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DPRO-108509 Richard A. Costello Product Report 21 October 2003 Apropos Interaction Management Suite Summary The version 6 architecture is significant for Apropos because it improves the level of interoperability with existing communications infrastructures and best-of-breed business applications, while adding Java 2 support. Note This report features information on version 6.0 of Apropos Interaction Management Suite (IMS) (general availability was June 2003). Table of Contents Overview Analysis Version 6 Enhancements Apropos System Overview Pricing Competitors Strengths Limitations Insight List Of Tables Table 1: Apropos IMS Table 2: Apropos Interaction Flows Table 3: Apropos Server Features Table 4: Apropos Agent Features List Of Figures Figure 1: Apropos Version 6 Distributed Message Routing Architecture Figure 2: Apropos Server With Connections to Premise PBX Figure 3: Analog Extensions to CO Using Centrex Figure 4: Connection to Premise PBX With Switch Link Figure 5: Remote Agent Connectivity Gartner © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved.Reproduction of this publication in any form without prior written permission is forbidden. The information contained herein has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Gartner shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The reader assumes sole responsibility for the selection of these materials to achieve its intended results. The opinions expressed herein are subject to change without notice. Apropos Interaction Management Suite Corporate Headquarters Apropos Technology, Inc. One Tower Lane, 12th Floor Oakbrook Terrace, IL 60181, U.S.A. Tel: +1 630 472 9600 Internet: www.apropos.com Overview Table 1: Apropos IMS Feature/Function Description System PBX-integrated software solution based on Microsoft Windows 2000 or Sun Configuration Microsystems Solaris servers Vendors Systems All industry PBX/automatic call distributor (ACD) platforms, including 3Com, Avaya, Supported Alcatel, Cisco, Ericsson, Fujitsu (Altura), Inter-Tel, Mitel, NEC, Nortel, Siemens, Toshiba and Centrex Operating System(s) Microsoft Windows 2000, Sun Solaris Max. No. of Unlimited (no hard-coded limit) Configurable Agents Max. No. of Active 10,000+ multimedia agents per single system, unlimited with multisite and virtual Agents center configurations Max. No. of 2,000+ per single system, unlimited with multisite and virtual center configurations Supervisors Max. No. of Agent Unlimited (no hard-coded limit) Groups Busy Hour Call 100,000 fully blended, busy-hour multichannel interactions per single system; Completions (peak— unlimited with multisite and virtual center configurations one hour) Fault Various levels of fault tolerance and recovery from disk mirroring and system Tolerance/Redundan failover to redundant computing (N+1 configuration, Marathon Servers) cy Universal Queuing Standard Network-Level Standard Queuing Networking Protocol TCP/IP Network Signaling T1/E1/Digital Private Network Signaling System (DPNSS)/Analog/Digital Set Supported Emulation Max. No. of Voice Unlimited (supporting queued voice mail) Mailboxes Max. No. of Voice Unlimited (depends on voice mail server hard drive capacity) Storage Hours Interactive Voice Standard (dual-tone multifrequency [DTMF]); optional (speech-enabled) Response (IVR) Interface © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 2 Apropos Interaction Management Suite Table 1: Apropos IMS Feature/Function Description Skills-Based Routing Standard Max. No. of Skills No hard-coded limit Groups Web-Based Contact Optional (via Apropos Web module or a third-party Web module) Center Text Chat Optional Web Callback Optional E-Mail Optional (via either Apropos E-Mail or CRM E-Mail applications) Max. No. of E-Mail 10,000+ (active simultaneously) per single system, unlimited with multisite and Agents virtual center configurations Fax Support Optional (via hardware/software upgrade of Apropos Server and Agent applications) Customer Standard (integrates with Remedy, Siebel, Kana, JD Edwards, SAP, PeopleSoft, Relationship Peregrine, Oracle, others) Management (CRM) Interface Unified Messaging IP Support Optional (integrates with third-party solutions) Standard (native support for Avaya, Cisco, Mitel, Nortel, Siemens and 3Com systems) Predictive Dialing Standard (Apropos Predictive Dialing application) Support Screen-Pop Transfer Standard (via Apropos Interaction Vault; optional via third-party applications) Capability Simple Network Standard Management Protocol (SNMP) Support Mobile/Wireless Available via services using standard application programming interfaces (APIs) Agent Voice Optional (through Apropos, Witness, other third-party systems) Recording/Logging Analysis The Apropos IMS of software uses a comprehensive set of tools to route, queue, control, track and report both inbound and outbound multimedia interactions—voice calls, e-mail, Web chats, Web requests, faxes, tasks, voice mail and blended calls (agents conduct outbound calls while handling inbound calls). The management of the contact center includes interaction distribution, escalation, priority, intelligent routing, real-time performance monitoring and historical reporting. With version 6.0, the Apropos IMS architecture evolves to a standards-based platform built on a Java 2 Platform, Enterprise Edition (J2EE)-compliant foundation supporting both the Microsoft Windows 2000 and Sun Microsystems Solaris operating systems, and databases from Microsoft (Structured Query Language [SQL] Server) and Oracle (relational database management system [RDBMS]). These enhancements are the foundation for IMS version 6. The architecture is significant for Apropos because it improves the level of interoperability with existing communication infrastructures and best-of-breed business applications via a suite of APIs. It enables the © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 3 Apropos Interaction Management Suite extension of interaction management capabilities throughout the enterprise. It offers options for faulttolerance, failure detection and recovery. Version 6 Enhancements Version 6 improvements in two major areas—J2EE Application Server and Message Routing—are described below. J2EE Application Server Version 6 uses a J2EE Application Server to open Apropos core functionality to external applications, which may be Apropos supplied (for example , thin clients), or custom developed for a particular business requirement. The architecture supports two kinds of APIs: • Synchronous (request-response) interfaces, allowing requests to be made to the system (for example , take/place a call, queue an interaction, add an agent) • Asynchronous (event driven) interfaces, allowing an application to subscribe to events happening in the system (for example, call arrival, agent login) The version 6 architecture supports five categories of Java APIs: Interaction Handling, Interaction Monitoring, Interaction History, Interaction Management and Configuration Management. Apropos currently supports IBM Websphere and BEA WebLogic J2EE Application Server environments, others could be pending in the future. Message Routing Version 6 includes enhancements to underlying messaging layers to increase levels of performance, scalability and fault tolerance. Previous Apropos versions utilized a single Primary Router to distribute messages to and from all Apropos server and client processes. This was viewed as a limitation of the Apropos architecture, as it provided a single point of failure. Version 6 distributes message routing across a network of Router components, illustrated in the figure, “Apropos Version 6 Distributed Message Routing Architecture.” Figure 1: Apropos Version 6 Distributed Message Routing Architecture This architecture allows messages to be distributed to servers and clients in multiple sites using Slave Routers in each site. © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 4 Apropos Interaction Management Suite Source: Apropos Technology By distributing message routing over a network of Router components, the following major advantages are realized: • Reduced Load on the Primary Router—enables greater levels of performance and increases system scalability. • Reduced Network Traffic—when events occur, rather than broadcasting messages to every server and client process from the Primary Router, a single message can be sent across the WAN. Each Slave Router then notifies clients and servers in its location. • Options to Increase Fault Tolerance—in the event of a WAN failure, remote site Slave Routers can be scripted to point to alternative local routers, allowing local clients and servers to continue operating. • Reduced Infrastructure Costs—since only a single component (Slave Router) in each remote location requires a WAN connection, LAN subnets may be used to minimize costs. In addition to distributing message traffic, version 6 includes several other architectural improvements to system message handling: • The use of binary messages to improve performance • A new enterprise transport layer that supports network resiliency • Improved message logging, with diagnostic tools Version 6 New Feature Content © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 5 Apropos Interaction Management Suite Version 6 product enhancements fall into the following four major categories: Enterprise Capabilities, Interaction Management, User Interface and Open Architecture. The four tables in this section briefly summarize those product enhancements. Version 6 New Feature Content Enhancement Description Enterprise Capabilities: —Unlimited Scalability Supports two configurations: an unlimited scalable multisystem with interaction overflow and rolled-up reporting; a virtual single-system with scalability to thousands of seats and very high interaction volumes —Improved Network Usage Reduced network bandwidth requirements and reduced costs of operation —Support for Unix —Support for Oracle Operation in a Sun Solaris Unix environment Support for Oracle as the Interaction Database and Interaction Vault Database —Network Resiliency Seamless operation through brief WAN outages with no loss of interaction handling capability at the server and client levels —Scriptable Router Failover Enables Slave Routers to be scripted to point to alternate routers during WAN or router failures —SNMP-Based Alerts Allows process failures, connection failures and other system conditions to be exposed via SNMP to various system management tools. —Improved System Management Includes a new System Manager tool to manage system processes, handle system alerting and alarming, manage multiple systems from a single user interface and others —Improved Database Access Features Includes faster reporting and Interaction Vault queries Version 6 New Feature Content Enhancement Interaction Management Enhancements: Description —Force Mode by Queue —Force Preview —Richer ACD Routing Algorithms —Interaction Model —Interaction Reporting —Server-based Agent Configuration —User Interface Enhancements © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 6 Apropos Interaction Management Suite Version 6 New Feature Content Enhancement Voice Interaction Enhancements: Description —Speech recognition from Nuance enables multiple levels of VR in Apropos IVR: Simple DTMF replacement (digits), alphanumeric capability, handling of dates and natural numbers, directed dialogue (recognition of words from grammar and others) —Tracking of Hold and Conference States E-Mail Interaction Enhancements: —Intelligent E-Mail Classification —Multi-Lingual E-Mail Handling Web Interaction Enhancements: —Secure Web Collaboration supports Web chat and collaboration from a secure Web site, encrypting data via Hypertext Transfer Protocol Secure (HTTPS). —Web Chat Monitoring allows supervisors to monitor agent chats with customers in real time (from the Resource Manager). —E-Mail of Chat Transcript can provide an HTML copy of the chat transcript. Version 6 New Feature Content Enhancement User Interface Features/Enhancements: Description —Real-Time Service Levels —Interaction Time to Violation —”Take Next” Functionality —Viewable Custom Interaction Properties —New Agent Media Handlers —New Real-Time Data in Resource Manager —iVault Enhancements —Configuration Manager —System Manager The architecture of Apropos version 6 is open, exposing Apropos core functionality through a set of Java APIs, which are packaged in the form of a Software Developer Kit (SDK) and includes documentation and sample code. The following table, Open Architecture, lists the core Apropos functionality exposed in these APIs. Version 6 New Feature Content Enhancement Open Architecture: Description —Interaction Handling (Agent Functionality), including the ability to take and initiate interactions, and the ability to control agent availability, softphone functionality, and other agent features. © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 7 Apropos Interaction Management Suite Version 6 New Feature Content Enhancement Description —Interaction Monitoring (Resource Manager Functionality), including the ability to subscribe to realtime events and to manage agent-queue assignments. —Interaction Management, including the ability to queue interactions, change the queue or priority of interactions, de-queue interactions —Configuration Management, including the ability to make system configuration changes, such as adding/deleting users, adding/deleting queues, controlling system values —Interaction History (iVault Functionality), including the ability to perform an Interaction Vault query and receive historical interaction data and corresponding transcripts. In addition to Java APIs, the Apropos system continues to expose core functionality via mechanisms, such as the following: • Event Publisher, an Extensible Markup Language (XML) interface, exposing major events happening within the system, such as agent, queue and interaction-based events • Interaction Queuing Interfaces, including Simple Mail Transfer Protocol (SMTP) for e-mail, HTTP for Web, blending of interactions from a database, blending of interactions from TCL and Java scripts Apropos System Overview • Switch independence—Apropos IMS interfaces to any combination of switches (PBX, ACD, IP-PBX or central office); analog, digital and Switch Link (computer telephony interface) connections can be utilized. PBXs supported include Aspect, Avaya Definity, Avaya S8700/S8300/S8100, Centrex, Cisco CallManager, Fujitsu, Inter-Tel, iSDX, Mitel MN3300, Mitel SX-2000, NEC 2400, Nortel Meridian 1/Symposium/SL-100, Philips, SDX, Shoreline, Siemens Hicom 300/300E V3, SRX, 3Com NBX 100 and Ericsson MD110 (BC9 and BC10). • Interoperability with external systems—Business data can be exchanged with any database or application through industry-standard protocols and access methods, including Open Database Connectivity (ODBC), Object Linking and Embedding (OLE), Dynamic Data Exchange (DDE) and High-Level Language Application Programming Interface (HLLAPI). • Packaged integration—Interactions can be fully managed within the boundaries of Apropos IMS through supported IVR routing, queue handling, voice messaging and voice-recording functions. • Fault tolerance—Apropos supports a number of configurations, allowing various levels of fault tolerance and recovery, from disk mirroring and system failover to redundant computing. For example, Apropos can implement IMS in an N+1 Voice Server configuration to protect against single server failure. In addition, a Marathon Technologies’ Endurance Server can be used in the N+1 Voice Server configuration to provide redundant fault tolerance for applications and voice connectivity. © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 8 Apropos Interaction Management Suite • Transactional data collection—Administrative-, operational- and management-level contact center data is collected for use; report scheduling, Web publishing and a fully supported interface to Seagate Crystal Reports allow complete customization of content. • Customizable interaction prioritization—Business rules are used to determine the prioritization of interaction handling. Interaction prioritization includes not only synchronous communications (voice, e-mail, Web), but also asynchronous (tasks, offline work) associated with the customer-management process. These asynchronous tasks are fully integrated within the universal queue’s prioritization and escalation models. The major components of the Apropos IMS solution include the following: • Apropos Server (system software for Microsoft Windows 2000- or Sun Solaris-based platforms) • Customer-Provided Server (Compaq ML 370 with Intel Pentium III, 600MHz processor is certified and recommended by Apropos) • Apropos Agent (includes Standard, Enhanced and Link versions of software) • Apropos Resource Manager (real-time monitor and control software) • Apropos Decision Manager (historical reporting software) • Apropos Administrator (system configuration tool software) • Apropos Application Designer (graphical user interface [GUI]-based interaction flow design software) • Apropos Interaction Vault (dynamic data storage tool software) • Apropos Queued Interaction Manager (interaction management criteria software) • Apropos Recording Studio (optional Syntrillium Cool Edit digital sound editor software for creating, editing and reproducing voice prompts) • Various third-party applications (depending on the system configuration) Apropos Server is system software that supports voice over IP, analog (loop start) or digital voice connectivity to a premise-based PBX, or analog connectivity to a central office (CO) via Centrex service. Optionally, the Apropos Server can utilize a Switch Link connection, also known as computer-telephony integration (CTI) Link, which uses Dialogic CT-Connect to control the switch in conjunction with analog or digital voice lines. Switch Link capabilities include Caller ID, Automatic Number ID (ANI) and Dialed Number ID Service (DNIS), or direct inward dialing (DID) through a Switch Link connection, rather than through digital handset emulation or inband signaling. Apropos Server also supports the out-of-band E1/DPNSS signaling protocol to extend system facilities to all extensions on PBXs that are connected together in an all-digital private network. The range of features supported depends on the capability of the PBXs in the private network configuration. A LAN or WAN data connection is Ethernet or Token Ring, with TCP/IP the required networking protocol. Support for TCP/IP makes it possible to deploy agents in both intranet and public switched telephone network (PSTN) environments, where agents can take calls—and perform any interaction defined by the Apropos Server (for example, e-mail, Web requests)—from virtually anywhere in the world. A company with a centralized contact center staff can have additional agents working at remote sites and connected to the Apropos Server via the PSTN. © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 9 Apropos Interaction Management Suite An Apropos system can be comprised of a single server or, depending on the site conditions and requirements, can be distributed among several servers to create a virtual contact center architecture. A distributed Apropos system can contain the following five types of servers: • Primary Server—one Primary Server per system contains messaging middleware for integrating central processes; it may also contain optional third-party applications. To communicate within the Apropos system, processes register with the middleware on startup. All interprocess messages are sent as American Standard Code for Information Interchange (ASCII) text. • Database Server—one Database Server per system contains the Apropos database and Decision Management system. The DB Server facilitates distributed processing, system database inquiry and report generation. • Voice Servers—several are recommended per system. They contain system call-processing software: Phone Interface Language (PIL), Tool Command Language (Tcl) and Visual Basic for Applications (VBA) scripts. • Interaction Server—at least one is recommended per system. They contain e-mail, Web chats and Web requests and also provide load balancing. They are intended for sites with heavy noncall interactions. E-mail and Web interactions can be on separate Interaction Servers. • Interaction Vault—at least one is recommended per system. It is a dynamic data storage tool that archives contact center interactions of all media types in a single storage and retrieval source. The iVault database contains a complete history of interaction data regardless of interaction type. The Apropos IMS system supports four switch-connection configurations: • Connection to premise PBX, supporting circuit-switched or packet-switched (IP) telephony • Analog extensions to the CO through Centrex • Connection to premise PBX with Switch Link • Remote agent connectivity The figure “Apropos Server With Connections to Premise PBX” shows Apropos Server connectivity with the enterprise telephone system (a PBX), from the Apropos Server to the agent workstations. The customer communicates with the contact center through the PSTN, which passes the communication on to the PBX. The connection between the PBX and the Apropos Server can either be analog or digital; however, analog connections do not support the transfer of ANI or DNIS information. Figure 2: Apropos Server With Connections to Premise PBX The figure shows Apropos Server connectivity with the enterprise telephone system (a PBX), from the Apropos Server to the agent workstations. The Enhanced Agent workstation requires an NMS QX2000 or Pika Technologies sound card for analog connectivity. © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 10 Apropos Interaction Management Suite Source: Apropos Technology. The figure “Analog Extensions to CO Using Centrex” shows Apropos Server connectivity with leased, offpremise Centrex service at a CO. The customer communicates with the contact center through the CObased Centrex service, which passes the communication on to the Apropos Server. The connection between the CO and the Apropos Server is analog only, which supports the transfer of Caller ID information only. Figure 3: Analog Extensions to CO Using Centrex The figure shows Apropos Server connectivity with leased, off-premise Centrex service at a central office (CO), from the Apropos Server to the agent workstations. The Enhanced Agent workstation requires an NMS QX2000 or Pika Technologies sound card for analog connectivity. © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 11 Apropos Interaction Management Suite Source: Apropos Technology. The figure “Connection to Premise PBX With Switch Link” shows Switch Link connectivity between an enterprise PBX system and the Apropos Server. The Switch Link enables agents to perform soft-phone functions, such as transfer and re-queue without having a voice card installed on the agent workstation. Switch Link co-exists with analog or digital voice connections to the Apropos Server. Figure 4: Connection to Premise PBX With Switch Link The figure shows Switch Link connectivity between an enterprise PBX system and the Apropos Server, from the Apropos Server to the agent workstations. The Enhanced Agent workstation requires an NMS QX2000 or Pika Technologies sound card for analog connectivity. © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 12 Apropos Interaction Management Suite Source: Apropos Technology. The figure “Remote Agent Connectivity” shows Apropos system connectivity between an enterprise PBX or Centrex service and the Apropos Server, from the Server to the remote agent workstation. The customer communicates with the contact center through the PSTN or the CO environment, with the PBX or Centrex service passing the communication on to the Apropos Server. A call, including customer information, accepted by a remote agent is sent back through the PSTN to an agent’s voice workstation. Remote agents typically have an analog phone line or IP-telephony connection, and a separate data connection to the corporate network. The data connection accesses the network through a second phone line or through an Internet Service Provider (ISP). Remote agents can also use Integrated Services Digital Network (ISDN) Basic Rate Interface (BRI) to provide voice and data connectivity. The connection between the PBX or Centrex and the Apropos Server can be analog, digital or voice over IP (VoIP)-based. Two PBX or Centrex voice circuits are used during the agent portion of the call. Figure 5: Remote Agent Connectivity The figure shows Apropos system connectivity between an enterprise PBX or Centrex service and the Apropos Server, from the Server to the remote agent workstation. © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 13 Apropos Interaction Management Suite Source: Apropos Technology. Fault Tolerance and Scalability The Apropos system can be implemented in a necessary plus one (N+1) configuration to protect against the failure of any single server. For example, a 48-port system can be divided into two separate 24-port NT servers, with a third 24-port server in standby mode. In the event of either one of the two active servers failing, calls are automatically routed to the third server. Single port or board failures can also be handled this way. Scalability is handled similarly by Apropos, where large systems are split over multiple servers that are connected transparently through Apropos’ message-oriented middleware. Apropos also supports Marathon Technologies Endurance Servers, which can be configured as faulttolerant servers and provide constant computing. The Marathon primary server can be combined with an Apropos N+1 Voice Server configuration to provide redundant fault tolerance for applications and voice connectivity. Features and Functionality: Apropos Table 2: Apropos Interaction Flows Function Inbound Calls Description Apropos Server handles Direct Inbound Calls, Queued Inbound Calls (most common) and Single Agent Calls. Outbound Calls Apropos Server handles Abandoned Callbacks, Direct Outbound Calls, Queued Outbound Calls, Reply Calls and Web Requests. Apropos E-Mail Integrated Apropos e-mail management is a feature of the Agent application. The corporate e-mail server must support SMTP for the exchange of messages with the Apropos Server. CRM E-Mail Optionally allows the contact center CRM application to handle the front end (preagent routing steps) of the interaction flow, if such capabilities are preferred. © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 14 Apropos Interaction Management Suite Table 2: Apropos Interaction Flows Function Web Request Description Enables customers to make requests for information or to speak with an agent via submission of a queued Web Request form. Web Provides customers with the means to immediately communicate or “chat” with the Chat/Collaboration contact center agent using a Web browser. Chat supports supervisor monitoring, whisper to agent and barge. The Web Chat feature also supports Web collaboration, supporting page push, co-browsing, form collaboration. Faxes Fax support is a hardware/software upgrade (GammaLink hardware and FACSys software) to the Apropos Server, a software upgrade (FACSys software) to each Apropos Agent and one or more dedicated analog ports on the Apropos Server. Voice Mail Queued contact center voice mail application that stores inbound voice mail messages on the Apropos Server until agents accept them. Task Management Queued asynchronous communications and work associated with the customer management process (for example, follow-up phone calls, document fulfillment and third-party-developed work requests). Table 3: Apropos Server Features Feature Description Queue and The primary function of the Apropos Server is to manage queues and interactions. Interaction Queues can be logically combined into queue groups for monitoring and reporting Management purposes. Interactions can be selected simply by Type (that is, e-mail or voice mail) or Date (single or range) or selected by more advanced criteria, such as Queue Name, Subject, From or To, or any configurable business data. IVR Customer identification through IVR is a central process of the Apropos system. The process is comprised of the following features: scripts, speech recognition, text-tospeech, caller identification, message of the day and fault-tolerant call handling and treatment. Call Interactions Include voice mail and an optional server feature called Blended Calls. Voice mail allows the customer to leave a voice mail message, rather than wait in a queue for an agent. Blended Calls allow agents to conduct outbound calls while handling inbound calls. Web Interactions Allows agents to handle Web Requests and Web Chats through a uniform resource locator (URL) interface to a corporate Web site that uses a form to gather customer information and passes it on to the Web Server. Apropos supports both Apropos Web and third-party (for example, CRM) Web Interaction solutions. E-Mail Interactions Apropos uses two approaches for handling contact center e-mail interactions: Apropos E-Mail Management and third-party CRM E-Mail solutions. The one chosen is based on the business requirements of the contact center. Task Management Queued asynchronous communications and work associated with the customer management process (for example, follow-up phone calls, document fulfillment, third-party developed work requests). Directory Shares During installation, two shared directories called server_data and client_data are created on each Apropos Server. These are the primary locations for storing the information shared between Apropos processes. © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 15 Apropos Interaction Management Suite Table 4: Apropos Agent Features Feature Description Agent Login and Various features are related to authorized Agent Application use, including user ID, Roaming user extension and user location. Standard, Enhanced and Link Agents require a network connection to the Apropos Server, which allows Agent to send and receive messages to other processes in the system. Agent telephone numbers, defined on the Apropos Server, identify each agent workstation for the proper transferring of all calls. Agent User Interface The Apropos Agent Application can display a significant amount of information in a minimal screen space. The agent user interface provides agents with the ability to work with multiple applications, monitor queues, monitor peer status information and customize the appearance of the interface. The Agent user interface (UI) includes a visual queue showing all interactions for the particular agent’s assigned skills, ordered by priority. Interaction Handling The Agent Application uses interactions and queues to handle contact center activity. An interaction is a customer request and a contact center response. A queue is a list of interactions waiting to be handled. Queues are used to route interactions to the appropriate agents within the contact center and are also used to logically group interactions together by required skill (that is, sales calls, support email). Call Handling For a typical call in queue, Apropos supports the following functionality: preview the call (optional), select a call, answer or take the call, transfer or re-queue the call (optional), perform softphone functions (hold, conference), end the call, indicate a wrap-up code and perform post-interaction tasks. Apropos E-Mail Apropos has its own e-mail management application to receive e-mail, send reply e- Handling mail or create new originating outbound e-mail messages. Once an e-mail is classified and routed to the appropriate queue, an agent assigned to that queue can take it and perform the appropriate action. The E-Mail Manager is an agent tool for creating and editing e-mail and includes a number of productivity tools, such as Response Libraries, Suggested Responses, spell checking and font control. CRM E-Mail In CRM E-Mail, the e-mail is routed from a corporate mail server to the Apropos Handling Interaction Manager. When a customer service representative (CSR) is ready, the e-mail is delivered to the CRM server, where CRM-driven business rules may take appropriate actions based on information in the e-mail. Web Request A Web Request is a customer request that is made through the company Web site. Handling Information, such as name, phone number, e-mail address and other relevant data, is collected on an HTML form on the Web site. Customers can also enter text messages with their requests. A Web Request often results in a “callback” interaction that is automated and tracked by the system. Web Chat Handling Web Chat allows agents and customers to send instant text messages back and forth through a Web Chat dialogue, which the customers access through the company Web site. A Web Chat session operates similar to an Internet chat room, except that it is a private session between agent and customer. Apropos IMS also extends features and functionality to the following areas: • Resource Manager © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 16 Apropos Interaction Management Suite • Decision Manager • Configuration Manager • System Manager • Application Designer • Interaction Vault • Recording Studio • Queued Interaction Manager Third-Party Support Third-party software included with the Apropos solution includes the following functionality: • CT Connect—Intel/Dialogic switch-link software for integrating the Apropos solution with external phone systems. • PC Anywhere—a popular off-the-shelf communications package for remote troubleshooting. • FACSys—an off-the-shelf software package from Optus Software for fax applications. • Nuance—speech recognition software for the Apropos IVR • ScanSoft RealSpeak—text-to-speech software for the Apropos IVR Pricing Apropos IMS can range from $1,000 to $5,000 per agent, depending on the interaction types enabled. GSA Pricing Yes. Competitors • Avaya Definity/MultiVantage Call Centers • Aspect Enterprise Contact Server • Rockwell FirstPoint Enterprise • Interactive Intelligence Customer Interaction Center (CIC) • Cisco Intelligent Contact Management (ICM)/Cisco IPCC • Genesys G6 Suite Strengths • Among other enhancements, version 6 adds support for Sun Microsystems’ Solaris operating system environments, Java-based APIs and Oracle RDBMS. • Apropos version 6 introduces a J2EE-based open architecture with Java APIs specifically targeted for embedded solutions and support for IBM’s WebSphere and BEA’s WebLogic application servers. This positions the solution well for business application partnerships and enterprise-level customizations. © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. DPRO-108509 21 October 2003 17 Apropos Interaction Management Suite • A major strength of Apropos IMS is in the deployment of multisite virtual contact centers. The solution lowers total cost of ownership (TCO) by centralizing the administration of interaction routing rules via Apropos-driven business rules. This eliminates traditional ACD queuing restrictions, and allows Apropos to control interaction routing and escalations at any desired level. • Apropos utilizes a consulting, design and delivery methodology called Apropos Methods, which provides an estimation tool for customers who are deciding what resources are required to implement their contact center solution. Several tools for rapid implementation and integration with customer business applications are included in Apropos Methods. • The company’s application partners consist of enterprise software providers, such as PeopleSoft/J.D. Edwards, Computer Associates, Onyx Software, Peregrine Systems, Remedy/BMC, SAP, Siebel Systems and XP Systems. Limitations • Prior to version 6.0, the Apropos system utilizes a centralized router design to distribute messages to and from all Apropos Server and client processes, which can be a single point of failure. However, the version 6.0 architecture enhances that design by distributing system message routing across a network of router components. • Apropos IMS hasn’t been known as a “customizable” solution. Version 6 support for Java-based APIs looks to change that perception. • Apropos provides a fully virtual contact center architecture, whereby it can create a single queue visible across an organization to support load balancing and staffing skills/availability. However, Apropos IMS doesn’t presently support pre-call routing and Signaling System #7 (SS7) integration. Apropos will work with third-party vendors to provide this functionality, if required by a client. Insight Apropos IMS is a pre-configured, Java-based contact center suite that operates in multiple and disparate environments. Although currently not considered a player in large contact center applications, with the release of version 6.0 the vendor addresses some system scalability, flexibility and reliability issues that it hopes positions the solution to scale up competitively. Apropos’ success so far has been in enterprises looking for a bundled solution for small-to-midsize contact center environments (40-400 agents) and departmental solutions for Fortune 500 and Global 2000 organizations. The company currently has about 320 contact center customers in 17 countries. Its sales channel is primarily direct in North America and indirect globally. Apropos provides consulting, project management, integration services, installation services and training as part of its professional services portfolio. © 2003 Gartner, Inc. and/or its Affiliates. All Rights Reserved. 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