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Transcript of Panoramix
FreeCell Always available Multi platform Examples:
Facebook Available anywhere Simple deployment iPhone Paradigm shift - Service based processing Best of both worlds "I don't know who discovered water, but I'm sure it wasn't a fish." Data is all in one place no integration, conversion, mapping needed Requires some form of standards and industry wide cooperation, but tremendous upside Not reliant on one single entity and easy to change parts, but no clear lines of responsibility Creative uses of technology required for seamless integrations Aggregate, Leverage, and Extend High degree of scalability Showcases and facilitates interfaces Inherently use data from other systems, don't just copy data into your system Flat/ASCII file format XML Processing and business logic in addition to traditional data exchange • Seamless integration with multiple data sources.
• Hosted or on-site installation options.
• Document management.
• Built-in advisor access via a web site or Panoramix for Financial Advisors.
• Simple, standard interface for integration with virtually any advisor system.
• Reporting capabilities broken down by the advisor or aggregated • Real-time, two-way integration with calendar and contact programs like Outlook® or Google®.
• Seamless integration with multiple data sources.
• Client, Household, or book of business reports.
• Pre-defined links to hundreds of common sites such as brokerage houses and life insurers.
• Full text search capability.
• Customize screens, lists, fields and reports to get just the information you need.
• Document management Systems should allow individuals to control what information is most important Any system should share data, processes, functionality and screens with as many systems as possible Leverage other systems. Different people within an organization perform different tasks and have different needs. One system will be either too restricting or too confusing Listen to the people using the system Provide a framework for individual customization, but balance the customization and the complexities Aggregate data from multiple sources. Rather than rely on a single system to maintain data, embrace partnerships with other systems and present their data Extend functionality and information without compromising the integrity of the source. Expose your data, workflows, and screens to other systems Keep an open mind and consider everything as a possible integration Expose your data to other systems Utilize processes and workflows from other systems and allow them to use yours Architect your products so that pieces of functionality can be shared with other programs Data, Workflow, Processes, Functionality, and Screens