Brokstone Virtual Office for Exchange 2000 - PowerPoint PPT Presentation

Title: Brokstone Virtual Office for Exchange 2000


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For IBM WebSphere
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BVO for WebSphere - Product Overview

• Integration With IBM Products
• Uses WebSphere as the enabler
• Uses DB2 as the database of choice
• Uses WebSphere Everyplace for Pocket PC, PALM and
  SmartPhone Connectivity
• Certified Powered by IBM WebSphere
• Can link to Brookstones IBM Lotus Domino V6.5
  version of the BVO
• Utilises IBM Lotus Notes Client
• Part of the IBM Lotus Workplace Global Launch
• Connectivity to IBM Lotus Instant Messaging under
  development

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Product Positioning

• The BrookstoneVirtualOffice is
• Aimed at Small to Medium Business
• Small - 5 - 1,000 Users
• Medium - 1,000 - 4,000 Users
• A Solution Sell and therefore can be a license
  drag,
• or upgrade opportunity
• Cross-Industry solution
• Modular approach - enables better serving
  Customer needs
• Customers can extensively configure the BVO

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Industry Trends

• CRM has been unable to prove ROI
• Customers are now looking for more
• A perceived need to treat Company knowledge as an
  asset
• Integration with exisiting mail environments -
  not synchronization
• Must be easy to use
• Mobile access is becoming more popular

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Market Landscape
Seibel
PeopleSoft
Onyx
SalesLogix
Price
Goldmine
ACT!
Capability
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Target Customers

• IBM / Lotus
• Existing Domino user seeking comprehensive
  workflow-based mobile solution using WebSphere
• Solution-Sell to organization wanting to run
  Linux server
• Solution-Sell to small company with no mail
  server
• ASP opportunity

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The organisational Mail and Calendaring System is
tightly integrated with the BVO.
BVO For WebSphere has been designed for easy
browser access.
All data within the BVO is stored using the
flexible and comprehensive capabilities of IBM
DB2TM RDBMS.
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The BVO for Websphere also emulates the Parent
Child Document relationship. Each document level
can be opened from this screen.
The Companies and Contacts main view has been
designed to replicate the look and feel of
Lotus Domino.
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The main company view displays the data stored in
the DB2 Database.
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The Relationship to the Customer can be easily
and clearly defined. All fields are customisable
by the user.
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The BVO has up to 20 different user definable
categories for each Company. Very useful for the
creation of mail-outs.
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Any comments that are pertinent to this company
can be detailed here. All part of treating
Corporate Knowledge as an asset.
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Any type of file can be attached to this
document. The Customer also has a personalization
capability of being able to upload their own logo.
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Any number of contacts can be allocated to each
Company. Many of the fields within the BVO are
completely user definable.
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Further details relevant to this contact can be
stored here.
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What value does an organization place on the
Customer knowledge that can be stored with each
contact?
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The BVO has up to 20 different user definable
categories for each Contact. Very useful for the
creation of mail-outs.
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The BVO can store the preferred method of contact
for each customer. This can be over-ridden when a
mail-out is created.
Each client can be on more than one mail list. If
a mailing is done to all of these lists, then the
client will receive only one copy of the mailer.
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BVO for Websphere tracks all client activity
through the Documents Activities Module.
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Recording the details of a telephone conversation.
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Meeting requests are automatically sent from the
Corporate Mail System to Attendees.
If the meeting date is set in the future, an
entry is automatically created in the Corporate
Calender.
Entering the details of a meeting.
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File attachments can be saved automatically to
the BVO DB2 Database.
Entering the details of a miscellaneous entry.
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Sending an email uses the complete integration of
the BVO with the corporate mail system.
Emails received can also be filed automatically
against a contact directly from the email in-box.
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An Action Item can be assigned to anyone.
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An email reminder can automatically be sent at a
pre-determined date.
Action items can automatically escalated if not
completed on time.
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• The Brookstone MobileVirtualOffice
• Available for Pocket PC, Palm and SmartPhone
• Mobile/Wireless-Enabled Workflow Via
• IBM WebSphere EveryPlace
• Now
• View and enter new Companies and Contacts
• Create Meeting Reports
• Create and follow up Action Items
• Future
• Accept Customer-Care assignments from your
  HelpDesk
• Enter Time Sheets remotely

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The Main Menu for the Wireless-enabled version of
the BVO for Pocket PC and PC-Phone.
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View, or create new Contact information for the
CompaniesContacts Module.
Entry of new Contact information is easy to use
and simple to follow.
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View, or create new Company information for the
CompaniesContacts Module.
Entry of new Company information is easy to use
and simple to follow.
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View an existing, or create a new Phone Call
Report.
The creation of a Phone Call Report is easy to
use on a Pocket PC or a Laptop.
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View an existing, or create a new Meeting Report.
The creation of a Meeting Report means that the
cost justification of a Pocket PC is easier than
ever..
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The Action Item can be mailed to the person
concerned and then a reminder automatically sent
at a preset date and time.
View an existing, or create a new Action Item.
As a result of a meeting, an Action Item can be
created requesting someone in the organization to
do something.
Action Items can be automatically placed in the
Task List.
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Current Customer-Care/HelpDesk call assignments
can be viewed and quickly responded to.
The wireless creation of a Customer-Care Call
gives new meaning to mobility.
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PC Phone BVO Examples
BVO Contacts View.
BVO Companies View.
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PC Phone BVO Examples
BVO Phone Calls View.
BVO Meetings View.
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Customer Example

• Unity Insurance Brokers
• 30 staff
• BVO installed
• Mobile Access underway
• Selling statement

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Unity Selling Statement
Recently one of the Principals of Unity
Insurance Brokers held discussions with a
prominent Business Broker. When he explained what
Unity were doing with the BrookstoneVirtualOffice
(BVO), the Business Broker stated that the
type of client knowledge that Unity Insurance
Brokers is tracking under control of the BVO will
add somewhere between 20 and 40 to the goodwill
value of its business. Mr Fitzgerald explained.
"The Business Brokers reason for stating this
was that when a company buys an insurance
brokerage or an accounting practice, they are
effectively buying a set of filing cabinets. The
purchaser then takes the risk of the clients and
staff remaining with that company once the new
owner has taken over. However with the BVO
installed in such business, a substantial part of
this risk is removed as the new owner is able to
get closer to the clients faster, and with full
knowledge of their past activities with his new
company. If staff leave the company, then the
activities and interaction they have had with
clients have been recorded within the BVO and
become part of the companys knowledgebase, and
thereby remain available for ongoing use by the
company. Mr Fitzgerald said Unity Insurance
is delighted with its decision to invest in the
BrookstoneVirtualOffice especially as it is
adding substantial value to our organisation.
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Customer Example

• Clough Engineering Limited
• 120 Users
• Operations in
• Australia
• Malaysia
• Indonesia
• India
• Design and Build Oil Rigs

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Thank you for viewing the
Managing Organisational Knowledge And
Facilitating the Electronic Delivery Of Business
Information.