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Become Customer
Centric with EngageOne
Update & deploy templates 10x faster by
extending the power of DOC1 Generate
Gaston Hummel
Parineeta Chaudhary
Presented by:
Senior Product Manager
EngageOne Compose
Parineeta ChaudharyGaston Hummel
Solution Architect & Marketing
EngageOne
&
EngageOne Compose Server Upgrade3
60%
More profitable
Why become
customer
centric?
70%
more revenue in 3 years
EngageOne Compose Server Upgrade4
What does Customer Centric Mean?
EngageOne Compose Server Upgrade5
What is the Key Underlying
Factor in Becoming
Customer Centric?
Customer ID
EngageOne Compose Server Upgrade6
Haven’t you had Customer Identifiers Forever?
What’s prevented
you from making
this transition?
EngageOne Compose Server Upgrade7
Agility
Compliance
Omnichannel
Regulatory
Production
Windows
EngageOne Compose Server Upgrade8
How will Latest EngageOne Server Help You
Become Customer Centric?
Resulted in 10x faster template update & deployment times
End-to-End Workflow
Across development, test,
acceptance & production
environments.
Asset Promotion
EngageOne Compose Server Upgrade9
How will Latest EngageOne Server Help You
Become Customer Centric?
System wide search & analysis (e.g.
used-by analysis) of reusable
content
Reusable Content
Taylor output by channel
Omnichannel
Built-in email, SMS & app delivery
system
Seamless integration with chat &
personalised video
&
EngageOne Compose Server Upgrade10
One more thing…
Express Batch
Composition speed
EngageOne
Generate
Composition speed
DOC1
Hundreds of highly personalized
communications per second
EngageOne Compose Server Upgrade11
Go live quicker, become more efficient in your
daily tasks & improve collaboration
1
• Designer User can search
for the assets that need to
be updated and export the
results.
2
• Project Managers create
change requests & track
their progress
• Business users review
changes ensuring brand
consistency
3
• Assets easily & reliably
promoted to EngageOne
Server instances in
development, test,
acceptance & production
environments
EngageOne Compose Server Upgrade12
Advanced Design Asset Search
EngageOne Server Upgrade 13
Advanced Design Asset Search
EngageOne Server Upgrade 14
Collaborative Design Review & Approval
EngageOne Compose Server Upgrade15
Side-by-side Comparison
EngageOne Server Upgrade 16
Asset Promotion
EngageOne Server Upgrade 17
EngageOne 4.4 delivered the most significant
improvements in composition in a decade. This sets
the bar for the competition that barely makes it with
version control – if at all.
Congrats on pushing the envelope!
The EngageOne move to delivering new
features as feature packs has shortened
our test cycles and helped us go live
quicker. We can now keep up to date
with the latest releases more easily
It used to take months of manual effort
and collaboration between siloed
departments for template changes to
reach production. EngageOne 4.4 has
streamlined our processes & made them
less error prone
The evolution of the EngageOne platform helped us meet one of our internal
client’s needs and replace a competitive solution.
Making template changes used to be a nightmare. We are delighted with the
new Asset Promotion, Design Review Process and Search features
Asset Promotion has drastically speeded up
deploying our many templates across our 13
different EngageOne Server environments. It has
also eliminated human errors.
90% reduction in deployment time
Client Feedback
EngageOne Compose Server Upgrade18
Design Once, then Deploy for Batch, Interactive
and/or On Demand Delivery
Batch
Produce a wide variety of print and digital documents with unprecedented flexibility and speed.
Interactive
Generate ad hoc correspondence with speed, consistency and control via adaptive templates that
change as the user interacts.
On-demand
Available around the clock for the always-on customer and can be accessed through any device.
EngageOne Compose Server Upgrade19
Customer
Life Stages
1. Find
2. Sell
3. Deliver
4. Bill
5. Service
6. Engage
Upsell / cross sell
Referrals
Acquisition
Onboarding / Enrollment
Critical Communications
Direct Mail E-mail Coupon
Forms
Welcome
survey
SignaturesContracts
Welcome
kit
Personalized
videos
Bills &
Statements
Renewal
Letters
Business
correspondence
Payments
Direct Mail E-mail Coupon
Notifications
Omni-Channel Means Lifecycle Marketing
Companies who make
CXM a priority grow
revenues 41% faster
Customer
service
EngageOne Compose Server Upgrade20
©Aspire, 2020
Parineeta Chaudhary
Senior Product Manager, EngageOne
parineeta.chaudhary@precisely.com
Gaston Hummel
Solution Architect & Marketing, EngageOne
gaston.hummel@precisely.com
Thank You

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Become Customer Centric with EngageOne

  • 1. Become Customer Centric with EngageOne Update & deploy templates 10x faster by extending the power of DOC1 Generate Gaston Hummel Parineeta Chaudhary
  • 2. Presented by: Senior Product Manager EngageOne Compose Parineeta ChaudharyGaston Hummel Solution Architect & Marketing EngageOne & EngageOne Compose Server Upgrade3
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  • 8. How will Latest EngageOne Server Help You Become Customer Centric? Resulted in 10x faster template update & deployment times End-to-End Workflow Across development, test, acceptance & production environments. Asset Promotion EngageOne Compose Server Upgrade9
  • 9. How will Latest EngageOne Server Help You Become Customer Centric? System wide search & analysis (e.g. used-by analysis) of reusable content Reusable Content Taylor output by channel Omnichannel Built-in email, SMS & app delivery system Seamless integration with chat & personalised video & EngageOne Compose Server Upgrade10
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  • 17. EngageOne 4.4 delivered the most significant improvements in composition in a decade. This sets the bar for the competition that barely makes it with version control – if at all. Congrats on pushing the envelope! The EngageOne move to delivering new features as feature packs has shortened our test cycles and helped us go live quicker. We can now keep up to date with the latest releases more easily It used to take months of manual effort and collaboration between siloed departments for template changes to reach production. EngageOne 4.4 has streamlined our processes & made them less error prone The evolution of the EngageOne platform helped us meet one of our internal client’s needs and replace a competitive solution. Making template changes used to be a nightmare. We are delighted with the new Asset Promotion, Design Review Process and Search features Asset Promotion has drastically speeded up deploying our many templates across our 13 different EngageOne Server environments. It has also eliminated human errors. 90% reduction in deployment time Client Feedback EngageOne Compose Server Upgrade18
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  • 20. Parineeta Chaudhary Senior Product Manager, EngageOne parineeta.chaudhary@precisely.com Gaston Hummel Solution Architect & Marketing, EngageOne gaston.hummel@precisely.com Thank You

Editor's Notes

  1. Matt
  2. Gaston
  3. Gaston
  4. Gaston
  5. Gaston
  6. Gaston
  7. Gaston
  8. Gaston
  9. Gaston
  10. Gaston
  11. Gaston
  12. Gaston
  13. Gaston
  14. Parineeta
  15. Gaston or Matt
  16. Matt