By TriVium Systems

Maximizes the return on your telecom equipment investment

1
Contents
Section
1. Introduction
2. End User Benefits
3. Target Markets & Customers
4. Why Sell CallAnalyst?
5. Product & Maintenance
6. Reports
7. Call to Action

2
 Section 1
Introduction
 What is CallAnalyst?
Business
Call Accounting Call Management
Productivity Tools
Lite / Full (Standalone) Network Access Enterprise

Network Server

Award winning software

Easy-to-use, graphically oriented software package
Transforms phone systems into a Business Intelligence platform
Scalable solution Handles multi-site & remote implementations
Quick sale, Easy to install, Quick ROI

4
 CallAnalyst - Scalable Product Line
Verticals
Assisted Living Real Estate Non-profits Insurance Manufacturing Collections
Education Healthcare Retail Finance Govt. Automotive Legal

Enterprise Server
Products

CallAnalyst
Classic Editions
Full Network Version

Lite
25 100 250

Ports (Extensions)
5
CallAnalyst Solution Matrix
Single Site Single Site Single Site Multiple Sites
Application
All of the following: Any of the following: Any of the following: Any of the following:
Profile
Limited to nine (9) All reports All reports Multi location with remote
summary reports Automation Automation sites and data
No Automation consolidation
Contact Billing Contact Billing
No Contact Billing Heterogeneous phone
Option for Option for system models
No Desktop Network Clients Network Clients
Report Access with Desktop with Desktop Networked phone
Report Access Report Access systems
Less than 40K
Calls / month Avg. Centralized reporting
(up to 120K call And And Traffic Analysis (optional)
records in And
database at any Less than 40K More than 40 K calls/
time) Calls / month Avg. month (total Call More than 40 K calls/
(up to 120K call Records in month (total Call
records in database may Records in database
database at any exceed 120K) may exceed 120K)
time) Microsoft Database MS SQL Server 2000
Engine (MSDE
2000) OR MS
SQL Server 2000

Software CallAnalyst Lite

CallAnalyst Full / CallAnalyst CallAnalyst Enterprise
Package Network Enterprise Server Server

6
CallAnalyst Lite
Nine (9) Summary reports

CallAnalyst Full and Network

All reports
Report Automation (send reports by e-mail)
Call Costing
Graphical reports
Access to CallAnalyst reports via the Network
Contact management & Time billing

7
CallAnalyst Full & Network Version
Run CallAnalyst from the
convenience of your own
workstation CallAnalyst Full PBX / KTS
(Network License)
More than one user for the
with Network Clients
program enabled using one or
more Network Clients (NC)
*1
Recommended where call
volumes are higher.
Load sharing between server
& client PCs
Flexible call costing Zone & *1 - Serial connection (RS 232) or
Prefix based billing with TCP/IP LAN connection (future)
incremental costing options
Company Directory Multi-
Level

8
Call Reporting
CallAnalyst Lite CallAnalyst Full and
Limited reports. Only 9 reports CallAnalyst Enterprise
All reports under these categories
Date and Time are available
Summary Calling by Day
Summary Calling by Hour-of-day by Standard Reports
Day-of-week
Date and Time
Line and Extension
Line and Extension
Summary Calling by Extensions
Route and Tenant
Summary Calling by Lines
Summary of Call Distribution by Account Codes
Extensions Frequency and Duration
Account Codes Trunk Type and Carrier
Summary Calling by Account Code Geographic
Summary Calling by Tenant/ Other
Authorization Codes by Calls
Advanced Reports
Frequency and Duration
ANI & DNIS
Most Frequently Called Numbers
Contact
Geographic
Summary Calling by Area Codes

9
 CallAnalyst Enterprise Server
Multi-Site remote monitoring
Capability
Handles heterogeneous
switches
Connects to variety of
switches
Real-time connectivity with
remote sites
Centralized Data Storage
Multi-Level Site Directory
Scalable Solution with
Standards Based
Implementation
Relational Database
(SQL server or MSDE)
ODBC compliant
Robust Architecture & Great
Performance
Multi-Tasking & Process
Oriented
Broadcast Alerts!
Advanced Contact
Management
Centralized backend for all
modules
Single point of maintenance
Flexible costing module
Unlimited zoning & Rate
Plans
Crystal 9.0 reporting engine
10
CallAnalyst Enterprise Server

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 Multi-Site Functionality

Multiple sites
Consolidated reporting
Centralized Data Management
Automation Archival & Restoration of data
Data recovery - Secure storage on network
location, ftp server
Email archived data to central location
Support for multiple rate plans

12
System Requirements
CallAnalyst Lite & Full
PC with Pentium III Processor
512 MB RAM
2 GB of free hard drive space
Recommended SVGA 1024 X 768
Windows 98/Me, NT-SP 6 or later, 2000, XP
Professional
CD-ROM drive (if using CD for installation)
Available serial port and RS-232 cable
if data source is a serial connection to PBX
Printer
to print reports
Internet Explorer 5.0 or later

13
System Requirements
CallAnalyst Enterprise Server*
Pentium 4 class CPU
512 MB RAM
Microsoft Windows (NT-SP 6, 2000, XP, 2003 server)
Database (one of the following)
Microsoft SQL Server 2000
Microsoft Desktop Engine for SQL 2000 (MSDE is provided on the UCE application CD)
Memory 512 MB Minimum
Free Hard Disk Space 2 GB (for database)
Communication
TCP/IP LAN connection with RJ45 cable
Serial port and RS-232 cable (if data source is a serial connection to PBX)
Lantronix serial adapter for LAN (remote site data connection over TCP/IP)
Display - SVGA 1024 X 768
CD-ROM drive (if using CD for installation)
Network Interface Card (NIC)
Printer
Browser
Internet Explorer 5.5 or later
Email Client - Outlook 2000; Outlook Express

* Recommendations may change based on the configuration and software requirements

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Collecting SMDR Data
Aspire,,
Direct Serial to PC Com Port (RS-232)
TCP/IP to LAN
I-series
Direct Serial to PC Com Port (RS-232)
Serial to 3rd party serial to IP converter OR
Serial to PC with MSR Client
DS-series
Direct Serial to PC Com Port (RS-232)
Serial to 3rd party serial to IP converter OR
Serial to PC with MSR Client

15
 Multi Site Installation
of Enterprise Server
Site 1 Site 2 Site 3 Site 4

Serial
Serial Serial

TCP/IP
(SPE Card)
Lantronix
PC with Thin Client

LAN / WAN

CallAnalyst Enterprise Server

with MSDE or SQL 2000 CallAnalyst Clients

16
 Section 2
End User Benefits
Ken Barron, Vice President
Barron Communications

"We've sold more TriVium CallAnalyst systems than any

other call accounting system and we've done no true
advertising. For the customer who has had problems
gathering information in the past, this is a natural. It's
so easy to use and simple to install.

Our customers are delighted with CallAnalyst and the

features it offers. One customer with 50 employees is
thrilled employees can receive reports via e-mail. In
fact, five different businesses share the resource,
which is cost-effective for them."

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End User Benefits
Flexible Call Reporting extensive filters
Tracks and analyses calls (IN/OUT; Network)
Increases sales performance and productivity
Enables better Planning & Budgeting
Cost recovery; Telecom expense distribution
Ensures timely 3rd party billing
Improves resource planning
Traffic analysis
Trend studies; Call patterns for staffing
Measures success of marketing campaigns
Enhances Security

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Flexible Call Reporting

Define reporting parameters

hourly, daily, weekly
Set reports to run
automatically
email to the appropriate
manager or rep

Easily separate inbound and

outbound statistics

Set up customized rate plans

Run reports on individual

extensions or groups

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Tracks Calls
Track in-bound and out-
bound call patterns
Adjust resources according
to call patterns
Monitor Call Traffic
By Date & Time
By Agent
By Workgroup
By Type
By Carrier
Identify abandoned calls

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Improves Agent Productivity
Generate Daily Call
reports for Agents
Correlate phone activity
with Performance & Goals
Balance Sales Resources
Optimize Loading for
improved efficiency
Email reports to Agents
and Managers

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Enables Better Planning &
Budgeting
Ensure complete and
timely billing for shared
resources
Improve cash flow
through timely invoices
Quickly calculate usage by
client, tenant or partner
Flexible on-demand billing
Do not wait for the end of
the month phone
company bills to
determine usage
Consolidate reporting
information
Schedule billing

23
Improves Resource Planning
Reduce guesswork about sales activities
Base resource requirement decisions on real data
Manage Trunk usage and Balance Loads
Renegotiate terms and lines with the phone company based on
actual usage patterns
Measure activity on toll free numbers

24
Evaluate Marketing Campaigns
Evaluate effectiveness
of campaigns
By region
By group
Compare campaign
effectiveness

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Enhances Security
Detect abusive phone activity
Avoid potential liability by
tracking questionable
inbound and outbound calls
Speed up emergency
response through local
alerts

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 Section 3
Target Markets & Customers
Fast Growing Market
Call Accounting is one of the basic needs
Feedback tool that enables better management
ROI calculation for VoIP installations
Networked Systems
Looking for improving return on investment on their
systems
Managing remote phone systems
Cost distribution to branch offices for services
Traffic analysis and trend studies
Great low cost alternative to ACD type reporting
needs

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 Growing Segments - Verticals
Call Management is an important Performance Management and
cost recovery tool
Large untapped base of phone system installations

Executive Suites Services

Shared Tenanting; Assisted Mortgage
living Insurance
Government Real Estate
Education Travel and Entertainment
Healthcare Hotel, Motel, Ticketing
Auto Dealers Recruiting
Retail Tele-sales and Marketing
Legal Call Centers
Accounting

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Decision Makers
Finance Managers
Planning & Budgeting for Infrastructure
Sales & Customer Service Managers
Agent Productivity
Marketing Managers
Campaign Effectiveness
IT Managers
Planning, Sizing & Support, Security
Training Managers
Training Effectiveness

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 Section 4
Why Sell CallAnalyst?
Dealer Benefits
Luke Vossen
CDS Telco

"Not only do we like the CallAnalyst product but we won't

sell any other call accounting software but CallAnalyst!
Their competitors don't perform and meet our stringent
customer needs. Our customers are very pleased with
the results.

It's easy to load and operate. The easy to use menu,

simple layout, and setup features are the most talked
about features from our internal staff and our customers.

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Why Sell CallAnalyst?
Breadth of solutions
Increased sales with minimal effort
Established product
Need for solutions
Quick return on investment
For both customers & dealers
Makes you more competitive
Attractive dealer program
NEC Dealer incentives
Good Sales and Support tools

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Increased sales with minimal effort
Adds value to your phone system sales
High margin add on product
Revenue from
Selling CallAnalyst software
Maintenance/Support services
Minimal incremental sales efforts result in
increased sales
Attractive margins add to bottom line

34
Product Overview
Proven customer base
Simple to demonstrate, sell and promote
Product is easy to install and support
Installation: as easy as 1-2-3
Connect Phone system to PC (serial port or TCP/IP) and
enable the SMDR port
Install & Configure CallAnalyst easy and quick process
Run the program
Great low cost alternative to ACD type reporting
needs
Match customer needs
Great solution at an affordable price
Additional Security - FraudAlert!

35
Customers looking for solutions
in addition to phone systems
Customer expectations are changing
Earlier applications
Used to be Voice mail, some cases ACD, IVR
Wants more value added software
Call Management, Call Tracking
Customer Relationship Management
Changes quality of sale and relationship
with customer
Dealer seen as solution provider

36
Provides Quick Returns

Simple sale as an add-on to the Phone

System
Immediate License Revenues
CallAnalyst Support Services generate
additional revenues
Installation, Configuration, Training, Support
Larger Margins for Invested Time

37
Product Training & Sales Tools
Regular product webinars (TriVium)
Free technical training for technicians
Free sales training for dealers
NEC Partner Portals
Pricing information
Sales tools
various media: Web, Electronic, Hard copy
Flash Product Demo:
Explains the benefits and usage scenario for customers
Collaterals:
Product brochures;Testimonials;Case studies
Verticals Usage & Benefits
Sample reports
Demo & promotional versions of Ultra CallAnalyst
Can be downloaded from dealer portal
21-day free trial

38
CallAnalyst Sales Process Guide
Uncover the opportunity
Consolidated reporting
Statistical reporting on station/agents, lines, account activity
Traffic analysis
Call costing
Others
Identify site details & requirements
Number of sites
Call volume per month
Total number of extensions
Connectivity between sites
LAN,WAN, Remote dial-up
Match Solution
Order product from NEC

39
CallAnalyst Enterprise Server -
Solution Matching
Questions to ask:
How many locations or switches need to be monitored?
How many extensions in total (all sites together), need to be
monitored?
What connectivity exists at remote locations to the central
site/hub and between locations?
Is there a need to cost the calls?
Zone based cost calculations or complex/multiple rate
plans
Is there a need for consolidated reporting / costing?
Is there a need for individuals at each remote site to view
and generate reports ?
How many users will concurrently need to generate on-
demand reports?

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 Section 5
Product & Maintenance
Product Licensing
CallAnalyst products are purchased directly from NEC
Product Components licensed and priced individually
CallAnalyst
Lite
Full (Stand-alone Version)
Full (Network Version with one (1) client access)
Additional Network Client license available
Upgrade from Lite to Full license available
CallAnalyst is licensed by Switch and User
A license for CallAnalyst is required for every switch you
want to report on
A user license is required for each concurrent user of the
CallAnalyst Client software components
CallAnalyst Enterprise Server
Server software installed on a PC at the main site
Licensing based on the number of phone systems
And total number of extensions to be tracked

42
Platform Availability
Phone System CallAnalyst
Options
Ultra Business Sales Division Lite
Aspire; Full Standalone Version
i-Series; Full Network Version
DS-Series Business Network Clients
Upgrade form Lite to Full
Enterprise Server

43
Section 6
Reports
Kurt Anderson, Network System Analyst
One Core Financial Network

"We had found some products that did bits and pieces of
analysis, but nothing that pulled the data together like
CallAnalyst does.

It's one of those products that just sits there and does what
it's supposed to do. Installation was a piece of cake. I
popped in the disk and let it go. I believe we are getting
plenty of horsepower for the price."

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Reports

Over 100 reports

Schedule Report Generation
Email Reports to Users Automatically
Generate Custom Reports

46
Common Reports

Date and Time

Detailed calling by day
Summary calling by day
Summary calling by hour of the day, by day of the week
Line usage by minute of day by day of the week
Line and Extension
Detailed calling by extensions
Summary calling by lines
Detailed calling cost by extension
Detailed calling with Location & CLID/Line Name
Frequency
Most frequently called numbers
Longest called numbers
Most expensive calls
Geographic
Summary calling by area codes
United States calling distribution (U.S. map)

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 Section 7
Conclusion
 Call to Action

Sell CallAnalyst with every new phone

system
Offer CallAnalyst bundled with Networked
Systems
Go after your installed base

49
 Thank You

By TriVium Systems

Maximizes the return on your telecom investment

50
 Section 8-A
Backup Slides on Reports
List of Standard Reports (1)
Date and Time
Detailed Calling by Day
Summary calling by day **
Summary calling by day-of-week by day
Summary calling by hour-of-day by day
Summary calling by hour-of-day by day-of-
week **
Summary calling by half-hour by day-of-week
Line usage by hour-of-day by day-of-week
Line usage by minute-of-day by day-of-week
** Reports available with CallAnalyst Lite
Line and Extension
Detailed calling by extensions
Summary calling by extensions **
Detailed calling by lines
Summary calling by lines **
Detailed calling cost by extensions
Detailed calling with location and contact name
Detailed calling with location and caller id/line
name
Summary of call distribution by extensions **
Summary calling by extensions by day-of-week
Summary calling by extensions by hour-of-day
Summary calling by hour-of-day by extensions
52
List of Standard Reports (2)
Route and Tenant
Detailed calling by routes by hour-of-day
Summary calling by routes
Summary calling by routes by day-of-week
Summary calling by routes by hour-of-day
** Reports available with CallAnalyst Lite
Account Codes
Detailed calling by account codes
Summary calling by account codes **
Summary calling by account code by calls
Summary calling by account code by duration
Detailed calling by tenant/authorization codes
Summary calling by tenant/authorization codes
Summary calling by tenant/authorization code by
calls **
Summary calling by tenant/authorization code by
duration
53
List of Standard Reports (3)

Frequency and Duration Trunk Type and Carrier

Most frequently called numbers **
Longest called numbers
Most expensive calls
Summary-short calls by lines
Detailed hold-ring duration by day
Detailed hold/ring duration by extension by day
Summary-average hold/ring duration by extension
by day
Detailed calling by trunk types by hour-of-day
Summary calling by trunk types
Summary calling by carrier by day
Summary calling by trunk type by day-of-week
Summary calling by trunk type by hour-of-day

** Reports available with CallAnalyst Lite

54
List of Standard Reports (4)

Geographic Other
Detailed calling by are codes Contact list
Summary calling by area codes ** Unassigned (Extension) phone numbers
United States calling distribution Rate plan by zone
Detailed calling by country codes Rate plan by country
Summary calling by country codes
Detailed calling by country codes by extensions
Detailed calling by area code by day
Detailed calling by country code by extension
groups

** Reports available with CallAnalyst Lite

55
 List of Advanced Reports (1)
Auto Attendant & V-Mail
(not available)
ANI & DNIS
Detailed call view by DNIS
Summary call view by DNIS by Day
Summary call view by ANI by day
Call Party
Detailed calling by call-party extensions
Summary calling by call-party extensions
Detailed calling by remote call-party
Agents & Workgroups
Contact
Time billing by contact
Time billing for all contacts
Detailed calling by contacts
Detailed calling by cost by contact by country code
Summary calling by contacts
Detailed calling by company
Detailed calling cost by company by country code
Summary calling by company
56
Additional CallAnalyst Enterprise Reports (1)

Line and Extension Account Code

Detailed calling cost by Extension by Zones Detailed calling cost by Account Code by Zone
Summary calling by Day by Extension Detailed calling cost by Tenant/ Authorization
Detailed calling cost by Lines by Zones Code by Zone
Detailed calling cost with Contact Name and
Location by Zone Trunk Type and Carrier
Busy trunk summary by trunk type by day-of-week
Route and Tenant
Summary calling by Tenant Other Standard Reports
Busy trunk summary by routes by day-of-week Detailed call List
Summary calling by Agent/ call party tenant Wireless call by user
Wireless calls by billing account

57
Additional CallAnalyst Enterprise Reports (2)
Auto Attendant & Voice Mail
Summary calling by Auto Attendant by Day
Summary of party voice spill-over by Workgroup
ANI & DNIS
Detailed call view by party workgroup by DNIS
Agents and Workgroups
Summary of Agent Workgroup call patterns
Detailed Workgroup call view by Agent
Service Pattern by Workgroup by hour-of-day
Summary of Agent call view by Workgroup
Summary of Agent activity by Day
Summary of Queued Calls by hour-of-day by day-
of-week
Summary of scores by Agent by Workgroup
Summary of Service Level by Workgroup by hour-
of-day
58
Additional CallAnalyst Enterprise Reports (3)

Call Party Client

Detail calling by call party extension Time Billing by Client
Summary calling by call party extension Detailed calling by Client
Detailed calling by remote call-party Summary calling for Client

Web Calls
(not available)

Zone
Detailed calling by Zones
Summary calling by Zones

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 Section 8-B
Backup Slides of Screen Shots
Sample CallAnalyst Screen Shots

Easy Report Setup

Click on Reports for the list of possible reports ( first screen on the left).
Click on Criteria to set the criteria for the report you want to run.
Criteria includes dates, times, specific extensions, groups or lines.
You can also choose previously stored report templates.
Choose Select to choose the extensions or groups you would like to report on.

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Sample CallAnalyst Screen Shots

Master List of Extensions, Lines and Account Codes

These are assigned to Groups and Departments

TheMaster Extension List (on the right)

is used to assign names to extensions.

You should enter all of extensions and

names before assigning them to groups
or departments.

After all names and extensions are

created, give the list a group or
department name.

62
Sample CallAnalyst Screen Shots

Quick view of All Calls

Use the All Calls button to quickly access all inbound and outbound
traffic data for all phones
Clicking the Refresh button gives you up-to-the minute data
Order the data by any column

63
Sample CallAnalyst Screen Shots

Graphical Reports

In addition to text-based reports, CallAnalyst provides graphical reports

64
Sample CallAnalyst Screen Shots

Cost Analysis and Billing

Create both costing and billing reports.

Costing reports are used internally to find out how much one is spending on rated calls
Billing reports are used to generate an invoice or a bill for the customer
Set "per call" surcharges and "per report" surcharges.
Supports prefixed or zone-based billing.
For tenants sharing phone resources, separate call records per tenant.

65
Sample CallAnalyst Screen Shots

Importing/Storing Call Data Records (CDR/SMDR)

Store your Call Data Records (CDR/SMDR) on your

hard drive for historical or trending purposes.

Accurately forecast resource needs or identify

significant trends that affect your business.

66
Sample CallAnalyst Screen Shots

Automation of reports and Archiving data for backup

Automate the report generation process

Send the report to an email address, printer or a file

Archive and restore data

67
 Section 9-A
Backup Slides on Product
Introduction
Examples of SMDR Collection

Direct Serial to PC Com Port (RS-232)

Serial RS232 cable

(usually DB9 Male to DB9 Female)

PC Running CES
or
MSR Thin Client

69
 Examples of SMDR Collection

Serial to Lantronix (3rd party Serial to IP converter)

RS 232 (DB9 Male to DB25 Male) Cable

PC Running CES

Note: When using the Lantronix Device a Null

Modem Cable or Adapter must be used.
RJ-45 Ethernet Cables
LAN/WAN

70
Examples of SMDR Collection

TCP/IP; SPE( ) U10 ETU (LAN)

For Serial from SPE refer to Direct Serial to PC Com Port (RS-232) Slide

PC Running CES

LAN/WAN

71
Examples of Server Software &
Database Installations
Single PC/Server Installation

Single PC with MDSE / CES / Call Alert Installed

73
Single PC/Server Installation

Single PC with SQL 2000 / CES / Call Alert Installed

74
 Multiple PC/Server Installation

PC with CES / CallAlert Installed Server with MSDE Installed

LAN /WAN

PC with CES / CallAlert Installed Server with SQL 2000 Installed

LAN / WAN

75
Examples of Network Configurations
for CallAnalyst Enterprise Server
Single Site Installation

PC/Server with the following

Serial Cable installed:
SQL 2000 or MSDE
CallAnalyst
Call Alert

77
Single Site/Single Network Client
Installation
PC with the following
installed:
CallAnalyst Client
CallAlert Installed (optional)
Note: If MSDE is used for the
Database only 5 Network Clients
are allowed.

Serial Cable

PC/Server with the following

installed:
SQL 2000 or MSDE
CallAnalyst
CallAlert

LAN / WAN

78
 Multi Site Installation

Site 1 Site 2 Site 3 Site 4

Serial
Serial Serial

TCP/IP
PC with Thin Client (SPE Card)

Lantronix

LAN / WAN

CallAnalyst Enterprise Server

with MSDE or SQL 2000 CallAnalyst Clients

79
Thank You