Insights tagged with 'metadata'


Autumn 2019 code release

Sunday, 01 September 2019

New Functionality added:
  • Auto create workflows - Functionality has been added to enable configuration so that certain “trigger events” in asset metadata now automatically generate a workflow. Saving clients time and effort.
  • Branch Comms toolkit - We have reworked the asset distribution functionality so that emails can be created and sent to external addresses, with attached assets, from the Asset Store.
  • This has been developed in partnership with a major Building Society who wanted to empower staff across their 70+ branches to send only the latest compliant literature to customers.

'Newsletter' Functionality is now live with Prudential Insight

Wednesday, 25 November 2009

Prudential's Insight Team send out a newsletter each week detailing the latest market research items (i.e. assets) that have been added to ‘The Hub’ (the name they give to their system). Previously this would have involved writing an email, downloading files from The Hub and sending them out with the email, which was not only time consuming for the writer but also required sending sizeable attachments.

The new functionality allows selected users logged into The Hub to create a branded newsletter with editable text fields (heading, introduction etc), the ability to select which items of research should appear within the newsletter (including certain metadata) and email this out to distribution lists. The branded email that is received then contains the entered text and the research item details along with a link to download the item directly from the Research Library (Asset Store).

The result is a simple, streamlined newsletter that provides consistency and saves both time and precious inbox space.

If the Newsletter functionality sounds ideal for your be the brand solution, please contact your Account Manager for more information.

Prudential Expands use of Prustore beyond Marketing

Saturday, 15 July 2006

After 12 months of running their marketing literature creation and sign off processes, and storing all materials via Prustore, Prudential are now rolling out Prustore to other areas of the business - thus further increasing its benefits. Over 9,000 projects (each equating to creating or updating a piece of literature or web page) have been run so far with a full audit trail of approvals easily accessible as per FSA requirements.

First to come on board was PruHealth (a joint venture with Discovery - a South African company) who went live in March 2006 after a short proof of concept. Where necessary, Prustore has been tweaked to accommodate variations in their workflow process.

The Customer Response Unit (CRU) went live in May and use Prustore to store, access and update all templates of all customer facing letters and post sale support.

Customer Services are likely to be the next area of the business to begin using Prustore and are currently going through the scoping process to agree their exact needs and required processes.
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