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Product roadmap

Transcript: Colabo - 2020 Product Roadmap Feb. Feb. Vision, Rakuten, Barclays General Vision, Rakuten, Barclays Self On-boarding phase 1 Creating an experience with one assistant and one channel (Web / SMS) Customer can access one experience at a time Training the assistant to answer specific questions ('Baby' - will answer only keywords) Clipping a product and add to catalog + request an item ('I need glasses') Selecting digital assistant personality (will answer by pre-defined set of sentences) Agent can see multiple experiences at once Category: Experience Ask Attribute Enhanced way to show the agents what the customer asked for Category: Intent NLP Potential Ask Agent: A way to unify requests so that intent can re-analyze and offer relevant actions Understand when someone asks about a specific attribute in a product (do you have it in red?) Category: Intent NLP Mar. Mar. Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays Experience General Self On-boarding phase 2 Customer: Multiple experiences per customer Uploading files to enrich FAQs and Catalog Agents: View several experiences at once Experience management Category: Experience Clipper Adjustments and changes to support Buzz and platform Category: Experience Auto replies Management N/A Category: General Roles & Permissions The ability to define permissions per role Category: General Accessibility N/A Category: General NPS N/A Category: General 'Auto' graph creation V1 N/A Category: General Apr. Apr. Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays Vision, Rakuten, Barclays General Self On-boarding phase 3 Multi-channels support "Create your org" flow Facebook channel support Category: Experience Context understanding V1 A way to unify messages from customer 'I want a mattress' 'For my son' Category: Intent NLP 'Auto' graph creation V2 N/A Category: Intent NLP Graph enhancments Search Edit Add Category: Intent NLP Agent onboarding N/A Category: General Help N/A Category: General Mini-Workflow Marketing Automation Category: General Admin/Agent Dashboards N/A Category: General May. May Vision, Rakuten, Barclays Rakuten Vision, Rakuten, Barclays Vision, Rakuten, Barclays General Self On-boarding phase 4 Integrations Editable persona Category: Experience Sentiment analysis N/A Category: Intent NLP Commerce V2 Catalog improvments Cart service Category: General Search N/A Category: General Context understanding V2 A way to unify messages from customer 'I want a mattress' 'For my son' Category: Intent NLP Future! Future!

Product Roadmap

Transcript: Presented by Yogesh Bagle 5nance.com Product Strategy Trx Models Business trx models Distribution Advisory B2C Website Mobile App Offline Existing Offerings Standard Products 1) Mutual Funds (SIP and Lumpsum) 2) Loans 3) Insurance 4) Credit Cards 5) Equity Innovative Products 1) FIT-SIP (min 1K) 2) LoanGenie 3) Tax-Max 4) Goals Planning 5) Retirement Planning 6) First-Time Investment Advisory New Customer - Ideal Portfolio Existing Portfolio - Restructuring B2B2C Corp Sales - Offline Corp Sales - Tools Corp Sales - New products (Liquid etc) Channels Target Audience Channels - Corporates - Offline events - Partnerships Existing Audience Channels - Website, Mobile app - MPOnline Goals Goals to achieve 1) Max. Customer Acquisition 2) Max. Transactions per cust. 3) Max. Customer Retention 4) Max. Customer Satisfaction Problems Problems 1) Brand Awareness 2) Operational hurdles 3) No One-stop shop 4) Risk perception 5) Competition 6) No Value-Added Services 7) Corporate Penetration 8) No Tracking and exit advising Solutions Solutions 1) Brand Awareness - Marketing campaigns, Online visibility, Blogs, Press 2) Operational hurdles - Seamless eKYC, mobile accessibility of products, Sales advisory 3) No One-stop shop - Product width, Product suitability, Product visibility 4) Risk perception - Education, Scenario analysis, Downside risk info, Product comparison 5) Competition - Product innovation, User journey focus, Product bundling Solutions 6) No Value-Added Services - Live Portfolio tracking, Referral rewards, Goal achievement bonus points, Personal online financial advisor 7) Corporate Penetration - Value proposition, ROI analysis, Employee benefits plan tieups 8) No Tracking and exit advising - Periodical reports, Exit advisory, Best/Worst time to buy product 9) No Analytics or Research - News aggregation, One-stop shop for research, New Analytics features Strategy Product strategy Three-pronged strategy Target Volume Target Value Target Ticket Size Competitive Advantages Competitive Advantages User Experience at every touchpoint Quality of Advisory DIY Research & Analytics hub Customer Service Product roadmap Customer Acquisition Product roadmap Volume Value Ticket Size 1)Portfolio Analysis service 2) Online visibility-Content 3) CSA - Liquid switch product 4) Sales advisory training 1)Loans (revamp) 2) Mobile app (product access) 3) Value-added services (live portfolio tracking etc.) 1)LoanGenie 2) FIT-SIP 1K 3) FIT-SIP ELSS 4) Ideal Portfolio - SIP based Product roadmap Customer Transaction Product roadmap Volume Value Ticket Size 1)Insta-Redemption Funds 2) NPS 3) PMS 1)User Journey 2) New site plan 3) Fund Card 4) Rating rationale review 5) Product suitability 1)Financial Timeline Product roadmap Customer Retention Product roadmap Volume Value Ticket Size 1)Online financial advisor 2) CRM 1) Exit advisory 2) Monthly newsletter 1)Research - Loans, Insurance, CC 2) Analytics - Downside risk, Portfolio beta, Portfolio benchmarking Project Plan Product Innovation Product Innovation team 1) Product Advisory 2) Product Design 2) Product Research 4) Product Analytics 5) Product Delivery Chintan Product Head Chintan, Product Head - Product Advisory - Cross-Product Design - Product Delivery Yogesh Research Head Yogesh, Research Head - Product Research - Product Analytics - Industry Research - Product Innovation Tshering Research Analyst Tshering, Research Analyst - Product Research - Industry Research - Report writing

Product Roadmap

Transcript: Reports 3.0 Google Maps Edit drivers hours (EU) Performance Reports Enhanced Set-up simplified More items available for scoring Performance/Compliance/Safety concept Improved "Drivers Hours" reports (EU) Reduced (Daily) Rest taken/available - e.g. 2/3 Reduced (Weekly) Rest Available - yes/no Weekly Work (D + W) Weekly Average (WTD) - This is average hours worked calculated over reference period Camera Integration Intelligent Telematics (IT1000) Smart Witness (KP1) Need to find US options for basic and DVR convoytechnologies? Pegasus Transflo app Live at TransAM Q2 2016 "Workflow" available on Garmin device Vehicle Inspections App on Google "Play Store" Driver Performance App on Google "Play Store" "TomTom Bridge" available as an option Support "Shaping Points" Garmin (TransAM) and Treq (Coillte) Release 1.0 Categorisation User Access Customers can Create/Update/Delete Users Control what users can see/do UI/UX Improvements TMW TotalMail / TruckMate integration Further Tranztec Integrations including TMT (US) Comm Data (US) Workflow to solve "panic" escalation issue for Yusen and others Q2 2016 Support printer/Scanner in-cab Options for POD Training Videos in-cab (US) ITI Cummins Diagnostics Support for CargoBull reefer units Improve Web Service API New service to allow customers to push data to a generic table for use in scoring, custom workspace columns and widgets R:COM Portal 1.1 Create/Edit Polygons Messaging / Jobs / Workflow “Stops” widget “Alerts” widget Reefer 2-way Map tools – Vehicles nearby, distance calculation "Settings" on each widget to control content French Social Hours R&D - Research suitable technologies for Reporting and Dashboard frameworks Performance Reports Option to add custom items to scoring matrix Speed-by-Road Using Garmin device in-cab Q4 2015 Q4 2015 Integration Mobile Workforce OAK Platform Release Replacement for current BT300 product Allow fleets to use GSM voice on BT500 Customer SIM and plan only Q3 2016 Q4 2015 Q2 2016 Trailer EBS/ABS Connection to dedicated Trailer CAN on trucks or trailers. ABS activations Red/Amber Alarms TrailerID? Brake wear information Weight Tyre Pressure Info Support for all remaining “truck” controllers and loggers SR2/DAS/MPT/TTMT/Transcan/EuroScan/TouchPrint/DataCold BlackBox recording on BT500 Would be nice to deliver on Tracker also if possible Q3 2016 R:COM Portal 1.3 Dashboards Phase 2 Wizard to allow users to point at DB fields, choose graph type, timeframes, etc Embedded Systems Q1 2016 "Workflow Timeline" Single screen for driver to see Hours, Jobs, Messages, Performance, etc on a single interactive timeline Q4 2015 "Hours of Service" available on "Google Play" Requires bluetooth connection between BT500 and mobile device "TomTom Bridge" available as an option "Workflow" available on "Google Play" POD Signature Capture French Social Hours Web Portal Q3 2016 Q3 2016 Q2 2016 Q3 2016 R:COM Portal 1.2 Performance Workspace Dashboards Phase 1 (canned) "Timeline" widget to show drivers hours, job, alerts, etc on one graphic similar to drivers app Q1 2016 Q2 2016 Q4 2015 SMS support on BT500 Filter RPMs while not moving Live status reporting of events idling, pto, hard brake, hard cornering, Serious Overspeed, etc DataTrak support on BT500 Including 2-way commands Bug Fix only Q1 2016 Q1 2016 Q1 2016 ELM Platform Release Low cost alternative to BT500 OAK-Based Asset Tracker (Trial) One-platform One code base Extra features over current Asset Tracker including connection to EBS R:COM Reports

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