Get Started
Tailor-Made ItinerariesTour & Cruise ItinerariesFIT Package ItinerariesRole Guides
Kaptio AdminSupplier ContractingProduct Design/BuildProduct ContentTraining ManagerData ExpertsDevelopersKaptio Platform Architecture
Architecture OverviewDevelopment GuidelinesFunctional DecompositionPlatform FAQNew to Salesforce?Security & ComplianceManage your EnvironmentsData Import & ExportGlobal Platform Setup
Getting Started with Core ConfigurationManage Global SettingsConfigure ChannelsManaging Users, Roles & AccessUnderstanding Your Sample DataPIM: Supplier Contracting
Managing SuppliersSetup LocationsManaging ServicesConfigure PricesBulk Import Service DataManage InventoryPromotion & Discount SetupPIM: Tour & Package Design
Getting Started with PackagesUnderstanding Departure TypesManage Package PricingSetup Package ContentConfigure Package DefaultingCRM Module
Customizing Kaptio TravelManage Account Record TypesSetup Trip & Itinerary WorkflowManage Salesforce FeaturesCONNECT: Land & Air Connectivity
Getting Started with ConnectivityPNR Import Setup & UsageIntegrating Amadeus Hotel Connectivity Setup & UsageDOCS Module
Getting Started: ContentManaging Content & MediaSetup Document StagesSetup TemplatesBuilding Custom Content ComponentsBulk Import Content DataUsing the Document Starter KitUsing the ATOL Certificate Starter KitPersonalizing DocumentsGenerating DocumentsCustomer Access to DocumentsEmail Setup & UsageAdvanced Sample Email TemplateCRS: Training Guides
Getting Started: TrainingTraining Reservation TeamsTraining Finance TeamsPAY: Payment Gateway Integrations
Getting Started: PaymentsImplementing Braintree/PayPalIntegrating Your Own GatewayData Migration
Guide to Booking MigrationPeripheral Integration Guides
Accounting IntegrationData Warehouse IntegrationWebsite IntegrationIntroduction to Kaptioβs Modular Architecture
Kaptio leverages a robust and modular platform architecture designed to cater to various aspects of travel management, facilitated through distinct platform modules categorized under Sell, Operate, and Self-Service functionalities. This modular design allows users to tailor the platform's extensive capabilities to their specific needs, enhancing operational efficiency and customer engagement.
Strategic Value Proposition
The platform is built on a foundation of strategic value propositions including enterprise readiness, performance, innovation, and flexibility, all driven by AI and trust-focused elements. These core values ensure that Kaptio is not only a functional solution for multi-day travel companies but also a forward-thinking partner in the travel technology space.
Platform Modules
Global Platform Setup
The foundational aspects of the Kaptio platform are outlined under the Global Platform Setup, ensuring that the system is tailored to specific business needs from the onset:
- Business Units & Channels Setup: Customize configurations to align with the diverse operational and sales channels of your organization.
- Currency Setup: Implement multi-currency support to accommodate global transactions seamlessly.
- Sample Data: Utilize pre-configured data sets to test and validate system settings and functionalities before going live.
Selling Domain
The Selling Domain is designed to enhance customer interaction and sales efficiency through targeted modules:
- CRM Module: Manages direct guest and passenger relationships, agency interactions, and promotional activities to maximize engagement and revenue.
- Direct Guest & Passenger Management: Streamline customer data management for improved service delivery.
- Agency Management: Tools for managing relationships and transactions with travel agencies.
- Promotion Management: Develop and manage promotional campaigns to boost sales and customer retention.
- CRS Module: Central Reservation System functionalities that support booking, payments, and financial data management.
- Booking Management: Efficient management of all booking activities.
- Payment Management: Secure processing and tracking of payments.
- Financial Data Management: Consolidate and manage financial data across various streams for accuracy and compliance.
Operating Domain
Focuses on the operational aspects of tour and travel management:
- OPS Module: Central to managing on-the-ground operations and logistics.
- Passenger Registration: ensure correct passenger data capture from a departure perspective
- Tour Production: Planning and managing the logistical aspects of tour packages.
- Supplier Booking Management: Streamline interactions and transactions with suppliers.
- CONNECT Module: Ensures seamless connectivity and integration capabilities.
- Land Connectivity: Manage connections with land transport providers.
- Air Connectivity: Integrate with airlines and other air service providers for smooth travel experiences.
- Caching: Caching technology and approaches to ensure high-performance and fast search results-
Self-Service Domain
Facilitates customer-driven actions and interactions through automated and intuitive modules:
- DOCS Module: Automates document and communication management.
- Document Generation: Automatically generate travel documents, itineraries, and other essential customer documentation.
- Email Generation: Automate communication with customers, suppliers, and partners.
- PAY Module: Simplifies the payment processes to enhance customer experience.
- Payment Integration Framework: Robust framework to support diverse payment methods and processors.
- Payment & Insurance Partnerships: Establish partnerships with payment and insurance providers to offer comprehensive solutions to customers.
- BOOK Module: Provides tools for customers to manage their bookings directly.
- Availability & Pricing Feed: Real-time updates on availability and pricing to aid customer decision-making.
- Online Booking Engine: A robust platform allowing customers to make and manage bookings independently.
These modules collectively support a comprehensive travel management ecosystem, enhancing the capabilities of travel businesses to manage, operate, and grow their operations effectively. Through its scalable architecture, Kaptio provides the tools needed to address the diverse needs of the travel industry.
Salesforce-Powered Functional Architecture
The Functional Architecture Framework of the Kaptio platform is a sophisticated structure designed to decompose functionality into distinct, manageable layers. This framework not only facilitates a deep understanding of the platform's capabilities but also enables customers to effectively build extensions and integrations, tailoring the environment to their specific needs.
Enabling Customization and Integration
The layered approach of Kaptioβs Functional Architecture Framework is specifically designed to enable significant customization and integration capabilities:
- Build Extensions: Customers can develop extensions using the provided APIs and SDKs to add new functionalities or enhance existing ones. These extensions can range from simple user interface tweaks to complex logic that dictates core business processes.
- Integrate Seamlessly: With its robust API and service-oriented architecture, the platform allows for seamless integration with external systems and third-party services, including payment gateways, CRM systems, and more. This is crucial for businesses that operate within a diverse technology ecosystem.
- Tailor to Specific Needs: Each layer of the architecture provides specific touchpoints for customization, allowing businesses to tailor the platform extensively to fit their operational, sales, and customer service strategies.
This architectural flexibility empowers Kaptio's customers to mold the platform into a personalized solution that fits seamlessly into their business model, enhancing their ability to innovate and adapt to changing market dynamics.
Layers of the Architecture
- User Experience Layer: At the forefront of the architecture, this layer focuses on how users interact with the platform. It includes configurable and extendable components, allowing customers to modify and enhance their interface according to specific requirements. This layer is crucial for ensuring that the system is not only functional but also intuitive and tailored to end-user needs.
- Services Layer: This middle layer acts as the engine room of the platform, where core business logic services are executed. It incorporates both Salesforce for standard business processes and Google Cloud Platform (GCP) for more intensive computations and data handling. This dual-service approach provides a robust backbone for the platform, supporting scalable, high-performance operations. Extensions in this layer allow for the integration of custom code as well as low-code solutions, enabling businesses to add unique functionalities without extensive development overhead.
- Data Layer: Central to the platform's stability and security, this layer manages data transactions and storage. It supports the standardization of APIs for CRUD (Create, Read, Update, Delete) operations and ensures data integrity through extendable domain validation rules. This layer is pivotal for maintaining data security and compliance with global data protection regulations.
- Data Model Layer: The foundational layer defines the structural aspects of data within the platform. It distinguishes between core and extendable objects, providing flexibility while ensuring the integrity of the system's core functionalities. This layer's design allows businesses to extend the data model to incorporate custom fields and objects necessary for their specific use cases.