily, while others may get more value out of creating long-form content once a week or twice a month.\r\nNo matter what type of frequency works best for your business, however, strive for a consistent schedule. A regular schedule will boost your reliability and ensure that your audience anticipates your content.\r\n<span style=\"font-weight: bold;\">Is Content Marketing the Same as Social Media Marketing?</span>\r\nThese two branches of marketing aren’t the same, but many businesses integrate their content marketing and social media marketing strategies. This synthesis helps brands ensure that they’re optimizing their marketing efforts.\r\nWhile content marketing encompasses written, graphic, and video material that can live on your company’s website or any number of other places online, social media marketing takes place strictly on platforms like Facebook and Instagram. Many social media marketers build their editorial calendars around sharing links to content that their brands have created, as this practice can drive views and value.\r\n<span style=\"font-weight: bold;\">How Can You Measure the Results of Content Marketing?</span>\r\nWhen you invest in a content marketing strategy, it’s essential to track the results and determine your return on investment (ROI). As a general rule, your goals determine the metrics you’ll track as you assess results.\r\nFor example, if you want to increase brand awareness, you might track website traffic, bounce rate, or social shares. If you want to generate leads, you’ll track the number of leads, conversion rates, and an average time to close.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon-content-marketing.png"},{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":4760,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/cisco_logo.png","logo":true,"scheme":false,"title":"Cisco Connected Mobile Experiences (CMX)","vendorVerified":0,"rating":"0.00","implementationsCount":1,"suppliersCount":0,"supplierPartnersCount":125,"alias":"cisco-connected-mobile-experiences-cmx","companyTitle":"Cisco","companyTypes":["supplier","vendor"],"companyId":170,"companyAlias":"cisco","description":"Cisco Connected Mobile Experiences turns the industry-leading wireless infrastructure into an intelligent platform that not only provides a reliable connection, but also provides analytic customer information that you can use to grow your business. As the undisputed leader in the Wi-Fi market with over seven years of experience in Wi-Fi location, Cisco is a trusted partner\r\nCisco Connected Mobile Experiences (CMX) uses a high-density wireless network with the Cisco® Mobility Services Engine, which enables organizations to collect aggregated location data for Wi-Fi users. CMX Analytics is a data visualization module that helps organizations use the network as a source of data for business analysis, highlight behavioral patterns and trends, which, in turn, can help businesses make informed decisions about how to improve customer service and improve their quality. service.<br /><span style=\"font-weight: bold;\"><br />Benefits</span>\r\nWith the CMX solution, you can:\r\n<ul><li>Analyze business performance and optimize marketing activities through quantitative analysis of activity at your facility, for example, determining the patency of a particular store</li></ul>\r\n<ul><li>Increase the profitability per square meter by optimizing the location using the detailed traffic of the outlet, the conversion rate of visitors into customers, as well as other information, up to specific zones, as well as quantifying the implementation of changes</li></ul>\r\n<ul><li>Increase customer satisfaction by ensuring that there are enough staff during peak periods</li></ul>\r\n<ul><li>Increase profitability using location data for optimal mobile marketing campaigns.</li></ul>","shortDescription":"Thanks to Cisco CMX solutions, Wi-Fi from a familiar means of accessing the network can turn into a powerful tool for analytics, encouraging customers and generating additional profit.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":9,"sellingCount":9,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Cisco Connected Mobile Experiences (CMX)","keywords":"","description":"Cisco Connected Mobile Experiences turns the industry-leading wireless infrastructure into an intelligent platform that not only provides a reliable connection, but also provides analytic customer information that you can use to grow your business. As the undi","og:title":"Cisco Connected Mobile Experiences (CMX)","og:description":"Cisco Connected Mobile Experiences turns the industry-leading wireless infrastructure into an intelligent platform that not only provides a reliable connection, but also provides analytic customer information that you can use to grow your business. As the undi","og:image":"https://old.roi4cio.com/fileadmin/user_upload/cisco_logo.png"},"eventUrl":"","translationId":4761,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":34,"title":"ITSM - IT Service Management","alias":"itsm-it-service-management","description":"<span style=\"font-weight: bold; \">IT service management (ITSM)</span> is the process of designing, delivering, managing, and improving the IT services an organization provides to its end users. ITSM is focused on aligning IT processes and services with business objectives to help an organization grow.\r\nITSM positions IT services as the key means of delivering and obtaining value, where an internal or external IT service provider works with business customers, at the same time taking responsibility for the associated costs and risks. ITSM works across the whole lifecycle of a service, from the original strategy, through design, transition and into live operation.\r\nTo ensure sustainable quality of IT services, ITSM establishes a set of practices, or processes, constituting a service management system. There are industrial, national and international standards for IT service management solutions, setting up requirements and good practices for the management system. \r\nITSM system is based on a set of principles, such as focusing on value and continual improvement. It is not just a set of processes – it is a cultural mindset to ensure that the desired outcome for the business is achieved. \r\n<span style=\"font-weight: bold; \">ITIL (IT Infrastructure Library)</span> is a framework of best practices and recommendations for managing an organization's IT operations and services. IT service management processes, when built based on the ITIL framework, pave the way for better IT service operations management and improved business. To summarize, ITIL is a set of guidelines for effective IT service management best practices. ITIL has evolved beyond the delivery of services to providing end-to-end value delivery. The focus is now on the co-creation of value through service relationships. \r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">ITSM processes typically include five stages, all based on the ITIL framework:</span></p>\r\n<span style=\"font-weight: bold; \">ITSM strategy.</span> This stage forms the foundation or the framework of an organization's ITSM process building. It involves defining the services that the organization will offer, strategically planning processes, and recognizing and developing the required assets to keep processes moving. \r\n<span style=\"font-weight: bold; \">Service design.</span> This stage's main aim is planning and designing the IT services the organization offers to meet business demands. It involves creating and designing new services as well as assessing current services and making relevant improvements.\r\n<span style=\"font-weight: bold; \">Service transition.</span> Once the designs for IT services and their processes have been finalized, it's important to build them and test them out to ensure that processes flow. IT teams need to ensure that the designs don't disrupt services in any way, especially when existing IT service processes are upgraded or redesigned. This calls for change management, evaluation, and risk management. \r\n<span style=\"font-weight: bold; \">Service operation. </span>This phase involves implementing the tried and tested new or modified designs in a live environment. While in this stage, the processes have already been tested and the issues fixed, but new processes are bound to have hiccups—especially when customers start using the services. \r\n<span style=\"font-weight: bold;\">Continual service improvement (CSI).</span> Implementing IT processes successfully shouldn't be the final stage in any organization. There's always room for improvement and new development based on issues that pop up, customer needs and demands, and user feedback.\r\n\r\n","materialsDescription":"<h1 class=\"align-center\">Benefits of efficient ITSM processes</h1>\r\nIrrespective of the size of business, every organization is involved in IT service management in some way. ITSM ensures that incidents, service requests, problems, changes, and IT assets—in addition to other aspects of IT services—are managed in a streamlined way.\r\nIT teams in your organization can employ various workflows and best practices in ITSM, as outlined in ITIL. Effective IT service management can have positive effects on an IT organization's overall function.\r\nHere are the 10 key benefits of ITSM:\r\n<ul><li>&nbsp;&nbsp;&nbsp; Lower costs for IT operations</li><li>&nbsp;&nbsp;&nbsp; Higher returns on IT investments</li><li>&nbsp;&nbsp;&nbsp; Minimal service outages</li><li>&nbsp;&nbsp;&nbsp; Ability to establish well-defined, repeatable, and manageable IT processes</li><li>&nbsp;&nbsp;&nbsp; Efficient analysis of IT problems to reduce repeat incidents</li><li>&nbsp;&nbsp;&nbsp; Improved efficiency of IT help desk teams</li><li>&nbsp;&nbsp;&nbsp; Well-defined roles and responsibilities</li><li>&nbsp;&nbsp;&nbsp; Clear expectations on service levels and service availability</li><li>&nbsp;&nbsp;&nbsp; Risk-free implementation of IT changes</li><li>&nbsp;&nbsp;&nbsp; Better transparency into IT processes and services</li></ul>\r\n<h1 class=\"align-center\">How to choose an ITSM tool?</h1>\r\nWith a competent IT service management goal in mind, it's important to invest in a service desk solution that caters to your business needs. It goes without saying, with more than 150 service desk tools to choose from, selecting the right one is easier said than done. Here are a few things to keep in mind when choosing an ITSM products:\r\n<span style=\"font-weight: bold; \">Identify key processes and their dependencies. </span>Based on business goals, decide which key ITSM processes need to be implemented and chart out the integrations that need to be established to achieve those goals. \r\n<span style=\"font-weight: bold; \">Consult with ITSM experts.</span> Participate in business expos, webinars, demos, etc., and educate yourself about the various options that are available in the market. Reports from expert analysts such as Gartner and Forrester are particularly useful as they include reviews of almost every solution, ranked based on multiple criteria.\r\n<span style=\"font-weight: bold; \">Choose a deployment option.</span> Every business has a different IT infrastructure model. Selecting an on-premises or software as a service (SaaS IT service management) tool depends on whether your business prefers to host its applications and data on its own servers or use a public or private cloud.\r\n<span style=\"font-weight: bold; \">Plan ahead for the future.</span> Although it's important to consider the &quot;needs&quot; primarily, you shouldn't rule out the secondary or luxury capabilities. If the ITSM tool doesn't have the potential to adapt to your needs as your organization grows, it can pull you back from progressing. Draw a clear picture of where your business is headed and choose an service ITSM that is flexible and technology-driven.\r\n<span style=\"font-weight: bold;\">Don't stop with the capabilities of the ITSM tool.</span> It might be tempting to assess an ITSM tool based on its capabilities and features but it's important to evaluate the vendor of the tool. A good IT support team, and a vendor that is endorsed for their customer-vendor relationship can take your IT services far. Check Gartner's magic quadrant and other analyst reports, along with product and support reviews to ensure that the said tool provides good customer support.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_ITSM.png"},{"id":3,"title":"MDM - Mobile Device Management","alias":"mdm-mobile-device-management","description":" <span style=\"font-weight: bold; \">Mobile device management (MDM)</span> is an industry term for the administration of mobile devices, such as smartphones, tablet computers and laptops. Device management system is usually implemented with the use of a third party product that has management features for particular vendors of mobile devices.\r\nMDM is typically a deployment of a combination of on-device applications and configurations, corporate policies and certificates, and backend infrastructure, for the purpose of simplifying and enhancing the IT management of end user devices. In modern corporate IT environments, the sheer number and diversity of managed devices (and user behavior) has motivated device management tools that allow the management of devices and users in a consistent and scalable way. The overall role of MDM is to increase device supportability, security, and corporate functionality while maintaining some user flexibility.\r\nMany organizations administer devices and applications using MDM products/services. Mobile device management software primarily deals with corporate data segregation, securing emails, securing corporate documents on devices, enforcing corporate policies, integrating and managing mobile devices including laptops and handhelds of various categories. MDM implementations may be either on-premises or cloud-based.\r\nMDM functionality can include over-the-air distribution of applications, data and configuration settings for all types of mobile devices, including mobile phones, smartphones, tablet computers, ruggedized mobile computers, mobile printers, mobile POS devices, etc. Most recently laptops and desktops have been added to the list of systems supported as Mobile Device Management becomes more about basic device management and less about the mobile platform itself. \r\nSome of the <span style=\"font-weight: bold; \">core functions</span> of mobile management software include:\r\n<ul><li>Ensuring that diverse user equipment is configured to a consistent standard/supported set of applications, functions, or corporate policies</li><li>Updating equipment, applications, functions, or policies in a scalable manner</li><li>Ensuring that users use applications in a consistent and supportable manner</li><li>Ensuring that equipment performs consistently</li><li>Monitoring and tracking equipment (e.g. location, status, ownership, activity)</li><li>Being able to efficiently diagnose and troubleshoot equipment remotely</li></ul>\r\nDevice management solutions are leveraged for both company-owned and employee-owned (Bring Your Own Device) devices across the enterprise or mobile devices owned by consumers. Consumer demand for BYOD is now requiring a greater effort for MDM and increased security for both the devices and the enterprise they connect to, especially since employers and employees have different expectations concerning the types of restrictions that should be applied to mobile devices.\r\nBy controlling and protecting the data and configuration settings of all mobile devices in a network, enterprise device management software can reduce support costs and business risks. The intent of MDM is to optimize the functionality and security of a mobile communications network while minimizing cost and downtime.\r\nWith mobile devices becoming ubiquitous and applications flooding the market, mobile monitoring is growing in importance. The use of mobile device management across continues to grow at a steady pace, and is likely to register a compound annual growth rate (CAGR) of nearly 23% through 2028. The US will continue to be the largest market for mobile device management globally. ","materialsDescription":"<h1 class=\"align-center\">How Mobile Device Management works?</h1>\r\nMobile device management relies on endpoint software called an MDM agent and an MDM server that lives in a data center. IT administrators configure policies through the MDM server's management console, and the server then pushes those policies over the air to the MDM agent on the device. The agent applies the policies to the device by communicating with application programming interfaces (APIs) built directly into the device operating system.\r\nSimilarly, IT administrators can deploy applications to managed devices through the MDM server. Mobile software management emerged in the early 2000s as a way to control and secure the personal digital assistants and smartphones that business workers began to use. The consumer smartphone boom that started with the launch of the Apple iPhone in 2007 led to the bring your own device trend, which fueled further interest in MDM.\r\nModern MDM management software supports not only smartphones but also tablets, Windows 10 and macOS computers and even some internet of things devices. The practice of using MDM to control PCs is known as unified endpoint management.\r\n<h1 class=\"align-center\">Key Benefits of Mobile Device Management Software</h1>\r\n<span style=\"font-weight: bold;\">Reduce IT Administration.</span> Instead of manually configuring and testing each new mobile device, mobile device software takes care of the repetitive tasks for you. That gives IT staff more time to work on challenging projects that improve productivity.<span style=\"font-weight: bold;\"></span> \r\n<span style=\"font-weight: bold;\">Improve End-user Productivity. </span>Mobile device management helps end users become more productive because the process of requesting new mobile devices can be cut down from days to hours. Once end users have the device in their hands, mobile device management program helps them get set up on their corporate network much faster. That means less time waiting to get access to email, internal websites, and calendars.<span style=\"font-weight: bold;\"></span> \r\n<span style=\"font-weight: bold;\">Reduce IT Risk.</span> Mobile devices, especially if your organization allows “Bring Your Own Device” (BYOD), create increased risk exposures. Typically, IT managers respond to these risks in one of two ways, neither of which help. First, you may say “no” to mobile device requests. That’s a fast way to become unpopular. Second, you may take a manual approach to review and oversee each device.<span style=\"font-weight: bold;\"></span> \r\n<span style=\"font-weight: bold;\">Enable Enterprise Growth. </span>If your enterprise added a thousand employees this quarter through hiring, acquisition, or other changes, could IT handle the challenge? If you’re honest, you can probably imagine going through plenty of struggles and missing SLAs. That kind of disappointment and missed service expectations make end users respect IT less. \r\nBy using enterprise device management thoroughly, you'll enable enterprise growth. You'll have the systems and processes to manage 100 users or 10,000 users. That means IT will be perceived as enabling growth not standing in the way.\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_MDM_Mobile_Device_Management.png"},{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"},{"id":69,"title":"Business Analytics","alias":"business-analytics","description":"Business Analytics is “the study of data through statistical and operations analysis, the formation of predictive models, application of optimization techniques, and the communication of these results to customers, business partners, and college executives.” Business Analytics requires quantitative methods and evidence-based data for business modeling and decision making; as such, Business Analytics requires the use of Big Data.\r\nSAS describes Big Data as “a term that describes the large volume of data – both structured and unstructured – that inundates a business on a day-to-day basis.” What’s important to keep in mind about Big Data is that the amount of data is not as important to an organization as the analytics that accompany it. When companies analyze Big Data, they are using Business Analytics to get the insights required for making better business decisions and strategic moves.\r\nCompanies use Business Analytics (BA) to make data-driven decisions. The insight gained by BA enables these companies to automate and optimize their business processes. In fact, data-driven companies that utilize Business Analytics achieve a competitive advantage because they are able to use the insights to:\r\n<ul><li>Conduct data mining (explore data to find new patterns and relationships)</li><li>Complete statistical analysis and quantitative analysis to explain why certain results occur</li><li>Test previous decisions using A/B testing and multivariate testing</li><li>Make use of predictive modeling and predictive analytics to forecast future results</li></ul>\r\nBusiness Analytics also provides support for companies in the process of making proactive tactical decisions, and BA makes it possible for those companies to automate decision making in order to support real-time responses.","materialsDescription":"<span style=\"font-weight: bold; \">What does Business Analytics (BA) mean?</span>\r\nBusiness analytics (BA) refers to all the methods and techniques that are used by an organization to measure performance. Business analytics are made up of statistical methods that can be applied to a specific project, process or product. Business analytics can also be used to evaluate an entire company. Business analytics are performed in order to identify weaknesses in existing processes and highlight meaningful data that will help an organization prepare for future growth and challenges.\r\nThe need for good business analytics has spurred the creation of business analytics software and enterprise platforms that mine an organization’s data in order to automate some of these measures and pick out meaningful insights.\r\nAlthough the term has become a bit of a buzzword, business analytics are a vital part of any business. Business analytics make up a large portion of decision support systems, continuous improvement programs and many of the other techniques used to keep a business competitive. Consequently, accurate business analytics like efficiency measures and capacity utilization rates are the first step to properly implementing these techniques.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Business_Analytics.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":4764,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/cisco_logo.png","logo":true,"scheme":false,"title":"Cisco Transport Manager (CTM)","vendorVerified":0,"rating":"0.00","implementationsCount":1,"suppliersCount":0,"supplierPartnersCount":125,"alias":"cisco-transport-manager-ctm","companyTitle":"Cisco","companyTypes":["supplier","vendor"],"companyId":170,"companyAlias":"cisco","description":"Cisco Transport Manager is an intelligent, multitechnology, carrier-class element management system (EMS) for optical networks designed following the TMF MTNM principles. Cisco Transport Manager simplifies provisioning and network management and reduces overall costs by providing operators with:<br />● Single system to manage optical networks: Increases productivity by simplifying complex provisioning tasks of optical network elements<br />● Single repository for network information: Supports configuration, fault, performance, and security management to capture network information such as resources, alarms, and performance data<br />● Integration with operations support system (OSS): Foundation for northbound EMS-to-network management system (NMS) interfaces, with gateway options for CORBA, compliant with TMF 814 standard, Simple Network Management Protocol (SNMP), and direct SQL database access<br />Features and Benefits<br />Cisco Transport Manager increases user productivity through a powerful GUI-based management system that simplifies complex provisioning tasks. The Cisco Transport Manager northbound interfaces accelerate integration into the operations support system’s customer environment. <br /><br />","shortDescription":"Enhance Network Security and Service Continuity with Cisco Transport Manager (CTM)","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":7,"sellingCount":7,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Cisco Transport Manager (CTM)","keywords":"","description":"Cisco Transport Manager is an intelligent, multitechnology, carrier-class element management system (EMS) for optical networks designed following the TMF MTNM principles. Cisco Transport Manager simplifies provisioning and network management and reduces overal","og:title":"Cisco Transport Manager (CTM)","og:description":"Cisco Transport Manager is an intelligent, multitechnology, carrier-class element management system (EMS) for optical networks designed following the TMF MTNM principles. Cisco Transport Manager simplifies provisioning and network management and reduces overal","og:image":"https://old.roi4cio.com/fileadmin/user_upload/cisco_logo.png"},"eventUrl":"","translationId":4765,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":57,"title":"Engineering Applications","alias":"engineering-applications","description":"Specific segmentations of <span style=\"font-weight: bold;\">Engineering Applications</span> include software packages, such as 2D CAD, 3D CAD, engineering analysis, project software and services, collaborative engineering software, and asset information management. These tools are used not only for asset creation but also to manage data and information throughout the lifecycle of physical assets in both infrastructure and industry. Application of optimization techniques in engineering provides as-built information to owners for operations and maintenance requirements, as well as a document for any modifications to the facility.<span style=\"font-weight: bold; \"></span>\r\n<span style=\"font-weight: bold; \">Computer-aided design (CAD)</span> is the use of computers (or workstations) to aid in the creation, modification, analysis, or optimization of a design. CAD software is used to increase the productivity of the designer, improve the quality of design, improve communications through documentation, and to create a database for manufacturing. Computer engineering and intelligent systems output is often in the form of electronic files for print, machining, or other manufacturing operations. \r\nIts use in designing electronic systems is known as electronic design automation (EDA). Application of CAD in mechanical engineering is known as mechanical design automation (MDA) or computer-aided drafting (CAD), which includes the process of creating a technical drawing with the use of computer software.\r\nCAD software for mechanical design uses either vector-based graphics to depict the objects of traditional drafting, or may also produce raster graphics showing the overall appearance of designed objects. However, it involves more than just shapes. As in the manual drafting of technical and engineering drawings, the output of CAD must convey information, such as materials, processes, dimensions, and tolerances, according to application-specific conventions.\r\nCAD is an important industrial art extensively used in many engineering applications, including automotive, shipbuilding, and aerospace industries, industrial and architectural design, electrical engineering app, prosthetics, environmental engineering applications, and many more. \r\nEngineering apps and software are: 2D layout and CAD software, 3D design and visualization systems, Pre-engineering and FEED applications, Engineering information management systems, Asset lifecycle information management systems, Asset performance management systems, P&amp;ID and piping layout design, 3D laser scanning and point cloud modeling, 3D augmented reality simulation systems, 3D virtual reality simulation based on other technologies (photometry, etc.), 3D virtual simulation for operator training, Electrical Engineering applications and HVAC design, Engineering analysis tools, Civil engineering design packages, Fabrication and construction management systems, Software implementation services, Software maintenance &amp; support services, Software as a service including deployment (Cloud, subscription, etc.), Collaborative software for engineering workflows, Associated databases and interfaces.","materialsDescription":"<h1 class=\"align-center\">2D and 3D CAD software</h1>\r\n<p class=\"align-left\">General-purpose CAD software includes a wide range of 2D and 3D software. Before delving into the more specific types of CAD software, it’s important to understand the difference between 2D and 3D CAD and the various industries that leverage them.</p>\r\n<p class=\"align-left\">2D CAD software offers a platform to design in two dimensions. Since 2D CAD does not allow for the creation of perspectives or scale, it is often used for drawing, sketching and drafting conceptual designs. 2D CAD is often used for floor plan development, building permit drawing and building inspection planning. Since it is mainly used as a tool for conceptual design, it is also a great starting point for most 3D designs. This gives users a basic overview of dimension and scale before they move on to 3D design. 2D CAD typically runs at a significantly lower price since it does not provide the same scale of tools and breadth of features.</p>\r\n<p class=\"align-left\">3D CAD provides a platform for designing 3D objects. The main feature of this type of CAD software is 3D solid modeling. This lets designers create objects with length, width and height, allowing more accurate scaling and visualization. With this feature, users can push and pull surfaces and manipulate designs to adjust measurements. Once the 3D design is to your liking, you can transfer it to a 3D rendering software and place the designs in fully realized 3D landscapes.</p>\r\n<h1 class=\"align-center\">BIM software</h1>\r\n<p class=\"align-left\">One of the more specific types of 3D CAD software is building information modeling software, also known as BIM software. BIM software is intended to aid in the design and construction of buildings specifically. BIM software provides users with the ability to break down building parts and see how they fit into a single finalized structure. Users can isolate walls, columns, windows, doors, etc., and alter the design. Engineers, architect, and manufacturers are just some of the professionals that use BIM software on a regular basis.</p>\r\n<h1 class=\"align-center\">Civil engineering design software</h1>\r\n<p class=\"align-left\">Civil engineering design software allows users to design 3D models of municipal buildings and structures. This includes tools for railway modeling, highway design and city infrastructure planning. Similar to BIM, civil engineering design software helps in every stage of the design process by breaking it down to drafting, designing and visualizing the final product. Best app for civil engineering also helps designers determine building costs. Civil engineering design software is perfect for engineers working in public and civil departments including transportation, structural and geotech.</p>\r\n<h1 class=\"align-center\">3D printing software</h1>\r\n<p class=\"align-left\">3D printing software facilitates the printing of real-life 3D objects. When users design an object, it can bу translated into a 3D printing software. The software then relays instructions on how to print that design to an actual 3D printer. The 3D printing software sends instructions to just print out certain parts of an object, or it can print out the entirety of an object. Some CAD software doubles as 3D printing software so you can seamlessly produce actual 3D objects all from one platform. 3D printing software can be used by manufacturers and architects to build machine or building parts. This greatly reduces production costs, as manufacturers no longer need offsite locations for manufacturing. It also gives companies a rapid test drive to see how a product would look if it were mass produced.</p>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Engineering_Applications.png"},{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":4046,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Endace.png","logo":true,"scheme":false,"title":"Endace InvestigationManager","vendorVerified":0,"rating":"0.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"endace-investigationmanager","companyTitle":"Endace","companyTypes":["vendor"],"companyId":5446,"companyAlias":"endace","description":"New with OSm 6.5, InvestigationManager is a lightweight but exceedingly powerful, virtual server application that allows rapid search and data-mining on multiple EndaceProbe™ Analytics Platforms simultaneously. Using InvestigationManager, analysts can conduct searches across groups of EndaceProbes, or even all the EndaceProbes in an EndaceFabric™, simultaneously.\r\n<b>Benefits:</b>\r\n<ul> <li>Rapid, network-wide investigations across an entire EndaceFabric. This fabric may consist of geographically distributed EndaceProbes and/or groups of EndaceProbes that have been stacked to form logical EndaceProbes with multi-petabyte storage capacity and packet capture rates of 100Gbps and beyond</li> <p>&nbsp;</p> <li>Amazingly fast search times. A needle-in-a-haystack search2 across mutiple EndaceProbes and stacks containing petabytes of network history typically takes less than a minute regardless of the number of appliances being searched</li> <p>&nbsp;</p> <li>Automation of investigations across multiple Endace appliances, a “single pane of glass” view, and amazingly fast search times dramatically increase analyst productivity</li> <p>&nbsp;</p> </ul>\r\n<b>Components of an EndaceFabric </b>\r\nTo ensure end-to-end visibility, EndaceProbes are typically deployed in various locations across the network, often at points of interconnect with the public internet, subnetworks, branch offices and private data centers. The EndaceFabric architecture solves the challenge of managing large numbers of distributed EndaceProbes and performing investigations that span multiple physical EndaceProbes at the same time. EndaceCMS™ Central Management Server enables centralized administration of the fabric, such as user account management, software upgrades, appliance configuration, and health monitoring.","shortDescription":"InvestigationManageris a software application for performing centralized investigations across multiple EndaceProbes and vProbes","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":4,"sellingCount":11,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Endace InvestigationManager","keywords":"","description":"New with OSm 6.5, InvestigationManager is a lightweight but exceedingly powerful, virtual server application that allows rapid search and data-mining on multiple EndaceProbe™ Analytics Platforms simultaneously. Using InvestigationManager, analysts can conduct ","og:title":"Endace InvestigationManager","og:description":"New with OSm 6.5, InvestigationManager is a lightweight but exceedingly powerful, virtual server application that allows rapid search and data-mining on multiple EndaceProbe™ Analytics Platforms simultaneously. Using InvestigationManager, analysts can conduct ","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Endace.png"},"eventUrl":"","translationId":4045,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":182,"title":"CMS - Content management system","alias":"cms-content-management-system","description":"A content management system (CMS) manages the creation and modification of digital content. It typically supports multiple users in a collaborative environment.\r\nCMS features vary widely. Most CMSs include Web-based publishing, format management, history editing and version control, indexing, search and retrieval. By their nature, content management systems support the separation of content and presentation.\r\nContent management software solutions are typically used for enterprise content management systems (ECM) and web site content management systems (WCM). An ECM facilitates collaboration in the workplace by integrating document management, digital asset management and records retention functionalities, and providing end users with role-based access to the organization's digital assets. A WCM facilitates collaborative authoring for websites. ECM software often includes a WCM publishing functionality, but ECM webpages typically remain behind the organization's firewall.\r\nBoth enterprise content management and web content management systems have two components: a content management application (CMA) and a content delivery application (CDA). The CMA is a graphical user interface (GUI) that allows the user to control the design, creation, modification and removal of content from a website without needing to know anything about HTML. The CDA component provides the back-end services that support management and delivery of the content once it has been created in the CMA.\r\nDigital asset management systems are another type of CMS. They manage content with a clearly defined author or ownership, such as documents, movies, pictures, phone numbers, and scientific data. Companies also use CMSs to store, control, revise, and publish documentation.\r\nBased on market share statistics, the most popular CMS is WordPress, used by more than 28% of all websites on the Internet, and by 59% of all websites using a known content management system, followed by Joomla and Drupal.\r\n<span style=\"font-weight: bold;\">Content management systems typically provide the following features:</span>\r\n<ul><li>Search engine optimization</li><li>Integrated and online documentation</li><li>Modularity and extensibility</li><li>User and group functionality</li><li>Templating support for changing designs</li><li>Installation and upgrade wizards</li><li>Integrated audit logs</li><li>Compliance with various accessibility frameworks and standards, such as WAI-ARIA</li><li>Reduced need to code from scratch</li><li>Unified user experience</li><li>Version control</li><li>Edit permission management</li></ul>","materialsDescription":"<h1 class=\"align-center\"> <span style=\"font-weight: normal;\">What is a CMS?</span></h1>\r\nAnswer: CMS is an acronym for &quot;Content Management System&quot;. You may see some variations on this term, but they all refer to the same concept. Variations include:\r\n<ul><li>Content Management System</li><li>Web CMS</li><li>Web Content Management System</li><li>CMS Platform</li><li>Content Management Platform</li><li>CMS System</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What does a CMS do?</span></h1>\r\n<p class=\"align-left\">In it's simplest terms, Content Management Systems are designed to help users create and manage their websites. Content management solutions help webmasters manage the many different resources, content types and various data that make up modern web sites.</p>\r\n<p class=\"align-left\">At a minimum, modern websites make use of HTML, CSS, JavaScript and images (jpeg, gif, png, etc) to create web content for visitors to read. At the core of every CMS is the ability to organize these resources and generate valid content that can be read by web browsers. </p>\r\n<p class=\"align-left\">More advanced websites have interactive components (comment sections, forums, e-commerce...) that requires server software to validate and save user submitted content.<br />All of the top CMS platforms have features built-in or available for download as addons for all of these features.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the main types of CMS?</span></h1>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Simple CMS.</span> This system is used to create simple websites that contain several pages using simple control systems. Simple content management systems consist of several modules that are set one time. These CMSs are free and are available on the internet. Among their disadvantages are the inability to change settings, low transmission capacity, inability to create pages dynamically and the inability of ato delegateion of administrator’s credentials to others.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Template CMS.</span> It consists of modules as well, but its structure is more complex if compared to a simple CMS. Template CMS has high transmission capacity, around 50,000 inquiries. Also, it has the support of dynamic pages and the ability to delegate the administrator’s credentials. Many template systems are used to create website content because they are easy to use.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Professional CMS</span>. This type of CMS has a higher level of complexity. You may change the structure of internet resources. Additional modules can be attached to these systems. These systems are used to create information portals or massive projects. As a rule, these CMSs are a paid resource.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Universal CMS</span>. Universal systems have wide functionality and ample opportunities to develope websites of any complexity. They support the functions of changing the structure, creating dynamic pages, modification of settings and credential distribution. Universal CMS is quite expensive. These CMSs are used for work with large portals and web-projects that require high functionality and dynamics.<br /><br /><br /><br /><br /><br /></p>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CMS_-_content_management_system.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":6880,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Creatio_logo.png","logo":true,"scheme":false,"title":"Studio Creatio","vendorVerified":0,"rating":"0.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"studio-creatio","companyTitle":"Creatio","companyTypes":["vendor"],"companyId":9842,"companyAlias":"creatio","description":"<span style=\"font-weight: bold;\">Studio Creatio</span> is a no-code platform designed to automate workflows and build apps with maximum freedom. It combines a range of no-code tools that allow users to build powerful business applications in hours and minutes instead of weeks. With powerful visual design and drag-and-drop tools, users without deep technical skills can easily create and implement business applications, automated workflows, machine learning and AI models for data-driven decision-making, business rules, etc.","shortDescription":"No-code platform to automate workflows and build applications with a maximum degree of freedom","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":0,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Studio Creatio","keywords":"","description":"<span style=\"font-weight: bold;\">Studio Creatio</span> is a no-code platform designed to automate workflows and build apps with maximum freedom. It combines a range of no-code tools that allow users to build powerful business applications in hours and minutes ","og:title":"Studio Creatio","og:description":"<span style=\"font-weight: bold;\">Studio Creatio</span> is a no-code platform designed to automate workflows and build apps with maximum freedom. It combines a range of no-code tools that allow users to build powerful business applications in hours and minutes ","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Creatio_logo.png"},"eventUrl":"","translationId":6880,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":66,"title":"BPM - Business Process Management","alias":"bpm-business-process-management","description":"<span style=\"font-weight: bold; \">Business process management (BPM)</span> is a discipline in operations management in which people use various methods to discover, model, analyze, measure, improve, optimize, and automate business processes. BPM focuses on improving corporate performance by managing business processes. Any combination of methods used to manage a company's business processes is BPM. Processes can be structured and repeatable or unstructured and variable.\r\nAs an approach, BPM sees processes as important assets of an organization that must be understood, managed, and developed to announce and deliver value-added products and services to clients or customers. This approach closely resembles other total quality management or continuous improvement process methodologies. ISO 9000 promotes the process approach to managing an organization.<span style=\"font-weight: bold; \"></span>\r\n<span style=\"font-weight: bold; \">Successfully employing BPM usually involves the following:</span>\r\nOrganizing around outcomes not tasks to ensure the proper focus is maintained\r\nCorrecting and improving processes before (potentially) automating them; otherwise all you’ve done is make the mess run faster\r\nEstablishing processes and assigning ownership lest the work and improvements simply drift away – and they will, as human nature takes over and the momentum peters out\r\nStandardizing processes across the enterprise so they can be more readily understood and managed, errors reduced, and risks mitigated\r\nEnabling continuous change so the improvements can be extended and propagated over time\r\nImproving existing processes, rather than building radically new or “perfect” ones, because that can take so long as to erode or negate any gains achieved\r\n<span style=\"font-weight: bold; \">Business Process Management Software (BPMS)</span> is a process automation tool. It helps you map out your everyday processes to identify and eliminate bottlenecks, control your company’s costs, make your day-to-day processes as efficient as possible, and ensure the effectiveness of the people involved in your processes. A business process management solution to a company’s needs begins with the alignment of business goals with an eye toward creating value through process change initiatives. This alignment leads to a thorough understanding and design of representative processes typically following an industry standard framework \r\nA BPM based foundation provides for complete lifecycle management of business processes, integration across technologies, and imbeds efficiency among people, processes, and technologies.\r\nCommercial business process management tools tend to center on the automation of business processes, essentially moving them from manual pen-and-paper endeavors to effortless automated transactions. BPM software products track how business information is used and then maps the relevant business process and ensure that transactions are done accordingly. This effectively shows where data and process bottlenecks occur and highlights various deficiencies in business processes, including areas where resources are wasted, allowing managers streamline and optimize those processes.\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">There are three key types of BPMS:</span></p>\r\n<span style=\"font-weight: bold; \">Efficiency Monitors:</span>Monitors every system of the enterprise for inefficiency in the processes by following it from start to finish. BPM program accurately pinpoints weakness and bottlenecks where customers might get frustrated and discontinue transactions and processes.\r\n<span style=\"font-weight: bold; \">Workflow Software:</span> Uses detailed maps of an existing processes and tries to streamline them by optimizing certain steps. BPM workflow software cannot suggest improvements to the process, only optimize it, so this software is only as good as the process itself.\r\n<span style=\"font-weight: bold; \">Enterprise Application Integration Tools:</span> A mixture of efficiency monitors, process and workflow management, EAI software is used to integrate legacy systems into new systems. This software can be used to map points for integrating old and new systems, optimizing their information-gathering characteristics and increasing the efficiency of system communications.<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\">What Are the Types of Business Process Management Software?</h1>\r\n<p class=\"align-center\">There are <span style=\"font-weight: bold; \">three basic kinds</span> of BPM frameworks:</p>\r\n<span style=\"font-weight: bold; \">Horizontal frameworks.</span>They deal with design and development of business processes. They are generally focused on technology and reuse.\r\n<span style=\"font-weight: bold; \">Vertical BPM frameworks.</span>&nbsp; This focuses on specific sets of coordinated tasks, using pre-built templates which can be easily deployed and configured.\r\n<span style=\"font-weight: bold; \">Full-service BPM suites.</span>&nbsp; They have five basic components: Process discovery and project scoping; Process modeling and design; Business rules engine; Workflow engine; Simulation and testing.\r\n<p class=\"align-center\">There are <span style=\"font-weight: bold; \">two types of BPM software</span> as it pertains to deployment:<span style=\"font-weight: bold; \"></span></p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">On-premise</span> business process management (BPM). This has been the norm for most enterprises.</p>\r\n<span style=\"font-weight: bold; \">Software as a Service (SaaS).</span> Advances in cloud computing have led to an increased interest in various “software-on-demand” offerings.\r\n<h1 class=\"align-center\">What are BPM Tools?</h1>\r\n<span style=\"font-weight: bold; \">Business Process Management (BPM) tools</span> are used for automating, measuring and optimizing business processes. BPM automation tools use workflow and collaboration to provide meaningful metrics to business leaders.\r\n<span style=\"font-weight: bold; \">Misconceptions about BPM Tools.</span> There’s a common misconception that BPM tools do not easily demonstrate their benefit to the organization. While the benefit from using BPM tools can be hard to quantify, it can be expressed more effectively in terms of business value.\r\n<span style=\"font-weight: bold; \">Process Management Tools.</span> Tools that allow process managers (those that are responsible for organizing the process or activity) to secure the resources needed to execute it, and measure the results of the activity, providing rewards or corrective feedback when necessary. Process manager tools also allows process managers to change and improve the process whenever possible.\r\n<span style=\"font-weight: bold;\">Process Modeling Tools.</span> Software tools that let managers or analysts create business process diagrams. Simple tools only support diagramming. Professional Process Modeling Tools store each model element in a database so that they can be reused on other diagrams or updated. Many business process improvement software supports simulation or code generation.<br /><br /><br />","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/BPM_-_Business_Process_Management.png"},{"id":221,"title":"Process Automation Middleware","alias":"process-automation-middleware","description":" At the current level of development, process automation is one of the approaches to process management based on the use of information technology. This approach allows the management of operations, data, information and resources through the use of computers and software that reduce the degree of human participation in the process, or completely eliminate it.\r\nThe main goal of automation is to improve the quality of the process. An automated process has more stable characteristics than a manual process. In many cases, process automation can increase productivity, reduce process execution time, reduce cost, increase accuracy and stability of operations.\r\nTo date, process automation has covered many industries and areas of activity: from manufacturing processes to shopping in stores. Regardless of the size and scope of the organization, almost every company has automated processes. The process approach provides for all processes the same principles of automation.\r\nDespite the fact that process automation can be performed at various levels, the principles of automation for all levels and all types of processes will remain the same. These are general principles that set the conditions for the efficient execution of processes in automatic mode and establish rules for automatic process control.\r\nThe basic principles of process automation are: the principle of consistency, the principle of integration, the principle of independence of execution. These general principles are detailed depending on the level of automation under consideration and specific processes. For example, automation of production processes includes principles such as the principle of specialization, the principle of proportionality, the principle of continuity, etc.","materialsDescription":" <span style=\"font-weight: bold; \">What are the levels of process automation?</span>\r\nProcess automation is needed to support management at all levels of the company hierarchy. In this regard, the levels of automation are determined depending on the level of control at which the automation of processes is performed.\r\nManagement levels are usually divided into operational, tactical and strategic.\r\nIn accordance with these levels, automation levels are also distinguished:\r\n<ul><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Lower level of automation or level of performers.</span></span> At this level, automation of regularly running processes is carried out. Automation of processes is aimed at performing operational tasks (for example, executing a production process), maintaining established parameters (for example, autopilot operation), and maintaining certain operating modes (for example, temperature conditions in a gas boiler).</li><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Production management level or tactical level.</span></span> Automation of processes of this level ensures the distribution of tasks between various processes of the lower level. Examples of such processes are production management processes (production planning, service planning), processes of managing resources, documents, etc.</li><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Enterprise management level or strategic level.</span></span> Automation of the processes of the enterprise management level provides the solution of analytical and forecast tasks. This level of automation is necessary to support the work of top management of the organization. It is aimed at financial, economic and strategic management.</li></ul>\r\nAutomation of processes at each of these levels is provided through the use of various automation systems (CRM systems, ERP systems, OLAP systems, etc.). All automation systems can be divided into three basic types.\r\nTypes of automation systems include:\r\n<ul><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">immutable systems.</span></span> These are systems in which the sequence of actions is determined by the configuration of the equipment or process conditions and cannot be changed during the process.</li><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">programmable systems.</span></span> These are systems in which the sequence of actions may vary depending on a given program and process configuration. The selection of the necessary sequence of actions is carried out through a set of instructions that can be read and interpreted by the system.</li><li><span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">flexible (self-adjusting) systems.</span></span> These are systems that are able to carry out the selection of necessary actions in the process of work. Changing the configuration of the process (sequence and conditions of operations) is based on information about the process.</li></ul>\r\nThese types of systems can be applied at all levels of process automation individually or as part of a combined system.\r\n<span style=\"font-weight: bold; \">What are the types of automated processes?</span>\r\nIn each sector of the economy, there are enterprises and organizations that produce products or provide services. All these enterprises can be divided into three groups, depending on their “remoteness” in the natural resource processing chain.\r\nThe first group of enterprises is enterprises that extract or produce natural resources. Such enterprises include, for example, agricultural producers, oil and gas companies.\r\nThe second group of enterprises is enterprises that process natural raw materials. They make products from raw materials mined or produced by enterprises of the first group. Such enterprises include, for example, automobile industry enterprises, steel enterprises, electronic industry enterprises, power plants, etc.\r\nThe third group is service enterprises. Such organizations include, for example, banks, educational institutions, medical institutions, restaurants, etc.\r\nFor all enterprises, we can distinguish common groups of processes associated with the production of products or the provision of services.\r\nThese processes include:\r\n<ul><li>business processes;</li><li>design and development processes;</li><li>production processes;</li><li>control and analysis processes.</li></ul>\r\n<span style=\"font-weight: bold;\">What are the benefits of process automation?</span>\r\nProcess automation can significantly improve the quality of management and product quality. With the implementation of the QMS, automation gives a significant effect and enables the organization to significantly improve its work. However, before deciding on process automation, it is necessary to evaluate the benefits of running processes in an automatic mode.\r\nTypically, process automation provides the following benefits:\r\n<ul><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">the speed of completing repetitive tasks increases.</span></span> Due to the automatic mode, the same tasks can be completed faster because automated systems are more accurate in operations and are not prone to a decrease in performance from the time of work.</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">quality of work increases.</span></span> The exclusion of the human factor significantly reduces variations in the execution of the process, which leads to a decrease in the number of errors and, accordingly, increases the stability and quality of the process.</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">increases control accuracy.</span></span> Due to the use of information technology in automated systems, it becomes possible to save and take into account a greater amount of process data than with manual control.</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">parallel tasks.</span></span> Automated systems allow you to perform several actions at the same time without loss of quality and accuracy. This speeds up the process and improves the quality of the results.</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">quick decision making in typical situations.</span></span> In automated systems, decisions related to typical situations are made much faster than with manual control. This improves the performance of the process and avoids inconsistencies in subsequent stages.</li></ul>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Process_Automation_Middleware.png"},{"id":217,"title":"Business-to-Business Middleware","alias":"business-to-business-middleware","description":" Middleware is a very broad term that can be defined as a translation layer between different applications and encompasses a number of different technologies, such as message-oriented middleware and database middleware. B2B middleware though has a narrower definition and is concerned first and foremost with routing data from a firm’s business applications to the applications of business partners such as customer, suppliers or banks.\r\nData must be extracted from the source system, which might be an ERP system or securities trading platform or an HR system whether it is an installed system or, as is increasingly the case, a cloud-based system. Data can be extracted using an API or specialized middleware supplied by the enterprise application.\r\nOnce the data has been extracted, it must be correctly formatted so that it can be shared by a completely different system. Typical standard formats are EDI or XML. However, each of these formats has specific variants specific to particular vertical industries. When the data has been formatted, it must then be transmitted to the business partner and, once again, there are a number of different network protocols such as HTTP-baaed AS1 and AS2, or FTP to support B2B integration.","materialsDescription":" <span style=\"font-weight: bold; \">What is Middleware?</span>\r\nMiddleware is the software that connects network-based requests generated by a client to the back-end data the client is requesting. It is a general term for software that serves to &quot;glue together&quot; separate, often complex and already existing programs.\r\nMiddleware programs come in on-premises software and cloud services, and they can be used independently or together, depending upon the use case. While cloud providers bundle middleware into cloud services suites, such as middleware as a service (MWaaS) or integration PaaS (iPaaS), industry researchers note that many businesses still choose independent middleware products that fit their specific needs.\r\n<span style=\"font-weight: bold; \">How middleware works</span>\r\nAll network-based requests are essentially attempts to interact with back-end data. That data might be something as simple as an image to display or a video to play, or it could be as complex as a history of banking transactions.\r\nThe requested data can take on many different forms&nbsp; and may be stored in a variety of ways, such as coming from a file server, fetched from a message queue or persisted in a database. The role of middleware is to enable and ease access to those back-end resources.\r\n<span style=\"font-weight: bold;\">Middleware categories</span>\r\nIn general, IT industry analysts -- such as Gartner Inc. and Forrester Research -- put middleware into two categories: enterprise integration middleware and platform middleware.\r\n<ul><li>Enterprise application integration middleware enables programmers to create business applications without having to custom-craft integrations for each new application. Here, middleware helps software and services components work together, providing a layer of functionality for data consistency and multi-enterprise or B2B integration. Typically, integration middleware provides messaging services, so different applications can communicate using messaging frameworks like Simple Object Access Protocol (SOAP), web services, Representational State Transfer (REST) or JavaScript Object Notation (JSON). Other middleware technologies used in this category include Object Request Brokers (ORBs), data representation technologies like XML and JavaScript Object Notation (JSON), and more.</li></ul>\r\nBusinesses can purchase individual middleware products or on-premises or cloud-based application integration suites.\r\n<ul><li>Platform middleware supports software development and delivery by providing a runtime hosting environment, such as a container, for application program logic. Its primary components are in-memory and enterprise application servers, as well as web servers and content management. Middleware includes web servers, application servers, content management systems and similar tools that support application development and delivery. Generally, embedded or external communications middleware allows different communications tools to work together. These communications tools enable application and service interaction. Resource management services, such as Microsoft Azure Resource Manager, host application program logic at runtime, another key function in platform middleware. Other components include Trusted Platform Modules (TPMs) and in-memory data grids (IMDGs).</li></ul>\r\nPlatform middleware products are also available as specific on-premises or cloud service tools, as well&nbsp; as multitool suites. On a cloud suite site, middleware as a service offers an integrated set of platform tools and the runtime environment.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Business-to-Business_Middleware.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":6898,"logoURL":"https://old.roi4cio.com/fileadmin/content/imaget-logo-300.png","logo":true,"scheme":false,"title":"Imaget","vendorVerified":0,"rating":"0.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"imaget","companyTitle":"Imaget","companyTypes":["vendor"],"companyId":10416,"companyAlias":"imaget","description":"<p style=\"border: 0px solid #d9d9e3; box-sizing: border-box; --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-shadow: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-shadow-colored: 0 0 transparent; margin: 0px 0px 1.25em; color: var(--text-primary); font-family: S&ouml;hne, ui-sans-serif, system-ui, -apple-system, 'Segoe UI', Roboto, Ubuntu, Cantarell, 'Noto Sans', sans-serif, 'Helvetica Neue', Arial, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji'; font-size: 16px; white-space-collapse: preserve;\">Imaget is a powerful image downloading tool designed for efficiency and ease of use.</p>\r\n<p style=\"border: 0px solid #d9d9e3; box-sizing: border-box; --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-shadow: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-shadow-colored: 0 0 transparent; margin: 1.25em 0px; color: var(--text-primary); font-family: S&ouml;hne, ui-sans-serif, system-ui, -apple-system, 'Segoe UI', Roboto, Ubuntu, Cantarell, 'Noto Sans', sans-serif, 'Helvetica Neue', Arial, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji'; font-size: 16px; white-space-collapse: preserve;\"><span style=\"border: 0px solid #d9d9e3; box-sizing: border-box; --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-shadow: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-shadow-colored: 0 0 transparent; font-weight: 600; color: var(--text-primary);\">Bulk Download with Ease:</span> Seamlessly download images, galleries, and GIFs with just one click, streamlining your download process.</p>\r\n<p style=\"border: 0px solid #d9d9e3; box-sizing: border-box; --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-shadow: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-shadow-colored: 0 0 transparent; margin: 1.25em 0px; color: var(--text-primary); font-family: S&ouml;hne, ui-sans-serif, system-ui, -apple-system, 'Segoe UI', Roboto, Ubuntu, Cantarell, 'Noto Sans', sans-serif, 'Helvetica Neue', Arial, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji'; font-size: 16px; white-space-collapse: preserve;\"><span style=\"border: 0px solid #d9d9e3; box-sizing: border-box; --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-shadow: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-shadow-colored: 0 0 transparent; font-weight: 600; color: var(--text-primary);\">Versatility Across Platforms:</span> Download from any site, including popular platforms like Instagram, Pinterest, Google, Giphy, and more, providing flexibility and compatibility.</p>\r\n<p style=\"border: 0px solid #d9d9e3; box-sizing: border-box; --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-shadow: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-shadow-colored: 0 0 transparent; margin: 1.25em 0px; color: var(--text-primary); font-family: S&ouml;hne, ui-sans-serif, system-ui, -apple-system, 'Segoe UI', Roboto, Ubuntu, Cantarell, 'Noto Sans', sans-serif, 'Helvetica Neue', Arial, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji'; font-size: 16px; white-space-collapse: preserve;\"><span style=\"border: 0px solid #d9d9e3; box-sizing: border-box; --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-shadow: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-shadow-colored: 0 0 transparent; font-weight: 600; color: var(--text-primary);\">Original Quality Downloads:</span> Enjoy images in their original quality, whether it's HD, 2K, 4K, or 8K, ensuring a superior visual experience.</p>\r\n<p style=\"border: 0px solid #d9d9e3; box-sizing: border-box; --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-shadow: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-shadow-colored: 0 0 transparent; margin: 1.25em 0px; color: var(--text-primary); font-family: S&ouml;hne, ui-sans-serif, system-ui, -apple-system, 'Segoe UI', Roboto, Ubuntu, Cantarell, 'Noto Sans', sans-serif, 'Helvetica Neue', Arial, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji'; font-size: 16px; white-space-collapse: preserve;\"><span style=\"border: 0px solid #d9d9e3; box-sizing: border-box; --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-shadow: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-shadow-colored: 0 0 transparent; font-weight: 600; color: var(--text-primary);\">Advanced Settings for Customization:</span> Tailor your download experience with advanced settings. Choose specific file sizes, create albums, rename images, and select output formats according to your preferences.</p>\r\n<p style=\"border: 0px solid #d9d9e3; box-sizing: border-box; --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-shadow: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-shadow-colored: 0 0 transparent; margin: 1.25em 0px 0px; color: var(--text-primary); font-family: S&ouml;hne, ui-sans-serif, system-ui, -apple-system, 'Segoe UI', Roboto, Ubuntu, Cantarell, 'Noto Sans', sans-serif, 'Helvetica Neue', Arial, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji'; font-size: 16px; white-space-collapse: preserve;\"><span style=\"border: 0px solid #d9d9e3; box-sizing: border-box; --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strictness: proximity; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(69,89,164,.5); --tw-ring-offset-shadow: 0 0 transparent; --tw-ring-shadow: 0 0 transparent; --tw-shadow: 0 0 transparent; --tw-shadow-colored: 0 0 transparent; font-weight: 600; color: var(--text-primary);\">Swift and Secure:</span> Benefit from 10x faster downloads, ensuring efficiency without compromising on safety and security. Immerse yourself in a seamless and secure image downloading journey with Imaget.</p>","shortDescription":"Imaget is your ultimate solution for fast image bulk downloads. With just one click, download images, galleries, and GIFs from any site, including Instagram, Pinterest, Google, Giphy, and more.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":0,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Imaget","keywords":"","description":"<p style=\"border: 0px solid #d9d9e3; box-sizing: border-box; --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strict","og:title":"Imaget","og:description":"<p style=\"border: 0px solid #d9d9e3; box-sizing: border-box; --tw-border-spacing-x: 0; --tw-border-spacing-y: 0; --tw-translate-x: 0; --tw-translate-y: 0; --tw-rotate: 0; --tw-skew-x: 0; --tw-skew-y: 0; --tw-scale-x: 1; --tw-scale-y: 1; --tw-scroll-snap-strict","og:image":"https://old.roi4cio.com/fileadmin/content/imaget-logo-300.png"},"eventUrl":"","translationId":6898,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":182,"title":"CMS - Content management system","alias":"cms-content-management-system","description":"A content management system (CMS) manages the creation and modification of digital content. It typically supports multiple users in a collaborative environment.\r\nCMS features vary widely. Most CMSs include Web-based publishing, format management, history editing and version control, indexing, search and retrieval. By their nature, content management systems support the separation of content and presentation.\r\nContent management software solutions are typically used for enterprise content management systems (ECM) and web site content management systems (WCM). An ECM facilitates collaboration in the workplace by integrating document management, digital asset management and records retention functionalities, and providing end users with role-based access to the organization's digital assets. A WCM facilitates collaborative authoring for websites. ECM software often includes a WCM publishing functionality, but ECM webpages typically remain behind the organization's firewall.\r\nBoth enterprise content management and web content management systems have two components: a content management application (CMA) and a content delivery application (CDA). The CMA is a graphical user interface (GUI) that allows the user to control the design, creation, modification and removal of content from a website without needing to know anything about HTML. The CDA component provides the back-end services that support management and delivery of the content once it has been created in the CMA.\r\nDigital asset management systems are another type of CMS. They manage content with a clearly defined author or ownership, such as documents, movies, pictures, phone numbers, and scientific data. Companies also use CMSs to store, control, revise, and publish documentation.\r\nBased on market share statistics, the most popular CMS is WordPress, used by more than 28% of all websites on the Internet, and by 59% of all websites using a known content management system, followed by Joomla and Drupal.\r\n<span style=\"font-weight: bold;\">Content management systems typically provide the following features:</span>\r\n<ul><li>Search engine optimization</li><li>Integrated and online documentation</li><li>Modularity and extensibility</li><li>User and group functionality</li><li>Templating support for changing designs</li><li>Installation and upgrade wizards</li><li>Integrated audit logs</li><li>Compliance with various accessibility frameworks and standards, such as WAI-ARIA</li><li>Reduced need to code from scratch</li><li>Unified user experience</li><li>Version control</li><li>Edit permission management</li></ul>","materialsDescription":"<h1 class=\"align-center\"> <span style=\"font-weight: normal;\">What is a CMS?</span></h1>\r\nAnswer: CMS is an acronym for &quot;Content Management System&quot;. You may see some variations on this term, but they all refer to the same concept. Variations include:\r\n<ul><li>Content Management System</li><li>Web CMS</li><li>Web Content Management System</li><li>CMS Platform</li><li>Content Management Platform</li><li>CMS System</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What does a CMS do?</span></h1>\r\n<p class=\"align-left\">In it's simplest terms, Content Management Systems are designed to help users create and manage their websites. Content management solutions help webmasters manage the many different resources, content types and various data that make up modern web sites.</p>\r\n<p class=\"align-left\">At a minimum, modern websites make use of HTML, CSS, JavaScript and images (jpeg, gif, png, etc) to create web content for visitors to read. At the core of every CMS is the ability to organize these resources and generate valid content that can be read by web browsers. </p>\r\n<p class=\"align-left\">More advanced websites have interactive components (comment sections, forums, e-commerce...) that requires server software to validate and save user submitted content.<br />All of the top CMS platforms have features built-in or available for download as addons for all of these features.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the main types of CMS?</span></h1>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Simple CMS.</span> This system is used to create simple websites that contain several pages using simple control systems. Simple content management systems consist of several modules that are set one time. These CMSs are free and are available on the internet. Among their disadvantages are the inability to change settings, low transmission capacity, inability to create pages dynamically and the inability of ato delegateion of administrator’s credentials to others.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Template CMS.</span> It consists of modules as well, but its structure is more complex if compared to a simple CMS. Template CMS has high transmission capacity, around 50,000 inquiries. Also, it has the support of dynamic pages and the ability to delegate the administrator’s credentials. Many template systems are used to create website content because they are easy to use.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Professional CMS</span>. This type of CMS has a higher level of complexity. You may change the structure of internet resources. Additional modules can be attached to these systems. These systems are used to create information portals or massive projects. As a rule, these CMSs are a paid resource.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Universal CMS</span>. Universal systems have wide functionality and ample opportunities to develope websites of any complexity. They support the functions of changing the structure, creating dynamic pages, modification of settings and credential distribution. Universal CMS is quite expensive. These CMSs are used for work with large portals and web-projects that require high functionality and dynamics.<br /><br /><br /><br /><br /><br /></p>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CMS_-_content_management_system.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":6903,"logoURL":"https://old.roi4cio.com/fileadmin/content/Untitled_design__15_.png","logo":true,"scheme":false,"title":"Pixelsights IT Solutions","vendorVerified":0,"rating":"0.00","implementationsCount":0,"suppliersCount":0,"alias":"pixelsights-it-solutions","companyTypes":[],"description":"<p><span style=\"color: #6c6c6c; font-family: 'Nunito Sans', sans-serif; font-size: 16px;\">Pixelsights transcends the conventional definition of a digital marketing agency. We position ourselves as your strategic ally, collaborating with you to tailor solutions that not only reach but deeply resonate with your target audience. Our comprehensive suite of digital marketing services is designed to drive visibility, maximize ROI, and foster enhanced customer retention in a way that aligns seamlessly with the evolving dynamics of the online realm.</span></p>","shortDescription":"Igniting Your Digital Vision","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":0,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Pixelsights IT Solutions","keywords":"","description":"<p><span style=\"color: #6c6c6c; font-family: 'Nunito Sans', sans-serif; font-size: 16px;\">Pixelsights transcends the conventional definition of a digital marketing agency. We position ourselves as your strategic ally, collaborating with you to tailor solutions","og:title":"Pixelsights IT Solutions","og:description":"<p><span style=\"color: #6c6c6c; font-family: 'Nunito Sans', sans-serif; font-size: 16px;\">Pixelsights transcends the conventional definition of a digital marketing agency. We position ourselves as your strategic ally, collaborating with you to tailor solutions","og:image":"https://old.roi4cio.com/fileadmin/content/Untitled_design__15_.png"},"eventUrl":"","translationId":6903,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":66,"title":"BPM - Business Process Management","alias":"bpm-business-process-management","description":"<span style=\"font-weight: bold; \">Business process management (BPM)</span> is a discipline in operations management in which people use various methods to discover, model, analyze, measure, improve, optimize, and automate business processes. BPM focuses on improving corporate performance by managing business processes. Any combination of methods used to manage a company's business processes is BPM. Processes can be structured and repeatable or unstructured and variable.\r\nAs an approach, BPM sees processes as important assets of an organization that must be understood, managed, and developed to announce and deliver value-added products and services to clients or customers. This approach closely resembles other total quality management or continuous improvement process methodologies. ISO 9000 promotes the process approach to managing an organization.<span style=\"font-weight: bold; \"></span>\r\n<span style=\"font-weight: bold; \">Successfully employing BPM usually involves the following:</span>\r\nOrganizing around outcomes not tasks to ensure the proper focus is maintained\r\nCorrecting and improving processes before (potentially) automating them; otherwise all you’ve done is make the mess run faster\r\nEstablishing processes and assigning ownership lest the work and improvements simply drift away – and they will, as human nature takes over and the momentum peters out\r\nStandardizing processes across the enterprise so they can be more readily understood and managed, errors reduced, and risks mitigated\r\nEnabling continuous change so the improvements can be extended and propagated over time\r\nImproving existing processes, rather than building radically new or “perfect” ones, because that can take so long as to erode or negate any gains achieved\r\n<span style=\"font-weight: bold; \">Business Process Management Software (BPMS)</span> is a process automation tool. It helps you map out your everyday processes to identify and eliminate bottlenecks, control your company’s costs, make your day-to-day processes as efficient as possible, and ensure the effectiveness of the people involved in your processes. A business process management solution to a company’s needs begins with the alignment of business goals with an eye toward creating value through process change initiatives. This alignment leads to a thorough understanding and design of representative processes typically following an industry standard framework \r\nA BPM based foundation provides for complete lifecycle management of business processes, integration across technologies, and imbeds efficiency among people, processes, and technologies.\r\nCommercial business process management tools tend to center on the automation of business processes, essentially moving them from manual pen-and-paper endeavors to effortless automated transactions. BPM software products track how business information is used and then maps the relevant business process and ensure that transactions are done accordingly. This effectively shows where data and process bottlenecks occur and highlights various deficiencies in business processes, including areas where resources are wasted, allowing managers streamline and optimize those processes.\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">There are three key types of BPMS:</span></p>\r\n<span style=\"font-weight: bold; \">Efficiency Monitors:</span>Monitors every system of the enterprise for inefficiency in the processes by following it from start to finish. BPM program accurately pinpoints weakness and bottlenecks where customers might get frustrated and discontinue transactions and processes.\r\n<span style=\"font-weight: bold; \">Workflow Software:</span> Uses detailed maps of an existing processes and tries to streamline them by optimizing certain steps. BPM workflow software cannot suggest improvements to the process, only optimize it, so this software is only as good as the process itself.\r\n<span style=\"font-weight: bold; \">Enterprise Application Integration Tools:</span> A mixture of efficiency monitors, process and workflow management, EAI software is used to integrate legacy systems into new systems. This software can be used to map points for integrating old and new systems, optimizing their information-gathering characteristics and increasing the efficiency of system communications.<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\">What Are the Types of Business Process Management Software?</h1>\r\n<p class=\"align-center\">There are <span style=\"font-weight: bold; \">three basic kinds</span> of BPM frameworks:</p>\r\n<span style=\"font-weight: bold; \">Horizontal frameworks.</span>They deal with design and development of business processes. They are generally focused on technology and reuse.\r\n<span style=\"font-weight: bold; \">Vertical BPM frameworks.</span>&nbsp; This focuses on specific sets of coordinated tasks, using pre-built templates which can be easily deployed and configured.\r\n<span style=\"font-weight: bold; \">Full-service BPM suites.</span>&nbsp; They have five basic components: Process discovery and project scoping; Process modeling and design; Business rules engine; Workflow engine; Simulation and testing.\r\n<p class=\"align-center\">There are <span style=\"font-weight: bold; \">two types of BPM software</span> as it pertains to deployment:<span style=\"font-weight: bold; \"></span></p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">On-premise</span> business process management (BPM). This has been the norm for most enterprises.</p>\r\n<span style=\"font-weight: bold; \">Software as a Service (SaaS).</span> Advances in cloud computing have led to an increased interest in various “software-on-demand” offerings.\r\n<h1 class=\"align-center\">What are BPM Tools?</h1>\r\n<span style=\"font-weight: bold; \">Business Process Management (BPM) tools</span> are used for automating, measuring and optimizing business processes. BPM automation tools use workflow and collaboration to provide meaningful metrics to business leaders.\r\n<span style=\"font-weight: bold; \">Misconceptions about BPM Tools.</span> There’s a common misconception that BPM tools do not easily demonstrate their benefit to the organization. While the benefit from using BPM tools can be hard to quantify, it can be expressed more effectively in terms of business value.\r\n<span style=\"font-weight: bold; \">Process Management Tools.</span> Tools that allow process managers (those that are responsible for organizing the process or activity) to secure the resources needed to execute it, and measure the results of the activity, providing rewards or corrective feedback when necessary. Process manager tools also allows process managers to change and improve the process whenever possible.\r\n<span style=\"font-weight: bold;\">Process Modeling Tools.</span> Software tools that let managers or analysts create business process diagrams. Simple tools only support diagramming. Professional Process Modeling Tools store each model element in a database so that they can be reused on other diagrams or updated. Many business process improvement software supports simulation or code generation.<br /><br /><br />","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/BPM_-_Business_Process_Management.png"},{"id":569,"title":"Website Design","alias":"website-design","description":" Web design is the process of creating websites. It encompasses several different aspects, including webpage layout, content production, and graphic design. While the terms web design and web development are often used interchangeably, web design is technically a subset of the broader category of web development.\r\nWebsites are created using a markup language called HTML. Web designers build webpages using HTML tags that define the content and metadata of each page. The layout and appearance of the elements within a webpage are typically defined using CSS, or cascading style sheets. Therefore, most websites include a combination of HTML and CSS that defines how each page will appear in a browser.\r\nSome web designers prefer to hand code pages (typing HTML and CSS from scratch), while others use a &quot;WYSIWYG&quot; editor like Adobe Dreamweaver. This type of editor provides a visual interface for designing the webpage layout and the software automatically generates the corresponding HTML and CSS code. Another popular way to design websites is with a content management system like WordPress or Joomla. These services provide different website templates that can be used as a starting point for a new website. Webmasters can then add content and customize the layout using a web-based interface.\r\nWhile HTML and CSS are used to design the look and feel of a website, images must be created separately. Therefore, graphic design may overlap with web design, since graphic designers often create images for use on the Web. Some graphics programs like Adobe Photoshop even include a &quot;Save for Web…&quot; option that provides an easy way to export images in a format optimized for web publishing.","materialsDescription":" <span style=\"font-weight: bold;\">Why is Web Design Important?</span>\r\nIt can be difficult to understand why most businesses are willing to pay top dollar for web design work. After all, having a functional website matters more than how it looks, right? Unfortunately, this isn’t the case. Today, the most important aspect of an online business presence in web design.\r\nThis means that businesses should always try to find the best web styles that work for their businesses. Although there are several people who can create websites, it takes a skilled person to design a website that looks polished and functional. Here are some more reasons why web design is important to good business.\r\n<span style=\"font-weight: bold;\">A Good Site Increases Customer Conversion</span>\r\nWhen a business has a well-designed website, it becomes easier to get more customer conversions. This is because a well-designed website uses its elements to lead customers directly to what they need without distractions.\r\n<span style=\"font-weight: bold;\">A Responsive Website Helps Business Reach More Clients</span>\r\nAccording to recent research by Pew Research Center, it was discovered that more and more users are using their mobile phones to do business. This means that businesses need to take advantage of this new set of customers by creating websites that can get clients who are away from their computers.\r\n<span style=\"font-weight: bold;\">Websites Help in Business Branding</span>\r\nA poor looking website will damage the brand of any company while a scummy-looking website drives customers away. However, an elegant website will help people to connect with a business’s branding. A website with a user-friendly page tends to attract clients more to businesses.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Website_Design.png"},{"id":577,"title":"Advertisement Design","alias":"advertisement-design","description":" The term &quot;advertising design&quot; refers to the synthesis of marketing, psychology, creativity and design - integral parts in the development of visual advertising tools.\r\nIf just a design is the creation of a beautiful picture, then an advertising design is the creation of a beautiful picture that brings its owner money. For an advertisement to work, &quot;move the trade&quot; - it must be based on the Idea that would affect the customers of the Customer. Moreover, it would have worked as planned and planned.\r\nThe sphere of design-design is currently carried out within the framework of already established traditions, but innovations in this area are primarily related to the search for specific, interesting, original graphic ways of expressing advertising ideas that contribute to a more effective impact on the consumer, one of which is the use of metaphor in creating an advertising image. It is not by chance that design in the broad sense means “the original train of thought, a new layout idea, a beautiful design”. The realization of a creative goal as the development of an advertising concept for a product or service in our time is an indispensable condition for performing advertising functions.","materialsDescription":" Advertising design is a project activity aimed at developing visualization tools for an advertising image of a product as part of a creative strategy for an advertising campaign.\r\nThe visualization of the advertising image is achieved mostly with the help of design graphics.\r\nAdvertising image is a complex, multifaceted phenomenon, the study of which can be carried out from different positions: economics and marketing, psychotechnologies and perception problems, methods of its creation, etc.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Advertisement_Design.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":3079,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/trello-logo-blue-flat.png","logo":true,"scheme":false,"title":"Atlassian Trello","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":2,"alias":"atlassian-trello","companyTitle":"Atlassian Software Systems","companyTypes":["supplier","vendor"],"companyId":4158,"companyAlias":"atlassian-software-systems","description":"<p>Trello is project management software that presents a visual collaboration tool. It uses a system of boards and cards that allow teams to create a shared perspective on assigned projects. There is no limit to how many boards, cards, or teams an organization can create. Cards can be dragged and dropped to boards to assign tasks, allowing all team members to see the work that&rsquo;s getting done and where projects are in the scope of the process.&nbsp; Cards can be color-coded, labeled, filtered, or archived.</p>\r\n<p>Trello eliminates the need for status update meetings. Comments can be shared on cards to give ideas, feedback, or ask questions. Specific team members can be mentioned in a comment and they are notified in the app, by email, through desktop notifications, or via mobile. Notifications sync across all devices. Trello works on your desktop, iOS and Android devices, and even the Slack platform, allowing teams to work from any location.</p>\r\n<p>Trello allows users to break down tasks and share progress by adding checklists to cards. Deadlines and due dates can be added. Unlimited attachments allow teams to share all the files needed in one accessible space. With the use of &ldquo;Power-Ups&rdquo;, Trello uses adaptable features and integrates with many apps that teams rely on, such as Salesforce, Slack, GitHub, Google Drive, Evernote, and others, eliminating the need to move back and forth between apps while working on projects.</p>\r\n<p><span style=\"font-weight: bold;\">With Trello, you&rsquo;ll be able to do the following:</span></p>\r\n<ul>\r\n<li>Use cards for collaboration and file sharing</li>\r\n<li>Manage and oversee projects with the drag-and-drop function</li>\r\n<li>Sync actions and messages in real time across all members</li>\r\n<li>Monitor team and individual tasks and progress on a single board</li>\r\n<li>Get notified and updated instantly across devices, browsers, and email</li>\r\n<li>Invite as many members as you want</li>\r\n<li>Add labels, set due dates, post comments, build checklists, etc</li>\r\n<li>Integrate productivity apps you currently use</li>\r\n</ul>\r\n<p>Not sure Trello is right for your business? Use our Project Management Product Selection Tool to compare other Project Management solutions. Have questions? Call or email one of our unbiased Technology Advisers for a free consultation.</p>","shortDescription":"Trello is project management software that presents a visual collaboration tool.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":0,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Atlassian Trello","keywords":"","description":"<p>Trello is project management software that presents a visual collaboration tool. It uses a system of boards and cards that allow teams to create a shared perspective on assigned projects. There is no limit to how many boards, cards, or teams an organization","og:title":"Atlassian Trello","og:description":"<p>Trello is project management software that presents a visual collaboration tool. It uses a system of boards and cards that allow teams to create a shared perspective on assigned projects. There is no limit to how many boards, cards, or teams an organization","og:image":"https://old.roi4cio.com/fileadmin/user_upload/trello-logo-blue-flat.png"},"eventUrl":"","translationId":3079,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":81,"title":"Project and Portfolio Management"}],"testingArea":"","categories":[{"id":363,"title":"Project and Portfolio Management","alias":"project-and-portfolio-management","description":"<span style=\"font-weight: bold;\">Project Portfolio Management (PPM)</span> is the centralized management of the processes, methods, and technologies used by project managers and project management offices (PMOs) to analyze and collectively manage current or proposed projects based on numerous key characteristics. The objectives of PPM are to determine the optimal resource mix for delivery and to schedule activities to best achieve an organization’s operational and financial goals, while honouring constraints imposed by customers, strategic objectives, or external real-world factors. The International standard defines the framework of the Project Portfolio Management.\r\nPPM provides program and project managers in large, program/project-driven organizations with the capabilities needed to manage the time, resources, skills, and budgets necessary to accomplish all interrelated tasks. It provides a framework for issue resolution and risk mitigation, as well as the centralized visibility to help planning and scheduling teams to identify the fastest, cheapest, or most suitable approach to deliver projects and programs. Portfolio Managers define Key Performance Indicators and the strategy for their portfolio.\r\n<span style=\"font-style: italic;\">Pipeline Management.</span> Pipeline management involves steps to ensure that an adequate number of project proposals are not generated and not evaluated to determine whether (and how) a set of projects in the portfolio can be executed with finite development resources in a specified time. There are three major sub-components to pipeline management: ideation, work intake processes, and Phase-Gate reviews. Fundamental to pipeline management is the ability to align the decision-making process for estimating and selecting new capital investment projects with the strategic plan.\r\n<span style=\"font-style: italic;\">Resource Manager.</span> The focus on the efficient and effective deployment of an organization’s resources where and when they are needed. These can include financial resources, inventory, human resources, technical skills, production, and design. In addition to project-level resource allocation, users can also model ‘what-if’ resource scenarios, and extend this view across the portfolio.\r\n<span style=\"font-style: italic;\">Change Control.</span> The capture and prioritization of change requests that can include new requirements, features, functions, operational constraints, regulatory demands, and technical enhancements. PPM provides a central repository for these change requests and the ability to match available resources to evolving demand within the financial and operational constraints of individual projects.\r\n<span style=\"font-style: italic;\">Financial Management.</span> With PPM, the Office of Finance can improve their accuracy for estimating and managing the financial resources of a project or group of projects. In addition, the value of projects can be demonstrated in relation to the strategic objectives and priorities of the organization through financial controls and to assess progress through earned value and other project financial techniques.\r\n<span style=\"font-style: italic;\">Risk Management.</span> An analysis of the risk sensitivities residing within each project, as the basis for determining confidence levels across the portfolio. The integration of cost and schedule risk management with techniques for determining contingency and risk response plans, enable organizations to gain an objective view of project uncertainties.","materialsDescription":" <span style=\"font-weight: bold;\">What’s the difference between Project Management and Project Portfolio Management?</span>\r\nProject management is focused on an individual project, making sure it achieves its objectives and adheres to cost schedule baselines and performance standards. Project portfolio management, on the other hand, takes into consideration all the projects within a portfolio. The primary objective here is to select and maintain the appropriate mix of projects and to assess the costs, risks, and returns of running these projects in relation to how they match with organizational goals. Simply put, project management is about doing the project right, project portfolio management is about doing the right projects.\r\n<span style=\"font-weight: bold;\">What Problems Can Project Portfolio Management Address?</span>\r\nProject Portfolio Management helps companies avoid project overload and work on projects that are not aligned with the ultimate vision. In other words, project portfolio management helps companies to work towards their goals without getting sidetracked by too many shiny pennies (ie. projects that appear to be enticing but actually drain their resources for little return).\r\n<span style=\"font-weight: bold;\">How does Project Portfolio Management help with new product development?</span>\r\nProject Portfolio Management supports companies in assessing, evaluating and ranking new product ideas before they become projects, so that time, money and human resources can be spent working on projects that support strategic objectives. This becomes increasingly important and relevant for companies that receive dozens if not hundreds of project proposals.\r\n<span style=\"font-weight: bold;\">What are the key elements of successful portfolio management?</span>\r\nGoals, objectives, governance, approval processes and monitoring portfolio performance.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Project_and_Portfolio_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":3080,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/basecamp.png","logo":true,"scheme":false,"title":"Basecamp Project Management Software","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"basecamp-project-management-software","companyTitle":"Basecamp","companyTypes":["supplier","vendor"],"companyId":5012,"companyAlias":"basecamp","description":"<p>Basecamp is one of the first platforms on the market for complete project management.</p>\r\n<p>In each new project, you can conduct conversations, make text or any other documents, make lists of priority tasks and use the calendar. The administrator is allowed to control the degree of preparation of the project and monitor the activity of each team member. Someone even calls Basecamp a service for exchanging opinions between employees, rather than a project management structure.</p>\r\n<p>Within each Basecamp project, six basic tools are available that will change the business:</p>\r\n<ul>\r\n<li>Task list to track work.</li>\r\n<li>Message board for posting announcements and updates.</li>\r\n<li>Chat rooms for quick discussions with the team.</li>\r\n<li>Schedule dates and milestones as a graph.</li>\r\n<li>Documents and files for organizing all assets.</li>\r\n<li>Automatic check of modules.</li>\r\n</ul>\r\n<p>Basecamp is compatible with many applications, widgets and other programs. On the official website are available free and paid add-ons in the following categories:</p>\r\n<ul>\r\n<li>Apple iPhone apps</li>\r\n<li>mobile applications</li>\r\n<li>reports, schedules and planning</li>\r\n<li>accounting systems</li>\r\n<li>software development tools</li>\r\n<li>time accounting</li>\r\n<li>desktop widgets</li>\r\n<li>other additions.</li>\r\n</ul>\r\n<p>Third-party developers can create add-ons to Basecamp themselves, using an API that adheres to the principles of REST.</p>\r\n<p>There are 4 types of paid accounts that differ in the number of projects and users, the size of the file storage, as well as the availability of time tracking tools. The company provides a 45-day trial period for any of the paid accounts. Also available is a free plan with no time limits, with support for only one project, but without the ability to download files.</p>","shortDescription":"Basecamp is one of the first platforms on the market for complete project management.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":19,"sellingCount":12,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Basecamp Project Management Software","keywords":"","description":"<p>Basecamp is one of the first platforms on the market for complete project management.</p>\r\n<p>In each new project, you can conduct conversations, make text or any other documents, make lists of priority tasks and use the calendar. The administrator is allow","og:title":"Basecamp Project Management Software","og:description":"<p>Basecamp is one of the first platforms on the market for complete project management.</p>\r\n<p>In each new project, you can conduct conversations, make text or any other documents, make lists of priority tasks and use the calendar. The administrator is allow","og:image":"https://old.roi4cio.com/fileadmin/user_upload/basecamp.png"},"eventUrl":"","translationId":3081,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":81,"title":"Project and Portfolio Management"}],"testingArea":"","categories":[{"id":363,"title":"Project and Portfolio Management","alias":"project-and-portfolio-management","description":"<span style=\"font-weight: bold;\">Project Portfolio Management (PPM)</span> is the centralized management of the processes, methods, and technologies used by project managers and project management offices (PMOs) to analyze and collectively manage current or proposed projects based on numerous key characteristics. The objectives of PPM are to determine the optimal resource mix for delivery and to schedule activities to best achieve an organization’s operational and financial goals, while honouring constraints imposed by customers, strategic objectives, or external real-world factors. The International standard defines the framework of the Project Portfolio Management.\r\nPPM provides program and project managers in large, program/project-driven organizations with the capabilities needed to manage the time, resources, skills, and budgets necessary to accomplish all interrelated tasks. It provides a framework for issue resolution and risk mitigation, as well as the centralized visibility to help planning and scheduling teams to identify the fastest, cheapest, or most suitable approach to deliver projects and programs. Portfolio Managers define Key Performance Indicators and the strategy for their portfolio.\r\n<span style=\"font-style: italic;\">Pipeline Management.</span> Pipeline management involves steps to ensure that an adequate number of project proposals are not generated and not evaluated to determine whether (and how) a set of projects in the portfolio can be executed with finite development resources in a specified time. There are three major sub-components to pipeline management: ideation, work intake processes, and Phase-Gate reviews. Fundamental to pipeline management is the ability to align the decision-making process for estimating and selecting new capital investment projects with the strategic plan.\r\n<span style=\"font-style: italic;\">Resource Manager.</span> The focus on the efficient and effective deployment of an organization’s resources where and when they are needed. These can include financial resources, inventory, human resources, technical skills, production, and design. In addition to project-level resource allocation, users can also model ‘what-if’ resource scenarios, and extend this view across the portfolio.\r\n<span style=\"font-style: italic;\">Change Control.</span> The capture and prioritization of change requests that can include new requirements, features, functions, operational constraints, regulatory demands, and technical enhancements. PPM provides a central repository for these change requests and the ability to match available resources to evolving demand within the financial and operational constraints of individual projects.\r\n<span style=\"font-style: italic;\">Financial Management.</span> With PPM, the Office of Finance can improve their accuracy for estimating and managing the financial resources of a project or group of projects. In addition, the value of projects can be demonstrated in relation to the strategic objectives and priorities of the organization through financial controls and to assess progress through earned value and other project financial techniques.\r\n<span style=\"font-style: italic;\">Risk Management.</span> An analysis of the risk sensitivities residing within each project, as the basis for determining confidence levels across the portfolio. The integration of cost and schedule risk management with techniques for determining contingency and risk response plans, enable organizations to gain an objective view of project uncertainties.","materialsDescription":" <span style=\"font-weight: bold;\">What’s the difference between Project Management and Project Portfolio Management?</span>\r\nProject management is focused on an individual project, making sure it achieves its objectives and adheres to cost schedule baselines and performance standards. Project portfolio management, on the other hand, takes into consideration all the projects within a portfolio. The primary objective here is to select and maintain the appropriate mix of projects and to assess the costs, risks, and returns of running these projects in relation to how they match with organizational goals. Simply put, project management is about doing the project right, project portfolio management is about doing the right projects.\r\n<span style=\"font-weight: bold;\">What Problems Can Project Portfolio Management Address?</span>\r\nProject Portfolio Management helps companies avoid project overload and work on projects that are not aligned with the ultimate vision. In other words, project portfolio management helps companies to work towards their goals without getting sidetracked by too many shiny pennies (ie. projects that appear to be enticing but actually drain their resources for little return).\r\n<span style=\"font-weight: bold;\">How does Project Portfolio Management help with new product development?</span>\r\nProject Portfolio Management supports companies in assessing, evaluating and ranking new product ideas before they become projects, so that time, money and human resources can be spent working on projects that support strategic objectives. This becomes increasingly important and relevant for companies that receive dozens if not hundreds of project proposals.\r\n<span style=\"font-weight: bold;\">What are the key elements of successful portfolio management?</span>\r\nGoals, objectives, governance, approval processes and monitoring portfolio performance.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Project_and_Portfolio_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":3083,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Asana.png","logo":true,"scheme":false,"title":"Asana Project Management Software","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"asana-project-management-software","companyTitle":"Asana","companyTypes":["supplier","vendor"],"companyId":5013,"companyAlias":"asana","description":"<p>Asana is a software-as-a-service designed to improve team collaboration and work management. It helps teams manage projects and tasks in one tool. Teams can create projects, assign work to teammates, specify deadlines, and communicate about tasks directly in Asana. It also includes reporting tools, file attachments, calendars, and more.</p>\r\n<p>In May 2013, Asana launched Organizations, a way for companies of all sizes to use Asana, reporting tools to help teams monitor project progress, and IT admin tools.</p>\r\n<p>In 2014, Asana launched Calendar View for projects and tasks, its native iOS app, and Dashboards.</p>\r\n<p>In January 2015, Asana released its native Android app. Later that year, the company added team conversations. In September 2015, Asana unveiled a completely redesigned application and brand.</p>\r\n<p>In 2016, Asana added administrator features including member management, team management, and password and security controls. Then, status updates were added so teams could communicate the state of a project to stakeholders, and task dependencies followed in July 2016. In September 2016, the company launched custom fields, &ldquo;an interface and architecture that will let you tailor Asana&rsquo;s information management to cover a variety of structured data points&rdquo;. A few months later, Asana launched Boards so teams could organize and visualize their projects in columns. The Verge reported that, &ldquo;By integrating lists and boards into a single product, Asana may have just vaulted ahead of its rivals.&rdquo; The company also released pre-made project templates.</p>\r\n<p>In March 2017, Asana announced its integration with Microsoft Teams, followed by the launch of custom project templates in June. In fall 2017, start dates, a new integration with Gmail, and comment-only projects were released. Also in November, Asana launched its app in French and German.</p>\r\n<p>At the beginning of 2018, Asana launched a new CSV importer so teams could upload their data into the app. In February 2018, the app was released in Spanish and Portuguese. In March 2018, Asana announced a new interactive feature called Timeline, which businesses can use to visualize and map out their projects.</p>\r\n<p>Source: <a href=\"https://en.wikipedia.org/wiki/Asana_(software\" target=\"_blank\" rel=\"noopener\">en.wikipedia.org/wiki/Asana_(software</a>)</p>","shortDescription":"Asana is a leading platform that helps teams organize and manage all of their work, from small projects to strategic initiatives.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":0,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Asana Project Management Software","keywords":"","description":"<p>Asana is a software-as-a-service designed to improve team collaboration and work management. It helps teams manage projects and tasks in one tool. 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Portfolio Managers define Key Performance Indicators and the strategy for their portfolio.\r\n<span style=\"font-style: italic;\">Pipeline Management.</span> Pipeline management involves steps to ensure that an adequate number of project proposals are not generated and not evaluated to determine whether (and how) a set of projects in the portfolio can be executed with finite development resources in a specified time. There are three major sub-components to pipeline management: ideation, work intake processes, and Phase-Gate reviews. Fundamental to pipeline management is the ability to align the decision-making process for estimating and selecting new capital investment projects with the strategic plan.\r\n<span style=\"font-style: italic;\">Resource Manager.</span> The focus on the efficient and effective deployment of an organization’s resources where and when they are needed. These can include financial resources, inventory, human resources, technical skills, production, and design. In addition to project-level resource allocation, users can also model ‘what-if’ resource scenarios, and extend this view across the portfolio.\r\n<span style=\"font-style: italic;\">Change Control.</span> The capture and prioritization of change requests that can include new requirements, features, functions, operational constraints, regulatory demands, and technical enhancements. PPM provides a central repository for these change requests and the ability to match available resources to evolving demand within the financial and operational constraints of individual projects.\r\n<span style=\"font-style: italic;\">Financial Management.</span> With PPM, the Office of Finance can improve their accuracy for estimating and managing the financial resources of a project or group of projects. In addition, the value of projects can be demonstrated in relation to the strategic objectives and priorities of the organization through financial controls and to assess progress through earned value and other project financial techniques.\r\n<span style=\"font-style: italic;\">Risk Management.</span> An analysis of the risk sensitivities residing within each project, as the basis for determining confidence levels across the portfolio. The integration of cost and schedule risk management with techniques for determining contingency and risk response plans, enable organizations to gain an objective view of project uncertainties.","materialsDescription":" <span style=\"font-weight: bold;\">What’s the difference between Project Management and Project Portfolio Management?</span>\r\nProject management is focused on an individual project, making sure it achieves its objectives and adheres to cost schedule baselines and performance standards. 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In other words, project portfolio management helps companies to work towards their goals without getting sidetracked by too many shiny pennies (ie. projects that appear to be enticing but actually drain their resources for little return).\r\n<span style=\"font-weight: bold;\">How does Project Portfolio Management help with new product development?</span>\r\nProject Portfolio Management supports companies in assessing, evaluating and ranking new product ideas before they become projects, so that time, money and human resources can be spent working on projects that support strategic objectives. 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They are able to set priorities straight and keep goals in sight. Custom workflows show a clear picture of work progress, without the need for status update meetings or emails. Other features include resource allocation and project templates.</p>\r\n<p><span style=\"font-weight: bold;\">Collaboration and Reporting.</span> The project management and collaboration software enable team members to discuss details of their tasks and project within the context of their work. It includes a proofing and approval tool that allows for faster review and approval of digital images and documents. Users can tag images and videos to provide feedback. They can update task descriptions, post comments, and use @mentions in real-time. Teams can share interactive reports and schedule notifications on a regular basis. Interactive dashboards provide drill-down functionality for details and deeper insight. Work can be further analyzed according to the project, team member, timeline, and other criteria.</p>\r\n<p><span style=\"font-weight: bold;\">Customizations, Ready Solutions, Apps, and Integrations.</span> Wrike includes custom workflows, custom fields, and custom project folder structures to provide teams with flexibility. Thus, they are able to create and fit work processes for today&rsquo;s challenges, and also adjust for growth when the time comes. Solutions are available specific to marketing teams, creative teams, project management, product management, business operations, professional services, or any other type of team. For example, Wrike for PM teams is equipped with tools such as Gantt charts, features for resource and workload management, cross-team collaboration, custom status and workflows, real-time status updates, and visual dashboards and reporting. It also has apps and integrations to enhance and expand the platform for other business needs such as iOS and Android apps for mobile devices, Windows and Mac desktop apps, Salesforce and HubSpot for CRM, Box, Google Drive, OneDrive, and Dropbox for storage, and more.</p>\r\n<p><span style=\"font-weight: bold;\">Target Market</span></p>\r\n<p>Wrike project management software is for teams of all sizes. It is ideal for organizations with distributed, remote and virtual teams. Special solutions are available for marketing, creative, project management, product management, business operations, and professional services teams.</p>\r\n<p><span style=\"font-weight: bold;\">Why Wrike?</span></p>\r\n<p>Wrike is a project management platform with a new generation of tools that enable users to merge top-down and bottom-up approaches to take advantage of the best each has to offer. It allows users to combine control and collaboration, coordination and collective intelligence, resulting in clarity of project goals with organizational visibility.</p>","shortDescription":"Wrike - online project management software to set priorities and align your team to work faster and smarter across your organization.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":13,"sellingCount":18,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Wrike Project Management Software","keywords":"","description":"<p>Wrike is an online project management and collaboration platform that helps teams with tools that can take their performance to the next level. It is designed so that users are able to gain visibility with real-time information. 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Portfolio Managers define Key Performance Indicators and the strategy for their portfolio.\r\n<span style=\"font-style: italic;\">Pipeline Management.</span> Pipeline management involves steps to ensure that an adequate number of project proposals are not generated and not evaluated to determine whether (and how) a set of projects in the portfolio can be executed with finite development resources in a specified time. There are three major sub-components to pipeline management: ideation, work intake processes, and Phase-Gate reviews. Fundamental to pipeline management is the ability to align the decision-making process for estimating and selecting new capital investment projects with the strategic plan.\r\n<span style=\"font-style: italic;\">Resource Manager.</span> The focus on the efficient and effective deployment of an organization’s resources where and when they are needed. These can include financial resources, inventory, human resources, technical skills, production, and design. 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In addition, the value of projects can be demonstrated in relation to the strategic objectives and priorities of the organization through financial controls and to assess progress through earned value and other project financial techniques.\r\n<span style=\"font-style: italic;\">Risk Management.</span> An analysis of the risk sensitivities residing within each project, as the basis for determining confidence levels across the portfolio. The integration of cost and schedule risk management with techniques for determining contingency and risk response plans, enable organizations to gain an objective view of project uncertainties.","materialsDescription":" <span style=\"font-weight: bold;\">What’s the difference between Project Management and Project Portfolio Management?</span>\r\nProject management is focused on an individual project, making sure it achieves its objectives and adheres to cost schedule baselines and performance standards. 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In other words, project portfolio management helps companies to work towards their goals without getting sidetracked by too many shiny pennies (ie. projects that appear to be enticing but actually drain their resources for little return).\r\n<span style=\"font-weight: bold;\">How does Project Portfolio Management help with new product development?</span>\r\nProject Portfolio Management supports companies in assessing, evaluating and ranking new product ideas before they become projects, so that time, money and human resources can be spent working on projects that support strategic objectives. This becomes increasingly important and relevant for companies that receive dozens if not hundreds of project proposals.\r\n<span style=\"font-weight: bold;\">What are the key elements of successful portfolio management?</span>\r\nGoals, objectives, governance, approval processes and monitoring portfolio performance.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Project_and_Portfolio_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":3088,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Todoist.jpg","logo":true,"scheme":false,"title":"Doist Todoist","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"doist-todoist","companyTitle":"Doist","companyTypes":["supplier","vendor"],"companyId":5016,"companyAlias":"doist","description":"<p>Todoist is an application that includes many tools for organizing reminders: timelines, recurring deadlines, subtasks, priorities, subprojects, and color coding. 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Portfolio Managers define Key Performance Indicators and the strategy for their portfolio.\r\n<span style=\"font-style: italic;\">Pipeline Management.</span> Pipeline management involves steps to ensure that an adequate number of project proposals are not generated and not evaluated to determine whether (and how) a set of projects in the portfolio can be executed with finite development resources in a specified time. There are three major sub-components to pipeline management: ideation, work intake processes, and Phase-Gate reviews. Fundamental to pipeline management is the ability to align the decision-making process for estimating and selecting new capital investment projects with the strategic plan.\r\n<span style=\"font-style: italic;\">Resource Manager.</span> The focus on the efficient and effective deployment of an organization’s resources where and when they are needed. These can include financial resources, inventory, human resources, technical skills, production, and design. In addition to project-level resource allocation, users can also model ‘what-if’ resource scenarios, and extend this view across the portfolio.\r\n<span style=\"font-style: italic;\">Change Control.</span> The capture and prioritization of change requests that can include new requirements, features, functions, operational constraints, regulatory demands, and technical enhancements. PPM provides a central repository for these change requests and the ability to match available resources to evolving demand within the financial and operational constraints of individual projects.\r\n<span style=\"font-style: italic;\">Financial Management.</span> With PPM, the Office of Finance can improve their accuracy for estimating and managing the financial resources of a project or group of projects. In addition, the value of projects can be demonstrated in relation to the strategic objectives and priorities of the organization through financial controls and to assess progress through earned value and other project financial techniques.\r\n<span style=\"font-style: italic;\">Risk Management.</span> An analysis of the risk sensitivities residing within each project, as the basis for determining confidence levels across the portfolio. The integration of cost and schedule risk management with techniques for determining contingency and risk response plans, enable organizations to gain an objective view of project uncertainties.","materialsDescription":" <span style=\"font-weight: bold;\">What’s the difference between Project Management and Project Portfolio Management?</span>\r\nProject management is focused on an individual project, making sure it achieves its objectives and adheres to cost schedule baselines and performance standards. 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The result? Healthy, profitable, and long-lasting relationships with your customers!\r\n\r\n\r\n<span style=\"font-weight: bold;\">Streamline and automate service processes</span>\r\n\r\nService process automation is key to driving operating efficiency in your contact center. eGain CallTrack leverages the power of eGain Customer Engagement Hub™ platform (eGain CEH™) to help streamline and automate processes. Using the visual workflow designer, you can set up pre-routing, handling, and post-routing business rules to drive consistency and efficiency through your contact centers.\r\n\r\n\r\n<span style=\"font-weight: bold;\">Effectively categorize interactions</span>\r\n\r\nCategories and resolution codes are assigned automatically as well as manually. Effective classification helps deliver valuable customer feedback and service trends to your product and marketing team.\r\n\r\n\r\n<span style=\"font-weight: bold;\">Make agents more productive</span>\r\n\r\nAgent costs, typically, account for over 50% of contact center expenses. Increase agent productivity through a unified agent desktop that eliminates the need to switch applications and improves access to information.\r\n\r\n\r\nAgents have access to:\r\n\r\n<ul> <li>Complete customer information, including interactions through other channels</li> <li>The common knowledge base</li> <li>Subject matter experts through collaboration tools</li> <li>Multimedia interaction tools such as chat and web cobrowsing to help customers</li> <li>Auto-summarization and note-taking facilities</li> </ul>\r\n\r\n<span style=\"font-weight: bold;\">Resolve issues quickly</span>\r\n\r\neGain CallTrack offers the industry’s most comprehensive knowledge management tools for resolving cases:\r\n\r\n<ul> <li>Agents, across channels, have one-click access to eGain Knowledge Base.</li> <li>Agents can find information through FAQ lists, browsing, searching, and guided help (supported by eGain’s pioneering reasoning engine).</li> <li>Agents can also contribute to the knowledge base.</li> </ul>\r\n\r\n<span style=\"font-weight: bold;\">Monitor and track every call</span>\r\n\r\nPriorities and SLAs are assigned automatically, and alarms are triggered when SLAs are\r\n\r\nlikely to be missed. In addition, managers and supervisors can:\r\n\r\n<ul> <li>Use real-time monitors to oversee queues or agents.</li> <li>Check the audit trail of interactions to ensure correct handling.</li> <li>Run reports to analyze call volumes, SLAs, agent productivity, knowledge base usage, and query trends.</li> </ul>\r\n\r\n\r\n<span style=\"font-weight: bold;\">Integrate multichannel customer communications</span>\r\n\r\neGain CallTrack is one of the many modular applications in eGain, which helps businesses set up omnichannel customer engagement hubs. Use other eGain products to enable escalations to and from self-service, live chat, email, and social interactions.","shortDescription":"eGain CallTrack is a dynamic case management solution that helps companies provide quick, high-quality, and cost-efficient resolution of customer issues across emerging interaction channels.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":14,"sellingCount":17,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"eGain CallTrack","keywords":"eGain, interactions, through, CallTrack, your, knowledge, contact, Agents","description":"\r\neGain CallTrack will enable you to provide consistently effective interactions across social, web, contact center, and mobile channels. The result? Healthy, profitable, and long-lasting relationships with your customers!\r\n\r\n\r\n<span style=\"font-weight: bold;\"","og:title":"eGain CallTrack","og:description":"\r\neGain CallTrack will enable you to provide consistently effective interactions across social, web, contact center, and mobile channels. The result? Healthy, profitable, and long-lasting relationships with your customers!\r\n\r\n\r\n<span style=\"font-weight: bold;\"","og:image":"https://old.roi4cio.com/fileadmin/user_upload/eGain.png"},"eventUrl":"","translationId":1304,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"},{"id":152,"title":"Contact Center","alias":"contact-center","description":"A contact center is a central point from where you can contact.\r\nThe contact center typically includes one or more call centers but may include other types of customer contact, as well. A contact center is generally part of an enterprise's overall customer relationship management (CRM) strategy.<br />Contact centers and call centers are both centers for customer service, and the two terms are often used interchangeably, but a contact center supports more services than a typical call center.\r\nContact centers offer omnichannel customer support, including email, chat, voice over IP (VoIP) and website support. A call center typically uses phones as the main channel of communication and can handle a mass volume of calls.<br />Contact centers are used for inbound communication, outbound communication or a hybrid of both. Contact center agents also interact with customers via web chat, phone, email or other communication channels.\r\nThe contact center infrastructure that is necessary to support communications may be located on the same premises as the contact center, or it can be located externally.\r\nIn an on-premises scenario, the company that owns the contact center also owns and manages its own hardware and software. This requires staffing and IT investments that some companies choose to forgo by outsourcing those tasks to cloud providers or hosting companies.","materialsDescription":" <span style=\"font-weight: bold;\">What is a Call Center?</span>\r\nTraditionally, a call center is an office where a large number of call center agents provide customer service over the telephone. Inbound call centers receive calls for customer support and often serve as a knowledge base for tech support, billing questions, and other customer service issues. These call centers focus on quick call resolution times and agent productivity. In outbound call centers, agents make calls rather than receive them. These could be sales calls, marketing offers, surveys, fundraising requests, or debt collection, for example.\r\nThe term “call center” conjures an image for many people of waiting on perpetual hold or being routed through an endless IVR that never gives them what they need. Because so many consumers have had a dreadful customer service experience along these lines, call centers have developed a bad rap. But as legacy phone systems give way to newer digital technologies, call centers are evolving.\r\n<span style=\"font-weight: bold;\">What is a Contact Center?</span>\r\nThe term &quot;contact center&quot; (or “contact centre”) reflects the modern reality that there are many other ways to connect with a customer these days besides by telephone. The combined trends of increased customer expectations and newer technologies that allow for many channels of communication are creating a shift in the traditional call center model which has existed for decades. Consumers want more ways to reach businesses, and businesses are looking for new ways to improve customer experience.\r\nWhile call center agents generally focus on inbound and outbound calls, either on traditional phone lines or over VoIP, contact center agents handle a wide variety of communications. In a modern multichannel contact center, technical support might be delivered over in-app chat or video, while order status updates are delivered via SMS, event promotions are sent as push notifications, surveys are deployed over Facebook Messenger, and sales inquiries received by email are sent directly to an agent to connect by phone. Call centers handle voice communications, contact centers handle all communications.\r\nA company’s contact center is usually integrated with their customer relationship management (CRM) system, where all interactions between the organization and the public are tracked, coordinated, and managed. Depending on the infrastructure and ecosystem, it could be comprised of an alphabet soup of complex components. Many companies have purchased off-the-shelf systems or a highly customized network of technologies from multiple vendors. Some companies have adopted a cloud-based solution or two, but they remain siloed from the rest of their systems and can’t talk to each other.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Contact_Center1.png"},{"id":337,"title":"Sales","alias":"sales","description":" Sales are activities related to selling or the number of goods or services sold in a given targeted time period.\r\nThe seller, or the provider of the goods or services, completes a sale in response to an acquisition, appropriation, requisition, or a direct interaction with the buyer at the point of sale. There is a passing of title (property or ownership) of the item, and the settlement of a price, in which agreement is reached on a price for which transfer of ownership of the item will occur. The seller, not the purchaser, typically executes the sale and it may be completed prior to the obligation of payment. In the case of indirect interaction, a person who sells goods or service on behalf of the owner is known as a salesman or saleswoman or salesperson, but this often refers to someone selling goods in a store/shop, in which case other terms are also common, including salesclerk, shop assistant, and retail clerk.\r\nIn common law countries, sales are governed generally by the common law and commercial codes. In the United States, the laws governing sales of goods are somewhat uniform to the extent that most jurisdictions have adopted Article 2 of the Uniform Commercial Code, albeit with some non-uniform variations.\r\nA person or organization expressing an interest in acquiring the offered item of value is referred to as a potential buyer, prospective customer, or prospect. Buying and selling are understood to be two sides of the same &quot;coin&quot; or transaction. Both seller and buyer engage in a process of negotiation to consummate the exchange of values. The exchange, or selling, process has implied rules and identifiable stages. It is implied that the selling process will proceed fairly and ethically so that the parties end up nearly equally rewarded. The stages of selling, and buying, involve getting acquainted, assessing each party's need for the other's item of value, and determining if the values to be exchanged are equivalent or nearly so, or, in buyer's terms, &quot;worth the price&quot;. Sometimes, sellers have to use their own experiences when selling products with appropriate discounts.\r\nAlthough the skills required are different, from a management viewpoint, sales is a part of marketing. Sales often form a separate grouping in a corporate structure, employing separate specialist operatives known as salespersons (singular: salesperson). Selling is considered by many to be a sort of persuading &quot;art&quot;. Contrary to popular belief, the methodological approach of selling refers to a systematic process of repetitive and measurable milestones, by which a salesman relates his or her offering of a product or service in return enabling the buyer to achieve their goal in an economic way.","materialsDescription":" <span style=\"font-weight: bold;\">What's the Difference Between Sales and Marketing?</span>\r\nSales and Marketing: two terms we often hear together when working with mid-size companies. In some ways, this is logical because the two need to work together. But in fact, Sales and Marketing are two very different functions and require very different skills.\r\nBusiness leaders know what Operations are; they make stuff. They know what Accounting is; they record and control the money. And they know what Sales do; they sell stuff. So if you are not making stuff, selling stuff, or recording the money—what is marketing and why do you need it?\r\nWhat's the difference between Sales and Marketing? To answer this question, let's define what Sales and Marketing are separately and how they support one another.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">What is Marketing? Aligning with Customers, Now and for the Future</span></span>\r\nA key job of Marketing is to understand the marketplace from the perspective of the customer looking back towards the company and helping lead the company where it should be in the future. Marketing’s job is to direct the organization toward the segments, or groups of customers and channels where the company can profitably compete. It should help the organization see how it needs to modify its product offerings, pricing, and communication so that it meets the needs of the distribution channel or end customers.\r\nMarketing also needs to convert the market understanding into tools and tactics to attract the market, build (often digital) relationships, and develop leads. Without Sales, Marketing efforts run short. Marketing directs Sales as to where they should be hunting and what ammo to use. Note, however, that if Marketing becomes a sales support function focused only on the now, the future can become lost.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Without Marketing, Sales Suffers</span></span>\r\nNot even the best hunter can bring home dinner if they are shooting blanks at decoys. Markets are constantly changing. The job of marketing is to stay ahead of the changes and help the hunters see where they should be hunting and provide them with the right ammunition. If Marketing is only focused on delivering the ammunition for today, nobody will see where the industry is moving or where the company needs to hunt next. This limits growth not only for Sales and Marketing but also for your entire organization.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Can You be Both Sales and Marketing?</span></span>\r\nIn all my years, working for companies that ranged from Fortune 100 to mid-size companies I have never met anyone who was really good at both sales and marketing. I have held the title of VP of Sales and Marketing, managing a 500 person sales and merchandising force. I was really a marketing person with sales authority. The skills required to focus on the now and the push of sales are different. In many ways, they are contrary to the skills of looking to the future and the customer perspective of marketing.\r\nEvery Sales organization feels they have a good understanding of their customers. But every Sales conversation with a customer has a sales transaction lurking in the background. Therefore, customers can never be completely open about their needs and want when talking to a sales person.\r\nFor a company to really grow, someone must have the job of looking out the window towards where the company needs to go in the future. For many companies, this is the job of the CEO and Sales hires someone to do some sales support and gives them a marketing title. But as companies grow, the job of CEO starts to become a full-time job in itself and the strategic role of Marketing gets short-changed. A study of mid-size companies by the University of Texas showed that companies that separated the roles of Marketing and Sales were much more likely to grow faster than the industry average.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Sales and Marketing: Today and the Future</span></span>\r\nSales need to be focused on the now. You can’t run a company unless your sales team is focused on bringing in today’s business. But you can’t really ask your Sales leaders where the company should go next and to develop the 18-month plan to get there without losing focus on today’s revenue. Besides, if your sales executive was really good at developing future-focused business strategies and tying that strategy to the plans and tools of marketing to make it happen, they would be a marketing person and not a now-focused sales person.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Sales.png"},{"id":341,"title":"Customer Service","alias":"customer-service","description":" Customer service is the process of ensuring customer satisfaction with a product or service. Often, customer service takes place while performing a transaction for the customer, such as making a sale or returning an item. Customer service can take the form of in-person interaction, a phone call, self-service systems, or by other means.\r\nCustomer service is an important part of maintaining ongoing client relationships, which is key to continuing revenue. For this reason, many companies have worked hard to increase their customer satisfaction levels.\r\nMost successful businesses recognize the importance of providing outstanding customer service. Courteous and empathetic interaction with a trained customer service representative can mean the difference between losing or retaining a customer.\r\nWhen problems arise, customers should receive timely attention to the issue. Prompt attention to emails and phone calls is critical to maintaining good relations. Requiring customers to stand in long lines or sit on hold can sour an interaction before it begins.\r\nIdeally, customer service should be a one-stop endeavor for the consumer. For example, if a customer calls a helpline regarding a problem with a product, the customer service representative should follow through with the customer until the issue is fully resolved.\r\nThis may entail scheduling appointments with in-person repair personnel if the problem cannot be resolved on the phone, or transferring a call to skilled technicians in another department. Proactively following up with the customer to ensure that he or she is fully satisfied is another smart move.","materialsDescription":" What are customer service standards?\r\nCustomer service standards are an internal corporate set of rules governing the company's customer service activities, an algorithm for communicating with customers, and general standards for responding to unusual situations. The standard of customer service is an integral part of the corporate standard of the company.\r\nFunctions of customer service standards:\r\n<ol><li>To order. The client does not encounter problems, does not see them, which means that he is confident that all the staff without exception are professionals who know their business.</li><li>To control. It is difficult to assess and monitor the work of each manager if there are no clear criteria for evaluation. At the same time, the implementation of the sales plan cannot be the only parameter of the assessment; you need to know whether the manager of customer service standards adopted in this company adheres.</li><li>To adapt. Among other things, the availability of customer service standards simplifies the procedure.</li></ol>\r\nCustomer service standards are effective if the customer does not see the difference between the work of two (or more) managers, and sees only “proprietary” service, always the same, regardless of any external factors or circumstances. The customer service standard, which has been tested in practice, backed up by experience (perhaps even someone else's), created on the basis of analytical studies and recognized methods, can be called &quot;gold&quot;. It allows you to increase profits, improve the image of the company, attract new customers.\r\nCustomer service standards are an important part of the company's brand. But, in addition, the standards are necessary and other units, in particular, the department to work with staff. Therefore, their development must take into account the needs of all interested services of the company.\r\n<span style=\"font-weight: bold; \">What is the purpose of introducing customer service standards in the company?</span>\r\nThe objectives of implementing the standards are as follows:\r\n<ul><li>For employees with experience: minimize the number of erroneous and unnecessary actions. The result of this will be saving time of each employee (no errors - no need to spend time correcting them). And, as a result, increased productivity.</li><li>For novice employees: customer service standards allow you to transfer the necessary knowledge in the most concise manner and in a short time.</li><li>For the company: the abolition of dependence on the old-timers. Not all employees who have worked in the company for many years (or even since the day of foundation) are able to resist the so-called star disease. Having knowledge and experience, a person loses the ability to objectively evaluate his work, he begins to think that he is the best manager in the company. It can end very badly - in the event of dismissal, such an employee will take the base, and turn clients against the company. Standards for customer service are needed to ensure that all employees can be assessed on a single scale, based on the actual benefits they bring to the company, as well as the attitude of the employee to the company.</li><li>For the company: the uniformity of control activities of managers. Standards are unequivocal, exclude double interpretations, and therefore cannot cause controversy about the rightness of an employee or employer.</li><li>For managers: the standards of uniform customer service are the same for all managers, and this makes it possible to make the pay of each manager absolutely transparent and intelligible. Realizing that there will be no double interpretations, the manager may not be afraid that he will be paid less than expected - all his mistakes and achievements are immediately visible and understandable.</li></ul>\r\n<span style=\"font-weight: bold; \">The application of service standards allows you:</span>\r\n<ul><li>to develop a company style in dealing with clients;</li><li>to increase the effectiveness of the work of managers with new customers;</li><li>to bring the quality of communication with customers to a higher level;</li><li>to create a positive opinion of the company about the company, so that it can be recommended to its acquaintances, thus increasing the number of potential and then real customers;</li><li>to minimize conflicts between the manager and the customer;</li><li>to develop a technology for training newcomers;</li><li>to transfer the assessment of the work of the manager from the subjective to the objective, transparent and understandable to everyone;</li><li>to establish a procedure for controlling the work of personnel;</li><li>to increase the motivation of managers to work.</li></ul>\r\n<span style=\"font-weight: bold;\">Benefits of applying service standards</span>\r\n<ul><li>The accumulation of experience: the entire base focuses on the company, and not on the hands of managers, &quot;old-timers.&quot; Thus, the departure of one or several “old” employees does not become a “natural disaster” for the company.</li><li>Motivation, analysis and control: customer service standards make it possible to develop a transparent scheme of managers' motivation based on a clear, almost mathematical analysis of their work. The sales process is optimized.</li><li>Setting goals. With the help of standards, the company has the ability to set clear, reasonable plans. This allows you to keep the atmosphere in the team friendly and stable, and the lack of &quot;muffled&quot; tasks - to increase the loyalty of managers to the company.</li><li>Standards of customer service is a fairly mobile system that allows you to immediately detect errors in working with clients and quickly eliminate them. In addition, at any stage of working with a client, the head of the sales department can intervene in the process, noticing an error in the work of the manager, and even be proactive in order to prevent an error to which the manager is heading.</li><li>Quick and easy start for beginners. Customer service standards are actually a knowledge base, collected, analyzed, and streamlined. Such information is easily transmitted and assimilated by beginners, which means that the beginner quickly gets to work and starts to make a profit. In addition, a newbie will not spoil relations with a client by awkward actions, since he already knows what to do in any conflict and problem situations.</li><li>Customer confidence. Customer service standards allow the latter to feel confident in the company - no matter where the customer is, he will always easily recognize “his” company by brand features and can be absolutely sure that in a small town they will be served as qualitatively as in a million-plus city, because that the company is well aware of their work. So, such a company can be trusted.</li></ul>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Customer_Service.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":281,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Kofax_TotalAgility_TM_.jpg","logo":true,"scheme":false,"title":"Kofax TotalAgility™","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"kofax-totalagilitytm","companyTitle":"Kofax","companyTypes":["vendor"],"companyId":2801,"companyAlias":"kofax","description":"Kofax TotalAgility is a unified software platform that dramatically transforms and simplifies the business critical First Mile™ of business.\r\n\r\nThe First Mile represents information-intensive interactions a customer, provider or partner has with an organization — interactions like new customer onboarding, claims processing, patient experience, student transcript processing and citizen services. By making these meaningful interactions fast, simple and accurate, TotalAgility sets the stage for enduring and profitable customer relationships. TotalAgility delivers a friction-free First Mile, enabling mutually beneficial engagements throughout a business process and over an entire customer lifecycle. The result is sustainable competitive advantage, continually reduced operating costs and satisfied, loyal customers.\r\n\r\nA Versatile Platform\r\nTotalAgility provides a uniquely comprehensive set of capabilities in a modern, open architecture, allowing customers to benefit from the platform at a pace that meets their need and via solutions that comfortably sit alongside existing technology investments.\r\n\r\nReduce Operating Costs\r\nTotalAgility reduces error-prone manual processing and latency while improving customer satisfaction, competitive positioning and profitability.\r\n\r\nOptimize the Customer Experience\r\nBy delivering responsive, dynamic business processes that maximize self-service models, TotalAgility improves responsiveness and enhances customer experience and engagement.\r\n\r\nProvide Mobile Access\r\nTotalAgility extends smart process interactions, HTML 5 interfaces and information capture capabilities to any mobile device, to improve collaboration and reduce time and cost from information-intensive business processes.\r\n\r\nIntegrate With Any System\r\nBy integrating easily with existing systems of record, TotalAgility delivers better First Mile processes without the need for labor- and cost-intensive modifications to legacy applications.","shortDescription":"Kofax TotalAgility is a unified software platform that dramatically transforms and simplifies the business critical First Mile™ of business.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":5,"sellingCount":3,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Kofax TotalAgility™","keywords":"TotalAgility, customer, business, First, interactions, that, processes, Mile","description":"Kofax TotalAgility is a unified software platform that dramatically transforms and simplifies the business critical First Mile™ of business.\r\n\r\nThe First Mile represents information-intensive interactions a customer, provider or partner has with an organizatio","og:title":"Kofax TotalAgility™","og:description":"Kofax TotalAgility is a unified software platform that dramatically transforms and simplifies the business critical First Mile™ of business.\r\n\r\nThe First Mile represents information-intensive interactions a customer, provider or partner has with an organizatio","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Kofax_TotalAgility_TM_.jpg"},"eventUrl":"","translationId":282,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":182,"title":"CMS - Content management system","alias":"cms-content-management-system","description":"A content management system (CMS) manages the creation and modification of digital content. It typically supports multiple users in a collaborative environment.\r\nCMS features vary widely. Most CMSs include Web-based publishing, format management, history editing and version control, indexing, search and retrieval. By their nature, content management systems support the separation of content and presentation.\r\nContent management software solutions are typically used for enterprise content management systems (ECM) and web site content management systems (WCM). An ECM facilitates collaboration in the workplace by integrating document management, digital asset management and records retention functionalities, and providing end users with role-based access to the organization's digital assets. A WCM facilitates collaborative authoring for websites. ECM software often includes a WCM publishing functionality, but ECM webpages typically remain behind the organization's firewall.\r\nBoth enterprise content management and web content management systems have two components: a content management application (CMA) and a content delivery application (CDA). The CMA is a graphical user interface (GUI) that allows the user to control the design, creation, modification and removal of content from a website without needing to know anything about HTML. The CDA component provides the back-end services that support management and delivery of the content once it has been created in the CMA.\r\nDigital asset management systems are another type of CMS. They manage content with a clearly defined author or ownership, such as documents, movies, pictures, phone numbers, and scientific data. Companies also use CMSs to store, control, revise, and publish documentation.\r\nBased on market share statistics, the most popular CMS is WordPress, used by more than 28% of all websites on the Internet, and by 59% of all websites using a known content management system, followed by Joomla and Drupal.\r\n<span style=\"font-weight: bold;\">Content management systems typically provide the following features:</span>\r\n<ul><li>Search engine optimization</li><li>Integrated and online documentation</li><li>Modularity and extensibility</li><li>User and group functionality</li><li>Templating support for changing designs</li><li>Installation and upgrade wizards</li><li>Integrated audit logs</li><li>Compliance with various accessibility frameworks and standards, such as WAI-ARIA</li><li>Reduced need to code from scratch</li><li>Unified user experience</li><li>Version control</li><li>Edit permission management</li></ul>","materialsDescription":"<h1 class=\"align-center\"> <span style=\"font-weight: normal;\">What is a CMS?</span></h1>\r\nAnswer: CMS is an acronym for &quot;Content Management System&quot;. You may see some variations on this term, but they all refer to the same concept. Variations include:\r\n<ul><li>Content Management System</li><li>Web CMS</li><li>Web Content Management System</li><li>CMS Platform</li><li>Content Management Platform</li><li>CMS System</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What does a CMS do?</span></h1>\r\n<p class=\"align-left\">In it's simplest terms, Content Management Systems are designed to help users create and manage their websites. Content management solutions help webmasters manage the many different resources, content types and various data that make up modern web sites.</p>\r\n<p class=\"align-left\">At a minimum, modern websites make use of HTML, CSS, JavaScript and images (jpeg, gif, png, etc) to create web content for visitors to read. At the core of every CMS is the ability to organize these resources and generate valid content that can be read by web browsers. </p>\r\n<p class=\"align-left\">More advanced websites have interactive components (comment sections, forums, e-commerce...) that requires server software to validate and save user submitted content.<br />All of the top CMS platforms have features built-in or available for download as addons for all of these features.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the main types of CMS?</span></h1>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Simple CMS.</span> This system is used to create simple websites that contain several pages using simple control systems. Simple content management systems consist of several modules that are set one time. These CMSs are free and are available on the internet. Among their disadvantages are the inability to change settings, low transmission capacity, inability to create pages dynamically and the inability of ato delegateion of administrator’s credentials to others.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Template CMS.</span> It consists of modules as well, but its structure is more complex if compared to a simple CMS. Template CMS has high transmission capacity, around 50,000 inquiries. Also, it has the support of dynamic pages and the ability to delegate the administrator’s credentials. Many template systems are used to create website content because they are easy to use.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Professional CMS</span>. This type of CMS has a higher level of complexity. You may change the structure of internet resources. Additional modules can be attached to these systems. These systems are used to create information portals or massive projects. As a rule, these CMSs are a paid resource.<span style=\"font-weight: bold;\"></span></p>\r\n<p class=\"align-left\">&nbsp;</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold;\">Universal CMS</span>. Universal systems have wide functionality and ample opportunities to develope websites of any complexity. They support the functions of changing the structure, creating dynamic pages, modification of settings and credential distribution. Universal CMS is quite expensive. These CMSs are used for work with large portals and web-projects that require high functionality and dynamics.<br /><br /><br /><br /><br /><br /></p>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CMS_-_content_management_system.png"},{"id":409,"title":"Content Collaboration","alias":"content-collaboration","description":" <span style=\"font-weight: bold; \">Content collaboration</span> software makes it easy for your users to securely create, access, share and manage business content.\r\nThe content collaboration platform (CCP) market covers a range of products and services that enable content productivity and collaboration. CCPs are aimed at individuals and teams, inside or outside an organization. Additionally, CCPs increasingly support lightweight content management and workflow use cases. <span style=\"font-weight: bold;\">Core user functionalities include: </span>\r\n<ul><li>Mobile access to content repositories.</li><li> File synchronization across devices and cloud repositories.</li><li>File sharing with people and applications, inside or outside an organization. </li><li>Team collaboration, with dedicated folders.</li><li>A content repository. This can be cloud based collaboration software or on-premises program, native to the CCP platform or based on other file servers or repositories.</li></ul>\r\nCommon <span style=\"font-weight: bold;\">features </span>of collaboration software include messaging, audio and video conferencing, task management, document management, calendars, and time tracking.\r\nFrom employees and decision-makers to partners, vendors, regulators and customers, your users benefit from easy, secure access to valuable business content. Rather than keeping files locked up in silos, content collaboration software enables information to flow safely and freely within your organization and across your firewall to external contacts.\r\nSecuring those documents is the challenge. Unless your content collaboration software maintains the highest standards of performance, security, auditing and reliability, cross-enterprise document sharing may lead to inadvertent data leaks or malicious security breaches.","materialsDescription":"<h1 class=\"align-center\">Types of collaboration software tools</h1>\r\nGenerally, collaboration software can be divided into synchronous (or real-time) and asynchronous. Using synchronous software, teammates can work together at the same time, for example with apps that allow several users to edit the same document in real time. Asynchronous software enables users to work on the same task at different times.\r\nBased on their key features, collaboration software can be classified into:\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">Communication software</span></p>\r\nTo solve communication problems, communication software offers chat and audio or video collaboration platform so people can communicate within teams without having to travel. As a result, communication software saves time, helps solve problems faster, and allows remote teams to connect, which otherwise would be difficult and time-consuming.\r\n<span style=\"font-weight: bold; \">Key features include:</span>\r\n<ul><li>Chat and messaging to enable real-time text conversations using direct messages or group chats</li><li>Audio and video conferencing to let people make calls and hold meetings regardless of their location</li><li>Discussion threads to allow users to reply to one particular message in a group chat or channel without distracting other teammate</li><li>File sharing or file collaboration software to make it fast and easy to upload and send files</li></ul>\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">Task management software</span></p>\r\nTask management is an important part of collaboration. Teams use task management software to prioritize and track tasks, which helps to keep track of deadlines. To make collaboration more transparent and effective, task management software often provides boards, timelines, and calendars.\r\n<span style=\"font-weight: bold; \">Key features include:</span>\r\n<ul><li>Boards to create and manage tasks</li><li>Task assignment to appoint people to a task</li><li>Task prioritization to move tasks and set the project schedule</li><li>Planning and scheduling to create plans and meet deadlines using timelines and calendars</li><li>File management to attach and arrange file</li></ul>\r\n<p class=\"align-center\"><span style=\"font-weight: bold; \">Document and content management software</span></p>\r\nDocument and content management software allows users to store, share, and work together on different files. Most of these tools track history of changes that different users make. Some collaboration apps and platforms also have features like chat and video conferencing, allowing users to collaborate on a document and communicate at the same time.\r\n<span style=\"font-weight: bold; \">Key features include:</span>\r\n<ul><li>Document and content management to store and track documents and other files</li><li>Cooperative writing to let several people write content together</li><li>Synchronous editing to let several people edit the same document at the same time and see changes in real time</li><li> Ready-made templates to create documents faster</li></ul>\r\n<br /><br /><br />","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Content_Collaboration.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":3098,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/monday_com.jpg","logo":true,"scheme":false,"title":"monday.com Project Management Software","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"mondaycom-po-dlja-upravlenija-proektami","companyTitle":"monday.com","companyTypes":["supplier","vendor"],"companyId":5027,"companyAlias":"mondaycom","description":"<p>monday.com - is a multi-platform project management and collaboration tool your team will enjoy using. Centralize all communication and keep everyone engaged and focused on what matters.</p>\r\n<p>monday.com lets you plan and execute in the same place - your planning should be as alive as the projects themselves. With monday.com, you plan your projects and work on them in the same place, creating real and fluid planning.</p>\r\n<p>Versatile and visual, monday.com makes it easy to see in a single glance exactly where things stand. Rather than listing out tasks or to-dos, monday.com helps everyone on your team focus on the bigger picture.</p>\r\n<p>monday.com stands out because it&rsquo;s easy to use, creates a visual language and is the only tool that lets you manage anything: projects, tasks, people, ad campaigns, bugs tracking, CRM, customer projects, video production... There are probably several different hundreds of ways to use it, and there are teams that use it for just about everything: from teachers planning their lessons to engineers building airplanes.</p>\r\n<p>Available on all browsers, as well as on desktop for Mac and Windows and mobile apps for Android and iOS. Free 14-days trial.</p>","shortDescription":"monday.com is a visual project management tool that transforms the way teams work together. It's a tool that enables people to manage work, meet deadlines, and build a culture of transparency.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":6,"sellingCount":1,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"monday.com Project Management Software","keywords":"","description":"<p>monday.com - is a multi-platform project management and collaboration tool your team will enjoy using. 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The objectives of PPM are to determine the optimal resource mix for delivery and to schedule activities to best achieve an organization’s operational and financial goals, while honouring constraints imposed by customers, strategic objectives, or external real-world factors. The International standard defines the framework of the Project Portfolio Management.\r\nPPM provides program and project managers in large, program/project-driven organizations with the capabilities needed to manage the time, resources, skills, and budgets necessary to accomplish all interrelated tasks. It provides a framework for issue resolution and risk mitigation, as well as the centralized visibility to help planning and scheduling teams to identify the fastest, cheapest, or most suitable approach to deliver projects and programs. Portfolio Managers define Key Performance Indicators and the strategy for their portfolio.\r\n<span style=\"font-style: italic;\">Pipeline Management.</span> Pipeline management involves steps to ensure that an adequate number of project proposals are not generated and not evaluated to determine whether (and how) a set of projects in the portfolio can be executed with finite development resources in a specified time. There are three major sub-components to pipeline management: ideation, work intake processes, and Phase-Gate reviews. Fundamental to pipeline management is the ability to align the decision-making process for estimating and selecting new capital investment projects with the strategic plan.\r\n<span style=\"font-style: italic;\">Resource Manager.</span> The focus on the efficient and effective deployment of an organization’s resources where and when they are needed. These can include financial resources, inventory, human resources, technical skills, production, and design. In addition to project-level resource allocation, users can also model ‘what-if’ resource scenarios, and extend this view across the portfolio.\r\n<span style=\"font-style: italic;\">Change Control.</span> The capture and prioritization of change requests that can include new requirements, features, functions, operational constraints, regulatory demands, and technical enhancements. PPM provides a central repository for these change requests and the ability to match available resources to evolving demand within the financial and operational constraints of individual projects.\r\n<span style=\"font-style: italic;\">Financial Management.</span> With PPM, the Office of Finance can improve their accuracy for estimating and managing the financial resources of a project or group of projects. In addition, the value of projects can be demonstrated in relation to the strategic objectives and priorities of the organization through financial controls and to assess progress through earned value and other project financial techniques.\r\n<span style=\"font-style: italic;\">Risk Management.</span> An analysis of the risk sensitivities residing within each project, as the basis for determining confidence levels across the portfolio. The integration of cost and schedule risk management with techniques for determining contingency and risk response plans, enable organizations to gain an objective view of project uncertainties.","materialsDescription":" <span style=\"font-weight: bold;\">What’s the difference between Project Management and Project Portfolio Management?</span>\r\nProject management is focused on an individual project, making sure it achieves its objectives and adheres to cost schedule baselines and performance standards. Project portfolio management, on the other hand, takes into consideration all the projects within a portfolio. The primary objective here is to select and maintain the appropriate mix of projects and to assess the costs, risks, and returns of running these projects in relation to how they match with organizational goals. Simply put, project management is about doing the project right, project portfolio management is about doing the right projects.\r\n<span style=\"font-weight: bold;\">What Problems Can Project Portfolio Management Address?</span>\r\nProject Portfolio Management helps companies avoid project overload and work on projects that are not aligned with the ultimate vision. In other words, project portfolio management helps companies to work towards their goals without getting sidetracked by too many shiny pennies (ie. projects that appear to be enticing but actually drain their resources for little return).\r\n<span style=\"font-weight: bold;\">How does Project Portfolio Management help with new product development?</span>\r\nProject Portfolio Management supports companies in assessing, evaluating and ranking new product ideas before they become projects, so that time, money and human resources can be spent working on projects that support strategic objectives. This becomes increasingly important and relevant for companies that receive dozens if not hundreds of project proposals.\r\n<span style=\"font-weight: bold;\">What are the key elements of successful portfolio management?</span>\r\nGoals, objectives, governance, approval processes and monitoring portfolio performance.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Project_and_Portfolio_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":1070,"logoURL":"https://old.roi4cio.com/fileadmin/content/diamant_logo.png","logo":true,"scheme":false,"title":"DiaManT®","vendorVerified":0,"rating":"1.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"diamantr","companyTitle":"Omilia","companyTypes":["supplier","vendor"],"companyId":3998,"companyAlias":"omilia-conversational-intelligence","description":"<p>Платформа обеспечивает инфраструктуру и основные возможности, позволяющие использовать многоканальный разговорный процесс, выступая в качестве единой точки интеграции с корпоративными системами для ведения разговорных диалогов по всем каналам. DiaManT&reg; позволяет выполнять истинные сквозные разговоры на естественном языке. По сравнению с другими поставщиками, которые обеспечивают только управление вызовами с помощью жестко структурированного ПРЯМОГО ДИАЛОГА, клиенты DiaManT&reg; могут свободно разговаривать и нет заранее определенного потока или структуры, за которыми они должны следовать. С DiaManT&reg; существует одно приложение, которое определяет как цель вызывающего, так и доставку самообслуживания, поэтому общение с клиентом полностью неструктурировано, а это означает, что ваши клиенты никогда не будут слышать такие вещи, как &laquo;сказать, что главное меню вернуться&raquo;, - они просто говорят, и DiaManT&reg; слушает, понимает и заботится.</p>","shortDescription":"Платформа, которая обеспечивает инфраструктуру и основные возможности, позволяющие использовать многоканальный диалог","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":2,"sellingCount":15,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"DiaManT®","keywords":"DiaManT®, клиенты, обеспечивает, цель, определяет, которое, приложение, вызывающего","description":"<p>Платформа обеспечивает инфраструктуру и основные возможности, позволяющие использовать многоканальный разговорный процесс, выступая в качестве единой точки интеграции с корпоративными системами для ведения разговорных диалогов по всем каналам. DiaManT&reg; ","og:title":"DiaManT®","og:description":"<p>Платформа обеспечивает инфраструктуру и основные возможности, позволяющие использовать многоканальный разговорный процесс, выступая в качестве единой точки интеграции с корпоративными системами для ведения разговорных диалогов по всем каналам. DiaManT&reg; ","og:image":"https://old.roi4cio.com/fileadmin/content/diamant_logo.png"},"eventUrl":"","translationId":7042,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":213,"title":"​Integration Middleware","alias":"integration-middleware","description":" Integration middleware is the alternate term used for middleware as the purpose of middleware is mainly integration. Integration middleware represents software systems that offer runtime services for communications, integration application execution, monitoring, and operations.\r\nThe key function of middleware is to help make application development simpler. This is done by offering common programming abstractions, covering up heterogeneity, delivering fundamental operating systems and hardware, and masking low-level programming details.\r\nMiddleware is a software that links two separate applications or is commonly used to illustrate different products that function as a glue between two separate applications. For instance, there are various middleware products that establish a connection between a Web server and a database system. This lets users request data from the database by means of forms shown on a Web browser. In return, the Web server returns dynamic Web pages according to the user's requests and profile.","materialsDescription":" <span style=\"font-weight: bold;\">On what classification is based integration middleware?</span>\r\nConventionally, integration middleware is classified based on domains, which are defined by the types of resources that are incorporated:\r\n<ul><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Cloud Integration:</span></span> Integrates with and also between the cloud services, cloud-based applications (SaaS), private clouds, trade hubs, and other typical cloud resources through Web services and standard B2B communication strategies (FTP, AS2, etc.)</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">B2B Integration:</span></span> Integrates customer, provider and various alternative partner interfaces with various data resources and company-managed applications</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Application Integration (A2A):</span></span> Integrates various company-managed applications together, including cloud-based and remote systems</li><li><span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Data Integration:</span></span> Integrates business data resources, such as databases and files, over the business and operational intelligence systems</li></ul>\r\n<span style=\"font-weight: bold;\">What categories include integration middleware?</span>\r\nMiddleware is often described as plumbing because it links both sides of an application and also transfers data between them. Some standard middleware categories include:\r\n<ul><li>Enterprise service buses (ESBs);</li><li>Transaction processing (TP) monitors;</li><li>The distributed computing environment (DCE);</li><li>Remote procedure call (RPC) systems;</li><li>Object request brokers (ORBs);</li><li>Message passing;</li><li>Database access systems.</li></ul>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Integration_Middleware1.png"},{"id":492,"title":"Enterprise Service Bus Middleware","alias":"enterprise-service-bus-middleware","description":" An enterprise service bus (ESB) implements a communication system between mutually interacting software applications in a service-oriented architecture (SOA). It represents a software architecture for distributed computing, and is a special variant of the more general client-server model, wherein any application may behave as server or client. ESB promotes agility and flexibility with regard to high-level protocol communication between applications. Its primary use is in enterprise application integration (EAI) of heterogeneous and complex service landscapes.\r\nThe concept of the enterprise service bus is analogous to the bus concept found in computer hardware architecture combined with the modular and concurrent design of high-performance computer operating systems. The motivation for the development of the architecture was to find a standard, structured, and general purpose concept for describing implementation of loosely coupled software components (called services) that are expected to be independently deployed, running, heterogeneous, and disparate within a network. ESB is also a common implementation pattern for service-oriented architecture, including the intrinsically adopted network design of the World Wide Web.\r\nNo global standards exist for enterprise service bus concepts or implementations. Most providers of message-oriented middleware have adopted the enterprise service bus concept as de facto standard for a service-oriented architecture. The implementations of ESB use event-driven and standards-based message-oriented middleware in combination with message queues as technology frameworks. However, some software manufacturers relabel existing middleware and communication solutions as ESB without adopting the crucial aspect of a bus concept.\r\nThe ESB is implemented in software that operates between the business applications, and enables communication among them. Ideally, the ESB should be able to replace all direct contact with the applications on the bus, so that all communication takes place via the ESB. To achieve this objective, the ESB must encapsulate the functionality offered by its component applications in a meaningful way. This typically occurs through the use of an enterprise message model. The message model defines a standard set of messages that the ESB transmits and receives. When the ESB receives a message, it routes the message to the appropriate application. Often, because that application evolved without the same message model, the ESB has to transform the message into a format that the application can interpret. A software adapter fulfills the task of effecting these transformations, analogously to a physical adapter.\r\nESBs rely on accurately constructing the enterprise message model and properly designing the functionality offered by applications. If the message model does not completely encapsulate the application functionality, then other applications that desire that functionality may have to bypass the bus, and invoke the mismatched applications directly. Doing so violates the principles of the ESB model, and negates many of the advantages of using this architecture.\r\nThe beauty of the ESB lies in its platform-agnostic nature and the ability to integrate with anything at any condition. It is important that Application Lifecycle Management vendors truly apply all the ESB capabilities in their integration products while adopting SOA. Therefore, the challenges and opportunities for EAI vendors are to provide an integration solution that is low-cost, easily configurable, intuitive, user-friendly, and open to any tools customers choose.","materialsDescription":" <span style=\"font-weight: bold;\">What is an Enterprise Service Bus (ESB)?</span>\r\nAn Enterprise Service Bus (ESB) is a type of software platform known as middleware, which works behind the scenes to aid application-to-application communication. Think of an ESB as a “bus” that picks up information from one system and delivers it to another.\r\nThe term ESB first appeared in 2002, but the technology continues to evolve, driven by the need for ever-emerging internet applications to communicate and interact with one another.\r\n<span style=\"font-weight: bold;\">Why would I want an ESB?</span>\r\nImagine that there are two systems in an organization that needs to exchange data. The technical teams that represent each system plan and implement a solution that allows these systems to communicate. A year or two later, the organization deploys several more systems that need to interact with each other as well as the existing two systems. How can all teams develop and reach an agreement on the best solution?\r\nIt becomes very complicated to manage and maintain one solution as an organization’s IT systems expand. With just 10 systems, there could be 100 different interfaces and scores of disparate technical requirements.\r\nAn ESB provides a secure, scalable and cost-effective infrastructure that enables real-time data exchange among many systems. Data from one system, known as a service provider, can be put on the enterprise service bus as a message, which is sent immediately to a service consumer of the data. If a new system wants to consume this same data, all it has to do is plug into the bus in the same manner.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Enterprise_Service_Bus_Middleware.png"},{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"},{"id":152,"title":"Contact Center","alias":"contact-center","description":"A contact center is a central point from where you can contact.\r\nThe contact center typically includes one or more call centers but may include other types of customer contact, as well. A contact center is generally part of an enterprise's overall customer relationship management (CRM) strategy.<br />Contact centers and call centers are both centers for customer service, and the two terms are often used interchangeably, but a contact center supports more services than a typical call center.\r\nContact centers offer omnichannel customer support, including email, chat, voice over IP (VoIP) and website support. A call center typically uses phones as the main channel of communication and can handle a mass volume of calls.<br />Contact centers are used for inbound communication, outbound communication or a hybrid of both. Contact center agents also interact with customers via web chat, phone, email or other communication channels.\r\nThe contact center infrastructure that is necessary to support communications may be located on the same premises as the contact center, or it can be located externally.\r\nIn an on-premises scenario, the company that owns the contact center also owns and manages its own hardware and software. This requires staffing and IT investments that some companies choose to forgo by outsourcing those tasks to cloud providers or hosting companies.","materialsDescription":" <span style=\"font-weight: bold;\">What is a Call Center?</span>\r\nTraditionally, a call center is an office where a large number of call center agents provide customer service over the telephone. Inbound call centers receive calls for customer support and often serve as a knowledge base for tech support, billing questions, and other customer service issues. These call centers focus on quick call resolution times and agent productivity. In outbound call centers, agents make calls rather than receive them. These could be sales calls, marketing offers, surveys, fundraising requests, or debt collection, for example.\r\nThe term “call center” conjures an image for many people of waiting on perpetual hold or being routed through an endless IVR that never gives them what they need. Because so many consumers have had a dreadful customer service experience along these lines, call centers have developed a bad rap. But as legacy phone systems give way to newer digital technologies, call centers are evolving.\r\n<span style=\"font-weight: bold;\">What is a Contact Center?</span>\r\nThe term &quot;contact center&quot; (or “contact centre”) reflects the modern reality that there are many other ways to connect with a customer these days besides by telephone. The combined trends of increased customer expectations and newer technologies that allow for many channels of communication are creating a shift in the traditional call center model which has existed for decades. Consumers want more ways to reach businesses, and businesses are looking for new ways to improve customer experience.\r\nWhile call center agents generally focus on inbound and outbound calls, either on traditional phone lines or over VoIP, contact center agents handle a wide variety of communications. In a modern multichannel contact center, technical support might be delivered over in-app chat or video, while order status updates are delivered via SMS, event promotions are sent as push notifications, surveys are deployed over Facebook Messenger, and sales inquiries received by email are sent directly to an agent to connect by phone. Call centers handle voice communications, contact centers handle all communications.\r\nA company’s contact center is usually integrated with their customer relationship management (CRM) system, where all interactions between the organization and the public are tracked, coordinated, and managed. Depending on the infrastructure and ecosystem, it could be comprised of an alphabet soup of complex components. Many companies have purchased off-the-shelf systems or a highly customized network of technologies from multiple vendors. Some companies have adopted a cloud-based solution or two, but they remain siloed from the rest of their systems and can’t talk to each other.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Contact_Center1.png"},{"id":82,"title":"Unified Communications","alias":"unified-communications","description":"Unified communications (UC) is a framework for integrating various asynchronous and real-time communication tools. The goal of UC is to enhance business communication, collaboration and productivity. Unified communications do not represent a singular technology; rather, it describes a strategy for integrating interconnected systems of enterprise communication devices and applications that can be used in concert or successively.\r\nSome business communication tools - like Internet Protocol (IP) telephony and video conferencing - facilitate real-time communication, also called synchronous communication. Other enterprise communication tools, like email, facilitate asynchronous communication, which takes place at a person's convenience.\r\nIncreasingly, team collaboration tools have emerged to offer messaging-centric workflows and near-real-time communication. These tools also offer voice and video capabilities, API integrations and, ultimately, expound on instant messaging services by providing better UC features.\r\nThe goal of unified communications is to integrate the software that supports synchronous and asynchronous communication, so the end user has easy access to all tools from whatever device is in use.\r\nA unified communications environment is typically supported by one or more back-end systems, often referred to as UC platforms, that facilitate integration among services, as well as the front-end clients that provide access. For example, a web conferencing system would make use of an audio conferencing system - which, in turn, would be built on an underlying IP telephony platform - and a unified messaging client would allow click-to-talk (CTC), click-to-chat or click-to-video functionality.\r\nUC also supports users moving from one mode of communication to another within the same session. For example, a user may start communicating via email but then decide to escalate the interaction to real-time communication, transitioning the session to a voice call with one click and then to a video conference with another click without any disruption.\r\nUnified communications systems and their components can be deployed on premises, in a public or private cloud, or a combination of all three. Cloud-based unified communications is also called UC as a service (UCaaS). An open source project called WebRTC, for example, enables real-time communications to be embedded into web browsers.\r\nHistorically, single-vendor UC environments have demonstrated the tightest integration and compatibility. Interoperability among vendors remains an ongoing challenge in UC, but it has also been mitigated, in part, by partnerships, common protocols and open APIs.","materialsDescription":" <span style=\"font-weight: bold;\">What technology do unified communications have?</span>\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Contrasting unified messaging</span></span>\r\nUnified communications are sometimes confused with unified messaging, but it is distinct. Unified communications refer to both real-time and non-real-time delivery of communications based on the preferred method and location of the recipient; unified messaging culls messages from several sources (such as e-mail, voice mail and faxes), but holds those messages only for retrieval at a later time. Unified communications allow for an individual to check and retrieve an e-mail or voice mail from any communication device at any time. It expands beyond voice mail services to data communications and video services.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Components</span></span>\r\nWith unified communications, multiple modes of business communications are integrated. Unified communications is not a single product but a collection of elements that include:\r\n<ul><li>Call control and multimodal communications</li><li>Presence</li><li>Instant messaging</li><li>Unified messaging</li><li>Speech access and personal assistant</li><li>Conferencing (audio, Web and video)</li><li>Collaboration tools</li><li>Mobility</li><li>Business process integration (BPI)</li><li>Software to enable business process integration</li></ul>\r\nPresence — knowing where intended recipients are, and if they are available, in real-time — is a key component of unified communications. Unified communications integrate all systems a user might already use, and helps those systems work together in real-time. For example, unified communications technology could allow a user to seamlessly collaborate with another person on a project, even if the two users are in separate locations. The user could quickly locate the necessary person by accessing an interactive directory, engage in a text messaging session, and then escalate the session to a voice call or even a video call.\r\nIn another example, an employee receives a call from a customer who wants answers. Unified communications enable that employee to call an expert colleague from a real-time list. This way, the employee can answer the customer faster by eliminating rounds of back-and-forth e-mails and phone-tag.\r\nThe examples in the previous paragraph primarily describe &quot;personal productivity&quot; enhancements that tend to benefit the individual user. While such benefits can be important, enterprises are finding that they can achieve even greater impact by using unified communications capabilities to transform business processes. This is achieved by integrating UC functionality directly into the business applications using development tools provided by many of the suppliers. Instead of the individual user invoking the UC functionality to, say, find an appropriate resource, the workflow or process application automatically identifies the resource at the point in the business activity where one is needed.\r\nWhen used in this manner, the concept of presence often changes. Most people associate presence with instant messaging (IM &quot;buddy lists&quot;) the status of individuals is identified. But, in many business process applications, what is important is finding someone with a certain skill. In these environments, presence identifies available skills or capabilities.\r\nThis &quot;business process&quot; approach to integrating UC functionality can result in bottom-line benefits that are an order of magnitude greater than those achievable by personal productivity methods alone.\r\n<span style=\"font-weight: bold;\">Related concepts</span>\r\nUnified communications &amp; collaboration (UCC) is the integration of various communications methods with collaboration tools such as virtual white boards, real-time audio and video conferencing, and enhanced call control capabilities. Before this fusion of communications and collaboration tools into a single platform, enterprise collaboration service vendors and enterprise communications service vendors offered distinctly different solutions. Now, collaboration service vendors also offer communications services, and communications service providers have developed collaboration tools.\r\nUnified communications &amp; collaboration as a service (UCCaaS) is cloud-based UCC platforms. Compared to premises-based UCC solutions, UCCaaS platforms offer enhanced flexibility and scalability due to the SaaS subscription model.\r\nUnified communications provisioning is the act of entering and configuring the settings for users of phone systems, instant messaging, telepresence, and other collaboration channels. Provisioners refer to this process as making moves, adds, changes, and deletes or MAC-Ds.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/Unified_Communications.png"},{"id":186,"title":"VoIP - Voice over Internet Protocol","alias":"voip-voice-over-internet-protocol","description":"<span style=\"font-weight: bold;\">Voice over Internet Protocol </span>(Voice over IP, VoIP) is a methodology and group of technologies for the delivery of voice communications and multimedia sessions over Internet Protocol (IP) networks, such as the Internet. Other terms commonly associated with VoIP solutions are IP telephony, Internet telephony, broadband telephony, and broadband phone service.\r\nThe term Internet telephony specifically refers to the provisioning of communications services (voice, fax, SMS, voice-messaging) over the public Internet, rather than via the public switched telephone network (PSTN). The steps and principles involved in originating VoIP telephone calls are similar to traditional digital telephony and involve signaling, channel setup, digitization of the analog voice signals, and encoding.\r\nInstead of being transmitted over a circuit-switched network, however, the digital information is packetized, and transmission occurs as IP packets over a packet-switched network. Such transmission entails careful considerations about resource management different from time-division multiplexing (TDM) networks.\r\n\r\n\r\n\r\n","materialsDescription":"<h1 class=\"align-center\"> What are the benefits of VoIP?</h1>\r\n VoIP technology can facilitate tasks and deliver services that might be cumbersome or costly to implement when using traditional PSTN: \r\n<ul><li>More than one phone call can be transmitted on the same broadband phone line. This way, VoIP system can facilitate the addition of telephone lines to businesses without the need for additional physical lines.</li><li>Features that are usually charged extra by telecommunication companies, such as call forwarding, caller ID or automatic redialing, are simple with voice over internet technology.</li><li>Unified Communications are secured with VoIP technology, as it allows integration with other services available on the internet such as video conversation, messaging, etc. </li></ul>\r\n<h1 class=\"align-center\">VoIP programs </h1>\r\nThere are four main types of VoIP technology. Each option has varying levels of complexity which can impact ease of implementation and maintenance.\r\n <span style=\"font-weight: bold;\">Integrated Access</span>\r\nIntegrated access is the VoIP service that most mimics the traditional phone line. With integrated access VoIP, businesses integrate VoIP software and existing, legacy phone systems. This approach lets the business keep its old number and equipment while also gaining access to advanced telecommunications features. \r\n<span style=\"font-weight: bold;\">SIP Trunks</span>\r\n Session Initial Protocol (SIP) transmits voice and video information across a data network, letting VoIP users take advantage of shared lines and increase their communications flexibility. Because all data is sent over a network, businesses can use SIP trunks to replace traditional analog phone networks or use a VoIP gateway to integrate SIP trunking with legacy phone systems. \r\n<span style=\"font-weight: bold;\">Hosted IP PBX</span>\r\n What most people envision when they think of VoIP, this VoIP solution sees a vendor host and operate the private branch exchange, offering unified communications solutions. The business connects to a hosted cloud-based PBX network via its IP network. Phone system hardware is maintained off-site by the hosted IP PBX vendor, and all responsibility for the hardware, software, maintenance, security and upgrades all falls on the hosted PBX provider. \r\n <span style=\"font-weight: bold;\">Managed IP PBX </span>\r\nSimilar to Hosted IP PBX, this version of the unified communication solution is outsourced to a third party that takes care of all management requirements, but instead of phone hardware being off-site, the equipment is housed on-premise by the business. \r\nUnderstanding these different services of VoIP communication can help a business determine the system that best suits its needs. SIP Trunks, for instance, are more attractive to those who want to install their own technology and manage it themselves, while still connecting to VoIP features.\r\n On the other hand, managed IP PBX is a good option for those who don’t have the resources to buy and operate their own VoIP systems. The Hosted IP PBX solution frees the business to select the VoIP management software that works for them and liberates them from the cost and administrative headache of maintaining both voice and data lines and the related carrier partnerships. ","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/VoIP_-_Voice_over_Internet_Protocol.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},{"id":1328,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Lithium_Social_Media_Management.jpg","logo":true,"scheme":false,"title":"Lithium Social Media Management","vendorVerified":0,"rating":"1.00","implementationsCount":1,"suppliersCount":0,"supplierPartnersCount":0,"alias":"lithium-social-media-management","companyTitle":"Lithium Technologies","companyTypes":["supplier","vendor"],"companyId":4128,"companyAlias":"lithium-technologies","description":"\r\n<span style=\"font-weight: bold;\">Social publishing made easier</span> <span style=\"text-decoration-line: underline;\">Publish content that resonates</span> Stop the guesswork. Publish the right content at the right time with the auto-scheduler, which is powered by Klout data to improve engagement. <span style=\"text-decoration-line: underline;\">Improve team collaboration and workflow</span> Plan integrated campaigns with a Global Omni-channel Calendar of ads, events, campaigns, social posts, emails, and more. Plus, align all teams with campaign briefs and task management. <span style=\"text-decoration-line: underline;\">Drive campaigns forward effectively</span> Track campaign progress with a visual timeline, organized by milestones. Stay on top of all planned content and its status with a Production Dashboard, so deadlines aren't missed. <span style=\"font-weight: bold;\">Social Response</span> <span style=\"text-decoration-line: underline;\">Private, in-the-moment customer care</span> Provide private and trusted customer care in real-time, regardless of channel. We've designed capabilities to help brands carry meaningful conversations with their customers in one continuous thread, so agents can easily pick up where a conversation left off. <span style=\"text-decoration-line: underline;\">Powerful insights in real-time</span> Offer your customers the best experience possible by instantly capturing their post-resolution feedback. Our integration with Twitter allows brands to analyze Net Promoter Score (NPS®) and Customer Satisfaction (CSAT) data to bring a new dimension of customer data and social ROI to brands. <span style=\"text-decoration-line: underline;\">Highly customizable analytics and customer insights, available on-the-go</span> Our mobile applications allow teams to stay in the know and act fast by easily accessing live trends and insights.","shortDescription":"​Lithium Social Media Management combines powerful publishing and response feature sets for marketing and customer service. ","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":20,"sellingCount":17,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Lithium Social Media Management","keywords":"with, customer, insights, campaigns, brands, data, content, Social","description":"\r\n<span style=\"font-weight: bold;\">Social publishing made easier</span> <span style=\"text-decoration-line: underline;\">Publish content that resonates</span> Stop the guesswork. Publish the right content at the right time with the auto-scheduler, which is power","og:title":"Lithium Social Media Management","og:description":"\r\n<span style=\"font-weight: bold;\">Social publishing made easier</span> <span style=\"text-decoration-line: underline;\">Publish content that resonates</span> Stop the guesswork. Publish the right content at the right time with the auto-scheduler, which is power","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Lithium_Social_Media_Management.jpg"},"eventUrl":"","translationId":1329,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}],"jobRoles":[],"organizationalFeatures":["Internet access is available for employees"],"complementaryCategories":[],"solutions":["No unified email system","No unified address book","Decentralized IT systems","High costs of routine operations","Separate communications channels","Unstructured data","No support for mobile and remote users","Customer attrition","Failure to attract new customers","Low quality of customer support"],"materials":[],"useCases":[],"best_practices":[],"values":["Reduce Costs","Enhance Staff Productivity","Improve Customer Service","Increase Customer Base"],"implementations":[{"id":335,"title":"Bitrix24 for TV and radio company","url":"https://old.roi4cio.com/vnedrenija/vnedrenie/bitrix24-for-tv-and-radio-company/"}],"presenterCodeLng":"","productImplementations":[{"id":335,"title":"Bitrix24 for TV and radio company","description":"Description is not ready yet","alias":"bitrix24-for-tv-and-radio-company","roi":0,"seo":{"title":"Bitrix24 for TV and radio company","keywords":"","description":"Description is not ready yet","og:title":"Bitrix24 for TV and radio company","og:description":"Description is not ready yet"},"deal_info":"","user":{"id":4047,"title":"Teleradiocompany \"Lux\"","logoURL":"https://old.roi4cio.com/uploads/roi/company/TRK___Ljuks__.jpg","alias":"trk-ljuks","address":"","roles":[],"description":"Broadcasting Company &quot;Lux&quot; (Broadcasting Company &quot;Lux&quot;) is a Ukrainian media holding, founded in 2005. 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