CUSTOMER: E-Mail and Web Security Provider

Business Need: The client in executing their go-to-market strategy needed a partner portal where their agents and resellers could access current information including collateral, commission schedules, terms and conditions language, proposal templates, register leads and check commission payments. Headquarters marketing needed a central repository for all information that could be accessed via the web; and sales management needed to monitor reseller channel activity and results. It was essential that the portal have role based presentation of information so that the diverse and far reaching channel would have the correct information based on their location and role in the delivery chain.

Solution and Approach:Using the Portal Infrastructure, Directory, and the Document Library and Content Manager, Aspen Leaf Software provided a multifunction Partner Portal, easily maintained by the Marketing Organization. The Document and Content Management functions drawing on the Virtual File System (VFS) ensured everybody had instantaneous access to changes in information.

Applications: Partner Portal, CRM Integration, Document Management, Workflow