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![Page 1: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/1.jpg)
Configuration and Quote SimplificationNew Configurator for Avaya Portfolio
EZ Quote
Santiago Gondelman
Systems Engineer – Avaya Brazil
+55 11 51856493
![Page 2: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/2.jpg)
© 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.
![Page 3: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/3.jpg)
© 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
![Page 4: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/4.jpg)
Navigation and Profile
All Users
![Page 5: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/5.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Home Page
![Page 6: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/6.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Account Profile
![Page 7: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/7.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Account Profile
![Page 8: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/8.jpg)
Searching for Partner Quotes
Distributors and Avaya Associates
![Page 9: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/9.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Searching for Partner Quotes
![Page 10: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/10.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Searching for Partner Quotes
![Page 11: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/11.jpg)
Catalog
All Users
![Page 12: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/12.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Catalog
![Page 13: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/13.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Catalog
![Page 14: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/14.jpg)
Comparing Products
All Users
![Page 15: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/15.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Comparing Products
![Page 16: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/16.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Comparing Products
![Page 17: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/17.jpg)
Product Advisor
All Users
![Page 18: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/18.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Product Advisor
![Page 19: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/19.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Product Advisor
![Page 20: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/20.jpg)
Creating a New Opportunity
All Users
![Page 21: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/21.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – New Opportunity
![Page 22: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/22.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – New Opportunity
![Page 23: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/23.jpg)
Creating a New Proposal Against an Opportunity
All Users
![Page 24: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/24.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – New Opportunity
![Page 25: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/25.jpg)
The Configurator
All Users
![Page 26: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/26.jpg)
© 2009 Avaya Inc. All rights reserved.
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.
![Page 27: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/27.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Configurator
![Page 28: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/28.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Configurator
![Page 29: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/29.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Configurator
![Page 30: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/30.jpg)
© 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.
![Page 31: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/31.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Configurator
![Page 32: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/32.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Configurator
![Page 33: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/33.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Configurator
![Page 34: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/34.jpg)
© 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.
![Page 35: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/35.jpg)
Adding Piece Parts
All Users
![Page 36: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/36.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Adding Piece Parts
![Page 37: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/37.jpg)
© 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
![Page 38: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/38.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Adding Piece Parts
Validate product and click Add.
![Page 39: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/39.jpg)
© 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.
![Page 40: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/40.jpg)
Exporting
All Users
![Page 41: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/41.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Exporting
![Page 42: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/42.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Exporting
Click Quote Detail when ready to export
Select Open to launch the Excel output.
![Page 43: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/43.jpg)
Generating a Proposal
All Users
![Page 44: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/44.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Generating a Proposal
![Page 45: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/45.jpg)
© 2009 Avaya Inc. All rights reserved.
EZ Quote – Generating a Proposal
![Page 46: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/46.jpg)
© 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
![Page 47: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/47.jpg)
© 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
![Page 48: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/48.jpg)
© 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
![Page 49: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/49.jpg)
© 2009 Avaya Inc. All rights reserved.
Scenario 2
Site 1
20 SIP Stations
30 E1 (E1R2 signaling)
4 Analog Trunks
![Page 50: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.](https://reader037.fdocuments.us/reader037/viewer/2022102900/55170e72550346f5558b53f3/html5/thumbnails/50.jpg)
© 2009 Avaya Inc. All rights reserved.
Scenario 3
10 Agents
1 Supervisor
Recording and Search Tool
Database Integration
30 E1R2 trunks