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Configuration and Quote Simplification New Configurator for Avaya Portfolio EZ Quote
Santiago Gondelman Systems Engineer – Avaya Brazil
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EZ Quote – How will Quoting Change?
Today EZ Quote Think IBM Styled Interface Requires VPN Access Modern web-based SSO – no VPN needed Complicated, on SE’s can use No catalog Technical/Product questions So easy even AM’s can use it Web-based e-catalog Customer needs questions – Product Advisor Optimized for direct factory orders Product based configurators Ugly Bill of Materials Proposals – manually created and massaged Optimized for multi tiered channels Solution Configurators Customer ready proposal that includes: Executive Summary Cover Letters Solution details Apply reseller pricing manually Enter material codes and pricing into Avaya quoting and processing tools subsequently For Release 0 and 1 these processes will remain the same as they are today.
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EZ Quote R1 - The Facts IP Office Impact Facts:
Only Available in EZ Quote not in ASD, not typically configured in ASD anyway IPO is 99.9% fulfilled by a Disti therefore, SAP orders are rare at best IPO Licenses are obtained through ADI tool so again no SAP order required IPO does not have SSU so again no SAP order required IPO 6 nuances can be integrated into Disti tools if Partner/Disti do not want to duplicate work Summary: Users who use EZ Quote for IPO 6 will not create additional work nor confusion to Care at all, and the Disti will just take the EZQ Output and fulfill from stock. They will have to take the additional step of entering the materials in their tools for Partner billing. General Changes: Roles will not be introduced until March, therefore role specific training will not be communicated during the R1 Feb training sessions Pricing will be region specific as they were for R0 Distributors will be defined in some cases (country specific) SAP Integration will occur on April 19th along with the APM project and requirements so there is no outage related to APM requirements and MBT order processing IPO no SSU and licenses through ADI Tool Flags in ASD prevent Maint and SSU ordered through pc parts today
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Navigation and Profile
All Users
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EZ Quote – Home Page
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EZ Quote – Account Profile
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EZ Quote – Account Profile
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Searching for Partner Quotes
Distributors and Avaya Associates
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EZ Quote – Searching for Partner Quotes
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EZ Quote – Searching for Partner Quotes
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Catalog All Users
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EZ Quote – Catalog
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EZ Quote – Catalog
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Comparing Products All Users
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EZ Quote – Comparing Products
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EZ Quote – Comparing Products
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Product Advisor All Users
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EZ Quote – Product Advisor
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EZ Quote – Product Advisor
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Creating a New Opportunity
All Users
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EZ Quote – New Opportunity
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EZ Quote – New Opportunity
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Creating a New Proposal Against an Opportunity
All Users
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EZ Quote – New Opportunity
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The Configurator All Users
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EZ Quote – Configurator
Access the configurator by selecting the Configurator option on the top level navugation bar, or by selecting an IPO configurator from the Product Advisor recommendations that include IPO solutions.
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EZ Quote – Configurator
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EZ Quote – Configurator
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EZ Quote – Configurator
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EZ Quote – IPO Telephone Defaults
IP Office Telephone Defaults: If 'IP Telephones' selected, all except Receptionist and Teleworkers default to 9620L; Teleworkers default to 5610, Receptionist defaults to the 1616. If 'Digital Telephones' selected, all except Receptionist and Teleworkers default to 5410; Teleworkers default to 5610, Receptionist defaults to the 1416. If the IPO-Partner Version selected and 'Digital Telephones' selected, the Basic and Mobile Worker (only ones available) default to 1416. If 'User manually selects telephones for User Productivity Suite' is selected, no phones will be defaulted and users can manually select.
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EZ Quote – Configurator
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EZ Quote – Configurator
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EZ Quote – Configurator
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EZ Quote – Configurator
The Bill of Materials will continue to build and add material codes, quantities and Pricing as you make selections/additions within the configurator.
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Adding Piece Parts All Users
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EZ Quote – Adding Piece Parts
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EZ Quote – Adding Piece Parts
Go to the Quick Add section. Enter a part material code. Enter Quantity. Click 1
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EZ Quote – Adding Piece Parts
Validate product and click Add.
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EZ Quote – Adding Piece Parts
Review the added products which will appear at the bottom of the Opportunity screen under the Configuration Subtotal.
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Exporting All Users
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EZ Quote – Exporting
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EZ Quote – Exporting Click Quote Detail when ready to export
Select Open to launch the Excel output.
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Generating a Proposal All Users
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EZ Quote – Generating a Proposal
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EZ Quote – Generating a Proposal
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Scenario 1 Site 1 13 Digital Stations 1408 1 Analog Station
5 IP stations 1608 (Local Power supply) 10 SIP trunks 4 Analog Trunks Voic (1 channel for Recording) Site 2 5 IP Stations 1608 PoE 4 Analog trunks 4 VCN with Site1
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Scenario 1 13 Digital Stations 1408 1 Analog Stations
5 IP stations 1608 10 SIP trunks 4 Analog Trunks IPO500 V2 1 Combo Cards 1 Digital 8 Licenses for Trunks,VMPro,Phones,VCN
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Scenario 1 Site 2 5 IP Stations 1608 PoE 4 Analog trunks
4 VCN with Site1 IPO500V2 1 Combo Card Licenses for Phones,VCN
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Scenario 2 Site 1 20 SIP Stations 30 E1 (E1R2 signaling)
4 Analog Trunks
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Scenario 3 10 Agents 1 Supervisor Recording and Search Tool
Database Integration 30 E1R2 trunks
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