HP Proposal Web Overview

Transcription

1 HP Proposal Web Overview March Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice

2 ProposalWeb overview ProposalWeb is a powerful tool suite that automates the assembly of proposal-ready documents into complete and compelling customer proposals. ProposalWeb is used worldwide by: HP Sales reps The HP Pre-sales community HP Proposal Bid Teams HP Channel Partners ProposalWeb is structured around country- and region-specific portals with localized and translated content ProposalWeb offers content spanning all HP Business Units: TSG, PSG and IPG. Content addresses HP products, services, solutions and corporate and general information. ProposalWeb was developed for HP by ComputerWelt in Germany ProposalWeb has been successfully deployed in HP for over 9 years March 2008 HP Proposal Web Overview 2

3 Proposal Web by the Numbers WW in Q2FY 08 ~21,100 Total Users WW : HP Internal: ~11,800 Partners: ~9,300 Number of active access portals: 22 country/region portals 4 ISV/Partner portals 21,100 WW Total Users divided in Sales Markets EMEA 51% Americas 28% APJ 21% 18 Supported languages: - Brazilian Portuguese - French - LA Spanish - Catalan - German - Portuguese - Chinese Simpl.(China) - Greek - Norwegian - Chinese Trad. (Taiwan) - Italian - Russian - Dutch - Japanese - Spanish - English - Korean - Swedish March 2008 HP Proposal Web Overview 3

4 Proposal Web home page HP Employee Logon utilize HP badge to get into the Proposal Web system HP Partner Links Partners can access Proposal Web via regional partner portals (see last slide) One Time Registration With first access into the system a unique User ID is created to ensure updated user data Proposal Web Feedback Link to the support staff for additional assistance March 2008 HP Proposal Web Overview 4

5 Proposal Web toolset Standalone content Proposal-ready documents, data sheets, ISV solutions, references, and links Proposal Wizard Customized unsolicited proposals Executive Summary Generator Executive summaries customized according to customer industry and business requirements Online Quote Editor Watson/SBW quote integration with Wizard-generated proposals E-Basket Collection of frequently used documents Support and Training Find links to offer feedback, request support, attend training webinars, download user guides, view FAQs, country specific links and/or the elearning Flash Training Module Note: not all functionalities are available on all country portals March 2008 HP Proposal Web Overview 5

6 Other Proposal Web features From the home page, a drop down menu allows users to see the other available portals and the number of documents available in various languages Use the Search box to search HP Proposal Web, create an advanced search or search all of HP.com Note: Advanced Search is not available on all country portals March 2008 HP Proposal Web Overview 6

7 Standalone boilerplate content Individual Proposal-ready boilerplate documents are available for review and download in localized languages Simply click on the proposalready content links on the Home page under find content or the Boilerplates link on the side navigation bar Users can browse through a variety of content areas Users can also find sample cover letters and executive summaries March 2008 HP Proposal Web Overview 7

8 Proposal-ready content Navigate through the content areas and sub-areas to locate documents Descriptions of the content including page count, file size and creation date Users can open and view the documents, right click and save target as or add to their e-basket with the shopping cart icon Users can also utilize the Search capability to locate content. March 2008 HP Proposal Web Overview 8

9 Using the Proposal Wizard Proposal Wizard Allows users to create customized unsolicited proposals Standard Wizard generic content across all HP BUs Dynamic Wizards targeted content for specific audiences Wizard functionality Users can also utilize the stand alone boilerplates, Executive Summary Generator, Watson/SBW Online Quote Editor March 2008 HP Proposal Web Overview 9

10 Using the Standard Wizard Click into the Standard Wizard Use the checkboxes to choose the business focus content Click Next Step March 2008 HP Proposal Web Overview 10

11 Complete Wizard data Your Data information will be prepopulated based on the information filled out upon registration Information will be used by the wizard within the document for various place holders User will complete the Customer Data information Click Next Step March 2008 HP Proposal Web Overview 11

12 Choose standard Wizard content User can then choose which content to include into the proposal by using the check boxes User can preview the content by simply clicking on the description of the content User can collapse each chapter by clicking on the - symbol User can rearrange content within each chapter using the blue up and down arrows Once the content is selected enter a filename and click Next Step March 2008 HP Proposal Web Overview 12

13 Wizard Proposal document created A dialogue box will pop up and show the progress of the document download Once completely downloaded the screen will display the completion and the link to the word file will appear User can right click and Save As to their hard drive or can open the document User can also access any archive documents Note: All pop-up blockers need to be turned off. March 2008 HP Proposal Web Overview 13

14 Assembled document The assembled document will have a cover page, cover letter, table of contents and all the content the user specified to be included Placeholders such as Customer Name, Date, Project Name, etc. will be filled in as appropriate within the text It is recommended that this document is thoroughly reviewed and added to as needed March 2008 HP Proposal Web Overview 14

15 Recent Changes The HP Proposal Web application recently participated to the HP DCC migration. Some changes to the boilerplate content stored on Proposal Web were necessary for DCC compliance. Details related to these changes can be viewed on the What s New page available on every country portal Welcome Page. DCC = Data Center Consolidation March 2008 HP Proposal Web Overview 15

16 Executive Summary tool Allows users to create a customized Executive Summary based on factors including industry segment, project objectives and benefits of utilizing an HP solution. To create a customized automatically generated Executive Summary and cover letter click on the hyperlink Note: not available on all country portals Click on generate an Executive Summary March 2008 HP Proposal Web Overview 16

17 Executive Summary tool form Simply complete the form as needed for the specific customer situation and environment. March 2008 HP Proposal Web Overview 17

18 Customized executive summary Provide a filename and click Submit A dialogue box will pop up and show the progress of the document download Placeholders such as Customer Name, Account Representative name and business driver choices will be added to the document tailoring the content to meet the specific customer s needs. Note: All pop-up blockers need to be turned off. March 2008 HP Proposal Web Overview 18

19 Executive summary document Once completely downloaded the screen will display the completion and the link to the word file will appear User can right click and Save As to their hard drive, open the document or the document to one or several contacts The generated document will have a letter and executive summary It is recommended that this document is thoroughly reviewed and added to as needed March 2008 HP Proposal Web Overview 19

20 Online Quote Editor Note: not available on all country portals The Online Quote Editor integrates Watson / SBW quotes into proposal documents Users will create a quote within Watson / SBW and then upload the document to Proposal Web via the Browse button The Online Quote Editor converts the configuration into an editable form and offers the final MS Word document for download, with or without additional boilerplates. March 2008 HP Proposal Web Overview 20

21 Upload quote to ProposalWeb Type in the path and filename or use the browse button to navigate to the saved quote file on your local PC. Click on the file name and click Open Press next button to open the Online Quote Welcome page. March 2008 HP Proposal Web Overview 21

22 Upload quote continued Use the drop down list for your selection and the little arrow button to move forward to the Watson data page. Your data and the customer data will be displayed. The customer data is taken from the mdb file. You can insert any missing data and press the next button. March 2008 HP Proposal Web Overview 22

23 Editing the quote You can edit and modify the configuration such as changing product descriptions for clarity, and rearranging line items. Note that any changes made here do not impact the original quotation. Use the Edit button to change the information Use the checkbox to confirm that this line should be in the final proposal Use the arrow buttons to change the order of the information Once completed click Create. You will be asked by the system if you are sure you want to move forward. Once the system starts the modification process, you cannot return to this screen. Press ok. March 2008 HP Proposal Web Overview 23

24 Proposal working area You can add boilerplates to this quotation, or leave it as a quote only proposal. The quote will be embedded in a formatted proposal file that includes a cover letter, table of contents, and signature page. You can edit the word file as needed. It is recommended to convert the final Word document into PDF format so that it cannot be further edited by anyone. March 2008 HP Proposal Web Overview 24

25 Adding boilerplate to a quote You may wish to attach boilerplates to a configuration. Choose add boilerplates from the Proposal Working Area. The Watson Quotefile is now part of the Wizard. Choose the content you wish to add. Once the content is selected enter a filename and click Next Step Note: All pop-up blockers need to be turned off. March 2008 HP Proposal Web Overview 25

26 E-basket functionality The Basket stores individual collections of favorite boilerplates and provides automatic updates for included documents Users can create a basket for collecting proposal-ready documents Users can delete baskets Users can switch between baskets Users can create a zip file of all the contents of a basket Users can send the contents to a wizard for automation into a proposal document Note: not available on all country portals March 2008 HP Proposal Web Overview 26

27 Utilizing E-baskets Use E-Baskets if you have to answer RFP s, RFQ s, or RFI s Users can easily create and switch between multiple baskets you need more than one boilerplate into a customer specific template Actual basket shows documents, descriptions and allows user to delete content as needed you have often used files (boilerplates, data sheets, presentation material) Current basket and number of items is located on the bottom of the left nav bar Users can download basket contents into a zip file or send to the wizard you have a dedicated business focus March 2008 HP Proposal Web Overview 27

28 Standard Search Proposal Web has standard and advanced search capabilities. The advanced search allows users to search on phrases as well as indicate the number of returned documents and search depth with in documents. March 2008 HP Proposal Web Overview 28

29 Finding content using standard search Tip 1: Search using one word (only looks at the title and the description) Tip 2: Root or partial root (ex. Network vs. networking) Tip 3: Specific HP words (ex. ProLiant, Care pack) Tip 4: Not found? Change the word Tip 5: Special characters do not count Tip 6: Spelling (regional/country differences) Tip 7: Avoid often used words (combine popular words with others) March 2008 HP Proposal Web Overview 29

30 Advanced search March 2008 HP Proposal Web Overview 30

31 Finding content using advanced search Full text search inside the document, not just titles & descriptions. Quantity rules: the highest count of the search word found will bring that document to the top of the results list. Can reduce the results by only searching in a specific Business Unit. Multiple word search is a good technique here! March 2008 HP Proposal Web Overview 31

32 Finding content using advanced search March 2008 HP Proposal Web Overview 32

33 Finding content using advanced search Results page: Search word matches bring the document to the top of the page Note: yellow icon to view how many of the search words were found. Note: red icon to open a quick preview of the document in text. Note the words you searched on are highlighted. Quantity of the words used in the search will bring a document to the top! March 2008 HP Proposal Web Overview 33

34 Finding content using advanced search Advanced Search Options Increase results documents up to 90 Modify how many characters in the document are searched using Search Depth Could impact search speed March 2008 HP Proposal Web Overview 34

35 Finding content using advanced search Advanced Search Options Select a specific Business Unit to reduce results list Nothing checked? Default search to all BU s March 2008 HP Proposal Web Overview 35

36 Finding content using advanced search Use Advanced Search when standard search fails Quantity of the words in a document will bring it to the top. Increase the number of documents on the results page by using the Advanced Search Options. Select a Business Unit to reduce the number of documents on the results page. Mouse over the Yellow i icon to see search word(s) found. Quick text review using the Fast View icon. March 2008 HP Proposal Web Overview 36

37 How to access Proposal Web The main Proposal Web Site Regional Partner Portals - for APJ - for EMEA - for LA - for US - for Canada WW Knowledge, Content, and Technology Support/Feedback Support links are available at the bottom of the Proposal Web Welcome page March 2008 HP Proposal Web Overview 37