Portrait Foundation. Develop smarter people-facing applications, faster.

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1 Portrait Foundation Develop smarter people-facing applications, faster.

2 The writing is on the wall. Consumers expect excellent service and they don t want to hear about how the system won t allow it. It s time for a new breed of next-generation, people-facing applications that actually support great interactions instead of hindering them. You already know what this new breed of front-end application looks like. It uses processoriented architectures and thin-client deployments to design and provide the processes that drive great human-to-human interactions whether in the branch, contact center, website or partner portal. The only problem is how to get there from here. You can t buy it shrink-wrapped. The big, bloated CRM applications are built around rigid data models. Development is slow, integration arteries are clogged and data headaches multiply. You don t want to start from scratch. As sexy as the major application platform suites sound, they re really just toolboxes with attitude. And you re committing your company to years of highrisk application development to an unproven road map. What you need is the ideal combination of build and buy. A platform with the flexibility of an open toolset but the built-in functionality that comes from a focus on front-end applications. The third way: Portrait Foundation Portrait Foundation is a new kind of specialist application development platform that does one thing exceedingly well: Helps you build smarter people-facing applications incredibly fast. Lifetime customer relationships are built around engagement. Some of these engagements will be initiated by your organization, but a great deal are initiated by the customer. So you need a system that can go beyond making recommendations. You need a system that can manage unsolicited inbound engagements as well as outbound, that offers products and services as well as marketing messages. If you re building a back-end application like general ledger or transaction processing, you ll probably look to one of the generalist platforms. But if you re building the applications that guide human interactions the ones used by contact center agents, branch staff, third-party sales agents and customers themselves Portrait Foundation is the overwhelming favorite. What great looks like Applications built with Portrait Foundation do four things: 1. Deliver a complete, real-time view of the customer to the point of engagement. 2. Facilitate intelligent interactions by guiding the engagement to the best next step. 3. Fulfil the demand created by initiating automated, auditable processes that comply with regulations. 4. Respond to change by evolving applications and processes in hours and days instead of months and years.

3 How it works Portrait Foundation combines a powerful development platform with a runtime environment designed specifically for customer interaction management. The development platform lets users design, test and deploy new business processes using drag and drop logic nodes and reusable process models. The runtime environment drives the sessions through real-time integration with core applications. Intelligent prompting and sophisticated workflow tools automate the steps necessary to complete the interaction and speed through the follow-up processes. By bringing together Business Process Management, Application Integration and Customer Interaction Management expertise, Portrait Foundation gets next-generation front-end applications to market while most development projects are still in the design stage. Leave customer data where it belongs Portrait Foundation generates a comprehensive, real-time view of the customer and delivers it to each interaction point when needed. Its own data-base provides a configurable repository for any information not already held on existing systems. Unlike other applications, Portrait Foundation does not need a massive database that requires feeding and maintenance. The benefit being that data is up-to-date real-time. With Portrait Foundation, customer data is allowed to stay where it resides naturally: in existing applications and databases. So not only is development time dramatically reduced, the resulting applications are exponentially easier to change in response to market demands. All of this is achieved by leveraging but not disrupting core back-end applications. Extend and evolve Portrait Foundation provides a customercentric application to unify and extend product-centric administration systems. Using simple integration, Portrait Foundation extends your administration systems to the point where the business touches the consumer, guiding users through business processes. Business needs change rapidly, and Portrait Foundation allows you to adapt to those changes quickly. Your organization has complete ownership of the solution, so where you decide to take it is up to you! Using your own resources you can develop and grow the application to meet your business requirements, without the need for 3rd party consultancy. Customization without compromise Many platforms that promote customization do so at the cost of upgradability but Portrait Foundation is specifically designed to support customization through overlays. So your project can still take an upgrade without losing your modifications, saving your organization time and money.

4 This offering allows our clients to increase relationship value and drive profitability while creating efficiency through integration and business process management. Vice President, Global Marketing and Product Management, Bank Solutions from Fiserv The compliance imperative As more and more companies come under regulatory pressure, the need to create auditable processes has never been greater. The processes created by Portrait Foundation are always fully auditable to ensure best-practice is applied and to be able to prove it if required. And since each process is deployed consistently across all channels, compliance is ensured across the business even with third-party agents and distributors. What fast looks like With Portrait Foundation, the most difficult parts of front-end application development are already done. So your business can focus on designing better processes combined with workflow and multichannel customer interaction. Your configuration teams can create and modify reusable process models and logic chunks instead of raw code and changes are made without bringing the production environment down for application maintenance. One major software vendor got three application releases to market in eleven months and will complete in eighteen months what would have taken four years with raw development tools. Portrait Foundation has helped create several best-of-breed applications in the Financial Services, Call Center and Emergency Services market places. All to timescales that would have been unheard of before Portrait Foundation.

5 Portrait Foundation is part of the Portrait Suite which helps organizations to deliver optimized customer engagements. The Portrait Suite allows you to create insight led customer journeys for more timely, consistent and connected customer experiences across any channel with each interaction building on the previous in a continuous process. The result Increased level of customer satisfaction. Reduced churn rates. Higher response rates. Lower cost to serve. Increase product held per customer. Increased customer profitability. The bottom line Better, more flexible people-facing applications. Faster timeto-market. Lower development costs. Lower project risk. No disruption to legacy systems. Technology highlights Service-oriented architecture for rapid development and business agility. Web-based, thin client for speed and flexibility. Process-centric for rapid modelling and configuring. Multi-channel deployment for consistency and re-usability. Microsoft.NET environment for proven integration and scalability.

6 For more information call or visit us online at UNITED STATES EUROPE/UNITED KINGDOM INDIA ASIA PACIFIC/AUSTRALIA ; Pitney Bowes Software Inc. is a wholly-owned subsidiary of Pitney Bowes Inc. Pitney Bowes, the Corporate logo, The Portrait Suite and Portrait Foundation are trademarks of Pitney Bowes Inc. or a subsidiary. All other trademarks are the property of their respective owners Pitney Bowes Software Inc. All rights reserved. 14-PBS-03030