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Allianz Ireland Case Study :
              A Multi-Channel / Global Brand CMS Solution




                    pTools Enterprise Web Content Management for
                    cloud computing; faster deployment, lower cost,
                    greater support, richer functionality and easier use.




              ‘..a crucial part of how customers interact with us..’
              Brian Kelly
              Sales & E-Commerce Manager, Allianz


Allianz Ireland Case Study. Copyright pTools Software 2011                  www.pTools.com
Allianz Ireland Case Study:
              A Multi-Channel / Global Brand CMS Solution
              Contents
              1.     Project Introduction
              2.     Working with Global Brand Guidelines
              3.     Design: Multiple Channels / Multiple Insurance Products
              4.     Delivery: Multiple Platforms / Web, Mobile, Intranet
              5.     Integration: Quotation Engine Online
              6.     Security: Banking/Military Standards
              7.     Social Media


              ‘..mobile content management is here at last!..’
              Tom Skinner
              Founder & MD, pTools

Allianz Ireland Case Study. Copyright pTools Software 2011                     www.pTools.com
Allianz Ireland Case Study:
              A Multi-Channel / Global Brand CMS Solution
             1. Project Introduction
             •     One year tender process with extended due diligence
             •     Competition from internal Allianz services and external tier-one vendors
             •     Significant IT security overhead
             •     Proof of concept for Allianz quotation engine integration
             •     Enterprise license deal for web, intranet and extranet solutions
             •     Multiple site/domains consolidation including Allianz.ie and Allianzdirect.ie
             •     Range of partner services for SEO/SEM and persona design

              ‘..we met the challenge of Allianz brand guidelines ..’
              Keith Wood
              CEO, pTools


Allianz Ireland Case Study. Copyright pTools Software 2011                                    www.pTools.com
Allianz Ireland Case Study:
              A Multi-Channel / Global Brand CMS Solution
             2. Working with Global Brand Guidelines
             •     Strict brand usage and extensive brand asset guides
             •     Pre-defined world-wide master templates
             •     Regular design review by Allianz HQ Munich
             •     Consistency and template re-use
             •     Localisation of message and visual tone




              ‘..a crucial part of how customers interact with us..’
              Brian Kelly
              Sales & E-Commerce Manager, Allianz

Allianz Ireland Case Study. Copyright pTools Software 2011               www.pTools.com
Allianz Ireland Case Study:
              A Multi-Channel / Global Brand CMS Solution
             3. Design: Multiple Channels /
                Multiple Insurance Products
             •     Alignment of customer channels with
                   insurance product channels
             •     Content channelling across categories
             •     Simple url management for marketing
             •     Customized internal site analytics built
                   directly into pTools CMS



              ‘..mobile content management is here at last!..’
              Tom Skinner
              Founder & MD, pTools

Allianz Ireland Case Study. Copyright pTools Software 2011       www.pTools.com
Allianz Ireland Case Study:
              A Multi-Channel / Global Brand CMS Solution
             4. Delivery: Multiple Platforms / Web,
                Mobile, Intranet
             •     Single source content for web and mobile delivery
             •     Automated device detection and template selection
             •     Decoupled intranet copy for staff
             •     Quotation engine integration with all platforms




              ‘..we met the challenge of Allianz brand guidelines ..’
              Keith Wood
              CEO, pTools


Allianz Ireland Case Study. Copyright pTools Software 2011              www.pTools.com
Allianz Ireland Case Study:
              A Multi-Channel / Global Brand CMS Solution
              5. Integration: Quotation Engine
              •     Core Allianz Quotation Engine – LANSA
              •     Real-time quotation on all platforms
              •     Quick estimates and fully binding quotes
              •     Real time customer data validation




              ‘..a crucial part of how customers interact with us..’
              Brian Kelly
              Sales & E-Commerce Manager, Allianz

Allianz Ireland Case Study. Copyright pTools Software 2011             www.pTools.com
Allianz Ireland Case Study:
              A Multi-Channel / Global Brand CMS Solution
              6. Security: Banking/Military Standard
              •     Allianz application security standards
              •     Dynamic and de-coupled delivery
              •     Independent security audit
              •     Continuous monitoring and maintenance
              •     Multiple technologies - Apache/Linux and IIS/Windows




              ‘..mobile content management is here at last!..’
              Tom Skinner
              Founder & MD, pTools

Allianz Ireland Case Study. Copyright pTools Software 2011                 www.pTools.com
Allianz Ireland Case Study:
              A Multi-Channel / Global Brand CMS Solution
              7. Social Media & Apps
              •     CMS controlled social media output
              •     Full CMS audit trail on publishing
              •     Link to Allianz Weather Safe App
              •     CMS integrated usage metrics
              •     Feedback forms integrated with CRM




              ‘..we met the challenge of Allianz brand guidelines ..’
              Keith Wood
              CEO, pTools


Allianz Ireland Case Study. Copyright pTools Software 2011              www.pTools.com
Allianz Ireland Case Study:
              A Multi-Channel / Global Brand CMS Solution
              Summary
              •     Stringent brand and digital asset guidelines
              •     Alignment of customer and insurance channels
              •     Single source content for web and mobile
              •     Real-time quotation on all platforms
              •     Allianz application security standards




              ‘..a crucial part of how customers interact with us..’
              Brian Kelly
              Sales & E-Commerce Manager, Allianz

Allianz Ireland Case Study. Copyright pTools Software 2011             www.pTools.com
Allianz Ireland Case Study:
              A Multi-Channel / Global Brand CMS Solution




                    pTools Enterprise Web Content Management for
                    cloud computing; faster deployment, lower cost,
                    greater support, richer functionality and easier use.




               Thank you.
               For further information visit our website, www.ptools.com or contact us directly at
               Ireland Tel: (+353) 1 678 9311 or Canada Tel: (+1) 416 254 4129.
               Email: info@ptools.com


Allianz Ireland Case Study. Copyright pTools Software 2011                                           www.pTools.com

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pTools Allianz case study

  • 1. Allianz Ireland Case Study : A Multi-Channel / Global Brand CMS Solution pTools Enterprise Web Content Management for cloud computing; faster deployment, lower cost, greater support, richer functionality and easier use. ‘..a crucial part of how customers interact with us..’ Brian Kelly Sales & E-Commerce Manager, Allianz Allianz Ireland Case Study. Copyright pTools Software 2011 www.pTools.com
  • 2. Allianz Ireland Case Study: A Multi-Channel / Global Brand CMS Solution Contents 1. Project Introduction 2. Working with Global Brand Guidelines 3. Design: Multiple Channels / Multiple Insurance Products 4. Delivery: Multiple Platforms / Web, Mobile, Intranet 5. Integration: Quotation Engine Online 6. Security: Banking/Military Standards 7. Social Media ‘..mobile content management is here at last!..’ Tom Skinner Founder & MD, pTools Allianz Ireland Case Study. Copyright pTools Software 2011 www.pTools.com
  • 3. Allianz Ireland Case Study: A Multi-Channel / Global Brand CMS Solution 1. Project Introduction • One year tender process with extended due diligence • Competition from internal Allianz services and external tier-one vendors • Significant IT security overhead • Proof of concept for Allianz quotation engine integration • Enterprise license deal for web, intranet and extranet solutions • Multiple site/domains consolidation including Allianz.ie and Allianzdirect.ie • Range of partner services for SEO/SEM and persona design ‘..we met the challenge of Allianz brand guidelines ..’ Keith Wood CEO, pTools Allianz Ireland Case Study. Copyright pTools Software 2011 www.pTools.com
  • 4. Allianz Ireland Case Study: A Multi-Channel / Global Brand CMS Solution 2. Working with Global Brand Guidelines • Strict brand usage and extensive brand asset guides • Pre-defined world-wide master templates • Regular design review by Allianz HQ Munich • Consistency and template re-use • Localisation of message and visual tone ‘..a crucial part of how customers interact with us..’ Brian Kelly Sales & E-Commerce Manager, Allianz Allianz Ireland Case Study. Copyright pTools Software 2011 www.pTools.com
  • 5. Allianz Ireland Case Study: A Multi-Channel / Global Brand CMS Solution 3. Design: Multiple Channels / Multiple Insurance Products • Alignment of customer channels with insurance product channels • Content channelling across categories • Simple url management for marketing • Customized internal site analytics built directly into pTools CMS ‘..mobile content management is here at last!..’ Tom Skinner Founder & MD, pTools Allianz Ireland Case Study. Copyright pTools Software 2011 www.pTools.com
  • 6. Allianz Ireland Case Study: A Multi-Channel / Global Brand CMS Solution 4. Delivery: Multiple Platforms / Web, Mobile, Intranet • Single source content for web and mobile delivery • Automated device detection and template selection • Decoupled intranet copy for staff • Quotation engine integration with all platforms ‘..we met the challenge of Allianz brand guidelines ..’ Keith Wood CEO, pTools Allianz Ireland Case Study. Copyright pTools Software 2011 www.pTools.com
  • 7. Allianz Ireland Case Study: A Multi-Channel / Global Brand CMS Solution 5. Integration: Quotation Engine • Core Allianz Quotation Engine – LANSA • Real-time quotation on all platforms • Quick estimates and fully binding quotes • Real time customer data validation ‘..a crucial part of how customers interact with us..’ Brian Kelly Sales & E-Commerce Manager, Allianz Allianz Ireland Case Study. Copyright pTools Software 2011 www.pTools.com
  • 8. Allianz Ireland Case Study: A Multi-Channel / Global Brand CMS Solution 6. Security: Banking/Military Standard • Allianz application security standards • Dynamic and de-coupled delivery • Independent security audit • Continuous monitoring and maintenance • Multiple technologies - Apache/Linux and IIS/Windows ‘..mobile content management is here at last!..’ Tom Skinner Founder & MD, pTools Allianz Ireland Case Study. Copyright pTools Software 2011 www.pTools.com
  • 9. Allianz Ireland Case Study: A Multi-Channel / Global Brand CMS Solution 7. Social Media & Apps • CMS controlled social media output • Full CMS audit trail on publishing • Link to Allianz Weather Safe App • CMS integrated usage metrics • Feedback forms integrated with CRM ‘..we met the challenge of Allianz brand guidelines ..’ Keith Wood CEO, pTools Allianz Ireland Case Study. Copyright pTools Software 2011 www.pTools.com
  • 10. Allianz Ireland Case Study: A Multi-Channel / Global Brand CMS Solution Summary • Stringent brand and digital asset guidelines • Alignment of customer and insurance channels • Single source content for web and mobile • Real-time quotation on all platforms • Allianz application security standards ‘..a crucial part of how customers interact with us..’ Brian Kelly Sales & E-Commerce Manager, Allianz Allianz Ireland Case Study. Copyright pTools Software 2011 www.pTools.com
  • 11. Allianz Ireland Case Study: A Multi-Channel / Global Brand CMS Solution pTools Enterprise Web Content Management for cloud computing; faster deployment, lower cost, greater support, richer functionality and easier use. Thank you. For further information visit our website, www.ptools.com or contact us directly at Ireland Tel: (+353) 1 678 9311 or Canada Tel: (+1) 416 254 4129. Email: info@ptools.com Allianz Ireland Case Study. Copyright pTools Software 2011 www.pTools.com