Ameritech Sales Enablement Tools

Transcription

1 Ameritech Sales Enablement Tools

2 Sales Process PARTNER SALES PROCESS WITH CLIENT(S) 1. Identify Technical and Economic Buyers within account 2. Review 6-page PowerPoint (Document Management ) in person with client (Found in: Sales Tool Kit / Marketing Assets for SMB / Solution Guide / Doc Mgt PPT) Gain agreement on Document Industry Stat s within clients organization Identify key pain points with use of Document Management Challenges 3. Review of Pre-Call Checklist with Intellinetics personal (Utilize Solution Discover Survey Part 1) Confirmation of pain points client is looking to resolve Discussion on business process and outcomes client is looking to achieve 4. Schedule Demonstration with client / Acceptance of 5. Demonstration Validation of pre-call check list, pain points and outcomes at onset of demonstration Presentation Validation that needs were addressed and met, on the call 6. Close PRE-CALL CHECKLIST - TO BE REVIEWED BETWEEN DEALER ACCOUNT MANAGER AND INTELLINETICS REPRESENTATIVE (Utilize Solution Discovery Survey Part 1 / 2) 1. What are the key areas of pain they are looking to resolve? a. Unstructured Files, Retrieval, Loss of, Limited access, Version control, Space, Security, Compliance 2. What is their interest level in solving the pain? 3. What workflow application would they want to see a. Human Resources b. Accounts Payable 4. Have they agreed to purchase if the pain points can be solved? 5. What is their current filing system? a. Manual (File Cabinets, Hanging folders, etc b. Electronic if Electronic where are the files stored? i. Network Share ii. Host system 6. Do they have multiple locations? 7. Do they have a networked infrastructure? 8. How do they connect from remote locations? a. No Network b. VPN c. Terminal Services 9. Have they been exposed to the 6 deck PPT? 10. What are my roles, responsibilities and expectations for our meeting?

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11 IntelliCloud Document Management for: Accounts Payable is an advanced document management platform providing a new industry benchmark in its ability to deliver economic and operational impact. Features IntelliCloud offers: Low cost delivery model Rapid implementation Ease of use On-demand business solutions Immediate access to information Reduced storage requirements Flexible implementation IntelliCloud offers flexible deployment options such as: Hosted Premise-based Cloud / SaaS Advanced privacy technology redaction Allows you to black out sensitive content when the document is viewed, printed or shared. Provides both: User-controlled redaction Automated redaction Viewing flexibility Customized indexing Dynamic search and retrieval of stored information Prevents lost or misfiled documents Supports indexing with barcodes Online viewing for collaboration 24x7 online access Work flow Enables users to electronically: Review documents Conduct approvals Route content Assigning work task and states Enable audit trails Host system integration IntelliCloud s technology easily links with your existing host business application to support: Dynamic database lookups Retrieval via DirectVUE one-touch technology Records management Helps users: Manage paper and electronic records through long-term archiving Automate document retention policies Ensure legal, regulatory and industry compliance

12 IntelliCloud Accounts Payable On-Demand Solution Examples Procurement RFIs RFQs RFPs Advanced Invoice Processing Forms recognition Automated data extraction Automated validation Automated workflow Automated routing of data Invoice Processing Invoices Packing slips BOL documents Checks IntelliCloud at your Desktop Workflow Center Notes Annotations Results List Search Fields Subfolders Document List Redactions Ameritech Office Systems 1914 Forest Drive Annapolis, MD

13 IntelliCloud Document Management for: Human Resources IntelliCloud is an advanced document management platform providing a new industry benchmark in its ability to deliver economic and operational impact. Features IntelliCloud offers: Low cost delivery model Rapid implementation Ease of use On-demand business solutions Immediate access to information Reduced storage requirements Flexible implementation IntelliCloud offers flexible deployment options such as: Hosted Premise-based Cloud / SaaS Advanced privacy technology redaction Allows you to black out sensitive content when the document is viewed, printed or shared. Provides both: User-controlled redaction Automated redaction Viewing flexibility Customized indexing Dynamic search and retrieval of stored information Prevents lost or misfiled documents Supports indexing with barcodes Online viewing for collaboration 24x7 online access Work flow Enables users to electronically: Review documents Conduct approvals Route content Assigning work task and states Enable audit trails Host system integration IntelliCloud s technology easily links with your existing host business application to support: Dynamic database lookups Retrieval via DirectVUE one-touch technology Records management Helps users: Manage paper and electronic records through long-term archiving Automate document retention policies Ensure legal, regulatory and industry compliance

14 IntelliCloud Human Resources On-Demand Solution Examples Recruiter Recruitment and application tracking Resumes Letters of reference Signed offer letters HR Generalist Performance and annual reviews Vacation requests Personnel files Accident reports Insurance documentation Drug test results Work authorization documents Confidentiality agreements Payroll Coordinator Payroll Direct deposit forms Tax forms Time sheets Investment forms HR Director Employee management Employee on-boarding HR Audit Benefits Partner Enrollment IntelliCloud at your Desktop Workflow Center Notes Annotations Results List Document List Search Fields Subfolders Redactions Ameritech Office Systems 1914 Forest Drive Annapolis, MD

15 IntelliCloud Document Management for: IntelliCloud offers: Education K-12 Low cost delivery model IntelliCloud is an advanced document management platform providing a new industry benchmark in its ability to deliver economic and operational impact. Rapid implementation Ease of use On-demand business solutions Immediate access to information Reduced storage requirements Features Flexible implementation IntelliCloud offers flexible deployment options such as: Hosted Premise-based Cloud / SaaS Viewing flexibility Customized indexing Dynamic search and retrieval of stored information Prevents lost or misfiled documents Supports indexing with barcodes Online viewing for collaboration 24x7 online access Work flow Enables users to electronically: Review documents Conduct approvals Route content Assigning work task and states Enable audit trails Advanced privacy technology redaction Allows you to black out sensitive content when the document is viewed, printed or shared. Provides both: User-controlled redaction Automated redaction Host system integration IntelliCloud s technology easily links with your existing host business application to support: Dynamic database lookups Retrieval via DirectVUE one-touch technology Records management Helps users: Manage paper and electronic records through long-term archiving Automate document retention policies Ensure legal, regulatory and industry compliance

16 IntelliCloud Education K-12 On-Demand Solution Examples Board of Education Policies Meeting minutes State board auditing Teacher Student records/portfolios Individualized Education Programs (IEP) Special education records Alternative assessment programs Administrative Human resources Employee forms Vendor information E-rate/federal grants Accounts Payable Invoice processing Invoices Electronic invoice processing Return to vendor IntelliCloud at your Desktop Workflow Center Subfolders Notes Annotations Search Fields Results List Document List Redactions Ameritech Office Systems 1914 Forest Drive Annapolis, MD

17 Solutions Discovery Survey: Part 1 Instructions: Please complete this Survey for each separate opportunity / department during initial discovery meeting with client(s) Company Name Website Basic Information City: State: Zip: Phone: Fax: Number of locations: Response / Notes Key Contacts Phone Division / Area Notes Qualifying Questions Do you currently have a Document Management Solution in place? If YES what is the name of the solution? If NO to you have initiatives in place to do so? Do you currently scan to network folders? Do you currently scan to ? Do you still maintain any of your documents in a paper format? Response Current Document Challenges Unstructured Filing Processes Space Requirements Regulatory Compliance Retrieval Issues Security Risks Complicated Software Lost Documents Limited User Access Version Control Other: #1 #2 #3 #4 Business Initiatives Goals associated with implementation of an ECM Solution (if desired) Ameritech Office Systems 1914 Forest Drive Annapolis, MD CraigC@AmeritechOffice.com

18 Solutions Discovery Survey: Part 2 Instructions: To be completed with the assistance of an S.E. or Intellinetics support. Please complete this Survey for each separate opportunity / department upon confirmation of initial interest and willingness to take next steps. Users Total number of employees in each department How many of these employees will be accessing documents? Of these how many will be consistent users (heads down)? Of these how may will be casual users (Periodically) Document Workflow Do you need electronic Document management for your areas? Do you need electronic signature capture? Describe your current document workflow (approval processes, who shares documents, how many people are involved in workflow and approvals, etc.)? Document Assessment File Inventory How many approximate file folders do you current maintain or store for your area? How many approximate documents, on average, are in each folder? Are those documents primarily letter, legal, tabloid or mixed? Do you store photos, video or audio files? What is the percentage of color documents stored? Do you store Word or Excel files for each employee and/or business partner? Do you store with attachments for each employee and/or business partner? Where do your document arrive from (Fax, , internally created, mail, other)? Do you have conversion needs paper, microfilm, and microfiche, digital or electronic files residing in another repository or on a network file share? Integration Needs Describe your existing mission-critical line of business systems that might tie to any document imagining (ie PeopleSoft, Oracle, etc.) Response Response Response Response

19 Solutions Discovery Survey: Part 2 Technical Profile Are your IT services handled in-house or outsourced? If outsourced; Name of provider and key contact information is needed. If multi-location corporation, are all sites on the same network or individual local networks? Current Desktop Operating System? How many MFP / Copiers will be used for scanning? What are the manufactures / brands of MPF / Copiers? Do you have existing dedicated scanners that will be used? What are the manufactures / brands of scanners? Do you provide remote access to your users (VPM, Remote Desktop, Terminal Services, etc.) Within your current storage / server applications, are you utilizing cloud or premise based storage? Response Notes : Ameritech Office Systems 1914 Forest Drive Annapolis, MD CraigC@AmeritechOffice.com