Genius PPT Ltd

Collections CRM (Debt Collection & Enforcement Case Management)

The Adept system is a configurable hosted collections, debt recovery and enforcement case management system or CRM used by both desktop and field based users. The system is seamlessly integrated into our hosted dialler system to provide a comprehensive end-to-end product offering for the modern collections or enforcement operations

Features

  • Debt Collection Case Management
  • Real Time & Historical Reporting & MI
  • Customised & Intelligent Workflows
  • Resource Control, & Workflow Forecasting
  • Remote, Field Based and Mobile Access
  • End User Customisation & Configuration
  • Finance System Integration
  • Document Management
  • Integrated Hosted Dialler/Payment Processing/Email/SMS Available

Benefits

  • Increase Case & Call Handling Volumes
  • Increase Collector Performance Visibility, Market Leading MI Capability
  • Automated & Configurable Workflows
  • Customised Screen Layout & Workflow Ensures Exact Process Fit
  • APIs to link to any internal/external/3rd Party Systems
  • Flexible Data Import & Export Capabilities
  • Fully Integrated Wider Contact Centre Product Suite - Supersystem Capability
  • Customisable & Automated Reporting or Data Warehouse Extract Integration
  • Enhanced Resource Visibility - Advanced Forecasting & Visibility Tools
  • Configurable Field or 3rd Party System Access

Pricing

£66 to £200 per licence per month

Service documents

G-Cloud 9

735675995997549

Genius PPT Ltd

Barry Crawford

0141 280 0275

bcrawford@geniusppt.com

Service scope

Service scope
Software add-on or extension Yes, but can also be used as a standalone service
What software services is the service an extension to Hosted Dialler System with Agentless Payment Processing Software (DTMF tone suppression, customer enters details via telephone keypad at home) - Screen Recording - Call Recording - SMS - Email - Call Monitoring - Quality Assurance Assessment Software, Field based (or any third party) processing and app access.
Cloud deployment model Private cloud
Service constraints Not Applicable
System requirements Windows Operating System

User support

User support
Email or online ticketing support Email or online ticketing
Support response times Email, online and telephone support are available 24/7, with out of hours service levels also agreed as part of any contract agreement.
User can manage status and priority of support tickets Yes
Online ticketing support accessibility WCAG 2.0 A
Phone support Yes
Phone support availability 24 hours, 7 days a week
Web chat support No
Onsite support Onsite support
Support levels Outside of our 24/7 access to helpdesk and support teams, every contract is assigned a dedicated technical account and project manager for contract contact consistency and knowledge of end delivery processes. Support and maintenance costs are fully inclusive in our dialler licence model, there are no additional support costs or associated varying levels of support provided.
Support available to third parties Yes

Onboarding and offboarding

Onboarding and offboarding
Getting started Every installation is supported by onsite training at initial roll out, as well as online training and user documentation. Onsite training is also be provided post go-live also.
Service documentation Yes
Documentation formats PDF
End-of-contract data extraction This is generally managed via a managed SFTP data transfer process where we pass back any data held on our systems before purging upon contract termination (unless any follow on retention periods have been specified in teh contract requirements), but can be tailored to individual contract requirements also.
End-of-contract process Upon termination of service, all data would be returned at no additional cost. Cost would only be incurred if it involved the purchase of hardware outside of a standard secure SFTP repatriation.

Using the service

Using the service
Web browser interface No
Application to install Yes
Compatible operating systems Windows
Designed for use on mobile devices Yes
Differences between the mobile and desktop service The application could be accessed from mobile devices, as well as custom web applications created for tablet based access for say field operators with content on the app focussed on the key features they need to carry out their role to make teh process even more streamlined.
Accessibility standards WCAG 2.0 A
Accessibility testing None to date, but we are happy to do that as part of any contract requirements.
API Yes
What users can and can't do using the API Adept contains a number of flexible API interfaces falling into two categories; the native Adept API and bespoke customer API’s.

The Native API is used by the UI and Genius utilities and services. This is a RESTful service running over HTTPS, the service is implemented as a single method ‘Request’ which accepts a variable number of parameters and supports all operations from configuration to record creation, updates and document creation etc.

We recognise that our client’s may have a variety of requirements and therefore provide the option of a bespoke or custom API also, this may be SOAP or REST, JSON or XML and utilise the native API to perform operations, they implement a subset or indeed all the available commands, any interaction possible using the Desktop Client is also available via the APIs.

API access is subject to the same permissions and security model as a desktop user, connections can be restricted in the level of data they can access, and restrictions can be placed on what – if anything – can be modified
API documentation Yes
API documentation formats PDF
API sandbox or test environment Yes
Customisation available Yes
Description of customisation Every element within the system is customisable; screen layouts, system workflows, system actions, agent worklists, account note history, document production and management, management information & reports, automated profit & loss reporting and more.

Each installation can be tailored to the individual client and process it is to be used by.

Case screens are fully customisable both for initial roll out, thereafter also fully customisable and configurable and administered by the end user real time and locally using simple easy to use configuration wizards . Multiple data ‘tabs’ are configurable onscreen for ease of interpretation of multiple debts, linked case records etc, the progress/status/notes of each all auditable onscreen.

Scaling

Scaling
Independence of resources Our cloud deployment model and data centre based delivery model ensures no capacity scaling constraints, either on lead times or physical volumes. We have access to unlimited bandwith, hardware, utilities, telecoms providers and parallel redundancy measures ensures unlimited scaling and capacity capabilities. On top of this, we also use a number of live and automated system monitoring devices for all software and networks.

Analytics

Analytics
Service usage metrics Yes
Metrics types Reports can be produced based on any (or mix of) populated database fields. Our comprehensive reporting suites include reports on every call handled, account accessed, note entered, action instructed, letter or process generated, configuration setting changed, email sent, sms sent, payment processed etc, down to the most granular level of transactional detail or highest level KPI all exportable in any format from the system, or in automated and scheduled report production format.
Reporting types
  • API access
  • Real-time dashboards
  • Regular reports
  • Reports on request

Resellers

Resellers
Supplier type Not a reseller

Staff security

Staff security
Staff security clearance Other security clearance
Government security clearance Up to Developed Vetting (DV)

Asset protection

Asset protection
Knowledge of data storage and processing locations Yes
Data storage and processing locations United Kingdom
User control over data storage and processing locations Yes
Datacentre security standards Complies with a recognised standard (for example CSA CCM version 3.0)
Penetration testing frequency At least once a year
Penetration testing approach ‘IT Health Check’ performed by a Tigerscheme qualified provider or a CREST-approved service provider
Protecting data at rest
  • Physical access control, complying with another standard
  • Encryption of all physical media
Data sanitisation process Yes
Data sanitisation type
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
Equipment disposal approach Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

Data importing and exporting
Data export approach Users can export their data from the systems in any specified format; most commonly .xls or .csv, but also extending to .pdf and .doc for reporting aspects.

System outputs however are flexible and can be worked to export in any client defined format, layout or file extension type, i.e. matched to an existing client specific format, layout or process.
Data export formats
  • CSV
  • ODF
  • Other
Other data export formats
  • .csv
  • .pdf
  • .doc
Data import formats
  • CSV
  • ODF

Data-in-transit protection

Data-in-transit protection
Data protection between buyer and supplier networks TLS (version 1.2 or above)
Data protection within supplier network TLS (version 1.2 or above)

Availability and resilience

Availability and resilience
Guaranteed availability Defined service level agreements (SLAs) are tied to our service delivery, with service credits available should guaranteed levels of availability not be achieved within the measured timeframe.
Approach to resilience Our data centre partners provide access to redundant bandwidth, power, utilities, air conditioning, telecoms providers, etc. Several layers of parallel redundancy exist, i.e. Power; 1. Primary Power, 2. Secondary Power Provider, 3. Diesel Generator Back Up 4. Battery Pack Back Up, showing lower levels of redundancy beyond core. Data Centre partners are also PSN Connection & Service certified and are existing direct government hosting partners themselves.
Outage reporting Public dashboard and email alerts

Identity and authentication

Identity and authentication
User authentication needed Yes
User authentication
  • Limited access network (for example PSN)
  • Dedicated link (for example VPN)
  • Username or password
Access restrictions in management interfaces and support channels All access is log-in/user specific. Access to system functionality can be given on a granular and hierarchical basis, ensuring specified users only have access to specified functionality.
Access restriction testing frequency At least every 6 months
Management access authentication
  • Dedicated link (for example VPN)
  • Username or password

Audit information for users

Audit information for users
Access to user activity audit information Users have access to real-time audit information
How long user audit data is stored for User-defined
Access to supplier activity audit information Users have access to real-time audit information
How long supplier audit data is stored for User-defined
How long system logs are stored for User-defined

Standards and certifications

Standards and certifications
ISO/IEC 27001 certification Yes
Who accredited the ISO/IEC 27001 QAS International
ISO/IEC 27001 accreditation date 08/12/16
What the ISO/IEC 27001 doesn’t cover N/A
ISO 28000:2007 certification No
CSA STAR certification No
PCI certification Yes
Who accredited the PCI DSS certification AOC 3.5
PCI DSS accreditation date 28/10/2016
What the PCI DSS doesn’t cover N/A we have payment processing software that allows customers to enter card details from the security of their own telephone keypad at home, never disclosing details to teh handling agent, taking PCI DSS out of scope completely anyway, regardless of our accreditation. As well as protecting card details from handling agent, the DMTF tones are also masked whilst processing and immediately purged by the payment gateway.
Other security accreditations Yes
Any other security accreditations
  • ISO 22301
  • ISO 9001

Security governance

Security governance
Named board-level person responsible for service security Yes
Security governance accreditation Yes
Security governance standards ISO/IEC 27001
Information security policies and processes ISO 27001, ISO 22301, ISO 9001, PCI DSS

Operational security

Operational security
Configuration and change management standard Supplier-defined controls
Configuration and change management approach Our change management approach is governed by a Change Advisory Board assessing changes appropriately in terms of:

Urgency
Rationale
Benefit
Impact of completing the change, versus not completing it
Risk assessment
An initial assessment of the work/timescales involved

The CAB will agree as a team the resulting priority of the change, and if the team agree the change should go ahead it is undertaken in line with overall priorities. In line with this, legal or regulatory change will always remain highest on the priority list and changes are assessed for impact in line with our ISO 27001 accreditation and framework.
Vulnerability management type Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Vulnerability management approach Our security team monitor communications from our vendors and suppliers for patches, both scheduled and out-of-cycle. Patches are typically deployed within 24 hours of availability into a limited production environment, before progressing to the remaining environment within 48 hours of availability. We subscribe to industry mailing lists (e.g. CERT/NCAS) to maintain an awareness of any breaking threats.
Protective monitoring type Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Protective monitoring approach Regular scans are ran of our internal and external network to identify any potential areas of weakness, using commercial products. Reports from these scans are reviewed daily. If any issues are found, they generate an immediate ticket within our response system, and mitigations or fixes are typically installed within 24 hours.
Incident management type Conforms to a recognised standard, for example, CSA CCM v3.0 or ISO/IEC 27035:2011 or SSAE-16 / ISAE 3402
Incident management approach Our incident management process is aligned to our ISO 27001 accreditation. Users can report incident via our helpdesk and support teams and incident reports are draft and issued by the same teams for our clients upon reporting on incidents.

Secure development

Secure development
Approach to secure software development best practice Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v3.0)

Public sector networks

Public sector networks
Connection to public sector networks No

Pricing

Pricing
Price £66 to £200 per licence per month
Discount for educational organisations No
Free trial available No

Documents

Documents
Pricing document View uploaded document
Skills Framework for the Information Age rate card View uploaded document
Service definition document View uploaded document
Terms and conditions document View uploaded document
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