50+ INSTALLATIONS WORLDWIDE. 500k WHAT WE DO {

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1 ALTIAR INTRODUCTION

2 WHAT WE DO { Altiar is an easy-to-use mobile and web-based knowledge management platform. An efficient and powerful way to collate and distribute content, it allows users to locate the information they need, when they need it without needing to know where it is held and who owns it. Intuitive search functions, enhanced content management and granular access controls combine with comprehensive administration features and total configurability. This makes Altiar the preferred knowledge management solution, and a trusted partner, for a variety of global brands. 50+ INSTALLATIONS WORLDWIDE 500k REGISTERED USERS MARKETPLACE CERTIFIED ALTIAR INTRODUCTION // 2

3 OUR PARTNERS { We truly value the input and assistance from Altiar, from the initial concept right through to the final stages and the ultimate launch of our Insight Portal. We are continually working with Altiar to adapt the portal to our changing needs, and their flexible, can-do approach is vital to ensure that it goes from strength to strength. Peter Arnold, Senior Insight Manager MBNA / Bank of America ALTIAR INTRODUCTION // 3

4 YOUR TAXONOMY Adaptable and flexible, Altiar caters to your organization s requirements and can grow and evolve as required. Flexible Structure Bespoke Pages User Groups Custom Widgets

5 YOUR TAXONOMY { Flexible Structure Incorporating your existing folder setup or building a refined structure is easy with Altiar. Utilizing a combination of folders, tags and additional data, Altiar transforms a basic folder setup into a streamlined matrix structure, allowing for fast, powerful and effective searches in a manner that feels familiar to your users. Altiar Folders Altiar Tags Altiar Data Folders lie at the heart of the Altiar structure. Unlike a static folder setup, content can be returned from multiple folders in a single query. There s no need to click through nested folders, one click can return the content from all sub-folders. Altiar Tags allow for on-the-fly mark up of content with custom data. Pre-set values are not necessary here, simply input any text value that is applicable. This allows project data to be catalogued without complicating your structure. Predefined values can be combined with folders to create an efficient and lean document structure. Altiar Data can remove the need for repetition within your folder setup. Usage examples include category, report type and author. ALTIAR INTRODUCTION // 5

6 YOUR TAXONOMY { Bespoke Pages A powerful CMS editor means predefined pages can be styled and populated with content to fit your needs. An unlimited number of site pages can be created for your content including text, pictures, videos, flash and more. User Groups Create groups of users and assign targeted permissions using Altiar s dynamic role matrix. Roles can be assigned to functions, folders, media and even page content, so you can tailor site access for your entire organization. Custom Widgets It s not just the structure of the site that can flex to your organization s needs media lists, search clouds and other widgets can be customized with parameters such as target folders and tags, expiry age and a host of other settings. ALTIAR INTRODUCTION // 6

7 INTELLIGENT SEARCH A powerful and focused search helps users to find relevant content with ease. Direct Search Faceted Search Advanced Search Search Extensions

8 INTELLIGENT SEARCH { Direct Search Simply enter a search term and Altiar will do the rest. By analyzing the entirety of an item s metadata and content, weighted results are rapidly returned based on what the document actually contains and not just the name of the file. Faceted Search The faceted search supercharges a traditional browsing experience with powerful filters and instant results. With or without a search term, you can browse to locate content and drill down through result sets based on folders, tags, additional data and date of publication. Advanced Search At Altiar s core is a hugely powerful full-text search capable of performing phonic, fuzzy, synonym, weighted and range searches by including simple search operators in the query. Default weightings and search levels can be applied quickly and easily. ALTIAR INTRODUCTION // 8

9 INTELLIGENT SEARCH { Search Extensions To maximize the benefits of the core search Altiar provides a catalogue of useful extensions and features including: Search Links: Build search links with pre-populated parameters such as search term, folders and tags and embed them directly in your pages. Advanced options are provided for nested folder searches and returning results in a gallery view. Gallery Views: Switch to the gallery view to see tiled previews of your search results. With exports and downloads for images, this is ideal for branding and image libraries but works equally well for all content types. Saved Searches: Get an instant view on the latest documents and avoid having to recreate the same search time after time, by saving your previous searches and running them again later with the click of a button. Search Notifications: Receive notifications when new content is added that matches your saved searches. This can be scheduled to your own requirements, ensuring that you only receive content notifications when you want them. Paragraph Jump: Search results include hit contexts which allow you to jump directly to the pages of a document in which your search term appears. ALTIAR INTRODUCTION // 9

10 FILE MANAGEMENT Straightforward and hassle free document controls that are designed make your life easier. Intuitive Uploads File Accessibility Version Control Social Features

11 FILE MANAGEMENT { Intuitive Uploads Get content on to your system quickly and securely through a simple, easy to use, interface. Altiar supports multiple side-by-side tagging and uploads of all media types including images, video, audio and webpages. Zip files can be extracted on-the-fly and documents can be synced directly from your Google and Microsoft accounts. Web Previews Access Controls Audit Trails Altiar generates web optimized previews of your uploads so there is no need to download the original file to view its content. Text, presentation, audio, video and even zip files are converted to preview-ready formats. Flexible access controls allow you to target user groups on upload or build a predefined set of security rules to apply globally. You can also implement granular permissions such as view, download and edit for each piece of content. All file operations are fully audited so you can see exactly which users uploaded, downloaded, edited or viewed a document and at what time they did it. Audit information can be searched and filtered by file metadata and date. ALTIAR INTRODUCTION // 11

12 FILE MANAGEMENT { Version Control Perfect for changing or recurring reports, Altiar provides full versioning capabilities for your files. A scrollable control offers easy navigation to previous and later versions of a document and the search intelligently collates versions together ensuring streamlined results are returned. Social Features Altiar helps maintain user engagement by providing the ability to comment, rate and favourite documents. Comment notifications are included to cater for instant feedback updates and files can be shared with colleagues using beautifully designed HTML s. ALTIAR INTRODUCTION // 12

13 TOTAL CUSTOMIZATION The power to make Altiar your own with fully featured branding and design capabilities. Bespoke Branding CMS Capabilities Promoted Media Personalization

14 TOTAL CUSTOMIZATION { Bespoke Branding Transform Altiar into an on-brand facet of your organization s digital platform with our powerful customization toolkit. Simply assign your colours and logo for a quick solution or dive right into the very design elements of Altiar itself to meet exact branding requirements. This customization extends right through to notification templates which can be configured to meet your needs. CMS Capabilities Update on-screen content or create entirely new pages with Altiar s flexible content editor. With a simple interface, in the vein of classic word processing tools, you can manipulate text and graphical content and even add custom widgets to your site. Switch to the code behind view and Altiar becomes a fully featured HTML editor capable of constructing advanced page layouts. ALTIAR INTRODUCTION // 14

15 TOTAL CUSTOMIZATION { Promoted Media Showcase content within your organization by embedding documents directly into your pages. Ideal for roadmaps, team planners, latest projects and highlighted reports; all document types are supported and can be configured to automatically display the latest version ensuring promoted content is always relevant and up to date. Personalization Altiar provides a personalized area tailored to each individual site user. Overall usage statistics and content grids display a user s favourites, previous and saved searches and document views and uploads. Use the provided quick links to easily manage your favourites, run existing searches and edit, version or delete your uploaded files. ALTIAR INTRODUCTION // 15

16 ENHANCED SECURITY Built from the ground up with security in mind, Altiar ensures your data is secure and safely accessible. Enterprise Ready Single Sign On Custom Settings In-App Updates

17 ENHANCED SECURITY { Enterprise Ready Extensive security measures are implemented within Altiar to protect the integrity of your data. The core application is built in accordance with the latest standards and established security practices are maintained throughout. As the technology landscape changes, Altiar adapts with regular vulnerability scans and prompt updates in response to security advisories. Single Sign On To remove the need for usernames and passwords, Altiar supports a broad range of Single Sign On (SSO) providers. Single Sign On can be a hugely effective way to drive sustained usage of an application across your organization. To achieve this, common enterprise standards such as SAML 2.0 and ADFS (Microsoft Active Directory) are fully supported as is the Open Authentication protocol (via Google Sign-In). ALTIAR INTRODUCTION // 17

18 ENHANCED SECURITY { Targeted Permissions Easily configure access restrictions across Altiar with a simple permissions interface. Features including page access, media upload and administrative functions can be assigned to, or excluded from, any individual user or group of users. Secure Configuration Modify password complexity rules, enable secure socket layer (HTTPS) and tailor core settings using a straightforward setup wizard. Altiar is designed so that configuration can be stored securely on disk without the need to manually edit system files. In-App Updates Altiar s self contained application updates allow new versions of the platform to be installed without the need to involve a technical member of the organization. An automated prompt is displayed when a new release of Altiar becomes available. ALTIAR INTRODUCTION // 18

19 POWERFUL ADMINISTRATION A comprehensive administrative toolkit offers complete control over the Altiar platform. Control Panel Membership Statistics Security

20 POWERFUL ADMINISTRATION { Control Panel The Altiar control panel is designed to be simple to use but incredibly deep reaching. There are no barriers to getting started and user friendly controls mean technical knowledge is not a pre-requisite. Not limited to basic settings and cosmetic tweaks, the control panel can be used to fundamentally tailor Altiar to meet your organization s needs. User Registrations Media Management Design User registrations can be easily managed through Altiar s control panel. Avoid the hassle of manually creating new accounts and sending out passwords to your users, with automated registration notifications. Altiar provides full management capabilities for uploaded media. You can exclude search entries, replace converted files and review the status of document related tasks. Import and export tools are also included for bulk file transactions. Keep your notifications perfectly on-brand with customized designs. Altiar s templates have been carefully crafted to display consistently across all common clients and devices with no complex setup required. ALTIAR INTRODUCTION // 20

21 POWERFUL ADMINISTRATION { Membership Easily edit user details, reset passwords, assign roles and lock accounts using Altiar s membership functions. Searchable grids enable you to locate and modify details of a user within the system by name, address and their assigned groups. Statistics Dynamic charts allow usage trends including site logins, media views and search activity to be tracked across your entire organization. Altiar s statistics can also be filtered by site area, membership group or individual user and exported as flat data in a spreadsheet format. Security Manage security permissions for media, folders and tags through a simple interface. Nested rules can be pre-defined for users and groups and automatically applied to any newly uploaded content as well as being configured for existing documents. ALTIAR INTRODUCTION // 21

22 CREATIVE SOLUTIONS Altiar has the power to transform your organization s knowledge management workflow. Remote Working Multi-Geographic Your Intranet Compliance

23 CREATIVE SOLUTIONS { Remote Working With it s web based portal and mobile device compatibility, Altiar brings ultimate portability to your enterprise s workflow. Locate and view your content off-site or upload client documents to make them immediately available to other users within your organization. Multi-Geographic Altiar helps to reduce licensing and support costs by removing the need for multiple deployments of disparate software platforms. Empower your users by creating a centralized repository of information accessible from any geography and eradicate content chaos across your organization. ALTIAR INTRODUCTION // 23

24 CREATIVE SOLUTIONS { Your Intranet Altiar is designed to work seamlessly as the central hub of your organization s intranet. The powerful underlying search and document capabilities allow you to collate, promote and distribute information with ease while bespoke branding and custom pages cater for static and dynamic content such as team pages and internal or external website links. Compliance Maintaining compliance is simple with Altiar s auditing and usage tracking features. Useful in any scenario where a record of file activity needs to be kept, Altiar is able to ensure that required users have accessed a given document. Content requiring regular updates can be versioned or commented on and downloads can be easily traced and evidenced. ALTIAR INTRODUCTION // 24

25 EXTERNAL PARTNERS A secure branded environment for your external partners to share and manage their content. Project Collaboration Enterprise Platform Usage Scenarios

26 EXTERNAL PARTNERS { Project Collaboration External partners can quickly and effectively contribute to your organization s projects by uploading their own content directly onto your system. Altiar s comment and notification features help to promote partner collaboration without the need for messy trails and allow you to easily exchange ideas and feedback within a controlled environment. Enterprise Platform By providing flexible and powerful security rules, Altiar makes it possible to restrict a partner s access to their own content while ensuring that content remains open and accessible for internal users. An on-brand platform and secure uploads without size limitations make Altiar an ideal solution for enterprise partner management. ALTIAR INTRODUCTION // 26

27 EXTERNAL PARTNERS { Usage Scenarios Altiar excels in managing organizational workflows and is ideal for use in a number of real-world partner management scenarios such as: Creative Agencies: Uploaded images and video are not constrained by file size limitations and are automatically converted to preview-ready formats (including Photoshop and Illustrator files). You can tag projects and use the gallery view to browse media and export images in optimized sizes. Comments allow for direct feedback on works in progress and rapid iterations of creative content. Content Aggregation: Bypass the complexities of managing third-party content providers by leveraging the power of Altiar s automated imports and flexible CMS capabilities. Rather than visiting individual supplier portals to retrieve your content, Altiar makes it easy to consolidate reports into a searchable library with dedicated landing pages and tailored security rules for each of your providers. Professional Services: Altiar s document versioning, auditing and commenting features make it the preferred system for professional services. From initial draft through to final sign-off each action carried out on a file is audited and can be evidenced. Comments provide a simple way of discussing proposed amendments to contracts or other documents and notifying users when feedback is provided. ALTIAR INTRODUCTION // 27