Cyber4All App Demo, Part 1

Summary

This video script outlines the Cyber for All user experience, showcasing the backend system for managing customer accounts, services, and orders. It demonstrates the self-service portal where customers can request services, receive important information, and track their orders. The process includes creating accounts, adding contacts, validating user requests, and generating necessary documents. The system also integrates with commercial registers for data verification and offers customizable portals for different user types, ensuring a tailored experience.

Takeaways

• 🔐 The system is designed for a secure login process requiring a username and password.
• 🛠️ The backend system features include lead generation, account management, contact entry, email communication, order definition, and reporting.
• 🌐 Customers can interact with the system through the EDI track website to request services and fill out forms.
• 📝 The service request form consists of eight steps, guided by voice language, to collect necessary documents and requests.
• 🔄 The process allows for both known customers to be managed through accounts and new customers to request services via the website.
• 📑 After form submission, the information is validated and optimized by service operators before generating necessary documents.
• 🔗 The system integrates with the commercial register to verify entity data, ensuring accuracy and reliability.
• 🔑 User types are tracked, which can include clients, innovators, or partners, each with different access levels and functionalities.
• 📈 The self-service portal is customizable, allowing for different portals for various user types, such as users, innovators, or partners.
• 📊 The portal includes a matrix that defines user behavior and access, controlling what users can see and do within the system.

Q & A

What is the main purpose of the Cyber for All system?

The main purpose of the Cyber for All system is to provide a user experience that includes self-service for requesting services, a backend process for managing these requests, and a service portal where customers can view important information about existing and future services.

How does a user log into the Cyber for All system?

A user logs into the Cyber for All system by entering a username and password on the main login page and then pressing the login button to access the system.

What are the steps involved in managing customers within the system?

The steps involved in managing customers within the system include lead generation, converting leads to accounts, entering contact information, communicating via emails, defining orders, and reporting on the services provided to the users.

How can a customer request services through the Cyber for All website?

A customer can request services through the Cyber for All website by navigating to the service menu, selecting 'order', and filling out a form with eight steps that guide them through the process of providing necessary documents and order requests.

What is the process for a known customer to manage their account?

For a known customer, the process involves accessing the 'accounts' section, filling in all necessary customer information, and adding contacts related to the customer.

How does the system handle orders and services for customers?

The system handles orders and services by validating the self-service information provided by the customer, discussing options with them, optimizing the order, and then generating the necessary documents for the entity.

What is the significance of the 'generate document' button in the system?

The 'generate document' button is used to fill out the necessary forms for the entity, ensuring that all required documents for the customer's order are complete and accurate.

How does the system integrate with the commercial register?

The system integrates with the commercial register to verify data by using the UIC number to receive a link to the entity page, which aids in the final verification process.

What is the role of the 'draft mode' in the order processing?

The 'draft mode' in the order processing indicates that the orders are not yet ready for processing, as they require communication with the customer to agree on delivery dates and finalize details before the status is changed to 'active'.

How can the Cyber for All system create customized portals for different user types?

The Cyber for All system can create customized portals by defining different roles and access levels for various user types, such as clients, innovators, or partners, allowing them to access specific information and functionalities tailored to their needs.

What additional features are available on the Self Service portal for users?

The Self Service portal offers features such as the ability to request calls, open cases, create contacts, request meetings, and set tasks for the team, as well as access to resources like the stop ransomware portal, newsletters, and cybersecurity reports.

Outlines

00:00

💻 System Login and Customer Management Overview

The script introduces the Cyber for all user experience, focusing on the backend system's main login page where users enter their username and password. It highlights the system's capabilities in managing customer data, from lead generation to order processing and reporting. The process involves converting leads to accounts, adding contacts, communicating via email, and defining orders. Two pathways for customer management are described: one for known customers and another for new customers through the company's website, where they can place orders via an eight-step form guided by voiceover instructions. The demonstration uses a company from the public register to illustrate the order placement process.

05:53

🔧 Service Customization and Validation Process

This paragraph delves into the self-management portal where users can request services from the EDI. It explains how users can select services that benefit their organization and customize the service duration and start date. The script then describes the validation process that occurs after the user submits their service requests, where the system operators discuss options with the users and optimize the order. The form completion leads to the transfer of data to the backend system, where service operators verify the information and generate necessary documents for the entity. The process includes creating new accounts, assigning responsible personnel, and ensuring all documents are signed and in order before onboarding the customer onto the system.

10:58

📑 Document Verification and Order Creation

The script continues with the process of verifying documents and creating orders. It mentions the integration with the commercial register to check data accuracy and the tracking of user types, such as clients, innovators, or partners. The process of transferring order requests and creating signed and confirmed orders is detailed, including the creation of sample orders for digital maturity assessment and trainings. The orders are initially in draft mode, awaiting confirmation and scheduling by the service delivery team before being activated. The paragraph also covers the creation of a contact for the entity and the setup of self-service portals, which are customizable for different user needs.

16:02

🛠️ Portal Customization and User Access Management

This paragraph focuses on the customization of self-service portals and the management of user access. It describes how portals can be tailored for different user groups, such as dedicated campaign portals or partner portals for innovators. The script outlines the process of defining user roles and their corresponding permissions within the portal, such as the ability to create requests, open cases, and manage contacts. The process of creating a new user with access to the user portal is detailed, including the setup of a private mode instance for logging in as the new user. The user's homepage is highlighted, which includes important information sources like the stop ransomware portal, newsletter page, and a weekly cybersecurity report.

21:04

🌐 User Interface and Information Resources

The final paragraph discusses the user interface of the self-service portal and the variety of information resources available to users. It mentions the homepage's setup with sources of information considered valuable, such as a platform to combat ransomware, a newsletter page for updates, and a weekly cybersecurity report. The script emphasizes the importance of keeping users informed about threats and trends. It also suggests the potential for expanding the portal's content with more valuable information for users and outlines additional options for user activities within the portal.

Keywords

💡Cyber for all

The term 'Cyber for all' refers to an inclusive approach to cybersecurity services, aiming to provide comprehensive protection and access to cyber tools for all users, regardless of their technical expertise. In the video, this concept is central as it describes a system designed to cater to a wide range of users, from individuals to businesses, ensuring they can manage and secure their digital presence effectively.

💡Self-service portal

A self-service portal is an online platform that allows users to access and manage services without the need for human intervention. In the context of the video, the self-service portal is a key feature of the system, enabling customers to request services, submit information, and track the status of their orders, thereby enhancing user autonomy and efficiency.

💡EDI track

EDI, or Electronic Data Interchange, track refers to a system that facilitates the electronic exchange of business documents, such as orders and invoices, between different parties. The video mentions an EDI track website where customers can place orders, indicating a digital platform that streamlines business processes and improves communication efficiency.

💡Lead generation

Lead generation is the process of attracting and capturing interest from potential customers for the purpose of developing a sales pipeline. In the video, lead generation is mentioned as an initial step in the system's process, suggesting that the platform is designed to identify and convert potential customers into active users of the service.

💡Account management

Account management involves overseeing the relationship between a service provider and its customers. The video script describes how the system allows for the management of customer accounts, including adding contacts and defining orders, which is crucial for maintaining customer relationships and ensuring service delivery.

💡Order processing

Order processing refers to the series of actions taken to fulfill customer orders, from receiving the order to delivering the product or service. The video details an eight-step form for order requests, highlighting the system's capability to guide users through the necessary steps to collect all required documents and information for order fulfillment.

💡Service optimization

Service optimization is the act of improving the efficiency and effectiveness of services provided to customers. The video mentions optimizing orders as part of the process, indicating that the system not only processes orders but also aims to enhance the services based on customer needs and feedback.

💡Integration with commercial register

Integration with a commercial register involves linking a system with a database that contains official records of businesses. The video script refers to verifying data with the commercial register, which ensures the accuracy and legitimacy of the information used in the system, thereby enhancing trust and reliability.

💡User type tracking

User type tracking is the process of identifying and categorizing users based on their roles or relationships with the service. The video discusses tracking user types, such as clients, innovators, or partners, which allows the system to tailor its services and interactions according to the specific needs and capabilities of different user groups.

💡Customizable portals

Customizable portals are web interfaces that can be tailored to meet specific user needs or purposes. The video describes the ability to create different portals for various user types, such as user portals, campaign portals, or partner portals, demonstrating the system's flexibility and adaptability to diverse user requirements.

💡Ransomware

Ransomware is a type of malicious software that encrypts a victim's data and demands payment for its release. The video mentions a 'stop ransomware' portal, indicating that the system includes resources and tools to help users combat this specific cybersecurity threat, showcasing the system's focus on addressing real-world security challenges.

Highlights

Introduction to the Cyber for all user experience, showcasing the self-service portal for requesting services.

Demonstration of the back-end system login process with username and password.

Overview of system features for managing customer accounts, contacts, and orders.

Explanation of the two-way process for managing known customers and new customers through the website.

Walkthrough of the eight-step form on the website for collecting necessary documents and order requests.

Description of the self-service portal where users can request services from the EDI.

Example of how to add services to an account and customize the number of days and starting dates.

Process of validating and discussing service options with users after receiving self-service information.

Transfer of the completed form to the back-end system and the generation of necessary documents.

Illustration of the document generation process for different types of entities and services requested.

Instructions on how to sign and submit the generated documents for onboarding to the system.

Creation of a new account directly within the system and assignment of a responsible person.

Integration with the commercial register to verify entity data and ensure accuracy.

Tracking of user types to cater to clients, innovators, and other partners within the system.

Process of transferring order requests and creating orders with sample data for services.

Status update of orders from draft to active mode to indicate readiness for processing.

Customization and organization of self-service portals for different user types and purposes.

Definition of user roles and access levels within the portal administration.

Creation of a new user with access to the user portal and demonstration of the login process.

Introduction to the user portal's homepage and its various information sources for users.

Description of the stop ransomware platform and its integration within the user portal.

Discussion on the weekly cyber security report and its importance for users to stay informed.

Expansion plans for the Self Service portal content to include more valuable information for users.

Transcripts

the purpose of this recording is to

demonstrate you the Cyber for all up

user

experience uh including the self uh

filling forth requesting Services the

backand which process them the data and

the service portal where the customer is

able to see important information for

them what is existing now and what is

going to be available in the future so

we're going to start um with

the presenting the back end of the

system and this is the main page for

logging so you're having a username and

password then we pressing the Lin button

and we are getting into the system

getting inside uh you see um the

features of the system which uh are

defining uh the possibilities for manage

the the customers which are going to use

the systems of the Ed um I'm not going

to get in details but we can start with

lead Generations then we're converting

them to accounts then we entering the

contact we communicating the emails and

then um the process continues by

defining the orders and uh reporting

what was done for the

users so um usually the process can be

two ways the first way if we have a

known customer which we managing going

to get to accounts when you open the

accounts you're pressing the account

button then all the information which is

necessary for the customer should be

filled

in and when you're having the the

customer we are able to add contacts

which related to this customer user but

there is another way that is also able

to be uh accomplished because the idea

is to offer more services to the users

and this is through our Internet site so

the customer can get into the uh the

website of the EDI track here then can

go to the service menu and uh uh they

and press order

here so clicking on the order here we

having a form which is containing eight

steps and these eight steps are

explaining on the vocal language um what

should be done and what should be

entered to collect all the necessary

documents and Order requests so we going

to be able to deliv where the necessary

services to our users I'm going to do a

simple demonstration of this with the

company which I just get from the public

register so pressing next then you're

having information what is the name of

the company who is

ordering fing the

data

for e

going to select time which is small M

Enterprise but we can also select mid

cup or public

administration then we collecting the

data for representative

the numbers that I'm entering they are

just for

demonstration for

in this screen uh we are giving the

possibility the user on the self

management portal to request the the

services that they want to get from the

Ed so we're pressing ad services and

when you're getting the ad Services

you're receiving by default all the

services from the EDI and you're able to

select the one that are uh good or going

to bring benefits to your

organization I'm going to give example

you can change here the number of

days you can request the starting

date our good practices show After we

receive uh the self-service information

from the user we are generally

validating them and we're discussing

with them the options and in most case

we are optimizing the order so if when

you finish we

press going to turn this off on then we

pressing add

Services we're going to the next

screen uh this is decoration uh

regarding the small and M Enterprises

are there related so nothing

here then we having additional report

which is again you should enter one

entity it's not

related the last here that we have the

report how many people

it's a Micro

Entity are are there uh government

support receive it so the entity didn't

get any

next if there are any additional

informations

you want you

canou pressing this form you're

submitting information and one of our

representives is going to

contact have the information and in 24

hours generally somebody's contacting

you but it can happen also in 48 hours

the next thing what's happening is after

the form is

completed is that this form is

transferred to our back end system so we

placing again to the orders and we check

for the orders you're going to see that

it's automatically getting here into the

system and one of our service operators

is

opening uh the offer it's verify our the

information is okay he checks the data

uh and after he's ready with uh all the

checks that he's pressing the generate

document button generate but document

button is filling the forms which are

necessary for the entity so you can see

that they have the decoration for small

medum Enterprises they have the

decoration for the government support

and they have the decoration for the

services that they're going to request

so I'm going to open it just to give you

an example it look

like it's prefi for following the

template then this information is sent

uh to the user so he can sign it this is

uh the Declaration for for the

government

support and this is the order for

services this C customer when he signs

the um

information uh and the forms required on

the um generated documents then he's

ready to be uh on boarded on our system

and uh I'm going to open the process of

creating directly new

account and I'm going to transfer the

information

there so pressing create new

account and I'm going to start to copy

the data between

this and the other

screen e

okay after that we are signing the team

and we can assign the person who are

going to take care

about um this specific accountant user

so we pressing the save

button and this way uh the account is is

created so we are able to start to work

with the user when you receive the

signed declaration for the type of the

entity and when you receive the

information for the requested Services

we are apploading them uh into the

document section and then we're

executing the final check and after we

have this final check we are able to

start to create orders uh before I'm

going there I'm going to show also the

integration with the commercial register

because we are working with commercial

register to verify the data so after you

have the UIC number you're receiving

also the link to the entity page on the

commercial register and when you're

doing the final verification we

verification information from here and

from the other

sources what else U need to be

considered that um also we are tracking

the user type because he can be not only

a client which means receive the

services from the Edie but he can also

be in vator or other C of part kind of

partner when all the documents are okay

or we should

um click the condition I'm doing this

just to demonstrate how it is going on

and uh then we're starting the next

process where we transferring the order

request and fin finally signed and

confirmed orders for the this example

I'm going to create two orders with um

sample data so the first one is

going um digital maturity

assessment we going to go to the full

Forum so we are going to add the air

items here we have the digital maturity

assessment we have

one we saving it and then we're going to

have also one more order to recreate it

just save the

order okay save back to the to the

account we have it here so we're going

to create new one to call it uh

trainings I'm going to select select

couple of trainings from theing

10

people and

then here two

people and here we're going to

request again to

people so for this moment we can say

that we have the account we have all the

necessary documents signed we have the

orders but as you see they're in the

draft mode the draft mode means that

they're still not ready for processing

because the colleagues from the service

delivery team they should communicate

with the customer they should agree on

the delivery dates and when um

everything is fine we're just going to

change the status of the reports of the

orders so we're going to change the

status from draft to

active this one so we going to change

the

status this one active

update

and we are ready to go so this is the

the moment where the um this

organization is ready uh to start to

participate in

our experience on Self Service portal

and see how their services are delivered

but before we have um enabled the

account we should have a

contact UM for the entity so we're going

to click again on the account you're

going to get down to the contacts

safe okay

um how we are organizing Imaging the

selfservice

portals the selfservice

portals they're customizable and we can

have as

many customer portals needed currently

we have a portal which where it's a user

portal so it means for the users but as

an example we can dedicated campaign

portals when you're having the events or

we can create partner portals for the

innovators where they can on board their

customers and track the relation with

them or any kind of uh

special purpose oriented portals let me

show you how we're defining portals and

we going to log in uh to this customer

space after we enable and create for

them necessary Lins

so

Administration and we getting

to Port house as you see we're having

one portal so we're going to use it

later uh and then when we having the

portals we're having the rows it means

that for different users we can Define

different rows in this case this is what

is the behavior for our um Ed user so

they are able to see kind of content

they can

read in most cases they are not able to

edit but there are some places when they

can create so they can create request

for calls they can open cases they can

create their own

contacts uh they can request meetings

and they can set tasks to our team using

this um row

Matrix we really able to control what

the users are able to do and this is

also what they're able to see in the ed

u user portal for the users they're just

able to see information which is related

to their accounts so they have a limited

space

visibility going back to to to

Administration site we need to create a

new user which is going to have access

to the user portal so we're going to get

portal users

and we going

to so we have the broke link sample user

so we going to create it then this is

going to be his

username to copy

it Gmail

contact gender it's not

necessary um but we

are just getting for reference then

we're saying

to if if we having more portals we can

give them access to more than one portal

in this case this one um we should

s and um then we should have a password

we're going to simple

and we going to the

user okay so one point

press

save

missing is not complicated enough so I'm

going to generate it

okay so we're having a new user when

having this new user we are going to log

in from his name for so so for this

purpose purpose we having a private mode

instance where we're going to log in so

here we're going to

Wi

and we are into the system here is our

homepage where we receiving uh when

you're meeting the customers in the

front page currently we set up a number

of uh important sources for information

that we believe that they're going to be

avable for them so we have the stop

ransomware uh portal where if they have

issues with ransomware they can um click

on it and they can uh get information

identify and try to restore so this is

part of our stop ransomware platform so

we have integration from here and the

other things which we believe that are

important are um two sources of

information one is the um Ed tra um

newsletter page so here you can see all

the bxs and news which are coming from

the from the system and here on this

side you're having uh one of innovators

um weekly cyber security report so

you're able to uh to track what is going

on what is important and uh really be

aware based on the content so here I'm

going to show more details about

the content of the page you can see it's

lated 34 week cyber security

report you can have it also in a loal

language

we are open to enter more and more

information which can be valuable for

the for our

users uh but this resources this is

giving information for what's going into

Ed this is fighting against the biggest

threat which is the um ransomware and

here we have the The Weekly News which

is providing information about uh the

threats and uh Tendencies from the from

the previous

week next I'm going to show you what

other uh things are able to be used by

the user on the Self Service uh portal

and I'm also going to explain how we're

going to expand this page

content except what we have here uh we

are offering some other options so if

there are activities we can