Platform - Technical Specifications Appendix A 2021 - MBLM
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Platform Modern marketing and sales software for the world’s leading brands BrandOS PresentationOS Enhances your brand management and culture Brings your selling experience to life 2
Technical Specifications TOC 2.0 BrandOS Specifications 3.0 PresentationOS Specifications 2.1 B/OS - Overview 3.1 P/OS - Overview 2.2 Modules 3.2 Admin Tool 2.2.1 User Management 3.3 Desktop 2.2.2 CMS 3.4 iPad 2.2.3 Appearance 3.5 Web 2.2.4 Posting 3.6 Minimum requirements 2.4.5 Ticketing 3.7 Integrations & Connected Services 2.2.6 Analytics 2.3 Features 2.4 Integrations 2.5 Connected Services 3
1.1 Security Practices DATA AND INFORMATION Encryption • At Rest: Important data only resides in the production environment encrypted with AES-256. • In Transit: All network communication uses TLS v1.2, and it is encrypted and authenticated using AES_128_GCM and uses ECDHE_RSA as the key exchange mechanism. Backup Policy Our backup processes ensure data and information consistency with highest standards. Password Hashing Passwords are hashed (and salted) securely with a SHA512 encryption. Standards-Based Identity We currently support SSO with multiple identity providers via SAML 2.0. Account Verification for Non-SSO Users Users are required to validate their accounts via a link provided in an automated e-mail. INFRASTRUCTURE Secure Infrastructure Our cloud provider is RackSpace. We leverage their tools to setup firewall rules, intrusion and DMZ policies. Server Patching We have an automated process that patches our virtual machines on a quarterly basis. We scan our infrastructure and applications periodically to detect any existing vulnerability. We have Real-Time Monitoring monitoring. Logging We log every action performed in the system. Yearly independent 3rd party penetration tests, to assure all new features added to the system have a Penetration testing security review. 5
1.1 Security Practices Cont. INFRASTRUCTURE cont. Yearly independent 3rd party penetration tests, to assure all new features added to the system have a Penetration testing security review. Full Redundancy of Core Services Spare deployments across multiple data centers. Disaster Recovery and Business Continuity We have tested procedures in place to guarantee our uptime and our system’s availability. Security and confidentiality incidents submitted support.mblm.com will be resolved in accordance with Incident Management established incident policy. Move Fast, Break Nothing We have a formal software development lifecycle methodology and change management procedures. Risk Management Monthly risk assessments are performed to ensure the application is secure. 6
1.1 Security Practices Cont. VENDORS All of our vendors offer industry-leading products and go through an exhaustive security audit to ensure Vendor Selection their practices fit our highest security and compliance standards. Subprocessors We keep our list of subprocessors up to date. PERSONNEL We run background checks and sign confidentiality agreements with all employees. We also train them in Personnel Information Security and Secure Development Practices. Employee’s level of access is determined by the job position. Logical access reviews are performed Logical Access periodically and access is immediately removed if no longer necessary. Multi-Factor Authentication We enforce it for every employee. Our employees’ devices are monitored in real time, with antivirus, disk encryption, automatic device Employee Asset Control blocking, and security patches. ISO Certification Current certifications ISO/IEC 27001:2013 7
1.2 ISO ISO/IEC 27001 is a voluntary, international standard for the evaluation and certification of the management of information security processes within companies, issued by ISO, the International Organization for Standardization. In addition to information technology, ISO/IEC 27001 particularly considers the relevant business processes. It not only describes the demands made on the organization and the technical systems, but also the suitable activities for permanently sustaining the security level determined on the basis of the risk assessment. Our Certificate Registration Number 01 153 2122561 The Information Security Management System (ISMS) covering assets, data, resources, procedures, Scope technology, tools, client information, deliverables and services Statement of Applicability : MBLM/SOA-01-Version 1.0 dates 23-10-2020 8
1.3 Minimum Requirements Desktop Hosting Details/Performance Google Chrome 76+ Service Provider: RackSpace Cloud Servers or Digital Ocean App Platform FireFox 60+ Minimum Server Specs: 8 GB RAM, 4 CPUs, 160 GB High- Edge 70+ performance, RAID 10-protected SSD storage Safari OSX 10+ Media Storage: 250GB RackSpace Cloud Files or S3 Compatible Containers Mobile Google Chrome 87+ Server Internet Connectivity Safari iOS 13+ 1.6 Gbit bandwidth (int.)/ 800 Mbit (ext.) 9
1.4 FAQs When would it be best to consider the MBLM platform? BrandOS should be considered when you are either nearing the completion of a new/updated brand or rationalizing a portfolio of brands. Mergers and acquisitions are also key opportunities when guidelines and brand assets are typically affected. PresentationOS is at its best when a brand is looking to activate its sales team with a tool that can help explain complex solutions through impactful presentations – remote or in-person. Is there a demo? Yes, contact us here or send us an email, and we’ll arrange a live demo with you. Visit our website for more information. We already have some form of a site or tool for sharing assets and PDF guidelines. We are confident that BrandOS provides a comprehensive platform that will enrich your brand management team and processes. This is a tool that is optimized to deliver custom, high-quality solutions for your brand challenges that asset management systems or static PDF guidelines cannot match. How complicated is it to use or administer? From a user’s perspective, the tool is intuitive and designed for easy and clear navigation. We have learned from 15+ years of building brand tools, as well as current best practices for effectively navigating assets, guidelines, and other media types. Extensive on-screen help features and tool tips can aid first-time users. Administrators will use simplified control screens that are as easy to manage as a LinkedIn or Amazon profile. What would I get, exactly? As with other cloud-based tools, clients of the MBLM platform are licensing a tool that is populated with their assets and users. Typically, we require at least a 12-month commitment. However, clients that choose not to renew their license subscription can retrieve and keep all their content. 13
1.7 FAQs Cont. Is the platform secure? Our platform and managed servers use current best practices to protect against hacking and malware. The tool has been deployed for clients across industries and countries. The assets within the tool are regularly scanned for viruses. We find our clients typically have varying degrees of security needs and requirements, and we address those needs by customizing to your specific requirements. How long does it take to deploy BrandOS? A installation with out of the box components is rapidly installed within 1-2 business days. Customization of the look and feel can be delivered within 2-3 weeks. Additional time is required for content development or custom features. How long does it take to deploy PresentationOS? Creating a new account and all its related assets can be done in under an hour. After and admin user is created, the admin can login and start uploading content, creating devices and assigning content to the devices. Customization the iPad interface can be delivered within 2-3 weeks. Additional time is required for content development or custom features. 14
BrandOS 2.0 Technical Specifications 15
2.1 Overview BrandOS is the key brand management component of the MBLM platform. It is a cloud-based, content-management system. It integrates social collaboration and digital asset management, support ticketing, training and guidelines with customizable work-flow features. The software enables brands, employees and agencies to stay connected on a single platform dedicated to managing world-class brands. BrandOS is software designed to complement the processes, tools, and behaviors that help companies achieve on-brand results. Marketing and communication professionals use the platform for brand coherence and knowledge sharing. Agencies and vendors can work smarter with a brand’s internal teams, collaborating closely with shared resources and social tools. Legal and compliance teams can have greater visibility and input into brand and marketing projects. The currently deployed instance of BrandOS is Version 6.0 16
2.2.1 Modules - User Management Groups Add and remove user groups. Approved – List of approved users on the system with options to manage them. Pending – List of registered, but not yet approved users on the system. Invited – List of pre-approved users who have received a registration invitation email. Disabled – List of users with revoked system access. Users Create – Create a brand new user. Import – Batch create users from a csv file Groups – Assign groups to a user Notifications Define which users will receive notifications about specific system events. Profiles Can modify user details, password, profile photo, privacy settings and notification settings. 17
2.2.2 Modules - CMS Add, update, upload, delete Manage all types of content like, Files, Folders, Pages, Html, Card Stacks, etc.. content Default content types: File, Folder, and Page Custom Content Types Custom types can be created. eg. Awards or Events. Content Management features Content management features. eg. Copy, Move, and Clone Bulk action features Bulk user actions. eg. Copy, Move, Delete and Download Trash bin Removal and recovery system for deleted items. Hierarchical structure Content is managed in a hierarchy, to allow easy organization and maintenance. It also allows inheritance based features. All content types in the CMS can be saved as Draft before being Published. Publishing Other status exist like pending and content review allowing a content publishing workflow. Public pages Make pages public to the Internet without a need for authentication Page Builder represents the next generation of HTML creation tools. Building mobile ready responsive pages without writing a Page Builder single line of code. Integrates with 100s of tools and services. Templates Build and reuse templates. Template folder storage for organization Indexing Index or reindex pages for search, manage what pages get indexed and which do not. 18
2.2.2 Modules - CMS (Con’t) Meta data Store and manage metadata on all content. Categorization Categorize your content into sections, for navigation (breadcrumbs, pager, menus) or analytics. Related content Reference other content by adding a direct relationship between them Tagging Content authors can attach keyword descriptions to identify any content within the site as a category or topic. Access Management Add users groups to content for viewing and editing with implied inheritance Thumbnail generation (images, Automatic creation of thumbnail sized images for digital content for downloading. pdf, etc..) EXIF Data Files are automatically parsed for EXIF data and added to the content tags. Image editing Crop and edit images before downloading to avoid opening the file in photoshop after downloading. 19
2.2.3 Modules - Appearance General – Set global site information such as name, favicon and theme. Header – Setup header links and menus. Settings Redirect – Add redirect definitions for moved content or vanity URLs. Email – Set up the email logo, colors and footer copy. Login - Customize the look and feel of your login page Email - Update colors, copy and style of all system emails Button - set primary button styles and colors Customize Appearance Links - set link styles and colors Header - Set colors and style of header Custom CSS - apply additional Styles to override the defaults. Access Assign users groups to specific features and apps and assign specific permissions (manage, read, write, etc…) Frontend is fully customizable with a custom theme, allows you to override and extend templates and modules. Also, Themes build new modules for specific workflows and functionality. 20
2.2.4 Modules - Posting Post a message, photo, or announcement to an ongoing feed. With the options to tag or pin your post. Pinning allows a Posting post to be sticky on the feed Commenting Users can comment on posts in a thread for further discussion A Poster can control notification options. Once users comment on a thread they auto subscribe to the post to stay Notifications engaged in the conversation. Access Control which user groups have access to pulse, can post, can moderate and who can manage. Moderating Moderators can edit and delete posts, also remove comments if required. Posts per page Enable or disable email notifications Managing Enable or disable commenting Enable or disable comment emails User groups that can override default notification settings 21
2.2.5 Modules - Ticketing Ticket Types Define unlimited ticket types to manage and direct specific user requests/issues Flexible forms Customizable forms per ticket type Security Allow only specific user groups to access and ability to create specific tickets. Respondents Add users to be responsible for each ticket, allowing multiple assignment rules. First person, random, round robin. 22
2.2.6 Modules - Analytics Overview Page Views, Downloaded Files, Active users Content Most Viewed, Most Downloaded, Views by day, month, or region, views by devices, platforms, browsers and regions Users Most active users, Most active companies, users by devices, platforms, browsers and regions Help Desk Users, types, average resolution time, average response time. 23
2.3.1 Features Pulse is your dynamic home screen — a Pinterest-like rolling screen of posts chronologically displayed. Editors may “pin” to hold posts at the top of the screen and users can comment or share posts. New posts can trigger email notifications making PULSE this feature an ideal place to post news, best practices and new content. Admins can manage post filters (post groups), notification setting, editing peoples posts, pinning posts, selecting editors pick, posts per page, comment monitoring (deleting comments). This area contains the comprehensive and detailed brand guidelines. Section areas guide users whether they are advanced marketers or people looking for quick answers or guidance. Users can read content, access assets and add specific pages to GUIDELINES their favorites. Admins can Add, Edit, Delete, and Move Pages. Guidelines are powered by the CMS and the Page Builder. A one stop shop for key items like PowerPoint templates, stationery, identity system cheat sheet or other often used items ESSENTIALS that are used by the wider employee base. Admins can Add, Edit, Delete, and Move items. Essentials is powered the by CMS and the Page Builder. This area contains the vast array of digital assets from image bank libraries, e-signatures, templates, artwork or icons. Users ASSETS/PHOTOS can sort, search, download or share materials effectively and easily. Admins can Add, Edit, Delete, and Move Assets. Assets/Photos are powered by the CMS. A section that can be organized by topics and gain layers of depth in the site map. Topics can be presented as swipe-able cards TRAINING CARDS that succinctly capture key topics. Engaging and interactive. Admins can Add, Edit, Delete, and Move Card Stacks and Cards Essentials is powered the by CMS and the Page Builder. 24
2.3.2 Features A combination of guidelines and code snippets oriented towards the designers and developers of digital applications such as websites, software and mobile applications. Code snippets limited to front end code. Admins can Add, Edit, Delete, and CODE DOCUMENTATION Move pages. Documentation is powered by the CMS and the Page Builder. This area is a place where users can open tickets to submit a request, ask for guidance, submit content for legal and brand approval. Users can reply to conversation threads on tickets and close tickets. Help desk staff users can move tickets, HELP DESK transfer tickets, close tickets and reopen tickets. Admins can create new ticket types, add/remove users to specific ticket types (with email schedule), add people to transfer list, and add people to auto cc’d list. The platform modules and features can be combined to create an immersive brand training experience. One such deployment is based on the concept of summer camp. Users log into a 3D world that includes a cabin and five adventures. The cabin serves as home base and includes a feature to create an avatar that represents you during the experience, a Help Desk, a wall of fame showing other participants and an itinerary that serves as a list of actions to TRAINING EXPERIENCE complete. Each of the five adventures includes a training video and several activities to playfully develop the skills or knowledge needed to complete the adventure. Along the way participants are rewarded with badges and digital gifts such as conference call backgrounds, a Spotify playlist and a completion certificate. A campfire is the setting at which you can see other camper avatars and where you are awarded the badges that you won. 25
2.4 Integrations MEDIA FORMS Video Playback hosted from Platform Hubspot Embed Marketing Forms Audio Playback hosted from Platform Google Forms Embed Forms YouTube Playback via embed code Type Form Embed Forms Vimeo Playback via embed code Help Desk Ticket Embed Help Desk Ticket Forms PRESENTATIONS SOCIAL Embed presentation from your Slideshare DailyMotion Playback via embed code slideshare account Embed presentation from your Prezi Reddit Embed message thread Prezi account DOCUMENTS Spotify Embed music player Google Docs Preview or Edit embed doc Twitter Embed single tweet or list of tweets Google Sheets Preview or Edit embed doc Facebook Embed single post MAPS SoundCloud Embed music/sound player Google Maps Embed maps on pages Tumblr Embed single post 26
2.5 Connected Services MAIL DELIVERY Mailgun DATA STORAGE Rackspace/AWS MONITORING Rackspace Cloud monitoring LOG ANALYSIS AND ALERTS Papertrail CAPTCHA Google reCaptcha BrandOS supports SSO with multiple SSO identity providers via SAML 2.0. 27
PresentationOS 3.0 Technical Specifications 28
3.1 Overview PresentationOS is the sales enablement component of the MBLM platform. PresentationOS consists of two major components: A cloud admin tool to manage content and devices and players that consume and present this content. Those players can work on different operating systems such as iOS, MacOs and Windows devices. It is an ultimate sales toolkit developed and managed by the marketing and sales strategists, designers and developers at MBLM. For over two decades, we have consulted large corporations on today’s most challenging brand and marketing problems. Current versions Admin Tool • Admin Tool 1.9.2 Applications • iOS Application 2.0.11 • MacOS Application 1.8.6 • Windows Application 1.8.9 29
3.2 Admin Tool PresentationOS Admin Tool is a cloud-based application that allows users to manage all aspects of the PresentationOS players. It allows the administrators to manage devices and content in a centralized and secure way. Content uploaded to the admin tool can be assigned to some or all the devices, after which those devices can download the content locally and present it even when they are offline. The Admin Tool takes special care of 3D files with its custom online 3D experience editor. Animation states, hot info points and related assets are few of the the things that can be done using this editor. It also contains built-in data collection that tracks how content is being used and many other useful insights that helps informing future initiatives to maximize impact. Curent Version: 1.9.2 30
3.2.1 Admin Tool Modules - Content Management Upload, Add, Update, Delete The admin tool allows uploading and managing different file formats such as Videos, PDFs, Images, Keynote*, HTML content files, 3D files, Augmented Reality Files uploaded maintain versions automatically. Content administrators can roll back to previous versions or upload Track versions new ones Sets are groups of content which make content assignment easier when managing many different profiles, segments, Content sets geographies Training Create courses, modules and quizes and assign those courses to devices 3D experience editor Add animations, info points, text, associated imagery and, videos to 3D models Tagging and categorization of content for easier organization and distribution. Allows granular distribution of files to Tagging and categorization the user Content assignment Assign content to devices or group of devices, individuals, groups of individuals, geographies Reporting of content viewed per groups, profiles, geographies, type of content, individual assets, per view, per minute Usage Insights or access count Contextuals Contextuals are used to assign devices such as beacons, NFC or QR code’s as triggers of content Artificial Intelligence function that creates automatic text descriptions for more accurate search results. It search Document summarizer inside of PDF, PowerPoint and Keynote files 31
3.2.1 Admin Tool Modules - Content Management The 3D uploader is the module to upload 3D models in compatible formats, and to define interactive elements with the 3D model files 3D files Compatible formats are: USDZ, FBX and GLB/GLTF Standard information fields available per model: - Name of the model / product - Info points (numeric) plus text description 3D model information - Features of the 3D model are buttons linked to info points on side bar for easier navigation - Animation (zoom level, angle of model, separation of components) are defined in the admin tool - Description of the 3D model (rich text formatting) - Associated content (PDF, Images, Videos, Links) are uploaded and associated to each model 32
3.2.2 Admin Tool Modules - User/Device Management Upload, Add, Update, Delete Manage devices (Kiosk, video wall or, iPads) and users (individual users) users/devices Use CSV file to bulk upload devices. Supports automatic content and interface assignments for the uploaded Bulk Upload devices. Manage locations, groups and segments. Locations are referred to geographic categorization, groups to a grouping Locations, groups and segments of individuals such as “sales”, segments are profiles such as “executives”. Together, these three ways of categorizing access allows PresentationOS to assign content in a flexible and easier way Assignments Assign content to devices or group of devices, individuals, groups of individuals, geographies Upload and manage the iOS interface. The Interface can be saved as a template that can then be assigned to other iPad Interface devices. This function allows simpler addition of buttons as shortcuts to any type of content Monitor device status (available and reporting) or offline to the admin dashboard. PresentationOS does not track Devices status dashboard location nor utilizes the device location at any moment User roles and ACL Control access to the admin tool using user roles and ACLs Profiles Can modify user details, password, profile and other settings. 33
3.2.3 Admin Tool Modules - System & Appearance Edit system’s email communication templates such as: welcome email, password reset, share content links. User can Email templates edit the message, add branding and simple format text Customize the look and feel of your login page Customize Login Appearance Apply additional Styles to override the defaults. System automatically send usage reports on a frequency chosen by the admin: daily, weekly, monthly, quarterly or Digest reports annually. Reports are sent as rich mail to the email addresses uploaded by the admin Single Sign On (SSO) Support SSO integration with multiple identity providers via SAML 2.0 Send email alert for events such as device disconnection (Kiosks, videowalls), as well as for the addition or deletion of Alerts content management events Activity logs User actions are logged in the activity logs and can be reviewed by the administrators Push notifications Administrators can send push notifications to devices or group of devices Feedback logs Feedback sent from the devices (iPads, kiosks or videowalls) is logged and can be reviewed by the administrators The forms for content sharing emails can be directly enabled from Salesforce, Hubspot, Eloqua, Microsoft Dynamics Integration to CRM CRM, etc GDPR compliance functions: a) Right to access. Allows registered users access to all personal data saved in the system in PresentationOS. Generally Privacy tools this data is restricted to company email, username, full name. b) Right to be forgotten. Allows registered users to delete and remove any personal data saved in the system. 34
3.3 Desktop The desktop application is a Mac OSX application which function is to download, display, play and control content on a laptop, touch screen kiosk or a video wall. The application is a standalone player, automatically download content from the cloud server (post authentication) and locally store files for offline display when the computer is not connected to the internet. It fetches new content automatically. DESKTOP (OSX) Login Users are able to authenticate (upon credential verification) and download content assigned to the user or device Player Display and visualization of rich media content such as: images, videos, 3D files, and rich media content The desktop application when working as a kiosk or a video wall player can be controlled by the iPad application via a Connectivity Bluetooth, WiFi, and cable connection HEARTBEAT The heartbeat is a background application whose function is to monitor the PresentationOS process and restart it Uptime when unresponsive. This ensures that when PresentationOS is running as a Kiosk or in a video wall, the software is always up and running. 35
3.3 Desktop (Con’t) PLAYERS DESCRIPTION The 3D viewer is capable to load, display and create interactivity with 3D files in formats: USDZ, FBX and GLB/GLTF. 3D model files The viewer integrates with information on a sidebar. Users are NOT able to share or have access to the 3D file. Standard information fields available per model: - Name of the model / product - Info points (numeric) plus text description 3D model information - Features of the 3D model are buttons linked to info points on side bar for easier navigation - Animation (zoom level, angle of model, separation of components) are defined in the admin tool - Description of the 3D model (rich text formatting) - Associated content (PDF, Images, Videos, Links) are uploaded and associated to each model 36
3.4.1 iPad - Sections PresentationOS, iOS version is a free downloadable available at the App Store, but only registered users have access to the content previously assigned to them. It is loaded with client branded interface and allows the users to visualize and organize a range of file formats. It stores all the necessary information and files locally for its complete functioning* even when the iPad is not connected to the internet. * except functions that need access to the internet. SECTION DESCRIPTION Users are able to authenticate using PresentationOS credentials or via the organization SAML. The function to Login recover password redirects the user to a webpage in the Admin Tool where the recovering process happens safelly. Library List and sort available files in the device. All files are organized by folders and sortable by file type or alphabetically. Playlists User’s own playlist to organize files by creating custom collections of files Insights Widget based modules capable to display any type of data in different chart formats. Single or multiple files (PDF’s, Images or Videos) that can be shared via email. The email is sent by the Sharing PresentationOS server or by the default iOS email client (Gmail, Outlook, Apple mail, etc). The iOS application is able to connect and control PresentationOS desktop application, when it is in video wall mode, Connectivity via Bluetooth, HTTP protocols and cable. Help Help desk form which allows the user to request support regarding technical issues or content related enquiry. 37
3.4.2 iPad - Players PresentationOS, iOS version is a free downloadable available at the App Store, but only registered users have access to the content assigned to them. It is loaded with a customized interface which allows users to display, interact and visualize content from a range of file formats. It stores all the necessary information and files locally for its complete functioning* even when the iPad is not connected to the internet. * except functions that need access to the internet. PLAYERS DESCRIPTION Video Video player can play MP4 (H264) files. User is able to scrub (forward, pause or rewind) the video Image viewer is capable to visualize files in compatible formats: PNG, JPG and GIF. User is able to zoom in/out, pan Image and share. PDF PDF viewer allows the user to navigate through the pages, zoom in/out, search for key words and share. The 3D viewer is capable to load, display and create interactivity with 3D files in formats: USDZ, FBX and GLB/GLTF. 3D model files The viewer integrates with information on a sidebar. Users are NOT able to share or have access to the 3D file. Rich media Customized interactive experiences (animated or static) 38
3.4.2 iPad - Players (Con’t) PLAYERS DESCRIPTION The 3D viewer is capable to load, display and create interactivity with 3D files in formats: USDZ, FBX and GLB/GLTF. 3D model files The viewer integrates with information on a sidebar. Users are NOT able to share or have access to the 3D file. Standard information fields available per model: - Name of the model / product - Info points (numeric) plus text description 3D model information - Features of the 3D model are buttons linked to info points on side bar for easier navigation - Animation (zoom level, angle of model, separation of components) are defined in the admin tool - Description of the 3D model (rich text formatting) - Associated content (PDF, Images, Videos, Links) are uploaded and associated to each model 39
3.5 Web The web player allows any browser to display and interact with 3D files, which are served from the PresentationOS application server. Files are loaded and linked to text, imagery, video and PDF files, from the Content Admin Tool. WEB PLAYER Only white listed domains are able to load files from PresentationOS. This information is defined by the organization’s Security domain and only the registered domains can access 3D file 3D format compatibility GLTF/GLB Standard information fields available per model: - Name of the model / product - Info points (numeric) plus text description 3D model information - Features of the 3D model are buttons linked to info points on side bar for easier navigation - Animation (zoom level, angle of model, separation of components) are defined in the admin tool - Description of the 3D model (rich text formatting) - Associated content (PDF, Images, Videos, Links) are uploaded and associated to each model 40
3.6 Minimum Requirements DESKTOP IPAD WEB Windows 10 Standard experiences Desktop • i5 - 3230 2.6GHz • iPad 2019 (7G) • Google Chrome 88+ • 6GB Ram • Firefox 38+ Enhanced experiences Mac OSX • iPad Air 2019(3G) • Safari 10+ • Macbook Pro / Mac mini • Internet Explorer 11 and MS Edge Advanced experiences (Heavyweight 3D & augmented reality) • i5- 2.6 GHz 6-Core Mobile • iPad Air 2020(4G) • 8GB Ram • Google Chrome 87+ • Safari iOS 13+ 3D MODEL FILES 3D experience (Web Player) 3D experience (iPad) Augmented reality Maximum file size Maximum file size Maximum file size 15 MB 100 MB 100 MB Number of triangles Number of triangles Number of triangles 2.5 Million 2.5 Million 4 Million Number of objects Number of objects Number of objects 1000 1000 1000 Image textures resolution Image textures resolution Image textures resolution 2048x2048 pixels 2048x2048 pixels 2048x2048 pixels Number of Textures Number of Textures Number of Textures 100 100 100 41
3.7 Integrations and Connected Services Salesforce Send leads to Salesforce Hubspot Send leads to Hubspot SSO Single sign on Mailgun Share content links via email 42
Additional Resources BrandOS PresentationOS Explore Explore 43
Thank you +1 212 979 8200 info.ny@mblm.com mblm.com
APPENDIX reference information - won’t be used
Content Management Sharing Content Versatile use cases Control, versioning and upload Sending links to content and syncing with the CRM in one action Guided tours, exhibition and trade shows, innovation centers • Search for files and also inside of documents and presentations • During or after a presentation, users of PresentationOS can share content • PresentationOS is a versatile solution that can be adapted to any business • Versioning control is always enabled with soft delete such as images, videos, PDF files or presentations at the touch of a button. situation and used to enhance the marketing and sales process in a • Recovery of files deleted by accident This action, is available across the entire application, allowing users to select multitude of customer experiences and touchpoints. • Ability to create sets of content by organization group files and share them via email. • The inputs to create actions are also versatile: from iBeacons and Bluetooth • The organization tools of PresentationOS allows users, to easily organize Low Energy sensors, multi-touch screens, cameras for Augmented Reality, • Multi-language capability folders, tags and descriptions of all of the content available for easy find and gyroscopes for Virtual Reality, device cameras, accelerometers, QR codes • Tags and categorization of sets or individual content files showcase. and image recognition. • The sharing function will provide the links to download the documents • The cloud-based software combined with native iOS and MacOS players Device Management avoiding sending large file size via attachments and clogging the bandwidth allow to scale the number of installations, across multiple locations and requirements. types of devices as needed. Device administration, management, and assignment • The integration of PresentationOS to any CRM is integral to unify efforts in • Download the application and content to any MacOS to power a video wall or • Manage multiple type of devices, from a group of iPads to touchscreen kiosks the sales process. The CRM-ready API facilitates the connection with the a kiosk anywhere in the world - avoid shipping equipment and source local to video wall installations. The devices could be grouped in a singular CRM and submitting contact details and documents shared by the sales expertise. location or across multiple regions. representative. • 3D models and interactive modules are not shared via the links but if a web- • The iOS devices could be part of a corporate MDM program, individuals can download the application via the Apple store and login via their user version is available those could be submitted as the link to file.es Training Module credentials to access content assigned to them. Customized courses, questionnaires and evaluation • The same operation works with touchscreen kiosks or video walls, and the operation can be managed in bulk volume. Content across multiple screens • Using the PresentationOS / Training module, the organization will be able to upload existing courses, materials and evaluations and make them available • The reporting tool keeps the user privacy while reporting usage of content Distributing content across kiosks, video walls and iPads to users via their iPad application. accessed, type and most used among many other data points. • Build it once and show it many, is at the core of PresentationOS. • The training courses could be customized and segmented to specific groups • Showcase any type of content, from videos, presentations, multimedia and or even directed at a singular individual. Insights and Analytics interactive pieces, 3D objects and animations, documents and images can be • The course progress, results from evaluations and scoring are compiled in organized and distributed across a multitude of different screens. the insights and analytics reports, highlighting: completion progress, start Content usage by time, display or access • The user interface automatically adapts to large 60” screens or to smaller date, end date, score and incomplete evaluations. • Content and materials presented will provide analysis of use by date, type of screens such as an iPad. The interface can be highly custom-build as • All training materials and surveys are completed via the administration file, user, location and audience. The device utilized and details on content. required to adapt to the requirements of the organization. module and available to administrators or content editors. • File usage and viewed over time provides insights on what is resonating with • The overall look and feel can be customized with the organization logo, colors and typeface. audiences at stand alone applications, and when used by mobile devices, what is shown and what users prefer. Security and hosting • The insights and analytics provided by PresentationOS can be then used to creation of more detail of materials or the development of additional content 3D module • SSL encryption for the content editor and cloud administrator. • Users and Passwords encrypted using 256 SSA. that could augment what’s working. 3D models showcase, interactivity and manipulation • Access control to each login via a uniquely generated privacy token. • Devices, locations and users can provide further data points on content • Using the PresentationOS / 3D showcase, the organization will be able to • Content is only accessible with the user credentials - new login erases all resonating with specific audiences, or locations or by group of presenters upload 3D models of products* or projects*, and make them available to content and install only, new and approved content for the specific user. (sales vs technical support). users via their iPad application. • On Application start, a forced update could be enabled by the Administrator, • Groups, departments, locations or type of devices, provide continuous data • The showcase of 3D products is very effective, as it will provide the detail and checking permission of users against content assignments and force that are displayed in easy to understand and insightful analytics. context required for a technical sales or marketing presentation. deletion is automatic. • Users are able to save their preferred insight reports, analytics and time • The user can manipulate (rotate in any axis, zoom) the 3D object or interact • Kiosk application inside MacOS locks out unauthorized access to the periods as they see fit for repeat reporting and analysis. with it (opening doors, panels, sections) to showcase how it works internally. operating system - requires combination of secure access. • To complete the picture, videos and more detailed information can be made • Online notification when Kiosks or Video Walls devices are offline. accessible at the touch of a button. • Daily server backup on all content, activity and user logs. • *Limited to 1M polygons concurrently. • Rate limiting for internal APIs for enhanced uptime. 46
Presentation 2.0 features • Content Management. Control, versioning and upload • Security • Google sign-in Authentication • Device Management. Device administration, management, • SSL encryption for the content editor and cloud • CRM integration to share new contacts and content via and assignment administrator. new leads • Insights and Analytics. Content usage by time, display or • Users and Passwords encrypted using 256 SSA. • Automated, periodic, leads capture to CRM or email access • Access control to each login via a uniquely generated • Easier configuration for Kiosks based installation with • Sharing Content. Sending links to content and syncing privacy token. fewer manual processes for player configuration with the CRM in one action • Content is only accessible with the user credentials - new • Bulk creation of new user accounts and content • Content across multiple screens. Distributing content login erases all content and install only, new and approved assignment to users via CSV upload across kiosks, video walls and iPads content for the specific user. • User management module: by individual or group (by • 3D module. 3D models showcase, interactivity and • On Application start, a forced update could be enabled by territory, department or level) manipulation the Administrator, checking permission of users against content assignments and force deletion is automatic. • Presentations and materials available offline (download • Versatile use cases. Guided tours, exhibition and trade once, update when required) shows, innovation centers • Kiosk application inside MacOS locks out unauthorized access to the operating system - requires combination of • On-app notifications for new / updated content • Training Module. Customized courses, questionnaires and secure access. *Specific authoring with Keynote v7.05 evaluation **3D formats limited to OBJ, FBX up to 1,000,000 polygons • Online notification when Kiosks or Video Walls devices are • Hosting offline. • Daily server backup on all content, activity and user logs. • Rate limiting for internal APIs for enhanced uptime. • Multi-use device as a player or a video wall remote controller • Share any content instantly from the application or using the iPad’s email default client (Outlook, Apple Mail, etc) 47
Presentation 2.0 features • Global search, across all content types including tags and • Fully customizable user interface, company brand, color • AI enabled function for PDF’s, PowerPoint and Keynotes descriptions. palette and fonts creating automatic text description for more accurate search • Navigate within a PDF using interactive links to move • Multi-use device as a player or a video wall remote across the document controller • Present on device across multiple formats: Keynote with animations*, PowerPoint, PDF’s, Videos, Animations, Image • User generated lists (collection of favorites - could use • Share any content instantly from the application or using files, Manipulation and interaction with 3D objects**, multiple type of content) the iPad’s email default client (Outlook, Apple Mail, etc) Interactive calculators, Training programs, Surveys, Interactive applications • QR code, text and iBeacons detection to display and • Google sign-in Authentication showcase relevant content • 3D object interactivity with information points, animations, • CRM integration to share new contacts and content via and additional materials • Contextual menu for sharing content links from anywhere new leads in the application • VR Viewer module • Automated, periodic, leads capture to CRM or email • Selective download of content by the user • Interactive data visualization module (updatable online or • Easier configuration for Kiosks based installation with via CSV) • New Notifications module: specific notifications as fewer manual processes for player configuration granular as per file with tags on updated materials • Folder based organization & management of content • Bulk creation of new user accounts and content • Faster & nimbler iOS application, natively coded in swift assignment to users via CSV upload *Specific authoring with Keynote v7.05 and native video playing capabilities **3D formats limited to OBJ, FBX up to 1,000,000 polygons • User management module: by individual or group (by • Analytics API to export / connect user and content territory, department or level) analytics to any CRM • Presentations and materials available offline (download • New training module: user uploaded courses, quizzes and once, update when required) training materials - with the ability to assign courses to groups or specific individuals. Course progress and results • On-app notifications for new / updated content are tracked on the Analytics module • Modular application, new modules deployed from the administration side 48
iPad Pro (4G) iPad Pro (3G) iPad Air 2020 (4G) iPad Pro (2G) iPad Air 2019 (3G) iPad 2020 (8G) iPad 2019 (7G) iPad 2018 (6G) iPad Pro (1G) FASTER LOADING TIMES Lightweight 3D & AR products (Optimized) + 3D Worlds (Optimized) + Complex Augmented Reality & Complex Worlds 49
Minimum requirements Not recommended OK | Slow 3D response OK | Recommended iPad iPad 1 iPad 2 iPad 3 iPad 4 iPad 4 iPad 2017 iPad 2018 iPad 2019 iPad 2020 iPad Air iPad Air 2 iPad Air 2019 iPad Air 2020 iPad Pro 1 (12.9) iPad Pro 2 (12.9) iPad Pro 3 (12.9) iPad Pro 4 (12.9) iPad Pro 2 (10.5) iPad Pro 3 (11) iPad Pro 4 (11) 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Laptops i5 - 3230 2.6GHz 6GB Ram Windows 10 i5- 2.6 GHz 6-Core 8GB Ram MBP / Mini i7 - 2.6 GHz 6-Core 8GB Ram MBP / Mini 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 50
Minimum requirements (iPad) iPad 2018 (6th Gen) iPad 2019 (7th Gen) iPad 2020 (8th Gen) Released: March 2018 A10 Released: September 2019 A10 Released: September 2020 A12 RAM: 2GB Quad-core 2.34 GHz RAM: 3GB Quad-core 2.34 GHz RAM: 3GB Hexa-core Screen: 9.7” Six-core graphics Screen: 10.2” Six-core graphics Screen: 10.2” Four-core graphics Storage: 128GB 1536 x 2048 pixels Storage: 128GB Storage: 128GB 1620 x 2160 pixels • Lightweight 3D environments • Lightweight 3D environments • Lightweight 3D environments • Lightweight 3D Products • Lightweight 3D Products • Lightweight 3D Products • Loading times per 3D product (up to 2 seconds) • Loading times per 3D product (up to 2 seconds) • Loading times per 3D product (up to 2 seconds) • Augmented Reality capable for lightweight models • Augmented Reality capable for lightweight models • Augmented Reality capable for lightweight models Recommended for Recommended for Recommended for Sales teams with content such as videos, pdf, catalogues, Sales teams with content such as videos, pdf, catalogues, Sales teams with content such as videos, pdf, catalogues, lightweight 3D objects, etc. lightweight 3D objects, etc. lightweight 3D objects, etc. Cases: Cases: Cases: • CommScope • CommScope • TechnipFMC • Mantrac • Mantrac • CommScope • MBLM demos • MBLM demos • Mantrac 51 • MBLM demos
Minimum requirements (iPad) iPad Air 2019 (3rd Gen) iPad Air 2020 (4th Gen) iPad Mini 2019 (5th Gen) Released: March 2019 A12 Released: October 2020 A14 Released: March 2019 A12 RAM: 3GB Hexa-core RAM: NA Hexa-core RAM: 3GB Hexa-core Screen: 10.5” Four-core graphics Screen: 10.9” Four-core graphics Screen: 7.9” Four-core graphics Storage: 256GB 1668 x 2224 pixels Storage: 256GB 1640 x 2360 pixels Storage: 256GB 1536 x 2048 pixels • Complex & Lightweight 3D environments • Complex & Lightweight 3D environments • NOT TESTED • Complex & Lightweight 3D Products • Complex & Lightweight 3D Products • Loading times per 3D product (up to 2 seconds) • Loading times per 3D product (up to 2 seconds) • Augmented Reality capable for lightweight models • Augmented Reality capable for lightweight models Recommended for Recommended for Sales teams with content such as videos, pdf, catalogues, Sales teams with content such as videos, pdf, catalogues, lightweight 3D objects, etc. lightweight 3D objects, etc. Cases: Cases: • TechnipFMC • TechnipFMC • CommScope • CommScope • Mantrac • Mantrac 52 • MBLM demos • MBLM demos
Minimum requirements (iPad) iPad Pro iPad Pro (2nd Gen) iPad Pro (3rd Gen) Released: November 2015 A9X Released: June 2017 A10X Released: November 2018 A12X RAM: 4GB Dual-core RAM: 4GB RAM: 6GB Octa-core Screen: 12.9” Twelve-core graphics Screen: 12.9” Screen: 12.9” Seven-core graphics Storage: 256GB 2048 x 2732 pixels Storage: 512GB 2732 x 2048 pixels Storage: 1TB 2048 x 2732 pixels • Complex & Lightweight 3D environments • Complex & Lightweight 3D environments • Complex & Lightweight 3D environments • Complex & Lightweight 3D Products • Complex & Lightweight 3D Products • Complex & Lightweight 3D Products • Loading times per 3D product (up to 2 seconds) • Loading times per 3D product (up to 2 seconds) • Loading times per 3D product (up to 2 seconds) • Augmented Reality capable for complex and lightweight • Augmented Reality capable for complex and lightweight • Augmented Reality capable for complex and lightweight models models models Recommended for Recommended for Recommended for Sales teams with content such as videos, pdf, catalogues, Sales teams with content such as videos, pdf, catalogues, Sales teams with content such as videos, pdf, catalogues, lightweight 3D objects, etc. lightweight 3D objects, etc. lightweight 3D objects, etc. Cases: Cases: Cases: • TechnipFMC • TechnipFMC • TechnipFMC • CommScope • CommScope • CommScope • Mantrac • Mantrac • Mantrac 53 • MBLM demos • MBLM demos • MBLM demos
Minimum requirements (iPad) iPad Pro (4th Gen) Released: March 2020 A12Z RAM: 6GB Octa-core Screen: 12.9” Eight-core graphics Storage: 1TB 2048 x 2732 pixels • Complex & Lightweight 3D environments • Complex & Lightweight 3D Products • Loading times per 3D product (up to 2 seconds) • Augmented Reality capable for complex and lightweight models Recommended for Sales teams with content such as videos, pdf, catalogues, lightweight 3D objects, etc. Cases: • TechnipFMC • CommScope • Mantrac 54 • MBLM demos
Minimum requirements (Desktop) Windows 10 MacOS Mojave Released: June 2015 Intel Core i7 - 2.6GHz Released: June 2015 Intel Core i5 RAM: 6GB 6-Core RAM: 4GB 6-Core Storage: 500GB 1366 x 768 pixels Storage: 500GB 1920x1080 pixels • Complex & Lightweight 3D environments • Complex & Lightweight 3D environments • Complex & Lightweight 3D Products • Complex & Lightweight 3D Products • Loading times per 3D product (up to 5 seconds) • Loading times per 3D product (up to 5 seconds) Recommended for Recommended for Sales teams with content such as videos, pdf, catalogues, Sales teams with content such as videos, pdf, catalogues, lightweight 3D objects, etc. lightweight 3D objects, etc. Cases: Cases: • TechnipFMC • TechnipFMC • CommScope • CommScope • Mantrac • Mantrac • MBLM demos • MBLM demos 55
Challenges We Face and Solve • The need to transform a brand/culture in a short amount of time with limited budgets • Under investment in IT infrastructure that isn’t customer facing • Fractured tools, experiences and branding elements for sales, marketing and communications • Weak user experience and uninspired brand content • Lack of content management features to maintain or update materials • Ineffective reporting/analytics • Poor training tools • Under leveraged technology in sales demos, trade shows and corporate showrooms 56
A Suite of Brand Potential Measure Understand Use Platform Engage Deploy Immerse 57
Platform Measure Admin Tracking Understand Use Engage Deploy Orchestrate your internal and external stakeholders by groups or teams. Define the limits of what you share and Immerse measure performance across the platform. Streamline distribution and control. 58
Platform Measure Understand Vaults Dashboard Guidelines Use Engage Deploy Build an effective timeline for social collaboration with the Dashboard feature. Organize research documents and data Immerse in effective and engaging ways. Give the organization an effective channel for sharing the latest and greatest. 59
Platform Measure Understand Use Essentials Logos Image Bank Templates Engage Deploy Harness your brand assets by creating a clear repository and Immerse guidelines for usage. Surround them with best practices and helpful tips or suggestions. 60
Platform Measure Understand Use Engage Help Desk Vote Cards Communities Deploy Custom built training models optimized for use on mobile Immerse screens. Modules are built in engaging and varied short snippets that makes the training experience enjoyable and memorable. 61
Platform Measure Understand Use Engage Deploy Code API’s Ad Builder Centralize and standardize your user experiences into a code Immerse repository ensuring the latest code standards are being met and maintained throughout your enterprise. Save time and effort by using libraries for repeated elements. 62
Platform Measure Understand Use Engage Deploy Leverage your brand’s in-person moments across environments like trade shows, corporate showrooms or Immerse sales demonstrations. Centralize, track and manage content Showrooms Remote Trade Show across all your screens and devices from mobile to kiosk or giant video walls. 63
Platform A comprehensive suite of features and functions that are customized for your brand’s challenges. Each deployment of the Platform is unique to the brand in Measure Admin Tracking both experience and focus. Understand Vaults Dashboard Guideliens Use Essentials Logos Image Bank Templates Engage Compliance Culture Building Transformation Help Desk Vote Cards Communities Deploy Code API’s Ad Builder Immerse Showrooms Remote Trade Show Innovation Showcase Effective Selling Governance 64
Platform Advantages For Clients/Admin and IT For Users Streamlined UI/UX tested and optimized - Speed to market Get set up running in days or months - Responsive, intuitive through years of users and deployments Two decades of deployments for companies of User registration and profiles highly - Proven, secure and reliable - Private and personalized varying size and makeup personalize the experience From the branding to the bundle of features, no Features can be easily turned on or added over - Flexible/customizable - Rich features and functions two platforms are alike time to enhance the experience and functions Easy to scale and grow in terms of features, Add/grow your content, add languages and - Scaleable - Extendable and robust content, device types, languages or users support a limitless number of users Save time and money by leveraging pre-build Tasks and functionality are contextual to apps - Diverse pre-build features/apps - Modular and distinct features/apps features/apps to make it easier to get things done Integrates easily with other tool/technologies. Extend the functionality with integration into - Connects to technology and tools I already - Integration E.g. Single sign-on, marketing automation, use other enterprise technologies or tools DAMs Administration and tracking is easy and akin to Beautiful and well designed to promote delight - Easy to administrate and maintain - Motivating and easy to engage managing your social media account and frictionless use 65
Case Studies 66
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