Cyber4All App Demo, Part 1
Summary
TLDRThis 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
💻 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.
🔧 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.
📑 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.
🛠️ 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.
🌐 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.
Mindmap
Keywords
💡Cyber for all
💡Self-service portal
💡EDI track
💡Lead generation
💡Account management
💡Order processing
💡Service optimization
💡Integration with commercial register
💡User type tracking
💡Customizable portals
💡Ransomware
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
Browse More Related Video
5.0 / 5 (0 votes)