By Tri Vium Systems Maximizes the return on

By Tri. Vium Systems Maximizes the return on your telecom equipment investment 1 1

Contents Section 1. 2. 3. 4. 5. 6. 7. Introduction End User Benefits Target Markets & Customers Why Sell Call. Analyst? Product & Maintenance Reports Call to Action 2

Section 1 Introduction

What is Call. Analyst? Call Accounting Lite / Full (Standalone) Call Management Network Access Business Productivity Tools Enterprise Network Server Ø Ø Ø Award winning software Easy-to-use, graphically oriented software package Transforms phone systems into a Business Intelligence platform Scalable solution – Handles multi-site & remote implementations Quick sale, Easy to install, Quick ROI 4

Call. Analyst - Scalable Product Line Verticals Assisted Living Real Estate Education Healthcare Retail Non-profits Insurance Manufacturing Collections Govt. Automotive Legal Finance Products Enterprise Server Call. Analyst Classic Editions Full Network Version Lite 25 100 250 Ports (Extensions) 5

Call. Analyst Solution Matrix Application Profile Software Package Single Site Multiple Sites All of the following: Ø Limited to nine (9) summary reports Ø No Automation Ø No Contact Billing Ø No Desktop Report Access Ø Less than 40 K Calls / month Avg. (up to 120 K call records in database at any time) Any of the following: Ø All reports Ø Automation Ø Contact Billing Ø Option for Network Clients with Desktop Report Access And Less than 40 K Calls / month Avg. (up to 120 K call records in database at any time) And More than 40 K calls/ month (total Call Records in database may exceed 120 K) Microsoft Database Engine (MSDE 2000) OR MS SQL Server 2000 Any of the following: Multi location with remote sites and data consolidation Heterogeneous phone system models Networked phone systems Centralized reporting Traffic Analysis (optional) And Ø More than 40 K calls/ month (total Call Records in database may exceed 120 K) Ø MS SQL Server 2000 Call. Analyst Lite Ø Ø Call. Analyst Full / Network Call. Analyst Enterprise Server 6

Call. Analyst Lite Ø Nine (9) Summary reports Call. Analyst Full and Network Ø Ø Ø All reports Report Automation (send reports by e-mail) Call Costing Graphical reports Access to Call. Analyst reports via the Network Contact management & Time billing 7

Call. Analyst Full & Network Version q q q Run Call. Analyst from the convenience of your own workstation More than one user for the program enabled using one or more Network Clients (NC) Recommended where call volumes are higher. Load sharing between server & client PC’s Flexible call costing – Zone & Prefix based billing with incremental costing options Company Directory – Multi. Level PBX / KTS Call. Analyst Full (Network License) with Network Clients *1 *1 - Serial connection (RS 232) or TCP/IP LAN connection (future) 8

Call Reporting Ø Call. Analyst Lite Ø Ø Limited reports. Only 9 reports Ø Ø Ø All reports under these categories are available Date and Time • Summary Calling by Day • Summary Calling by Hour-of-day by Day -of-week Ø Account Codes • Summary Calling by Account Code • Summary Calling by Tenant/ Authorization Codes by Calls Ø Ø Frequency and Duration • Most Frequently Called Numbers Geographic Standard Reports Ø Ø Ø Ø Line and Extension • Summary Calling by Extensions • Summary Calling by Lines • Summary of Call Distribution by Extensions Ø Call. Analyst Full and Call. Analyst Enterprise Ø Date and Time Line and Extension Route and Tenant Account Codes Frequency and Duration Trunk Type and Carrier Geographic Other Advanced Reports Ø ANI & DNIS Ø Contact • Summary Calling by Area Codes 9

Call. Analyst Enterprise Server Ø Multi-Site remote monitoring Capability Ø Ø Handles heterogeneous switches Ø Connects to variety of switches Ø Real-time connectivity with remote sites Ø Multi-Tasking & Process Oriented Ø Broadcast Alerts! Ø Advanced Contact Management Ø Ø Centralized Data Storage Ø Multi-Level Site Directory Ø Scalable Solution with Standards Based Implementation Ø Relational Database Ø (SQL server or MSDE) Ø ODBC compliant Robust Architecture & Great Performance Centralized backend for all modules Ø Single point of maintenance Ø Flexible costing module Ø Unlimited zoning & Rate Plans Ø Crystal 9. 0 reporting engine 10

Call. Analyst Enterprise Server 11

Multi-Site Functionality q q q q Multiple sites Consolidated reporting Centralized Data Management Automation – Archival & Restoration of data Data recovery - Secure storage on network location, ftp server Email archived data to central location Support for multiple rate plans 12

System Requirements Call. Analyst Lite & Full Ø PC with Pentium III Processor Ø 512 MB RAM Ø 2 GB of free hard drive space Ø Ø Recommended SVGA 1024 X 768 Windows 98/Me, NT-SP 6 or later, 2000, XP Professional CD-ROM drive (if using CD for installation) Available serial port and RS-232 cable Ø if data source is a serial connection to PBX Ø Printer Ø to print reports Ø Internet Explorer 5. 0 or later 13

System Requirements Call. Analyst Enterprise Server* Ø Pentium 4 class CPU Ø Ø Ø 512 MB RAM Microsoft Windows (NT-SP 6, 2000, XP, 2003 server) Database (one of the following) Ø Microsoft SQL Server 2000 Ø Microsoft Desktop Engine for SQL 2000 (MSDE is provided on the UCE application CD) Memory – 512 MB Minimum Free Hard Disk Space – 2 GB (for database) Communication Ø Ø Ø Ø Display - SVGA 1024 X 768 CD-ROM drive (if using CD for installation) Network Interface Card (NIC) Printer Browser Ø Ø TCP/IP LAN connection with RJ 45 cable Serial port and RS-232 cable (if data source is a serial connection to PBX) Lantronix – serial adapter for LAN (remote site data connection over TCP/IP) Internet Explorer 5. 5 or later Email Client - Outlook 2000; Outlook Express * Recommendations may change based on the configuration and software requirements 14

Collecting SMDR Data Ø Aspire, , Ø Direct Serial to PC Com Port (RS-232) Ø TCP/IP to LAN Ø I-series Ø Direct Serial to PC Com Port (RS-232) Ø Serial to 3 rd party serial to IP converter OR Ø Serial to PC with MSR Client Ø DS-series Ø Direct Serial to PC Com Port (RS-232) Ø Serial to 3 rd party serial to IP converter OR Ø Serial to PC with MSR Client 15

Multi Site Installation of Enterprise Server Site 2 Site 1 Site 3 Serial Site 4 Serial TCP/IP (SPE Card) PC with Thin Client Lantronix LAN / WAN Call. Analyst Enterprise Server with MSDE or SQL 2000 Call. Analyst Clients 16

Section 2 End User Benefits

Ken Barron, Vice President Barron Communications "We've sold more Tri. Vium Call. Analyst systems than any other call accounting system and we've done no true advertising. For the customer who has had problems gathering information in the past, this is a natural. It's so easy to use and simple to install. Our customers are delighted with Call. Analyst and the features it offers. One customer with 50 employees is thrilled employees can receive reports via e-mail. In fact, five different businesses share the resource, which is cost-effective for them. " 18

End User Benefits Ø Flexible Call Reporting – extensive filters Ø Tracks and analyses calls (IN/OUT; Network) Ø Increases sales performance and productivity Ø Enables better Planning & Budgeting Ø Cost recovery; Telecom expense distribution Ø Ensures timely 3 rd party billing Ø Improves resource planning Ø Traffic analysis Ø Trend studies; Call patterns for staffing Ø Measures success of marketing campaigns Ø Enhances Security 19

Flexible Call Reporting Ø Define reporting parameters Øhourly, daily, weekly Ø Set reports to run automatically Ø email to the appropriate manager or rep Ø Easily separate inbound and outbound statistics Ø Set up customized rate plans Ø Run reports on individual extensions or groups 20

Tracks Calls Ø Track in-bound and outbound call patterns Ø Adjust resources according to call patterns Ø Monitor Call Traffic Ø Ø Ø By Date & Time By Agent By Workgroup By Type By Carrier Ø Identify abandoned calls 21

Improves Agent Productivity Ø Generate Daily Call reports for Agents Ø Correlate phone activity with Performance & Goals Ø Balance Sales Resources Ø Optimize Loading for improved efficiency Ø Email reports to Agents and Managers 22

Enables Better Planning & Budgeting Ø Ensure complete and timely billing for shared resources Ø Improve cash flow through timely invoices Ø Quickly calculate usage by client, tenant or partner Ø Flexible on-demand billing Ø Do not wait for the end of the month phone company bills to determine usage Ø Consolidate reporting information Ø Schedule billing 23

Improves Resource Planning Ø Reduce guesswork about sales activities Ø Base resource requirement decisions on real data Ø Manage Trunk usage and Balance Loads Ø Renegotiate terms and lines with the phone company based on actual usage patterns Ø Measure activity on toll free numbers 24

Evaluate Marketing Campaigns Ø Evaluate effectiveness of campaigns Ø By region Ø By group Ø Compare campaign effectiveness 25

Enhances Security Ø Ø Ø Detect abusive phone activity Avoid potential liability by tracking questionable inbound and outbound calls Speed up emergency response through “local alerts” 26

Section 3 Target Markets & Customers

Fast Growing Market Ø Call Accounting is one of the basic needs Ø Feedback tool that enables better management Ø Ø ROI calculation for Vo. IP installations Networked Systems Ø Looking for improving return on investment on their systems Ø Managing remote phone systems Ø Cost distribution to branch offices for services Ø Traffic analysis and trend studies Ø Great low cost alternative to ACD type reporting needs 28

Growing Segments - Verticals Call Management is an important Performance Management and cost recovery tool Large untapped base of phone system installations Ø Ø Ø Executive Suites Shared Tenanting; Assisted living Government Education Healthcare Auto Dealers Retail Legal Accounting Ø Ø Services Ø Mortgage Ø Insurance Ø Real Estate Travel and Entertainment Ø Hotel, Motel, Ticketing Recruiting Tele-sales and Marketing Ø Call Centers 29

Decision Makers Ø Finance Managers Ø Planning & Budgeting for Infrastructure Ø Sales & Customer Service Managers Ø Agent Productivity Ø Marketing Managers Ø Campaign Effectiveness Ø IT Managers Ø Planning, Sizing & Support, Security Ø Training Managers Ø Training Effectiveness 30

Section 4 Why Sell Call. Analyst? Dealer Benefits

Luke Vossen CDS Telco "Not only do we like the Call. Analyst product but we won't sell any other call accounting software but Call. Analyst! Their competitors don't perform and meet our stringent customer needs. Our customers are very pleased with the results. It's easy to load and operate. The easy to use menu, simple layout, and setup features are the most talked about features from our internal staff and our customers. 32

Why Sell Call. Analyst? Breadth of solutions Ø Increased sales with minimal effort Ø Established product Ø Need for solutions Ø Quick return on investment Ø Ø For both customers & dealers Ø Makes you more competitive Ø Attractive dealer program Ø NEC Dealer incentives Ø Good Sales and Support tools 33

Increased sales with minimal effort Ø Adds value to your phone system sales Ø High margin add on product Ø Revenue from Ø Selling Call. Analyst software Ø Maintenance/Support services Ø Ø Minimal incremental sales efforts result in increased sales Attractive margins add to bottom line 34

Product Overview Ø Proven customer base Ø Simple to demonstrate, sell and promote Ø Product is easy to install and support Ø Installation: as easy as 1 -2 -3 Ø Connect Phone system to PC (serial port or TCP/IP) and enable the SMDR port Ø Install & Configure Call. Analyst – easy and quick process Ø Run the program Ø Great low cost alternative to ACD type reporting needs Ø Match customer needs Ø Great solution at an affordable price Ø Additional Security - Fraud. Alert! 35

Customers looking for solutions… … in addition to phone systems Ø Customer expectations are changing ØEarlier applications Ø Used to be Voice mail, some cases ACD, IVR Ø Wants more value added software Ø Call Management, Call Tracking Ø Customer Relationship Management Ø Changes quality of sale and relationship with customer Ø Dealer seen as solution provider 36

Provides Quick Returns Ø Simple sale as an add-on to the Phone System Ø Immediate License Revenues Ø Call. Analyst Support Services generate additional revenues Ø Installation, Configuration, Training, Support Ø Larger Margins for Invested Time 37

Product Training & Sales Tools Ø Regular product webinars (Tri. Vium) Ø Free technical training for technicians Ø Free sales training for dealers Ø NEC Partner Portals Ø Pricing information Ø Sales tools Ø various media: Web, Electronic, Hard copy Ø Flash Product Demo: Ø Explains the benefits and usage scenario for customers Ø Collaterals: Ø Ø Product brochures; Testimonials; Case studies Verticals – Usage & Benefits Sample reports Demo & promotional versions of Ultra Call. Analyst Ø Can be downloaded from dealer portal Ø 21 -day free trial 38

Call. Analyst Sales Process Guide Ø Uncover the opportunity Ø Ø Ø Consolidated reporting Statistical reporting on station/agents, lines, account activity Traffic analysis Call costing Others Identify site details & requirements Ø Ø Number of sites Call volume per month Total number of extensions Connectivity between sites Ø Ø Ø LAN, WAN, Remote dial-up Match Solution Order product from NEC 39

Call. Analyst Enterprise Server - Solution Matching Questions to ask: Ø How many locations or switches need to be monitored? Ø How many extensions in total (all sites together), need to be monitored? Ø What connectivity exists at remote locations to the central site/hub and between locations? Ø Is there a need to cost the calls? Ø Zone based cost calculations or complex/multiple rate plans Ø Is there a need for consolidated reporting / costing? Ø Is there a need for individuals at each remote site to view and generate reports ? Ø How many users will concurrently need to generate ‘ondemand’ reports? 40

Section 5 Product & Maintenance

Product Licensing Ø Call. Analyst products are purchased directly from NEC Ø Product Components licensed and priced individually Ø Call. Analyst Ø Lite Ø Full (Stand-alone Version) Ø Full (Network Version with one (1) client access) Ø Additional Network Client license available Ø Ø Upgrade from Lite to Full license available Call. Analyst is licensed by Switch and User Ø A license for Call. Analyst is required for every switch you want to report on Ø A user license is required for each concurrent user of the Call. Analyst Client software components Ø Call. Analyst Enterprise Server Ø Server software installed on a PC at the main site Ø Licensing based on the number of phone systems Ø And total number of extensions to be tracked 42

Platform Availability Phone System Call. Analyst Options Ultra Business Sales Division Aspire; i-Series; DS-Series Business Lite Full Standalone Version Full Network Version Network Clients Upgrade form Lite to Full Enterprise Server 43

Section 6 Reports

Kurt Anderson, Network System Analyst One Core Financial Network "We had found some products that did bits and pieces of analysis, but nothing that pulled the data together like Call. Analyst does. It's one of those products that just sits there and does what it's supposed to do. Installation was a piece of cake. I popped in the disk and let it go. I believe we are getting plenty of horsepower for the price. " 45

Reports Ø Ø Over 100 reports Schedule Report Generation Email Reports to Users Automatically Generate Custom Reports 46

Common Reports • Date and Time Detailed calling by day Summary calling by hour of the day, by day of the week Line usage by minute of day by day of the week • Line and Extension Detailed calling by extensions Summary calling by lines Detailed calling cost by extension Detailed calling with Location & CLID/Line Name • Frequency Most frequently called numbers Longest called numbers Most expensive calls • Geographic Summary calling by area codes United States calling distribution (U. S. map) 47

Section 7 Conclusion

Call to Action Ø Ø Ø Sell Call. Analyst with every new phone system Offer Call. Analyst bundled with Networked Systems Go after your installed base 49

Thank You By Tri. Vium Systems Maximizes the return on your telecom investment

Section 8 -A Backup Slides on Reports

List of Standard Reports (1) Date and Time Line and Extension Detailed Calling by Day Summary calling by day ** Summary calling by day-of-week by day Summary calling by hour-of-day by day-ofweek ** Summary calling by half-hour by day-of-week Line usage by hour-of-day by day-of-week Line usage by minute-of-day by day-of-week Detailed calling by extensions Summary calling by extensions ** Detailed calling by lines Summary calling by lines ** Detailed calling cost by extensions Detailed calling with location and contact name Detailed calling with location and caller id/line name Summary of call distribution by extensions ** Summary calling by extensions by day-of-week Summary calling by extensions by hour-of-day Summary calling by hour-of-day by extensions ** Reports available with Call. Analyst Lite 52

List of Standard Reports (2) Route and Tenant Account Codes Detailed calling by routes by hour-of-day Summary calling by routes by day-of-week Summary calling by routes by hour-of-day Detailed calling by account codes Summary calling by account codes ** Summary calling by account code by calls Summary calling by account code by duration Detailed calling by tenant/authorization codes Summary calling by tenant/authorization code by calls ** Summary calling by tenant/authorization code by duration ** Reports available with Call. Analyst Lite 53

List of Standard Reports (3) Frequency and Duration Trunk Type and Carrier Most frequently called numbers ** Longest called numbers Most expensive calls Summary-short calls by lines Detailed hold-ring duration by day Detailed hold/ring duration by extension by day Summary-average hold/ring duration by extension by day Detailed calling by trunk types by hour-of-day Summary calling by trunk types Summary calling by carrier by day Summary calling by trunk type by day-of-week Summary calling by trunk type by hour-of-day ** Reports available with Call. Analyst Lite 54

List of Standard Reports (4) Geographic Other Detailed calling by are codes Summary calling by area codes ** United States calling distribution Detailed calling by country codes Summary calling by country codes Detailed calling by country codes by extensions Detailed calling by area code by day Detailed calling by country code by extension groups Contact list Unassigned (Extension) phone numbers Rate plan by zone Rate plan by country ** Reports available with Call. Analyst Lite 55

List of Advanced Reports (1) Auto Attendant & V-Mail Agents & Workgroups (not available) ANI & DNIS Detailed call view by DNIS Summary call view by DNIS by Day Summary call view by ANI by day Call Party Detailed calling by call-party extensions Summary calling by call-party extensions Detailed calling by remote call-party Contact Time billing by contact Time billing for all contacts Detailed calling by cost by contact by country code Summary calling by contacts Detailed calling by company Detailed calling cost by company by country code Summary calling by company 56

Additional Call. Analyst Enterprise Reports (1) Line and Extension Account Code Detailed calling cost by Extension by Zones Summary calling by Day by Extension Detailed calling cost by Lines by Zones Detailed calling cost with Contact Name and Location by Zone Detailed calling cost by Account Code by Zone Detailed calling cost by Tenant/ Authorization Code by Zone Route and Tenant Summary calling by Tenant Busy trunk summary by routes by day-of-week Summary calling by Agent/ call party tenant Trunk Type and Carrier Busy trunk summary by trunk type by day-of-week Other Standard Reports Detailed call List Wireless call by user Wireless calls by billing account 57

Additional Call. Analyst Enterprise Reports (2) Auto Attendant & Voice Mail Agents and Workgroups Summary calling by Auto Attendant by Day Summary of party voice spill-over by Workgroup Summary of Agent Workgroup call patterns Detailed Workgroup call view by Agent Service Pattern by Workgroup by hour-of-day Summary of Agent call view by Workgroup Summary of Agent activity by Day Summary of Queued Calls by hour-of-day by dayof-week Summary of scores by Agent by Workgroup Summary of Service Level by Workgroup by hourof-day ANI & DNIS Detailed call view by party workgroup by DNIS 58

Additional Call. Analyst Enterprise Reports (3) Call Party Client Detail calling by call party extension Summary calling by call party extension Detailed calling by remote call-party Time Billing by Client Detailed calling by Client Summary calling for Client Web Calls (not available) Zone Detailed calling by Zones Summary calling by Zones 59

Section 8 -B Backup Slides of Screen Shots

Sample Call. Analyst Screen Shots Easy Report Setup • Click on ‘Reports’ for the list of possible reports ( first screen on the left). • Click on ‘Criteria’ to set the criteria for the report you want to run. • Criteria includes dates, times, specific extensions, groups or lines. • You can also choose previously stored report templates. • Choose ‘Select’ to choose the extensions or groups you would like to report on. 61

Sample Call. Analyst Screen Shots Master List of Extensions, Lines and Account Codes These are assigned to Groups and Departments • The Master Extension List (on the right) is used to assign names to extensions. • You should enter all of extensions and names before assigning them to groups or departments. • After all names and extensions are created, give the list a group or department name. 62

Sample Call. Analyst Screen Shots Quick view of All Calls • Use the “All Calls” button to quickly access all inbound and outbound traffic data for all phones • Clicking the ‘Refresh’ button gives you up-to-the minute data • Order the data by any column 63

Sample Call. Analyst Screen Shots Graphical Reports • In addition to text-based reports, Call. Analyst provides graphical reports 64

Sample Call. Analyst Screen Shots Cost Analysis and Billing • Create both costing and billing reports. • Costing reports are used internally to find out how much one is spending on rated calls • Billing reports are used to generate an invoice or a bill for the customer • Set "per call" surcharges and "per report" surcharges. • Supports “prefixed” or “zone”-based billing. • For tenants sharing phone resources, separate call records per tenant. 65

Sample Call. Analyst Screen Shots Importing/Storing Call Data Records (CDR/SMDR) • Store your Call Data Records (CDR/SMDR) on your hard drive for historical or trending purposes. • Accurately forecast resource needs or identify significant trends that affect your business. 66

Sample Call. Analyst Screen Shots Automation of reports and Archiving data for backup • Automate the report generation process • Send the report to an email address, printer or a file • Archive and restore data 67

Section 9 -A Backup Slides on Product Introduction

Examples of SMDR Collection Ø Direct Serial to PC Com Port (RS-232) Serial RS 232 cable (usually DB 9 Male to DB 9 Female) PC Running CES – or – MSR Thin Client 69

Examples of SMDR Collection Ø Serial to Lantronix (3 rd party Serial to IP converter) RS 232 (DB 9 Male to DB 25 Male) Cable PC Running CES Note: When using the Lantronix Device a Null Modem Cable or Adapter must be used. RJ-45 Ethernet Cable’s LAN/WAN 70

Examples of SMDR Collection Ø TCP/IP; SPE( ) –U 10 ETU (LAN) Ø For Serial from SPE refer to Direct Serial to PC Com Port (RS-232) Slide PC Running CES LAN/WAN 71

Examples of Server Software & Database Installations

Single PC/Server Installation Ø Single PC with MDSE / CES / Call Alert Installed 73

Single PC/Server Installation Ø Single PC with SQL 2000 / CES / Call Alert Installed 74

Multiple PC/Server Installation Ø PC with CES / Call. Alert Installed – Server with MSDE Installed LAN /WAN Ø PC with CES / Call. Alert Installed – Server with SQL 2000 Installed LAN / WAN 75

Examples of Network Configurations for Call. Analyst Enterprise Server

Single Site Installation Serial Cable PC/Server with the following installed: • SQL 2000 or MSDE • Call. Analyst • Call Alert 77

Single Site/Single Network Client Installation PC with the following installed: • Call. Analyst Client • Call. Alert Installed (optional) Note: If MSDE is used for the Database only 5 Network Clients are allowed. Serial Cable PC/Server with the following installed: • SQL 2000 or MSDE • Call. Analyst • Call. Alert LAN / WAN 78

Multi Site Installation Site 2 Site 1 Site 3 Serial PC with Thin Client Site 4 Serial TCP/IP (SPE Card) Lantronix LAN / WAN Call. Analyst Enterprise Server with MSDE or SQL 2000 Call. Analyst Clients 79

Thank You