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

2. Contents Introduction End User Benefits Target Markets & Customers
Section
Introduction
End User Benefits
Target Markets & Customers
Why Sell CallAnalyst?
Product & Maintenance
Reports
Call to Action

3. Section 1 Introduction

4. Business Productivity Tools
What is CallAnalyst?
Business Productivity Tools
Call Accounting
Call Management
Lite / Full (Standalone)
Network Access
Enterprise
Network Server
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
Key here is to talk about how we are seeing the traditional Call Accounting market shifting to business productivity solutions that helps them differentiate the their phone system sale.
Give an example to drive home the point. (Trunk Analysis-some dealers use CA to monitor their phone switches for just this reason.)
What are some of the examples ? List and explain a few
The other point is that we offer a full suite of products
Explain picture – highlight serial connectivity from phone to pc.
Comes in Standalone, Networked and Enterprise versions.

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

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

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

8. CallAnalyst Full & Network Version
Run CallAnalyst 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
CallAnalyst Full (Network License)
with Network Clients
PBX / KTS *1
*1 - Serial connection (RS 232) or
TCP/IP LAN connection (future)

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

10. CallAnalyst Enterprise Server
Multi-Site remote monitoring Capability
Handles heterogeneous switches
Connects to variety of switches
Real-time connectivity with remote sites
Centralized Data Storage
Multi-Level Site Directory
Scalable Solution with Standards Based Implementation
Relational Database
(SQL server or MSDE)
ODBC compliant
Robust Architecture & Great Performance
Multi-Tasking & Process Oriented
Broadcast Alerts!
Advanced Contact Management
Centralized backend for all modules
Single point of maintenance
Flexible costing module
Unlimited zoning & Rate Plans
Crystal 9.0 reporting engine

11. CallAnalyst Enterprise Server

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

13. System Requirements CallAnalyst Lite & Full
PC with Pentium III Processor
512 MB RAM
2 GB of free hard drive space
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
if data source is a serial connection to PBX
Printer
to print reports
Internet Explorer 5.0 or later

14. System Requirements CallAnalyst Enterprise Server* Pentium 4 class CPU
512 MB RAM
Microsoft Windows (NT-SP 6, 2000, XP, 2003 server)
Database (one of the following)
Microsoft SQL Server 2000
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
TCP/IP LAN connection with RJ45 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)
Display - SVGA 1024 X 768
CD-ROM drive (if using CD for installation)
Network Interface Card (NIC)
Printer
Browser
Internet Explorer 5.5 or later
Client - Outlook 2000; Outlook Express
* Recommendations may change based on the configuration and software requirements

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

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

17. Section 2 End User Benefits

18. Ken Barron, Vice President Barron Communications
"We've sold more TriVium CallAnalyst 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 CallAnalyst and the features it offers. One customer with 50 employees is thrilled employees can receive reports via . In fact, five different businesses share the resource, which is cost-effective for them."

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

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

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

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

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

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

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

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

27. Section 3 Target Markets & Customers

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

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

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

31. Section 4 Why Sell CallAnalyst? Dealer Benefits

32. Luke Vossen CDS Telco
"Not only do we like the CallAnalyst product but we won't sell any other call accounting software but CallAnalyst! 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.

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

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

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

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

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

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

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

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

41. Section 5 Product & Maintenance

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

43. Platform Availability
Phone System
CallAnalyst
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

44. Section 6 Reports

45. 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 CallAnalyst 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."

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

47. Common Reports Date and Time Line and Extension Frequency Geographic
Detailed calling by day
Summary 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)

48. Section 7 Conclusion

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

50. Thank You Maximizes the return on your telecom investment 50
By TriVium Systems
Maximizes the return on your telecom investment 50

51. Section 8-A Backup Slides on Reports

52. List of Standard Reports (1)
Date and Time
Detailed Calling by Day
Summary calling by day **
Summary calling by day-of-week by day
Summary calling by hour-of-day by day
Summary calling by hour-of-day by day-of-
week **
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
Line and Extension
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 CallAnalyst Lite

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

54. List of Standard Reports (3)
Frequency and Duration
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
Trunk Type and Carrier
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 CallAnalyst Lite

55. List of Standard Reports (4)
Geographic
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
Other
Contact list
Unassigned (Extension) phone numbers
Rate plan by zone
Rate plan by country
** Reports available with CallAnalyst Lite

56. List of Advanced Reports (1)
Auto Attendant & V-Mail
(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
Agents & Workgroups
Contact
Time billing by contact
Time billing for all contacts
Detailed calling by 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

57. Additional CallAnalyst Enterprise Reports (1)
Line and Extension
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
Route and Tenant
Summary calling by Tenant
Busy trunk summary by routes by day-of-week
Summary calling by Agent/ call party tenant
Account Code
Detailed calling cost by Account Code by Zone
Detailed calling cost by Tenant/ Authorization Code by Zone
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

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

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

60. Section 8-B Backup Slides of Screen Shots

61. Sample CallAnalyst 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.

62. Sample CallAnalyst 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.

63. Sample CallAnalyst 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

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

65. Sample CallAnalyst 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.

66. Sample CallAnalyst 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.

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

68. Section 9-A Backup Slides on Product Introduction

69. Examples of SMDR Collection
Direct Serial to PC Com Port (RS-232)
Serial RS232 cable
(usually DB9 Male to DB9 Female)
PC Running CES – or –
MSR Thin Client

70. Examples of SMDR Collection
Serial to Lantronix (3rd party Serial to IP converter)
RS 232 (DB9 Male to DB25 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

71. Examples of SMDR Collection
TCP/IP; SPE( ) –U10 ETU (LAN)
For Serial from SPE refer to Direct Serial to PC Com Port (RS-232) Slide
PC Running CES
LAN/WAN

72. Examples of Server Software & Database Installations

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

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

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

76. Examples of Network Configurations for CallAnalyst Enterprise Server

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

78. Single Site/Single Network Client Installation
PC with the following installed:
CallAnalyst Client
CallAlert 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
CallAnalyst
CallAlert
LAN / WAN

79. Multi Site Installation
Serial
Serial
Serial
TCP/IP (SPE Card)
PC with Thin Client
Lantronix
LAN / WAN
CallAnalyst Enterprise Server with MSDE or SQL 2000
CallAnalyst Clients

80. Thank You