List of changes in NICE Proposal Designer (BigMachines)

NICE Interaction Management v4.1

April 2011
Non compliant RoHS TDM loggers upgrade path
If you are upgrading a NICE perform system from v8.9, R1.0,R2.0, or R3.0, to R4.1, TDM loggers that are non-RoHS compliant needs to be replaced. Under each logger you will be asked whther it's RoHS compliant.

If Not, a replacement PN and new platform + channels will be added and priced at 80%. If Yes, the existing logger will be upgraded.
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Support of Mobile recording and Mobile applications
In order to include mobile applications and recording, select the desired application type (Voxmart, Obsidian or CPhones).
Remember to add an appropriate logger for mobile recording: for Voxmart mobile applications, you should add a VoIP logger with Voxmart Mobile recording as recording type.
For Obsidian applications, you should add a VoIP logger with SIP Active as recording type.
For CPhones , you should add a TDM logger with Trunk E1/T1 as recording type.
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New Insight and Real Time Process Optimization business solutions
The following 5 Insight Packages were added
  1. NICE Real-Time First Contact Resolution
  2. NICE Real-Time Handle Time Optimization
  3. NICE Real-Time Churn Reduction
  4. NICE Real-Time Customer Satisfaction
  5. NICE Real-Time Sales Effectiveness
The following Insight-to-Impact Business Solutions were added:
  1. NICE Real-Time First Contact Resolution
  2. NICE Real-Time Handle Time Optimization
  3. NICE Real-Time Churn Reduction
  4. NICE Real-Time Customer Satisfaction
  5. NICE Real-Time Sales Effectiveness
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New storage center integrations
Storage center integration now supports:
  1. Hitachi
  2. Celerra

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New DataHub to Site association
BigMachines gives you the ability to link more than one DataHub to each site and to split sites accrose DataHubs:

select the number of associations, remember to fill in all the necessary details:
  • Associate site # - site number to associate
  • Associate to DataHub # - DataHub number to associate
  • Associate Seats QTY - number of seats associated with the relevant site and the relevant DataHub

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Enhancements in the PowerPL model

April 2011 Please note - Once an existing qoute is reconfigured - it will incorporate all relevant changes embedded. Existing qoutes which are not reconfigured will not be affected by these changes. New qoutes will be generated with the embedded changes.
Revised services model
Key changes:
  • Enhanced customer training section with additional options
  • Customization
  • Business consulting

    • Note - If RTI related bundle is chosen, it is needed to choose between two implementation options: "Jump start" or "Initial workshop".

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"One Time incentive" concept
In the new PowerPL Maintenance policy, maintenance is no longer calculated based on list price, but rather net price, a threshold of maximum 50% product discount is applied. i.e.: When the discount on the product is higher than 50%, maintenance is calculated from 50% of the product list price (maintenance cannot be less than 9% and 11% off list price).
In cases where a higher than 50% product discount is applied, the customer may have difficulty to understand the maintenance calculation. In order to better explain it, the concept of "One time incentive" was embedded in the output document.
If the product discount is higher than 50%, the delta price between the 50% and the actual discount will be calculated and presented in a separate line, with the relvant verbage, based on the type of deal type chosen.
For new customer - it will state "One Time Incentive"
For Upgrades - it will state "Buyback Rebate"
For competitive displacements - it will state "Trade-in Rebate"
Example for a compeative displacement of Analytics-Based Quality Optimization & Total recording:

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Additional Product items & changes
Several new items were added:

NOTE: - When selecting Analytics related bundle, the IA platform is no longer automatically chosen. the relevant analytics items should be chosen, based on the amount of analysis hours/capacity

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GUI changes in the general info tab
  • Additional Deal type was added (competitive displacement). All functionalities "behave" the same as for a new customer, the only change is reflected in the "One Time Incentive" concept in the output document (see separate item on this topic).
  • The Data Hub was removed, as this is a pure design element
  • Voice portal recording was added (tool tip available).
  • Updated "One Shot" added (Click to the left of "NICE SmartCenter Business solutions").

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Revised "One-shot" & additional tool tips
Additional tool tips and a revised "one shot" of bundles and Standalone offerings were added, to guide users through the quoting process


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Trading floor market segment
Market Segment - Trading floor in PowerPL is now available


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Application Tips and Tricks

Personal quote templates (Favorites)
Each user has the ability to set quote templates and use it later on as a baseline for new quotes. This allows less selections to be made and faster quote generation.
Creating a template
  1. As First step, a user has to create a quote that will serve as a template
  2. After configuration is done, press 'add to existing quote'
  3. Checkmark the model (first line item - with the reconfigure icon)
  4. Click
  5. You have the ability to assign the template a unique name by clicking the model label:
  6. And click 'rename'
Creating a quote from a template (coming from SalesForce)
  1. Click "create a new quote" in SalesForce
  2. Click "configure NICE solution"
  3. Click "favorites"
  4. Select (check mark) the template on which you would like to base a quote
  5. Click
  6. You may modify the quote by clicking 'reconfigure'
Creating a quote from a template (Stand Alone BigMachines session)
  1. Click "favorites"
  2. Select (check mark) the template on which you would like to base a quote
  3. Click
  4. You may modify the quote by clicking 'reconfigure'

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How to link quote to SF opportunity
In order to link a quote to an opportunity please follow the steps:
  1. Open the quote in BigMachines
  2. Open the SalesForce opportunity in another tab
  3. Copy the opportunity id (16 alphanumeric characters) from SalesForce:
  4. Paste the opportunity ID in opportunity ID field in the quote:
  5. Click "save":
be patient until the integration completes and the gray ribbon on the bottom disappears.


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How to use the report manager
BigMachines gives you the ability to build, share, show and generate saved reports.

  1. Go to the reporting manager
  2. Click 'refresh reporting data'
  3. Run an existing report or add a new report
  4. When selecting a new report drag the desired attributes according to the grouping levels
  5. Select the desired period of report, and click Run Report

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Save your application Password
The ability to have your password saved is not part of the application, but using browser tools and add-ons, you may have it saved for you.

Using FireFox
  1. Enable password saving: tools --> options --> Security ; checkmark "Remember passwords for sites"
  2. Install add-on from here
  3. Instructions and manual available at the same page
Using Google Chrome
  1. Enable password saving in the browser setting: Tools --> options --> personal stuff ; make sure that "Offer to save Passwords" is checked
  2. Install add-on from here
  3. In the next login to BigMachines, you will be propted to save the site password

NOTE: save Password is a general option and may contain inherent risk. Please use with caution.

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