Client reporting for wealth management brands : Exceeding Client Expectations
Client Management
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Transcript of Client Management
Client Management
Introduction• In a typical organization there are a lot of client machines
used for day to day operations• Client management is a necessary tasks:
– Installing and updating software– Patch installation– Troubleshooting and Recovery from faults
• When a company getting large it is a tedious task to do such management without appropriate tools
• Now there are client management software that can help to provide such services more effectively
• Altiris is an example of such software used also in CE
Why we need client management software
Client Management Suit
Deployment solution
• Used for– New PC deployment– Hardware refresh– OS migration
• Create single standard image• Hands-off desktop deployment• Data and Settings migration
Deployment and Configuration
• Aim is to ease OS and Software installations and configuration
• This is done with a variety of tools and service:– Boot image– Software packaging
A sample scenario
• Bob is a new hire in sales department and needs a new laptop
• Sally in IT department orders a laptop, hands over it to Bob and says “Simply plug-it in”
• With deployment features Sally have a Base Image of all the files from a base machine
Boot and Software packages on a Server
Management and Support
• Sally needs to support client computers through the network.
• She sets up a Altiris client on Bob’s machine which monitors it
• When a problem occurs Sally can see the detail of Bob’s machine like the installed software, hardware and network settings so that she have a better understanding of the problem and how to fix it.
Detail information of a client machine
Software troubleshooting
• Bob on road uses VPN to connect to the company network
• He realizes that CRM package does not work properly and ask sally to fix it.
• Having a tool (Carbon Copy) enables sally to remotely control Bob’s computer and investigate the problem
• Next figure shows this situation
Troubleshooting
• Sally founds out that a patch to CRM package solves the Bob problem.
• Also to prevent other clients experiencing the similar problem packages the patch and distribute it to the client machines with the help of console
• Next image shows this situation
Distribution of updates
Effective patch management
Planning and assessment
• Statistical view of the client machines
Planning and Assessments (2)
• Tracking application usage
• Usage: Uninstall un-necessary software from a client machine and use the license for another machine
Backup and recovery
• Having snapshots of the client files stored in a server
Backup and recovery (2)
• Restoring a file
• Full system restore lets to recover a client to its state before a hardware crash for example a hard disk crash
Migration
• Upgrading to a new OS version• It is a tedious handy work:
– Backing up client data– Software settings– Personality settings (e.g. desktop wallpaper,
font settings, etc.)• A client management system will help in
migration to reduce such efforts
References
• Altiris.com