Open Source Sales Force Automation (SFA) in the Cloud SaaS

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1 Open Source Sales Force Automation (SFA) in the Cloud SaaS Service Overview Our open source Sales Force Automation (SFA) in the cloud service allows customers to perform marketing automation through multi channel campaigns. Track sales activities, establish sales teams and account teams and manage leads and opportunities with best of breed open source SFA solutions. 1Tech SFA solutions help organisations achieve a variety of business goals, such as better sharing of business intelligence, improved performance, and higher levels of innovation. By providing a single, comprehensive environment that offers unequivocal SFA functionality we help our customers create valuable collaborative relationships that were previously impossible due to technical limitations. Working together with its Cloud Services Partner, Skyscape, 1Tech Limited (1Tech) has developed its Sales Force Automation (SFA) in the Cloud service to enable organisations to acquire a subscriptionbased, best-of breed, sales force automation application in a rapid timescale. 1Tech is a leading provider of sales force automation (SFA) solutions and associated consultancy, implementation and support services. 1Tech is 100% focused on SFA and is generally acknowledged by SFA vendors, SIs and its customers as an organisation that employs the foremost subject matter experts in the UK and provides the highest level of customer service. The solution is based on a market-leading open source SFA with the stability of a true enterprise-class platform. This model allows 1Tech to use best-of-breed, open standards, open source technologies and contributions from the open source community to deliver higher quality software that is produced more quickly and at a much lower cost. The software has been available in the market now for over 10 years and has been deployed in over 1,100 enterprise companies across 60 countries worldwide. Skyscape is the service provider of choice for Assured Cloud Services - a scalable service that provides flexible and tailored solutions for the UK Public Sector. Skyscape Assured Cloud is a UK sovereign, secure service with data in named, accredited data centres, which utilise the partner technology and efficiency of the Skyscape Cloud Alliance. Skyscape has a rich catalogue of services across the three Cloud Service Models in IaaS, PaaS and SaaS with meaningful, industry leading SLAs that are aligned to business and based upon the ITIL Service Management framework. Skyscape is acting as a subcontractor to 1Tech for the provision and support of Cloud infrastructure. Service and Product Features The full feature list can be located on our web site at: A summary of the features is defined below: Reporting Sales Trends Marketing Analytics Case Reports Dashboards Sales Force Automation Opportunity Management

2 Activity Management Contact Management Account Management Forecasting Quotes and Contracts Dashboards Marketing Automation Multi Channel Campaigns Campaign Wizard Marketing Web To Lead Forms Lead Management Marketing Analytics Customer Support Case Management Inbound Knowledge Base Technology: Free and open source software Standards based Based on: Sun Java, J2EE, W3C XML, HTML, SOA, WfMC XPDL, OMG GL, Party, Product, Workflow All applications built on the same framework, tools and components Flexible and efficient to use data layer Loosely coupled multi-layer component architecture Service based logic layer Advanced web application framework Benefits: A complete, credible solution with no licensing fees Low total cost of ownership Feature rich with a robust data model Scalable, flexible open architecture with frequent updates and wide support Active and collaborative development community Information Assurance The Impact Level (IL) at which the G-Cloud service is accredited to hold and process information is suitable from IL0 to IL3. All data centres (locales) are highly resilient Tier3, UK sovereign and LIST X status. Information Assurance Connectivity via the internet or a government secure network (GSI, PNN, N3, etc) is standard. Backup/Restore and Disaster Recovery Organisations can choose from a range of protection levels. The default level is Local Protection data is held in a single named UK locale and protected using server virtualisation. If organisations cannot tolerate the loss of data, they are recommended to consider the optional Remote Protection level. Optional: Remote Protection can be chosen where virtual servers and data are stored in two UK sovereign locales, with a copy maintained in a primary named UK locale and copied to a geographically remote UK

3 locale. Organisations can also purchase capacity on the 1Tech-Skyscape Backup to the Cloud platform on which secondary copies of data can be automatically created and retained. Such data can also be replicated for even higher data durability. On-boarding and Off-boarding An organisation will need to engage in definition of their requirements and the configuration / composition of the system, as well as the more detailed activities for the system to integrate to the organisation s existing business processes. 1Tech provides comprehensive on-boarding and off-boarding consultancy services through its Lot 4 submission to G-Cloud Framework. Pricing Model For 99.95% availability SLA (SL2): Number of User IL0 IL2 IL3 Accounts and over For 99.99% availability SLA (SL3): Number of User IL0 IL2 IL3 Accounts and over Notes to Tables: Minimum of 100 user accounts per order. Based on assumed 10% user-concurrency rate. Storage (over and above 1TB) will be charged at 0.61 per Gb per month. Production environment only. Additional Data Transfer Charges: Internet data transfer out of the platform (i.e. network traffic) is charged at 0.13 per GB. PSN data transfer (IL2) out of the platform (i.e. network traffic) is charged at 0.26 per GB. GSi data transfer (IL3) out of the platform (i.e. network traffic) is charged at 1.56 per GB. Product / Service Options 1. Pre configured / off the shelf platform. 2. Tooling to configure / compose bespoke system.

4 3. Management option. In many cases, the organisation may choose to manage the application themselves. As an option, 1Tech is able to manage the configured application on behalf of the organisation (through its Lot 4 submission to the G-Cloud framework) 4. Remote Replication (additional cost). Virtual servers and data are stored in two UK sovereign locales, with a copy maintained in a primary named UK locale and copied to a geographically remote UK locale. 5. Backup (optional). 1Tech is able to backup either entire virtual servers, or selected data to an independent backup solution. This can allow clients to recover their servers and/or data from a backup. 6. Training. Additional instructor-led training is available to complement this service (as a Lot 4 service) Service Management Details A comprehensive secure online Portal provides the most common Service Management functionality. An experienced, qualified ITIL Service Delivery Manager will be assigned to each client, and will be responsible for the on-going client relationship. They will also provide assistance with reporting, incident escalation and continual service improvement, at all times following the 1Tech-Skyscape ITIL-based process framework. Service Management functions such as application-environment system administration for the application are not in scope of this service. This function can be procured separately from 1Tech under Lot 4 of the G-Cloud framework. Service constraints There are no built-in service constraints. 1Tech will adhere to the following in terms of maintenance windows: Planned Maintenance means any pre-planned maintenance of any infrastructure relating to the Services. 1Tech shall provide the Client with at least twenty four (24) hours advance notice of any such planned maintenance: Planned maintenance of the 1Tech-Skyscape infrastructure relating to the Services shall happen between the hours of 00:00and 06:00 (UK local time) Monday to Sunday and/or between the hours of 08:00 and 12:00 (UK local time) on a Saturday and/or Sunday; Planned Maintenance shall be excluded from any availability calculation in regard to Service Credits but shall be included in the monthly service reporting; Emergency Maintenance means any emergency maintenance of any of the infrastructure relating to the Services. Whenever possible, 1Tech shall provide the Client with at least six (6) hours advance notice: Whenever possible Emergency Maintenance of the 1Tech-Skyscape infrastructure will happen between the hours of 00:00and 06:00 (UK local time) Monday to Sunday and/or between the hours of 08:00 and 12:00 (UK local time) on Saturday and/or Sunday unless there is an identified and demonstrable immediate risk to a Clients environment; Emergency Maintenance shall be excluded from any availability calculation in regard to service credits but shall be included in the monthly service reporting. Service Levels 1Tech offers a 99.95% availability SLA based on the availability of the environment itself. Financial Recompense Model for Not Meeting Service Levels None. Training

5 A range of user and administrator training options are available for customisation, extension and integration of the solution. Ordering and Invoicing Process Clients can view their current usage and charges online in real-time via the portal. Billing for the service is monthly in advance. Payment can be via the following methods: Direct Debit or purchase order. Service Lead Time New Clients (organisations) will typically be deployed within 1 month from order. Shorter deployment times may be available and prioritised upon request. Existing Organisations have instant access to additional usage with no notice period required. Termination terms by consumers (i.e. consumption) By the Supplier (removal of the G-Cloud Service) One Calendar month notice must be given. There are no termination fees. All data, accounts and access will be permanently deleted. Termination costs There are no termination costs for this Service. However, an organisation must make provision for migration of the data outside of the system. Data restoration / service migration Customer has ability to extract their information. A migration service is offered separately and is recommended to maintain integrity of information under retention. Consumer responsibilities Definition of and configuration / composition of document management system. The control and management of access and responsibilities for end users. Organisations must also be aware of the variable nature of the billing based on usage. The consumer is also responsible for ensuring it applies suitable controls to its sensitive data/application. Technical requirements (service dependencies and detailed technical interfaces, e.g. client side requirements, bandwidth/latency requirements etc.) Individual users will require Internet access (IL0-IL2) or connectivity via a government secure network (IL3) to the 1Tech-Skyscape Cloud Platforms. Details of any trial service available Demonstration service is available by agreement.

6 1Tech is the leading Systems Provider / Integrator when it comes to open source solutions. Let us demonstrate how we can make a difference to your business. Give us a call or send an to arrange an informal telephone chat to see if we can help you reduce costs, get more from your budget and improve the stability and maintainability of your systems.

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