"One Platform, Print or Electronic, Billing or Marketing"®

Can companies actually reduce reduce their administrative costs yet have their customers perceive these changes are service enhancements?

Document Beautification and Redesign - An innovative offering that allows companies to redesign, cleanse, reformat and/or beautify the look and feel of their statements without requiring expensive and time consuming changes to sensitive production print jobs. VisualPDF features include:

• Minor changes or complete redesign of legacy system print output in a fraction of the time required using conventional methods
• Requires no changes to existing print-output generation jobs and processes
• Provides an intuitive graphical WYSIWYG layout editor for document redesign and enhancement
• Requires only business analyst or marketing analyst skill level, programming or technical skills are not required
• Provides standard, customized, and custom built templates and design stencils
• Enables document merging, consolidation, and book marking of multiple documents to the same recipient in the same delivery
• Enables analysts to dynamically select different layout templates for different customer demographics, e.g. :
  • Larger fonts for seniors
  • Create Spanish language template for Hispanic customers
  • Cool graphics and colors for GenX
  • Spanish Language version for Hispanics
  • Rich look and feel for Platinum accounts
  • Seasonal themes
• Built-in Stencils for automated positioning of Targeted Cross-Marketing Offers
• Built-in support for Affiliate Marketing/Partner Advertising
• VisualPDF automatically generates source code for High-Volume, horizontally scalable rendering of Interactive PDF's

Push EBPP & Self Service - Push EBPP leverages the power of the DataOceans Transform engine to electronically deliver customer-facing documents in the form of "Interactive" Adobe PDF's to the recipient's eMail Inbox to:

• Reduce inbound calls to Customer Service call centers
• Eliminate print and mail costs
• Enable recipient interaction via built-in Response Buttons for:
  • Payment, Payment History, Change of Address
  • Request Past Statements, Dispute, Request RMA
  • Re-Order, Contact Customer Service, others
• Eliminate paper payments and improving DSO
• Improve overall customer satisfaction while improving internal workflows
• Increase customer self-service
• Enable managed delivery, response tracking, payment forecasting, and usage reporting
• Enable the capabilities listed in Document Beautification and Redesign
• Enable the capabilities listed in Electronic Payment Processing
• Enable the capabilities listed in Customer Service Portal
• Enable the capabilities listed in Targeted Cross Marketing
• Enable the capabilities listed in Affiliate/Partner Advertising
• Extend the functionality of Call Center IVRU to Interactive PDFs, e.g. Request Payment Extension via PDF

Affinity Marketing and Partner Advertising - Affinity Marketing and Partner Advertising is a bi-product of our TCMP platform offering our customers:

• The ability to generate revenue by selling "white-space" to advertisers, affiliates, and partners leveraging three primary areas for advertising:
  • White-Space in a DataOceans Push eMail PDF statement or invoice
  • White-Space on Response Button confirmation pages
  • White-Space on Electronic Payment confirmation pages
• Enables up to 12 new marketing impressions on Response Button pages and Confirmation pages that previously didn't exist.
• Provides virtually unlimited number of unique marketing offers per page
• Granular tracking of click-throughs on Affinity Marketing Inserts and Partner Advertising
• Auto-fills purchase and payment fields reducing abandonment rate for on-line purchases

Mass Customization/Individual Personalization - One challenge facing operational business executives today is mass customizing and personalizing their high-volume outbound documents and their web-portals in a cost effective manner. DataOceans has developed a solution that enables our clients to personalize their customers' experiences via customer facing electronic documents and web-portals through a unique and innovative set of tools and technologies.  Using these tools, mass customization and individual personalization capabilities can be created and implemented in a fraction of the time and expense required by conventional methods.

This solution provides the following capabilities:

• Individual Personalization - the DataOceans rules-based engine provides a flexible framework for hyper-segmenting the customer base and selecting templates based on a simple or complex set of business rules
• Provides ability to create a virtually unlimited number of different Style Sheets or Templates per Business document, (e.g. Invoice, Statement, Customer Account Notification)
• Enables business analysts not programmers to edit business rules using an intuitive Graphical User Interface
• Enables marketing analysts not programmers to modify document formats using an intuitive WYSIWYG editor
• Provides ability to custom-generate different packaging definitions for different customers or recipients based on user-definable business rules
• Ability to dynamically add table of contents and bookmarks when combining a group of individual source documents
• Provides ability to quickly enhance existing PDFs by dynamically adding additional formatting layers on top of original base documents

Dynamic Reporting - The Dynamic Reporting engine is one of the most compelling DataOceans solutions.  All reporting solutions include intuitive high-level summary reports with SVG graphics along with the ability to drill down to the individual transaction level from summary reports or directly from a section of graph on a summary report.  All reports are designed to provide extremely scalable performance by distributing much of the work from a central database server to web-servers which can scale horizontally.

Other unique reporting capabilities include:

• Ability to drill down on Customer detail records
• Integrated for real-time customer information via Acxiom, ChoicePoint (or other demographic data providers)
• Dynamically transform report data into any client requested format (virtually no limit to the number of different formats)
• Payment reports contain 360 degree view of payment processes:
  • Debit, Credit, Reconciliation reports
  • Invoice generation to Payment Submission
  • Transaction Authorization and Settlement
  • History by Customer, Account, Product Types, other
• Up-to-the-minute reporting on Sales, Refunds, and Charge-Backs, product detail
• Group and sort transactions on built-in fields or on unlimited custom fields
• Comprehensive Detailed and Summary Transaction Reports
• Reports on Offer Presentation Declines vs. Acceptance Rates by unbounded number of customer demographic
• Up-to-the-minute summary statistics by date-range
• Ability to drill down from Summary Reports to:
  • The individual transactions
  • To specific Card-holder information
  • Specific 3rd party demographic information on customer
• Alternative real-time Web Services Report gateway via HTTPS to external 3rd party services for all transaction reports.

Additionally, the reporting engine allows users to choose which columns of data they want to include to create their custom grouping and sorting.  This includes the ability for users to upload and append their own hierarchical data to transactional data using an innovation unique to DataOceans.  This is particularly useful in B to B scenarios where a large corporate customer has complex needs for granular charge back or cost allocation accounting.  This enhancement to the reporting engine is the MyCompany or MyInvoice View.