© 2014 quad one | | confidential 1 iets application deck paleti sainath business analyst
TRANSCRIPT
© 2014 QUAD ONE | WWW.QUADONE.COM | CONFIDENTIAL1
IETS Application Deck
Paleti Sainath
Business Analyst
© 2014 QUAD ONE | WWW.QUADONE.COM | CONFIDENTIAL2
Agenda
1
2
3
Introduction
IETS Administration
Create Proposal
4
5
Proposal Approval process
Proposals results
6
7
Reports
IETS Mobile
8
9
Advantages
About Quad One
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Introduction
• IETS is a tool specially designed for Pharma companies for tracking Pharma sales and marketing expenses.
• Expenses can be tracked brand-wise, customer wise, Area-wise, Region-wise and Marketing initiative-wise.
• Users can raise proposals online, which can be then be approved online as per the approval hierarchy.
• IETS also takes care of Credit Notes and Free Dispatches. • Expenses are viewable in tabular formats, pie charts and bar diagrams,
summarizing the expenses.• IETS follows a role based access control allowing users to view expense
reports as per their role. E.g, AMs can view expenses for their areas, RMs for their regions etc.
• IETS can be integrated with SAP and other third party systems to obtain master data and customer ROIs.
• IETS is available on desktops, tablets and mobile.
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IETS Administration
• Admin/PMT team can handle all the backend data of the IETS application.
• Admin can manage the following Employee master data Doctors data Brands data Stockiest data Marketing Initiatives Roles Approval Hierarchy etc
• Admin can also View the dashboards Approve / reject proposals which
are pending for a long time Send out notifications to the entire
team
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Create Proposal
• ABM/RBM’s can create a proposal and forward it for approval.
• Activities like Meetings, cab booking, flight booking, journals, books, international mobile services etc., can be tracked and approved.
• Proposals can be approved/ rejected online. Approver/Rejector needs to provide comments while approving/rejecting.
• A proposal consists of Marketing Initiative Services Customer details Brand details Costs
• Credit notes creation can also be managed using the IETS application.
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Proposal Approval Process
• Once a proposal is raised it will follow the approval hierarchy before getting final approval.
• Raised proposal will follow the following hierarchy RBM PMT MH/TFH/SM DH
• Emails notifications are sent for every approve/ reject to the user who initially raised the proposal.
• Proposal can be approved by Admin in case of Approver not being able to approve (leave or vacant position)
• Proposals can be rejected. In this case proposal has to be resubmitted.
• Once proposal has been approved by final approver, it is directed to the Marketing coordination team for further process.
• The entire proposal with attachments can be printed out and signed for manual approval and to submit to Finance.
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Proposals Results
• Proposal results are available to logged in users via dashboards.
• Dashboards displays proposals count/value, brand-wise, service-wise comparisons.
• Proposal results are collated by time period, Am, RM and National.
• Dashboard results are available to AM/RM/BM/TFH/DH
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Reports
• Proposal reports• Brands reports • Services reports• Credit notes reports• Ageing reports
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IETS Mobile
• IETS dashboard is also available on android tablets and mobiles.
• Initial authentication is required to sign in to the application.
• Once authenticated depending upon the user role data is synced in to the application.
• IETS Mobile is a valuable tool for PMT and Senior Management to understand market dynamics and view expenses brand-wise & initiative-wise.
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Advantages
• IETS is an integrated expense tracking system handful for Pharma sales and marketing to constantly monitor marketing campaigns and understand their effectiveness.
• IETS is a powerful data rendering tool for senior management to analyze expenses incurred by the company on brands and customers.
• IETS is a flexible application which can be integrated with databases like SAP and third party systems to obtain master data.
• IETS application reduces the manual effort of the companies in tracking the expenses incurred, all the expenses are tracked online and can be accessed at any point of time.
• Role based security of the application make it a very reliable tool for the expenses tracking.
• IETS Mobile puts this data and dashboards in every executive’s hand, enabling him to take informed decisions on the field.
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About Quad One
• Quad One is a 13 year old Life sciences technology company based out of Hyderabad, INDIA.
• Quad One provides IT products and services in the Pharma, Health Care and eCommerce segments
• Quad One’s proprietary software - eDoctor is a web-based scheduling / rostering system for hospitals and clinics
• Quad One’s leading pharmaceutical product – Clinion™ is an EDC and a CDM software being used by some of India’s largest CROs
• Quad One is expertise in Digital marketing and SEO services.• Quad One is a leading mobile App provider in different platforms like
Android Windows IOS
• Quad One has leading Pharma and Healthcare companies in India as its clients including – Dr. Reddy’s, Apollo Hospitals, Max Neeman and Narayana Hrudayalaya
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Thank you
Paleti Sainath
Business Analyst