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2015 Technology Update
Contact Center
• Patterned on the order entry UI changes
from last year
• Embeds customer service UI components
into scripts
• Supports tailored customer service
workflows
• Scripted customer entry
• Integrates with telephony
AdvantageCS 2
Initial Call Center Workflows
• Add new customers and orders
• Change personal and address data
• Review A/R status
• Manage newsletter subscriptions
(list email participation)
• Manage Sweepstakes points
• Review order / shipment status
• Review premium status
(“Where is my gift?”)
• Review issue fulfillment /
add customer service copies
• Retention (“save the cancel”)
AdvantageCS 3
Failover Clustering Support
• Planned / Unplanned failovers
• We have automated the previously manual
steps to restart Advantage services
• Expect
– Users to restart UI sessions
– Processes in error
– Down for a few minutes
• At 2014r1
• Next up? Auto-restart processes
AdvantageCS 4
‘Quantum’ Upgrade Technique
• Pre-upgrade is begun manually n hours
before the upgrade window
• A Sql job is created to incrementally
populate an upgraded table using
configurable ‘bursts’ of activity
• Production operations continue against the
original table
• If a ‘live’ row changes or is deleted, a
trigger deletes its upgraded counterpart
• Some limitations apply, e.g.
– Sufficient disk space
– Unchanging primary key
AdvantageCS 5
Improving the
Order Pipeline
Quicker to start
Quicker completion
Fewer steps
Simpler reports
More robust
No yellow stickies?
AdvantageCS 6
Why have it?
 Ledger
 Invoicing
 Over/under payments
 Suspend / restart
 Inventory
 Royalties
 Commissions
 Book club status
 Data warehouse extracts
 Summarizations
– Access item performance, write-offs,
deferred income, coupon usage, promo
response, renewal response,
cancellations, etc.
The work Advantage does after
we know an order is complete.
AdvantageCS 7
What is ‘Posting’?
So the user or customer can
move on without waiting.
Posting Changes
First Phase
(mid 2015)
• Amb, Conference, Circ, Pro and Reprint
combine into Mst210
• Improved error handling
• Multiple streams
Second Phase
(2016.0?)
• Most of invoice and payment posting
(Arp210/230)
• Activation strategies
– Real and near-Realtime
– From web
– From UI
– From uploads
– By releasing control groups
AdvantageCS 8
AdvantageCS
Anticipated Questions
• Combined orders?
• Control Groups?
• Jobstreams and business workflow?
• What if an order has picked and non-picked parts?
• What about Reporting?
• What about troubleshooting?
• Performance?
9
Scrum
• Teams
• Sprints
• Stand-ups
• Technology
AdvantageCS 10
AdvantageCS 11
2015 Technology Update

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2015 Technology Update

  • 2. Contact Center • Patterned on the order entry UI changes from last year • Embeds customer service UI components into scripts • Supports tailored customer service workflows • Scripted customer entry • Integrates with telephony AdvantageCS 2
  • 3. Initial Call Center Workflows • Add new customers and orders • Change personal and address data • Review A/R status • Manage newsletter subscriptions (list email participation) • Manage Sweepstakes points • Review order / shipment status • Review premium status (“Where is my gift?”) • Review issue fulfillment / add customer service copies • Retention (“save the cancel”) AdvantageCS 3
  • 4. Failover Clustering Support • Planned / Unplanned failovers • We have automated the previously manual steps to restart Advantage services • Expect – Users to restart UI sessions – Processes in error – Down for a few minutes • At 2014r1 • Next up? Auto-restart processes AdvantageCS 4
  • 5. ‘Quantum’ Upgrade Technique • Pre-upgrade is begun manually n hours before the upgrade window • A Sql job is created to incrementally populate an upgraded table using configurable ‘bursts’ of activity • Production operations continue against the original table • If a ‘live’ row changes or is deleted, a trigger deletes its upgraded counterpart • Some limitations apply, e.g. – Sufficient disk space – Unchanging primary key AdvantageCS 5
  • 6. Improving the Order Pipeline Quicker to start Quicker completion Fewer steps Simpler reports More robust No yellow stickies? AdvantageCS 6
  • 7. Why have it?  Ledger  Invoicing  Over/under payments  Suspend / restart  Inventory  Royalties  Commissions  Book club status  Data warehouse extracts  Summarizations – Access item performance, write-offs, deferred income, coupon usage, promo response, renewal response, cancellations, etc. The work Advantage does after we know an order is complete. AdvantageCS 7 What is ‘Posting’? So the user or customer can move on without waiting.
  • 8. Posting Changes First Phase (mid 2015) • Amb, Conference, Circ, Pro and Reprint combine into Mst210 • Improved error handling • Multiple streams Second Phase (2016.0?) • Most of invoice and payment posting (Arp210/230) • Activation strategies – Real and near-Realtime – From web – From UI – From uploads – By releasing control groups AdvantageCS 8
  • 9. AdvantageCS Anticipated Questions • Combined orders? • Control Groups? • Jobstreams and business workflow? • What if an order has picked and non-picked parts? • What about Reporting? • What about troubleshooting? • Performance? 9
  • 10. Scrum • Teams • Sprints • Stand-ups • Technology AdvantageCS 10