1. Presentation Template & Guidelines Partner Guide
Tracy Doyle
Director Alliances

2. Objective Provide QAD team an understanding of you/your offering
Template & Presentation Guidelines
Objective
Provide QAD team an understanding of you/your offering
Provide you a tool to create an effective presentation

3. Template & Presentation Guidelines
Purpose
Provide a professional, consistent foundation for all partner overview presentations
Make it easy to build your presentation
Provide tips for building your presentation
Guidelines on content strategy
Guidelines on fonts and punctuation
Guidelines on visuals and graphics
Provide template slides ( )
Upon completion:
Remove all other slides from your presentation
final presentation to

4. Content Guidelines – Audience
Presentation Guidelines
Content Guidelines – Audience
Remember – your audience is the QAD sales team
Salespeople want to know
How to solve our customer’s problems
Who to sell to
Value to customers
Sales process for your solution
Help QAD sales identify the customer’s problems and communicate the benefits of your solution
Don’t need to see screens or detail

5. Content Guidelines – Outline
Presentation Guidelines
Content Guidelines – Outline
[Partner] Overview (1 slide)
Solution Overview(1-2 slides)
Business Challenges Solved (1 slide)
Who To Sell To & Value (1-2 slides)
Customers & References (1slide)
Sales Process (1 slide)
Qualifying Prospects (1 slide)
Sales Considerations (1 slide)
Support and Services (1-2 slides)
Summary (1 slide)

6. Content Guidelines – Less is More
Presentation Guidelines
Content Guidelines – Less is More
Ask or Remind Yourself:
5x7 rule:
Maximum 5 bullets, no more than 7 words per bullet
“What can I remove that won’t change the meaning?”
Speaker script – put in slide notes
PowerPoint Guidelines
Use bullet ‘appear’ animation to show bullets one at a time, you can optionally make it bold to stand out from previous bullet points

7. Punctuation Guidelines
Presentation Guidelines
Punctuation Guidelines
Capitalize every word in the title
Capitalize only first word of each bullet point
Do not capitalize words in the body of a slide unless they are proper nouns
Proper nouns name a specific person or thing
Exception - Topics Slide
No punctuation at the end of bullet text
Do not use words like “for example” or “etc.”

8. Presentation Guidelines
Font Guidelines
Never use a font size smaller than 20 pts because your audience won’t see it
If you need a font size smaller than 20 pts to fit everything, you have too much info
Aim for 28 pt for first level bullet text
24 pt for second level bullet text
20 pt for third level bullet text – 4 levels is too many
Minimum of 20 pt Century Gothic font for text boxes

9. Visuals and Graphics Guidelines
Presentation Guidelines
Visuals and Graphics Guidelines
Keep diagrams simple – use SmartArt
Don’t stretch pictures
Minimize the use of screen shots
The audience can’t see them
Talk about benefits, not features
Don’t shadow text – it is hard to read
NO clip art
See example slides

10. Standard Slide Examples Section
Presentation Guidelines
Standard Slide Examples Section

11. General Slide Example Bullet 1 Bullet 2 Bullet 3 Point A Point B
Presentation Guidelines
General Slide Example
Bullet 1
Point A
Point B
Point C
Bullet 2
Point D
Point E
Bullet 3
Point F

12. Section Header Example
Presentation Guidelines
Section Header Example

13. Presentation Guidelines
Example Graphic Slide

14. Example Diagram Slide Presentation Guidelines Text Text Text Text Text

15. Example Table Slide Presentation Guidelines Text Bullet 1 Bullet 2
TITLE 1
TITLE 2
TITLE 3
Text
Bullet 1
Bullet 2
Bullet 3
Bullet 4
Point A
Point B
Point C

16. SmartArt Example [Insert – SmartArt]
Presentation Guidelines
SmartArt Example [Insert – SmartArt]
Early Adoption
Maturing
Best in Class

17. SmartArt Example [Insert – SmartArt]
Presentation Guidelines
SmartArt Example [Insert – SmartArt]
ROI
32% in 1 year
Inventory Turns
Doubled
Scrap and Waste
Down 13%

18. Sample 24 pt Text Box and Some Graphics You Can Use
Presentation Guidelines
Sample 24 pt Text Box and Some Graphics You Can Use

19. Presentation Guidelines
Sample 20 pt bold Text Box and Some Graphics You Can Use

20. [Partner Name] Overview
[Partner Name] – Partner Overview
Insert partner company logo here
[Partner Name] Overview
Select appropriate QAD partner logo below, remove others
[Author, Date]
Note: Be sure to add your company name, presenter’s name and presentation date.
Add your logo, and only keep the QAD partner logo that is appropriate for you.

21. Topics Overview Solution +/or Services Overview
[Partner Name] Overview
Topics
Overview
Solution +/or Services Overview
Business Challenges Solved
Who To Sell To & Value
Customers & References
Sales Process
Qualifying Prospects
Sales Considerations
Support and Services
Summary
Note: Starting with this slide and throughout the remainder of your presentation, make sure the sub-title (top line of slide) has your company name.
[Partner] Overview (1 slide)
Solution Overview(1-2 slides)
Business Challenges Solved (1 slide)
Who To Sell To & Value (1-2 slides)
Customers & References (1slide)
Sales Process (1 slide)
Qualifying Prospects (1 slide)
Sales Considerations (1 slide)
Support and Services (1-2 slides)
Summary (1 slide)
Total Slides not to exceed guidelines

22. [Partner Name]/QAD Partnership
[Partner Name] Overview
[Partner Name]/QAD Partnership
A strategic QAD solution partner since [year]
[#] QAD customers worldwide
[#]% annual customer retention
Relationship
[Example
OEM (Cloud or On Premise)
Sold by QAD
Complementary Solution Partner (On Premise)
Licensed by [Partner Name]
QAD Distributors may also be [Partner Name] channel partners]

23. Solution Overview Solution: [Solution Name]
[Partner Name] Overview
Solution Overview
Solution: [Solution Name]
[Elevator Pitch – words] Provides…
Available for QAD Cloud ERP

24. Overview of [Partner Solution +/or Service]
[Partner Name] Overview
Overview of [Partner Solution +/or Service]
How does your solution fit with QAD?
Provide diagram illustrating relationship

25. Business Challenges Solved
[Partner Name] Overview
Business Challenges Solved
Business Driver
Customer Pain
Industries
High level overview of most common business drivers.
What pain does this cause the customer?
Which industries does this affect? (Auto, Life Sciences, Industrial, High Tech, CP, F&B)
Example for Retrobilling:
Volatility of copper, steel, aluminum, precious metals, petrochemicals
Commodity price fluctuation adjustments
Auto, Industrial, High Tech, CP, F&B
Engineering changes required
Part price renegotiation adjustment
Auto, Industrial, High Tech, CP
Customer expects manufacturer’s productivity gains
Customer “give backs” adjustment
Customer needs part/raw material before price negotiation completed
Final price adjustment
Note: Be sure to remove all text in this table, and replace it with the appropriate information for your solution (business drivers, customer pains and industries).

26. Who To Sell To & Value [Partner Name] Overview Who to Sell to Value
Who to sell to -- by title
What’s the value by role?
Example for Retrobilling:
VP Sales
Increases customer satisfaction by reducing lead time because you can continue shipping parts before price is final, while price is being negotiated.
CFO
Shortens time to cash and may reduce closing time because price adjustments can be made after shipment.
VP Finance
Reduce manual effort and improves accuracy.
Note: Be sure to remove all text in this table, and replace it with the appropriate information for your solution (who to sell to and value).

27. Key QAD Customers & References
[Partner Name] Overview
Key QAD Customers & References
[List of QAD customers]

28. Qualifying Prospects for [Your Company Name]
[Partner Name] Overview
Qualifying Prospects for [Your Company Name]
What does the QAD Sales person need to know to help position your product or service to our customer?
Vertical: [List verticals]
Territory: [Provide territory, target market]
Prospect is dissatisfied with: [xyz]
Exceptions: [Markets to avoid, vertical to avoid, etc.)

29. Sales Considerations Sold by [QAD or Partner] Demo support Pricing
[Partner Name] Overview
Sales Considerations
Sold by [QAD or Partner]
Use [standard QAD agreement or Partner agreement]
Demo support
Customer demos run by [QAD or Partner]
Use [QPC (QAD’s demo center) or Partner demo environment]
Pricing
[Provide very high level pricing information]
References
[Who provides references – QAD or Partner]

30. Support and Services Support Services
[Partner Name] Overview
Support and Services
Support
Front line provided by [QAD or Partner]
Hours, SLA options
Level 2 and 3 – [Partner] assists QAD
Services
Implementation done by [Partner or QAD or Partner qualified distributor)
[Example - Consult with [Partner] directly for quote in sales cycle]
[Example - Customization is available]

31. Summary Summarize presentation
[Partner Name] Overview
Summary
Summarize presentation
What is the overall value proposition for customers?
Major reasons customers are excited about your solution

32. For More Information … Presenter Name [Corporate website link]
[Partner Name] Overview
For More Information …
Presenter Name
Phone number
[Corporate website link]
[Solution website link]

33. Presentation Guidelines
Thank You for your time and expertise to create this overview presentation!

34. [Partner Name] Overview
© QAD Inc