Verint Enterprise Feedback Management TM. EFM 15.1 FP3 Release Overview October 2016

Transcription

1 Verint Enterprise Feedback Management TM EFM 15.1 FP3 Release Overview October 2016

2 Table of Contents Welcome to 15.1 FP Advanced Dashboard... 1 Custom Filters By Question... 2 Custom Filter Groups... 3 Share Advanced Dashboard... 4 Geolocation data support... 5 Respondent Distribution Map... 5 Statistics Map... 6 Location as part of Panelist Basic Profile... 6 Survey Logic by Respondent Location... 7 Location Everywhere... 8 Enhanced Data Stores... 9 Other Enhancements Respondent System Information Auto Number Questions Custom Width for Fill in The Blank question Topics Flag icons support on Language Page Advanced Text Editor Improvements (Link support and other features) Data Filtered by the currently Logged in User Embed Question into Multi-variable Trend Chart and Trend Table report elements Other Improvements Performance and Security System Requirements Servers (On-premises deployments) Browser for Survey Participants Browsers for EFM Users Feedback Intelligence Users Verint. Powering Actionable Intelligence Unauthorized use, duplication, or modification of this document in whole or in part without the written consent of Verint Systems Inc. is strictly prohibited. By providing this document, Verint Systems Inc. is not making any representations regarding the correctness or completeness of its contents and reserves the right to alter this document at any time without notice. Features listed in this document are subject to change. Contact your Verint representative for current product features and specifications. All marks referenced herein with the or TM symbol are registered trademarks or trademarks of Verint Systems Inc. or its subsidiaries. All rights reserved. All other marks are trademarks of their respective owners Verint Systems Inc. All rights reserved worldwide.

3 Welcome to 15.1 FP3 In October 2016, Verint will release version 15.1 FP3 of the Enterprise Feedback Management (EFM) solution. Verint Public Cloud SaaS customers will receive this update as part of their regularly scheduled maintenance window, and no further action will be required. Customers with special release maintenance criteria will be assigned separate upgrade dates based on mutual agreement with their Verint Account Managers. Customers with the application installed on premise will receive a separate notifying them that the release is available according to the terms of the maintenance agreement. Advanced Dashboard With the release of EFM version 15.1 FP3, EFM users will be able to create truly interactive dashboards. Advanced dashboards are survey-specific dashboards that support creation of multiple dashboard filters using questions in that survey, including the organizational hierarchy question. Create Advanced Dashboard and select a Survey Page 1

4 Custom Filters By Question In addition to supporting creation of filters based on question choices, Advanced Dashboards also allow creation of custom filter criteria, where Dashboard users can group different choices or text based criteria to achieve the desired filtering experience. Add user filters to Advanced Dashboard using Edit Filters Page 2

5 Custom Filter Groups In addition to supporting creation of filters based on question choices, Advanced Dashboards also allow creation of custom filter criteria, where Dashboard users can group different choices or text based criteria to achieve the desired filtering experience. On the image below, NPS filter is just a grouped representation of a Support Rating question choices. Filter on the Dashboard using Basic and Custom criteria Page 3

6 Share Advanced Dashboard EFM users can further to share the Advanced Dashboard with other users within the organization or with other users in custom-defined user groups. Share Advanced Dashboard Page 4

7 Geolocation data support EFM 15.1 FP3 now allows survey authors to capture and report on respondent location data.. With the respondent location data available in EFM, the survey-taking experience can be precisely personalized using survey logic tools like Branching, Conditional Visibility, Quota, and Piping. The Reporting experience has also been updated to support Location data at all levels, including two brand new interactive report elements. Respondent Distribution Map The Respondent Map element visualizes Geographical distribution of Survey respondents. The Respondent Distribution map supports drilldown so that you the report author can drill in from a World Map to a Country level, up to State or Region level for supported countries. This report element can be added to any report, dashboard, or be distributed as a public widget. Respondent distribution drillable map Page 5

8 Statistics Map Location-based reporting can also be applied to key survey metrics using a Statistics Map. It allows to easily visualize statistics of survey responses for a specific question by geography and visualize how the average satisfaction varies by different locations. Statistics Map supports drilldown as well as report filtering and can be added to any report, dashboard, or be distributed as a public widget. Question responses distribution by location Location as part of Panelist Basic Profile In the latest version, location data became part of Basic Panelist Profile and now Panelists can be filtered by location data, so that user can easily select only the panelists from a specific Country or City. Location data as a part of Panelist Basic Profile data Page 6

9 Survey Logic by Respondent Location With 15.1 FP3, survey flow within EFM can be customized for each Participant based on their geographical location. All advanced survey logic criteria including Branching, Conditional Visibility, Quotas and Piping support Location data. Location based Branching, Conditional Visibility, and Piping Quota based on Location Page 7

10 Location Everywhere With EFM 15.1 FP3, Respondent location is now throughout the application. In addition to all the areas already mentioned, it can be used within and Case Triggers, Reports and Responses filtering, Response Manager, Participant Management, Survey Engine API, as well as EFM APIs. Trigger Criteria by Location Location information on Response Manager Page 8

11 Enhanced Data Stores With the latest version of EFM, the process of running transactional surveys and working with transactional data has become much simpler. Now based on the imported Data Store data, the user can configure triggers to Add Participants to a Survey, Update Panelist Profile, or initiate the creation of a case. Event Triggers In addition, a new data type Element of Set has been added to improve reporting using a data type that is similar to using Choose One questions within a survey (like Gender, Customer Type, Company Division, or Rating). Element of Set data type available Page 9

12 To further improve the experience of working with imported data from external sources, a new Values tab was added for Data Stores in15.1 FP3. Now users can assign appropriate Report Labels, Report Values, and Export Values to their Data Store fields. Report Labels, Report Values, and Export Values for Data Store fields Many smaller but still important updates were also implemented to make Data Stores functionality better and easier to work with. Here are some of them: Easier Data Store creation and data type definition: EFM automatically suggests the most suitable data type for all Data Store fields. User still can change it manually if needed Users can import data to a Data Store without a heading row in it Response Manager data now can be filtered by values from connected Data Store fields Page 10

13 Other Enhancements In addition to key features mentioned above, EFM 15.1 FP3 includes many smaller, but still worth mentioning improvements. Respondent System Information System-level respondent data including OS and Browser information is now available in EFM within Response Manager and Report filtering. Respondent System Information on a Response Manager and Report Filtering Page 11

14 Auto Number Questions One more incredibly useful feature introduced in EFM 15.1 FP3 is questions auto-numbering. Now it is easy to order all questions within the survey sequentially once a survey is ready. Auto-Number Questions Heading Custom Width for Fill in The Blank question Topics The look and feel of the Fill in The Blank question now supports a Text Area Width property. Customizable width for the questions with multiple text inputs Page 12

15 Flag icons support on Language Page To make language selection more intuitive, EFM 15.1 FP3 allows showing country flags together with Languages list. Country Flags on Language Selection page Advanced Text Editor Improvements (Link support and other features) In multiple areas of the application, including Survey Designer, and Case Triggers, Invitations, Reminders, and Case s, the advanced Text Editor pane has been updated and now contains the Hyperlink manager icon. In addition, for most of the areas listed above, options like Bullet List, Numbered List, and Alignment are now available. Text editor pane with new options Page 13

16 Data Filtered by the currently Logged in User Report and Dashboard viewing experience can now be personalized by using the Logged in User Filter option. This applies to any reports based on one or multiple surveys containing Employee External ID system question. Filter report to show only data for currently Logged in User Embed Question into EFM now supports embedding a question from page 1 of a survey using the Insert Response option on the invitation designer. Insert Responses option on Invitation designer Page 14

17 Multi-variable Trend Chart and Trend Table report elements EFM reporting users can compare response data from up to 4 (four) separate questions on the same Trend Chart or Trend Table. Comparing different questions responses on one Trend report element Other Improvements Organization Hierarchy can now be imported and exported using EFM user interface and APIs Case Management and Survey Event Handler API improvements Feedback Intelligence management improvements Performance and Security In EFM latest release system security was significantly improved, many background tasks optimized to minimize their impact on the actions users perform. Page 15

18 System Requirements Servers (On-premises deployments) Supported Server Operating Systems Windows 2008 R2 x64 SP1 Windows 2012 R2 x64 Supported Databases MS SQL Server 2008 R2 SP1 MS SQL Server 2012 SP2 MS SQL Server 2014 Support for Windows Authentication and MS SQL username/password Authentication Oracle 11.g Oracle is not supported for installations with Feedback Intelligence Browser for Survey Participants Supported: IE 8 + Edge Firefox (Current and prior version) Safari (Current and prior version) Opera (Current and prior version) Chrome (Current and prior version) Browsers for EFM Users Supported: IE 8 +, Microsoft Edge NOTE: IE 8 will no longer be supported with the next release Firefox (Current) Safari (Current) Chrome (Current) Feedback Intelligence Users Users of the optional Feedback Intelligence Add-on may access features of SAP s Business Objects 4.1 and require a browser meeting Business Objects requirements. Browser requirements are summarized here, for full details consult the Business Objects 4.1 Supported Platforms (PAM) guide. Supported Browsers: IE 8 + (32 bit only, restrictions on the desktop OS apply to each browser) Safari 7 SP03 (64 bit) Chrome (32 bit only) Java: A Java Runtime Engine is required. Oracle JRE 7 and 8 are supported. Verint. Powering Actionable Intelligence. Verint is a global leader in Actionable Intelligence solutions with a focus on customer engagement optimization, security intelligence, and fraud, risk and compliance. Today, more than 10,000 organizations in 180 countries including over 80 percent of the Fortune 100 count on Verint solutions to make more informed, effective, and timely decisions. Page 16