Customer Details:
Name: Breakthru Beverage Group
|
Services |
In Scope/Required? |
|---|---|
| Financial / Program Management (Expense Management): | Yes |
| Is there a Savings Guarantee? | No |
| Lifecycle Management? | Yes |
| Cost Allocation? | |
| Are Employee Phone Line Assignments Required? | Yes |
| International Mobility Management? | |
| Bill Audit: | Yes |
| Ordering / Provisioning Management (Procurement): | Yes |
Procurement Bundles? |
|
| Forward and Reverse Logistics (Logistics): | Yes |
| End User Service Desk (Helpdesk): | Yes |
| Self Pay: | No |
| Bill Pay: | No |
| Endpoint Managed Services (Managed UEM): | Yes |
**Yellow indicates contracted service
Service Delivery Notes:
Customer Meeting Cadence: TDB
QBR Frequency: Platinum - Quarterly
vMOX Invoice
Monthly Invoicing Process:
3 reports:
- Executive Summary - This is the breakdown of the cost savings for the current month.
- Client Analysis Report - This is a breakdown of all costs for all accounts providing weighted and actual allocated charges.
- vMOX Invoice
EMAIL TO: Matthew Ashley mashley@breakthrubev.com
vMOX Invoice Only - email to ap-invoices@breakthrubev.com SEE ADDITIONAL NOTES FOR INVOICE SPECIFICS
Notes:
Instructions: [document anything weird here]
Carrier Invoice - NA
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Custom Allocation- NA
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RTMM- NA
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Custom Reporting- NA
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Custom Tasks- NA
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Wireless Analyst Notes:
ZZero Use:
Do not push zero use recommendations for Breakthru until 5/2025 per implementation requirements, but check with SDM first.
Feature Recommendations:
Optimization Notes/Pool Management:
Client Specific Rules/Policies:
Employee Data Details: **
Does customer provide a regular Employee Feed?
What is the Employee Feed format?
What is Employee Data Feed Frequency?
Is customer leveraging locations (sublocations) in Max-Ops?
Does the employee Feed provide any special feeds required to setup or support allocations? (If Yes, Add Details below)
Does the Employee Feed provide termination dates?
Will Employee File create One-Portal Users?
Employee File Sample:
Allocation Details: **
Is customer using the standard allocation format (client analysis report) or a custom? (If custom, list report name below)?
What is the Cost Center/GL Coding format?
What is the preferred process for unidentified lines?
What are the default Cost Centers/GL Coding?
When will allocation report be provided to customer? (After each bill load, after all bills are loaded, once all bills are loaded and invoice generated?
Are above the line charges included in allocation reporting? (adjustments, payments or anything outside of current month charges)
Is vMOX Fee per line included in the allocation report? (only applicable for custom reports)
What source of truth can be used to associate phone lines to the correct contact? (MDM, Bills, Employee Files, other report)
Allocation Method Used? (Actual, Weighted with Unlimited, Weighted without Unlimited)
Are there any special considerations needed (are there devices assigned to a department or cost center that must never change, etc.), (all equipment to a certain CC)?
How will the file be transmitted to the customer? (OnePortal download, SFTP, email, etc.)
Additional Notes:
Allocation Sample Attachment: