Increased Efficiency and Effectiveness The Next Level of Persuasive Communication Increased Efficiency and Effectiveness Version 2.1.0.X July 2017

Effective Format. Persuasive documents & presentations Effective Format Persuasive documents & presentations that communicate customer value Efficient Creation Streamlined and expandable entry screens and exports Focused Reuse Collaboration and content reuse focused on specific customer

Consolidate Entry Screens and Guidance Improve Evidence Formatting Functions Clarify How Draft Entries Populate Final Document Simplify Translations Streamline TCO Process

Time Savings Installation One-Time install with dynamic update. Usage feedback quickly addressed. System Performance Start up, processing and update performance improvement. Document Creation Streamlined screens, focused guidance and content reuse save time.

Customer Organization Convergence MSPW brings together the requirements of all parties: EM Marketing EM Management Customer Organization Online Document Database Distributor Alliance Sales Engineer FES Engineer

Consolidate Entry Screens and Guidance Document creation process improved with streamlined entry screens and guidance. TCO – Entry Screens Three Primary Document Creation Steps

Consolidate Entry Screens and Guidance The embedded E-Learn has been updated to provide concise explanation of method and software. The E-Learn chapters are linked to screen PinPoint help icons. MSPW Notices

Consolidate Entry Screens and Guidance The Case screen includes the Customer information and the information and photo used on the export Cover. Draft Case Screen with Customer information, Cover Photo and Overall Customer Result.

Consolidate Entry Screens and Guidance The Worksheet screen is the primary entry screen. Most of the document content is entered on this screen. The persuasive structure is used to organize key ideas and supporting detail. The expanding structure is used for one or multiple recommendations. Draft Worksheet Screen for one or multiple recommendations.

Consolidate Entry Screens and Guidance The Closing screen includes Next Actions, Appendices and Signatures. A default signature Is saved in the Settings screen. The first signature auto populates Performance Summary. Draft Worksheet Screen for one or multiple recommendations.

Improve Evidence Formatting Functions Evidence formatting improvements for adding and editing images, tables, charts and graphs. Evidence blocks automatically expand to maximize view of evidence. Draft Worksheet Screen in Expanded View.

Clarify How Draft Entries Populate Final Document The Final screens provide an exact preview of the exported document with clear Explanation of how each section is populated from Draft screen entries. Final Cover screen with auto-sentence icons on the right. This preview includes guidance to show where each part of the final document is populated from. Users can easily adjust and move to the source entry screen.

Clarify How Draft Entries Populate Final Document This preview includes guidance to show where each part of the final document is populated from. Users can easily adjust and move to the source entry screen. Final screen Auto-Sentence popup shows a user the content source and destinations. User can edit or navigate back to source screen.

The remaining Auto Sentences can be easily viewed and adjusted. Improved Translation Support Auto Sentences have been reduced and simplified to improve support of all languages. The remaining Auto Sentences can be easily viewed and adjusted. If needed, Auto Sentence adjustments and corrections can be sent to the MSPW support team using the “Support Report” feature included in the Auto Sentence popup form. Final screen Auto-Sentence popup shows a user the content source and destinations. User can edit or navigate back to source screen.

Improved Translation Support Below is an example of how the auto sentences have been simplified to eliminate translation issues. The Recommendation and Result fields are now handled as two separate fields. They are no longer combined as one auto sentence. Final screen Auto-Sentence popup shows a user the content source and destinations. User can edit or navigate back to source screen.

Key Ideas (Highlights and Discussion) Persuasively Organized Information Key Ideas (Highlights and Discussion) Information directly supporting key ideas (Discussion) Implementation instructions (Discussion) Background that does not directly support key ideas (Appendix) Online Document Database

Investigation Summary Instructions To maintain the top-down persuasive structure of MSPW documents, detail information and evidence should be included in the main document only when it supports one of the key ideas. Detailed information that does not directly support a key idea should be included as an appendix. This provides the detailed information for reference but does not dilute the core value message. Online Document Database

Context for recommendation and result Investigation Summary For EBR, EBP and MSP templates, the detailed information from your investigation summary should be added in the following locations: Screen Location Entry Instructions Final Document Purpose Worksheet, Case section, Customer Need field Brief summary of customer need (problem or opportunity) that recommendation will solve Highlights, First paragraph Context for recommendation and result Validating Evidence, Solution, Customer Need, and Cause(s) Enter investigation findings below the Customer Benefits the findings validate. Follow the evidence instructions to maintain the top down organizational structure. Discussion, Customer Benefit and Evidence Subsections Validating proof supporting a recommendation and its result Appendix, Investigation Summary (Optional) Provide 1 to 5 pages of detailed investigation background including how investigation was performed. Appendices Overall investigation background Online Document Database

Streamline TCO Process The TCO section includes a Summary screen that shows a preview of the Final TCO Summary. This screen includes options Combined TCO Sections and Years of Savings. TCO Summary screen. Shows preview of Export TCO Summary page.

Streamline TCO Process The TCO module includes an optional TCO library. When a user selects a pre-defined TCO from the library, the set of inputs and calculations are added to the current document. TCO Start screen. Shows only when a new TCO is created.

This makes the TCO process more user friendly and efficient. Streamline TCO Process The new Calculations screen has merged the Build TCO and Preview TCO into one screen. This makes the TCO process more user friendly and efficient. TCO Calculation(s) screen.

Streamline TCO Process The Add Calculation form has been improved to show all pre-defined calculations in one list with multiple filter options. TCO Calculation(s) screen with simplified Add Calculation form.

Dynamic Update Template Descriptions Embedded Notices Embedded Survey Support Report Database Search

Users have an option to postpone the install if needed. Dynamic Update The new version is installed one time. Future updates are dynamically installed. Users have an option to postpone the install if needed. Updates responding to field feedback are easily implemented and users will always have the latest version. MSPW Dynamic Update

Template Icons are now located at the top of the My Files Screen. My Files with Template Icons Template Icons are now located at the top of the My Files Screen. Icons can be clicked to create a new document and to view template description. My Files with Template Description popup.

Users will receive notices in the built-in Notice menu. Management Messaging and System Generated Notices are delivered to all users. MSPW Notices

User surveys are pushed to all users in the built-in Survey menu. Users can complete the survey within a defined number of days. Completion results are collected in online database for reporting and analytics. MSPW Surveys

Reports are sent directly to MSPW support team. Support Report Users can submit an Issue Report or Help Request while working in a document. Reports are sent directly to MSPW support team. Reports are stored in online database for analytics. MSPW Support Team Issue Report

Online Document Database Search by Template, User, Language, Customer Information and Recommendation Online Document Database

to help you grow business Version 2.1.0.X Ongoing improvements to help you grow business Expectations and next steps Install Version 2.1.0.X within 14 days of launch Contact MSPW Support Team for assistance Provide feedback