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Manage BIS

Opportunity/Strategy Management

Business Information System Sales, Marketing and CRM

Project & Resource Management

Deal & Order Management

Supplier Management

Financial Management

Integrating and Automating the Front and Back Office BIS is an integrated suite of applications for the management of all your business processes and for the dissemination of real-time information throughout your organization. BIS Sales, Marketing, and CRM modules improve effectiveness of the front office by increasing visibility and collaboration. BIS Order, Contract and Financial Management modules provide the analysis, internal control and reporting tools needed to run the back office.


Full Sales Force Automation 8thManageTM BIS controls the entire sales cycle. BIS provides lead management, marketing automation, opportunity management, territory management, strategic selling, team selling and every-deal-is-a-project features.

Client Satisfaction

Opportunity Ma n ag em en

t

Every Deal Is

Lead & Client Management

g

c je ro aP

lin

t

ic t eg Stra

l Se

Lead Management 8thManageTM BIS automates the entire lead generation and management process by

INPUT LEADS

Capturing leads online Managing lead sources Qualifying leads and managing lead conversions Defining responsibilities and account assignments

MANAGE LEADS

CRM Database

PROCESS LEADS

Tracking results and managing performance UPDATE LEADS

Marketing Automation and Campaign Management 8thManageTM BIS provides integrated sales and marketing capabilities and closed-loop marketing automation through Market segmentation

Multi-Channel Entry

Market Segmentation

Campaign objective and theme management

Segment 1 Email

Walk-in

Prospect search by segment and interest Email

Campaign budget and activity management

Phone

Sales Meeting & Conversion

Segment 2 Email

Multi-channel execution management Campaign-to-Sales conversion analysis CRM Database

Segment 3 Email

Recipient Behavior Info

2

Personalized Web Experience

Recipient Behavior Info

Sales Details


Opportunity Management Right Opportunity

8thManageTM BIS centralizes and tracks all opportunity information, including:

Right People for the Right Job

Opportunity proposals Investment and return planning

Take & Manage Calculated Risks

Prioritization and approvals Milestone planning

Right Connections & Relationships

Progress and confidence-level tracking Cost and ROI analysis

Right Return

Strategic Selling

Win-Result

8thManageTM BIS offers a framework for strategic selling with Competition Analysis

Receptivity & Response

Pre-condition and competitive analysis Creation of value propositions Tracking and analysis of factors that influence buyers Immediate response to red flags Obtain leverage

Value Proposition Leverage

Analysis of customer receptivity and development of appropriate responses Buying Influence

Track win-result

Red Flags

Team Selling 8thManageTM BIS provides full support for team selling by Defining team structure and members Specifying different roles and responsibilities Tracking individual and joint responsibilities Establishing team revenue targets and measuring performance Managing commissions Directing team activities

ist

Strateg

Persuad

er

3


Lifetime Client Relationship Management (CRM) 8thManageTM BIS provides tools for complete client lifecycle management. In BIS you can document all customer correspondence and make current client information available to your entire sales team. BIS provides features to track satisfied clients for up-selling and cross-selling opportunities and identifies inactive customers for follow-up Source

Business Partner

Satisfaction Lead Referral Cr

Every deal/order is a project

os

s-s

ell

Inactive Client Qualify

Up

-se

ll

Sm

arte

n-u

p

Selling Strategy Deal/Order Establishment

Finalize Value Proposition

Activities & Interactions

Account and Contact Information 8thManageTM BIS organizes and maintains complete accounts and contact repository including:

Topics & Events Interested

Organization Chart, Financial Summary, Contact Info Invoice & Payment Info

Client organization charts Financial summaries Contact information Records of client interests and marketing preferences Reference and up-selling information Quotation/deal/order/license information Delivery and satisfaction information Invoice and payment information

Interactions & Results

4

Delivery & Customer Satisfaction Info

Deal/Order/ License Info


Client Referencing and Interaction Management 8thManageTM BIS records and tracks all client interactions and results Categorizes interactions Records purposes, dates and participant lists Tracks key decision makers and influencers Links interaction records with expense reports Tracks results and follow-up activities

Order Management

anagemen Cost M t

TM

8thManage BIS supports the full cycle of quotation, order and fulfillment, with the capability to

Quote Planning

Plan quotes Invoice & Payment Management

Support client review and approval Track shipping and delivery Manage commissions, indirect discounts and profit/loss performance

Commission Management

Convert quotes to orders

Internal Review & Approval

P&L

Client Satisfaction Management

Quote Revision Tracking

Discount Management

Revise and track quotes

Order Conversion

Shipping & Delivery Client Review & Approval

Rev

enue M nt anageme

Contract Management anagemen Cost M t

8thManageTM BIS supports the entire deal cycle, from proposal through project execution and contract closure, by

Expected Risk & Reward

Creating estimates, quotes and proposals Establishing and tracking multiple revenue streams Defining contract scope and managing project execution Monitoring milestone completion and commitment performance Tracking change requests and resolutions Managing commissions, indirect discounts and profit/loss accountability

ission & Indire ct Comm unt Managemen Disco t

Prioritizing and approving new business pursuits

Invoice and Payment Management

Prioritization & Approval

P&L

Time & Expense Reporting & Tracking

Scope & Project Management

Penalty Management

Analyzing opportunity risks and establishing a business case

Milestone & Commitment Tracking

Change & Defect Tracking Quality Control

Rev

enue M nt anageme

5


Enterprise Resource Management 8thManageTM BIS provides capabilities for searching, requesting, allocating and tracking resources in multiple geographical locations, groups, programs, projects and activities Experts Resource Requested

New York

Searching

Managers

Approved

Tokyo Paris Labor Resource Requested

Allocated

London Utilizing

Sydney Frankfurt

Business Project Management 8thManageTM BIS provides the framework to manage every business deal as a project

Every business deal is a project

6


Revenue and Pipeline Management 8thManageTM BIS helps teams to set their targets and track their progress and pipelines by providing the framework for users to: Set revenue targets Recognize revenue and income in real-time Detect early changes in sales outlook and analyze forecast variance Track revenue by region, group, business type and currency Analyze the new business pipeline 1‘000’000’000 00’000’00 0 $2‘0 ‘000’000’00

0

$4

$8,000,000,000

Real-time Status Tracking 8thManageTM BIS provides real-time tracking of Opportunities Deals Projects Quotations and orders Invoice and payments

Satisfaction Management 8thManageTM BIS provides systematic client satisfaction checks on every deal and order. With BIS, client satisfaction information is visible to executives, sales and delivery teams Delighted

Slightly Below Delighted Slightly Dissatisfied

Dissatisfied

Satisfied

7


Supplier Management 8thManageTM BIS helps the organization evaluate and select suppliers and quickly integrate them into the team. BIS fosters visibility and understanding of

Supplier

Supplier information Qualification process Pre-selection process RFI/RFP/RFQ process Supplier as a Team Member

Relationship management

Manage TOM

Supplier-as-a-team-member

Client as a Team Member

Delivery and satisfaction checks Escalation and blacklist

Client

eTender 8thManageTM BIS provides full eTender capabilities

Contact Officer

Manage

internet

Suppliers Preparation & Evaluation Team Pre-selection or open tender

Register interest

Establish a tender agenda and schedule

Check agenda and schedule

Prepare, approve and publish tender documents online

Check tender document status

Create a virtual Tender Q&A forum (information available to all suppliers)

Ask questions in the tender Q&A forum

Streamline communication and notifications with suppliers

Download tender documents

Standardize the evaluation processes

Submit response-to-tender

Announce procurement decisions

Confirm recipience of response-to-tender

Invoice Received and Account Payable 8thManageTM BIS automates accounts payable processes to streamline invoice receipt, application of payment terms and late payment penalties Supplier

Payment Request

Account payable Approval

8

Account Payable Reports


Invoice Generation and Account Receivable 8thManageTM BIS tracks order fulfillment status, project progress and payment terms to generate client invoices. Integration with front-line project management systems and automated workflow notifications accelerate billing processes to improve cash performance across the enterprise Project

Order

Contract

Milestone and Fulfillment Information

Adjustment

Approval client

Account Receivable Account Receivable Reports

Aging

Matching

Organization Budgeting, Aggregation and Tracking 8thManageTM BIS provides organizational budgeting and actual cost-tracking capabilities to enable the assembly and dissemination of financial information across functional departments, projects or business units in real time Operating

USD ‘000

Budget Approved Forecast

Capital Budget Approved Forecast

Actual

Actual

57,000

8,600

38,314

8,000

0

7,307

38,000

6,400

28,624

6,000

0

5,485

Department A

22,000

0

12,380

3,800

0

3,701

Department B

16,000

6,400

16,244

2,200

0

1,784

19,000

2,200

9,690

2,000

0

1,822

Enterprise Business Unit 1

Business Unit 2

Department A USD ‘000

Operating

Budget (Approved+Forecast) 2008 Q2 Q1 Q3 Q4

Actual 2008 Q1

Q2

Q3

5,000+0

5,200+0

5,800+0

6,000+0

4,800

4,900

2,680

3,800+0

3,900+0

4,200+0

4,400+0

3,750

3,860

1,817

3,000+0

3,000+0

3,000+0

3,000+0

2,900

2900

1,267

800+0

900+0

1,200+0

1,400+0

850

T&E

989+0

984+0

1,284+0

1,284+0

896

732

555

Depreciation

211+0

316+0

316+0

316+0

154

308

308

Q4

Equipment Labor Direct Indirect

Capital Equipment

3,800+0

3,701

3,800+0

3,701

960

550

308

Facility

9


Cost Accounting and P&L Tracking 8thManageTM BIS provides flexible cost accounting and P&L performance tracking, for the entire enterprise and down to individual delivery order and project levels. All financial information is aggregated and reported in real-time with configurable alerts and notifications to keep stakeholders informed

Enterprise

Legal Entity A

Legal Entity B

BU1

Opportunity

Expense Report

10

BU2

Order

Project I

Legal Entity C

Deal

Project II

Timesheet

BU3

Project Îą

Project β

Project III

Payment Request

Purchase Order


Order Fulfillment and Inventory Product Order

Fulfilled

Service Order

Inventory Check

Satisfaction Check

Verify Recipience

lti

Backorder Handling

hi pp ing

pl

eS

Identify Responsible Person

Satisfaction Check

Verify Completion

S

Mu

Fulfilled

hi

pm

Schedule Delivery

Shipment Scheduling

Delivering

en ts

Complete Document Management System

Sponsor Program Manager

Executive

8thManage Document Management System

Authorization

Version Control

Search Project Manager

Users

Wiki Interface

Other Stakeholders

MS SharePoint Interface

Plug-in

Plug-in

Wiki

MS SharePoint

Team Members

Worldwide Help Desk Management

g & Response Au to m at i

Tracking & Escalation

Initial Response

Response

hin

CRM Database

Request & Response System

D

Phone

Logging & Prioritization

port Automat i on Sup

Web

on

tc pa is

E-Mail

WebEx

Support Knowledge Base

11


Manage BIS

Business Management in Real-time

Visit www.8manage.com for more information WisageTech is an international software product company with clients in U.S., Canada, China, Hong Kong and Singapore. WisageTech offers the following TM

solutions to increase the efficiency and effectiveness of your enterprises: 8thManage 8thManage 8thManage 8thManage 8thManage

TM

TM

TM

TM

TM

PM PMO TOM PSA BIS

: Advanced Tool for Project Planning & Execution : High Performance PMO for Enterprises : Total Outsourcing Management for Enterprises : Full Automation for Professional Service Businesses : Integrated Front & Back Business Information System

North, Central & South Americas 438 Red Birch Court Ridgewood, New Jersey 07450 T: (1) 201-882-2447 Ext. 1 Contact Sales : sales@wisagetech.com

Asia Pacific 2702-6 Lucky Commercial Centre 103-9 Des Voeux Road West Hong Kong T: (852) 91989986

China Room E1, 16/F China Everbright Bank Building 689 Tianhe Beilu Guangzhou 510630 T: (86) 20-38730570


Enterprise Performance Management