Sample Sales Deck Managed Services Presentation Meeting 1 AGENDA Introduction 1 Offering Description 2 MS Overview 3 Team And Process 4 Case Study 5 Questions Next Steps 6 Scoping Pricing ID: 810887
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Slide1
Scott Preszler, CEO of US-Analytics
Sample Sales Deck: Managed ServicesPresentation (Meeting 1)
Slide2AGENDA
Introduction1
Offering Description
2
MS Overview
3
Team And Process
4
Case Study
5
Questions / Next Steps
6
Scoping Pricing
7
Slide3(For American Partners Understanding):
These are the 4 step process to get client up and running with managed services
Meeting 1 –
Introductions, Background and Needs Qualification.
(This meeting)
Meeting 2 – Scoping Meeting
( MS team will meet and discuss level of effort, environment understanding to define requirements, scope sizing and pricing to present back to client.
Apps Owned
Current reliability, issues, documentation, processes, sizing, timing
Task Review ( client vs. MS team)
Security
Future Considerations
Managed Services Packaged of interest, HPRO, HPRO plus, Bridge…..
Meeting 3
– Presentation / Pricing and Client Question Answered.
Upon contracts and pricing acceptance
Meeting 4 – Project Start with onboarding through ongoing efforts initiated
Slide4Who is American Partners
About the partnership with US-AnalyticsLess sales material about US-Analytics is acceptable
Slide5“
Focused and Committed”
US-based,
Oracle EPM and BI focused for over 17 years with continuous business growth
We are nimble and respond quickly to customer’s needs
Over 500 clients and over 1,000 successful Hyperion engagements
Seasoned business and technical acumen with EPM and BI initiatives
Over 65 professionals with 12+ years each of Hyperion experience and certifications
Active leaders in the Oracle community
Founder Hyperion Women's Forum, Advisory board leadership, conference presentations, webinars, EPM Speaker of the Year at Kaleidoscope in 2015 and 2014
Corporate culture of integrity with 100% customer commitment
Managed Services
We have been providing Managed Services to clients for many years
Managed Services team based in Dallas and Philippines each with 10+ years of experience
Proven processes for all aspects of Managed Services (NPR rated)
ABOUT US-ANALYTICS
Slide6ABOUT US-ANALYTICS
Managed Services
Upgrades & Migrations
Implementations
Infrastructure
Process & Advisory
Services
Big Data
DRM
: Master Data Management
Business Intelligence
EPM: Financial Close & Consolidation
EPM: Planning & Forecasting
Solutions
Data Integration
Training
Accolades
Original Oracle Hyperion and Pillar partner
Oracle Hyperion Financial Management 11
Oracle Hyperion Planning 11
Oracle Essbase 11
Oracle Data Relationship Management 11
2013, 2014, 2015
2015 Oracle TOLA EPM Partner of the year
ABOUT US-ANALYTICS
Slide7What WE believe at US-ANALYTICS
CORE VALUES
Quality: customer satisfaction that meets or exceeds client’s expectations.
Team
work First: seeking what is best for the overall team (company, client, and partners) first, being flexible, trusting and adding value.
Accountability: understanding your individual role, following through to goal attainment, and assisting in success of the firm.
Innovative Solutions: offering forward-thinking answers to our clients’ demands.
Passionate Fun: recognizing success and celebrating it.
CORE FOCUS
In
business to
drive business transformation using leading experts, EPM and business analytics tools, and proven best practices.
Slide8Market Reality and Validation Of Why Managed Offerings are so valuable
WSJ – 2.7% headcount projected in most finance departments this year. Need to run the same processes with less technology staff. EPM and BI - Mission Critical Systems, 24/7 requirements.Oracle/Hyperion Staff - Hard to find resources with the expertise and availability both technical and functional.EPM and BI encompasses lot’s of technologies, tied hard to have all the skills and expertise in one or two staff.
Many solutions are now hybrid,
on-premise
and in the cloud, so remote teams make sense. ( especially high quality onshore teams)
Managed Services is not only an option, but now a proven one.
Slide9Slide10Slide11Dedicated
. US-Based Team (not part time, or single threaded). 24/7 team US and in Philippines. Service Desk Manager will be assigned. Most staff on desk can handle Level 1, Level 2, and some Level 3 tickets. Tailored. Pick your level of HPRO and offering, then customized service ( by product, by function, by team). On boarded, documented and scheduled.
Systemized Escalation Path Defined
. When escalated to leverage full Oracle Staff up to Oracle Aces and Oracle Support Desk.
Growing Practice
. 2 new clients per month on average. Team continues to grow.
Tools and Training
. All MS clients get full access to our tricks and tips.
What Makes American Partners /
US-Analytics’ Managed Services Better
Slide121 . Hardware and Network Monitor and Support (Hosted)
2. Infrastructure Support
3. Application(s) and EPM Process Support
Hardware and Network –
Outsource hardware and network
Provider owns OS and related
Infrastructure -
Support tasks related to the software and related maintenance
Provide troubleshooting and resolution for software and performance issues, etc.
Application and EPM Process and Support -
Scheduled and unscheduled tasks in place of an application administrator
Provide troubleshooting and resolution for application issues
Processes - Support Month End close etc.
Managed Services – Responsibility Tiers
Slide13US-Analytics Managed Services Pillars
Applications
Transaction Monitoring
Log Monitoring
Session Monitoring
Process Monitoring
Usage Patterns
System Performance
Availability
Monitoring
Common Ops Helpdesk
Trouble Ticketing
SOP based resolution
Ticket Assignment
Escalation Management
End User Interface
SLM
Service Desk
User Account Management
Infra Admin
App Admin
Archival/Backups
etc
Master Data
Config
Patch
Mgmt
Interface
Mgmt
Production Support
Infra,App
, Process
Administration
Interface Issues
Performance
Diagnostics
Problem Identification
Escalation Path Defined
Root Cause analysis
Problem resolution
Triage
Management
Managed Reporting
Parameters & frequency
Tool Integration Real Time
Reporting
Periodic / Quarterly Review
SLM
Reporting/
Client Communication
On Boarded Systems Management
Slide14HPRO
HFM, FDM, Planning, Essbase, DRM (11.1.2.1)Retail and SecurityCASE STUDY
Multi Product Global Organization
Customer Needs:
Full Hyperion deployment with multiple phases
Large SAP ERP customer with all Hyperion EPM footprint
Support internal admins
Support :
Hourly managed services support
Report findings / identify issues for resolutionRelated to Hyperion platform
Both application and infrastructure
Slide15HPRO
Planning and Essbase BIFS and OBIA (11.1.2.1)Manufacturing and RetailCASE STUDY
Customer Needs:
Multi year global deployment of Hyperion applications
Strong internal administrative team
People Soft and SAP ERPs with all Hyperion EPM footprint
Support :
Initial on site support then converted to remote managed services
Hourly managed services agreement
Support internal adminsFuture :Evaluating Upgrade, DRM, FCM and ARM
Multi Product Global Organization
Slide16Annual Hourly Contract
Planning, HFM,FDMEE, DRMFCM/ARM 11.1.2.3Manufacturing and DistributionCASE STUDY
Multi Product Global Organization
Customer Needs:
HFM, Planning, FDMEE
Application and infrastructure
Turnover with admin driving need for support
Support:
Hourly support contract
Coordination points with app owners
Slide17HPRO
HFM, FDM, Planning and Essbase (11.1.2.3)RetailCASE STUDY
Multi Product Global Organization
Customer Needs:
Recent HFM/FDM and Planning Applications deployed by 2 different consulting firms.
Recent version upgrade
Recent Departure of Application Admin
Need to provide support for application and infrastructure activities for all applications and infrastructure
Support, Scheduled:
High ticket volume - large number of support tasks
Daily, Weekly, Monthly tasksMonthly data feed loads
Infrastructure tasks (performance, log files)Unscheduled TicketsGreater number of tickets for both application and infrastructure
Related to Hyperion platform