Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago...

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Configuration and Quote SimplificationNew Configurator for Avaya Portfolio

EZ Quote

Santiago Gondelman

Systems Engineer – Avaya Brazil

gondelman@avaya.com

+55 11 51856493

© 2009 Avaya Inc. All rights reserved.

EZ Quote – How will Quoting Change?

Today EZ QuoteThink IBM Styled Interface

Requires VPN Access

Modern web-based

SSO – no VPN needed

Complicated, on SE’s can use

No catalog

Technical/Product questions

So easy even AM’s can use it

Web-based e-catalog

Customer needs questions – Product Advisor

Optimized for direct factory orders

Product based configurators

Ugly Bill of Materials

Proposals – manually created and massaged

Optimized for multi tiered channels

Solution Configurators

Customer ready proposal that includes:

1. Executive Summary

2. Cover Letters

3. Solution details

Apply reseller pricing manually

Enter material codes and pricing into Avaya quoting and processing tools subsequently

For Release 0 and 1 these processes will remain the same as they are today.

© 2009 Avaya Inc. All rights reserved.

EZ Quote R1 - The Facts

IP Office Impact Facts: • Only Available in EZ Quote not in ASD, not typically configured in ASD anyway • IPO is 99.9% fulfilled by a Disti therefore, SAP orders are rare at best • IPO Licenses are obtained through ADI tool so again no SAP order required • IPO does not have SSU so again no SAP order required • IPO 6 nuances can be integrated into Disti tools if Partner/Disti do not want to duplicate

work Summary: Users who use EZ Quote for IPO 6 will not create additional work nor confusion

to Care at all, and the Disti will just take the EZQ Output and fulfill from stock.  They will have to take the additional step of entering the materials in their tools for Partner billing.

General Changes: • Roles will not be introduced until March, therefore role specific training will not be

communicated during the R1 Feb training sessions• Pricing will be region specific as they were for R0• Distributors will be defined in some cases (country specific) • SAP Integration will occur on April 19th along with the APM project and requirements so

there is no outage related to APM requirements and MBT order processing

Navigation and Profile

All Users

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EZ Quote – Home Page

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EZ Quote – Account Profile

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EZ Quote – Account Profile

Searching for Partner Quotes

Distributors and Avaya Associates

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EZ Quote – Searching for Partner Quotes

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Searching for Partner Quotes

Catalog

All Users

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EZ Quote – Catalog

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EZ Quote – Catalog

Comparing Products

All Users

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EZ Quote – Comparing Products

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EZ Quote – Comparing Products

Product Advisor

All Users

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EZ Quote – Product Advisor

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EZ Quote – Product Advisor

Creating a New Opportunity

All Users

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EZ Quote – New Opportunity

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EZ Quote – New Opportunity

Creating a New Proposal Against an Opportunity

All Users

© 2009 Avaya Inc. All rights reserved.

EZ Quote – New Opportunity

The Configurator

All Users

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EZ Quote – ConfiguratorAccess the configurator by selecting the Configurator option on the top level navugation bar, or by selecting an IPO configurator from the Product Advisor recommendations that include IPO solutions.

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Configurator

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Configurator

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Configurator

© 2009 Avaya Inc. All rights reserved.

EZ Quote – IPO Telephone Defaults

IP Office Telephone Defaults:

• If 'IP Telephones' selected, all except Receptionist and Teleworkers default to 9620L; Teleworkers default to 5610, Receptionist defaults to the 1616.

• If 'Digital Telephones' selected, all except Receptionist and Teleworkers default to 5410; Teleworkers default to 5610, Receptionist defaults to the 1416.

• If the IPO-Partner Version selected and 'Digital Telephones' selected, the Basic and Mobile Worker (only ones available) default to 1416.

• If 'User manually selects telephones for User Productivity Suite' is selected, no phones will be defaulted and users can manually select.

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Configurator

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Configurator

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Configurator

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Configurator

The Bill of Materials will continue to build and add material codes, quantities and Pricing as you make selections/additions within the configurator.

Adding Piece Parts

All Users

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EZ Quote – Adding Piece Parts

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Adding Piece Parts

Go to the Quick Add section.Enter a part material code.Enter Quantity.Click

406769455 1

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Adding Piece Parts

Validate product and click Add.

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Adding Piece Parts

Review the added products which will appear at the bottom of the Opportunity screen under the Configuration Subtotal.

Exporting

All Users

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EZ Quote – Exporting

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EZ Quote – Exporting

Click Quote Detail when ready to export

Select Open to launch the Excel output.

Generating a Proposal

All Users

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EZ Quote – Generating a Proposal

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Generating a Proposal

© 2009 Avaya Inc. All rights reserved.

Scenario 1

Site 1 13 Digital Stations 1408 1 Analog Station 5 IP stations 1608 (Local Power supply) 10 SIP trunks 4 Analog Trunks Voicemail (1 channel for Recording)

Site 2

5 IP Stations 1608 PoE

4 Analog trunks

4 VCN with Site1

© 2009 Avaya Inc. All rights reserved.

Scenario 1

13 Digital Stations 1408

1 Analog Stations

5 IP stations 1608

10 SIP trunks

4 Analog Trunks

- IPO500 V2

- 1 Combo Cards

- 1 Digital 8

- Licenses for Trunks,VMPro,Phones,VCN

© 2009 Avaya Inc. All rights reserved.

Scenario 1

Site 2

5 IP Stations 1608 PoE

4 Analog trunks

4 VCN with Site1

IPO500V2

1 Combo Card

Licenses for Phones,VCN

© 2009 Avaya Inc. All rights reserved.

Scenario 2

Site 1

20 SIP Stations

30 E1 (E1R2 signaling)

4 Analog Trunks

© 2009 Avaya Inc. All rights reserved.

Scenario 3

10 Agents

1 Supervisor

Recording and Search Tool

Database Integration

30 E1R2 trunks