JTO Phase-II Common (CFA/CM/DNIT) EB Portal Overview PDF

JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 7 EB PORTAL OVERVIEW 7.1 LEARNING OBJECTIVE After completion of this lesson ,the trainees will be able to understand about different modules in EB portal. 7.2 INTRODUCTION Ent...

JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 7 EB PORTAL OVERVIEW 7.1 LEARNING OBJECTIVE After completion of this lesson ,the trainees will be able to understand about different modules in EB portal. 7.2 INTRODUCTION Enterprise Customers contribute large revenue, consume large number of services from telecom segment and they constitute highly demanding customers. It's core business for any telecom company to have niche market where quality and delivery of services along with competitive pricing. BSNL will be able to improve its bottom line by capturing this segment where revenues are substantially higher. BSNL being traditional player and has huge customer base, Enterprise Customer demands and subscribes to various services offered by BSNL on PAN India basis. Enterprise customers can subscribe to different services like as per Line of Business (LOB) like Wire- line, Broadband on Wire-line, Wire-less (GSM – 2G/3G, CDMA, Wi-Max, Data Cards ,Blackberry services), Data services (Leased lines, MLLN, MPLS-VPN, Internet Leased Line, VPNoBB, VSAT), etc. BSNL should strive to provide rich customer experience by exploiting available IT infrastructure. Enterprise Business Solution provides a single instance of software package for serving BSNL Enterprise customers on PAN India basis. The IT support system for BSNL‘s Enterprise customers will meet various functionalities like Customer Relationship Management (CRM), Lead/Opportunity Management, Sales Funnel Management, Quote Management, Incentive Management, Project tracking of Enterprise Customer, Marketing, Service Delivery/Service Assurance support, ,revenue monitoring, performance monitoring and Single Bill to customers etc. The Enterprise Portal is a replacement of the current Excel based Reporting where the current software is used enter the lead, Opportunity Data, generate Quotation, Service Orders and also keep track of the stages an opportunities are. The Enterprise Portal will utilize the user and unit-id information stored in the database to limit the access to the information available for that user retaining the security and accessibility at various levels. a.Purpose: It is a single instance unified software package for serving BSNL Enterprise Customer on PAN India basis b.Scope: Provide access to IT infra of BSNL through integration with various IT systems and knowledge Management system, Enterprise Portal and communication & collaboration. Profiling of existing customers to give 360 view and monitoring performance, revenue. Provide KPI and sales channel Management. Ability to identify the business lead based on customer profile and services. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 61 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 9. Architecture 7.3 BRIEF DESCRIPTIONS Enterprise Business Solution provides a unified solution consisting of all business verticals and functional requirements. It consists of the following basic modules as a proposed solution: 7.3.1 LEAD GENERATION Stage 1: Generation of the lead: Lead can be booked/ originated by Customer or by EB team. Different Channels for booking Lead are available like SMS, Call Center, Website, CSC, etc Stage 2: Submission of proposal to customer: Routing of Leads to appropriate circle node, assigning specific circle EB team as the nodal Agency in case customer demands span more than one circle. System to allow circle to access offers based on delegation and feasibility in Network elements and similar info like market intelligence. System allows circles to share, record retrieve different tariffs offered and revenue generated on need to know basis. Stage 3: Price negotiation: Price negotiation with the customer. Provide iteration and price variation, Online Quote Management Online File Movement (no Paperwork). Quotations forwarded to JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 62 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview different levels Online. Online Approvals by Concerned Committee at SSA, circle, Corporate Office. Final Quote to the customer. Stage 4: Orders booked: Prepare the SLA, objections / correction online. Final Order/SLA, Documents, agreements. Stage 5: Order Finalized 7.3.2 PROVISIONING: Nodal EB Unit Shall Generate Demand Note for Matured Lead. Nodal EB unit shall receive the payment and make the payment at CSC/Cash Counter or this may be a online payment. Once the lead is booked it will be pushed to respective CRM for LL/BB/GSM/Leased Line, etc. Provisioning is handled by Native Provisioning System. The status of the lead is monitored by respective EB units as well as corporate office. This requires process reengineering to ensure that EB can take business decision and get it implemented. Payment and its accounting can be Simplified. Payments are transferred to respective units before work order is generated. System also has limitation like onetime payments linked to provision and activation need to be made flexible. 7.3.3 BILLING AND PAYMENT: Electronic stapling of bills (Verticals Only). Online Payment of bill. Option to Pay as Single Bill or individual Bills. Reports On usage /bills/cost, etc. 7.3.4 ONLINE TROUBLE TICKETING: Customer can register a complaint online. View the status of complaint. System has to transfer these docket native CRM / FRS or complaint manager existing for each service. Automatic escalation of dockets in case failure to resolve complaint to customer satisfaction.  Reporting and MONITORING: Online Monitoring of Service status. Assurance of SLA. Online Monitoring of Revenues Generated By EB team  EB Contact References: Escalation Matrix from customer and BSNL.  DOCUMENT MANAGEMENT SYSTEM: Repository of agreements, tariffs Source of technical documents. 7.3.5 INFORMATION STORAGE  EB Portal Stores information about users, units, leads, opportunities, companies in a database. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 63 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview  Track changes to lead/opportunity and company information, who made the changes and when it was made.  Updates opportunity data generated on weekly basis for generation of various reports, for example sales funnel report.  Stores documents like contracts, MOU‘s and other information in database.  Stores information on Companies and Users. 7.3.6 REPORTING  Visually display out reports of information in spreadsheet (.xls) format and saved to a file or to be printed. 7.4 AUTHORIZED USE PERMISSION Any unauthorized use of this application without the consent of BSNL is prohibited. Any unauthorized usage of the system and making unauthorized copies of data, software, reports, and documents are also prohibited. 7.5 AUDIENCE DESCRIPTION The Enterprise Portal is only to be use by an authorized user of Enterprise Business Team members. The Enterprise Portal will utilize the HRMS and employee information stored in the database to map the user to a unit and also to keep track of various activities of the individual user including tasks, contacts and opportunity management activities. 7.6 LIST OF USER INTERFACES  Dashboard Dashboard provides an easy access and interactive view of various pending tasks, reports, statistics and graphs related to the opportunity management and reports.  User Menu Contains Submenus to access various pages of EB Portal  Corporate - Sales  Email - SMS  Team Management  Lead Management  Quotation Management JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 64 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview  Customer Management  Manage Accounts  Reports-Sales  Help Desk  Tasks Can View various tasks and their status. Allows creating a new Project, Task and edit them.  Profile Can view one‘s own profile information and edit password and other editable user information  Header Bar Menus User can interact with various dropdown menus to access Mail, Tasks and other features. 7.7 GETTING STARTED Logging On Figure : 10. Login window Enterprise Portal is a web based application which can be accessed by navigating to http://ebportal.bsnl.co.in. A registered user can login to the Enterprise Portal with his Username (HRMS)/Password and by verifying the Captcha provided and click "Login." The system will transition to a screen with various menu options and Dashboard page being open. After the user logs on to the system, the user can proceed to the specific activity. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 65 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview The Menu Items visible are variable depending on the type of User, his role and privileges based on which he can or cannot access a menu item. Figure : 11. Menu Item 7.8 SYSTEM MENU 7.8.1 DASHBOARD: Dashboard provides an easy access and interactive view of various pending tasks, reports, statistics and graphs related to the opportunity management and reports. 7.8.2 CORPORATE SALES: Corporate Sales Module provides the reports required for the Corporate User. 7.8.3 TEAM MANAGEMENT: Team Management allows the Administrator to create and manage EB users, where each user is created by mapping his HRMS, unit working, reporting officer and SSA/Circle Information. Each user is identified by a UserID and UnitID. The Administrator grants the authorizations, Access type, Type of User (Sales,CRM,Accounts,Admin e.t.c) while creating the user. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 66 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 7.8.4 LEAD MANAGEMENT: Lead Management Module allows creation and management of leads, Opportunities, Quotations and Service Orders for the logged User. The user can  Create a new lead.  Convert the leads to opportunities.  Change the stages of the individual opportunities. 7.8.5 QUOTATION MANAGEMENT:  Create Quotation and process them online for approval and offline ECT and send them by mail or print.  Convert the opportunity to sales order and route to the related third party Packages like CRM,TWARIT for further processing. 7.8.6 CUSTOMER MANAGEMENT : Customer Management allows a user to create a Company which may or may not have a lead/opportunity, manage the point of contact and other contact information and also arrange the companies in a hierarchical structure for easy access. If a company exists in the Enterprise Portal, the user will be provided with a auto suggest while searching for a company throughout the Enterprise Portal. 7.8.7 ACCOUNT MANAGEMENT : Account Management allows a user to manage the Account related information of the Company/ Customer in the Enterprise Portal. 7.8.8 REPORTS : The user can access and view various reports useful for the Enterprise Business User to access the various stages and performance metrics. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 67 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 7.9 DASHBOARD Figure : 12. Dashboard  The Dashboard is the first window that appears after the user logs in to the system, which shows various reports, activities and Tasks along with the user menu, which the user can directly interact with.  The user can now select any options and Menus available on the page JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 68 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 13. Sales Funnel Report 7.10 TEAM MANAGEMENT Allows to  Manage Users: Edit existing Users involving data, roles,reporting to and status.  User Details: Provides a comprehensive details of the EB Users available Pan India. Figure : 14. Team Management JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 69 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 7.10.1 MANAGE USER Figure : 15. Manage Users Manage User displays a tree structure hierarchy of users present in the logged in users Unit. A user can edit his information by clicking the Edit Button. This opens an ―Edit‖ Dialog where the user can edit the basic user information and save it into the backend. Figure : 16. Edit Record 7.10.2 USER DETAILS User Details Report gives the entire information of the Users based on the selection of EB Type and Circle, where complete list of Users (NAM, KAM,CRM and Admin) for the JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 70 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Circle/SSA is displayed so as to enable to users to contact their counterparts in other SSA/Circle for completion of the orders and feasibility. 7.11 LEAD MANAGEMENT 1. Create Opportunity/Lead: Create a stage 1 Lead. 2. Manage Zero Stage Lead: when clicked the table with Zero stage lead gets populated. Here you can convert the zero stage lead to opportunity. 3. Feasibility Management: Routes the required leads for feasibility verification. 4. Opportunities: Edit available Opportunities. 5. Sales Visit: Save Contract documents and maintain Contract durations of Services to companies. Figure : 17. Lead Management 7.11.1 CREATE OPPORTUNITY/LEAD A lead is created using this module, where the it is generated as a Zero Stage lead by entering the required information in the fields JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 71 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 18. Lead 1. Description of Lead: Enter description which allows a lead to be uniquely identified from the available leads. 2. Category : Select the service type that the Customer is interested in availing (Landline/ GSM e.t.c) 3. Priority: Select priority as High/Low or Normal (default). 4. Lead Source: Select the source of the lead available from the list. 5. Company Name: If existing customer, on entering 3 characters, the company name is populated along with NAM and current leads. Else saves the company name. Figure : 19. 6. Fill in the complete input fields that are marked as mandatory by * symbol and click on 7. When invalid data is entered or mandatory fields are left incomplete, the lead will not be saved and error message is displayed. 8. On Successful entry a message ―Lead has been Created Successfully‖ is displayed. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 72 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 7.11.2 MANAGE ZERO STAGE LEAD When a lead is created, it is placed initially in Zero-Stage, where only information pertaining to the Customer and Lead is collected. In order to process it further it has to be converted into Opportunity. A User has to use Manage Zero Stage Lead Module Figure : 20. Manage Zero Stage Lead 1. On selecting the Manage Zero Stage Lead Sub Menu, a list containing all the leads pertaining to the user which are in Zero Stage is displayed. 2. User can Edit the lead details and convert it into opportunity by ―Double clicking‖ the lead row. 3. Double clicking will open a ―Edit Lead Details‖ dialogue Box. 4. User can edit any of the available input fields. 5. User can add multiple services in this dialog box. 6. User can save changes to the Lead or Convert the Lead to Opportunity by clicking ―Convert To Opportunity‖ Button to open ―Convert to Opportunity‖ Dialog Box. 7. Opportunity Dialog Box is displayed preloaded with the selected Services, where the user can add multiple leads for a selected service. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 73 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 8. The User can select ―Check Feasibility‖ to ensure that the feasibility is verified before proceeding further to convert it into an opportunity. Figure : 21. Opportunity Dialog Box 9. Opportunity Dialog Box is displayed preloaded with the selected Services, where the user can add multiple leads for a selected service. 10. The User can select ―Check Feasibility‖ to ensure that the feasibility is verified before proceeding further to convert it into an opportunity. 11. User can also assign the lead to any other user by selecting the assigned user in ―Assigned To‖ List Box. 12. After editing the required fields, user clicks ―Convert to Opportunity‖ Button. 13. On successful save, ―Opportunity Saved Successfully‖ Message Box is displayed. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 74 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 7.11.3 FEASIBILITY MANAGEMENT Feasibility Management Module provides the user to interface with the Feasibility check before proceeding to convert a lead into Opportunity. A lead is routed to Feasibility check when the user checks the ‗Check Feasibility‘ Radio Button with Yes option in the ―Convert To Opportunity‖ Module. Figure : 22. Convert To Opportunity box The Lead/Opportunity cannot be moved to further stages till the Feasibility Check process is completed. 1. On clicking the Feasibility Management Link, the user is navigated to the Feasibility Module which displays  The ―Outward Feasibility Requests‖ to be initiated by the User tab which provides list of feasibility requests generated by the user and shows the feasibility status of each request.  The ―Inward Feasibility Requests‘ tab displays the Feasibility Requests to be processed by current user which are received from another Sales/CRM business units. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 75 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 23. Feasibility Requests window 2. Under ―Outward Feasibility Request‖ tab, Select request and double click to add / generate location wise feasibility request based on service and quantity. Generated feasibility table will display the list of generated requests with installation address along with status. Figure : 24. Opportunity Feasibility Request 3. Click on the ―Add Feasibility Request‖ button to initiate a feasibility request. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 76 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 25. Feasibility Request Form 4. Fill in the feasibility request by completing the required details like quantity, installation details and selecting the NAM/CRM of the circle and click ―Create Request‖ Button to initiate request. 5. On successful submission of Feasibility Request, the information is posted in the ―Inward Feasibility Requests‖ of the respective Sales/CRM user of the other end. Figure : 26. Opportunity Feasibility Request 6. On clicking the ―View‖ Button the user can view the Feasibility request and can act on the Feasibility check by providing the required remarks in the chat section provided along with status. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 77 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 7. Based on the inputs received from respective remote CRM/NAM, the user can take final decision by using ―No of Feasible Connections available‖ slider and by clicking the ―Confirm and Submit‖ button , the lead moves from Feasibility to Opportunity(This ends the Feasibility Life Cycle). Figure : 27. Company Details Window 7.11.4 OPPORTUNITIES Figure : 28. Manage Opportunity On selecting Lead Management -> Opportunities, 1. Available Opportunities of the user are displayed in a list. 2. If an opportunity is pending for feasibility, A notification is displayed to clear the feasibility first. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 78 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 3. User can edit the opportunity data by clicking the ―Edit‖ Button available at the bottom of the list. 4. On clicking the ―Edit‖ Button, ―Edit Records‖ Dialog is displayed, where the user can update the opportunity data. Figure : 29. Available Oppurtunities 5. User can update the Description, Quantity, Lead Status, and Last Visit Remarks and also fill up the Revenue values and save the data. 6. The Opportunity Stages can move from Stage 1 to Stage 4 and when the Opportunity is set to Stage- 4 , its marked as won and further changes to the Expected Revenue cannot be made. 7.11.5 SALES VISIT Sales Activity Visit allows the user to enter his Customer Calls and Customer Visits to Existing customers or New EB Customers. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 79 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 30. Sales Activity Report Form 1. User can save a Sales Activity (Customer Visit or Call to Customer) by selecting the type of customer (Existing or New). 2. Click ―Existing Customer‖ to add an activity to an existing customer. 3. On clicking, ―Add Activity‖ Dialog Box opens. Select the contact type as ―Visit to Customer ―or‖ Call to customer ―. Figure : 31. Add Activity Window 4. Enter the Company Name, Lead for which the contact was made, date and remarks and click on ―Add Activity to List‖. 5. The same can be done for a New Customer by clicking the new Customer. Figure : 32. Sales Activity Report Form 6. Click on the ‗Save Activity‘ to save the information in database. 7. An Activity can be deleted by clicking the Delete Activity before saving the activity. 8. All the entries made through this module are visible in consolidated from as a weekly report in Sales Activity Report. 7.12 QUOTATIONS 7.12.1 CREATE QUOTATIONS Quotation Menu initiates a Workflow to create a Quotation for an opportunity, approve the Quotation and Send or print them. You can create quotation for an existing Opportunity or you can directly create a quotation. If a quotation is created directly an opportunity of stage 2 is created. Click Quotation Management to see a menu similar to that shown in diagram. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 80 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 33. Quotation Management Navigate through: Quotation Management → Create Quotations. This will open ―create Quotations‖ Page as shown in diagram below: Figure : 34. Generate Quotation 1. Select the company for which the quotation has to be generated by entering few characters of the company name to activate auto suggest feature as shown in diagram below:- Figure : 35. Generate Quotation 2. Select the Company Name from the List and click ―Add New Item +‖ Button to add a Service Component to the Quotation List. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 81 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 3. In select service type field all the existing opportunities of the company along with list of new Opportunities starting with ―others‖ is displayed. 4. In service components field one from each option has to be selected compulsorily. 5. Select the Service Type, Service Components, Quantity, Remarks and click ―Confirm‖ to load the required details and cost of the Service Items as shown in figure 27 The user can change the offered price and click ―Add Item to List‖. This will add the Service Item to the Quotation. A User can add as many leads that are available to the Quotation as shown in figure 28. 6. Add the required Services that are to be included in the Quotation and Click on ―Save Quotation‖. A window as shown in Figure 29 appears showing that the Quotation is saved successfully. The window has tab which asks you to add Terms and Conditions for the Quotation. Figure : 36. Add New Item JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 82 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 37. Generate Quotation Figure : 38. Quotation Created Successfully Click ― Fix terms and conditions‖ to select the terms and conditions of a quotation. This opens Terms and conditions page as shown in figure 30 Select Terms and conditions accordingly and click submit. Then the quotation is saved with these terms and conditions. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 83 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 39. Terms and Conditions 7.12.2 QUOTATION PROCESSING All the Quotations that are created, Sent for approval, received, sent for ECT and approved are visible in the Quotation Processing Page as shown in the figure 31. Figure : 40. Generated Quotations 1. Generated Quotations are those Quotations that are created by the User and are not yet routed for Approval. 2. Click on ―View‖ to open the quotation for processing as shown in the figure 32 3. Select the list of Authorities (Forwarding / Approval) that are present by clicking on the names present. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 84 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 4. Enter the required Remarks / Covering notes that are available in the form of chat, where the comments of various users/Authorities are visible. 5. Click on ―Send for Approval‖ Button for further processing. Figure : 41. Quotations for Processing 6. Quotations Sent for Approval: When the work flow for Quotation Approval is initiated, the Quotations are visible at ―Sent for Approval(Self)‖ where the Quotation is identified by its process ID and displays the status. The green arrow shows to whom the corresponding quotation is routed to as shown in the figure 33. Figure : 42. Quotations Sent for Approval 7. Received Quotations (Others) : Quotations that are not prepared by the current user but are routed to the logged user by other user for approval are visible in this JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 85 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Tab. 8. Click ―View‖ on the quotation that you want to view to open the routed quotation as shown in the figure 34. Figure : 43. Routed Quotations 9. The user can add comments, which are visible at both the sides and either forward or reject the quotation pending any further details. 10. One can also reject the quotation with appropriate comments and then it is again routed backwards. It will again appear in the quotation table of the person from which it has come and is visible with red arrow in reverse direction. 11. At a level of DGM the Quotation can be sent for ECT Approval, where these Quotations are visible in ―Sent for ECT‖ Tab as shown in the figure 35. If ―Refer to ECT‖ tab is clicked then the Quotation still appears in the Received Quotations list of the concerned DGM but with flag ―Pending with ECT‖. When View tab is clicked then widow as per figure 36 appears. 12. When a Quotation is sent for ECT Then An ECT Approval form has to be filled up and printed.When the ―Generate ECT‖ tab is clicked the ECT proposal as shown in figure 37 appears. This form has to be filled and submit should be clicked for saving and print it later as per figure 38. The later process to approval is manual. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 86 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 44. Quotation Management Figure : 45. Quotation Workflow JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 87 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 46. Proposal for approval ECT JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 88 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 47. The proposal can be printed in a PDF form for the manual submission process to the ECT. The sample proposal PDF copy can be seen in the figure 41. After the approval of the ECT the concerned DGM can forward it to the GM for the final approval of the Quotation. The Quotation then appears in the received quotations list of the concerned GM. When view button is clicked then the quotation appears as shown in figure 39. If the approve button is clicked then the quotation is approved. This quotation the appears in the approved list of the person who has generated the quotation as shown in the figure 40. The approved quotation can be viewed and can be printed in PDF form as shown in figure 42. This can presented to the customer there after. Figure : 48. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 89 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 49. Figure : 50. Proposal Details JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 90 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 51. Quotation 7.13 CUSTOMER MANAGEMENT Customer Management Module provides the user to create and Manage the Customer information where all the related data of a Company, Its services, leads, Contacts, Documents , Agreements and its Telecom spend details are available. It Contains 1. Add Company (Main) : Allows user to add new company and its related information. 2. Manage Companies: Allows user to edit the existing company information. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 91 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 3. Manage Customers: Allows user to add or edit contact information, Brief, Telecom Spend, Documents of a company additional to the existing contact information. 4. Customers Report: Gives a report of Customers available PAN India. Figure : 52. Customer Management Figure : 53. 7.13.1 ADD COMPANY Add Company is a wizard based data entry form where the user is prompted to enter the Company Details in Step-1, Communication Details in Step-2 and confirms in Step-3. The data entered is validated at each stage and proceeds forward only if it confirms to the given rules, this created company once saved is then available for creation of Leads, Opportunities throughout the Application. Figure : 54. Add Company JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 92 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 1. Enter the required Company Details in Step-1 and Click ―Continue‖. While entering the company name, the application displays the existing company so as to avoid duplication of the Company Names. It is required that the Company Name entered is in its full form and is not existing. Figure : 55. 2. Selection of Parent Company is optional. If a branch is required to be set up, select the parent company. 3. Enter other information like Company Short Code, Vertical to which the company belongs to e.t.c 4. The application highlights the errors while moving from one stage to the next stage. Figure : 56. Company Details 5. Validations for the data entered and check for incomplete information and incorrect format is checked in each step to ensure that the data entered first time is complete and accurate JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 93 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 57. Communication Details 6. Enter the Communication Details of the primary Contact in Step-2 and click ―Continue‖. 7. Confirm the Details entered, you can go ―Back‖ to edit the details if found incorrect and click ―Submit‖ to save the data. 7.13.2 MANAGE COMPANIES Manage Companies displays the available companies in the Logged user Circle in the form of a Grid, where the user can view the basic information about the company and its contacts. The Company Grid is staggered in Parent Child relationship, where the child Company comes under the Parent Company. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 94 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 58. Manage Companies Window On double Clicking the Company Name, the user is directed to the Edit Company Wizard, where the user can make changes to the Company Information. 7.13.3 MANAGE CUSTOMERS Manage Customers allows the user to Add/Edit the Company Contact information, where the user can add multiple contact information to a Company along with the Primary Contact Information. 1. Navigate Customer Management -> Manage Customers. Figure : 59. Customer Information 2. Manage Customers Form Opens. Enter the company Full Name, on entering few characters, the available companies are displayed and the user can select the company from the list. Figure : 60. 3. Display shows multiple Tabs containing information about Address, Contacts, Brief , Telecom Spend, Accounts and Documents related. 4. On selecting the contacts, the list of contacts available for the selected company is displayed. 5. To add a new contact, select the Add Button below the company contacts Grid to open a new Dialog Box. Figure : 61. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 95 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 6. Enter the Name, Designation, Mobile, Phone Email Id along with the contact type (Primary, Administrative, Technical or Marketing) from the dropdown list and click on ―Submit‖ to save the new contact information into the company contacts database. 7. The user can also edit the existing Contact information by selecting the Row and clicking ―Edit‖button. After the required changes are done, he can press ―Submit‖ to save the changes made to the Company Contact information. 8. The user can also delete the invalid contact information by selecting the contact row and clicking ‗delete‖ Button. 9. Brief & Notes can be edited by double clicking on ―Edit Brief‖ which will be available for E.T.C Form. 10. Telecom Spend displays the various services that are offered by BSNL against the services taken by the Company and the Vendor. By clicking the Edit button, the user can update the telecom spend which gives a better over view of the usage of services by the Customer. 11. Accounts Tab displays the various Services taken by the Company, including the Account information, service information, plan and quantity. 7.13.4 CUSTOMERS REPORT Customers report gives the information of various companies present/ registered in the EB Portal , where the user can look specifically for companies based on the EB Type (Platinum/ Gold/ Silver/ Others ) and based on the Circle. 7.14 REPORTS The Reports Module comprises of Corporate-Sales and Sales-Reports. We are presenting the consolidated Reports from both the sections  National Sales Pipe Line  Sales Funnel  Sales Funnel (Pie Chart Pipeline Growth)  Sales Activity Report  Pipeline Growth-Targets  Movement Across SF  IDC report  Current week Opportunities  Stage Movement Report (R)  Stage Movement Report (C)  Product wise Report for Current week  Tender Negotiation  Stagnation Report JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 96 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 62. Report Modules 7.14.1 NATIONAL SALES PIPE LINE: It includes consolidated Information regarding : National Pipe Line Growth, Sale Funnel Bar Chart, Lead Moved/Dropped stage wise and Matured Lead Information. This Report helpful for Corporate Weekly EB platinum assessment. National Sales Pipeline JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 97 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 7.14.2 SALES FUNNEL: This report consists of last four weeks Sales Funnel information in tabular form / Bar chart form. Figure : 63. Sales Funnel 7.14.3 SALES FUNNEL PIE CHART: This report consists of last four weeks Sales Funnel information in Pie-chart form. Figure : 64. Sales Funnel Pie Chart JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 98 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 7.14.4 PIPE LINE GROWTH: This report consists of current week stage wise platinum circles growth information in pie-chart. Figure : 65. Pipe line Growth 7.14.5 SALES ACTIVITY REPORT: This report provides current week consolidated Sales Activity information of platinum units. Figure : 66. 7.14.6 PIPE LINE GROWTH TARGETS: This report provides platinum-circle wise targets / achievements on weekly / cumulative basis JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 99 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 67. Pipeline Growth Weekly Snapshots 7.14.7 MOVEMENT ACROSS SALES FUNNEL: This report provides stage movement / No movement of Sales funnel. It provides updation of lead status by lead owner and corporate users. Figure : 68. Movement Across Sales Funnel 7.14.8 IDC REPORTS: This report provides IDC business of platinum-circles in each stage. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 100 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 69. IDC Report JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 101 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 7.14.9 STAGE MOVEMENT REVENUE REPORT : Figure : 70. Stage Movement Revenue Report 7.14.10 STAGE MOVEMENT COUNT REPORT Figure : 71. Stage Movement Count Report JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 102 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 7.14.11 PRODUCT WISE REPORT FOR CURRENT WEEK Figure : 72. Product Wise Report for Current Week 7.14.12 TENDER/ NEGOTIATION Figure : 73. Tender/Negotiation window JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 103 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 7.14.13 STAGNATION REPORT Figure : 74. Stagnation Report 7.15 PROFILE Click on My profile tab on the drop down menu as shown figure –P1 to view the profile of the user which provide information like user working area, designation, mail ID and lead summary information stage wise Figure : 75. Profile Overview Window User can view / edit his profile under Accounts tab. User can edit the following fields as shown in fig 58. 1. Under personal info menu user can edit short name, about and e-mail ID. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 104 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview 2. Under change password menu user can change password. Figure : 76. Profile Account Window Under Projects tab, user can view projects assigned. Figure : 77. Profile Window 7.16 EMAIL/ SMS Allows user to send specific or bulk email and SMS to customers about changes or services. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 105 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 78. Email/SMS Window 1. User Clicks ―Email /SMS ― 2. Company Contact information is populated. 3. User can select the Company to which a mail or SMS is to be sent by checking the Company Name. 4. Select the Contact Type from the available list (Administrative, Technical, Marketing and Primary Contact) from the dropdown list. 5. Select the Action as ―Send Email‖, ―Send SMS‖, ―Add to Tasks‖ and ―Add to Contact‖ and click―Proceed‖. 6. The Contacts which are selected are added to the List. Enter the Message and click ―send‖ to send SMS or Mail to multiple customers Figure : 79. Email/SMS window 7.17 TASKS Tasks are useful to the user to plan and keep track of various activities that are to be performed by him. User can add a new task by clicking ―Add‖ button in the Tasks pane of Dashboard.The Tasks can be organized based on project by selecting the Project name from the More Dropdown Menu. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 106 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 80. Task Window 7.17.1 ADDING NEW TASK. Figure : 81. Create New Task 1. Enter the Name of the Task, its description and Due Date. 2. Select the Responsible Person which will be assigned to self by default, or can be any person in the team. 3. Select the Participants, who are members of the team. 4. Assign the Priority as ―Low‖, ‖Normal‖ or ―High‖ , Default being ―Normal‖. 5. Select the Project to which the task is being assigned. 6. User can also create a new project on the fly and assign a task at the same time. 7. Click on Submit to save the task which is updated in the Tasks of Dashboard. 7.18 WEB LEAD A user or a customer can create an online lead by filling up the Web Lead Form where he can specify the services required by furnishing the required information. 1. Navigate to ebportal/ WebUserSpace.jsp JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 107 of 329 For Restricted Circulation JTO Phase-II Common(CFA/CM/DNIT) EB Portal Overview Figure : 82. Web User Space 2. Fill in the Description, Company particulars, Contact Details. 3. Select the Category for which the Services are required. (Multiple Selections of services can be done). 4. Click on the ―Submit ― Button to Submit the details into the lead database. 5. A Mail is generated to the customer and the Area EB Sales user for further processing. Figure : 83. Web Lead 7.19 CONCLUSION In this lesson we have discussed about the EB Portal and its importance in Enterprise Business.Also this lesson clearly explains about the different modules of EB portal. JTO Ph-II Common (CFA/CM/DNIT) Version 1.0 Sep 2021 Page 108 of 329 For Restricted Circulation