Transcript Slide 1

Portrait Quadstone
Company Update and
Product Roadmap
Neil Skilling
Product Director
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Please join the teleconference call
Agenda
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About Portrait Software
Portrait Quadstone
Products
Product Roadmap
Feedback
Customer Confidential
How to Ask Questions
Use Q&A (not Chat please):
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Type in your question:
Customer Confidential
Portrait Software
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Portrait Software is a UK company
20 years old, based in Henley-on-Thames
AIM Listed
They specialize in software for customer
interaction management
– They are profitable and have approximately
150 customers worldwide.
Customer Confidential
Key Portrait Customers
(FY04-05 Portrait License Growth: 197%)
Customer Confidential
Nationwide Building Society
Business Problem
“Thanks to Portrait's intelligent prompts,
successful prompted conversations are
running at double original estimates.”
“Nationwide's employees have been
impressed with Portrait as it enables
them to develop enhanced relationships
with customers by treating them as
individuals”
“We will sell tens of thousands of more
products in 2004/5 through Portrait”
-- Simon Baines
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Largest Building Society in the World - 11 Million members
•Insurance, mortgages, savings, current accounts, life assurance,
investment products & personal loans
•Drive to differentiation - dramatically improve customer service
•Siloed customer communication channels
•No Single customer view
Solution
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An integrated multi-channel CRM solution based on Portrait
•12,000 customer-facing staff in branches and contact centres
•Single view of the customer across multiple channels
•Flexible processes to handle change
•Improved up-sell and cross sell via Intelligent Prompts
•Integrated sales, integrated services, single marketing desktop
Benefits
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During 2005
•Portrait handled over 7.5 Million customer engagements.
•Peak of 33,000 in one day
•Delivered 1.5 Million Intelligent prompts
iCRM Director
Nationwide Building Society
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Intelligent Prompt Delivering to bottom line
•Up to 40% receive positive response
•15% of all prompts result in a sale
•Results running 220% ahead of original estimates
•Delivered 12 month ROI
Customer Confidential
Partner Case Study – Fiserv CBS:
Aperio powered by Portrait™
“We chose Portrait
Foundation as the
development tool and
run-time environment
for our new Aperio
application. We went
through product
training and delivered
our first three Aperio
product version
releases ahead of
schedule, and we
have recently won our
first major Aperio
victory in the US.
Fantastic results in a
very short period of
time”
John Macaluso, CTO,
Fiserv CBS Worldwide
Customer Confidential
Portrait Quadstone Combination Values
– Customer Interaction Leader
– Point of interaction system
– Collect data
– Distribute knowledge
– Process centric model
– Interaction management
– Customer Analytics Leader
– Data Mining
– Data Exploration
– Predictive Analytics
– Knowledge Management
– Business application experts
Merger integrates Customer Intelligence into the
Customer Interaction Management system
Insight at the point of interaction
Customer Confidential
Quadstone and Portrait Integration Themes
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World’s best customer analytics in every interaction
– Make the right decision between sales, service and data gathering
– Make best of breed predictive modeling available in all customer
interactions
– Deploy Quadstone’s unique Uplift Analysis into every customer
interaction
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Collaborative Intelligence
– Broader distribution of decision making: analytical, operational and
supervisory
– Develop from service process analysis to interaction analysis
– Extend integration with information workers core tools
– New source of engagement history improves intelligence
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“Right-Time” Rules Integration
– Packaged real-time offer arbitration based on customer-initiated
requests
– Individual value based decisions at the point of interaction
– Combine interaction context with long-term behavior information
Customer Confidential
Market View
Destination CRM
“Portrait Software/Quadstone is the single
visionary company, defined as having a
strong vision for the evolution of the
industry.”
Destination CRM
Thursday, January 26, 2006
Customer Confidential
Gartner Magic Quadrant 1Q2006
Customer Confidential
Offerings: Collaborative Customer Analytics
– Self-Service Analytics
– Three-level interface to provide self-service analytics for a
wider user community
– Predictive Customer Analytics
– Complete analytic environment (ETL, visualization, data
mining, deployment, collaboration) for power analyst teams
– Predictive Customer Analytics: Uplift
– Advanced analytic technique for optimized targeting
Customer Confidential
Product Roadmap
Portrait Quadstone Roadmap
– Major Release Schedule:
– Self-Service Analytics (aka Profiler) v1.2 – December 2005
– Interaction Optimizer v1.0 – March 2006
– Quadstone System v5.2 – May 2006
– Self-Service Analytics v2.0 – June 2006
– Future Releases:
– Self-Service Analytics v2.1 – Q3 2006
– Guided analytics – methodologies merged with collaboration
– Self-Service modelling adds to self-service BI
– Interaction Optimizer v2.0 – Q4 2006
– Customer Interaction Strategy Management Portal
– Insight to Action
– Predictive Customer Analytics v5.3 – H1 2007
– Integration and extension of UpliftPlus
– Portrait Foundation Integration
– Large memory edition – 64-bit
Customer Confidential
Quadstone System v5.2 Release Summary
– Primary theme: deployment
– Mixture of new feature/functions and maintenance
– Customer delighters
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Import and Export of Metadata: preparation reuse
Comparison of Profiles and Audits
Extended Office Integration
Comparison of segments
Small sample Decision Tree improvements
Large flat file support
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Customer Confidential
Focus dependency display
Simplified Profile and Audit Deployment
Improvements to Significance Aggregation
Relaxed field naming requirements
Field Type Simplifications
Improved ‘Import from Query’ UI
Self-Service Analytics
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Self-Service BI – Easy, unrestricted and flexible access to customer data
for users throughout the company
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Web-based interface to the Quadstone analytics data cache – removing
the limitations of OLAP
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Three levels of interface to all available data
– Executive/novice interface – internet search
– Manager/self-service interface – web portal
– Analyst interface – client-server deep dive visualization & modeling
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Opportunity for a new, powerful and flexible solution
– Interface that can grow with the user’s skill level
– Simpler interface for the wider user community
– Power users can deep dive in an unrestricted way
Customer Confidential
Self Service Analytics Key Features
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Flexible, role-based ad-hoc query
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Query on any field with any measure and any filter
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Granular data available (individual records)
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Generate reports, charts, lists
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One-click “open in Excel”
Natural language query
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Simple executive / occasional-user interface
Scale & performance
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Zero-footprint web-based client
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Response times in seconds for hundreds of users, millions of records
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Minimize change-management and administration vs. cube-based
Collaboration
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Results sharing across the enterprise
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Tightly integrated with the Collaborative Framework
Customer Confidential
Self Service Analytics v2.0 Release Summary
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Custom measures (arithmetic calculations, table
calculations)
Custom segmentations:
– User-defined breakdown (boundaries,
merge/split)
– Parameterised (deciles, equal-range, dates)
– Custom label formatting (abbreviations, userdefined)
Timeline queries (automated refresh on data update)
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Filters:
– Filter creation from visual selection on results
– Multiple named filters
– Ad-hoc date filters (with calendar selector)
Results:
– Line charts; nested tables; composite profiles
(time analysis)
– Layout preview
– Simplified record view interface (lists)
Customer Confidential
Interaction Optimizer
Interaction Optimizer
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Fulfilment Processes
Sales through service
Service & Support
Channels/Products
Customer Confidential
Customer
CustomerAnalytics
Analytics
Interaction Optimizer
Lead management
Process driven
Workflow/ Case management
Combine & re-evaluate analytical,
strategic and delivery rules at
interaction to deliver most relevant
and profitable offer or service.
Single customer view
Multi-channel
Managed & unmanaged
Portrait Foundation
Lead management etc
Portrait Interaction
Optimizer
Portrait Foundation
Customer Interaction
Delivery
Customer Confidential
Portrait Quadstone
Predictive Analytics
Highly visual
Accessible to business
Collaboration across the business
Derived models
Value based propensity
Portrait Interaction Optimizer
Interaction Optimizer
Engagement
Modeller
IO Console
Management & Reporting
Analytical
Input
Interaction Processes
Delivery of prompts
Process flow
Data capture
Host integration
Lead management
Process driven
Workflow/ Case management
Combine & re-evaluate analytical,
strategic and delivery rules at
interaction to deliver most relevant
and profitable offer or service.
Single customer view
Multi-channel
Managed & unmanaged
Portrait Foundation
Lead management etc
Portrait Interaction
Optimizer
Portrait Foundation
Customer Interaction
Delivery
Customer Confidential
Rules Flow Server
Arbitrate action based on
Real time scores
Real Time Scoring Engine
Delivery rules
High throughput
Strategy rules
Analytical models
Re-evaluate at start and throughout
interaction as data changes
Deliver value based decisions
Portrait Quadstone
Predictive Analytics
Highly visual
Accessible to business
Collaboration across the business
Derived models
Value based propensity
Any Questions?
Customer Confidential
After the Webinar
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These slides, audio, and video recordings of this webinar will be available via
www.quadstone.com/training/webinars/
Any problems or questions, please contact [email protected]
Customer Confidential
Proposed Future Webinars and Other Dates
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Introducing Self-Service Analytics March 22nd, 23rd
Getting Started with the Quadstone System April
What's new in the Quadstone System 5.2 May
The Wonders of Field Derivation Language (FDL) Jun
See www.quadstone.com/training/webinars/
To Be Announced:
– US User Group May
– European User Group Autumn
Customer Confidential
www.portraitsoftware.com
Customer Confidential