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How it works
Today’s Agent Desktop


1
How OpenSpan Desktop works
                     OpenSpan creates a plug-in like architecture for each
                     application

                     So each object can be monitored, acted upon or automated


                     Monitors user, application & desktop activity for refining
                     areas for user process Improvement

                     Quickly create automations using
                     easy to use design tool




                     Automate and Improve manual steps

                     Rapidly automate cloud (API) with legacy apps

                     Reap quick ROI
Agile Agent Desktop

   360 View of Customer
 Account Basics                                                                  Wireline                 Broadband                                                   Wireless               Notes                         Customer
                                                                                                                                                                                                                            Mood
Name:                                        CPNI:                             # POTS Lines:            DSL (Y/N):           Speed:          Qual (Y/N):         # Lines:
           Billing                            Service
                                                                               LD Carrier:              BVoIP Eligibility:               Tech360: (Y/N):         Voice Plan:
Address:
                                                                               800 Service (Y/N):                                                                Data Plan:
                                                                                                                                 Uverse
BTN:                      Acct Code:                      Offer All-for-Less   # Lines:                 Internet:               Voice:                TV:        Mobile Hotspot (Y/N):

 Launch Pad
                                                                                                                                                            CRM-                         IEX Total
 ExpressPay          BOCRIS            ROS              iSTORE        CasWeb              BVA       CCTOOL             CRM                Telegence                              BOOST               Direct TV   Phoenix   BLOOPY
                                                                                                                                                            Clarify                        View




   Admin Tool Bar




   Quick Search Bar




 Contextual Guidance
Agile Agent Desktop                        Real-Time Agent
                                             Performance
                                            (Gamification )
                       Customer 360 View
    Shortcuts & Task
      Optimization
There is a
BETTER WAY TO MANAGE
Opportunity!


Based upon engineered standards
• Call wrap should take 3 minutes
• There is a large amount of
  non-productive time

Resulting in
• 24 hours of non-productive work
  for the team total
OpenSpan Desktop Analytics
             OpenSpan captures all relevant user desktop activity.
 Identifies opportunities for Business Process Improvement as well as an
 audit trail for performance monitoring, risk, fraud & compliance purposes.




                                                                               OpenSpan
                                               OpenSpan      MS SQL
                                                                               Analytics or
                                                Server
                                                                               Any BI Tool


                                                            Other Use Cases for Events

                                                            • Drive Process Guidance
                                                            • Knowledge Management
                                                            • Compliments Enterprise Reports
                                                Custom      • IT / Operational Desktop Statistics
                                               Connectors   • Workforce Management
                                                            • Combine with Call recordings
                                                            • Real Time Dashboards


                        8
Delivering Visibility
    High Level Events (App Usage)                       Custom Events (User Defined)
    • Application Usage / Switching                     • Track User Workflows / Tasks
    • Web Sites Visited                                 • Nested Task Correlation
    • Keystroke Activity Counts                         • Detect Task Variances
    • Mouse Clicks, Tabbing                             • Define Custom Event Markers
    • Copy and Paste Occurrences                        • Insert Compliance Tracking
    • Scrolling, Resizing Screens                       • Log Variable Contexts Per Task
    • All apps, no configuration required               • Completely User Defined

  Time Stamp + Duration + Idle Time + User Details + Workgroups + Sequencing + Frequency




             Events sent to SQL Database, 3rd party Technologies, real-time alerts
Why OpenSpan?

• OpenSpan determines, measures and enforces
  gold standard behavior for every activity
• OpenSpan monitors activities in every application
  and across applications
• OpenSpan analyzes data from every application
  to offer the right advice in real-time
• OpenSpan automates tasks and influences agent
  behavior on every call
OpenSpan in Summary

We are focused solely on technology and solutions to meet
  the needs of where People & Technology meet

   –   Flexible, cross enterprise applicability
   –   Agile – we change as you change
   –   We provide start to provide benefits in weeks not years.
   –   We provide in year ROI
   –   We do not change any of your underlying technologies
   –   We do not change any of your current company procedures


We have done the same thing for hundreds of companies and
   hundreds of thousands of users
OpenSpan - A Better Way to Work, A Better Way to Manage
OpenSpan - A Better Way to Work, A Better Way to Manage

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OpenSpan - A Better Way to Work, A Better Way to Manage

  • 3. How OpenSpan Desktop works OpenSpan creates a plug-in like architecture for each application So each object can be monitored, acted upon or automated Monitors user, application & desktop activity for refining areas for user process Improvement Quickly create automations using easy to use design tool Automate and Improve manual steps Rapidly automate cloud (API) with legacy apps Reap quick ROI
  • 4. Agile Agent Desktop 360 View of Customer Account Basics Wireline Broadband Wireless Notes Customer Mood Name: CPNI: # POTS Lines: DSL (Y/N): Speed: Qual (Y/N): # Lines: Billing Service LD Carrier: BVoIP Eligibility: Tech360: (Y/N): Voice Plan: Address: 800 Service (Y/N): Data Plan: Uverse BTN: Acct Code: Offer All-for-Less # Lines: Internet: Voice: TV: Mobile Hotspot (Y/N): Launch Pad CRM- IEX Total ExpressPay BOCRIS ROS iSTORE CasWeb BVA CCTOOL CRM Telegence BOOST Direct TV Phoenix BLOOPY Clarify View Admin Tool Bar Quick Search Bar Contextual Guidance
  • 5. Agile Agent Desktop Real-Time Agent Performance (Gamification ) Customer 360 View Shortcuts & Task Optimization
  • 6. There is a BETTER WAY TO MANAGE
  • 7. Opportunity! Based upon engineered standards • Call wrap should take 3 minutes • There is a large amount of non-productive time Resulting in • 24 hours of non-productive work for the team total
  • 8. OpenSpan Desktop Analytics OpenSpan captures all relevant user desktop activity. Identifies opportunities for Business Process Improvement as well as an audit trail for performance monitoring, risk, fraud & compliance purposes. OpenSpan OpenSpan MS SQL Analytics or Server Any BI Tool Other Use Cases for Events • Drive Process Guidance • Knowledge Management • Compliments Enterprise Reports Custom • IT / Operational Desktop Statistics Connectors • Workforce Management • Combine with Call recordings • Real Time Dashboards 8
  • 9. Delivering Visibility High Level Events (App Usage) Custom Events (User Defined) • Application Usage / Switching • Track User Workflows / Tasks • Web Sites Visited • Nested Task Correlation • Keystroke Activity Counts • Detect Task Variances • Mouse Clicks, Tabbing • Define Custom Event Markers • Copy and Paste Occurrences • Insert Compliance Tracking • Scrolling, Resizing Screens • Log Variable Contexts Per Task • All apps, no configuration required • Completely User Defined Time Stamp + Duration + Idle Time + User Details + Workgroups + Sequencing + Frequency Events sent to SQL Database, 3rd party Technologies, real-time alerts
  • 10. Why OpenSpan? • OpenSpan determines, measures and enforces gold standard behavior for every activity • OpenSpan monitors activities in every application and across applications • OpenSpan analyzes data from every application to offer the right advice in real-time • OpenSpan automates tasks and influences agent behavior on every call
  • 11. OpenSpan in Summary We are focused solely on technology and solutions to meet the needs of where People & Technology meet – Flexible, cross enterprise applicability – Agile – we change as you change – We provide start to provide benefits in weeks not years. – We provide in year ROI – We do not change any of your underlying technologies – We do not change any of your current company procedures We have done the same thing for hundreds of companies and hundreds of thousands of users