your synergistic outsourcing solution powered by ctb solutions, inc patent pending
TRANSCRIPT
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Your synergistic outsourcing solution
Powered by CTB Solutions, IncPatent Pending
™
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• Tony Carita - CEO• Marius Manole – CTO• David Fenske – VP Business Delivery• Andrea Bradbury –Quality Support• Programming Support – Arobs
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SynSource will facilitate successful management of:• Provider identification• Standardized RFI & RFP development• Centralized proposal submission with access to
historical data• Automated comparative bid analysis• Facilitated negotiation• Contract development • Performance monitoring• Invoicing support tied to performance• Scope change management• Forecasting including real time updates based on actual
study enrollment
Flexible to meet individual study needs
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Creating synergy across your organization
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• Financial Forecasts• Instant access to top line forecast and
projected spend• Easily group or sort
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• Performance Data• Establish variance thresholds and instantly
access contracts that have variances• Instant access to Gantt charts
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Activity Standard Practice Cost SynSource Savings
RFP Development
• Home grown Excel file (bid grid)• Separate Word doc for RFP/SOW• Managing multiple revisions• No historical or industry data• Manual process to ensure
consistency• Internal system maintenance
$15-25K per RFP
• Integrated system for development of completed RFP (Bid Grid/SOW/RFP)• Auto-generated text•Collaborative document management
75-80%
Negotiation/Contract Finalization
• Manual process to compare• Limited manual access to
historical data• Manual excel tracker to track
offers• Manual look up of prior bids
$15-25K per contract
• Auto analysis of bids• Facilitated negotiation process• Tracks offers• Access to historical data• Central repository for
negotiation records
50-60%
Earned Value
• Project plan manually entered in Excel and/or MS Project
• Actual work performed manually entered and tracked each month
• Data manually transmitted to teams
8-12 hrs per project month
• Integration allows negotiated contract data to automatically populate project plan/GANTT Chart• Plan vs. actual, remaining units and invoice detail automatically calculated based on units completed•Complete transparency to teams and between sponsor and provider
80-90%
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Activity Standard Practice Cost SynSource Savings
Budget Forecasting
•Manually track work performed against plan and calculate remaining work. •Manually forecast remaining work
8-12 hrs per project month
• Integration automates forecast based on earned value calculations & remaining work
• Can tie forecasted to actual vs planned recruitment rates for dynamic forecasting
80-90%
Management of Invoices
•Manually review and approve invoice detail•Manually resolve invoicing errors (10%)
1-2 hrs per project month
• Integration allows invoice detail to be autogenerated as an output of earned value• Automated process utilizing contract data eliminates errors
80-90%
Change in Scope Management
Manually tracked in Excel 1-2 hrs project month
Change in scopes automatically tracked and incorporated into overall budget forecast
80-90%
Internal Reporting Manual process of rolling up study budgets, study forecasts and invoicing details.
10-15 hrs month
All of the study budget, forecast, performance and invoicing details can be immediately accessed and filtered to view many different data scenarios.
80-90%
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Activity Cost Savings Range $ Savings Range
RFP Development $15-25k per RFP 75% 80% $11,250.00 $20,000.00
Negotiation/Contract Finalization $15-25k per RFP 50% 60% $7,500.00 $15,000.00
Earned Value 8-12 hrs per project month 80% 90% $128.00 $216.00
Budget Forecasting 8-12 hrs per project month 80% 90% $128.00 $216.00
Invoicing 1-2 hrs hrs per project
month 80% 90% $16.00 $36.00
Change in Scope Management1-2 hrs hrs per project
month 80% 90% $120.00 $270.00
Internal Reporting 10-15 hrs per month 80% 90% $1,200.00 $2,700.00
Monthly Yearly/Study 20 Studies & RFP Year 2 Year 3 Total 3 Years
$452 $24,174 $483,480 $580,176 $696,211 $1,759,867
$873 $45,476 $909,520 $1,091,424 $1,309,709 $3,310,653
Notes: 150 Hourly Rate 20 No of on-going Projects
20% Annual Growth 20 No of RFPs
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Our cloud hosting provides:• Rapid Scaling and Application Uptime: Easy
to add/remove application servers to an existing pool of load balanced web
servers to handle all incoming requests
• Prevent Application Downtime: using f5 load balancing internet traffic is spread across multiple web servers. In the event a server becomes unavailable, the load balancer will redirect all traffic to the remaining online servers
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Automated daily database backup• Database information is automatically backed-
up daily. The backup is copied into the cloud storage onto multi-redundant RAID 6 hard-drives and onto a second independent cloud provider
Application backup image• Application server image is kept into the cloud
storage for rapidly creating application servers. Time to deploy a new application server – less than 30 minutes
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Presentation level ASP.Net 4.0 & Javascript - Base structureSilverlight 4 – Forms generatorDevExpress XtraReports – Reporting Business Logic & Data Access LayersADO.NET Entity Framework DatabaseMicrosoft SQL Server 2008
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Logical separation of individual sponsor databases
Unique access/Domain login Permission based access by email and
password
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• An innovative product that will help your organization operate more effectively and efficiently
• Standardized templates that can easily be customized
• Work flow optimization• Integrated bidding process to facilitate RFI/RFP
development• Reduced time from RFP to contract signature • Tools that will improve performance measurement
and invoicing accuracy tied to performance • Access to historical data • Automated budget forecasting tied to real time
enrollment data• Scope change management • Flexibility to be easily user-customized during each
step of the process. 16
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Easily manage:•Company profile•Document templates & library•Unit templates & library•RFI/RFP/Review templates• Internal users & permissions•External providers
Flexible to meet individual study needs
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Easily manage:•Company profile•Document templates & library•Unit templates & library•RFI/RFP/Review templates• Internal users & permissions•External providers
Flexible to meet individual study needs
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Easily manage:•Company profile•Document templates & library•Unit templates & library•RFI/RFP/Review templates• Internal users & permissions•External providers
Flexible to meet individual study needs
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System templates can be:
• Routed to teams for online group review• Simultaneous review• Automatic version control
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Easily manage:•Company profile•Document templates & library•Unit templates & library•RFI/RFP/Review templates•Internal users & permissions•External providers
Flexible to meet individual study needs
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Easily manage user roles and permissions
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• Create and send RFIs to multiple providers in minutes• Receive automatic notifications• System automatically tracks responses
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RFP development is automated and includes:•Basic study information •Detailed budget grid by unit of work to be
performed•System-generated detailed statement of work
Flexible to meet individual study needs
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• Create and send and RFP to multiple providers in minutes • Automated RFP review by sponsor team • Summary table details proposals against benchmark• Automated comparison/score of proposals• System-facilitated negotiation• Offers and counter-offers tracked
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Easily send proposals to study teams for evaluation
Quickly schedule bid defense meetings
Select bidder
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• Instantly view – High and low bids– Sponsor and provider offers
• Easily make new offer
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One click automated earned value reports including cost variance and balance of work
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• Payments can be based on- Milestones- Units completed- Mixed model
• Pending invoices are auto-generated as providers complete study performance
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One click study forecasts with user defined: • Number of periods• Forecasting period (monthly, quarterly or yearly)
Forecasting can be tied to real time enrollment data to dynamically reforecast budget and
timeline based on actual vs planned enrollment.
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One click access to develop a change in scope
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Powered by CTB Solutions, IncPatent Pending
™