1 / 19

Client Presentation

Client Presentation. Prepared for <Name of Prospect> <Current Date>. Agenda. Introduction of participants / expectations Short introduction of Partner / Westbrook Existing situation Proof of concept Live presentation of Fortis / FortisBlue Discussion of the solution Benefits

stuart-frost
Download Presentation

Client Presentation

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Client Presentation Prepared for <Name of Prospect> <Current Date>

  2. Agenda • Introduction of participants / expectations • Short introduction of Partner / Westbrook • Existing situation • Proof of concept • Live presentation of Fortis/FortisBlue • Discussion of the solution • Benefits • Investment estimate • Next steps

  3. Introduction of participants <Prospect name> • <Participant name1>, <title>, <department> • Your expectation for today? • <Participant name2>, <title>, <department> • Your expectation for today? • <Participant name3>, <title>, <department> • Your expectation for today? • <Participant name4>, <title>, <department> • Your expectation for today? • <Participant name5>, <title>, <department> • Your expectation for today?

  4. Profile Short profile of <prospect> • <Prospect> is a <industry> company and employs <number of employees> • <Name of prospect> is located in <city> and has <number of locations> • <Name of prospect> mission is to <mission of prospect>

  5. Short introduction of <Partner>

  6. Pioneer and Technology Leader Westbrook Technologies, Inc. builds highly flexible and intuitive Content Management software that is sought after by people, businesses and organizations worldwide. • Founded in 1991 • Over 24,000 users worldwide • Robust Fortis and FortisBlue product lines • Products sold through Value Added Reseller Partner Channel

  7. Westbrook Technologies A subsidiary of DocuWare Highlights: • Over 1,400 active and supported accounts • Retention rate of 88% over past five years • FortisBlue supports any language • Target Market – North America

  8. Knowledgeable Network of Local Partners Westbrook’s strategic partnerships enable customers to get more value from their technology investments. • Aided by over 30 Value Added Resellers employing more than 150 certified Fortis and FortisBlue experts • Many technology partnerships and certifications

  9. Existing situation <Document1> • <Business process1> Current challenges of existing process • <Problem 1> • <Problem 2> • … Implications of challenges • <Implication 1> • <Implication 2> • …

  10. Existing situation <Document2> • <Business process1> Current challenges of existing process • <Problem 1> • <Problem 2> • … Implications of challenges • <Implication 1> • <Implication 2> • …

  11. Existing situation <Document3> • <Business process1> Current challenges of existing process • <Problem 1> • <Problem 2> • … Implications of challenges • <Implication 1> • <Implication 2> • …

  12. Proof of concept Proposed <business workflow> • <Step1> • <Step2> • <Step3>

  13. Live software presentation

  14. Discussion of solution Have the existing problems been addressed? • <Problem1> • <Problem2> • <Problem3> • <Problem4>

  15. Your benefits For Company As a User Process Benefit Valuation • Quality Benefits • <1> • <2> • Quantifiable Benefits: • <1> • <2> • Quality Benefits • <1> • <2> • Quantifiable Benefits: • <1> • <2> The benefits of Fortis or FortisBluesum up to $ xxxxx/Month • Quality Benefits • <1> • <2> • Quantifiable Benefits: • <1> • <2>

  16. Investment estimate • <$xx,xxx> • <$xx,xxx> • <$xx,xxx> • <$xx,xxx> • <$xx,xxx> • <$xx,xxx> • <$xx,xxx> • <$xx,xxx> • <$xx,xxx> • Software components • Fortis/FortisBlue • Hardware components • Scanner • Storage • Professional services • Planning • Implementation • Training • Ongoing support • Total estimate • This translates into a monthly leasing rate of about

  17. The next steps Configuration development • Creation of a blue print for your organization which outlines in detail • Capturing methods • Indexing automation • Database structures • Document Type structures • User rights, etc. Participants • <Name of prospect>: <Name> • <Name of Partner>: <Name>

  18. Timeline 12/11/2013 12/11/2013 12/11/2013 12/11/2013 • Per month you will save: • <Copy here the benefit valuation from slide „Your benefit“> Planning Realization Starting Point Configuration Development Implementation & Training Go LIVE!

  19. When do you want to start?

More Related