Bringing Your Customers Into View

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1 T R I L L I U M S O F T W A R E Bringing Your Customers Into View TRILLIUM SOFTWARE A division of Harte-Hanks

2 Trillium enables us to maintain the single customer view that is the foundation for the excellent service that we provide. N a m e ( 1 ) J o h n N. S t. J a m e s C U S T O M E R A C C O U N T M8V]M<&QE=&4@86YD(')E;&5V86YT+B!/=&AE<G=I<V4@:70@ M=7-E9"!P<F]F:71A8FQY+B!4:&%T)W,@=VAA="!4<FE Karl Clare Senior Project Manager Norwich Union 2

3 Trillium Software Customer Data Quality Management Are your customers the center of your universe? Can you easily identify the ones who are most profitable, most loyal, most promising, most at risk? Or are they obscured behind a barrier of corrupted, fragmented or incomplete data? A name. An invoice. A purchase order. An transaction. A company affiliation. An account number. These are the elements that combine to form a complete, detailed portrait of your customers, suppliers and partners. The Trillium Software System is the most powerful enabling technology for identifying and integrating this data to create and maintain profitable, long lasting personal relationships. 8V%N)W0@8F4@ L;&EU;2!D871A('%U Hundreds of successful implementations worldwide Trillium combines data cleansing and relationship matching functionality with proven business intelligence that transforms disparate data elements into meaningful relationship information. Our customers rely on Trillium to help them cross-sell new products, personalize web transactions and link existing customers across the enterprise. By delivering accurate, consolidated and standardized information for legacy, decision support and real time interactive applications, Trillium enables organizations to know who their customers are and where they have been across multiple touchpoints and a multitude of applications. From separate business units and channels a single customer view Customer information originates in multiple channels, formats and languages. A single transaction may affect many lines of business, today or tomorrow, locally or internationally from order entry in the U.S. to manufacturing in Asia to supply chain management in South America. Trillium s unique technology crosses cultural and language barriers and enables you to identify global customer, supplier and partner data historically and in real-time. As a result, you can create and manage a common customer view and optimize revenue opportunities. 3

4 Our Solution The integration of the Web, CRM and Decision Support Organizations today utilize many channels of business. Whether via a Web portal, ERP application or call center, customer contacts, historic details and other interactions represent a great opportunity to promote commerce and business growth. Trillium s award-winning data cleansing and relationship matching engine is the core technology component that enables you to normalize and consolidate these diverse data points and improve relationship intelligence. Firewall Data Warehouse Customer Relationship Management Legacy Customer Information www Terminal T RI L L I U M S O F T W A RE E-Business Disparate System Data Data Warehousing Ensuring the value of your most important asset: your data The successful deployment of a data warehouse, data mart, or operational data store requires accurate, consistent and consolidated information. To facilitate this, Trillium provides intelligent data discovery functionality to uncover valuable customer, product and business information hidden in legacy and operational environments. Trillium then provides the capability to transform this diverse data into purchase histories, consolidated account balances and product performance reports. As a result, you will always have ready access to the decision support data you need to meet your most pressing objectives, whether identifying new customers, forecasting and planning, or responding to new business opportunities. 4

5 Customer Relationship Management Knowing customers completely to build and enhance loyalty and retention Your customers whether individuals, households or businesses and contacts should always be the center of your universe. Customer Relationship Management (CRM) is about creating an environment that leverages the full range of economic, demographic, and historical customer information to improve the way you communicate, serve, and market to them. By ensuring that fragments of customer data are molded into intelligently linked information grouped by individual, accounts, households or businesses Trillium helps develop the knowledge you need to understand the complete relationship and ensure consistent customer experiences enterprise-wide. C U S T O M E R A C C O U N T A c c o u n t N o e-business Managing real-time relationships The new world of e-commerce offers tremendous opportunities for growth and new challenges. In this new e-world, information is frequently created, controlled, and validated by the creator of the data, often the customer. Although this offers new access to valuable information, companies have much less control over the data s completeness, shape, size, and validity. For example, will International Business Forms place an order next month using its full name, or the acronym IBF? Will the order come from the same purchasing agent listed on last month s order (placed via the call center system) or will a new agent s name be used? Will this order originate from the home office, or a new subsidiary office in another state or country? How can this data be validated in real time when the customer places the order? How will all of these transactions roll up into a unified view of this customer? Fortunately, by offering a Web-enabled suite of distributed objects, Trillium can seamlessly extend our core data cleansing and matching capabilities for the new e-commerce world. As a result, you can now understand, with certainty, past relationships and customer preferences to improve service and optimize business opportunities. 5

6 Our Product The Trillium Software System One great strength is that Trillium can be used in a callable environment using Java and CORBA. * Wes Hillman Project Manager 3M Corporation The Trillium Software System is the world s leading software for customer data quality management. Combining enabling technology with our proven process of data discovery, reengineering, identification and enhancement, global customer validation and customer relationship matching, Trillium enables organizations worldwide to obtain a single, accurate customer view. Enabling Technology: seamless integration across the enterprise and the world Enterprise Integration Component-based architecture to engage customer information for batch processing, transaction processing and e-processing Touch point access to clean, standardized and match-ready data Easily tunable business rules via Java based GUI Server support for the Mainframe, UNIX,WinNT/98 and AS400 Worldwide Integration Organizations rely on Trillium to identify customers in eight languages across seven continents, including Asia, where you can employ our unique double-byte character recognition functionality. Global customer identification including double-byte character sets International language recognition with geocoding for Europe, South America and Asia Cultural word-pattern and phrase identification for 20+ countries. *Reprinted from DM Review Magazine Our Proven Process: producing a single customer view Customer Information Discovery & Reengineering Trillium s conversion workbench suite of utilities actually allows you to see the condition of your data, dissect strings of information, analyze data hidden in free form text and make business decisions based on your individual needs. Trillium then allows you to transform the data into high quality information, enable realtime customer identification and provide an on-line data-reengineering environment to maintain and improve transactions. 6

7 Customer Information Identification and Enhancement Name and address information may comprise a small portion of your data, but it is often the most important and complex. Trillium s context sensitive processing is used to replicate intelligent human analysis for filtering, identifying and assigning attributes to name and address information. Trillium assigns accurate meaning to your data, token-by-token, line-by-line, to provide a consistent understanding and view of your customer information. S T O M E R D A T A Q U A L I T Y M A N A G C U Customer Information Discovery & Reengineering Global Customer Information Validation Customer Information Identification & Enhancement Customer Relationship Matching E M E N T S t. J a m e s C U S T O M E R A C C O U N T I N F O : Global Customer Information Validation Trillium provides the most extensive certified address verification available today. From North America to South America and from Europe to Asia, Trillium understands the local, cultural and geographical differences in many languages. Trillium s unique Unicode enablement recognizes and corrects double-byte character sets. Multinational and global organizations rely on our software to develop a unified view of customers around the world. Customer Relationship Matching Whether you re consolidating disparate sources of data, matching e-commerce transactions on-line, or merging files from multiple lines of business, Trillium ensures that you achieve the most accurate individual, household and business matching possible. With Trillium, you will understand all the touch points in which your customers interact with your organization. As a result you can develop more effective customer acquisition programs, offer more timely incentives for increasing business from your most profitable customers, and much more. 7

8 Trillium Software, a division of Harte-Hanks Data Technologies, provides product development, technical support and professional services. Harte- Hanks Data Technologies, a Harte-Hanks Inc. company, is an international company with offices throughout North America, the UK, Australia and Brazil. Harte-Hanks, Inc. is a highly diversified Fortune 500 company listed on the New York Stock Exchange (HHS), and located in San Antonio, Texas. Trillium Software can maximize your business intelligence initiatives by providing an accurate and complete view of your customers, products and services. Contact us today! Architecture Language: Java/ANSI C Trillium Control Center GUI Batch Processing Environment Callable Objects & Components Requirements: Mainframe UNIX WinNT AS/400 Enabled for: Com+ CORBA/EJB Trillium s state-of-the-art architecture is the number one reason leading organizations have turned to us to implement their most critical business strategies, like e-business, CRM and data warehouse development. Worldwide Locations United States: Harte-Hanks Data Technologies 25 Linnell Circle Billerica, MA Phone: Fax: trlinfo@trilliumsoft.com Canada & Hong Kong: Harte-Hanks Data Technologies 3300 Highway #7 Suite 703 Concord ON L4K 4M3 Phone: Phone: Fax: United Kingdom: Harte-Hanks Limited Euston House 24 Eversholt Street London NW1 1DQ Phone: Phone: Fax: trillium.uk@hartehanks.com Japan: Agrex Inc. Odakyu-Nishi-Shinjyuku Bldg. 5F Hatsudai, Shibuya-Ku Tokyo Phone: Fax: TRILLIUM SOFTWARE A division of Harte-Hanks Australia: Harte-Hanks Proprietary Limited Level St. Kilda Rd. Melbourne, Victoria 3004 Phone: Fax: , Trillium Software System. Trillium Software System and the Trillium logo are registered trademarks of Harte-Hanks Data Technologies, Inc. All other product names are registered trademarks of their respective companies. All Rights Reserved. Printed in the U.S A.

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