Download - MakeServiceContractEasy_NEOAUG_20120611
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Streamline
Oracle Service Contracts
Date : 11-Jun-2012
Presented By : Mike Ivers (Protégé Software Services, Inc)
Ravindra Tripathi (Crossbeam Systems, Inc)
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About Protégé
• Oracle Gold Partner
• Information Technology Professional Services
firm in operation since1993.
• Full service offerings including Project
Management, Functional, and Technical
Consulting Services.
• Long term Customer Relationships
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About Crossbeam
• Headquartered in MA; Global offices
• Makes Open, High Performance Network
Security Platform
– Deployment of third party security applications
– Supports large networking environments
• Services numerous industries, such as
– Government
– Energy
– Financial Services
– Healthcare
– Higher Education
– Mobile Operators
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Crossbeam History Over a Decade of Delivering Next Generation Security
Platforms
Founded November 23rd
1999
Crossbeam launches first
X-Series
Crossbeam Expands
portfolio to include C-
Series
Crossbeam ships ground-
breaking 40Gbps X-
Series
New 4-Slot X20 & X30 are
launched for Enterprise
market
IBM, Imperva & Sourcefire
launch latest security
applications on 40G X-Series
McAfee & Actiance added to application
partners
Crossbeam ships fastest NGFW with
140Gbps performance
1999 2001 2004 2007 2008 2010 2010 2011
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• Maintenance Business represents a
Significant Portion of the Company
Revenue
• Customer Satisfaction is critical to the
Organizations success
• Operational optimization is a key factor in
measuring the success of the business
• Eliminate missed revenue due to poor
visibility to contract information
Business Case
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• Increased visibility of information to
Crossbeam contract team and customers
• Streamline processing of information for
Crossbeam personnel
• Streamline information handling between
Crossbeam and customers
• Improve customer satisfaction in
maintenance portion of the business
Business Needs
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‘Add On’ Design Approach
• Provide improved information display – Comprehensive asset search screen
– Customer asset dashboard with drill-down
– Customer asset detailed screen, with folders
– Quick action feature for renewal, copy etc.
– Batch quoting for contract renewal
• Augment standard Oracle functionality – Drill-down capability
– Export to, and Import from, Excel
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Summary of Results
• Improved Customer Service
• Increased maintenance revenue due to improved access and visibility
• Reduced overhead cost per contract
• Reduced errors in Service Contracts
• Changed process from user maintenance tool to an information based processing approach.
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Service Team Testimonials
“The single screen application is invaluable to our business because we have easy access to all of the information we need with the ability to quickly update and maintain our installed base.”
“The ability to import and export information for quotes is a valuable tool and makes things more efficient as some of our customers have thousands of assets”
“There are so many features that have enhanced our ability to manage high volumes of assets, such as batch cancellations, batch quoting, synchronizing start and end dates, and re-pricing”
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Demo
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Search Screen
• Search by more fields than standard Service Contracts
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Customer Asset Dashboard
• Drill-down capability on each data field
• Folder option available
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Asset Drill-down Screen
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Asset Drill-down Features
• Data sorting capability on each field
• Further Drill-down functionality – Serial Number
– Service Contract Number
– Order Number
• View in Tabular format for Export to Excel
• Powerful functionality in ‘Action List’ to
automate further processing
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Serial Number Drill-down
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Service Contract Number
Drill-down
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Export/Import Process
• Select ‘Quick’ Action and adjust data as
desired
• View Tabular data view
• Export data to Excel
• Edit data in Excel, customer or Crossbeam
• Import data from Excel using ADI
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Tabular Display for Export to
Excel
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Export/Import Process –
Web ADI Integration
• Excel sheet used to edit data
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Import Process –
Import with Copy-Paste from Excel
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Quick ‘Action’ List
• Select ‘Action’ to start automated process
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‘Generate Quote’ – Create
• Can create New or add to Existing
Contract
• Features include – Sync of Start Date, End Date
– Adding Discount/Surcharge at top level, service or
Line Level
– Import Data from Excel File using Web ADI or Copy-
Paste
– Service item replacement and more…..
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‘Prepare Quote’
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‘Prepare Quote’ cont
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‘Quote Pricing and Billing’ cont
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‘Non Quoted Assets ’
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‘Copy Contract’
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‘Renew Contract’
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‘Generate Quote’ – Review
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Batch Quoting - Data
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Batch Quoting - Features
• Auto Re-pricing
• Auto Old-New service item replacement
based on mapping
• Auto Attribute Cascading
• Auto QA Check
• Auto Quote report generation
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Batch Quoting – Auto QA Check
Passed
Warning
Failed
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Batch Quote Report
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Batch Quote ‘Welcome’
• Additional ‘Welcome’ document automatically created
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BI Report - Renewals
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BI Report - Revenue
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Inspired People …
Tailored Solutions
Thank You !
Mike Ivers, [email protected]
Ravindra Tripathi, [email protected]
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Questions ?