Microsoft Office 365 Proposal Presentation
Proposal Presentation Process 1-2 Min Agenda & Objectives 5 Min Review Business & Project Drivers 5 - 10 Min Operational Challenges Current State Impacts 10 Min Solution Recommendation ROI/Benefits Pricing 10 Min Close Objection Handling
Agenda Business/Project Drivers Operational Challenges Current State Impacts Solution Recommendation Anticipated Benefits Project Implementation Investment Options Next Steps
Primary Project Drivers Support Growth Increasing dependence upon external consultants Geographically distributed workforce Reduce Costs increasingly complex and expensive IT costs Limited working capital Reduce Risk Current ISP does not provide adequate archiving Complex estimating process resulting in scoping errors Increase in AV/malware incidents
Current Operational Challenges Shared company files are hard to locate and manage Not all consultant smart phones and tablets can access company data Onboarding new consultants takes 5-7 days SOW collaboration is challenging with distributed workforce
Current State Impacts Consultant onboarding process Estimating process 5- 7 days to onboard contract consultants $6000 lost time/billing/consultant Customer sat impact Estimating process Senior consultants not available to provide input to complex SOWs Increasing project write-offs IT support process Increasingly distributed workforce IT staff retention challenges IT 15% over budget Consultants on client site without functional PCs
Solution Recommendation Microsoft Office 365 Small Business Premium Microsoft Windows Intune Business class e-mail File sharing Desktop Office Mobile Office Web conferencing Video conferencing Screen sharing Instant messaging Internal intranet sites Software distribution PC endpoint protection Software licensing inventory reports Alerts & monitoring 99.9% uptime SLA
Anticipated Benefits Flexibility to scale up/down as required No capital investment required Accelerated consultant onboarding Increased utilization Improved employee collaboration Improved SOW/estimate accuracy Reduction in project write-offs Reduced business risk Business grade archiving/retrieval 99.9% uptime SLA Industry leading PC security/management
Migration & Implementation Approach Insert project plan
Investment Options Insert pricing
Next Steps Start Date Prospect resource requirements Go-Live Date (have to have a compelling reason to act NOW!) Ask for the Order!