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Client Presentation

Client Presentation. Prepared for <Name of Prospect> <Current Date>. Agenda. Introduction of participants / expectations Short introduction of Partner / Westbrook Existing situation Proof of concept Live presentation of Fortis / FortisBlue Discussion of the solution Benefits

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Client Presentation

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  1. Client Presentation Prepared for <Name of Prospect> <Current Date>

  2. Agenda • Introduction of participants / expectations • Short introduction of Partner / Westbrook • Existing situation • Proof of concept • Live presentation of Fortis/FortisBlue • Discussion of the solution • Benefits • Investment estimate • Next steps

  3. Introduction of participants <Prospect name> • <Participant name1>, <title>, <department> • Your expectation for today? • <Participant name2>, <title>, <department> • Your expectation for today? • <Participant name3>, <title>, <department> • Your expectation for today? • <Participant name4>, <title>, <department> • Your expectation for today? • <Participant name5>, <title>, <department> • Your expectation for today?

  4. Profile Short profile of <prospect> • <Prospect> is a <industry> company and employs <number of employees> • <Name of prospect> is located in <city> and has <number of locations> • <Name of prospect> mission is to <mission of prospect>

  5. Short introduction of <Partner>

  6. Pioneer and Technology Leader Westbrook Technologies, Inc. builds highly flexible and intuitive Content Management software that is sought after by people, businesses and organizations worldwide. • Founded in 1991 • Over 24,000 users worldwide • Robust Fortis and FortisBlue product lines • Products sold through Value Added Reseller Partner Channel

  7. Westbrook Technologies A subsidiary of DocuWare Highlights: • Over 1,400 active and supported accounts • Retention rate of 88% over past five years • FortisBlue supports any language • Target Market – North America

  8. Knowledgeable Network of Local Partners Westbrook’s strategic partnerships enable customers to get more value from their technology investments. • Aided by over 30 Value Added Resellers employing more than 150 certified Fortis and FortisBlue experts • Many technology partnerships and certifications

  9. Existing situation <Document1> • <Business process1> Current challenges of existing process • <Problem 1> • <Problem 2> • … Implications of challenges • <Implication 1> • <Implication 2> • …

  10. Existing situation <Document2> • <Business process1> Current challenges of existing process • <Problem 1> • <Problem 2> • … Implications of challenges • <Implication 1> • <Implication 2> • …

  11. Existing situation <Document3> • <Business process1> Current challenges of existing process • <Problem 1> • <Problem 2> • … Implications of challenges • <Implication 1> • <Implication 2> • …

  12. Proof of concept Proposed <business workflow> • <Step1> • <Step2> • <Step3>

  13. Live software presentation

  14. Discussion of solution Have the existing problems been addressed? • <Problem1> • <Problem2> • <Problem3> • <Problem4>

  15. Your benefits For Company As a User Process Benefit Valuation • Quality Benefits • <1> • <2> • Quantifiable Benefits: • <1> • <2> • Quality Benefits • <1> • <2> • Quantifiable Benefits: • <1> • <2> The benefits of Fortis or FortisBluesum up to $ xxxxx/Month • Quality Benefits • <1> • <2> • Quantifiable Benefits: • <1> • <2>

  16. Investment estimate • <$xx,xxx> • <$xx,xxx> • <$xx,xxx> • <$xx,xxx> • <$xx,xxx> • <$xx,xxx> • <$xx,xxx> • <$xx,xxx> • <$xx,xxx> • Software components • Fortis/FortisBlue • Hardware components • Scanner • Storage • Professional services • Planning • Implementation • Training • Ongoing support • Total estimate • This translates into a monthly leasing rate of about

  17. The next steps Configuration development • Creation of a blue print for your organization which outlines in detail • Capturing methods • Indexing automation • Database structures • Document Type structures • User rights, etc. Participants • <Name of prospect>: <Name> • <Name of Partner>: <Name>

  18. Timeline 12/11/2013 12/11/2013 12/11/2013 12/11/2013 • Per month you will save: • <Copy here the benefit valuation from slide „Your benefit“> Planning Realization Starting Point Configuration Development Implementation & Training Go LIVE!

  19. When do you want to start?

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