1 january, 2006 february, 2006 new product platform functional decomposition: to be state

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1 January, 2006 February, 2006 New Product Platform Functional Decomposition: To Be State

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Page 1: 1 January, 2006 February, 2006 New Product Platform Functional Decomposition: To Be State

1January, 2006

February, 2006

New Product PlatformFunctional Decomposition: To Be State

Page 2: 1 January, 2006 February, 2006 New Product Platform Functional Decomposition: To Be State

2January, 2006

February, 2006

Company XYZ System High Level Functional Decomposition – As Is

Corp. Accounting Solomon

7.0 Fulfillment

7.1In-house

7.2 Vendor

4.0 Reporting

2.0 PHQ Operations

2.1Activity

Management

2.4 Enrollment

2.3 SalesScripts

2.2 CampaignPortfolio

1.0 Client Management

1.1 Administration

1.2 Contact

Management

1.4Adjustments

& Notes

1.3 Order History

Current System

3.0 User Admin

5.0 CE

5.1Business

Rule Management

5.2 OEM Rules

5.3 FulfillmentPreparation

5.4 Reporting

5.5 Client/Customer

Management

5.6 Billing

DMI

ClientManagement

GatherData

OEM

6.0 Template Mgt.

6.1Creation

6.2Template

Rules

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February, 2006

Client Portal

Customer Intelligence

TemplateManagement

DataManagement

Operations

Personalization

Back Office

ProgramEngine

• Registration• My Products• My Customers• My Results

• Customer Service• Billing• Sales Support

• Business Rules• Decision Support• Data Acquisition & Format

Builds the capability create Products and services

Next Generation “Company XYZ Central”

Page 4: 1 January, 2006 February, 2006 New Product Platform Functional Decomposition: To Be State

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February, 2006

High Level Functional Decomposition – To Be“Company XYZ Central”

Corp. Accounting Solomon

8.0 Fulfillment

8.1Print

8.2E-mail

7.0 Reporting

3.0 Template MOEM t.

5. 5 Product Builder

5.3 ProductPortfolio

2.0 Client Self Service2.1

Registration

6.0 User Administration

5.0 Client Management

9.0 DMI

9.1Client

MOEM t

9.2 Gather

Data

OEM4.0 Cust. Intelligence

1.0 Data Acquisition

5.4 Sales Scripts

5.7 ClientContact

Management

5.8 Customer

Management

5.9Billing

5.10Adjustments

5. 6 Notes

5.11 ProductOrder

History

8.3Telephone

8.4Other Dist. Channels

5.12 QualityControl

2.2My Staff

2.3My

Customers

2.4My

Products

2.5My

Product Builder

2.6My Results

2.7To Do

3.1TemplateCreation

3.2Template

Rules

3.3FulfillmentPreparation

4.1Internal

Rule Mgt.

4.2ExternalRule Mgt.

7.3Client

Reporting

7.2Sales

Reporting

7.1Management

Reporting

5.2Client

Registration

5.1Activity

Management

5.13 RequestFor Quote

5.14 ProductionCalendar

5.15News

5.16 MasterWorkflowCalendar

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5January, 2006

February, 2006

1.0 Data Acquisition

Level 1.0 Data Acquisition

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February, 2006

1.0 Establish andDownload datasource & data

1.6 Save toXYZ

Datastore

Yes1.1. Apply Business Rules for record inclusion

1.4 Customer AddressVerification and NCOA

1.7 BackupDatastore as required

1.3 Error Processing

1.2

Meet Rules?

No

1.5

Meet Requirements?

No

Yes

1.0 Data Acquisition Process

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February, 2006

This process receives customer data from identified data sources, converts it to a common Company XYZ format, and ‘purifies’ it by selecting records according to defined rules.

Business Rules define which records the System will save, merge or merge into a single datastore. The function will automatically perform these processes while allowing Company XYZ Technical Team members to manipulate records as required.

1.0 Data AcquisitionData Acquisition Process

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February, 2006

1.0 Data Acquisition ProcessContext Diagram

OutputsProcessInputs

Data Acquisition

Process

• Download data• Apply Business Rules

•Apply AVS•Apply NCOA

•Save data•Backup datastore

CustomerDatastore

Save purified records

Third party

Datastore

Client’sCustomerDatastore

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February, 2006

Level 2.0 Client Self Service

2.0 Client Self Service2.1

Registration2.2

My Staff2.3My

Customers

2.4My

Products

2.5My

Product Builder

2.6My Results

2.7To Do

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February, 2006

2.0 Client accesses portal;logs into System

2.0.2 Valid login?

User/role security

2.0.1 Portal Datastore

Security deck

2.0.4 Error message

Yes

2.0.6 DisplayEntry page; Client selects:

No2.0.5 Fourth

attempt?

Yes

No

2.2 My Staff

2.4 My Products

2.5 My Product Builder

Company XYZ has a relationship with a Client. A Client has a relationship with a Customer.

2.0 Client Self Service Process

2.0.6 Error message, lockprofile, Admin.intervention

2.6My Results

2.7To Do

2.1 Registration

2.3 My Customers

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This function allows a Client to self administer their Products and services.

The Client will manage their information and their Customer information. They will also be able to view and manage their Products and service. The portal will allow the Client to build a new Campaign or customize a Program. It will also provide results and evaluations of prior Campaigns and Programs.

The Client accesses these functions from a web site portal. These processes must be secure to prohibit Clients seeing another Client’s information, accessing a portal to which the end user is not entitled or allow the user to see information and options meant for a different user level.

2.0 Client Self Service Process

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2.0 Client Self Service ProcessContext Diagram

OutputsProcessInputs

Client Self ServiceProcess

Portal & Security functions

SecurityDatastore

Add, delete, modify records

User accesses Portal

Administrator adds/deletes/modifies users

Display

appropriate

web pages

SecurityDatastore

Save security records

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2.1 Client Self Service Process Registration

2.1 Client accesses Portal;selects new Client

2.1.6Security Deck

datastore

2.1.2 Client enters info; selects submit

Save

2.1.3 System sends Admin. e-mail

2.1.1 New Client

Request page

2.1.4 Admin validates Client, info, creates/modifies profile

2.1.5 System alerts Client, DMC & MSR

2.1.8

Contact Form

2.1.7 Client accesses ContactPage for changes

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A potential Client can access the web site and register to become an Company XYZ Client. Successful registration will trigger an e-mail to the appropriate personnel (DMC and MSR).

The registration process will capture information such as name, address, contact name, contact phone number, contact e-mail address. It will also allow the Client to upload a logo and location map, if appropriate.

2.1 Client Self ServiceRegistration

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2.1 Client Self Service RegistrationContext Diagram

OutputsProcessInputs

Administration Process

•Receive request, alertAdministrator

•Validate request•If valid, create/modify

profile, if invalid, contact & mitigate

• On create, message Client & Sales

•On Modify, messageClient

•Save to security deck

Security Datastore

Client Signs up or requests

modifications by filling in web form

Administrator validates request,

creates or modifies profile

Request or

Contact Page

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2.2 Client Self ServiceMy Staff

2.2 Client logsinto Portal; selectsMy Staff page

2.2.2 Records

exist for Client?

2.2.1 ContactsDatastore

Results2.1.5 Client selects add, modify or del. enters info

2.2.3 Display blank screen with Add option

2.2.4 Displaywith add/modify & delete options

No

Yes

2.2.6 Contacts Datastore

Save

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Clients use this process to add, modify and delete Client Contact information in the System. This information should include name, phone number and e-mail address.

When a valid Client accesses the My Staff page, the System will display only those Staff records associated with the Client.

If no Staff/Contact records exist, System will offer the Add option. If Staff/Contact records exist, the System will offer the Add, Delete and Modify options.

The System will require a valid end user log-in before allowing access to this function.

2.2 Client Self ServiceMy Staff Process

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2.2 My StaffContext Diagram

OutputsProcessInputs

My Staff/Contact

ManagementProcess

•Display Staff/Contacts associated with a Client

• Allow end user to add, modify

or delete records• Save additions and modifications, purge

deleted records

ContactsDatastore

Add, delete, modify records

Client accesses My Staff Page and enters appropriate information for new Contact or selects an existing record and modifies the record or

deletes it.

My Staff/Contact

Management and

associated pages

ContactsDatastore

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2.3 Client Self Service Process My Customers

2.3 Valid userselects Customer Management

User/role security

2.3.1 CustomerDatastore

Save changes

2.3.3 Client sets desired records to In/Exclude

2.3.4 CustomerDatastore

2.3.2 Display records

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Clients use this process to display their Customer records. It also has the ability remove a customer from a list. This is the Client’s means of determining which Customer records can be included in a Campaign or Program.

2.3 Client Self ServiceMy Customers

Company XYZ has a relationship with a Client. A Client has a relationship with a Customer.

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2.3 My CustomersContext Diagram

OutputsProcessInputs

Customer Management

Process

• Display Records•Mark status changes

or deletions • Save and apply

changes on next printjob

CustomerDatastore

Save changes

Client accesses My Staff page,

requests changes

CustomerDatastore

Find & display records

My Staff Page

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2.4 Client Self Service My Products

2.4.3

Display available

and purchased

Products

2.4.1 Client Datastore

2.4.2 Show Clientscurrent Products

2.4 Cliententers home page

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This process displays the Client’s current Products. It will also display a list of Products the Client could purchase. The Client can get more information on a Product by clicking a link to a Product Information page. If the Client has selected the Product, he will be able to purchase it.

2.4 Client Self ServiceMy Products

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2.4 My ProductsContext Diagram

OutputsProcessInputs

My Products

•Compare data imports against mailings.

•Credit appropriate sales to coupon,

premium•Save results

•Extrapolate accordingto Campaign/Program

selected•Display latest My Results bar graph

•Save data for Reports

ClientDatastoreClient

Datastore

Portal graphs

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2.5 Client Self Service My Product Builder

2.5 Client selectsMy Product Builder page

2.5.4 Selection

Web to Print

Enabled?

security

No

Yes

2.5.5 Web-to-Print:Client selects and saves options*

* Options & Requirements imposed in 4.0 Customer Intelligence

2.5.3 Template& Rules

Datastore

requirements*

2.5.6 ClientDatastore

Save options, coupon pools, etc.

2.52 Selects

Campaign

or Program

2.5.6 Enrollment page, collect requirements*

2.5.7 Validate Clientinformation

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Clients use this process to create and/or customize Products (Campaigns & Programs). The System uses the Client’s choices, associated template and Business Rules to create the mailers/emails/web pages for the job.

The Rules may allow the Client to customize the Product(s). If so, the template, variable elements and template rules contained in this function are combined to allow, gather and save the customizations. The Client will have a WSIWYG (What You See Is What You Get) interface to choose various elements. These elements can be dragged to different, predefined locations on the Product canvas. The template rules will determine what elements each location can contain. Once the Client has the desired look and feel, they can save the template and execute the Product.

This function will also allow the Client to determine the list selection criteria for the piece. This may include financial or numerical caps to limit the customers costs.

Once the customer completes these tasks, he can approve the execution. This approval will trigger the fulfillment process.

2.5 Client Self ServiceMy Product Builder

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2.5 My Product BuilderContext Diagram

OutputsProcessInputs

Template Customization

Process

•Select valid options,•Upload graphics

•Select coupons, pool, discounts

•Query Order History data store

• Display appropriateinformation based on

user role

ClientDatastore

Find appropriate recordsClient selects Product, then appropriate template screen, enters

options.

Display

information

TemplatesDatastore

Find appropriate records

Custom

Template PageImpose requirements & options

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2.6 Client Self Service My Results

2.6.3

result in 3d bar graph or

create report

2.6.1 Client &Customer Datastores

2.6.2 System determines Shows various charts or reports

2.6 Cliententers home page or selects My Results

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During the routine of processing data, the system will associate Client events (service calls & sales) with a Product. Association rules will be used to govern this process. This information is cumulated and ready to be provided at the dealers request.

The system will show the results and an evaluation of the Product in the form of charts and reports. The Client will use this information to help make decisions on future Products and services.

This functionality can also be used to direct Clients to extrapolated reports showing how much money the Client is losing by not increasing mail list size, geographic area or enrolling in a new Program.

2.6 Client Self ServiceMy Results

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2.6 Custom Campaign BuilderContext Diagram

OutputsProcessInputs

My Results

•Compare data imports against mailings.

•Credit appropriate sales to coupon,

premium•Save results

•Extrapolate accordingto Campaign/Program

selected•Display latest My Results bar graph

•Save data for Reports

ClientDatastore

System compares latest downloads to previous jobs

System determines Job spending

level and uses information to extrapolate

Portal graphs

CustomerDatastore

ClientDatastore

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2.7 Client Self Service To Do

2.7.3

Display list w/hyperlinks

to appropriate pages

2.7.1 Client Datastores

2.7 Cliententers home page or selects his To Do page

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When a Client accesses his/her Portal homepage, the System will display a “To Do” list (yet to be named) specific to the Client/User. These “To Do” items will be based on workflows for various Products and can be manually or automatically triggered. Some examples:

— An enrollment is rejected by an Administrator because a required field or option is missing.

— A DMC notices a new Client Manager has been hired but did not get a chance to gather the information on a visit.

— A mailer piece is ready for review and approval.

2.7 Client Self ServiceTo Do

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2.7 To DoContext Diagram

OutputsProcessInputs

To Do

•List triggered events, including a hyperlink

for workflow requirements.

•List communicationsfrom DMC/MSR.

ClientDatastore

ClientDatastore

List items

RulesDatastore

Save items & Status

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Level 3.0 Template Management

3.0 Template MOEM t.

3.1TemplateCreation

3.2Template

Rules

3.3FulfillmentPreparation

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This process allows business users to create and manage templates and associated business rules. It also facilitates the fulfillment process.

3.0 Template Management ProcessTemplate Management Process

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3.0 Template Management Process Context Diagram

OutputsProcessInputs

Template Management

Process

•Store template•Store defined graphics.

• Define Campaign/Program/mailer options,

gifts, coupons, POS Kits, etc.

•Store Rules, option definitions

TemplateDatastore

Creative creates template file; Technical

loads to Template datastore

Business Team determines available

options, offers, kits, graphics. whether to

enable Web-to Print, etc.

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3.1 Template Management Process Template Creation

3.1 Build new template based on Business Teamrequirements

3.1.2 Go to 3.2 3.1.1

TemplateDatastore

Upload

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This function is not intended to facilitate the creative process. It is intended to monitor template development progress. This can be as simple as using a workflow process to facilitate the process. The minimum technical functions are: upload the final template file(s) to the datastore and alert the assigned Business Team of the new Template’s availability.

3.1 Template Management ProcessTemplate Creation Process

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3.1 Template Creation Process Context Diagram

OutputsProcessInputs

Template CreationProcess

•Provide datastore upload tool

•Store software template files

•Alert Business & Production Teams

TemplateDatastore

Creative uploads template file(s)

User notification

ActivitiesManagement Listing

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3.2 Template Management Process Template Rules Creation

3.2 Set template requirements

3.2.2 Tech Team designs/imposes or architects new options

3.2.3TemplateDatastore

Upload3.2.1

Require technical

upgrade?

Yes

No

Template Reqs.Page

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This business process enables non-technical business users to define sections of a canvas with rules of elements that can be used. The end user will be able to define:

— Coupons, Coupon grouping— Eligible graphics and/or if the Client will have permission to upload his/her own

graphics.— Premium selection— Mailer, coupon text, text options, text definitions for variable text, triggers to select

appropriate text. — Enable/Disable Web-to-Print (if enabled, this will require Technical Team

assistance in designing the Web-to-Print functionalities and option selections.

These definitions and requirements will be stored in the Template datastore and associated with the template file.

3.2 Template Management ProcessTemplate Rules Process

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3.2 Template Rule Process Context Diagram

OutputsProcessInputs

Template RuleProcess

• Provide tool to define template options.

• If required, Tech Team creates new System

functionality • Store information inTemplate Datastore•Impose rules on implementation

or revision

TemplateDatastore

Business Team selects and uploads

template definitions and requirements

2.4 or 2.5

Technical Team enables required new functionality or Web-to Print template/options

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3.3 Template Management Process Fulfillment Preparation

3.3 Manual/ automated job trigger

3.3.2 Select rules

3.3.1 Select template file, validate file

TemplateDatastore

Rip, E-mailpackage, Phone

Script, etc.

Upload template, rules data

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This process describes how the System selects and uploads the appropriate template file and rules from the Template datastore to the target system (RIP or data export [3rd Party Vendor] for a print job, e-mail System/sub-system for an e-mail package, data for a third party vendor, scripting files for a telephone Campaign, etc.)

The System will be capable of selecting and uploading template and rules files to Company XYZ Production (Company XYZ Network transfer), a third party Vendor (FTP) or a sub-System (e-mail engine) as required.

3.3 Template Management ProcessFulfillment Process

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3.3 Template Fulfillment Process Context Diagram

OutputsProcessInputs

Template Fulfillment

Process•Select Template file•Select Rules file(s)

•Upload to appropriate target

TemplateDatastore

Business or Production Team

Triggers job run

Client’s Enrollment or Campaign

information sets automated Trigger

Product

Datastore

Company XYZ RIP for print job

Trigger pulls files/data

System e-mail engine

Data sent to3rd PartyVendor

System Phone Script Creator

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Level 4.0 Customer Intelligence

4.0 Cust. Intelligence

4.1Internal

Rule MOEM t

4.2External

Rule MOEM t

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4.2 OEM Recommends Rules

4.1 Company XYZ Generates Rules.

4.0.1 EnterInto System

4.0.2 Test Rules

4.0.4ApproveRules

Business RuleRepository

4.0 Customer Intelligence Process

4.03

Desired

Results?

Yes

No

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Customer intelligence is the heart of the system. This is the process of identifying business rules the determine when a customer is to be contacted, how they are to be contacted and what information should they be provided with.

This process is largely manual, this function will provide the ability to enter these rules into the system. They can be tested to determine if the desired result was achieved by the rule.

The rules are divided into to categories; Internal (Company XYZ generated) and External (OEM generated). These rules can interact with each other to provide the customer intelligence.

4.0 Customer Intelligence

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4.0 Customer IntelligenceContext Diagram

OutputsProcessInputs

Customer Intelligence

•Create & documentInternal Rules

•Collect & document External Rules

•Write & impose Rules•Save Rules in

Customer datastore

CustomerDatastore

Business Team creates internal rules

Client & Manufacturer (if applicable) impose rules

Client sets upper record limit

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Level 5.0 Client Management

5. 5 Product Builder

5.3 ProductPortfolio

5.0 Client Management

5.4 Sales Scripts

5.7 ClientContact

Management

5.8 Customer

Management

5.9Billing

5.10Adjustments

5. 6 Notes

5.11 ProductOrder

History

5.12 QualityControl

5.2Client

Registration

5.1Activity

Management

5.13 RequestFor Quote

5.14 ProductionCalendar

5.15News

5.16 Master WorkflowCalendar

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This functions allows Company XYZ personnel to service Clients. This is a standard series of customer service capabilities .

Many of these functions are available to Clients in the Self Service function.

5.0 Client Management

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5.1 Client Management Process Activities Management

5.1 MSR Requests My Activities page

5.1.1 MSR selects

Activity

User/role security

5.1.7 ActivitiesDatastore

Query

5.1.2 Calls

5.1.3 To Dos

5.1.4 Issues

5.1.6 Summary

5.1.5Appointments5.1 Sales

assigns or reassigns Activity

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This function allows the user to see all of their related activities. Activities are items that require action from the user.

Activities include:— To Do tasks (actions, approvals,…)— Alerts the team to issues.— Management of Appointments and Calls.— Allows Management to populate news items of specific concern to the Team.— Tracks Telephone, Fax and Email tasks (tickler).— Management workload and Productivity requirements through the Summary

function.

5.1 Client ManagementActivities Management Process

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5.1 Activities ManagementContext Diagram

OutputsProcessInputs

Activities Management

Process

• Call Management• To Do Management• Issues Management

• Appointments • Management

• Summary Report

ActivitiesDatastore

Add, delete, modify records

MSR opens, closes or

reassigns an activity

Manager assigns task, adds news item,

reviews MSR Productivity, reviews SLA

levels

Display

appropriate

web pages

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5.2 Client Management Process Registration

5.2.1Accesses Portal;selects new Client

5.2.6Security Deck

datastore

5.2.2 Enter info; selects submit

Save

5.2.3 System sends Admin. e-mail

2.1.1 New Client

Request page

5.2.4 Admin validates Client, info, creates/modifies profile

5.2.5 System alerts Client, DMC & MSR

2.1.8

Contact Form

5.2.7 Accesses Contact Page for changes

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For those Clients that choose not to self register, the PHQ team will have the functionality to register a Client.

The registration process will capture information such as name, address, contact name, contact phone number, contact e-mail address. It will also allow the Client to upload a logo and map to their location if appropriate.

5.2 Client ManagementClient Registration Process

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5.3 Client Management Product Portfolio Process

5.3.4

Display available

and purchased

Products

5.3.2 Client Datastore

5.3.3Show Clientscurrent Products

5.3.1 Userenters home page

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Company XYZ personnel can display the current Products for a Client. It will also display a list of Products that the Client could purchase. If the user selects a Product that the Client does not have, a sales script is displayed. Once the user has selected the Product, he will be able to purchase it for the Client.

5.3 Client ManagementProduct Portfolio Process

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5.3 Product PortfolioContext Diagram

OutputsProcessInputs

ProductPortfolio

•Query Product data store

• Display appropriateinformation based on

user role

ProductDatastore

Find appropriate records

MSR requests Portfolio

information in My Activities

application

Client requests Portfolio information on

the Client Portal web site

Display

information

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5.4 Client Management Process Sales Scripts

5.4.1 User Requests ClientInformation

User/role security

A Product Datastore

5.4.5Display Program FAQ

5.4.4ManagerWrites & uploads FAQ

5.4.3 MSR accesses Product (Programs) List; selects one

5.4.2 Display Sell Me* info inFirst Client Screen

* Sell Me Screen section contains all current Campaigns in which the selected Client is not enrolled

Product Datastore

B Client Datastore

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The user can directly access the sales script from a menu or access it from the Product portfolio of a given Client. This is an internal, Sales Support process for MSRs, DMCs and Sales Managers. It enables management to provide the Sales Team with quick and easy-to-read information for use in explaining Campaigns to Clients.

5.4 Client ManagementSales Scripts Process

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5.4 Sales ScriptsContext Diagram

OutputsProcessInputs

Sales ScriptProcess

• Order History withCurrent Campaigns

• Save FAQ

Add, delete, modify FAQ records

Order History

Manager creates, modifies or deletes

Program FAQDisplay

appropriate info

pm

web pages

Product

Datastore

Product Datastore

Client Datastore

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Users can perform this function for Clients to create and/or customize Products (Campaigns & Programs). The System uses these choices, the template and associated Business Rules to create the mailers/emails/web pages for the job.

Products may have the ability to be customized by a Client. If so, the template, variable elements and template rules contained in this function. The user will have a WSIWYG interface that will allow them to choose various elements. These elements can be dragged to different, predefined locations on the Product canvas. The template rules will determine what elements each location can contain. Once the Client has a look and feel that they like, they can save the template and execute the Product.

This function will also allow the Client to determine the selection criteria for the piece. This may include financial or numerical caps to limit the customers costs.

Once the user completes these tasks, he can forward to the Client for approval the execution. This approval will trigger the fulfillment process.

5.5 Client ManagementProduct Builder Process

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5.6 Client Management ProcessNotes Process

5.6.2 Client Contact Note

5.6.9 ActivityDatastore

5.6.1What is Noteassociated

with?

5.6 Sales gathers/creates Client Note

5.6.8 Add note,System associatenote appropriately

Save Note

5.6.3 Activity Note:

5.6.4 ActivityReassignment Note

5.6.6 Enrollment Note

Display Noteon appropriate

page

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5.6 Client Management ProcessNotes Process

MSRs, DMCs and Managers write notes in appropriate areas of the workflow and customer service. Notes are a free form area that can contain any type of information.

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This function will allow a user can display a Clients customer records. It also has the ability remove a customer from a list. This is the Client’s means of determining which Customer records can be included in a Campaign or Program.

This function is identical to the self service function.

5.7 Client ManagementCustomer Contact Management Process

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This function is allows users to create and maintain Client information. This can include information about the Client or the Clients personnel. This function is directly available to the Client through the self service portal.

5.8 Client ManagementCustomer Management Process

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5.9 Client Management Process Billing

5.9.1 Fulfillment runs, tracks & savescount for items (mailers, e-mails, calls, etc)

User/role security 5.9.2 Send data to

Company XYZ Marketing Billing Application

Client Datastore

Report

Data

ACustomer Datastore

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This process performs the invoicing function for the Company XYZ services. Billing can be a charge back to the Local Marketing Group or OEM. If the invoice is for a Campaign it may be directly billed to the Client.

5.9 Client ManagementBilling Process

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5.9 BillingContext Diagram

OutputsProcessInputs

Production Run Tracking

Save Data

CustomerDatastore

ClientDatastore

CustomerDatastore

ClientDatastore

Data sent to Company XYZ Billing App

BillingProcess

• Associate Customer record count, Type

and other appropriateinformation on

Production run withClient Record

•Save information• With proper request,

send data to billing app Modify Note

• Save data until purged

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5.10 Client ManagementAdjustments Process

5.10 ClientRequestsadjustment

5.10.4 Re-send Production run.Go To 8.0 Fulfillment

5.10.3 Extend Client’sProgram

5.10.1 VerifyError

Financial & Client

Datastore

Invalid

End Process

5.10.2 ChooseMitigation

5.10.5 Create and Save Credit Memo

ClientDatastore

Save remedy

information

Save mitigation information

Save mitigation information

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5.10 Client Management ProcessAdjustments

In the event of a billing or Production error the Client may entitled to a credit adjustment. Billing errors can also create a debit adjustment. In either case the Clients records are adjusted accordingly and passed on the financial system.

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5.10 Adjustments Context Diagram

OutputsProcessInputs

AdjustmentsProcess

• Create Credit Memo

• Return to Production

Dealer complainsTo MSR

Add, delete, modify records

MSR enters information or creates note

Financial & Client

Datastore

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5.11 Client ManagementOrder History Process

5.11 RequestClient record

5.11.4 DisplayCurrent & History Campaigns

5.11.3 DisplayCurrent Programs

5.11.2 Company XYZ or

Client request?

Company

XYZ

Client

5.11.1 Client & Product

Datastores

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5.11 Client Management ProcessOrder History

This function allows the user to view the entire order history for a given Client. All pertinent order information is displayed.

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5.11 Order History ProcessContext Diagram

OutputsProcessInputs

ClientDatastore

Query records

MSR enters information

Store Record

Lookup Page

Company XYZ Results Page

ClientResults Page

Product

Data store

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5.12 Client ManagementQuality Control Process

5.12 Job Prepared

5.12.4 ForPrint/E-mail:ReviewSeeded Mailers

Yes Client & Product

Datastores

5.12.1Check piece/webpage review,

5.12.2 MeetRequirements?

5.12.5 ExternalRemedies

No

5.12.4 Signoffs

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5.12 Client Management ProcessQuality Control Process

This process enforces the job requirements as well as Program/Campaign standards to insure quality presentation to the Customer.

Production or the Third Party Vendor will produce sampled Print and E-Mail pieces or review Telephone Script/Response web pages from actual data, using the job’s template, data and general business rules. The appropriate parties must then sign off on the samples prior to running the actual job. The System will save the signoffs.

Company XYZ will also review the actual mail/e-mail pieces by ‘seeding’ samples sent to Company XYZ and other addresses to help validate the job being performed. The System will save reported reviews of these ‘seeded’ materials as required.

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5.12 Quality Control Process Context Diagram

OutputsProcessInputs

Quality ControlProcess

•Review pre-Production

check pieces orweb pages

•Save signoff info•Save post Production

QC info

Product

Datastore

Print job samples

E-mail job samples

Web Pages

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5.13 Client ManagementRequest For Quote

5.13 Client requests price quote

Yes

5.13.1 Gather requirements, submit to System

5.13.2 Requirements

match previous?

5.13.3 Calculateand displayoptions & adjust-ments.

No

Product & Template datastores

Order History&FinanceDatastore

Pricingadjustment option

page

Options page

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5.13 Client Management ProcessRequest for Quote

This process allows Company XYZ Sales personnel to compare a Client’s proposed new requirements against previously performed Campaigns or pre-defined paper sizes, cost and adjust the cost of the quotation (if, for raw materials and postage prices fluctuate for example).

The Client can request the quotation through My Products Builder (web), by phone contact or through face-to-face meeting.

Quotation delivery can be performed verbally, by e-mail or by PDF.

This function will only be accessible to appropriate Company XYZ Team Members.

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5.13 Request for Quote Context Diagram

OutputsProcessInputs

Request for Quotation

•Compare requirements

with Historical jobs, costs, lists and

paper sizes•If match, allow

adjustment•If no match, select appropriate new job

options

Client job requirements

Product & Template datastores

Order History& FinanceDatastore

Adjustment orOptions by

Company XYZ Team Member

Deliver Price Quotation

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5.14 Client ManagementProduction Calendar

5.14 Job scheduled or modified

ProductionCalendarDatastore

5.14.1System queries Production scheduler

5.14.3 RecalculateCampaign/Program schedules

No

5.14.3 AlertTeam Members:E-mail, Activity

5.14.2 Production

Schedule change?

Yes

Display newProduction Calendar

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5.14 Client Management ProcessProduction Calendar

This function displays the Production Calendar (internal or Company XYZ Letter Shop) by accessing the Company XYZ Production Department’s System regularly. Company XYZ end-users will be able to view the entire calendar (Master Calendar), jobs associated with the end user or as required using appropriate filtering parameters.

On a Production Department Change (Addition, Modification or Deletion), the System will recalculate the Master Calendar and issue e-mail alerts to impacted Team Members. The System will also post an Activity to all the impacted Team Members’ individual My Activities home pages.

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5.14 Production Calendar Context Diagram

OutputsProcessInputs

Production CalendarProcess

•On Calendar change,recalculate Master

Calendar•On recalculation,

alert Team Members whose

Campaigns/Programs are altered by

the change

Production CalendarDatastore

Production Schedule

Display changeOn My Activities

Display Production Calendar

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5.15 Client ManagementNews

5.15 Team Member createsNews Item for ClientOr Team

15.15.2 News Repository;

Add ID; Save item

5.15.1 System Spell checks item;Creates HTMLlinks as appropriate

5.15.3 Client orTeam Memberaccesses Homepage

5.14.3 Systemcreates cookie, rotates items five displays/ refresh

5.15.4 Refresh or return to Homepage

On expiration date,purge Item

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5.15 Client Management ProcessNews

This function displays News Items created by the non-technical Company XYZ Business Team for display on a Team Member or Client Home Page. Program/Campaign Announcements, Sales opportunities, OEM/Coop Funding news and the like will rotate five items per page access or refresh. Each News Item is defined

as two lines of text at xx characters per line.

The System will automatically spell check and create link HTML tags from appropriate text (i.e. the news writer need not know HTML to create hyperlinks).

On Expiration Date, System will delete News Item

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5.15 News Context Diagram

OutputsProcessInputs

News Process

•On creation, spell check, assign ID,

create html link tags & save item

•On Client access, create or read cookieto determine which

group of active itemsto display.

•On Expiration Date, delete item

News ItemRepository

News writer creates News Item, adds Start and End dates

Display News Item

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5.16 Client ManagementMaster Workflow Calendar (Status & Service Levels)

5.16 System detects workflowstart or change

15.16.4 Save inMaster Workflow

Calendar Repository

5.16.1 Create E-mail, Activity or Note per Rule

5.16.3 ApplyService Level Agingand Response Rules

Add, Modify or Delete Registration or Enrollment

Production ScheduleChange

Third Party Vendor E-mail to System

Client e-mail to MSR/DMC viathe System

Service LevelAlert issued

5.16.2 Create/Modify & PublishMaster Work Calendar

Allow Role-based

views of Calendar

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5.16 Client Management ProcessMaster Workflow Calendar (Status & Service Levels)

This function tracks all defined workflow activities, triggers aging Service Levels, triggers automated alerting/Activity/To Do Listings and displays Status and Calendars appropriate to the end user’s role.

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5.16 Master Workflow Calendar (Status & Service Levels)Context Diagram

OutputsProcessInputs

Master Calendar Process

•Capture Workflows•Capture internal &

external Event triggers•Set & Age Service

Levels •Display Status,

Master Calendar Views•Send E-mail & Activity

Assignments per Service Level

•Administer SLAs &Alerting functions

Display Calendar

Add, Modify or Delete Registration or Enrollment, RFQ,Data Agreement, etc.

Production ScheduleChange

Third Party Vendor E-mail to System

Client e-mail to MSR/DMC viathe System

Service LevelAlert issued

Send Alert E-mails

Create & Print appropriate Reports

Create To Do& Activities

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6.0 User Administration

Level 6.0 User Administration Process

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6.0 User Administration Process

Save

information

6.0.2 Security Datastore

6.0.1 Create, modify or delete user profile

6.0.4 Send user login, send Sales e-mail

6.0 Request for access, modification or deletion

Roles:

SysAdmin

Company XYZ Manager

MSR

DMC

Print Production

Client (see 2.1 Registration)

6.03 New ClientUser or deletion?

Yes

6.0.6 Replicatechanges, applychanges

6.0.7 Send modification e-mail to user

No

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This is the process used to register new System users, secure log ins, alert MSRs and DMCs of creation and deletion of Client profiles and enforce role-based security.

6.0 User Administration

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6.0 User AdministrationContext Diagram

OutputsProcessInputs

User Administration

Process

•Create user account.•Modify existing profile•Delete current user

•Enforce roles-based access to screens,

functions and information

•Save and enforce changes

Security

Datastore

Add, delete, modify user records

System Administrator enters user information, changes existing Profile or

deletes existing user

User Requests access to System, Profile

change or is no longer eligible to use the

System

Enforce role-based security

User, Sales Team notification

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7.0 Reporting

7.1 Management

Reports

7.2 Sales

Reports

7.3 Client

Reports

Level 7.0 Reporting

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Level 7.0 Reporting Process

7.0.3 Valid Request?

No

7.02 Security Datastore

7.0.1 Check user account

7.0.6 Create, display file, offer save/print.

Yes 7.0.5 RequiredDatastore

7.0 User requests report

7.0.4 Display error

7.0.5 Reporting Tool (if required)

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This process creates, regulates delivery, displays, saves and prints reports.

7.0 Reporting

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7.0 ReportingContext Diagram

OutputsProcessInputs

ReportingProcess

•Validate user access to report•Pull data

•Sort, filter as definedin report

•Display report•Allow save or print

as defined

RequiredDatastore

Add, delete, modify user records

User Requests pre-defined report, enters

required filter, sorting detail Enforce role-based security

Report

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8.0 Fulfillment

8.1Print

8.2E-mail

8.3Telephone

8.4Other Dist. Channels

8.0 Fulfillment Process

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8.0 Fulfillment Process

8.0 Job Created

8.0.5 Go to 8.4 Other Channels

8.01 Distribution Channel?

8.0.4 Go to 8.3 Telephone

Print

8.02 Go to 8.1 Print

8.0.3 Go to 8.2 Email

Email

Telephone Other

8.06 Client Datastore

Externalto System

Track distribution count/Client,

save to Client Record for Billing

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8.0 Fulfillment Process

This process acts as a ‘traffic cop’ to determine and trigger appropriate work flows and rules for the selected Distribution Channel. The process includes a tracking function for Customer Count/Client for Billing.

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8.1 Fulfillment Process Print Process

8.1 Mailer printJobs required

8.1.2

In House size or

below?

No

8.1.3

Ops able to

schedule?

Yes

No

8.1.4 Company XYZ Opsaccesses system;prepares printer

8.1.8 System sends data and template to RIP, prints job

Financialdatastore

Save

fulfillment

records

Yes

8.1.5 Templatedatastore

System selects

required Template

8.1.9 Company XYZ Signoff

Vendor prints,Mails, providesFulfillment data

Client/Financialdatastore

Save

fulfillment

records

8.1.8 Sendinformationto Vendor

Vendor process

Clientdatastore

8.1.6 Customerdatastore

Generate mailing

list per 8.1.1

8.1.1 DetermineJob Size

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This process selects the print mode, Customer records, populates the template fields/coupons/graphics/text, prints the job and creates fulfillment validation for the Client.

This process determines if the print job will be performed in-house or by a third party vendor based on:

— Number of pieces to be printed— In-House technical capabilities— In-House Operations schedule— Vendor price, availability and expertise

If a third party vendor prints the job, this process manages that sub-process.

8.1 Fulfillment ProcessPrinting Process

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8.1 Printing Process Context Diagram

OutputsProcessInputs

PrintingFulfillment

Process

• Determine In-house orVendor

•Provide data•Provide template

•Apply rules•Run print job

•Mail items•Validate mailing &

print job•Provide appropriate

Report(s)

Client/Financials

Datastore

Print job

Reports/Billing

Provide & save information for and about print job

Print Job Trigger

Mail Job

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8.2 Fulfillment Process E-mail Process

8.2 E-MailJob trigger

8.2.2

In House size or

below?

No

Yes8.2.3 System aaccesses E-mailer Module

8.2.8 Populate template & use Client e-mail list

Save

fulfillment

records

8.2.4 Templatedatastore

System selects

required Template

8.2.7 Company XYZ Signoff

Vendor populatesand e-mails, sendsFulfillment data

Client/Financialdatastore

Save

fulfillment

records

8.2.6 Senddata, requirements

Vendor process

8.2.5 Customerdatastore

Generate mailing

list per 8.2.1

Financialdatastore

Clientdatastore

8.2.1 DetermineJob Size

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This process selects e-mail mode, Customer records, populates the template fields/coupons/graphics/text, sends the e-mail and creates fulfillment validation for the Client.

This process determines if the job will be performed in-house or by a third party vendor based on:

— Number of pieces — In-House technical capabilities— In-House Operations schedule— Vendor price, availability and expertise

If a third party vendor e-mails the job, this process manages that sub-process.

8.2 Fulfillment ProcessE-Mail Process

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8.2 E-Mail Process Context Diagram

OutputsProcessInputs

E-mailFulfillment

Process• Determine In-house or

Vendor•Provide data

•Provide template•Apply rules

•Run email job•E-mail items

•Validate mailing •Provide appropriate

Report(s)

Client/Financials

Datastore

Email job

Reports/Billing

Provide & save information for and about print job

Job Trigger

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8.3 Fulfillment Process Telephone Process

8.3 TelemarketingJobs required

8.3.2

In House size or

below?

No

8.3.3

Able to

schedule?

Yes

No

8.3.5 Run job to callcenter, enableresponseweb pages

Customer/Clientdatastore

Yes

System selects

required scripts & response pages

8.3.7 Company XYZ Signoff

Vendor prints,Mails, providesFulfillment data

Client/Financialdatastore

Save

fulfillment

records

8.4.6 Company XYZ sendsData, requirements, Template to Vendor

Vendor process

Save

fulfillment

records

8.3.4 Template/Product

datastore

8.3.5 Customerdatastore

Generate call

list per 8.3.1

Financialdatastore

Clientdatastore

Save

Response

8.2.1 DetermineJob Size

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This process selects the telephone Campaign mode, Customer records, populates response web pages and creates fulfillment validation for the Client.

This process determines if the print job will be performed in-house or by a third party vendor based on:

— Number of pieces to be printed— In-House technical capabilities— In-House Operations schedule— Vendor price, availability and expertise

If a third party vendor prints the job, this process manages that sub-process.

The System will populate and enable response web pages (for Call Center agents) with coupons and fields defined by Rules and Client’s selections at Campaign time, monitor and record Customer responses and save validation records in Client & Financials datastore.

8.3 Fulfillment ProcessTelephone Process

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8.3 Telephone Process Context Diagram

OutputsProcessInputs

TelephoneFulfillment

Process• Determine In-house or

Vendor•Select/provide data

•Provide script & response pages•Apply all rules•Validate job

•Provide appropriateReport(s) and save

count/Clientinformation for billing

Perform job

Reports/Billing

Response Web pages

Job Trigger

Save responses

Client//Customer

Datastore

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8.4 Fulfillment Process Other Distribution Channels Process

8.4 Non Print, E-mail,Telephone channelidentified

8.4.1 To be Determined

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To be determined when identified.

8.4 Fulfillment ProcessOther Distribution Channels Process

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8.4 Other Distribution Channel Process Context Diagram

OutputsProcessInputs

FulfillmentProcess

Job Trigger