SmartPoint Architecture & Features

SmartPoint uses a simple dashboard to display contextual information neatly on the user desktop. A dashboard may be a:

Task sidebar – Sitting to the side of the desktop, the content changes in relation to the specific task being carried out by the user.

Performance dashboard – Available on request by the user as a reports dashboard, summarising information from multiple sources with the opportunity to filter and refine search results.

Embedded using Active-X – Sitting within an existing application interface, content is delivered using an Active-X control.

When information is delivered in this way the user requires no new training and saves time by not searching other systems. They gain more control over the information available and can spend time working with your customers to help or sell more.

SmartPoint uses our own unique technology called Active Intelligence to react to what the Sales Agent or Call Centre Advisor is doing. By sensing the task being carried out, pre-determined information (SmartParts) are delivered to the desktop.

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 the context of 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 information presented by SmartPoint will always be directly relevant to that task.

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