Totus Communications is a powerful Sales Force Automation tool that allows your sales force and marketing department to quickly and effectively communicate with your prospects and customers. Totus combines multiple communication mediums like E-mail, Print-on-Demand, Electronic Greeting Cards, Premium Fulfillment, and Direct Mail Campaigns through one, easy-touse user interface. Mark Daniel Vanick Group

1. Technical White Paper
White Paper November 2005 v 1.10

2. Copyright 2005 Vanick Group LLC. All rights reserved. U.S. Patent Pending. This document is
confidential, and is an unpublished work and trade secret of Vanick Group, LLC. This document is
for internal use only and may not be distributed to third parties. Vanick Group, the Totus Logo,
and the Totus name are trademarks or registered trademarks of Vanick Group LLC in the United
States and other countries. All other company, product, and service names and brands are the
trademark or registered trademarks of their respective owners.
Table of Contents
Table of Contents................................................................................................................ 2
Introduction......................................................................................................................... 3
Architecture......................................................................................................................... 4
Modular Design .......................................................................................................... 4
Powerful Document Processing.................................................................................. 5
Flexible Data Structure ............................................................................................... 6
Security and Authentication........................................................................................ 7
Reliable Communications........................................................................................... 8
Comprehensive Administrative Tools ........................................................................ 9
Integration ........................................................................................................................... 9
System Requirements................................................................................................ 10
Scalability and Performance ..................................................................................... 10
Conclusion ........................................................................................................................ 10

3. Totus Communications: Technical White paper
Introduction
Totus Communications is a powerful Sales Force Automation tool that allows your sales force
and marketing department to quickly and effectively communicate with your prospects and
customers. Totus combines multiple communication mediums like E-mail, Print-on-Demand,
Electronic Greeting Cards, Premium Fulfillment, and Direct Mail Campaigns through one, easy-to-
use user interface. At the core is the Totus Application Engine, an engine that enables the
definition, creation, and sending of all communications - independent of communication channels.
Totus is designed from the ground up to easily integrate with existing systems and customer
relationship management (CRM) investments, including data warehouses, SFA systems, call
centers and Web sites. This technical white paper provides a condensed guide to the technology
behind Totus Communications, including a discussion around the following key topics:
I. Architecture
II. Integration Issues
III. Technical Specifications

4. Architecture
Modular Design
Totus Communications modular design includes “plug and play” processors that provide
the functionality for defining, creating, and sending communications via specific
channels. For instance, the Print On Demand processor is tightly integrated with the
Document Library and Customer Data management applications which allows the user to
choose communications from the library, then select their customer/prospect from the
Customer Data Management application, and finally send the communication through the
Print on Demand processor. Figure 1 shows that regardless of this tight integration, the
Processors are truly modular. This modular design allows for upgrading or adding new
processors to the core applications without having to upgrade the entire product.
Customers can take advantage of new functionality in the processors with little or no
interruption to the availability of the application.
Define Create Send
Document Print On Demand
Customer
Library
Premium Fulfillment
Application Engine
Customer Data
HTML E-Mail
Management
Electronic Greeting Cards
Marketing
Campaign
Prospect
Attach to E-Mail
Management
Download
Management
Reporting Fax
Data Directory Campaign Enterprise Data
CRM CMS
Warehouse Systems Management Interfaces
Figure 1 – Modular Processors

5. Powerful Document Processing
The Totus Communication Document Library is a repository of all communications that
will eventually be sent to customers or prospects. These documents can consist of
different file types including HTML e-mails, PDFs, Presentations, Premium items, etc.
Any MIME file type is supported by the Document Library.
A comprehensive Version Management tool is included in the Document Library to
safely retain versions of documents as they are loaded and/or revised in the system.
Figure 2 shows how multiple versions of documents are stored with modification
tracking. Previous versions of documents can be retrieved directly from this screen.
Figure 2 – Document Properties including Version Management

6. The Document Library application also includes an optimized document “Index and
Search” tool that allows users to quickly find the appropriate communication. Search
metrics, provided to the user, actually search the entire content, description, and titles of
indexed documents. Figure 3 shows the advanced document search tool in Totus.
Documents can be searched by keyword or categories assigned during document creation.
Figure 3 – Advanced Indexing and Search
Flexible Data Structure
Totus provides the system administrator an easy-to-use tool to extend any data structure
on the fly. The administrator can extend any data object in the system, including
customers, prospects, documents, users, etc. These custom properties can then be used
within the processors and applications. A common scenario:
The application is being utilized by a large organization with multiple locations. The
standard “User” object delivered with Totus does NOT contain a field that will segment
Users by location. Within minutes, the administrator can add a custom property to the
“User” object that designates the user's location. That location data on the “user” object
can then be consumed by Print on Demand documents to populate variable data fields to

7. include the sender’s location. Figure 4 shows how the custom field can be added to
support the previously described scenario. Additionally, the administrator can determine
whether this is a global or local field, and to which objects to associate the new
field.
Figure 4 – Adding custom fields
Security and Authentication
Totus allows for extremely flexible user security management based on Role definitions.
Predefined permissions are authenticated throughout the application to allow or disallow
users the ability to perform particular functions within the application. These
permissions are then associated into user-defined groups. Individual users in the system
are ultimately assigned to these groups, which determines their access levels in the
application. This hierarchical security structure allows for flexible definition of security
schemes with minimal administrative effort.

8. Totus can be configured to utilize multiple authentication schemes including simple local
authentication (with local userids), or using LDAP authentication such as Microsoft
Active Directory Services.
Totus also supports HTTPS/SSL for secure transactions.
Reliable Communications
The sales force and customer service personnel will use Totus as their single application
for communicating with customers and prospects. Therefore, these salespeople must
have confidence that their communications are reaching their target – every time. Each
of the Totus processors utilizes a robust Store-and-Forward mechanism which ensures that
communications are actually sent to their recipient. In the event that an external
receiving system is unavailable, Totus will continue trying to send that communication
until it is successfully received. Figure 5 shows a typical queue for managing
communications. This queue is visible to the end user and can be monitored globally by
an administrator.
Figure 5 – Store and Forward queue

9. Comprehensive Administrative Tools
Enterprise software solutions require functional administrative tools to maintain reliable
applications. Totus provides the administrator tools to manage the application:
Error handling: Operational Errors are trapped in the system with e-mail notification.
Application Settings: Configurable application settings allow the administrator to
quickly and easily change the behavior of the system.
Comprehensive Error Logging: These application logs provide the Administrator the
information required to maintain the health of the system and to troubleshoot problems.
Administrator Communication: This feature allows the administrator to quickly
communicate changes, outages, announcements to a selected group of users in the system
Authentication Options.
Integration
Totus needs access to information about customers/prospects and sales rep data to enable
personalized, on-demand communications. In many cases, this information exists in a
variety of data sources within the enterprise. Totus provides the ability to easily extend
and modify the delivered data structure, enabling quick integration with a variety of data
sources.

10. Technical Specifications
System Requirements
Totus Communications is written in ASP/VB.NET and utilizes the latest advances in the Microsoft
.NET Framework. It uses the .NET Framework 1.1, used for building and running all kinds of
software, including Web-based applications, smart client applications, and XML Web services -
components that facilitate integration by sharing data and functionality over a network through
standard, platform-independent protocols such as XML (Extensible Markup Language), SOAP,
and HTTP. The Totus Communications software runs on Windows 2000 or 2003 Server.
The User Interface is a completely Web-based client, with business users only requiring Internet
Explorer 4.0 or higher to access the application. Totus Communications requires a database,
which can be either Oracle 9i,10g or Microsoft SQL Server 2000.
Scalability and Performance
Totus Communication’s advanced architecture was designed and developed with scalability in
mind. It can also take advantage of the unique clustering functions of either Oracle or SQL
Server, which provide increased database performance and capacity without introducing complex
data synchronization issues.
Conclusion
Totus Communications is uniquely designed, engineered and optimized to automate sales and
marketing communication processes. These processes manage the customer or prospect
experience and communicate over multiple channels. Totus can leverage existing customer
relationship management (CRM) investments including data warehouses, SFA systems, call
centers and Web sites. It is designed from the ground up to integrate with existing systems
through open APIs for extensibility and the use of Web-centric, open standards such as SOAP,
XML, HTTP, and JDBC.