• Email-Manager Core
  • Brochure
  • Developers Guide
• Email-Manager™ SharePoint
  • Brochure
  • User's Guide
• Email-Manager™ for MS CRM
  • Overview
  • Brochure
  • Tutorial
  • Self-running demo
  • User's Guide
  • Tips and Tricks
  • Web demo
  • Download
  • Pricing
• Email-Manager™ Web Demo
• Info-Connector™
  • Quick Guides
  • Installation Guide
  • Users Guide
  • FAQ
  • IC and Office 2007
• Support

Overview:

Enhance your existing CRM-, ERP- or Portal/Intranet-System with automatic email management, storage & archiving in no time – using Email-Manager Core™

Email-Manager Core™ (EMMC) is a set of services that provides automated email storage and archiving in your IT infrastructure. Using a unique patented technology, it furthermore provides a comprehensive email trail that can be presented inside your customer- and supplier management system.

Features and benefits:

• Automatic storage of every in- and outbound email in your organization (including internal emails), allowing you to retain a full audit trail of emails – to help preempt legal disputes, recover vital information when key employees leave, as well as adhering to governmental regulations.

• A central shared email repository - allowing coworkers to truly collaborate around emails. This will significantly reduce the traditional (and time consuming) “cc” and “forward” email working patterns.

• Highly scalable storage engine based on industry-standard relational database technology – built as a Service Oriented Architecture (SOA). This will allow you to store thousands of emails per day, as well as distribute the EMMC infrastructure across the enterprise – if you have several offices spread across several countries.

• High performance indexing of key email fields. This will allow you to build reports quickly and easily – using standard reporting tools, such as Crystal Reports or Microsoft SQL Reporting Services. From a Business Intelligence perspective, this will allow you to build a truly holistic picture of the status of a specific account.

• A unique notification interface for the email users that will allow them to add meta-data to the emails with a single click. Single click operations could be “Yes – show this email in my CRM system”, “Do not display notification for this email address again”, etc. This will also allow the users to link emails to specific projects, opportunities, etc.

• A flexible core based on industry standard XML Web Services. EMMC comes with support for Microsoft Exchange and Microsoft SQL Server out-of-the-box, but using the Web Services you will be able to support Lotus Notes, GroupWise, Oracle, IBM DB2, etc.

• A full-fledged Software Development Kit (SDK) that will allow you to develop an add-in to your existing CRM/ERP/Portal systems – allowing you to make the email dialog available on a collaborative basis. 
   

The EMMC Components

EMMC is a set of .NET based services that consists of the following main components:

• A Mail Server Capture Agent that monitors one or more mailboxes on your Mail Server for incoming and outgoing emails. A Capture Agent for Microsoft Exchange Server has already been developed – and additional Capture Agents (e.g. for Lotus Notes or Novell GroupWise) can be provided by Opportunity Solutions or its development partners.

• A central Email-Manager Database that contains verbatim copies of the emails from the monitored mailboxes – as well as metadata supplied by the users. The users can add metadata to the Email-Manager™ Database using the EMMC Notification Services, which is an optional component.

• A Database Abstraction Layer that is the interfaces between the underlying Email-Manager™ Database and the rest of the system. The Database Abstraction Layer can be changed, depending of the database technology of your choice. A Database Abstraction Layer for Microsoft SQL Server has already been developed – and additional Database Abstraction Layers (e.g. for Oracle or IBM DB2) can be provided by Opportunity Solutions or its development partners.

• The Email-Manager™ Core that handles the central logic – such as validation, monitoring, security and indexing.

• An Application Abstraction Layer that acts as the interface between the Email-Manager™ system and your CRM/ERP/Portal infrastructure. The Application Abstraction Layer comes will a full SDK – allowing you integrate EMMC with your existing infrastructure.  The Application Abstraction Layer, in turn, interfaces with two additional EMMC components (the two bullets below). An Application Abstraction Layer for Microsoft CRM has already been developed, but you will be able to make one yourself using the SDK.

• The Master Contact Database is typically your existing CRM system. EMMC uses the Master Contact Database to match emails captured by the Capture Agent, with contact records in the CRM system. The Master Contact Database could be a CRM system, an ERP system or any other system holding your contact information. If specific security settings (or other policies) have been set for individual contacts in the Master Contacts Database, EMMC will adhere to these and ensure that emails can not be viewed by individuals that have not been granted access.

• The Presentation Layer - which is typically embedded directly into your CRM-, ERP-, or Portal-systems - displaying  a  complete list of emails that has been sent to or received from the contact in question. Just as with the Master Contact Database, you will be able to develop an Application Abstraction Layer that interfaces with a Presentation Layer of your choice. Typically the Master Contact Database and the Presentation Layer will be the same (normally the CRM system) - but you could in fact have more than one Presentation Layer at the same time. This could happen if you wanted to display the customer email dialog both from within e.g. your CRM system and your Intranet.

• The EMMC Management Console.  This is the administrators’ dashboard, delivered as a Microsoft Management Console (MMC) Snap-In. From within this console you can configure the Capture Agent, user access control, privacy settings, etc.

Sample Presentation Layer (Microsoft CRM)

Optional User Notification System (UNS)

The UNS comes standard with the EMMC system. If it is NOT activated, every email sent to – or received from – contacts in the Master Contact Database, will be displayed inside the Presentation Layer. If an email has been sent/received – and was not supposed to be displayed – the user will have to go to the Presentation Layer, locate the email, right-click on it – and choose “delete”.

If it IS activated, the user will have a small notification window displayed on-screen when an email is sent/received – very much like the Outlook 2003 notification window. Via this notification window, the user has a one-click access to decide whether the email should be displayed inside the Presentation Layer or not. Also, using the notification window, the user can add metadata to the email – such as connecting it to a certain project, add categories, etc.

User Notification Window
 

Behind the scenes: Full email compliance

Even if the UNS has been activated - and the users choose not to display certain emails in the Presentation Layer – these are still being copied to the Email-Manager™ Database. As it happens, EVERY email that is received by or sent from a mailbox that is being monitored by the Capture Agent will be copied to the Email-Manager™ Database, via the Email-Manager™ Core. This includes private emails, internal emails and emails not connected to records in the Master Contact Database. This functionality allows for full email compliance – as demanded by initiatives such as Sarbanes-Oxley, Basel II and HIPAA. It is important to understand, however, that it is only the system administrator that has access to these emails. To this end, they are not available to the users inside the Presentation Layer.

For further information – please contact sales@oppsol.com