By Greg Robin

Overview of Cost ReductionSolution (CRS) Services

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Presentation Agenda

Firm Overview

Who Needs Our Services

Solution Development Approach

Advisory Experience & Expertise

Typical Engagement Timeline

Customer Success

Pricing

The QuickStart Package Option

Contact Information

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Firm Overview

Productivity Advisors is a technology consultancy

that advises Fortune 5,000,000 companies on

how to reduce costs and improve business

processes using web-based (SaaS),

technologies and applications.

Our Goal: Deliver the insights and advice

necessary to help our clients achieve

greater business profitability.

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Who Needs Our Services

Does your organization suffer from any of these cost related issues?

Project & cost over-runs

Inefficient customer care and support

Accurate time tracking and billing

Ineffective team collaboration

Would you like your business processes and systems to enable?

Shortened and better coordinated sales cycles

Better understanding of expenditures

Easy viewing of the organization’s key performance indicators (KPIs)

Improved data and version collaboration –e.g., getting teams “on the same page”

Timely problem solving and decision making

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Who Needs Our Services (cont.)

Whether your role is Business, IT or some combination, we can assist your organization implement a cost reduction solution that will help you be more productive, efficient and ultimately more profitable.

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Advisory Experience & ExpertiseVendor selection experience (enterprise & on-demand)

Business Management: Business Intelligence (BI), Customer Relationship Management (CRM), Accounting/ERP and Project & Resource Management

Collaboration: File Management and Knowledge Management

e-Commerce: Chat, Content Management (CMS), E-Mail Service Providers, Payment Systems, Web Analytics and Website Development

Configured & custom solution delivery expertise (web-based)

QuickBase for custom database development, CRM and project management

Google Apps for business collaboration and productivity

Salesforce.com for CRM, Marketing Automation & Support

BaseCamp for streamlined project management

Zoho for CRM, HR and project management

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Solution Development Approach

Envisioning a system (defining requirements)

What costs are you looking to reduce? what is your business issue?

Have you “documented” your business requirements as a business story?

What capabilities are critical to your organization?

Delivering a solution (implementation)

Design: define the feature functionality of the system - e.g. what will be built

Integration considerations: determine integration needs and options

Vendor selection: do cost effective solutions exist in the marketplace?

Development: configure/customize an existing solution vs. custom build

Deployment: deliver in a phased roll-out and iterate (v1, v2) with stakeholders

After initial deployment (support & maintenance)

Develop training materials and system documentation for large scale roll-out

Set-up a maintenance & support plan

Prioritize future enhancement efforts

Audit system usage (back-up procedures, account size, provisioned users)

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Typical Timeline for a Solution

Standard project tasks (time is duration, not effort)

Team interviews and questionnaire intake (1 week)

Development of business requirements (1 week)

Data analysis (1 week)

Prototyping a solution (1 week)

Iterative development (2-4 weeks)

Deployment planning (1-2 weeks)

Deployment & Training (2-3 weeks)

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Customer Success

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Pricing & Services OfferedWe work with your business team to develop a phased, budgeted approach.

Of course, project time estimates are always approximate and depend on the

complexity of scope, timing and deliverables.

Fee structure options:

Time & materials: For situations where business requirements are not refined, we define engagements by phases/milestones, billed hourly

Fixed bid: With adequate requirements from our Clients, we can provide a fixed bid proposal

Retainer relationships: Some Clients require a longer term relationship, structured to their particular needs (weekly/monthly)

Services offered:

Advise & coaching: Hourly relationships (5 or more hrs) to help your team select vendors, do basic configurations, develop training, produce documentation or help with organizational adoption

Analysis & prototyping: Situations where clients are not sure of the size of scope, we can help you determine what to deploy and when

Custom development: Engagements where we do discovery, design, development and delivery of customized or custom solutions

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The QuickStart Package Option

Productivity Advisors offers QuickStart packages, of 20 hours

of consulting time, for several, web-based solutions like Intuit’s

QuickBase, Google Apps, Zoho and Salesforce.com’s products.

QuickStarts are an excellent choice for jumpstarting your team’s

project to deploy web-based applications:

Determine business requirements (problem to be solved)

Initiate data analysis (data structures, relationships and data clean-up)

Prototype a solution

Start iterative development, independent or alongside your team

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Contact

Greg Robin, Founder & Principal

email: greg@productivityadvisors.com

phone: 415.935.1776

web: http://productivityadvisors.com

blog: http://gregrobin.com

twitter: 4productivity

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