RivaTM Collaboration Integration Platform for Novell® GroupWise®

Slides:



Advertisements
Similar presentations
Riva Integration Server for Oracle CRM On Demand Server-side sync | No plug-ins required Wolfgang Berger Business Development EMEA Region Omni Technology.
Advertisements

Omni eControl: Unified management console for multiple applications
Bridging the Last Mile Gap with Server-side Integration NO Outlook Plug-ins Required Aldo Zanoni CEO and Managing Director Omni Technology Solutions
Bridging the CRM User Adoption Gap with Server-side Integration Beyond Outlook Plug-in Synchronization Aldo Zanoni CEO and Managing Director Omni Technology.
Travel and Expense Management Scenario Overview
Riva Collaboration Integration for GroupWise Aldo Zanoni CEO, Managing Director Omni Technology Solutions Ext. 232 Riva.
Outlook 2010 Quick Guide Table of Contents: Overview of client, Sending/Receiving , Using the address book………..……… Sent Items……………………………………………………………………………………………..…..8.
Omni GroupWise Mobility Suite Aldo Zanoni CEO Omni Technology Solutions Ph: Omni GroupWise Mobility Suite Omni Mobile.
Compliance on Demand. Introduction ComplianceKeeper is a web-based Licensing and Learning Management System (LLMS), that allows users to manage all Company,
Travel and Expense Management Scenario Overview
Riva – Sync Dynamics CRM directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration
Sync Sugar to the native iPad and iPhone address book and calendar Server-side sync | No plug-ins required Aldo Zanoni CEO and Managing Director Omni Technology.
Access 2007 Product Review. With its improved interface and interactive design capabilities that do not require deep database knowledge, Microsoft Office.
Bridging the CRM User Adoption Gap with Riva Server-side Integration Beyond the Outlook Plug-in Aldo Zanoni CEO and Managing Director Omni Technology Solutions.
Manage, Create and Access CRM Information from your iPad Beyond Outlook Plug-in Synchronization Aldo Zanoni CEO and Managing Director Omni Technology Solutions.
Riva Integration Server for Oracle CRM On Demand Moving Beyond the Outlook Plug-in Aldo Zanoni CEO and Managing Director Omni Technology Solutions
Business! Business!  Overview  What is ‘ Business!’ ?  Business! Structure  Business! Concepts  Step by Step  Contact Management  Activity Management.
Sync Salesforce directly to Microsoft Exchange
1 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2006 Microsoft Corporation.
2010 Practice Management Annual Conference PCLaw® Office Efficiency Tools – Calendaring, Phone Call & Document Management Presented by: Deborah Schaefer.
Make your messaging reliable use it Messaging. A single and global solution Send, receive and process any type of message through the appropriate channel.
KWizCom SharePoint Calendar Plus
Presenter notes This Microsoft Outlook 2010 presentation is a prepackaged solution designed to help attendees maximize the application. You may.
Winter Consolidated Server Deployment Guide for Hosted Messaging and Collaboration version 3.5 Philippe Maurent Principal Consultant Microsoft.
Relgo Networks, Inc. Jubilee Hills, Hyderabad Realty Enterprise Resource Planning (ERP)
Office 365: Efficient Cloud Solutions Wednesday March 12, 9AM Chaz Vossburg / Gabe Laushbaugh.
Tutorial Introduction Fidelity NTSConnect is an innovative Web-based software solution designed for use by customers of Fidelity National Title Insurance.
Module 4 Managing Client Access. Module Overview Configuring the Client Access Server Role Configuring Client Access Services for Outlook Clients Configuring.
Riva Managed Identity Integration for Active Directory and Novell ® GroupWise ® Part Two Aldo Zanoni CEO, Managing Director Omni Technology Solutions
SCO Insight Connector Training. The SCO Insight Connector  Product Overview  Technical Specifications  Installation  Using the Components  Target.
Module 8: Managing Client Configuration and Connectivity.
MCSE Guide to Microsoft Exchange Server 2003 Administration Chapter Four Configuring Outlook and Outlook Web Access.
©Kwan Sai Kit, All Rights Reserved Windows Small Business Server 2003 Features.
The School District of Philadelphia Office of Information Technology Division of Technology Services Gary Brookstein Carmen Verrilli “Collaboration
Increasing GroupWise ® Productivity Using Nexic Products Jeff Stratford President Nexic, Inc. Richard Bliss GroupWise.
Policy-based, Automated GroupWise Content Management, Account Management and Reporting Aldo Zanoni CEO, Managing Director Omni Technology Solutions, Inc.
Chapter 9: Novell NetWare
MIGRATING FROM MICROSOFT EXCHANGE SERVER AND OTHER MAIL SYSTEMS Appendix B.
VBE easy VBE Release – New Features Available From 2 October 2006.
Riva – Sync SalesLogix and SageCRM to Exchange Reliable contact, calendar, task and integration – no plug-ins required Trevor Poapst VP Marketing.
Publish Calendars to the Web. CCUweb Presentation (10 Minutes) 1 Demonstration of published calendars (10 minutes) 2 Demonstration of importing calendar.
Instant Messaging for the Workplace A pure collaborative communication tool that does not distract users from their normal activities.
Module 9 Configuring Messaging Policy and Compliance.
Advansys® Formativ™ Product Overview Unlimited Solutions for GroupWise®
Audio Dial In: or CRM to RM Visual CRM to MS-CRM 2007 Visual User Group Nov 21 st 2007.
Aldo Zanoni - Director of Customer Service Omni Mobile – A New Era of Novell GroupWise Mobile Connectivity.
…. PrePlanPrepareMigratePost Pre- Deployment PlanPrepareMigrate Post- Deployment First Mailbox.
1 of 8 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation.
Riva Managed Identity Integration for Active Directory and Novell ® GroupWise ® Aldo Zanoni CEO, Managing Director Omni Technology Solutions
Bridging the GoldMine CRM User Adoption Gap with Server-side Integration Beyond Outlook Plug-in Synchronization Aldo Zanoni CEO and Managing Director Omni.
Module 9 Configuring Messaging Policy and Compliance.
Riva Integration Server for Salesforce.com Server-side sync | No plug-ins required Wolfgang Berger Business Development EMEA Region Omni Technology Solutions.
Module 3 Managing Recipient Objects. Module Overview Managing Mailboxes Managing Other Recipients Configuring Address Policies Configuring Address.
Module 4: Managing Recipients. Overview Introduction to Exchange Recipients Creating, Deleting, and Modifying Users and Contacts Managing Mailboxes Managing.
Bridging the CRM User Adoption Gap with Riva Server-side Integration Beyond the Outlook Plug-in Stéphane Zanoni CTO, Head of Research Omni Technology Solutions.
Module 7 Planning and Deploying Messaging Compliance.
Outlook 2003 Quick Guide Table of Contents: Overview of client, Sending/Receiving , Using the address book………..……… Sent Items………………………………………………………………………………………………..4-5.
Riva – Sync Sugar directly to Microsoft Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration
Sync CRM On Demand directly to Exchange Server-side sync | No plug-ins required Trevor Poapst VP Marketing and Sales Riva CRM Integration
Module 1: Overview of Microsoft Office SharePoint Server 2007.
Enterprise Messaging & Collaboration. e-Interact Modules.
Microsoft Partner Conference Integrated Innovation Don Kerr Partner Technology Specialist.
Title in Sergoe, white, shadow, 36 Presentation title goes here, using Segoe Regular, in sentence case. Integrated Innovation Mark O’Shea Partner Technology.
CONTRACT CONTROL. IPM Global – Why IPM Exists We believe Project Management Software should be easy to use. We believe Software should be flexible, and.
Sync SAP Cloud for Customer to Microsoft Exchange and Office 365 Call Or visit rivacrmintegration.com.
About the To-Do Bar in Outlook
SharePoint Essentials Toolkit
Riva – Sync Dynamics CRM directly to Exchange
Outlook 2007 & Google Apps Sync
Business Document Platform
Presentation transcript:

RivaTM 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

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

Riva Collaboration Integration Platform MANAGE GROUPWISE LIKE NEVER BEFORE: Riva Collaboration Integration Platform

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.

Manage GroupWise Like Never Before! Riva delivers four components: Managed Policies for automated account content Managed Applications for eDirectory integration GroupWise Reports 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.

Manage Novell® GroupWise® Like Never Before! Riva Managed Policies Dynamically create and update Novell GroupWise information—calendars, 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.

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.”

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.

“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)

“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

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 Shared Calendars Report Shared Address Book Report Shared Folders Report * Requires GroupWise 7.0.2

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

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.

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.

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.

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.

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.”

Riva Collaboration Integration Connectors

Riva’s 3Ts: Tight, Transparent, Timely Riva’s 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

More than Just a Windows Client Plug-in: Complete Platform for CRM Integration No-touchTM 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

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)

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

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

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

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

Sample Integrated CRM Dashboard

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/

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 company’s Return on Investment by delivering transparent integration of a company’s two most critical applications: Novell® GroupWise® and the CRM, LOB, or other third-party application.

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

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

Riva Collaboration Integration Screenshots MANAGE GROUPWISE LIKE NEVER BEFORE: Riva Collaboration Integration Screenshots

Managing Connections

Managing Riva Policies

Riva Managed Calendars

Riva Secure Distribution Lists

Riva Secure Distribution Lists

Riva Secure Distribution Lists

Riva Secure Distribution Lists

Riva Secure Distribution Lists

Riva Secure Distribution Lists

Riva eDirectory Account Audit Report

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/

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

Riva CRM Integration Screenshots #1 GROUPWISE CRM INTEGRATION SOLUTION:

SharePoint® Integration for GroupWise®

Facebook® Integration for GroupWise®

SugarCRM and GroupWise Login Information

Bi-directional Synchronization

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

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

Riva ConnectBarTM and DropFoldersTM 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.

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

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

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

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

Sample Integrated CRM Dashboard

Flow Diagram – CRM to GroupWise®

Flow Diagram – GroupWise® to CRM

Bi-directional Synchronization

SmartConvertTM Folders – Email

SmartConvertTM Folders – Opportunities

SmartConvertTM Folders – Cases

SmartConvertTM Folders – Quotes