on demand sales and delivery a new era in professional and outsourcing services
TRANSCRIPT
On Demand Sales and Delivery ‘Impact Webinar’
A New Era in Professional and Outsourcing Services
Presented by
Trinity Systems Technologies, Inc.
• Information Technology
• Biotechnology
• Nanotechnology
• Business Technology
© Trinity Systems Technologies, Inc.
Tracy Oden, RealTime PSO Subject Matter Expert
04/15/23
Contact Name: Isaac JohnsonContact Title: Sr. Business Development ExecutiveOffice/Cell 864-553-2061Email: [email protected]
Agenda
About Trinity
Who We Are•Trinity Systems Technologies is a start-up research, development and commercialization firm specializing in InfoTech, BioTech, NanoTech, BizTech and CleanTech emerging technologies. •Trinity is a Georgia corporation.•Trinity is a virtual company.
What We Do•Trinity:
– Identifies unmet needs.– Develops innovative evolutionary ‘disruptive’
technologies to meet needs.
Our Flagship Innovation•Trinity’s flagship product is a cloud based On Demand Sales and Delivery Architecture. •The Architecture enables a new on demand sales and delivery distribution channel.•The distribution channel is housed in a new enterprise software product called RealTime PSO.
•RealTime PSO is currently being developed on the Salesforce.com Force.com platform. The product will be ready for general market release in October 2015.
Value Proposition
Solution: RealTime PSO
What is RealTime PSO
•RealTime PSO is the world’s first ‘revenue generating’ software product. •RealTime PSO incorporates a new on demand professional services and outsourcing sales and delivery distribution channel housed within a cloud based application.
What distinguishes RealTime PSO from other software?
•Revenue. RealTime PSO enable professional services firms and outsourcing organizations to earn ‘untapped millions per day’ ($100 Million or more) by simply subscribing to and using the RealTime PSO product rather than solely relying on small deal sizes generated only by RFPs .
•RealTime PSO enable large and mid-market professional services firms and outsourcing organizations, in various services sectors, to sell and deliver firm services using a customer facing ‘real time commerce’ framework.
•RealTime PSO also enable firms to sell, provision, fulfill and deliver simple or complex transactional or full scale project services to B2B or B2C clients using structured methodology, 100% remotely, in real-time.
Professional Services Sectors
Outsourcing Sectors
•Systems Integration firms• Engineering Firms• Law Firms• Accounting Firms• Management Firms• Financial Services Firms• Public Relations Firms• Advertising Firms• Staffing Firms• …and more
• Systems Integration Outsourcers• Engineering Outsourcers• Legal Outsourcers• Accounting Outsourcers• Business Process Outsourcers• …and more
• RealTime PSO is built upon a patented Enterprise Application Architecture that houses the new on demand sales and delivery distribution channel.
• The application infuses a stack of sales and delivery capabilities to include:
– virtual call center, Internet, portal and telecommunication technologies
– e-Commerce, escrow payment methods– business applications or functions– Portfolio and project management
functions, tools and templates– Test mgmt., release mgmt., training
mgmt.– productized service capabilities– Delivery methodologies (Waterfall,
Agile, etc.)– technical and operations workflow
algorithms, business processes, business rules, etc.
• into a turnkey enterprise product by which professional and outsourcing firms may seamlessly sell, fulfill and deliver professional and outsourcing services and staff augmentation engagements on demand for immediate commerce.
• All RealTime PSO functionality may be uniquely configured to meet the needs of the industry and the firm’s practice preferences.
• RealTime PSO is being developed on the Salesforce.com Force.com platform.
About: RealTime PSO
Practical examples of one of the many ways a licensed firm may operate once the RealTime PSO product has been implemented.
View demos. Click on links below. (demos do not have audio):
On Demand Consultation
On Demand Meeting Contribution
On Demand Deliverables Outsourcing
On Demand Project Outsourcing
On Demand Staff Augmentation
How is On Demand Sales and Delivery Accomplished?
Call Center On Demand Web PortalCall Center On Demand Web Portal
Call CenterCall Center
On Demand Channel
Enablement Layer
Presentation Layer
Application Layer
Integration Layer (SOA)
SOA Component Layer
Call Center Network
Portal Handheld
CRM ERP CollaborationBilling Supply Chain
Telephony
eCommerce
SOA / Middleware
Rules Workflow Algorithms Messaging
Other
Processes
Remote Control, Web Conferencing, Teleconferencing, IM, Other
Authentication LayerSingle Sign On User PrivilegesSecurity
Business / Web Services
Portlets
Data
Enablement Layer
Presentation Layer
Application Layer
Integration Layer (SOA)
SOA Component Layer
Call Center Network
Portal Handheld
CRM ERP CollaborationBilling Supply Chain
Telephony
eCommerce
SOA / Middleware
Rules Workflow Algorithms Messaging
Other
Processes
Remote Control, Web Conferencing, Teleconferencing, IM, Other
Authentication LayerSingle Sign On User PrivilegesSecurity
Business / Web Services
Portlets
Data
Productized Services LayerOn Demand Consultation
On Demand Meeting Contribution
On Demand Deliverables Outsourcing
On Demand Project Outsourcing
On DemandStaff Augmentation
The ODPS SOA supports the following out of box configurable ‘productized services’:
The ODPS platform enables professional services consumers to outsource document deliverables, programming and other work products (i.e., research) on demand. In turn, the firm is able to fulfill and deliver work products in real time.
On Demand Deliverables Outsourcing SM
The On Demand Professional Services architecture supports real time remote fulfillment and delivery of full scale simple or complex professional services projects, i.e., IT, Management, Accounting, Legal, etc.
On Demand Project Outsourcing SM
Professional Services Organizations may also use the ODPS to outsource temporary or permanent professional services talent in real time.
On Demand Staff Augmentation SM
Through the use of the ODPS architecture, professional services consumers are able to invite Subject Matter Experts to participate in thought leadership sessions on a just in time basis for a fee, i.e., project meetings, staff meetings, brainstorming sessions, requirements and design sessions, etc.
On Demand Meeting Contribution SM
Professional Services Organizations can use the ODPS architecture to deliver on demand consultations in real time.
On Demand Consultation SM
The ODPS platform enables professional services consumers to outsource document deliverables, programming and other work products (i.e., research) on demand. In turn, the firm is able to fulfill and deliver work products in real time.
On Demand Deliverables Outsourcing SM
The On Demand Professional Services architecture supports real time remote fulfillment and delivery of full scale simple or complex professional services projects, i.e., IT, Management, Accounting, Legal, etc.
On Demand Project Outsourcing SM
Professional Services Organizations may also use the ODPS to outsource temporary or permanent professional services talent in real time.
On Demand Staff Augmentation SM
Through the use of the ODPS architecture, professional services consumers are able to invite Subject Matter Experts to participate in thought leadership sessions on a just in time basis for a fee, i.e., project meetings, staff meetings, brainstorming sessions, requirements and design sessions, etc.
On Demand Meeting Contribution SM
Professional Services Organizations can use the ODPS architecture to deliver on demand consultations in real time.
On Demand Consultation SM
Technical Framework
Operations Framework
Baseline Productized Services
ODPS
ENTERPRISE
PLATFORM
SOA
RealTime PSO
RealTime PSO Integrated on the backend of your
website
Imp
lem
en
tatio
n
Imp
lem
en
tatio
n
Customer Informs CSR of need
CSR Creates New orOpens Existing
Customer Record (Ticket)
CSR Greets Customer
CSR Adds/Updates Payment Method
CSR Populates Customer Record
CSR Receives Call
How to Transact Services
How Does RealTime PSO Work?
Customer
CSR
How to Provision Services
EM and Client collaboratively scope
engagement.
Engagement Manager
Receives Call
EM and Client collaboratively sign
MSA or SOW.
Initial payment procured
Consultationor MC?
PractitionerReceives Call
Yes
No
Call Routing
Web Portal
Consultant
Manager
* End clients may collaborate with the licensed firm through the firm’s on demand portal. End clients may also govern (track) service delivery via the portal (i.e., watch as services are being fulfilled, real time analytics, reports, project history, project notes, provide acceptance, offer feedback modifications, pay for services, etc.
Customer
Subject Matter Expertise
(Micro)
Projects
(Micro/Macro)
How Does RealTime PSO Work?
Portal Delivery
How to Fulfill & Deliver Services
via remote control
via conference
call
Consultation?Micro
Practitioner provides advice
Yes
No
MC?Micro
Visual Share Meeting?
Yes via webinar
Yes
No
Web Portal
Project Outsourcing& Staff Aug
Macro
DOS?Micro
No
Requires Remote Control?
Yes
Yes
Document or Research?
No
Customer
Track fulfillment and delivery
Provide incremental acceptance and payment
Consultants
How Does RealTime PSO Work?
Value Proposition: Solution
Either
(projects)
Micro Outsourcing: Small scale engagements that may be sold, provisioned, fulfilled and delivered daily in quantity using RealTime PSO.
Macro Outsourcing: Large scale engagements (Phase or full projects ) that may be sold, provisioned, fulfilled and delivered daily in quantity.
Can be micro or macro outsourcing deals sold, fulfilled and delivered daily in quantity.
MicroOutsourcing
(transactions)
MacroOutsourcing
(projects)
Either
(projects)
Value Proposition: Solution
Micro Outsourcing: Small scale engagements that may be sold, provisioned, fulfilled and delivered daily in quantity using RealTime PSO.
MicroOutsourcing
(transactions)
• RealTime PSO can enable a licensed firm to offer on demand consultations for immediate revenue.
• A licensed firm may custom configure consultant bill rates. (i.,e $100.00 hr.) • Payment for services are rendered immediately using transactional commerce
methods.
On Demand Consultation
Customer Informs CSR of need
CSR Creates New orOpens Existing
Customer Record (Ticket)
CSR Greets Customer
CSR Adds/Updates Payment Method
CSR Populates Customer Record
CSR Receives Call
Customer
CSR
Consultation?Practitioner
Receives Call and provides consultation
Yes
Consultant
Subject Matter Expertise
(Micro)
Bill rate = $100.00 hr. or more per consultant for 1 hour call
Call Volume Influencers:•Current Brand•Targeted Commercial Advertising
New ‘untapped’ on demand consultation revenue
10,000
Number of Calls X Bill Rate per Consultant =$100.00
• Based on number of targeted advertising markets (x amount of local, national, global)
• Per day
$1,000,000 Per Day
Value Proposition: Solution
Micro or MacroOutsourcing
(transactions)
• RealTime PSO can enable a licensed firm to participate in on demand meetings for immediate revenue.
• A licensed firm may custom configure consultant bill rates. (i.,e $100.00 hr.) • Payment for services are rendered immediately using transactional commerce
methods.
On Demand Meeting Contribution
Customer Informs CSR of need
CSR Creates New orOpens Existing
Customer Record (Ticket)
CSR Greets Customer
CSR Adds/Updates Payment Method
CSR Populates Customer Record
CSR Receives Call
Customer
CSR
MC?Engagement Manager
Receives Call(scopes, prices, quotes, contracts)
Yes
Consultant
Bill rate = $100.00 hr. or more per consultant for 1 hour meeting
Call Volume Influencers:•Current Brand•Targeted Commercial Advertising
New ‘untapped’ on demand MC revenue
10,000
Number of Calls
X Bill Rate per Consultant =
$100.00
• Based on number of targeted advertising markets (x amount of local, national, global)
• Per day
$24,000,000.00 Per Day
PractitionerParticipates in meeting
Meetings can be one time or recurring
X Number of Practitioners X
Number of Meetings
2 3
Can be micro or macro deals sold, fulfilled and delivered daily in quantity.
Number of Hours Per Meeting
4
X
Value Proposition: Solution
Micro or MacroOutsourcing
(projects)
• RealTime PSO can enable a licensed firm to receive outsourced engagements to create paper deliverables or simple work products for immediate revenue.
• A licensed firm may custom configure consultant bill rates. (i.,e $100.00 hr.) • Payment for services are rendered immediately using transactional commerce
methods.
On Demand Deliverables Outsourcing
Customer Informs CSR of need
CSR Creates New orOpens Existing
Customer Record (Ticket)
CSR Greets Customer
CSR Adds/Updates Payment Method
CSR Populates Customer Record
CSR Receives Call
Customer
CSR
DO?Engagement Manager
Receives Call(scopes, prices, quotes, contracts)
Yes
Consultant
Bill rate = $100.00 hr. or more per consultant for project duration
Call Volume Influencers:•Current Brand•Targeted Commercial Advertising
New ‘untapped’ on demand DO revenue
10,000
# of Calls(Engagements)
X Bill Rate per Consultant
=
$100.00
• Based on number of targeted advertising markets (x amount of local, national, global)
• Per day$960,000,000 Per Day
PractitionerCreates Documents or
Work products
X Number of Practitioners
X Engagement Billable Hours
(hours per month)2
160
Can be micro or macro deals sold, fulfilled and delivered daily in quantity.
X Engagement Duration (months)
3
Value Proposition: Solution
Customer Informs CSR of need
CSR Creates New orOpens Existing
Customer Record (Ticket)
CSR Greets Customer
CSR Adds/Updates Payment Method
CSR Populates Customer Record
CSR Receives Call
Customer
CSR
PO?Engagement Manager
Receives Call(scopes, prices, quotes, contracts)
Yes
Consultant
Bill rate = $100.00 hr. or more per consultant
Call Volume Influencers:•Current Brand•Targeted Commercial Advertising
2,000
Number of Calls(Engagements)
X Bill Rate per Consultant(Time and materials)
$100.00
• Based on number of targeted advertising markets (x amount of local, national, global)
• Per day
Practitionerfulfills and delivers
X Number of Practitioners
4
MacroOutsourcing
(projects)
• RealTime PSO can enable a licensed firm to receive outsourced engagements to implement, upgrade, replace, consolidate or re-engineer projects for immediate revenue.
• A licensed firm may custom configure consultant bill rates. (i.,e $100.00 hr.) • Payment for services are rendered immediately using transactional commerce
methods.
On Demand Project Outsourcing
Macro Outsourcing: Large scale engagements (Phase or full projects ) that may be sold, provisioned, fulfilled and delivered daily in quantity.
New ‘untapped’ on demand PO revenue= $384,000,000 Per Day
X Engagement Billable Hours
(hours per month)
160
X Engagement Duration (months)
3
Value Proposition: Solution
Customer Informs CSR of need
CSR Creates New orOpens Existing
Customer Record (Ticket)
CSR Greets Customer
CSR Adds/Updates Payment Method
CSR Populates Customer Record
CSR Receives Call
Customer
CSR
SA?Engagement Manager
Receives Call(scopes, prices, quotes, contracts)
Yes
Consultant
Bill rate = $65.00 hr. or more per consultant
Call Volume Influencers:•Current Brand•Targeted Commercial Advertising
10,000
Number of Calls(Engagements)
X Bill Rate per Consultant(Time and materials)
$65.00
• Based on number of targeted advertising markets (x amount of local, national, global)
• Per day
Practitioneris placed on project
X Number of Practitioners
1
Micro or MacroOutsourcing
• RealTime PSO can enable a licensed firm to receive outsourced engagements to staff projects for immediate revenue.
• A licensed firm may custom configure consultant bill rates. (i.,e $100.00 hr.) • Payment for services are rendered immediately using transactional commerce
methods.• Projects fulfilled and delivered remotely or on premise
On Demand Staff Augmentation
New ‘untapped’ on demand SA revenue= $624,000,000 Per Day
X Engagement Billable Hours
(hours per month)
160
X Engagement Duration (months)
6
Can be micro or macro deals sold, fulfilled and delivered daily in quantity.
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New Sales and Delivery Channel Impact
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Paradigm Shift. What’s the Impact?
• In Q42015, Trinity will officially open:– A new on demand professional services
and outsourcing sales and delivery services market
– A new on demand sales and delivery (PSO) enterprise software market
dramatically altering the competitive landscape.
• Professional services firms and outsourcing organizations will begin competing for ‘new economy’ on demand market share (acquire new customers) and mind share (establish branding) in the spaces.
• Professional services firms and outsourcing organizations must have an on demand presence in 2016 and beyond to remain competitive.
– i.e., On Demand, Accenture On Demand, IBM Global Services On Demand, etc.
Professional Services and Outsourcing Industry Facts
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Next Steps… Become a Beta Customer
Trinity is seeking several Beta Customer companies to partner with before 4Q2015 (when RealTime PSO product becomes generally available).
What’s In It For You?: Become a Beta Customer
What’s In It for You • Trinity will provide a Free RealTime PSO Pilot implementation (approximately a $450,000.00 value) in return for a
upfront commitment to purchase a minimum of 75 end user pilot end user seats. User seats are used to properly configure the company and test call center, workforce and advertisement campaign workflows .*
• An opportunity to brand your company as an On Demand market leader before your competitors.– Ability to partner with RealTime PSO in marketing endeavors (i.e., press releases, user stores, trade shows,
etc.)• Ability for to become a on demand operations disrupter.
– The ability to acquire new national and global customers (even if only has a few local offices today). – The ability to make existing customers more loyal.– The ability to substantially increase market and brand share over competitors who are late adopters.– The ability to earn millions, daily, in 5-new untapped revenue streams.– Trinity’s goal is to ensure that your company meet or exceed your daily on demand revenue targets. We do
this by partnering with you as a RealTime Beta Customer prior to and during pilot implementation.
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About Beta Customer Opportunity
* Additional End user Subscriptions may have to be purchased after mock (test phase) to enable company to appropriately staff queues to meet call demand. All contingent on Beta Customer agreement.
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Next Steps…
If interested in becoming a Beta Customer
* Safe Harbor - Trinity reserves the right to develop the RealTime PSO product on any platform of its choosing.
Contact Name: Isaac JohnsonContact Title: Business Development ExecutiveOffice/Cell 864-553-2061Email: [email protected]
THANK YOU!
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