© 2017 Coveo Solutions Inc -Proprietary and Confidential · Call deflection Customer service...

The content presented at Coveo Impact may contain statements related to future businessdecisions and technology developments. Any forward looking statements made are based oncurrent expectations and certain assumptions which may be subject to change. Please consultwith your Coveo relationship manager if you have any questions.

2 ©2017CoveoSolutionsInc- ProprietaryandConfidential

Forward Looking Statements

Innovation and new use cases

Simon Langevin

Product Manager


COVEO IN THE MICROSOFT ECOSYSTEM

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• Sitecore Integration• Latest Developments

• Upcoming version 4.1

• Version 5.0 and 2018

• Dynamics Integration• Current offering

• Plan for End of 2017

©2017CoveoSolutionsInc- ProprietaryandConfidential

Agenda

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AI powered search & recommendations Coveo brings relevance to every interaction customers, partners and employees have with your organization

Knowledge ecosystem

Secure connectivity to reach and unify across the entire enterprise

Predictive analytics

Wisdom from the interactions’ sumtotal cues likely intent

Machine learning

Data science drive “what you need next” recommendations

Content RelevanceBehavior+ =

Every interaction tells a story; you just have to listen and learn.

+Integration

In the course of work or digital interactions

Context

Choreography between indexing, search, user interaction, analytics, machine learning and predictive science

Delivering the complete information ecosystem, to drive boutique personalization.

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Front-end Intelligent self-serviceCall deflectionCustomer service intelligence, contact center agent consoles

Beyond SharepointIntelligent/Learning intranetSurface up all relevant contentContextual recommendationsProficiency vs efficiency

Content RecommendationsPersonalizationAdvanced search & navigationRelevance

Microsoft & Coveo – Use cases

IntelligentSelf Service & Customer Service

IntelligentIntranets

IntelligentWebsites

1 2 3

Where we stand & what’s coming


Coveo for Sitecore

Make it easierfor Customer andPartner to leverage Coveo within Sitecore.

Simplicity1 Accelerate development and provide more power toContent Author.

Velocity2 Provide the best content to visitors and democratize relevance.

Relevance3

Development Guiding Principles


Coveo ML Recommendations

xDB Personalization & Coveo ML

New user context component▶︎ Send xDB pattern to Coveo UA

▶︎ Send any user information to Coveo UA



Demonstration

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PersonalizationLeverages the Sitecore xDB context

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PersonalizationLeverages the Sitecore xDB context

Geolocation Helper

A set of new components to help users search based on their location

©2017CoveoSolutionsInc.- ProprietaryandConfidential

Sitecore GoogleOr

CustomOr

Support for multiple location providers

New distance rules for filtering & boosting▶︎ Add 100 points when distance is less than 50 miles.

▶︎ Filter out results that are out of a 10 miles radius.

Coveo for Sitecore 4.1

Smaller, more flexible components

Cacheable

Lazy loading of JavaScript/CSS resources

Support of Client Side rules

Data source for every components

Support for legacy components

Beta Release planned for the end of July 2017

Accessible to Coveo for Sitecore Certified Developers


2017 Q2 - Updated Roadmap

Q2 Q3 Q4 Q1 Q2 Q3CY2017 CY2018

Geolocation Helpers- Location aware search- Distance rules (filtering/boosting)- Distance faceting and sorting

Version 5.0- Multiple-Index support- Indexing configuration UI- Streamlined upgrades- Coveo look and feel

Version 4.1- Lightweight components- Client side rules- Public Security Optimization

Ecommerce Improvements- ML product recommendations- Price faceting & sorting- Inventory integration

Where we stand & what’s coming


Microsoft Dynamics

Make it easy to Connect Coveo Cloud & Dynamic 365.

Connectivity1 Integrate Coveo’stoolset right at the heart of Dynamics 365

Integration2 Provide the best content to user based on context past users behaviors.

Insight3

Next 12 months Outlook

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AppSourceConnector for Dynamics 8.0+Add Dynamics data to Coveo’s unified indexSearch Dynamics data from any Coveo UI

Initial configuration wizardInitial setup performed in less than 5 minOAUTH handshake with Coveo Cloud

Connector configuration toolPre-configured for common Dynamics entitiesUI to easily change crawling configurationInitiate index rebuild directly form Dynamics

Self-service trialsAutomatic provisioning of Coveo Cloud

Main Source Configuration Panel

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Currently on AppSource

Configuring Indexed Entities & Relations

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Currently on AppSource

— =not supported, ✔ = supported and 👍 = preferred

Compatibility

CloudV2 On-Premises

DynamicsIntegration ConnectorOnly ConnectorOnly

5.xor earlier — — —

6.0– 6.1 — — 👍

7.0– 7.1 — 👍 ✔

8.0– 8.1 👍 ✔ ✔

8.2 👍 ✔ —

9.0(NextVersion) 👍 ✔ —

2017 Q2 - Updated Roadmap

Q1 Q2 Q3 Q4 Q1 Q2CY2017 CY2018

Connector Configuration Tool- Available in AppSource- Connect to Coveo Cloud- Configure ConnectivityMarch 10th

Case & Insight Consoles- Content into Context- Content Recommendation- Intelligent Insight consolesAligned with MS Fall 2017

Coveo Search Option- Integrate to Dynamics Search UI- Coveo ML Relevance- CustomizabilityAligned with MS Spring 2017

Portal Integration- Public Facing Search- Community Search- Case deflection widgets Early Q2 2018

Dynamics Connector v2- Using MS Data Sync Framework- Improved performances- Live MonitoringLate Q2 2018

August 2017

EOY 2017

+ Coveo Search UI Inside DynamicsRegistered as a “Search Provider”Option to set Coveo as default search

+ Coveo Interface Editor Inside DynamicsEasily configure & customize the search Interface

+ Coveo UA & ML Inside DynamicsCollect statistics from users/visitorsReports on user behaviorsML Automatic Relevance Tuning

[ Use Case ]Enterprise Search Inside DynamicsSearch all content from within Dynamics

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2017-H2 [Require Dynamics Spring 2017]

Coveo as a Search Provider

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Q3 2017 [Require Dynamics Spring 2017]

Coveo Registered as a Search Provider

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Manage Coveo Search Interface

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Customize Search Interface – WYSIWYG View

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Customize Search Interface – Code View

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Questions?

▶ From On-Prem to Cloud: Leveraging the Coveo Cloud Platform

Patricia Leino, Tyler Technologies | Olympic Room

▶ Web Site Search Best Practices

Simon Langevin, Coveo and Andy Uzick, ARKE Systems | Civic Room

▶ Getting the Most for Coveo in the Salesforce Service Cloud

Adam Palmer & Gregory Laporte, Coveo | Concordia Room

UP NEXT | 2:00 PM – 2:45 PM


Nicolas BordeleauDir. Product Management, Microsoft LOB

[email protected]

https://www.linkedin.com/in/nbordeleau/

@nbordeleau


© 2017 Coveo Solutions Inc -Proprietary and Confidential · Call deflection Customer service...

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