Webinfinity Engagement Automation Engine

Component	Overview	Features
Content Experience	Advanced functionality to target content by user profile and to enable users to more easily find what they need	Manage multiple content types Deliver profile-driven assets by groups or individual users Preview documents Subscribe to content feeds with auto-notification Seamless delivery of content integrated from external systems Manage/display content owners and editors Manage/display content versions
Curated assets (web pages, collections, interests)	Group assets in an infinite number of ways to drive engagement	Manually curate collections of assets Automate curation through tag selection Curate within the portal or between the portal and external applications Create guided experiences with web pages
Transactional Experience	Manage transactional objects from any source through the portal. Workflow to support any business process; content automatically recommended to support any transactional flow.	Deliver any transactional object from any source system into portal Bi-directionally add/edit data records between portal and source system Support any transactional business process with workflow configuration Automate suggested content based on transactional attributes
Third-Party UX	Seamless authentication and embed of any third party application within the portal	Seamlessly authenticate from portal to third-party application Seamlessly embed third party UX/content source Provision user intelligence real-time to third-party applications
Collaboration	Collaboration efficiencies are enabled without leaving the application - subscriptions/notifications, content sharing and commentary, recommendations within and between the portal and external applications.	Receive in-app and email notifications Enable public and private user comments on content Add/remove collaborators to any asset Enable user to "like" content Share content with other portal users
Search	Save and share multi-asset searches. Automatic suggested search based on keyword input	Search/filter across any asset types Display relevant filter options based on search results See search suggestions Create and share saved searches based on meta-data
Performance	Performance optimized around user experience expectation	Page loads UX loads Search performance
Mobility	Responsive design for mobile devices; mobile application integration via API.	View UI from any device Enjoy mobile performance equivalent to desktop

Component	Overview	Features
Portal Experience	Easily make users' portal experience relevant to who they are, how they wish to navigate, their company affiliations, and the content and applications they have permission to see	User self-generates personalized experience Profile-driven unique portal experience for different types of users Differentiated visual branding to user based on profile data Configurable navigation options based on user profile Secure delivery of personalized access to third-party apps based on user profile
Content Targeting & Promotion	Automated display of the right assets, portal and pages to the right users, targeted by task, geography, user type and more.	Profile and rule-driven content display including - Restriction of content display Alternative page versions Page components Entire portal localization
Targeted Transactional Experiences	Give users the transactional experience they require based on their user type, profile and workflow preferences.	Personalized based on user profile and role including - Delivery of template alternatives Configuration of automated content delivery Delivery of different workflow processes Delivery of different transactional forms

Component	Overview	Features
SSO/User/Profile Management	Menu-driven approach to user profile management within the application. SSO and external system profile connections for account status and permissions authentication.	Single log-in/user identity Administrator-managed user activation/de-activation User-managed profile and password maintenance Email and notifications preferences User terms and conditions (including GDPR)
Publishing/Governance	Easy content publishing including classification, search terms, audience controls. Pubishing governance for different types of publishers with different roles.	Experience creation/delivery managed through application Easy content publishing Easy targeting of specific audiences Quick addition of search terms for optimization All without technical support required
Web Pages	Quickly curate guiding web pages with dynamic and role-based sections and content	WSIWYG HTML editor for content creation within web pages Create pages with associated metadata Create sections with widgets that can be restricted by role Create dynamic content feeds Embed content from any source s
Transactional Objects	Easy configuration of transactional objects such as deals, relationships, partners, customers, roles	Templated designs for admin; completely admin-configurable Rules for suggested content automation Workflow steps and stages Form creation with conditional logic
Localization	Individual assets and applications/page labels delivered in all global languages including non-standard character support.	Label translation management Content in any language Grouped translations - parent-child association Support of non-standard international character sets
Asset Publishing	Cross-media and cross-appication asset publishing	Upload documents from any source Upload/embed video or audio files from any source Upload/classify and add user intelligence to content from external systems

Component	Overview	Features
Branding	Create and manage unique branding themes for specific users, organizations and/or content types	User/organization branding Default images for specific content types, system areas based on user theme
Navigation	Create and manage navigation for different groups of users, accounts, or departments	In-app configuration of navigation structure On-the-fly navigation management - ordering, activation status and removal
User Administration	Increase engagement with relevancy by user role and even task	Specify and utilize user roles by user types, role, geography and organizaton
Transactional Objects / Workflow	Easily configure transactional objects within the application using templates, forms and workflow	Configure specific workflows against any transactional object Configure forms for the creation and management of transactional information Apply conditional logic to form fields Create/manage multi-component display templates Specify and deliver different templates by user role
System Essentials	Easily configure key elements of the system within the application	Customizable login page Terms & conditions (including GDPR)

Component	Overview	Features
Onboarding	Manage all aspects on onboarding new relationships - employee, customers, reseller partners, suppliers.	Customer, supplier, reseller relationship activation workflow Customer, supplier, reseller, relationship nurturing workflow Contact onboarding management Contact nurturing workflow
Self-Service	Enable resellers, suppliers or customers to manage the relationship	Relationship management User management New user invitation User de-activation
Relationship Manager Self-Service	Enable relationship managers to proactively manage their relationships	Status tracking - program status, pipeline, engagement activity, enablement, individual performance, other metrics Relationship activation management Relationship contact management Relationship nurturing Relationship activity management User impersonation
Content & Collaboration	Easily target relevant content and communications to partners, suppliers, employee groups and customer departments	Publish specific content, communications, linka and alerts to specific contacts and/or relationships Post multi-threaded messages back and forth, triggering automated email notifications Collaborate at activity level Share content with any user associated in the relationship - employee, reseller partner, customer, supplier

Component	Overview	Features
Graphical Analytics	All data displayed graphically through real-time, in-app reports	User activity reporting Workflow reporting Content engagement reporting
Graphical Formats	See the data in a variety of graphical formats	Bar graph Pie chart Line graph Area chart List (tabular) view
Dashboard Creation	Multi-report dashboard layout and navigation created with no code requirements	In-app data Embeddable external system data
Source Data Specification	Data selection for reports specified at the template level	Specific geography Specific relationship type Specific user role Other filters derived from available source data options
Filtering	Required filters can be applied to any activity, workflow or content engagement	Data ranges User type Relationship type User role Geography Content type Workflow stage Data stage
Third Party Analytics / BI	Leverage third-party embeddable BI for analytics experience	Dynamically pass any data parameter
Data Export	Easily export report data into common offline formats	Excel Comma Separated Values Presentation formats
Data Availability	Easy access to underlying data for client analysis and integration with business performance data	Available in report extracts Streaming direct into client data warehouse

Component	Overview	Features
User Sessions	See in-app visualization of key user engagement (partner, employee, supplier, customer (future))	Trends over specified date range including - Unique users Unique daily users Total user sessions Most active users Average sessions per user (based on unique daily access)

Component	Overview	Features
Search Terms	In-app visualization of search utilization and effectiveness	Ranked search terms across any required date range Ranked guided search terms and volume of usage Search terms with nothing returned - a built-in guide to asset search optimization Use of search filters Trending search topics, content and resource types

Component	Overview	Features
Relationship Contact Management	See the growth/decline in users with any relationship authorized to utilize the portal	User activations and de-activations
Relationship Performance Management	See how different relationship types are performing in revenue generation efforts	Partner lead management, deal registration, opportunity management, learning management Customer: learning management, support efficiency, vendor footprint expansion, etc. Supplier: order/shipments management, price management, etc. Employee: learning management, onboarding effectiveness, etc.
Custom Objects/Workflow	Configure any additional transactional report as needed with no coding requirements	Potential addiitonal transactional reports - MDF requests/approvals Renewal status tracking Incentive volumes Certifications achieved Program level achievements More

Component	Overview	Features
Curated Content Views	See how to optimize your curated content - where users are engaging	Curated content including - Portal page views Collection views and subscriptions Interest views and subscriptions
Content Interactions	Track how users are interacting with content by user type, by role, by geography	In-app visualization of - Downloads Previews Video plays Links clicked
Content / Resource Type Engagement	Track which types of content and individual resources are the most popular by user type, by role, by geography	In-app visualization of - Total page views of documents, videos, links, web pages Total page views of individual resources (brochures, case studies, white papers, etc.)
Content Engagement Sources	See where users are intercepting portal assets	In-app visualization of sources of content access including - Email notifications In-app notifications Search Navigation Related content link Collection

Component	Overview	Features
Recommendations and Ratings	See which content is rated the highest by different types of users, roles, geographies over a specified date range	In-app visualization of assets with user ratings and recommendations Breakdown of ratings and recommendations by user type, role, geography
Content Sharing, Messaging and Comments	See which content is being shared with or without messaging to the owner or commentary to the collaborators	In-app visualization of content message and comments within the portal by user type and specific users

Component	Overview	Features
Content Published by Owner	See content items segmented by content owner	In-app visualization of content added to the portal by owner In-app visualization of related content owners and volumes of content published
Content Usage by Owner	See the value of the content items published by content owner and as judged by user views	In-app visualization of content hits, downloads, video plays, clicked links by owner and related content owners
Average Content Usage by Owner	See a normalized view of content usage by content owner	In-app visualization of average number of hits against total volume of content published by content owner

Component	Overview	Features
In-App Configuration	System integrations configured without coding through the application UX	Object, field and metadata mapping for each connector type
Taxonomy (Tag) Mapping	Easily map data structures between any system and the application's core taxonomy	Any value from a source system associated with any core system tag

Component	Overview	Features
CRM Connectivity	2-way integration with any required core or custom object/field in CRM	Salesforce Microsoft Dynamics
Content Storage Connectors	Connect and consume content from popular cloud content storage services	Salesforce content SharePoint Adobe Experience Manager Box OneDrive for Business Google Drive
Third Party (Best-of-Breed) Applications	Connect with any third party SaaS application with a standard configurable framework including object, field and meta-data mapping relevant to each connector type	Learning Management Systems Through Partner Marketing Automation MDF Management Incentives Business Planning Account Planning More
Custom Connectors	Scalable methodology to create and configure custom connectors	Any required source system or content source Legacy systems with no existing API or web service

Component	Overview	Features
Failure Management	Monitoring and automated management of any integration issues relating to lack of service availability to system including clean up of any issues experienced once services are restored
Load Management	Appropriate monitoring and management of integration load ensuring no system performance issues or unexpected delays are experienced as a result of high load or unexpected service request volumes
Messaging	Automation of any appropriate alerts to system administrators / owners in relation to integration or load issues under management
Status Reporting	Console displaying status of integrations, current status, load and any reported issues enabling system administrators to track in real time