Table of Contents. Sales Practice Guide: Proposal

Transcription

1 POINT OF SALES SOLUTION PROPOSAL PREPARED FOR SAMPLE RESTAURANT Anytown, Anystate USA OCTOBER 22, 2008 TM Page 1 of 10

2 Table of Contents 1 Current Situation Solution Objectives Approach Benefits Implementation Plan Methodology Schedule Costs Conclusion...10 Page 2 of 10

3 Introduction Sunrise Business Services has been providing merchants nationwide with quality business solutions for over a decade. Based out of Smithtown, NY, the Sunrise team provides world-class customer service while offering great products at a competitve price. The goal of Sunrise Business Services is to build long term, mutually beneficial business relationships with merchants by operating with excellence and integrity, and by offering the highest quality products and services to our clients and prospective clients. 1 Sample Upgrade in Point-of-Sale System. Sample Restaurant of Anytown is looking to upgrade and obtain an integrated Point-of-Sale Solution for improved efficiency control, and enhanced staff and inventory management. 2 Solution In order to best meet the needs of Sample Restaurant of Anytown, the Point of Sales team at Sunrise Business Services, Inc. offers The Freedom Series Point of Sales Solution. The team has designed a two terminal system featuring: Sleek All-in-One terminals with touch screen technology High-end user friendly Point-of-Sale 2008 software Secure cash drawers Speedy thermal receipt printers A rugged, kitchen-environment ready impact printer Other custom solutions include remote access, the inclusion of biometric fingerprint scanners and flexible support options. 2.1 Objectives Sunrise Business Service has committed to providing top quality Point-of-Sale Solutions to merchants, such as Sample Restaurant of Anytown, because of the value that POS Solutions bring to these businesses. The team at Sunrise is seeking to build a long term, mutually beneficial business relationship with Sample Restaurant of Anytown by professionally reaching the following objectives: To provide Sample Restaurant with the right Point of Sale Solution to maximize efficiency, integrate business processes, and increase profits. To Deliver a Point-of-Sale Solution that meets the needs of Sample Restaurant today, while being Designed to Expand and be Upgraded for the needs of the future. To demonstrate excellence as a Point of Sale Solution Provider, by meeting all of the set-up, support, and related Page 3 of 10

4 customer service needs for Sample Restaurant of Anytown in a way that is prompt, accurate and reasonably priced. How will POS software reduce my expenses? To get the little hamster running, here are a few possibilities: Improve your overall efficiency and keep payroll expenses down by reducing paperwork, calculating sales tax in seconds, and finding sales history almost instantly. Reduce inventory costs by tracking sales accurately and using a more scientific ordering method. Integrate your accounting and lower the fees you pay your accountant. 2.2 Approach The Freedom Series has been designed with today s merchants in mind. From the selection of software to our modular hardware design, our aim is to provide business owners with a Point-of-Sale Solution that brings freedom to their businesses. Freedom for Time Increase efficiency, Staff Management, Robust Reporting, Focus Time on Growing Your Restaurant Freedom for Capital Increase Sales, Build Customer Loyalty, Reduce Waste through Inventory Control Freedom to Choose Choose Hardware Components, Software and Support Packages, Merchant Services Provider Freedom to Buy Priced to allow independent business owners to purchase the same tools and technology as Chain restaurants. 2.3 Benefits Sample Restaurant of Anytown will benefit from the freedom philosophy implemented by the Sunrise Point-of- Sales team in the following ways: Increased Value Because the Sunrise team has collaborated with an experienced Hardware System Designer and done the research to find the right Software products, Popei s receives a product that is built on quality and value, not proprietary relationships. Decreased Cost With Business Relationships that are built on mutual benefit with the end user in mind, Sample Restaurant will reap the benefit of receiving a lower price from a single solution provider instead of paying the mark up from at least three separate vendors. Custom Fit Because every business is different and has different needs, it is important that a quality business solution can be customized to fit the needs of a particular business. Sample Restaurant will be able to have remote access to its Point-of-Sale solution because of the commitment of the Sunrise team to find the right components for its client s needs. Other enhancements and customizations are included in this proposal. 3 Implementation Plan Providing Sample Restaurant with a quality Point-of-Sale Solution will include at least six steps from the Sunrise team. 1. Product Demo Page 4 of 10

5 2. Ordering 3. Custom Set Up 4. Installation 5. Training 6. Go Live To insure excellence throughout this entire process, the Sunrise team offers the following plan to the management of Sample Restaurant 3.1 Methodology This section will focus on how Sunrise will carry out each of the preceding steps. 1. Product Demo A system is being configured to match Sample Restaurant s requirements and needs. Once configured, a time will be arranged for a member of the management from Sample Restaurant to demo the Point-of- Sale unit including the Amigo Point-of-Sale software. This demo may be conducted at offices of Sunrise in Smithtown. After evaluating the system, representatives from Sample Restaurant will be able to make adjustments to the system prior to ordering. 2. Ordering The hardware components, software packages, set-up and support packages that are outlined in this proposal will be reviewed and adjusted if necessary. Once a sale has been transacted, Sunrise will place an order to have the custom Point-of-Sale system built. The components will be shipped to our systems designer for configuring and set-up. 3. Custom Set-Up This step includes the set up of the system itself, as well as the customization of the system to meet the needs of Sample Restaurant. Sample Restaurant will need to provide the following (electronically if possible): Menu in detail for set up in ordering module Recipes in detail for set up in inventory control Floor Plan to be converted to electronic floor plan display Employee Data for set up in employee manager Miscellaneous Info a primary contact should be provided to the Set-up technician to insure all needed information is available and accurate. 4. Installation Once the system is configured and set up, it will be shipped to a Sunrise team member for installation. The Sunrise team member will coordinate with the management from Sample Restaurant to schedule the actual installation of the system. IT technicians will be available if needed to assist in the install. Page 5 of 10

6 5. Training Once the system has been installed, training sessions will be scheduled for key employees. It is advised that at least two employees be assigned to learn the details of the system so they can help train other staff. (Some training is included in the Set-up portion of the initial purchase. Further training is available at an additional hourly rate.) This is also the ideal time to make any adjustments to menu, inventory levels or employee data. 6. Go Live Once the training has been completed, and the system has been updated with current menu, inventory levels, employee data, it is time to go live. A day will be scheduled for Sample Restaurant to Go Live with the new system. A representative from Sunrise will be available in person and via phone to help you begin your transition, answer any questions and solve any potential problems. 3.2 Schedule This section will show the projected timeline that Sunrise Business Services, Inc. is proposing for carrying out the preceding steps. The goal would be to have this plan implemented to allow Sample Restaurant to go live by Mid December, allowing all of the inventory/ sales reports for 2009 to be on the new system. 1. Product Demo Upon delivery of this sales proposal, a system can be configured for a product demo to be scheduled within 2 weeks. Approx Date 11/05 2. Ordering After the product demo has taken place, and a sales agreement has been signed, the system will be reviewed and ordered immediately. (This time-line is based Page 6 of 10

7 on a sales agreement being signed at the end of the product demo. Any delay in signing of sales agreement will obviously impact the rest of the time line.) Approx Date (arrives to be configured) - 11/12 3. Custom Set-Up Assuming that all of the data is available from Sample Restaurant, the system should be configured and set up within two weeks and ready to ship. Approx Date (ready to ship) 11/26 4. Install Once a ship date has been confirmed, a Sunrise team member will coordinate a day to install the system. Installation itself will take 1-2 days (depending) on restaurant layout and need for technical support. Approximate Date 12/3 5. Training - After the installation process is scheduled; training sessions should be scheduled for key employees to learn the software. It is recommended to allow at least 3 hours of training for key employees. A trainer will be able to train 2-3 employees at a time. (A practice mode is available to allow staff to become efficient before the Go Live date.) Approx Date 12/3 12/5 6. Go Live Once the managers, wait and kitchen staff are familiar and efficient with the system, a Go Live day will be scheduled. This date should be coordinated with a Sunrise team member to assure availability of dedicated support technicians. Approx Date 12/15 Page 7 of 10

8 4 Costs The following is a breakdown of the proposed system and pricing information. ITEM Terminal #1 POS All-in-OneTerminal cel 1.5Ghz, 512 Ram, 40GB HD, 3 Trk MSR, XP Pro Samsung SRP-350 PLUS Thermal Printer USB Fingerprint Scanner Cash Drawer w/k18 cable Restaurant Point of Sale Software Payment Processing Software AntiVirus Software Terminal #2 POS All-in-OneTerminal cel 1.5Ghz, 512 Ram, 40GB HD, 3 Trk MSR, XP Pro Samsung SRP-350 PLUS Thermal Printer USB Fingerprint Scanner Cash Drawer w/k18 cable Restaurant Point of Sale Software Payment Processing Software AntiVirus Software System Components Samsung SRP-275CE Impact (Ethernet) - Kitchen Printer Print Server Networking Cables Set-Up Included in current price is 10 hours of System customization, set up and training. This includes data entry of menu, recipes, floor plan, logo and graphic interface design, employee information and the training of staff on software. Additional setup and training may be purchased at an additional hourly rate of $45 an hour. (System configuration is included in price and does not count towards the 10 hours.) Sunrise Support Sunrise offers best-in-class customer support for the entire Point-of-Sale System, including hardware and software as well as all credit card processing concerns. Included in the price is 90 days of Point-of-Sale System support (training is not considered support and does not count in the 90 days). Manufacturer Support Hardware Support Our IT Partner and Systems Designer, Elementum Solutions, offers 30 days of direct support on hardware components free of charge. After 30 days, problems concerning hardware should be directed to Page 8 of 10

9 Sunrise, and we will work with the manufacturer. All Hardware Components come with a Manufacturer 3 year warranty included in price. Software Support Amigo Point-of-Sale Software provides 30 days of free phone support (limit of 2 incidents) for new users. Free support is available through Amigo s website. Because the software has great stability and is very user friendly, beyond 30 days of going live a pay per incident package is recommended over a full coverage program. After 30 days, Support Technicians are available via phone for $50 an hour. Other custom prepaid packages are available but not recommended as they are usually not necessary nor cost effective to a merchant with this software package. PCCharge If Sunrise can not resolve the issue, PCCharge includes level one support. Remote Access There are several affordable options for remote access. One is by using a program like logmein.com, where the owner will pay a monthly fee of $20 a month or less and have remote access from one of five computers. This option is recommended to be set up on a back office computer to insure that the sales terminals are not interrupted by remote access. Other options include purchasing a program such as PCAnywhere and loading it on a home computer and back office computer. This option is more cumbersome and offers limited access. TOTAL $ Additional Available Accessories Herron Barcode Scanner Kit $ Pole Display CD7220 Blk $ PPA 1820 USB 2.0 HUB $19.00 External Modem (must be used in combo with SIIG usb to serial converter) $62.00 USB to Serial Port Converter $47.00 LG 18x USB DVD Drive GSA-E40L $79.00 Other Available Upgrades Online Backups $20 a month per terminal (Only one terminal needs a back up.) Deli Scale Counter Scale Caller ID Back Office Terminal ONLINE MENU (discounted if purchased with Point-of-Sale System) Page 9 of 10

10 5 Conclusion As Sample Restaurant makes its decision on a Point of Sale Solution, Sunrise Business Services stands ready to provide the right product at the right price, and the right team to insure excellence from purchase through implementation. At Sunrise, our goal is to earn and keep your business and to become valuable partners with you. Our hope is that as our products and services prove to be the right solution for you, you will feel confident recommending Sunrise Business Services to others. Page 10 of 10