IETS Application Deck Paleti Sainath Business Analyst 1 © 2014 QUAD ONE | WWW.QUADONE.COM | CONFIDENTIAL Agenda 2 1 Introduction 2 IETS Administration 3 Create Proposal 4 Proposal Approval process 5 Proposals results 6 Reports 7 IETS Mobile 8 Advantages 9 About Quad One © 2014 QUAD ONE | WWW.QUADONE.COM | CONFIDENTIAL Introduction • IETS is a tool specially designed for Pharma companies for tracking Pharma sales and marketing expenses. • Expenses can be tracked brand-wise, customer wise, Area-wise, Regionwise and Marketing initiative-wise. • Users can raise proposals online, which can be then be approved online as per the approval hierarchy. • IETS also takes care of Credit Notes and Free Dispatches. • Expenses are viewable in tabular formats, pie charts and bar diagrams, summarizing the expenses. • IETS follows a role based access control allowing users to view expense reports as per their role. E.g, AMs can view expenses for their areas, RMs for their regions etc. • IETS can be integrated with SAP and other third party systems to obtain master data and customer ROIs. • IETS is available on desktops, tablets and mobile. 3 © 2014 QUAD ONE | WWW.QUADONE.COM | CONFIDENTIAL IETS Administration • Admin/PMT team can handle all the backend data of the IETS application. • Admin can manage the following Employee master data Doctors data Brands data Stockiest data Marketing Initiatives Roles Approval Hierarchy etc • Admin can also View the dashboards Approve / reject proposals which are pending for a long time Send out notifications to the entire team 4 © 2014 QUAD ONE | WWW.QUADONE.COM | CONFIDENTIAL Create Proposal • ABM/RBM’s can create a proposal and forward it for approval. • Activities like Meetings, cab booking, flight booking, journals, books, international mobile services etc., can be tracked and approved. • Proposals can be approved/ rejected online. Approver/Rejector needs to provide comments while approving/rejecting. • A proposal consists of Marketing Initiative Services Customer details Brand details Costs • Credit notes creation can also be managed using the IETS application. 5 © 2014 QUAD ONE | WWW.QUADONE.COM | CONFIDENTIAL Proposal Approval Process • Once a proposal is raised it will follow the approval hierarchy before getting final approval. • Raised proposal will follow the following hierarchy RBM PMT MH/TFH/SM DH • Emails notifications are sent for every approve/ reject to the user who initially raised the proposal. • Proposal can be approved by Admin in case of Approver not being able to approve (leave or vacant position) • Proposals can be rejected. In this case proposal has to be resubmitted. • Once proposal has been approved by final approver, it is directed to the Marketing coordination team for further process. • The entire proposal with attachments can be printed out and signed for manual approval and to submit to Finance. 6 © 2014 QUAD ONE | WWW.QUADONE.COM | CONFIDENTIAL Proposals Results • Proposal results are available to logged in users via dashboards. • Dashboards displays proposals count/value, brand-wise, servicewise comparisons. • Proposal results are collated by time period, Am, RM and National. • Dashboard results are available to AM/RM/BM/TFH/DH 7 © 2014 QUAD ONE | WWW.QUADONE.COM | CONFIDENTIAL Reports • • • • • 8 Proposal reports Brands reports Services reports Credit notes reports Ageing reports © 2014 QUAD ONE | WWW.QUADONE.COM | CONFIDENTIAL IETS Mobile • IETS dashboard is also available on android tablets and mobiles. • Initial authentication is required to sign in to the application. • Once authenticated depending upon the user role data is synced in to the application. • IETS Mobile is a valuable tool for PMT and Senior Management to understand market dynamics and view expenses brand-wise & initiative-wise. 9 © 2014 QUAD ONE | WWW.QUADONE.COM | CONFIDENTIAL Advantages • IETS is an integrated expense tracking system handful for Pharma sales and marketing to constantly monitor marketing campaigns and understand their effectiveness. • IETS is a powerful data rendering tool for senior management to analyze expenses incurred by the company on brands and customers. • IETS is a flexible application which can be integrated with databases like SAP and third party systems to obtain master data. • IETS application reduces the manual effort of the companies in tracking the expenses incurred, all the expenses are tracked online and can be accessed at any point of time. • Role based security of the application make it a very reliable tool for the expenses tracking. • IETS Mobile puts this data and dashboards in every executive’s hand, enabling him to take informed decisions on the field. 10 © 2014 QUAD ONE | WWW.QUADONE.COM | CONFIDENTIAL About Quad One • Quad One is a 13 year old Life sciences technology company based out of Hyderabad, INDIA. • Quad One provides IT products and services in the Pharma, Health Care and eCommerce segments • Quad One’s proprietary software - eDoctor is a web-based scheduling / rostering system for hospitals and clinics • Quad One’s leading pharmaceutical product – Clinion™ is an EDC and a CDM software being used by some of India’s largest CROs • Quad One is expertise in Digital marketing and SEO services. • Quad One is a leading mobile App provider in different platforms like Android Windows IOS • Quad One has leading Pharma and Healthcare companies in India as its clients including – Dr. Reddy’s, Apollo Hospitals, Max Neeman and Narayana Hrudayalaya 11 © 2014 QUAD ONE | WWW.QUADONE.COM | CONFIDENTIAL Thank you Paleti Sainath Business Analyst sainath.paleti@quadone.com 12 © 2014 QUAD ONE | WWW.QUADONE.COM | CONFIDENTIAL