Cost Reduction Services

Overview of Cost Reduction
Solution (CRS) Services
By Greg Robin

Presentation Agenda
 Firm Overview
 Who Needs Our Services
 Solution Development Approach
 Advisory Experience & Expertise
 Typical Engagement Timeline
 Customer Success
 Pricing
 The QuickStart Package Option
 Contact Information

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Firm Overview
Productivity Advisors is a technology consultancy
that advises Fortune 5,000,000 companies on
how to reduce costs and improve business
processes using web-based (SaaS),
technologies and applications.

Our Goal: Deliver the insights and advice
necessary to help our clients achieve
greater business profitability.

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Who Needs Our Services
Does your organization suffer from
any of these cost related issues?
 Project & cost over-runs
 Inefficient customer care and support
 Accurate time tracking and billing
 Ineffective team collaboration

Would you like your business
processes and systems to enable?
 Shortened and better coordinated sales cycles
 Better understanding of expenditures
 Easy viewing of the organization’s key performance
indicators (KPIs)
 Improved data and version collaboration –
e.g., getting teams “on the same page”
 Timely problem solving and decision making

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Who Needs Our Services (cont.)
Whether your role is Business, IT or some combination,
we can assist your organization implement a cost
reduction solution that will help you be more productive,
efficient and ultimately more profitable.

5

Advisory Experience & Expertise
Vendor selection experience (enterprise & on-demand)
 Business Management: Business Intelligence (BI), Customer Relationship
Management (CRM), Accounting/ERP and Project & Resource Management
 Collaboration: File Management and Knowledge Management
 e-Commerce: Chat, Content Management (CMS), E-Mail Service Providers,
Payment Systems, Web Analytics and Website Development

Configured & custom solution delivery expertise (web-based)
 QuickBase for custom database development, CRM and project management
 Google Apps for business collaboration and productivity
 Salesforce.com for CRM, Marketing Automation & Support
 BaseCamp for streamlined project management
 Zoho for CRM, HR and project management

6

Solution Development Approach
Envisioning a system (defining requirements)
 What costs are you looking to reduce? what is your business issue?
 Have you “documented” your business requirements as a business story?
 What capabilities are critical to your organization?
Delivering a solution (implementation)
 Design: define the feature functionality of the system - e.g. what will be built
 Integration considerations: determine integration needs and options
 Vendor selection: do cost effective solutions exist in the marketplace?
 Development: configure/customize an existing solution vs. custom build
 Deployment: deliver in a phased roll-out and iterate (v1, v2) with stakeholders
After initial deployment (support & maintenance)
 Develop training materials and system documentation for large scale roll-out
 Set-up a maintenance & support plan
 Prioritize future enhancement efforts
 Audit system usage (back-up procedures, account size, provisioned users)

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Typical Timeline for a Solution
Standard project tasks (time is duration, not effort)
 Team interviews and questionnaire intake (1 week)
 Development of business requirements (1 week)
 Data analysis (1 week)
 Prototyping a solution (1 week)
 Iterative development (2-4 weeks)
 Deployment planning (1-2 weeks)
 Deployment & Training (2-3 weeks)

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Pricing & Services Offered
We work with your business team to develop a phased, budgeted approach.
Of course, project time estimates are always approximate and depend on the
complexity of scope, timing and deliverables.
 Fee structure options:
 Time & materials: For situations where business requirements are not
refined, we define engagements by phases/milestones, billed hourly
 Fixed bid: With adequate requirements from our Clients, we can
provide a fixed bid proposal
 Retainer relationships: Some Clients require a longer term relationship,
structured to their particular needs (weekly/monthly)
 Services offered:
 Advise & coaching: Hourly relationships (5 or more hrs) to help your
team select vendors, do basic configurations, develop training,
produce documentation or help with organizational adoption
 Analysis & prototyping: Situations where clients are not sure of the
size of scope, we can help you determine what to deploy and when
 Custom development: Engagements where we do discovery, design,
development and delivery of customized or custom solutions
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The QuickStart Package Option
Productivity Advisors offers QuickStart packages, of 20 hours
of consulting time, for several, web-based solutions like Intuit’s
QuickBase, Google Apps, Zoho and Salesforce.com’s products.

QuickStarts are an excellent choice for jumpstarting your team’s
project to deploy web-based applications:
 Determine business requirements (problem to be solved)
 Initiate data analysis (data structures, relationships and data clean-up)
 Prototype a solution
 Start iterative development, independent or alongside your team

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Contact
Greg Robin, Founder & Principal
email: greg@productivityadvisors.com
phone: 415.935.1776
web: http://productivityadvisors.com
blog: http://gregrobin.com
twitter: 4productivity

Thank you for your interest in

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Cost Reduction Services

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