Description

Introduction to Exstream(Quadient)

Exstream(Quadient) is a customer communication management (CCM) solution that enables businesses to create, manage, and deliver personalized and automated communications across multiple channels. This platform is designed to improve customer experience by delivering consistent and relevant communications, whether they are paper-based, digital, or multi-channel. Exstream empowers organizations to streamline their customer engagement processes, enhance compliance, and reduce operational costs while ensuring that all communications are tailored to meet the needs of their customers.

Prerequisites

1. Basic knowledge of customer communication management concepts
2. Familiarity with document management and workflow automation
3. Understanding of communication channels (email, SMS, print, web, etc.)
4. Knowledge of data integration and personalization techniques
5. Experience with customer relationship management (CRM) systems
6. Familiarity with regulatory compliance requirements in customer communications
7. Basic understanding of digital transformation in customer service
8. Knowledge of cloud technologies and SaaS platforms

TABLE OF CONTENT

1. Introduction to Exstream
   1.1 Overview of Exstream
   1.2 Key features and capabilities
   1.3 Understanding the user interface
2. Designing Documents
   2.1 Creating and editing document templates
   2.2 Adding text, images, and other elements
   2.3 Formatting options and styles
3. Data Integration
   3.1 Connecting to data sources(Ref: Fiserv Core Banking Professional Training: Essential Concepts and Applications)
   3.2 Data mapping and variable insertion
   3.3 Using conditional logic
4. Output Generation
   4.1 Configuring output formats (print, email, web)
   4.2 Previewing and testing documents
   4.3 Batch processing and automation
5. Advanced Features
   5.1 Dynamic content and personalization
   5.2 Rules and scripting
   5.3 Integration with other systems
6. Troubleshooting and Optimization
   6.1 Common issues and solutions
   6.2 Performance optimization tips
   6.3 Debugging techniques
7. Introduction to Quadient
   1.1 Overview of Quadient
   1.2 Product suite and solutions
   1.3 Understanding the user interface
8. Designing Customer Communications
   2.1 Creating and customizing templates
   2.2 Document composition best practices
   2.3 Managing document layouts
9. Data Management
   3.1 Data integration and connectivity
   3.2 Data mapping and transformation
   3.3 Variable data insertion
10. Output and Distribution
    4.1 Configuring output channels (print, email, digital)
    4.2 Batch processing and automation
    4.3 Document delivery options
11. Workflow Automation
    5.1 Designing and implementing automated workflows
    5.2 Process optimization and efficiency
    5.3 Integration with other business systems
12. Administration and Maintenance
    6.1 User management and permissions
    6.2 System configuration and settings(Ref: Chef | Configuration management tool for DevOps Professionals)
    6.3 Monitoring and troubleshooting

Conclusion

Exstream(Quadient) offers businesses a powerful platform to create, manage, and deliver personalized customer communications across multiple channels. Its robust capabilities in document management, workflow automation, and compliance ensure that businesses can maintain a high level of customer engagement while optimizing operational efficiency. As customer expectations continue to evolve, Exstream’s flexibility and multi-channel support position it as a key player in the future of customer communication management. With the growing integration of AI, automation, and cloud technologies, Exstream will continue to evolve and provide even greater opportunities for enhancing customer experience and operational scalability.

Reference