Summary of cost reduction services we provide to businesses of all sizes.

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

2. 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
2

3. 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.
3

4. 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
4

5. 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

6. 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

7. 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)
7

8. 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)
8

9. Customer Success
9

10. 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
10

11. 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
11

12. 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
12