Technical White Paper


  White Paper November 2005 v 1.10
Copyright 2005 Vanick Group LLC. All rights reserved. U.S. Patent Pending. This document is
confidential, and is an unpubl...
Totus Communications: Technical White paper

Introduction
Totus Communications is a powerful Sales Force Automation tool t...
Architecture

Modular Design
Totus Communications modular design includes “plug and play” processors that provide
the func...
Powerful Document Processing
The Totus Communication Document Library is a repository of all communications that
will even...
The Document Library application also includes an optimized document “Index and
Search” tool that allows users to quickly ...
include the sender’s location. Figure 4 shows how the custom field can be added to
support the previously described scenar...
Totus can be configured to utilize multiple authentication schemes including simple local
authentication (with local useri...
Comprehensive Administrative Tools
Enterprise software solutions require functional administrative tools to maintain relia...
Technical Specifications
System Requirements
Totus Communications is written in ASP/VB.NET and utilizes the latest advance...
Upcoming SlideShare
Loading in …5
×

Totus Technical White Paper

424 views

Published on

Totus Communications is a powerful Sales Force Automation tool that allows your sales force
and marketing department to quickly and effectively communicate with your prospects and
customers. Totus combines multiple communication mediums like E-mail, Print-on-Demand,
Electronic Greeting Cards, Premium Fulfillment, and Direct Mail Campaigns through one, easy-touse
user interface.

Mark Daniel
Vanick Group
mark.daniel@vanick.com
615-349-1983

Published in: Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
424
On SlideShare
0
From Embeds
0
Number of Embeds
10
Actions
Shares
0
Downloads
1
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Totus Technical White Paper

  1. 1. Technical White Paper White Paper November 2005 v 1.10
  2. 2. Copyright 2005 Vanick Group LLC. All rights reserved. U.S. Patent Pending. This document is confidential, and is an unpublished work and trade secret of Vanick Group, LLC. This document is for internal use only and may not be distributed to third parties. Vanick Group, the Totus Logo, and the Totus name are trademarks or registered trademarks of Vanick Group LLC in the United States and other countries. All other company, product, and service names and brands are the trademark or registered trademarks of their respective owners. Table of Contents Table of Contents................................................................................................................ 2 Introduction......................................................................................................................... 3 Architecture......................................................................................................................... 4 Modular Design .......................................................................................................... 4 Powerful Document Processing.................................................................................. 5 Flexible Data Structure ............................................................................................... 6 Security and Authentication........................................................................................ 7 Reliable Communications........................................................................................... 8 Comprehensive Administrative Tools ........................................................................ 9 Integration ........................................................................................................................... 9 System Requirements................................................................................................ 10 Scalability and Performance ..................................................................................... 10 Conclusion ........................................................................................................................ 10
  3. 3. Totus Communications: Technical White paper Introduction Totus Communications is a powerful Sales Force Automation tool that allows your sales force and marketing department to quickly and effectively communicate with your prospects and customers. Totus combines multiple communication mediums like E-mail, Print-on-Demand, Electronic Greeting Cards, Premium Fulfillment, and Direct Mail Campaigns through one, easy-to- use user interface. At the core is the Totus Application Engine, an engine that enables the definition, creation, and sending of all communications - independent of communication channels. Totus is designed from the ground up to easily integrate with existing systems and customer relationship management (CRM) investments, including data warehouses, SFA systems, call centers and Web sites. This technical white paper provides a condensed guide to the technology behind Totus Communications, including a discussion around the following key topics: I. Architecture II. Integration Issues III. Technical Specifications
  4. 4. Architecture Modular Design Totus Communications modular design includes “plug and play” processors that provide the functionality for defining, creating, and sending communications via specific channels. For instance, the Print On Demand processor is tightly integrated with the Document Library and Customer Data management applications which allows the user to choose communications from the library, then select their customer/prospect from the Customer Data Management application, and finally send the communication through the Print on Demand processor. Figure 1 shows that regardless of this tight integration, the Processors are truly modular. This modular design allows for upgrading or adding new processors to the core applications without having to upgrade the entire product. Customers can take advantage of new functionality in the processors with little or no interruption to the availability of the application. Define Create Send Document Print On Demand Customer Library Premium Fulfillment Application Engine Customer Data HTML E-Mail Management Electronic Greeting Cards Marketing Campaign Prospect Attach to E-Mail Management Download Management Reporting Fax Data Directory Campaign Enterprise Data CRM CMS Warehouse Systems Management Interfaces Figure 1 – Modular Processors
  5. 5. Powerful Document Processing The Totus Communication Document Library is a repository of all communications that will eventually be sent to customers or prospects. These documents can consist of different file types including HTML e-mails, PDFs, Presentations, Premium items, etc. Any MIME file type is supported by the Document Library. A comprehensive Version Management tool is included in the Document Library to safely retain versions of documents as they are loaded and/or revised in the system. Figure 2 shows how multiple versions of documents are stored with modification tracking. Previous versions of documents can be retrieved directly from this screen. Figure 2 – Document Properties including Version Management
  6. 6. The Document Library application also includes an optimized document “Index and Search” tool that allows users to quickly find the appropriate communication. Search metrics, provided to the user, actually search the entire content, description, and titles of indexed documents. Figure 3 shows the advanced document search tool in Totus. Documents can be searched by keyword or categories assigned during document creation. Figure 3 – Advanced Indexing and Search Flexible Data Structure Totus provides the system administrator an easy-to-use tool to extend any data structure on the fly. The administrator can extend any data object in the system, including customers, prospects, documents, users, etc. These custom properties can then be used within the processors and applications. A common scenario: The application is being utilized by a large organization with multiple locations. The standard “User” object delivered with Totus does NOT contain a field that will segment Users by location. Within minutes, the administrator can add a custom property to the “User” object that designates the user's location. That location data on the “user” object can then be consumed by Print on Demand documents to populate variable data fields to
  7. 7. include the sender’s location. Figure 4 shows how the custom field can be added to support the previously described scenario. Additionally, the administrator can determine whether this is a global or local field, and to which objects to associate the new field. Figure 4 – Adding custom fields Security and Authentication Totus allows for extremely flexible user security management based on Role definitions. Predefined permissions are authenticated throughout the application to allow or disallow users the ability to perform particular functions within the application. These permissions are then associated into user-defined groups. Individual users in the system are ultimately assigned to these groups, which determines their access levels in the application. This hierarchical security structure allows for flexible definition of security schemes with minimal administrative effort.
  8. 8. Totus can be configured to utilize multiple authentication schemes including simple local authentication (with local userids), or using LDAP authentication such as Microsoft Active Directory Services. Totus also supports HTTPS/SSL for secure transactions. Reliable Communications The sales force and customer service personnel will use Totus as their single application for communicating with customers and prospects. Therefore, these salespeople must have confidence that their communications are reaching their target – every time. Each of the Totus processors utilizes a robust Store-and-Forward mechanism which ensures that communications are actually sent to their recipient. In the event that an external receiving system is unavailable, Totus will continue trying to send that communication until it is successfully received. Figure 5 shows a typical queue for managing communications. This queue is visible to the end user and can be monitored globally by an administrator. Figure 5 – Store and Forward queue
  9. 9. Comprehensive Administrative Tools Enterprise software solutions require functional administrative tools to maintain reliable applications. Totus provides the administrator tools to manage the application: Error handling: Operational Errors are trapped in the system with e-mail notification. Application Settings: Configurable application settings allow the administrator to quickly and easily change the behavior of the system. Comprehensive Error Logging: These application logs provide the Administrator the information required to maintain the health of the system and to troubleshoot problems. Administrator Communication: This feature allows the administrator to quickly communicate changes, outages, announcements to a selected group of users in the system Authentication Options. Integration Totus needs access to information about customers/prospects and sales rep data to enable personalized, on-demand communications. In many cases, this information exists in a variety of data sources within the enterprise. Totus provides the ability to easily extend and modify the delivered data structure, enabling quick integration with a variety of data sources.
  10. 10. Technical Specifications System Requirements Totus Communications is written in ASP/VB.NET and utilizes the latest advances in the Microsoft .NET Framework. It uses the .NET Framework 1.1, used for building and running all kinds of software, including Web-based applications, smart client applications, and XML Web services - components that facilitate integration by sharing data and functionality over a network through standard, platform-independent protocols such as XML (Extensible Markup Language), SOAP, and HTTP. The Totus Communications software runs on Windows 2000 or 2003 Server. The User Interface is a completely Web-based client, with business users only requiring Internet Explorer 4.0 or higher to access the application. Totus Communications requires a database, which can be either Oracle 9i,10g or Microsoft SQL Server 2000. Scalability and Performance Totus Communication’s advanced architecture was designed and developed with scalability in mind. It can also take advantage of the unique clustering functions of either Oracle or SQL Server, which provide increased database performance and capacity without introducing complex data synchronization issues. Conclusion Totus Communications is uniquely designed, engineered and optimized to automate sales and marketing communication processes. These processes manage the customer or prospect experience and communicate over multiple channels. Totus can leverage existing customer relationship management (CRM) investments including data warehouses, SFA systems, call centers and Web sites. It is designed from the ground up to integrate with existing systems through open APIs for extensibility and the use of Web-centric, open standards such as SOAP, XML, HTTP, and JDBC.

×