Edwin Margulies

Edwin Margulies

Waco Area
4K followers 500+ connections

About

Edwin Margulies is a visionary and seasoned executive with over four decades of…

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Experience

  • Nextiva Graphic

    Nextiva

    Scottsdale, Arizona, United States

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    Clifton, Bosque County, Texas

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    Austin, Texas Metropolitan Area

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Education

  • Indiana University of Pennsylvania Graphic

    Indiana University of Pennsylvania

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    Activities and Societies: Sold books door-to-door for Soutwestern Publishing for three summers to pay for tuition. Did professional photography and delivered pizza for book money.

    Part of charter school of Journalism at IUP. Photojournalist for Indiana Penn newspaper.

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    Activities and Societies: Boy Scouts - Order of the Arrow, Barbershop Quartet, Concert Choir, District Choir, Marching Band, Swim Team, School Newspaper

Volunteer Experience

  • Co-Founder of 501(c)3 Public Charity

    LGRS

    - Present 16 years 11 months

    Animal Welfare

    Rescue, rehabilitation, outreach and adoption services for unwanted and abandoned animals

Publications

  • Social Engagement for Customer Care

    Sterling Press

    You should read this book if you are an executive involved in customer care, brand management or voice of the customer initiatives. You should also read this book if you are a customer care professional who is establishing a social presence for your company or wants to improve your company’s social presence. Whether you are a social quarterback, social care supervisor, or agent, this book will help you to establish a working strategy for your company on the social web. You will learn the…

    You should read this book if you are an executive involved in customer care, brand management or voice of the customer initiatives. You should also read this book if you are a customer care professional who is establishing a social presence for your company or wants to improve your company’s social presence. Whether you are a social quarterback, social care supervisor, or agent, this book will help you to establish a working strategy for your company on the social web. You will learn the essentials for proper discovery in setting up your social command center. You will also learn how to fine-tune your social engagement with best practices for social engagement etiquette, profile strategies, multi-tiered clustering, agent skills and assistance, and agent retention. If you want to kick-off or improve your social care engagement initiative, this book is an essential read for you and your team.

    Other authors
    • Lance Fried
    See publication
  • Web Site Usability Almanac 2004

    Sterling Press

    Web Site Usability Almanac 2004 The Web Site Usability Almanac 2004 is a landmark study in the usability of commercial and non-profit web sites, with an eye on customer service and automation. The Almanac represents the output of a joint research initiative sponsored by Sterling Audits' own research staff and its research affiliates. The research base includes thousands of web sites from 9 industry segments including: Communications; Financial Services; Government; Healthcare; Insurance;…

    Web Site Usability Almanac 2004 The Web Site Usability Almanac 2004 is a landmark study in the usability of commercial and non-profit web sites, with an eye on customer service and automation. The Almanac represents the output of a joint research initiative sponsored by Sterling Audits' own research staff and its research affiliates. The research base includes thousands of web sites from 9 industry segments including: Communications; Financial Services; Government; Healthcare; Insurance; Manufacturing; Retail; Transportation; and Utilities.

    See publication
  • Voice Response Usability Almanac 2004

    Sterling Press

    Voice Response Usability Almanac 2004 The Voice Response Usability Almanac 2004 concentrates on automated telephone systems for customer service. This landmark study is the result of ongoing joint research between Sterling Audits and its research affiliates. Included are surveys from 9 industry segments including: Communications; Financial Services; Government; Healthcare; Insurance; Manufacturing; Retail; Transportation; and Utilities. Over a thousand voice response systems are part of the…

    Voice Response Usability Almanac 2004 The Voice Response Usability Almanac 2004 concentrates on automated telephone systems for customer service. This landmark study is the result of ongoing joint research between Sterling Audits and its research affiliates. Included are surveys from 9 industry segments including: Communications; Financial Services; Government; Healthcare; Insurance; Manufacturing; Retail; Transportation; and Utilities. Over a thousand voice response systems are part of the survey base.

    See publication
  • How to Audit and Benchmark Your Voice Response System

    Sterling Press

    This book shows you how to characterize your Speech or Interactive Voice Response systems using the Sterling Audits Usability Index methodology. You'll learn how to collect the appropriate data, and how to score and weight your voice response system for easy benchmarking. After several introductory chapters, the book leads you through five critical success areas for benchmarking your system. These include: Navigation, Content, Usability, Interactivity and Credibility.

    See publication
  • How to Audit and Benchmark Your Web Site

    Sterling Press

    This book provides step-by-step instructions on how to characterize your web site, how to collect the appropriate data, and finally how to score and weight the data based on the Sterling Audits Usability Index. The book starts with a tutorial on Web Site Categorization, including the type of site and information on its framework. The chief topics are: Navigation, Content, Usability, Interactivity and Credibility.

    See publication
  • Official Glossary of Service Automation Terms

    Sterling Press

    This glossary covers interactive voice response, call center, service automation, and enhanced network services terms.

    See publication
  • EIG Official Glossary of Speech, IVR, and Computer Telephony Terms

    EIG Press

    This glossary covers Automated Speech Recognition, Interactive Voice Response, and CT Terms

    Other authors
    See publication
  • The Official Glossary of Computer Telephony Terms

    Miller Freeman Inc. / United News And Media

    Covers Computer Telephony Terms including Computer Telephone Integration, Call Center and Automation terms.

    See publication
  • Audio Teleconferencing - The Complete Handbook

    CMP Media

    Using real-world examples to demonstrate a variety of ideas for effective teleconferencing, this text explains how to use conference calls to get things done efficiently and economically.

    See publication
  • The UnPBX - The Complete Guide to the New Breed of Communications Servers

    CMP Media

    The UnPBX consolidates all business communication tools into one personalized computer system. This text explains how the UnPBX system works and how it can save businesses money.

    See publication
  • 337 Killer Voice Processing Applications. Second Edition

    CMP Media

    Your telephone is the first line to your customers. They call to find out how much money they have in your bank. They call to find out when their car will be ready. You can give them this info easily with voice processing systems. But which is best in your company? This book is crammed with real-world examples of voice processing. It gives you an overview of all the systems you could choose. Once you know the field, you can pick the one(s) that make the most sense for your company - ease…

    Your telephone is the first line to your customers. They call to find out how much money they have in your bank. They call to find out when their car will be ready. You can give them this info easily with voice processing systems. But which is best in your company? This book is crammed with real-world examples of voice processing. It gives you an overview of all the systems you could choose. Once you know the field, you can pick the one(s) that make the most sense for your company - ease, speed, price, customer impact, etc.

    See publication
  • Understanding JAVA Telephony

    CMP Media

    This book covers the Java Telephony API (JTAPI), the JTAPI Call Model, JAVA Architecture, Programming Examples and SunXTL Teleservices Architecture.

    Other authors
    • Sun Microsystems
    See publication
  • Secrets of Windows Telephony

    CMP Media

    This book is a "must read" for any computer telephony professional. Windows Telephony is exploding and so are the standards. From WAVE Wrappers to Unimodem V to TAPI 2.0 and ATM on NT, there's a dizzying array of APIs, SPIs, standards and devices to deal with. This book tells the Windows Telephony story from the developer and programmers' perspective.

    See publication
  • Client Server Computer Telephony. Second Edition

    CMP Media

    Almost every phone system (PBX and ACD) can now be attached to, and controlled by a server on a local area network. This is a major revolution in telecom and offers major advantages to users. This is the first book on client server computer telephony. It spells out the benefits and a detailed description of how to achieve them.

    Other authors
    • Dan Miller
    • Gary Bradley
    See publication
  • Understanding the Voice Enabled Internet

    CMP Media

    Computer telephony is supercharging the Internet. This book explains three major developments. The biggest is the confluence of the World Wide Web with computer telephony, platform hooks and links. It's a new way to get voice to the customer visiting you on the Internet. Then there's Internet technology on internal company computer telephony groupware apps, through "Intranets" and "Intrawebs". Internet Telephony is also making nearly free long-distance "voice" and "video" calls on the 'Net a…

    Computer telephony is supercharging the Internet. This book explains three major developments. The biggest is the confluence of the World Wide Web with computer telephony, platform hooks and links. It's a new way to get voice to the customer visiting you on the Internet. Then there's Internet technology on internal company computer telephony groupware apps, through "Intranets" and "Intrawebs". Internet Telephony is also making nearly free long-distance "voice" and "video" calls on the 'Net a reality.

    See publication
  • 1001 Computer Telephony Tips, Secrets and Shortcuts

    CMP Media

    Finally! A book crammed with the best advice from the top experts in telephones, computers and communications. This is a "must read" for both newcomers and industry veterans. It contains a treasure trove of pointers from the most knowledgeable pioneers in computer telephony. Written in short, no-nonsense "sound bite" style, this book delivers over one thousand- dollar and sanity-saving tips. You'll save the price of the book with one useful tip.

    Other authors
    • Computer Telephony Magazine Staff
    • Teleconnect Magazine Staff
    See publication
  • SCSA: The Complete Reference To Using Signal Computing System Architecture in Computer Telephony. Second Edition

    CMP Media

    This book covers the Dialogic SCSA architecture and the genesis of the TAO - Telephony Application Framework.

    Other authors
    • Dialogic Corp Engineering Staff

Patents

  • System and Method for Auto-Provisioning AI-Based Dialog Service

    Issued US 11,620,371

    A software-based, networked system for the automatic provisioning of voice and text-based dialogs between human beings and machines or software programs. This includes a collection of subroutines, algorithms, gateways, templates and connectivity to commonly available AI (Artificial Intelligence) substrates and target deployment platforms. The invention describes the ability to be credentialed against a plurality of target platforms including social engagement timelines, smart phone…

    A software-based, networked system for the automatic provisioning of voice and text-based dialogs between human beings and machines or software programs. This includes a collection of subroutines, algorithms, gateways, templates and connectivity to commonly available AI (Artificial Intelligence) substrates and target deployment platforms. The invention describes the ability to be credentialed against a plurality of target platforms including social engagement timelines, smart phone applications, and web sites. In particular, the invention describes the ability to automatically: Access historical and real time dialogs; extract relevant information from those dialogs; assemble an automated AI corpus; connect to subroutines, gateways, and essential processes; automatically deploy itself on a target platform; automatically update and “re-train” itself; and automatically provide actionable insights on user behavior and provide notifications automatically.

    Other inventors
    • Gerald Holly
    • Namir Yedid
  • Real Time Feedback Proxy

    Issued US 9,118,763

    In accordance with the teaching described herein, systems and methods are provided for a communications proxy and overlay network for a plurality of customer feedback collection instruments that are configured to gather information from customers. A communications server array may be configured to communicate with a user device and one or more contact centers. An application server may be configured to communicate with the communications server array, a contact centers having associated user…

    In accordance with the teaching described herein, systems and methods are provided for a communications proxy and overlay network for a plurality of customer feedback collection instruments that are configured to gather information from customers. A communications server array may be configured to communicate with a user device and one or more contact centers. An application server may be configured to communicate with the communications server array, a contact centers having associated user interfaces. An intelligent text processing and analysis module may be configured to transform an input from the user device to a modified input for use by the first contact center and second contact center to facilitate real time or delayed communications between users and agents.

    Other inventors
  • Dynamic Customer Satisfaction Routing

    Issued US 8,885,812

    Embodiments of the present invention provide a robust customer service environment employing "Key Performance Indicators" (KPIs), which represent both customer interaction experiences and also the overall efficacy of agent performance on an interaction-by-interaction basis. A KPI can be any metric for measuring a category of information related to a call center interaction, e.g., customer satisfaction or agent ability/performance. Input from customer experiences is catalogued and linked to one…

    Embodiments of the present invention provide a robust customer service environment employing "Key Performance Indicators" (KPIs), which represent both customer interaction experiences and also the overall efficacy of agent performance on an interaction-by-interaction basis. A KPI can be any metric for measuring a category of information related to a call center interaction, e.g., customer satisfaction or agent ability/performance. Input from customer experiences is catalogued and linked to one or more KPIs. Key performance indicators are associated with a key performance indicator template, which is linked with a project comprising routing rules, triggers, and specific actions that are driven as a result of the key performance indicator template. The project may be a phone/IVR project, Web CallBack project, email project, or a Chat project. Execution of the key performance indicator template triggers pre-, during, and/or post-call, -chat, -CallBack, or -email input from a call center user.

    Other inventors
  • Secure Customer Service Proxy Portal

    Issued US 8,755,372

    A portal system for secure, aggregated and centralized management and access of disparate customer service and social networking environments.

    Other inventors
  • System and method for routing workflow items based on workflow templates in a call center

    Issued US 8,583,466

    The present invention facilitates the creation and implementation of Workflow Templates and also the designation of linkage between these templates and specific projects dealing with different media type handling. Workflow Templates are used to automatically generate user interface views which will be used by agents, knowledge workers, supervisors and customers. Such Workflow Templates provide the means to create, define and store the name and definition of and "trigger points" for each…

    The present invention facilitates the creation and implementation of Workflow Templates and also the designation of linkage between these templates and specific projects dealing with different media type handling. Workflow Templates are used to automatically generate user interface views which will be used by agents, knowledge workers, supervisors and customers. Such Workflow Templates provide the means to create, define and store the name and definition of and "trigger points" for each workflow item. The trigger points for when a document is used are also determined when creating the template. Further, in creating a Workflow Templates the administrator can instruct the system to save scripts associated with the template that can be saved as XML, EDI, JSP, CGI, VXML, etc. so as to be able to automatically generate documents or logic flows consistent with the target media type for the anticipated interactions with customers.

    Other inventors
  • Systems and Methods for Handling a Plurality of Communications for Different Companies

    Issued US 8,549,107

    A distributed communication center configured to handle a plurality of communications includes a user zone, a web zone, and a network zone. The user zone includes a plurality of remote terminals that enable communication center personnel and end users to remotely interface with the distributed communication center through the web zone. The web zone includes one or more web servers configured and one or more mail servers to interface the remote terminals in the user zone with the network zone…

    A distributed communication center configured to handle a plurality of communications includes a user zone, a web zone, and a network zone. The user zone includes a plurality of remote terminals that enable communication center personnel and end users to remotely interface with the distributed communication center through the web zone. The web zone includes one or more web servers configured and one or more mail servers to interface the remote terminals in the user zone with the network zone. The network zone includes one or more telephony servers and one or more application servers.

    Other inventors
  • Systems and Methods for Handling a Plurality of Communications

    Issued US 7,962,644

    A distributed communication center configured to handle a plurality of communications includes a user zone, a web zone, and a network zone. The user zone includes a plurality of remote terminals that enable communication center personnel and end users to remotely interface with the distributed communication center through the web zone. The web zone includes one or more web servers configured and one or more mail servers to interface the remote terminals in the user zone with the network zone…

    A distributed communication center configured to handle a plurality of communications includes a user zone, a web zone, and a network zone. The user zone includes a plurality of remote terminals that enable communication center personnel and end users to remotely interface with the distributed communication center through the web zone. The web zone includes one or more web servers configured and one or more mail servers to interface the remote terminals in the user zone with the network zone. The network zone includes one or more telephony servers and one or more application servers.

    Other inventors
  • Call Centers for Providing Customer Services in Telecommunications Network

    Issued US 7,568,038

    A software-based distributed architecture allows rapid provisioning and flexible management of fault-tolerant call centers for interaction between companies' agents and outside customers via multi-media messages, using both real time and non-real time messages. The real time messages include web-based chat, forms and applications sharing, PSTN calls, and incoming and outgoing Voice over IP calls. The non-real time messages include web call-back requests, voice messages, fax messages, and email…

    A software-based distributed architecture allows rapid provisioning and flexible management of fault-tolerant call centers for interaction between companies' agents and outside customers via multi-media messages, using both real time and non-real time messages. The real time messages include web-based chat, forms and applications sharing, PSTN calls, and incoming and outgoing Voice over IP calls. The non-real time messages include web call-back requests, voice messages, fax messages, and email messages. The architecture provides for sharing of non-dedicated resources among multiple companies, mirrored hot backup, dynamic resource provisioning and allocation, dynamic load balancing, and implementation of service controls on individual companies in accordance with subscription service limits.

    Other inventors
  • Call Center Administration Manager with Rules-Based Routing Prioritization

    Issued US 7,039,176

    A multi-media call center provides an interface tool for enabling non-technical personnel of a company running the call center to provision and configure the call center from available resources. The calls received by the call center are identified and their attributes useful in queuing the calls are determined. Based on the attributes, priority ratings are computed for the calls by applying a predetermined function to the attributes, and the calls are queued in accordance with their respective…

    A multi-media call center provides an interface tool for enabling non-technical personnel of a company running the call center to provision and configure the call center from available resources. The calls received by the call center are identified and their attributes useful in queuing the calls are determined. Based on the attributes, priority ratings are computed for the calls by applying a predetermined function to the attributes, and the calls are queued in accordance with their respective priority ratings. The weights to be given to the various priority attributes and the initial values of the customer-specific priority attributes are set through the interface tool during the provisioning and configuring process. The attributes are linked to the call center's live database, and the values of the customer-specific priority attributes are dynamically updated, so that events relevant to call prioritization that occur after the initial configuration has been completed can affect call queuing.

    Other inventors
  • Call Center

    Issued US 6,697,858

    A software-based distributed architecture allows rapid provisioning and flexible management of fault-tolerant call centers for interaction between companies' agents and outside customers via multi-media messages, using both real time and non-real time messages. The real time messages include web-based chat, forms and applications sharing, PSTN calls, and incoming and outgoing Voice over IP calls. The non-real time messages include web call-back requests, voice messages, fax messages, and email…

    A software-based distributed architecture allows rapid provisioning and flexible management of fault-tolerant call centers for interaction between companies' agents and outside customers via multi-media messages, using both real time and non-real time messages. The real time messages include web-based chat, forms and applications sharing, PSTN calls, and incoming and outgoing Voice over IP calls. The non-real time messages include web call-back requests, voice messages, fax messages, and email messages. The architecture provides for sharing of non-dedicated resources among multiple companies, mirrored hot backup, dynamic resource provisioning and allocation, dynamic load balancing, and implementation of service controls on individual companies in accordance with subscription service limits.

    Other inventors
  • Converter for In-Band Routing and/or Origination Information

    Issued US 5,046,088

    An ANI Converter System (ACS): (1) logically interfaces between: (a) a telephone network, on the one hand, and customer premises equipment (CPE), on the other hand, or (b) two portions of a switched telephone network, such as two tandem toll switching machines; (2) accepts incoming calls; (3) extracts in-band network routing and/or origination information such as ANI information; (4) uses the information to extract relevant information from a data base; and (5) places a call to a predetermined…

    An ANI Converter System (ACS): (1) logically interfaces between: (a) a telephone network, on the one hand, and customer premises equipment (CPE), on the other hand, or (b) two portions of a switched telephone network, such as two tandem toll switching machines; (2) accepts incoming calls; (3) extracts in-band network routing and/or origination information such as ANI information; (4) uses the information to extract relevant information from a data base; and (5) places a call to a predetermined called party at, for example, a predetermined workstation to aid operators using the workstation in carrying out transactions with a calling party. The ACS includes a network signalling interface (NSI) for receiving calls from a calling party; a customer premises equipment signalling interface (CPESI) for placing calls to a called party at, for example, a business CPE; a voice and data processing means (VDPM) which is switchably interconnected to the NSI and the CPESI for detecting the in-band network routing and/or origination signals transmitted with the incoming signal from the calling party; a connection and switching means (CSM) for connecting and switching the NSI to either the VDPM or the CPESI and for connecting and switching the VDPM to the CPESI; and a controller for directing the activities of the NSI, CPESI, VDPM and CSM to accept incoming calls, to extract the in-band information, to use the information to extract relevant information from a data base, and to place a call to a predetermined called party.

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