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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Page 1: MakeServiceContractEasy_NEOAUG_20120611

Streamline

Oracle Service Contracts

Date : 11-Jun-2012

Presented By : Mike Ivers (Protégé Software Services, Inc)

Ravindra Tripathi (Crossbeam Systems, Inc)

Page 2: MakeServiceContractEasy_NEOAUG_20120611

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

Page 3: MakeServiceContractEasy_NEOAUG_20120611

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

Page 4: MakeServiceContractEasy_NEOAUG_20120611

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

Page 5: MakeServiceContractEasy_NEOAUG_20120611

• 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

Page 6: MakeServiceContractEasy_NEOAUG_20120611

• 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

Page 7: MakeServiceContractEasy_NEOAUG_20120611

‘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

Page 8: MakeServiceContractEasy_NEOAUG_20120611

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.

Page 9: MakeServiceContractEasy_NEOAUG_20120611

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”

Page 10: MakeServiceContractEasy_NEOAUG_20120611

Demo

Page 11: MakeServiceContractEasy_NEOAUG_20120611

Search Screen

• Search by more fields than standard Service Contracts

Page 12: MakeServiceContractEasy_NEOAUG_20120611

Customer Asset Dashboard

• Drill-down capability on each data field

• Folder option available

Page 13: MakeServiceContractEasy_NEOAUG_20120611

Asset Drill-down Screen

Page 14: MakeServiceContractEasy_NEOAUG_20120611

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

Page 15: MakeServiceContractEasy_NEOAUG_20120611

Serial Number Drill-down

Page 16: MakeServiceContractEasy_NEOAUG_20120611

Service Contract Number

Drill-down

Page 17: MakeServiceContractEasy_NEOAUG_20120611

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

Page 18: MakeServiceContractEasy_NEOAUG_20120611

Tabular Display for Export to

Excel

Page 19: MakeServiceContractEasy_NEOAUG_20120611

Export/Import Process –

Web ADI Integration

• Excel sheet used to edit data

Page 20: MakeServiceContractEasy_NEOAUG_20120611

Import Process –

Import with Copy-Paste from Excel

Page 21: MakeServiceContractEasy_NEOAUG_20120611

Quick ‘Action’ List

• Select ‘Action’ to start automated process

Page 22: MakeServiceContractEasy_NEOAUG_20120611

‘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…..

Page 23: MakeServiceContractEasy_NEOAUG_20120611

‘Prepare Quote’

Page 24: MakeServiceContractEasy_NEOAUG_20120611

‘Prepare Quote’ cont

Page 25: MakeServiceContractEasy_NEOAUG_20120611

‘Quote Pricing and Billing’ cont

Page 26: MakeServiceContractEasy_NEOAUG_20120611

‘Non Quoted Assets ’

Page 27: MakeServiceContractEasy_NEOAUG_20120611

‘Copy Contract’

Page 28: MakeServiceContractEasy_NEOAUG_20120611

‘Renew Contract’

Page 29: MakeServiceContractEasy_NEOAUG_20120611

‘Generate Quote’ – Review

Page 30: MakeServiceContractEasy_NEOAUG_20120611

Batch Quoting - Data

Page 31: MakeServiceContractEasy_NEOAUG_20120611

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

Page 32: MakeServiceContractEasy_NEOAUG_20120611

Batch Quoting – Auto QA Check

Passed

Warning

Failed

Page 33: MakeServiceContractEasy_NEOAUG_20120611

Batch Quote Report

Page 34: MakeServiceContractEasy_NEOAUG_20120611

Batch Quote ‘Welcome’

• Additional ‘Welcome’ document automatically created

Page 35: MakeServiceContractEasy_NEOAUG_20120611

BI Report - Renewals

Page 36: MakeServiceContractEasy_NEOAUG_20120611

BI Report - Revenue

Page 37: MakeServiceContractEasy_NEOAUG_20120611

Inspired People …

Tailored Solutions

Thank You !

Mike Ivers, [email protected]

Ravindra Tripathi, [email protected]

Page 38: MakeServiceContractEasy_NEOAUG_20120611

Questions ?