Maestro - Online Demo

Summary

The video script showcases a demo portal designed for small to medium-sized businesses, emphasizing its customizable interface and single-touch functionality. It highlights features like real-time revenue tracking, GPS-integrated device status, POS integration, inventory management, and accounting with QuickBooks. The portal also includes IoT capabilities, digital signage, social media feeds, a support desk, and a service catalog for streamlined ordering. The speaker emphasizes the importance of a full-service, end-to-end solution and the team's commitment to helping businesses manage and grow efficiently.

Takeaways

• 🎨 The demo portal is customizable and can be branded for any business to meet specific design and functionality needs.
• 📊 The portal provides a single glance view of business metrics such as daily revenue, year-to-date revenue, and location performance.
• 📍 GPS coordinates are integrated with a map to show the status of devices, including model, MAC address, and last check-in time.
• 🛒 The point of sale (POS) systems from various providers can be integrated, showing transaction details like credit/debit card usage and pending items.
• 🍩 Inventory management is featured, allowing for analytics and alerts when stock is low, with the ability to set up reordering.
• 💼 Accounting integration, specifically with QuickBooks, is highlighted, providing real-time profit and loss visibility for business owners.
• 📈 The system supports building custom reports for accountants, facilitating weekly, monthly, and yearly financial analysis.
• 👀 Surveillance capabilities are offered, with options for various camera packages, and the ability to monitor and manage digital signage remotely.
• 📱 IoT functionality is demonstrated with digital signage that updates in real-time, showing the current state of screens at the business location.
• 📱 Social media feeds can be integrated, pulling in content from platforms like LinkedIn, Twitter, and Instagram for marketing and reputation management.
• 🛠️ The portal includes a support desk for submitting tickets and a service catalog for easy ordering and approval processes.
• 💡 Ideas and feedback can be submitted through the portal, contributing to the future roadmap and feature additions for business improvement.
• 📚 A knowledge base is provided for troubleshooting and accessing manuals, ensuring business owners can find solutions without needing to call support.

Q & A

What is the purpose of the demo portal shown in the script?

The demo portal is designed to demonstrate a customizable business management interface that integrates various business functions such as revenue tracking, point of sales (POS), inventory, accounting, surveillance, IoT, and digital signage into a single, easy-to-use platform.

How can the look and feel of the demo portal be customized?

The look and feel of the demo portal can be customized to suit the branding needs of a specific business, allowing it to be tailored to match the business's unique identity and preferences.

What does the revenue tracking feature on the demo portal show?

The revenue tracking feature displays current day's revenue, its comparison with the previous day, and year-to-date revenue, allowing users to monitor financial performance at a glance.

How does the demo portal handle multiple locations for a business?

The portal allows users to view and compare data for multiple locations using a graph, which can be customized to show each location's performance and can be adjusted using selection buttons.

What POS systems can be integrated with the demo portal?

The demo portal can integrate with various POS systems including Square, Clover, Heartland, and Harbor Touch, allowing transaction data to be displayed and analyzed within the portal.

How is inventory management presented in the demo portal?

Inventory is managed through a stock count feature, which can be used for analytics to determine when inventory is low and potentially trigger reordering or other actions.

What accounting integration is mentioned in the script?

The script mentions integration with QuickBooks, allowing for real-time profit and loss tracking, which is crucial for small to medium business owners to understand their business's financial health.

What is the significance of the surveillance feature in the demo portal?

The surveillance feature allows for monitoring through multiple camera packages, providing a way to oversee business operations and security from a centralized location.

How does the demo portal handle digital signage?

The portal uses a solution that captures screen images from digital signage, updating them in real-time, allowing business owners to remotely monitor and manage what is displayed on their screens.

What social media integration is available in the demo portal?

The portal can integrate social media feeds from platforms like LinkedIn, Twitter, and Instagram, providing a consolidated view of social media activity for marketing and reputation management.

What support and service features are included in the demo portal?

The portal includes a support desk for submitting tickets, a service catalog for ordering, an ideas submission feature for future roadmap items, and a knowledge base for troubleshooting and accessing business-specific information.

Outlines

00:00

🛠️ Customizable Business Portal Demo

The speaker introduces a demo portal designed for businesses, emphasizing its customizable nature to fit various branding needs. The portal allows for a quick glance at key performance indicators like revenue, with interactive charts showing data for different locations. GPS coordinates and device status are integrated, and the look and feel can be adjusted. The portal also includes point of sales integration, inventory analytics, accounting integration with platforms like QuickBooks, and real-time profit and loss reports. Surveillance and IoT functionalities are highlighted, with options for various camera packages and digital signage updates. The speaker mentions the portal's ability to capture metrics and analytics crucial for business operations.

05:00

🔧 Comprehensive Business Solutions and Team Recognition

The speaker discusses the comprehensive nature of their business solutions, which include not only the portal's features but also tools for reputation management, marketing campaigns, and support desk functionalities. They mention the ability to order supplies and the importance of the management layer in orchestrating device and technical solutions for business use. The speaker also acknowledges the team behind the development and integration of these solutions, highlighting the collaborative effort across various departments. They emphasize the end-to-end service model, the importance of understanding individual business needs, and the goal to help businesses solve their unique challenges.

10:09

🎵 Closing Remarks and Music

The final paragraph is a brief closing with music, indicating the end of the presentation or demo without any specific content to summarize.

Keywords

💡Demo Portal

A demo portal is a virtual space where a product or service is showcased to potential users. In the video's context, it is a customizable interface designed to display business data and analytics in an accessible and user-friendly manner. The script mentions that the demo portal can be branded for different businesses and includes features like revenue tracking and location mapping.

💡Branding

Branding refers to the process of creating a unique name, symbol, or design that identifies and differentiates a product or service from others. In the script, the presenter mentions the ability to customize the demo portal's appearance to match a specific business's branding, which helps in creating a cohesive and recognizable user experience.

💡Revenue

Revenue is the total income generated from the sale of goods or services by a business. The video script discusses the importance of tracking daily revenue and comparing it with previous periods, such as noting a 6% decrease from the previous day, to understand the business's financial performance.

💡Year-to-Date Revenue

Year-to-date revenue is the total revenue a business has earned from the beginning of the year up to the current date. The script uses this term to illustrate how the demo portal can provide a comprehensive view of a business's financial health over time.

💡GPS Coordinates

GPS coordinates are the geographical coordinates, such as latitude and longitude, determined by the Global Positioning System. In the script, GPS coordinates are used to map business locations and provide a visual representation of where each business operates.

💡Point of Sale (POS)

Point of Sale (POS) refers to the location where a retail transaction is completed, typically involving the exchange of goods or services for money. The script mentions integrating various POS systems into the demo portal to track transactions and payment methods in real-time.

💡Inventory

Inventory refers to the stock of goods available for sale in a retail or manufacturing setting. The video script discusses how the demo portal can track inventory levels, such as donuts in the example, and perform analytics to determine when to reorder supplies.

💡Accounting Integration

Accounting integration involves linking a business's financial management software with other systems to streamline financial operations. The script mentions integrating Clover with QuickBooks to provide real-time profit and loss statements, which is crucial for small to medium business owners to assess their financial health.

💡Surveillance

Surveillance refers to the close observation of a place or group for purposes of control or security. The script describes a surveillance package that can accommodate multiple cameras, allowing business owners to monitor their premises remotely and ensure security.

💡IoT (Internet of Things)

IoT, or the Internet of Things, is a network of interconnected physical devices, vehicles, and other objects embedded with sensors and software that enable them to collect and exchange data. The script touches on IoT in the context of digital signage, where screens can be remotely monitored and managed.

💡Digital Signage

Digital signage refers to displays that show information, advertising, and other content at various public locations. The script describes how digital signage can be integrated with IoT to update content in real-time and monitor what is being displayed on screens across different locations.

💡Social Media Feed

A social media feed is a list of content posted by accounts that a user follows on social media platforms. The video script mentions integrating social media feeds into the demo portal to display the latest updates from various platforms, which can be useful for reputation management and marketing.

💡Support Desk

A support desk is a point of contact for customers seeking assistance with a product or service. The script mentions a support desk functionality within the demo portal, allowing users to submit support tickets and receive help as needed.

💡Service Catalog

A service catalog is a list of services offered by a company that can be easily ordered by customers. The script describes how the demo portal includes a service catalog feature that allows for easy ordering of items like ingredients for a donut shop, streamlining the ordering process.

💡Ideas and Roadmap

Ideas and roadmap refer to the collection of suggestions for new features and the strategic plan for future development. The script mentions a feature for submitting ideas and viewing future roadmap items, indicating a commitment to continuous improvement and innovation.

💡Knowledge Base

A knowledge base is a repository of information and support materials, such as troubleshooting guides and manuals. The script describes a knowledge base within the demo portal that provides users with resources to solve common issues without needing to contact support directly.

Highlights

Introduction to the demo portal with customizable branding for businesses.

Demonstration of a single glance, single touch interface for quick business insights.

Real-time revenue tracking with comparison to previous days and year-to-date performance.

Multi-location tracking with the ability to view performance on a single chart.

GPS coordinates integration with device status monitoring on an interactive map.

Point of Sales (POS) system integration with various payment processors.

Inventory management with analytics and automated ordering suggestions.

Accounting integration with real-time profit and loss visibility.

Customizable reports for accountants with various time frame options.

Surveillance system with camera integration and status updates.

IoT enabled digital signage with real-time updates and remote management.

Social media feed integration for reputation management and marketing.

Support desk functionality for submitting and managing support tickets.

Service catalog for streamlined ordering and vendor communication.

Ideas submission platform for future roadmap planning and feature additions.

Knowledge base for troubleshooting and accessing business-specific manuals.

Team introduction emphasizing the collaborative effort behind the platform.

Discussion on the importance of management and orchestration layers in IoT solutions.

Emphasis on being a full-service, end-to-end solution provider.

Highlighting the need for understanding individual businesses for tailored solutions.

Transcripts

[Music]

[Applause]

[Music]

so this

right here this is our demo portal and

and before i get into it

the the look and feel here is as it can

be

made any in any to look any way we want

it to

um we can brand this for a certain

business

and i want to be careful um because

we're working with some people now that

we want to we're actually doing those

things and we're quite excited um some

of that we can't show at this point in

time

um but but we can make this look any way

you want to

the whole point here is to make this

single glance single touch

so you can look at with this example

here on the home page is the revenue

so you can look at today's revenue it's

down six percent from yesterday but your

year-to-date revenue is

is on the right side you can actually

look at

multiple locations on this chart with

this graph to show each location and

what they're doing

and you can change those selections uh

however you want with these buttons over

here

right so for this particular demo that

we have it's it's two locations and i'll

show you those

okay so you've got actual gps

coordinates in the

in the google map put on each one of

those but you can actually click on this

and then it'll show the status of the

device

um the model the mac when any amount of

information and we can change that look

and feel

to however you like but it does tell you

that everything's working correctly

and and when it was put up and the last

time it was checked

so that is that piece of it um we've

integrated

the point of sales and and to show you

this we've kept this fairly simple

just to show this in a table but we can

actually make

the graphs and charts out of this as

well but

the the point with this piece is you can

take the pos

whether it's square whether it's clover

whether it's heartland or

harbor touch we can actually integrate

that on the back end so as you make

those transactions it's going to show up

on your on your page it'll tell you

whether

it's a credit card or a debit and the

credit card is the pending items

um it tells you how many uh et cetera so

you can build all that into the

portal as well the next piece is the

inventory so

so this one on our demo we have the the

donuts

and so you've got a stock count but you

can do a lot of analytics based on that

so you can

you can talk about if your inventory is

low you can set up something to

make another order a number of different

things that you can do with that

but it's all in one place and that's

what's really important

um the next piece is on the accounting

so uh for this particular one

we've integrated the clover with the

quickbooks

and and so we've got that information

here as well

um 95 of the small medium business

owners and

working with multiple that that have

this issue they're not able to tell

you or themselves whether they're making

a profit how their business is doing

so with this they can actually look at

this profit and loss and have this in

your real time

and and that's a really invaluable

valuable piece for them

the other thing we can do is we can

build reports off of this

for the accountants so you can do um

weekly monthly yearly reports and put

all that in

and all of the analytics we can there's

so many things that that we can do to

capture the metrics of the business here

the next piece is on the surveillance um

we have packages for

two four eight even up to 16 cameras

uh depending on the requirements for

each location

and this is just a representation of of

that functionality so

again everything's in one spot here

now from a iot perspective this is a bit

more interesting

um for the digital signage so if you've

got a menu board and

and these are the the ones that we have

set up here at hexa

to show that um but it actually takes a

screen capture and if you notice here

the time and the date and then the

actual weather there's

rss feeds you can make this a menu board

um there's there's a number of things

you can do this is the same solution

refresh you'll see it update so

yeah there's the update there um so so

it always keeps

keeps track of what's going on on those

screens and if you own

a restaurant or some retail shop and

you're

traveling in the other side of the

country you can actually just log

in and you know what's on those on those

screens at your place of business at any

given time

or if you need to make a change or use

that for evaluation purposes

so just to note that they're actually

these are

three raspberry pi's that are actually

configured for digital signage and it's

actually pulling

a png screenshot from these

as it pulls so um we can actually look

across the way we've got an office set

up with all these

digital signs and this is actually a

real in the uh within a within one to

five minutes depending on the polling

periods

yes of actually what is actually on the

screen at that moment

yes and so you'll see when we refresh

those time stamps will update

yes and then um on the next piece here

is on the

the social media feed so there's we've

got basic functionality here but we can

tie

in all of the linkedin twitter instagram

uh

and and others right to pull in to show

that

the latest for this version we've we've

just done the ones for architect et

cetera where's

um advertising this meeting itself

actually

um but there's a there's there's a

number of things you can do

with this on on the back end with regard

to reputation management google reviews

yelp reviews

and get marketing and ad campaigns and

put those pieces together

that's that's kind of our basic standard

package but i wanted to show you here

too is that we've got

um the tool desk support desk

uh functionality so if you wanna if

you're having an issue with this you can

actually go in

and open the support ticket type in what

you want

and and submit that ticket and you can

do that at any given time so you can

always do that

via the portal or contact us directly 24

7.

the service catalog functionality that

allows you to do ordering so with the

donut example i mentioned if you're

ordering flour milk sugar sprinkles

you can actually put that package in one

time and then just click on that

to make an order for uh those new items

and it just

and you can set that up for an approval

you can set that up to go automatically

to your uh

vendor a number of different ways that

you can set that up and it's just to

make life easier and take advantage of

the tools that we're providing

the next price part here is the ideas

um as you you know and we're getting a

lot of ideas which is which is wonderful

um but we can go in and submit those and

look at

future road map items and feature

editions and and things to improve their

business

because we we are operating on a new

model it's one that's not a traditional

model

um so we're always coming up with uh new

ways of thinking

and new ways of working so it's great um

you can check on your status of any

incidents requests that you've opened in

the past

and then we also have a knowledge base

and for now right now we're calling it a

fact so you can actually go in

the bottom here and if you have

troubleshooting

or anything with clover or your digital

signage you can basically

click on these and and and get that

information without having to

to call anybody um you can have employee

manuals in here you can have operating

manuals in here or anything that's

specific to your business you can put in

there

major announcements here and then and

then uh tips

tips and tricks so um that's that's it

for the

demo part of it um i want to

pull back to the meeting there okay

and i think the slides i pushed the

wrong one sorry guys

there it is okay um go back to the

slides there

and um i wanted to take just a moment

and talk about the team because one of

the things that

um you know it's chris and i are talking

today but there's a lot of other people

behind the scenes and in front of the

scenes

uh making this happen so i wanted to to

take a moment because

you know from the business development

from the creative media from the

developer integration perspective from a

quality assurance

perspective it's really been a team

effort and i'm very proud and honored to

have

been working with these guys and looking

forward to our future together um

so just to recap um it's really

important

that the management layer and

orchestration layer

are really critical to bring the device

and technical solutions

to the business place and then make them

work as one

um one of the things that uh with my

background and i've got an extensive one

in iot with device connection platform

um

from my days at ericsson and and that

was always one of the big struggles is

like we can connect all these devices we

can

do all these wonderful things but how do

we put that into a layer

or how do we manage that so that the

average person could use that and so

it's been a

a long process to get to where we are

now but this is something that

we've successfully done and we want to

do that and then we want to bring that

to the small medium businesses because

they just don't have access to it

um and then the other piece i want to

take away with is the

we are a full-service end-to-end

solution we know there's a lot of niche

solutions niche functionality and we can

do the integration or we can be the

integration services vendor or the

managed service provider

and also with that consultancy it's

really important to understand each one

of these individual businesses

how they currently work how they

envision them to work

and how we're going to get there so

that's the point here we want to help

them solve their problems

[Music]

[Music]

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