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Riva TM Collaboration Integration Platform for Novell ® GroupWise ® Aldo Zanoni CEO, Managing Director Omni Technology Solutions +1.780.423.4200 Ext. 232.

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Presentation on theme: "Riva TM Collaboration Integration Platform for Novell ® GroupWise ® Aldo Zanoni CEO, Managing Director Omni Technology Solutions +1.780.423.4200 Ext. 232."— Presentation transcript:

1 Riva TM Collaboration Integration Platform for Novell ® GroupWise ® Aldo Zanoni CEO, Managing Director Omni Technology Solutions +1.780.423.4200 Ext. 232 aldo@omni-ts.com www.omni-ts.com

2 Agenda Riva Collaboration Integration – Platform for Automated GroupWise Content Management Riva Managed Policies, Reports and Applications Riva CRM and Third-party Integration Strategy Review Riva GroupWise Integration for Microsoft SharePoint, Facebook, SugarCRM, Microsoft CRM, SageCRM, Salesforce, info@hand CRM and Bluefin CRM Live Demonstration, Screenshots Questions

3 Riva Collaboration Integration Platform MANAGE GROUPWISE LIKE NEVER BEFORE:

4 Riva Background The Riva Collaboration Integration Platform was designed to satisfy the long-standing need to: Automate GroupWise Content Management by allowing GroupWise to manage itself based on information from eDirectory and GroupWise Provide managed account content updates based on manual, scheduled or event-monitored synchronization policies and applications (one-to-one or one-to-many) Deliver transparent, seamless and tight integration for CRM and line-of-business applications for all GroupWise clients.

5 Manage GroupWise Like Never Before! Riva delivers four components: 1.Managed Policies for automated account content 2.Managed Applications for eDirectory integration 3.GroupWise Reports 4.CRM and third-party application and database connectors Source and destination objects: Source objects can be a GroupWise resource or account; an eDirectory object; or an external third-party application, CRM or database. Destination objects can be one or multiple eDirectory accounts, groups, containers, or GroupWise accounts or post offices.

6 Manage Novell ® GroupWise ® Like Never Before! Riva Managed Policies Dynamically create and update Novell GroupWise informationcalendars, address books, proxy access, rules, folders and more. Riva Applications Enforce corporate signature policies. Create Dynamic and Secure Distribution Lists that include external sources. Riva Reports Provide quick and easy access to report information that is not available using GWCheck.

7 Integrate CRMs and Third-party Integration – Like Never Before The Riva CRM and Third-party Integration Strategy for Novell ® GroupWise ® integrates data from third-party databases, CRMs, ERPs, business processes, management systems and others into GroupWise. Key Value: Synchronization of data from virtually any source... to any Novell GroupWise destination, providing seamless, transparent synchronization.

8 Riva GroupWise Collaboration Integration and Automated GroupWise Content Management GroupWise: Create, delete or modify content in a destination GroupWise resource or user account GroupWise: Extract content from a GroupWise resource or regular account Riva is to GroupWise content synchronization...... what Novell IDM is to directory values synchronization.

9 It sure would be nice if... When you: –Create a new user account... –Add a user to an eDirectory group... –Move a user to a new container... Somehow GroupWise could automatically... –Add or remove address books to or from the account (Address Book Policies) –Add or remove calendars and calendar entries (Calendar Policies) –Add or remove new and shared folders (Folder Policies) –Assign proxy access rights to the appropriate account auditor or manager (Proxy Access Policies) –Add a default set of rules including a vacation rule (Rules Policies)

10 It sure would be nice if... When you: –Create a new user account... –Add a user to an eDirectory group... –Move a user to a new container... Somehow GroupWise could automatically... –Add or remove the to or from one or more GroupWise Distribution Lists (Dynamic Distribution Lists) –Create the user signature and container disclaimer based on the new eDirectory values (Managed Signatures) –Add the user as an approved sender or recipient for Secure Distribution Lists

11 Riva Managed Policies and Reports Allow GroupWise to automatically manage itself for: Calendars (shared and standard) Address books (shared and standard) Folders (shared and standard) Rules* Proxy Access Birthday Reminders Internet Address Updates Password Expiration Reminder Emails Managed Policies for automated account content Riva Reports: eDir Account Audit Report * Rules Report * Proxy Access Report GroupWise Archive Path Report * Requires GroupWise 7.0.2 Shared Calendars Report Shared Address Book Report Shared Folders Report

12 Riva Managed Applications Riva Managed Applications use connectors to integrate GroupWise to eDirectory and external applications for managed signatures and distribution list management. Riva Managed Signatures Riva Dynamic Distribution Lists Riva Secure Distribution Lists Riva Event Monitor Future Applications: GroupWise Mail Merge, Account Settings Management

13 Riva Managed Signatures Riva Managed Signatures allow you to standardize and enforce user signature content by pushing eDirectory values into each user signature. Includes support for department specific or eDirectory group specific disclaimers. Provides local language disclaimers for international companies. eDirectory Values {First} {Last} {Title}, {Department} {Company} (URL Text) Office: {Phone} Fax: {Fax} Mobile: {Mobile} {Blank line} {Italian department disclaimer} Managed Signature Teruel Carassco Director, Global Sales Omni Technology Solutions Inc. www.omni-ts.com Office: +1.780.423.4200 Ext. 232 Fax: +1.780.423.4711 Mobile: +1.780.707.0099 Le informazioni contenute in questa comunicazione e gli eventuali documenti allegati hanno carattere confidenziale e sono ad uso esclusivo del destinatario.

14 Dynamic Distribution Lists Riva Dynamic Distribution Lists allow you to: Populate GroupWise Distribution Lists with members from one or more eDirectory containers or groups (nested groups) Use multi-value LDAP queries to create Dynamic Distribution Lists from eDirectory or LDAP queries to external third-party applications (e.g., department is W, title is X, position is Y and manager is Z) Never have to worry again about distribution list accuracy or manually adding members to GroupWise distribution lists.

15 Secure Distribution Lists Riva Secure Distribution Lists allow you to: Include external email addresses in your system-defined distribution lists by linking GroupWise distribution lists to CSV files, CRMs, third-party applications and database queries Configure which accounts are authorized to send email to secure GroupWise distribution lists Completely hide distribution list members (regulatory compliance) Never have to worry again about unauthorized users sending emails to sensitive or large distribution lists or not being able to include non-GroupWise email addresses in system-defined distribution lists.

16 Riva Event Monitor The Riva Event Monitor allows you to: Assign policies, applications and reports to be executed based on an event occurring in your GroupWise system Assign Riva CRM and third-party synchronization to synchronize event-specific information to the CRM or third-party application Note: The Riva Event Monitor is included by default in the Secure Distribution List Application. CRM-based event notification is CRM specific because not all CRM systems provide event-based notification.

17 Riva CRM and Third-party Integration Riva CRM, ERP and Third-party Integration Strategy for GroupWise integrates data from third-party databases, CRMs, ERPs, business processes, management systems and others into GroupWise. Key Value: Synchronization of data from virtually any source... to any GroupWise destination, providing seamless, transparent synchronization.

18 Riva Collaboration Integration Connectors

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20 Rivas 3Ts: Tight, Transparent, Timely Rivas CRM integration creates a competitive advantage based on allowing sales, service and account reps and executives to gather and execute on: Single entry calendar, contact and account information Integrated customer intelligence Analysis Collaboration Best practices

21 More than Just a Windows Client Plug-in: Complete Platform for CRM Integration No-touch TM integration (no software to add to clients) Turns all GroupWise clients (Windows, Mac, Linux, WebAccess, GMS, BES, IMAP, Evolution, Outlook) into an integrated CRM client (with support for caching and remote modes). Compatible with GroupWise running on all server platforms No new infrastructure or firewall changes required Transparent to both GroupWise and CRM

22 Riva CRM Desktop and Enterprise Editions Enterprise Edition: Multiple accounts, no desktop software Desktop Edition: Single account, no server software All information synchronized from the CRM is available in ALL GroupWise clients (Linux, Macintosh, Windows, WebAccess, mobile devices, Evolution, Outlook, IMAP) Full BlackBerry and GroupWise Mobile Server mobile device client support (e.g., Tasks marked as completed on your BlackBerry or GroupWise Mobile Server clients are marked as completed in the CRM)

23 Sort CRM Opportunities, Quotes and Cases in GroupWise Group Labels View Standard View

24 Riva ConnectBar TM : View, Edit or Delete CRM Opportunities, Quotes, Cases from GroupWise The Riva ConnectBar TM reflects the CRM interface in the GroupWise client.

25 Convert a Novell ® GroupWise ® e-mail into a CRM opportunity or case. RIVA SMARTCONVERT DROP FOLDERS

26 Create Novell ® GroupWise ® CRM Dashboards Users can create Novell ® GroupWise ® CRM dashboards to reflect their preferences: Dashboard One Recent Activity Calendar Activities Open Cases My Opportunities My Quotes My CRM Contacts Dashboard Two Same as listed to the left with an open Opportunity Displays Omni ConnectBar to Review, Edit and Delete functions

27 Sample Integrated CRM Dashboard

28 Useful Riva Links Riva Home Page www.omni-ts.com/integration Product Overview www.omni-ts.com/integration/overview.html Modules and Reports www.omni-ts.com/integration/details.html Features and Benefits www.omni-ts.com/integration/features.html System Requirements www.omni-ts.com/integration/requirements.html Case Study and Articles www.omni-ts.com/integration/news.html Documentation www.omni-ts.com/documentation/messaging/

29 Bottom Line Riva Delivers: Increased Satisfaction and ROI Riva gives time back to GroupWise administrators by allowing them to use policies to automatically control user folders, calendars, address books, signatures, distribution lists, etc. Riva delivers immediate user adoption and satisfaction because it gives time back to users by allowing them to work in their CRM or GroupWise and provinding them with access to information from the the other system. Riva immediately improves a companys Return on Investment by delivering transparent integration of a companys two most critical applications: Novell ® GroupWise ® and the CRM, LOB, or other third-party application.

30 Thank You! Aldo Zanoni CEO, Managing Director Omni Technology Solutions +1.780.423.4200 Ext. 232 aldo@omni-ts.com www.omni-ts.com

31 Thank You! Aldo Zanoni CEO, Managing Director Omni Technology Solutions +1.780.423.4200 Ext. 232 aldo@omni-ts.com www.omni-ts.com

32 Riva Collaboration Integration Screenshots MANAGE GROUPWISE LIKE NEVER BEFORE:

33 Managing Connections

34 Managing Riva Policies

35 Riva Managed Calendars

36 Riva Secure Distribution Lists

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42 Riva eDirectory Account Audit Report

43 Useful Riva Links Riva Home Page www.omni-ts.com/integration Product Overview www.omni-ts.com/integration/overview.html Modules and Reports www.omni-ts.com/integration/details.html Features and Benefits www.omni-ts.com/integration/features.html System Requirements www.omni-ts.com/integration/requirements.html Case Study and Articles www.omni-ts.com/integration/news.html Documentation www.omni-ts.com/documentation/messaging/

44 Visit www.omni-ts.com for more innovative GroupWise solutions and our new Riva on-demand webcasts.

45 Riva CRM Integration Screenshots #1 GROUPWISE CRM INTEGRATION SOLUTION:

46 SharePoint ® Integration for GroupWise ®

47 Facebook ® Integration for GroupWise ®

48 SugarCRM and GroupWise Login Information

49 Bi-directional Synchronization

50 Bi-directional Synchronization of Address Book Accounts and contacts from CRM

51 View and Sort CRM Opportunities, Quotes and Cases in GroupWise Group Labels View Standard View

52 Riva ConnectBar TM and DropFolders TM The Riva ConnectBar allows you to Review, Edit or Delete opportunities, quotes and cases directly from the GroupWise client. DropFolders allow you to convert an email to CRM archived email, opportunity, quote or case.

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54 Sort CRM Opportunities, Quotes and Cases in GroupWise Group Labels View Standard View

55 Riva ConnectBar TM : View, Edit or Delete CRM Opportunities, Quotes, Cases from GroupWise The Riva ConnectBar TM reflects the CRM interface in the GroupWise client.

56 Convert a Novell ® GroupWise ® e-mail into a CRM opportunity or case. RIVA SMARTCONVERT DROP FOLDERS

57 Create Novell ® GroupWise ® CRM Dashboards Users can create Novell ® GroupWise ® CRM dashboards to reflect their preferences: Dashboard One Recent Activity Calendar Activities Open Cases My Opportunities My Quotes My CRM Contacts Dashboard Two Same as listed to the left with an open Opportunity Displays Omni ConnectBar to Review, Edit and Delete functions

58 Sample Integrated CRM Dashboard

59 Flow Diagram – CRM to GroupWise ®

60 Flow Diagram – GroupWise ® to CRM

61 Bi-directional Synchronization

62 SmartConvert TM Folders – Email

63 SmartConvert TM Folders – Opportunities

64 SmartConvert TM Folders – Cases

65 SmartConvert TM Folders – Quotes


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