Request for Proposal
RFP Response
If your project requires a Request for Proposal, please see
the
information provided below. Feel free to contact our Sales Department
if you have further questions at (650) 587-8615 x1 or
.
Contents
About EnterpriseWizard
Functionality Matrix
Pricing
Licensing Model
Implementation
Training
Support
Architecture and Scalability
About EnterpriseWizard, Inc.
Founded in 1991 as Integral Solutions Corporation and headquartered in
Silicon Valley, EnterpriseWizard, Inc., is the leading provider of
powerful, affordable, and easily deployed 100% web-based business
process automation solutions for organizations of all sizes. The
privately-held company has a development staff of 30, and has attracted
hundreds of customer with vastly different needs, ranging from startups
to Fortune 500 companies like Chevron, Merrill Lynch, and NEC. The
company has grown organically, mostly through word-of-mouth and has no
debt or creditors. The EnterpriseWizard CRM product is based on 100%
adapable technology that results in the highest (98.4%) success ratio
for complex implementations in the industry. This success ratio allows
us to offer an unconditional guarantee of success that covers both the
software and consulting services.
Our flagship product, EnterpriseWizard CRM, is a top-rated
out-of-the-box solution for issue tracking, support, sales, email and
marketing automation that can be quickly and extensively customized by
business users. A browser-based interface enables administrators of the
application to add custom tables, fields, relationships, rules and
workflow to adapt the application to the particulars of their business.
EnterpriseWizard, Inc. offers complete professional services –
implementation, customization, training and support – on either an
hourly basis or as part of a fixed price guaranteed turnkey package.
The software can be hosted with EnterpriseWizard, or purchased outright
to run on in-house servers.
Company Information:
EnterpriseWizard, Inc.
654 Bair Island Rd.
Suite 300
Redwood City, CA 94063
T: (650) 587-8615
F: (650) 745-1209
D&B Number: 83-607-8865
Contact:
Jeff Williams, Sales Director
EnterpriseWizard, Inc.
654 Bair Island Rd.
Suite 300
Redwood City, CA 94063
T: (650) 208-2591
F: (650) 745-1209
Functionality Matrix
EnterpriseWizard includes a variety of preconfigured templates for
managing contacts and activities, tracking internal and external
support issues, managing assets, and tracking sales activities. Because
its underlying SaaSWizard platform inherently provides features like
configurable tables and fields, graphical workflow, group-based
permissions, powerful search capabilities, a business rules engine and
integrated reporting, the application can easily be configured to map
and automate any business process.
The table below describes the application's support of various
features. Please click here
for additional descriptions and screenshots.
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Pricing
EnterpriseWizard is available as a hosted service or for outright
purchase.
Its cost is based on the number of named staff users (seats), and
includes an option for unlimited end-user access. We also offer
concurrent staff licensing. Concurrent licenses may be purchased in
combination with named licenses in limited amounts. Volume pricing is
available.
With a purchased system, licensing costs occur only the first year,
and rates depend on your server's operating system (Windows or Linux).
In subsequent years, the only recurring charge is for the annual
support and upgrade contract, priced at 20% of the licenses' total
current value.
Hosted service includes support and maintenance and is available on
a monthly or yearly basis. The application may also be leased and run
on in-house servers.
EnterpriseWizard Licensing Model
The EnterpriseWizard license model is based on purchasing some number
of licenses, or seats, for fixed "staff" users and an optional license
for unlimited "end users". An organization using
EnterpriseWizard internally may at first think that all employees need
to be staff users. This is not usually the case. Following
is a definition of these user types.
Staff Users
We use the term staff user not to mean employee, but rather to indicate users who will interact with the system as "technicians" – essentially, these are users who must be able to work on records that are created by or on behalf of other people.
To summarize:
• A staff user is a user who belongs to at least one group defined as a staff group.
• Staff users require a named staff user license, or seat
• Staff users use the staff interface to interact with the program
• Typically staff users are those users who work on other people’s records or who need access to functionality only provided in the staff interface (reports, charts, dashboards, etc.)
End Users
End users are all people who interact with the system as customers or consumers of the system – they can submit records, view any records made accessible to them, view FAQs, and edit any records they own. They may be employees of your company or outside customers or vendors.
To summarize:
• An end user is a user who belongs only to a group defined as an end user group, who may be an employee or an outside customer or vendor.
• End Users access the program through the end user interface or web portal
• End users can login under an unlimited end user license
• The main limitation on end users is that they are not permitted to edit records owned by other people. Ownership may be defined for each table based on a match of any field in the table to any user field. As an example, in a support context, you might define the Submitter Company field as the ownership field for the support case table, so that any end user from a particular company could potentially view and edit all records submitted by other people at that company.
Implementation
Overview
We provide full implementation services on either a fixed price or
time and materials basis. We also offer 5-day administrator training
courses so that customers can learn to do their own implementations.
The time needed for implementation depends on the details, and the
first task is to develop a complete and detailed specification, after
which we can provide a quote for a fixed price implementation, or the
customer may choose to go with an hourly approach. Customer staff with
extensive knowledge of each department’s and corporate requirements
will need to be available to explain and document the requirements, to
answer questions, and to provide as much assistance as desired to
assist in the implementation."
Project Timeline
A detailed project timeline after the development of the specification.
Generally, a complex implementation can be completed in a few weeks and
will require a week of customer testing prior to going live.
The speed with which a specification can be developed will depend in
large part on the customer's ability to clearly explain and document
its specific requirements. Our participation in generating a
specification typically involves about 5-7 days of consulting. To
arrive at a complete specification in this amount of time does require
dedicated customer personnel and previous internal consensus-building
discussions about how the system should work.
Specification Development: approximately 7 days from receipt of PO
The written specification will include details of the EnterpriseWizard
tables, fields, required rule and workflow automation, and all other
elements of the implementation provided in as much detail as possible.
The specification will consist of a Word document with several
associated spreadsheets, diagrams and other materials necessary to
convey the essential details of the implementation.
The specification will be based on decisions made jointly by the
customer and EnterpriseWizard staff as detailed in worksheets and
documents provided to EnterpriseWizard, documents the customer may
produce, email Q&A, and telephone conversations.
Changes to the specification may naturally be made at the customer's
request at any time during the implementation process, but they may
impact the implementation time and cost.
In order to meet the deadlines, the customer must make its decision
makers available to participate in calls and to provide detailed
written information requested as part of the specification development
phase. Screenshots and documentation of all systems and procedures
currently in use that the EnterpriseWizard system will replace will
also be helpful to save time in developing the specification and
performing an efficient implementation.
Fee Structure
Implementation/consulting services are available at a rate of
$200/hour, or $1600/day for off-site services, or $2000/day for onsite
services plus travel expenses. We are also happy to provide a fixed price quote for an implementation after a detailed specification is created.
Training
EnterpriseWizard offers a variety of training services. We offer
regular training courses for EnterpriseWizard Administrators, which
last 5 days. We also offer personalized on-site or off-site trainings
at a rate of $2000/day plus travel expenses. If you are taking part in
a personalized training, the curriculum is tailored to your
application’s specifications, and involves hands-on practice. Periodic
web-based sessions are also available.
Support
The standard support package includes all upgrades and enhancements,
and US telephone support from 8:00 AM to 8:00 PM EST. There is no case
limit. Tickets may be submitted online 24/7 through our Support
website, and customers also have access to our online FAQs. Response
time is 1 business day.
Premium support offers a response time of 2 business hours, with 24/7
phone access, priority phone queue and case routing, a designated
Customer Service Representative, two for the price of one admission to
an off-site Administrator training class, and EnterpriseWizard
administration.
For more information on Support, please visit
http://www.enterprisewizard.com/supplans.htm
Documentation is available within the application in HTML format. Our
user manual and installation manual is available for download in PDF
format. Other documentation is available for download from our website,
and custom documentation is available as a service upon request.
Architecture and Scalability
For specific information on EnterpriseWizard's architecture and
scalability, please refer to
http://www.enterprisewizard.com/specifications.htm
