1. business and industrial
2. business operations
3. human resources
4. compensation and benefits

TEAM
telecom expense and asset management
Prepared for
Client
Reconciliation Reports
Sample Data
June 1, 2009
A ComSoft Company
T e l e c o m m u n i c a t i o n s . E v o l v e d .™
TEAM
telecom expense and asset management
Confidentiality Notice
The information herein is confidential and proprietary to Aquis Communications,
VA. It is available for use by the requesting party for evaluation only. It may not
be shown to a third party without the express written consent of Aquis
Communications.
Contact Information
Richard Gdovic
President TEAM Operations
Telephone:
757.890.2801
Facsimile:
757.890.2691
Mobile:
757.810.5513
rgdovic@aquiscommunications.com
Brian Bobeck
President/CEO Aquis Communications
Telephone:
570.868.8039
Facsimile:
570.868.8039
Mobile:
973.714.6299
bbobeck@aquiscommunications.com
Trina Saxon
Executive Vice President Customer Care
Telephone:
757.890.2801
Facsimile:
757.890.2691
Mobile:
757.810.2690
tsaxon@aquiscommunications.com
Corporate Information
Aquis Communications
100 N. Constitution Drive
Yorktown, VA 23692
Telephone:
1.800.525.1134
Facsimile:
757.890.2691
www.aquiscommunications.com
A ComSoft Company
T e l e c o m m u n i c a t i o n s . E v o l v e d .™
TEAM
telecom expense and asset management
Executive Summary
Aquis’ TEAM suite of services offers an innovative solution for the acquisition,
deployment and management of your telecommunication assets.
This proposal represents a sampling of the actual reporting ability of the TEAM
suite. Your company’s custom TEAM analysis will identify billing errors, ensure
contract compliance, analyze calling patterns and reduce your company’s telecom
expenditures.
We are looking forward to working with your organization to offer you the insight
and information you need to optimize all of your telecommunications systems.
Your TEAM analysis will immediately provide the following:
Inventory provisioning and standardization
Single-view, multi carrier invoice presentation and audit controls
Cost savings through invoice reconciliation and analysis.
Additional savings through usage and charge-back analysis
We invite you to review the sample reports provided. Begin the process today with
a confidential consultation. Join with our distinguished clients enjoying
cumulative savings in excess of 15 million dollars.
A ComSoft Company
T e l e c o m m u n i c a t i o n s . E v o l v e d .™
TEAM
telecom expense and asset management
SAMPLE INDEX
1
Reconciliation Summary, Aquis Invoice
2
2a
2b
2c
2d
2e
2f
2g
Service Usage & Cost Summary
Number of Users Graph
Average Minutes Per User Graph
Average Pooled Minutes Per User Graph
Average Cost Per User Graph
Service Provider Invoice Graph
Credits Requested Graph
Cumulative Savings Graph
3
Contract Compliance
4
Account Activity Summary
5
Usage Alerts
6
Equipment Alerts
7
Actions Taken on Your Behalf
8
Suggested Actions
9
Contract Compliance Detail
10
Account Activity Detail
11
11b
11c
11d
11e
11f
12
13
Usage Alert Detail
Excessive Minutes Detail
Long Distance Detail
Fees by Cost Center
Voice & Data Charges by Cost Center
Lost Devices Detail
Equipment Alert Detail
Carrier Invoice Reconciliation
A ComSoft Company
T e l e c o m m u n i c a t i o n s . E v o l v e d .™
TEAM
telecom expense and asset management
RECONCILIATION SUMMARY
We have prepared the attached reconciliation of your telecommunications bills at your
request. The following is a summary of our findings.
Provider: Sample Telecommunications Provider
Billing Period: 12/13/2007 – 01/12/2008
Service Summary
Multiple plans have been activated on this account therefore no standard has been
established.
Device summary
Phones
513
PDAs
450
Air Cards
199
Total
1162
Average Cost Per User – Chapter 2
$55.72
Pre-Tax Credits Researched – Chapter 3
577 with associated charges of $20,985.22
Account Transactions Processed – Chapter 4
180
Usage Alerts Researched – Chapter 5
294 with associated charges of $17,315.71 resulting in a saving of $416.77 per billing
period with a credit of $2,722.50 and $326.59 in credits pending carrier review
Equipment Alerts Researched – Chapter 6
350 with associated charges of $200,581.40 resulting in one-time credits of
$70,883.34
Actions Taken On Your Behalf – Chapter 7
8 resulting in 1-time savings of $760.00 and a savings of $199.95 per billing period
Suggested Actions – Chapter 8
6 with savings to be determined in later periods
A ComSoft Company
T e l e c o m m u n i c a t i o n s . E v o l v e d .™
TEAM
telecom expense and asset management
Cumulative Savings
$700,000
$600,000
$500,000
$400,000
$300,000
$200,000
$100,000
$Billing Period - 2005/2006
Jun-07
Jul-07
Aug-07
Sep-07
Oct-07
Nov-07
Dec-07
Jan-08
Feb-08
Mar-08
Apr-08
May-08
Jun-08
Jul-08
Aug-08
Sep-08
Oct-08
Nov-08
Dec-08
Jan-09
A ComSoft Company
T e l e c o m m u n i c a t i o n s . E v o l v e d .™
TEAM
telecom expense and asset management
Actions Taken On Your Behalf
Based on our findings, we have taken the following actions on your behalf in addition
to those listed in the Alerts sections in order to correct discrepancies with the carriers
and with device users in order to obtain the proper credits, and reduce your monthly
costs
1. Aquis generates a report on the 1st of every month that lists Suspends for the
previous month. If a phone was not returned when suspended that account
would be reduced from the current plan to the lowest plan available. This will
result in a savings of approximately $40.00 each billing cycle for the
suspended numbers that are not available for reuse due to the phone not
being returned. 5 numbers have been reduced this billing period to the
$40.00 Free-And-Clear suspend plan.
Approximate savings: $199.95 per billing period
2. Credits that are requested on the behalf of your account are monitored on a
monthly basis. If the requested credit is not applied in a timely manner, Aquis
pursues the credit with your carrier and ensures that the appropriate credit is
applied.
3. Aquis has been tracking and reissuing used phones on your behalf since we
started managing your account. Prior to this there was no organized process
in place to recover and reissue phones resulting in a new phone being
purchased for each new user. The savings realized by reissuing phones is the
difference between the cost of the new phone and the $150 rebate given with
each new purchase or approximately $40 per reissued phone.
Current Period Re-Issues – 19
Current Period Savings - $760
Total Re-Issues since contract inception - 634
Approximate savings since contract inception: $25,360
4. Aquis has implemented the process of suspending long distance service to
users that exceed their monthly-allotted minutes of long distance usage.
5.
On 01/18/2009 phone number x was ported off of your account by one of the
carrier affiliates and given to another customer who purchased a pre-paid
phone. All of the calls for the employee associated with this number were
going to this pre-paid phone that resulted in a number of lost calls and
possible lost accounts for your company. Aquis researched the problem and
remained on the line with your carrier representative for over 90 minutes until
we were assured the number had been ported back to the correct phone. Your
carrier indicated that the error occurred due to incorrect data entry on their
part.
A ComSoft Company
T e l e c o m m u n i c a t i o n s . E v o l v e d .™
TEAM
telecom expense and asset management
Recommended Actions
Based on our findings, we suggest the following changes to your account and/or
company policies to help reduce costs and/or improve services.
1. Have all users sign the Use Agreement provided by Aquis that establishes
permissible use of their PCS device and makes them financially accountable for
misuse.
2. Stricter enforcement of Use Agreement followed up by collection efforts for devices
lost, stolen or taken by employees upon termination is necessary to reduce losses.
3. Determine guidelines for wireless web messaging and roaming.
4. Enforcement of Long Distance Use guidelines appears to be working successfully.
The following employees are the users that exceeded $20 of long distance usage in
the current period. Repeat users are highlighted. Please refer to section 11c for the
complete list.
353001
353002
353003
353004
353005
353006
353007
353008
353009
353010
EMPLOYEE 1
EMPLOYEE 2
EMPLOYEE 3
EMPLOYEE 4
EMPLOYEE 5
EMPLOYEE 6
EMPLOYEE 7
EMPLOYEE 8
EMPLOYEE 9
EMPLOYEE 10
212-201-1234
212-201-1235
212-201-1236
212-201-1237
212-201-1238
212-201-1239
212-201-1240
212-201-1241
212-201-1242
212-201-1243
E.S.N. 1001
E.S.N. 1002
E.S.N. 1003
E.S.N. 1004
E.S.N. 1005
E.S.N. 1006
E.S.N. 1007
E.S.N. 1008
E.S.N. 1009
E.S.N. 1010
LD Charges
LD Charges
LD Charges
LD Charges
LD Charges
LD Charges
LD Charges
LD Charges
LD Charges
LD Charges
5. Standardize Phone, PDA and Air Card options for all employees.
A ComSoft Company
T e l e c o m m u n i c a t i o n s . E v o l v e d .™
$23.76
$26.73
$28.71
$29.70
$30.69
$36.63
$53.46
$57.72
$64.35
$76.23
TEAM
telecom expense and asset management
Excessive Minute Alert
Sample Report & QuickQuick-View Chart
Aquis’ Quick-View charts enable you to visualize your data. Quickly identify
trends, issues and abuse.
Sample Client
Excessive Minutes Alerts
For Period: 12/13/2007 To 12/12/2008
Account User Name
351001
351002
351003
351004
351005
351006
351007
351008
351009
351010
Device Number
EMPLOYEE 1
EMPLOYEE 2
EMPLOYEE 3
EMPLOYEE 4
EMPLOYEE 5
EMPLOYEE 6
EMPLOYEE 7
EMPLOYEE 8
EMPLOYEE 9
EMPLOYEE 10
Total
212-201-1234
212-201-1235
212-201-1236
212-201-1237
212-201-1238
212-201-1239
212-201-1240
212-201-1241
212-201-1242
212-201-1243
Issue
Count
Amount
Exceeded Min
Exceeded Min
Exceeded Min
Exceeded Min
Exceeded Min
Exceeded Min
Exceeded Min
Exceeded Min
Exceeded Min
Exceeded Min
5,485
4,144
5,409
5,996
5,211
4,582
5,395
4,585
5,162
4,016
$575.93
$435.12
$567.95
$629.58
$547.16
$481.11
$566.48
$481.43
$542.01
$421.68
$5,248.43
SOME DETAIL ELIMINATED FOR ILLUSTRATION PURPOSES
M on th l y C o s t o f E x ce s s i ve M i nu te s
$1 2, 0 00 . 00
$1 0, 0 00 . 00
$ 8, 0 00 . 00
$ 6, 0 00 . 00
$ 4, 0 00 . 00
$ 2, 0 00 . 00
$ 0 .0 0
APR 08
M A Y 08
J U N 08
JUL 0 8
A U G 08
S E P 08
OC T 08
NO V 08
D EC 08
J A N 09
A ComSoft Company
T e l e c o m m u n i c a t i o n s . E v o l v e d .™
TEAM
telecom expense and asset management
Voice & Data Charges
Sample Report & QuickQuick-View Chart
Sample Client
Voice & Data Charges by Cost Center
For Period: 12/13/2007 To 12/12/2008
Cost Center
1234223-AC
1234223-PDA
1234205-AC
1234206-AC
1234206-PHN
1234207-AC
1234207-PDA
1234209-AC
1234423- PHN
1234423-AC
Total
Device Cnt
5
4
2
8
2
1
2
1
1
2
28
Voice/Other
Charges
$0.00
$0.00
$0.00
$0.00
$84.26
$0.00
$44.99
$0.00
$45.09
$0.00
$174.34
Data
Charges
$306.45
$2,025.69
$122.58
$490.32
$0.00
$62.09
$1,235.02
$62.09
$0.00
$122.58
$4,426.82
Total
$306.45
$2,025.69
$122.58
$490.32
$84.26
$62.09
$1,280.01
$62.09
$45.09
$122.58
$4,601.16
V o ic e & D a ta C h a r g e s b y C o s t C e n te r
$ 2 ,5 0 0 .0 0
$ 2 ,0 0 0 .0 0
$ 1 ,5 0 0 .0 0
$ 1 ,0 0 0 .0 0
$ 5 0 0 .0 0
$ 0 .0 0
1 2 3 4 2 2 3 -A C
1234223PDA
1 2 3 4 2 0 5 -A C 1 2 3 4 2 0 6 -A C
1234206PHN
1 2 3 4 2 0 7 -A C
V O IC E /O T H E R
1234207PDA
1 2 3 4 2 0 9 -A C
1234423PHN
1 2 3 4 4 2 3 -A C
DATA
A ComSoft Company
T e l e c o m m u n i c a t i o n s . E v o l v e d .™
TEAM
telecom expense and asset management
Lost Device Alert
Sample Report
Sample Cllient
Lost Device Alerts
For Period: 12/13/2007 To 12/12/2008
Account User Name
351001
351002
351003
351004
351005
351006
351007
351008
351009
351010
EMPLOYEE 1
EMPLOYEE 2
EMPLOYEE 3
EMPLOYEE 4
EMPLOYEE 5
EMPLOYEE 6
EMPLOYEE 7
EMPLOYEE 8
EMPLOYEE 9
EMPLOYEE 10
Total
Device Number Issue
212-201-1234
212-201-1235
212-201-1236
212-201-1237
212-201-1238
212-201-1239
212-201-1240
212-201-1241
212-201-1242
212-201-1243
Lost
Lost
Lost
Lost
Lost
Lost
Lost
Lost
Lost
Lost
Date
Cost
12/26/07
12/29/07
01/08/08
01/11/08
01/16/08
12/26/07
12/29/08
01/08/08
01/11/08
01/16/08
$189.99
$189.99
$189.99
$189.99
$189.99
$189.99
$189.99
$189.99
$189.99
$189.99
$949.95
SOME DETAIL ELIMINATED FOR ILLUSTRATION PURPOSES
A ComSoft Company
T e l e c o m m u n i c a t i o n s . E v o l v e d .™