SmartPoint Architecture & Features |
- Dashboards
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SmartPoint uses a simple dashboard to display contextual information neatly on the user desktop. A dashboard may be a:
Task dashboard – A context driven sidebar sitting alongside an existing application (e.g. ERP or CRM), delivering content relevant to the specific task being carried out by the user.
Performance dashboard – A reporting dashboard, available on request by the user, summarising information from multiple sources with the opportunity to filter and refine search results.
Embedded dashboard – A context driven task dashboard integrated into an existing application interface using an Active-X control.
Dashboards are extremely easy to use, requiring little or no user training. SmartPoint complies with open Internet standards, ensuring that dashboards are simple to build and maintain.
- Context Sensing
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SmartPoint delivers information in context by using unique patent pending technology called Active IntelligenceTM. This senses the context of the task someone is carrying out on their desktop and delivers pre-determined contextual information relevant to that task.
For example, if a sales person is on the phone to a customer and preparing a quotation in the sales system, SmartPoint recognises the customer and product and immediately delivers additional information that will be valuable. This might include prices recently quoted to the customer for this product, a data sheet, answers to any frequently asked questions and complementary products.
Similarly, a credit controller dealing with customers who are over their credit limit could receive ‘credit alerts’ from an external credit monitoring agency in context with the particular customer account they are reviewing. The information displayed is determined both by the role of the person using the system (i.e. credit controller) but also the specific context (i.e. customer) in which they are operating at any particular moment.
With Active Intelligence, the contextual information presented by SmartPoint will always be directly relevant to that task.
- SmartParts
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SmartParts are at the heart of SmartPoint’s innovative approach to information delivery.Containing the right information for the right situation, a Dashboard will be made up of a number of SmartParts. This ensures the call agent is in control of every customer interaction by delivering the right SmartParts at the appropriate time.
View examples. - Datasources
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The information that SmartPoint displays can include a wide range of content types from any number of different data sources including:
- Other software applications (e.g. ERP, CRM, Finance etc)
- Document management systems
- Microsoft Office documents on local and central servers
- E-mail Image, video and audio libraries
- Content management systems
- Information published via web services as part of a Service Orientated Architecture (SOA)
- Business intelligence systems
- Data warehouses
- Architecture
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- Control Centre
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SmartPoint is deployed and administered using the comprehensive SmartPoint Control Centre. This ensures that within a few hours of installation, SmartPoint can be delivering information in context to people around the organisation. The Control Centre manages all aspects of SmartPoint including:
- Context definition
- Information selection
- Dashboard assembly
- Dashboard deployment
- User administration
- Role definition
- Security
