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

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Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil [email protected] +55 11 51856493

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

Page 1: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.

Configuration and Quote SimplificationNew Configurator for Avaya Portfolio

EZ Quote

Santiago Gondelman

Systems Engineer – Avaya Brazil

[email protected]

+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.

© 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.

© 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.

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.

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Home Page

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© 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.

© 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.

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.

© 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.

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Searching for Partner Quotes

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Catalog

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© 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.

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Catalog

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Comparing Products

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© 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.

© 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.

Product Advisor

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Page 18: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.

© 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.

© 2009 Avaya Inc. All rights reserved.

EZ Quote – Product Advisor

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Creating a New Opportunity

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© 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.

© 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.

Creating a New Proposal Against an Opportunity

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© 2009 Avaya Inc. All rights reserved.

EZ Quote – New Opportunity

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The Configurator

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Page 26: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.

© 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.

© 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.

© 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.

© 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.

© 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.

© 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.

© 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.

© 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.

© 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.

Adding Piece Parts

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Page 36: Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote Santiago Gondelman Systems Engineer – Avaya Brazil gondelman@avaya.com.

© 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.

© 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.

© 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.

© 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.

Exporting

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© 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.

© 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.

Generating a Proposal

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© 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.

© 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.

© 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.

© 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.

© 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.

© 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.

© 2009 Avaya Inc. All rights reserved.

Scenario 3

10 Agents

1 Supervisor

Recording and Search Tool

Database Integration

30 E1R2 trunks