1. Simplified Services Contracting Tool for Small Deals
Overview and step-by-step process (IBM)
Release 4.0
| March 2011 |

2. Simplified Services Contracting Tool for Small Deals
This presentation provides an overview of S2 and shows the step-by-step process to use the tool. The presentation covers the following topics:
Overview (page 3)
Benefits (page 7)
S2 General Information page (page 9)
S2 tool (page 13)
Additional information (page 32)
Additional support (page 33)

3. Overview
The challenge we traditionally face with small deals is “speed to market'.” Small deal customers demand rapid contract turnaround.
The Simplified Services (S2) tool is a comprehensive Web based solution that addresses this problem.
It provides a list of selected pre-approved, pre-priced service products.
It empowers each seller to configure, generate and close the service contract requested by the customer, within minutes, without having to obtain additional approvals.

4.  Cost of these transactions is too high 
Problem Statement
Small transactions comprise a large pool of opportunity for ITS sales
Small transactions are a large percentage of ITS sales
Majority of opportunities are under $100K
Vast majority of opportunities are under $500K
For sales under $100K, document preparation elapsed time ranges from 2 to 10 business days per transaction
 Cost of these transactions is too high 

5.  Small transactions create bottlenecks in the sales process 
Root Causes
Lack of offering standardization
Majority of small transactions treated as “one of a kind” or custom jobs
Custom job approach frequently raises BTT rating and introduces additional approvals required
ITS sales channels have been trained to provide the prospect exactly what they want
Introduces negotiations process over terms and conditions
Lengthens the sales process
Current sales tools do not support standardized approach
ServicePac® is an exception that can teach valuable lessons
 Small transactions create bottlenecks in the sales process 

6. The Solution for Small Deals
S2 provides:
Standardized and pre-approved service products
Pricing QA
C&N
Delivery
Fulfilment
Standardized pre-approved service products contract creation
End-user SOWs
IBM Direct schedule
Available to all face-to-face and ibm.com sellers
Integration with offerings loaded in e-config, as needed

7. Benefits to using S2
S2 provides benefits in both productivity improvements and growth
potential.
Simplify the overall end-to-end process steps for small deals
Able to obtain quotes independently – list price and IBM minimum delegated price are loaded in the tool
Generates contracts ready for customer signature
Contract generation in minutes
Volume based contracting tool allows better response to more small deals

8. Small deal revenue and S2 – a business perspective
“Small deal revenue is an essential cornerstone of our overall success.
Small deal customers demand rapid turnaround in contract completion
and traditionally ITS has struggled to address this.
The Simplified Services (S2) is an easy to use web shopping tool that addresses this problem.”

9. General Information page – Introduction tab
The S2 General Information page provides information for users who are not registered S2 users.
From this page you can access information through a series of tabs. The tabs are:
Introduction
Catalogue
Education
Registration
The image shows the S2 General Information page with the Introduction tab.
Here is the link for the S2 General Information page:

10. General Information page – Catalogue tab
The Catalogue tab provides access to the offerings available in the selected country.
The information is an all-inclusive list of countries but is not filtered by role since the user is not registered.
Once you become a registered user, you will access the catalog information through S2 and it will be filtered by country and user role.

11. General Information page – Education tab
The Education tab provides you with information and education about S2.
Links are provided for files that you can download or education outside of S2.

12. General Information page – Registration tab
UPDATE IMAGE
General Information page – Registration tab
The Registration tab page allows you to register to use S2. You need to register in order to generate SOWs or contracts.
Select your role.
Enter your User ID. Note: For IBM Sellers input your intranet ID, such as:
Select your User Sub-Role.
Select Country(ies). Note: You can pick multiple countries by holding the CTRL key while selecting. This will set the country catalogs you can access when you use S2.
Enter IBM contact details. The name phone and will appear on contracts. Note: You can input this data or override it on the S2 page.
Enter the Contracts Online (COL) details information. This will be stored and retrieved when you use S2.
Finally, click Request Registration to submit. Note: You will receive an to let you know the registration results. Note: Group admin, for user group definition, is a new function in registration and is addressed later in this presentation.

13. Main page
Once you are a registered user, you access S2 through this main page – here is the link:
You can see the navigation options highlighted on the upper left of the screen.
To begin, select New Contract in the upper left navigation.

14. New Contract: Offerings details
You can view the Offerings Details for a country.
The countries that are available to you will be listed in the Country dropdown menu.
These countries were selected by you when you registered to use S2.
Next, let’s look at View Offerings catalog.

15. New Contract: View Offerings Catalog
When you choose View Offerings catalog the Offerings Catalog popup window is displayed.
The information is filtered by the country you previously selected and by your role.
The catalog shows configured and non-configured products.
S2 shows list prices in your country’s currency for configured products.
It shows N/A in the list price column for configured products because their list price depends on the configuration you produce in e-config.

16. New Contract – Offerings details (cont’d)
First you need to select from Product Selection:
Manual from S2 list boxes
Upload of e-Config CFReport
Quote data from e-Pricer
Contracts Repository Note: The system defaults to Manual from S2 list boxes. We will explore the other options later in this presentation.
Next you will need to select a Contract Type, if it is not pre-selected, based on your role and country settings, You can choose between Direct or Prime Bidder
Then you will need to enter the End customer Number. This is the legacy CMR (Customer Master Record) number for the customer.

17. New Contract – Offerings details (cont’d)
Now you will add an offering selecting the following information: - Brand/SPL - Offering name - Spec. 1 - Spec. 2 (if necessary)
Once your selections are complete, click Go.

18. New Contract
The information you have selected is compiled and your New Contact screen will look like the image to the right.
The Offering Details area will list the information you entered.
The Selected Offerings area lists the order information. You will add the quantity to the Qty field.
You then select Add Item Go To Cart to continue.

19. My Cart The My Cart page is displayed.
The cart shows the offering you selected along with the IBM minimum delegation amount
There are four options available to continue: - Update Selected - Remove selected - Add new offering(s) This allows you to add new offerings. Note: Do not use New Contract to add new offerings; you will lose the data that is currently stored. - Generate contract This option will take you to the Checkout page.
For this presentation Generate contract is selected.

20. New Contract: Checkout
The Checkout window is displayed. This screen and the next will show the details of the Checkout window. The fields whose headers have a red asterisk [*] are mandatory.
Proposal reference This is your own identifier for the proposal. It’s an example of a mandatory field.
Reusable contract You have an option to determine whether this is a reusable contract. This means that when a contract is finalized, S2 saves it in its contract repository in a format that allows you to retrieve it, edit it, and reuse it. It will be listed by the proposal reference that you have entered (see above).
User group Is a new function and is addressed later in this presentation.
Note: Some data on the Checkout page may be read-only. The end customer number is always read-only. Other fields may be read-only data based on your country’s settings.
Once you have filled in the mandatory fields and have reviewed this page, you have the following options:
Return to Cart
Preview Contract: An option that lets you see the contract with a draft watermark. Not intended for final use.
Finalize Contract: This is not a draft. It contains a contract number when you are ready to go forward. Note: Even a finalized contract will have a draft watermark If you generate it in the S2 User Acceptance Test (UAT) environment, Finalize Contract is selected for this presentation.

21. New Contract: Confirmation
The Confirmation page is the final page of S2 processing.
It lets you view the contracts, in .pdf format, that S2 has processed. You can download these for attachments to s or later printing.
Note: Contracts Online (COL) Information will only be displayed if your country has enabled it. If enabled, it allows you to put the data required to let S2 create a draft transaction in COL.

22. New Contract: Customer Contract
This screen shows the opened .pdf file displaying the Customer Contract.

23. Upload of e-Config CFReport
We’ve reviewed the flow for the first option under Product Selection. Next we’ll look at uploading an e-Config CFReport.
You begin by selecting the Upload of e-Config CFReport option.
Next enter the End customer number.
Then click Load e-Config File.

24. Upload e-Config CFReport (cont’d)
When you choose Load e-Config File the Upload File window is displayed.
The file upload allows you to transmit the configuration of service products that you defined in e-Config to S2.
You can pick the e-Config (.cfr) file you wish to upload from your computer by either typing in the path and file or clicking Browse. Note: When you find the file, click Load to upload it.

25. Upload e-Config CFReport (cont’d)
As before, the My Cart window with the data from the .cfr file is displayed – including quantity and pricing.
Again, there are four options available to continue: - Update selected - Remove selected - Add new offering(s) - Generate contract
Next, we’ll look at the third option in the Production Selection:
Quote data from e-Pricer

26. e-Pricer quote
We’ve seen the first two options under Product Selection. The next option is Quote data from e-Pricer. This retrieves data from an approved e-Pricer quote such as products, approved prices, and customer data.
After selecting Quote data from e-Pricer , you enter the e-Pricer Quote ID in the field and then click Go.
When you click on Go, S2 builds your cart from the quote data and displays the My Cart page. Note: When you load an e-Pricer quote, Generate contract is the only option available from the My Cart page.
An e-Pricer quote must be processed as is.
The “Offer valid until” date of the quote must not have passed.
All products and features must be enabled in S2.
The contents of a cart built from an e-Pricer quote can’t be changed.

27. Contracts repository
The fourth option for Product Selection is Contracts repository.
First you select Contracts repository.
Next enter the Customer number.
Then click the Contract templates arrow for the dropdown menu and make a selection and then click Go. Note: Every type of contract (other than an e-Pricer one) will have two data fields: contract type and proposal reference. If it is an e-Pricer reusable contract you can’t input CMR number since the number comes from e-Pricer for a specific customer.
Next, the My Cart page displays and from there select Generate Contract and go to Checkout. All the data you previously entered will be there – if you had previously edited it before, you can edit it again and vice versa.
Next, we’ll look a the two other options in the navigation area:
Previews
Contracts

28. Previews and Contracts
There are two other options available via the navigation area.
The Previews lets you view documents that have not been finalized.
The Contracts option lets you access the contracts you have generated when you choose Finalize Contract.

29. User groups
As previously mentioned in the presentation, the User group function is now available in S2.
First you will need to register as a user group administrator (Group Admin).
The data that you input is the same as for regular registration except that you need to input an identifier for your business group in the Secondary group ID field.
After your registration request is processed, you sign in to S2 in the standard manner. You’ll see the Group admin role available for selection.

30. User groups - continued
Once you have selected the Group admin role you can view or begin adding a user group.
First you will select User groups from the left navigation area.
If you have previously created a user group it will be displayed and you can select and edit it.
If you need to add a user group then you will select New user group from the left navigation area. For this presentation it is assumed you are adding an initial new user group.
To add a user group you need to Select a country, add a User group name, add ID’s (according to the directions on the screen), and then click Save.

31. User groups - continued
As a member of a group you will use S2 in the normal way. On the Checkout page you have the option to choose to make your work visible to one or more of the groups that you are a member of.
Make no selection to leave your contract private
Select one or more groups to make the contract visible to the group(s).
If you have chosen to make your work visible to a group, other group members will see it in Contracts, Previews, and the Contract repository.

32. S2 - Additional information
You can access S2 and more information about S2 at the following links: S2
S2 General Information page
S2 Main page (for registered users)
Education
S2 QRC
S2 Overview and Step-by-step process presentation (this presentation is stored here)

33. S2 - Additional support (phone numbers)
You can contact your local country help number during your normal local business hours for support. Those numbers are: UK
Germany
France
Italy
Sweden
Denmark
Norway
North America (U.S. / Canada) (Bangalore Help Desk 24x7x365)
Finland
Belgium
Netherlands
Austria
Switzerland Note: Callers should first chose option 4 (any other enquiries) and then option 2 (Web Solutions)
In Europe, please access this URL to get the latest phone numbers: In AP, please access this URL to get support:
For additional support (24x7) you can use the following contact:

34. S2 - Additional support – tips to resolve or report an issue
You may be able to resolve problems on your own – for example:
Refresh the page (keyboard shortcut Ctrl + R)
Purge your browser’s cache (follow your browser’s specific method)
If those options do not resolve your issue then contact the correct support organization.
Remember that when reporting a problem, more information is better. Describe the problem clearly:
Provide detailed steps for recreating the problem
Include login details if the page you are accessing is password protected
URLs are very helpful; please copy and paste that information in your request for support.
The problem management system currently does not support screenshots. You will need to thoroughly describe the problem you want to report and have fixed.
Finally, clear, thorough and relevant details are crucial to the timeliness of resolving your problem.

35. S2 - Summary
This presentation provided an overview of S2 and showed a step-by-step process on how to use the tool. The presentation covered the following topics:
Overview
Benefits
S2 General Information page
S2 tool
Additional information
Additional support
Thanks for your time and attention!