Presentation Transcript

1. Telecom Lifecycle Management Solutions for Sales Partners

2. Partner Provider Overview Since 1994 this master agent channel has focused on helping partners deliver new solutions to their enterprise customers. This master agent channel is the Largest Master Agency distributor of telecommunications network services in the United States representing over 40 carriers, helping customers acquire services through optimizing all telecommunications spend utilizing proprietary software applications. Launched Business Solutions in 2006 to deliver Telecom Expense Management to carriers and large enterprise customers, expanded in 2009 to include SMB customers and sales partners In 2008, managed $770 million in telecom spend across 46 customers (24 of which are Fortune 500 companies) Delivered overall in-year Return on Investment (ROI) of 103%, based on overcharges Delivered overall in-year Return on Investment (ROI) of 29%, based on undercharges Core service offering is the implementation of a robust lifecycle management platform with managed services to achieve full telecom lifecycle management. IBS provides a full service solution including consulting, implementation, optimization, and account management services throughout the lifecycle of the engagement.
3. Program Components
4. 1.0 2.0 3.0 4.0 5.0 Collect and Compile Data Conduct Comparative Analysis Initiate and Manage Actions Presentation Identify Data Sources 1.0 Identify Data Sources Project Phases 2.0 Collect and Compile Data Project Deliverables Project Tasks 3.0 Conduct Comparative Analysis 5.0 Presentation Telecom Expense Audit Identify service types to be audited Identify service providers for appropriate service types Define Sources for Inventory, Invoices and Contracts Define Formats and Data Elements Project Management Document Data Source Catalog Collect existing inventory documentation Collect 3-6 months of electronic and/or paper invoices Collect applicable contracts and pricing information Assess Contract Inventory for Legal Continuity and Product Coverage Inventory Profile and Reports Billing Profile and Reports Contract Profile and Reports Analyze service inventory against billing data and contract/tariffed rates, including discount structures Identify dispute opportunities Identify savings/optimization opportunities Dispute Opportunity Documentation Savings/Optimization Opportunity Documentation Create detailed documentation for each opportunity Obtain approval for each opportunity Initiate and manage appropriate actions with service providers Status Reporting 4.0 Initiate and Manage Actions Customized Reports Executive Summary Create customized reports Create and present Executive Summary Project Closeout/Transition Activities Fee Structure: Contingency Based – percentage of historical credits and future savings for 12 months.
5. Component Component Deliverables Deliverables Tasks Tasks TEM Programs Silver Program Collect existing inventory documentation Create and manage inventory Inventory Profile Inventory Reports Inventory Collect, load and manage billing data (electronic or paper) Reconcile billing to service inventory and contract rates Provide G/L cost allocation reporting Approve invoices for payment Billing Profile Billing Reports G/L Reports A/P Reports Billing Contract Profile Contract Reports Contract Collect, load and manage contracts and pricing data Identify dispute opportunities Track adjustments issued Dispute Dispute Reporting Fee Structure: Percentage of total monthly spend analyzed Gold Program Initiate corrective action and/or dispute to service providers Mediate disputes to resolution and recovery Dispute Documentation Optimization Documentation Dispute Optimization Customize reporting to facilitate optimization activities Customized Reporting Fee Structure: Percentage of total monthly spend analyzed
6. TEM reports can be accessed and downloaded through a portal in Audex, or can be accessed directly in the PINNACLE Communication Suite. Summary Reports (PDF and/or Powerpoint downloadable) Detailed Reports (Excel downloadable) Services Analyzed: Voice and Data, Wireless and Wireline
7. PINNACLE Services Core Services provide TEM capabilities, Extended Services provide full functionality CORE SERVICES Financial Management Invoice Reconciliation Service & Inventory Management Dispute Management Optimization EXTENDED SERVICES Operations Management Integration Management
8. 1.0 2.0 3.0 4.0 5.0 Define Process Metrics Define Gap Hypotheses Create Process Documentation Identify and Prioritize Change Opportunities Define Processes 1.0 Define Processes Project Phases 2.0 Define Process Metrics Project Deliverables Project Tasks 3.0 Define Gap Hypotheses 5.0 Identify and Prioritize Change Opportunities Process Optimization Identify and Interview Subject Matter Experts Observe Processes Compile feedback Interview List Initial Process Documentation Feedback Notes Mapping of Process Metrics to Initial Process Documentation Documentation of Strategic and Complexity Levers Define Process Metrics Collect and evaluate key performance indicators Identify strategic and complexity levers Evaluate Gap Hypotheses Evaluate Root Cause Hypotheses Discuss Hypotheses with Stakeholders Define value of strategic and complexity levers Gap Hypotheses Document Root Cause Analysis Create Process Maps Create Process Catalog Document Gaps and associated Root Causes As-Is Process Maps Process Catalog 4.0 Create Process Documentation Understand strategic value of change Understand complexity associated with change Create prioritization matrix Document change recommendations Prioritization Matrix Process Change Recommendations Business Review Presentation Fee Structure: Professional Services fees based on time and materials, travel and expenses are reimbursed