TEAM telecom expense and asset management Prepared for Client Reconciliation Reports Sample Data June 1, 2009 A ComSoft Company T e l e c o m m u n i c a t i o n s . E v o l v e d .™ TEAM telecom expense and asset management Confidentiality Notice The information herein is confidential and proprietary to Aquis Communications, VA. It is available for use by the requesting party for evaluation only. It may not be shown to a third party without the express written consent of Aquis Communications. Contact Information Richard Gdovic President TEAM Operations Telephone: 757.890.2801 Facsimile: 757.890.2691 Mobile: 757.810.5513 [email protected] Brian Bobeck President/CEO Aquis Communications Telephone: 570.868.8039 Facsimile: 570.868.8039 Mobile: 973.714.6299 [email protected] Trina Saxon Executive Vice President Customer Care Telephone: 757.890.2801 Facsimile: 757.890.2691 Mobile: 757.810.2690 [email protected] Corporate Information Aquis Communications 100 N. Constitution Drive Yorktown, VA 23692 Telephone: 1.800.525.1134 Facsimile: 757.890.2691 www.aquiscommunications.com A ComSoft Company T e l e c o m m u n i c a t i o n s . E v o l v e d .™ TEAM telecom expense and asset management Executive Summary Aquis’ TEAM suite of services offers an innovative solution for the acquisition, deployment and management of your telecommunication assets. This proposal represents a sampling of the actual reporting ability of the TEAM suite. Your company’s custom TEAM analysis will identify billing errors, ensure contract compliance, analyze calling patterns and reduce your company’s telecom expenditures. We are looking forward to working with your organization to offer you the insight and information you need to optimize all of your telecommunications systems. Your TEAM analysis will immediately provide the following: Inventory provisioning and standardization Single-view, multi carrier invoice presentation and audit controls Cost savings through invoice reconciliation and analysis. Additional savings through usage and charge-back analysis We invite you to review the sample reports provided. Begin the process today with a confidential consultation. Join with our distinguished clients enjoying cumulative savings in excess of 15 million dollars. A ComSoft Company T e l e c o m m u n i c a t i o n s . E v o l v e d .™ TEAM telecom expense and asset management SAMPLE INDEX 1 Reconciliation Summary, Aquis Invoice 2 2a 2b 2c 2d 2e 2f 2g Service Usage & Cost Summary Number of Users Graph Average Minutes Per User Graph Average Pooled Minutes Per User Graph Average Cost Per User Graph Service Provider Invoice Graph Credits Requested Graph Cumulative Savings Graph 3 Contract Compliance 4 Account Activity Summary 5 Usage Alerts 6 Equipment Alerts 7 Actions Taken on Your Behalf 8 Suggested Actions 9 Contract Compliance Detail 10 Account Activity Detail 11 11b 11c 11d 11e 11f 12 13 Usage Alert Detail Excessive Minutes Detail Long Distance Detail Fees by Cost Center Voice & Data Charges by Cost Center Lost Devices Detail Equipment Alert Detail Carrier Invoice Reconciliation A ComSoft Company T e l e c o m m u n i c a t i o n s . E v o l v e d .™ TEAM telecom expense and asset management RECONCILIATION SUMMARY We have prepared the attached reconciliation of your telecommunications bills at your request. The following is a summary of our findings. Provider: Sample Telecommunications Provider Billing Period: 12/13/2007 – 01/12/2008 Service Summary Multiple plans have been activated on this account therefore no standard has been established. Device summary Phones 513 PDAs 450 Air Cards 199 Total 1162 Average Cost Per User – Chapter 2 $55.72 Pre-Tax Credits Researched – Chapter 3 577 with associated charges of $20,985.22 Account Transactions Processed – Chapter 4 180 Usage Alerts Researched – Chapter 5 294 with associated charges of $17,315.71 resulting in a saving of $416.77 per billing period with a credit of $2,722.50 and $326.59 in credits pending carrier review Equipment Alerts Researched – Chapter 6 350 with associated charges of $200,581.40 resulting in one-time credits of $70,883.34 Actions Taken On Your Behalf – Chapter 7 8 resulting in 1-time savings of $760.00 and a savings of $199.95 per billing period Suggested Actions – Chapter 8 6 with savings to be determined in later periods A ComSoft Company T e l e c o m m u n i c a t i o n s . E v o l v e d .™ TEAM telecom expense and asset management Cumulative Savings $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $Billing Period - 2005/2006 Jun-07 Jul-07 Aug-07 Sep-07 Oct-07 Nov-07 Dec-07 Jan-08 Feb-08 Mar-08 Apr-08 May-08 Jun-08 Jul-08 Aug-08 Sep-08 Oct-08 Nov-08 Dec-08 Jan-09 A ComSoft Company T e l e c o m m u n i c a t i o n s . E v o l v e d .™ TEAM telecom expense and asset management Actions Taken On Your Behalf Based on our findings, we have taken the following actions on your behalf in addition to those listed in the Alerts sections in order to correct discrepancies with the carriers and with device users in order to obtain the proper credits, and reduce your monthly costs 1. Aquis generates a report on the 1st of every month that lists Suspends for the previous month. If a phone was not returned when suspended that account would be reduced from the current plan to the lowest plan available. This will result in a savings of approximately $40.00 each billing cycle for the suspended numbers that are not available for reuse due to the phone not being returned. 5 numbers have been reduced this billing period to the $40.00 Free-And-Clear suspend plan. Approximate savings: $199.95 per billing period 2. Credits that are requested on the behalf of your account are monitored on a monthly basis. If the requested credit is not applied in a timely manner, Aquis pursues the credit with your carrier and ensures that the appropriate credit is applied. 3. Aquis has been tracking and reissuing used phones on your behalf since we started managing your account. Prior to this there was no organized process in place to recover and reissue phones resulting in a new phone being purchased for each new user. The savings realized by reissuing phones is the difference between the cost of the new phone and the $150 rebate given with each new purchase or approximately $40 per reissued phone. Current Period Re-Issues – 19 Current Period Savings - $760 Total Re-Issues since contract inception - 634 Approximate savings since contract inception: $25,360 4. Aquis has implemented the process of suspending long distance service to users that exceed their monthly-allotted minutes of long distance usage. 5. On 01/18/2009 phone number x was ported off of your account by one of the carrier affiliates and given to another customer who purchased a pre-paid phone. All of the calls for the employee associated with this number were going to this pre-paid phone that resulted in a number of lost calls and possible lost accounts for your company. Aquis researched the problem and remained on the line with your carrier representative for over 90 minutes until we were assured the number had been ported back to the correct phone. Your carrier indicated that the error occurred due to incorrect data entry on their part. A ComSoft Company T e l e c o m m u n i c a t i o n s . E v o l v e d .™ TEAM telecom expense and asset management Recommended Actions Based on our findings, we suggest the following changes to your account and/or company policies to help reduce costs and/or improve services. 1. Have all users sign the Use Agreement provided by Aquis that establishes permissible use of their PCS device and makes them financially accountable for misuse. 2. Stricter enforcement of Use Agreement followed up by collection efforts for devices lost, stolen or taken by employees upon termination is necessary to reduce losses. 3. Determine guidelines for wireless web messaging and roaming. 4. Enforcement of Long Distance Use guidelines appears to be working successfully. The following employees are the users that exceeded $20 of long distance usage in the current period. Repeat users are highlighted. Please refer to section 11c for the complete list. 353001 353002 353003 353004 353005 353006 353007 353008 353009 353010 EMPLOYEE 1 EMPLOYEE 2 EMPLOYEE 3 EMPLOYEE 4 EMPLOYEE 5 EMPLOYEE 6 EMPLOYEE 7 EMPLOYEE 8 EMPLOYEE 9 EMPLOYEE 10 212-201-1234 212-201-1235 212-201-1236 212-201-1237 212-201-1238 212-201-1239 212-201-1240 212-201-1241 212-201-1242 212-201-1243 E.S.N. 1001 E.S.N. 1002 E.S.N. 1003 E.S.N. 1004 E.S.N. 1005 E.S.N. 1006 E.S.N. 1007 E.S.N. 1008 E.S.N. 1009 E.S.N. 1010 LD Charges LD Charges LD Charges LD Charges LD Charges LD Charges LD Charges LD Charges LD Charges LD Charges 5. Standardize Phone, PDA and Air Card options for all employees. A ComSoft Company T e l e c o m m u n i c a t i o n s . E v o l v e d .™ $23.76 $26.73 $28.71 $29.70 $30.69 $36.63 $53.46 $57.72 $64.35 $76.23 TEAM telecom expense and asset management Excessive Minute Alert Sample Report & QuickQuick-View Chart Aquis’ Quick-View charts enable you to visualize your data. Quickly identify trends, issues and abuse. Sample Client Excessive Minutes Alerts For Period: 12/13/2007 To 12/12/2008 Account User Name 351001 351002 351003 351004 351005 351006 351007 351008 351009 351010 Device Number EMPLOYEE 1 EMPLOYEE 2 EMPLOYEE 3 EMPLOYEE 4 EMPLOYEE 5 EMPLOYEE 6 EMPLOYEE 7 EMPLOYEE 8 EMPLOYEE 9 EMPLOYEE 10 Total 212-201-1234 212-201-1235 212-201-1236 212-201-1237 212-201-1238 212-201-1239 212-201-1240 212-201-1241 212-201-1242 212-201-1243 Issue Count Amount Exceeded Min Exceeded Min Exceeded Min Exceeded Min Exceeded Min Exceeded Min Exceeded Min Exceeded Min Exceeded Min Exceeded Min 5,485 4,144 5,409 5,996 5,211 4,582 5,395 4,585 5,162 4,016 $575.93 $435.12 $567.95 $629.58 $547.16 $481.11 $566.48 $481.43 $542.01 $421.68 $5,248.43 SOME DETAIL ELIMINATED FOR ILLUSTRATION PURPOSES M on th l y C o s t o f E x ce s s i ve M i nu te s $1 2, 0 00 . 00 $1 0, 0 00 . 00 $ 8, 0 00 . 00 $ 6, 0 00 . 00 $ 4, 0 00 . 00 $ 2, 0 00 . 00 $ 0 .0 0 APR 08 M A Y 08 J U N 08 JUL 0 8 A U G 08 S E P 08 OC T 08 NO V 08 D EC 08 J A N 09 A ComSoft Company T e l e c o m m u n i c a t i o n s . E v o l v e d .™ TEAM telecom expense and asset management Voice & Data Charges Sample Report & QuickQuick-View Chart Sample Client Voice & Data Charges by Cost Center For Period: 12/13/2007 To 12/12/2008 Cost Center 1234223-AC 1234223-PDA 1234205-AC 1234206-AC 1234206-PHN 1234207-AC 1234207-PDA 1234209-AC 1234423- PHN 1234423-AC Total Device Cnt 5 4 2 8 2 1 2 1 1 2 28 Voice/Other Charges $0.00 $0.00 $0.00 $0.00 $84.26 $0.00 $44.99 $0.00 $45.09 $0.00 $174.34 Data Charges $306.45 $2,025.69 $122.58 $490.32 $0.00 $62.09 $1,235.02 $62.09 $0.00 $122.58 $4,426.82 Total $306.45 $2,025.69 $122.58 $490.32 $84.26 $62.09 $1,280.01 $62.09 $45.09 $122.58 $4,601.16 V o ic e & D a ta C h a r g e s b y C o s t C e n te r $ 2 ,5 0 0 .0 0 $ 2 ,0 0 0 .0 0 $ 1 ,5 0 0 .0 0 $ 1 ,0 0 0 .0 0 $ 5 0 0 .0 0 $ 0 .0 0 1 2 3 4 2 2 3 -A C 1234223PDA 1 2 3 4 2 0 5 -A C 1 2 3 4 2 0 6 -A C 1234206PHN 1 2 3 4 2 0 7 -A C V O IC E /O T H E R 1234207PDA 1 2 3 4 2 0 9 -A C 1234423PHN 1 2 3 4 4 2 3 -A C DATA A ComSoft Company T e l e c o m m u n i c a t i o n s . E v o l v e d .™ TEAM telecom expense and asset management Lost Device Alert Sample Report Sample Cllient Lost Device Alerts For Period: 12/13/2007 To 12/12/2008 Account User Name 351001 351002 351003 351004 351005 351006 351007 351008 351009 351010 EMPLOYEE 1 EMPLOYEE 2 EMPLOYEE 3 EMPLOYEE 4 EMPLOYEE 5 EMPLOYEE 6 EMPLOYEE 7 EMPLOYEE 8 EMPLOYEE 9 EMPLOYEE 10 Total Device Number Issue 212-201-1234 212-201-1235 212-201-1236 212-201-1237 212-201-1238 212-201-1239 212-201-1240 212-201-1241 212-201-1242 212-201-1243 Lost Lost Lost Lost Lost Lost Lost Lost Lost Lost Date Cost 12/26/07 12/29/07 01/08/08 01/11/08 01/16/08 12/26/07 12/29/08 01/08/08 01/11/08 01/16/08 $189.99 $189.99 $189.99 $189.99 $189.99 $189.99 $189.99 $189.99 $189.99 $189.99 $949.95 SOME DETAIL ELIMINATED FOR ILLUSTRATION PURPOSES A ComSoft Company T e l e c o m m u n i c a t i o n s . E v o l v e d .™
© Copyright 2024