Portrait Quadstone

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Portrait Quadstone

• Company Update and
• Product Roadmap

Neil Skilling Product Director
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Agenda

• About Portrait Software
• Portrait Quadstone
• Products
• Product Roadmap
• Feedback

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How to Ask Questions

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• Click on the QA Panel icon at the bottom-right
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• Type in your question

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Portrait Software

• 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.

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Key Portrait Customers(FY04-05 Portrait License
Growth 197)
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Nationwide Building Society

• Business Problem
• 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
• 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
• During 2005
• Portrait handled over 7.5 Million customer
  engagements.
• Peak of 33,000 in one day
• Delivered 1.5 Million Intelligent prompts
• Intelligent Prompt Delivering to bottom line

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 iCRM Director Nationwide Building
Society
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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
timeJohn Macaluso, CTO, Fiserv CBS Worldwide
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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
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Quadstone and Portrait Integration Themes

• Worlds 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 Quadstones unique Uplift Analysis into
  every customer interaction
• 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
• 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

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Market View
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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

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Gartner Magic Quadrant 1Q2006
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(No Transcript)
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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

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Product Roadmap
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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

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Quadstone System v5.2 Release Summary

• Primary theme deployment
• Mixture of new feature/functions and maintenance
• Customer delighters

• 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

• Focus dependency display
• Simplified Profile and Audit Deployment
• Improvements to Significance Aggregation
• Relaxed field naming requirements
• Field Type Simplifications
• Improved Import from Query UI

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Self-Service Analytics

• Self-Service BI Easy, unrestricted and flexible
  access to customer data for users throughout the
  company
• Web-based interface to the Quadstone analytics
  data cache removing the limitations of OLAP
• 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
• Opportunity for a new, powerful and flexible
  solution
• Interface that can grow with the users skill
  level
• Simpler interface for the wider user community
• Power users can deep dive in an unrestricted way

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Self Service Analytics Key Features

• Flexible, role-based ad-hoc query
• Query on any field with any measure and any
  filter
• Granular data available (individual records)
• Generate reports, charts, lists
• One-click open in Excel
• Natural language query
• Simple executive / occasional-user interface
• Scale performance
• Zero-footprint web-based client
• Response times in seconds for hundreds of users,
  millions of records
• Minimize change-management and administration vs.
  cube-based
• Collaboration
• Results sharing across the enterprise
• Tightly integrated with the Collaborative
  Framework

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Self Service Analytics v2.0 Release Summary

• Custom measures (arithmetic calculations, table
  calculations)
• Custom segmentations
• User-defined breakdown (boundaries, merge/split)
• Parameterised (deciles, equal-range, dates)
• Custom label formatting (abbreviations,
  user-defined)
• Timeline queries (automated refresh on data
  update)

• 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)

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Interaction Optimizer
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Interaction Optimizer
Customer Analytics
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Interaction Optimizer
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Interaction Optimizer
Portrait InteractionOptimizer
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Any Questions?
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After the Webinar

• These slides, audio, and video recordings of this
  webinar will be available via www.quadstone.com/tr
  aining/webinars/
• Any problems or questions, please contact
  support_at_quadstone.com

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Proposed Future Webinars and Other Dates

• 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

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www.portraitsoftware.com