Sales Education and Performance Consulting

Using the

Automated Order Workbook

Presents

July 2005

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Automated Order Workbook Course Elements

AOW Overview Getting Started General Account Information (GAI)

Product & Term Master Agreement Order Type Features Managing Orders for Multiple Locations Billing Options Voice Services Telemanagement Reports Account Information/Legal Company Name Help/Tips

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Automated Order Workbook (AOW) Basics

Replaces individual service order documents with a single Excel-based workbook for ACC Business service orders

Two templates; Data Services (MIS) and Voice Services (Dedicated LD/ADL, Switched LD ) Additional ACC Business service offers will be phased into

the applicable AOW template format throughout 2005

Collects core order information on a single template, pre-populating similar information fields within required service order documents

Establishes and maintains a synonymous feel and flow for key ACC Business order document packages

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Downloading the AOW Templates

1. The current AOW templates will be found on the agent extranet at www.accbusinessagent.com

2. Right click on the AOW hot link found on the right side of the extranet homepage

3. “Save Target As”, and store each template to the location desired within your computer

4. Open the appropriate template and “Save As” the applicable customer naming convention

Refresh your template often, by repeating steps 1 through 3 above. This is important, as it will insure that you always have

the latest updated AOW template in use

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Getting Started – Macro Security Configuration

When using the AOW template for the first time, perform the following preparatory steps:1. Open MS Excel on your computer2. From the Main Menu, select Tools / Macro /

Security / Medium, then Click OK

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Getting Started – Excel Configuration

Occasionally, MS Excel will automatically open AOW template applications when using the software for another application

To ensure that this will not happen, do the following:1. Click the “Start” button in the lower left corner

of your screen (Windows 98/XP)

2. Select “Run”

3. Type: excel /s (excel[space]/s)

4. Press OK

5. Restart your computer

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Open the applicable template documentSelect “Enable Macros”Yellow shaded fields are for Data Entry or Drop-

Down selectionsWhite fields are protected fields. No input may be

made in these areas of the AOWAlways complete the “GAI” (General Account

Information) tab in the workbook first, working sequentially from top to bottom

Basics For Using The AOW

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The Automated Order Workbook

General Account Information (GAI) Tab

Important Workflow Instructions

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GAI Basics

Always begin workbook completion from the General Account Information (GAI) tab.The Automated Order Workbooks have been

configured to anticipate documentation and information needs based on selections made in the GAI tab.

The GAI tab will generate additional workbook tabs and auto-populate all subsequent similar information fields within those tabs (required order documents)

Additional workbook tabs will appear at the bottom of the screen based upon the input selections made as you progress within the GAI tab

Always work sequentially from top to bottom of the GAI tab

Click on appropriate “SELECT” fields, and associated drop-down menus will appear

Make the appropriate selection from the options provided

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Work Sequentially

Be sure to work sequentially, completing all required fields in the GAI tab.

If any required fields are overlooked, a reminder dialogue box may appear.

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Section 1 - Product Selection

Select the product (service) from the drop-down listing in Section 1

Current options include: MIS option only within the Data Services workbook Dedicated LD, Switched LD, Toll-Free, and ADL Local

Overlay options within the Voice Services workbook

Section 3 of the Pricing Schedule will be completed based on product selected & the order type selection

Forms will be included in the workbook as additional tabs, based on GAI input

SECTION 1 Product(s) & Term

Product(s): Dedicated LD

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Section 1 – Term & LOA Requirements

Select the appropriate term 1, 2, or 3 Years

Is a Letter Of Authorization on File?Selecting Yes provides a Pricing Schedule

with no LOA includedSelecting No provides a Pricing Schedule

which will include an LOA

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Section 2 - Master Agreement

Master Agreement on File? Selecting Yes also requires selection of the

MACSOA version on file in the following drop down menu

Selecting No automatically generates the MACSOA version 11 tab within the workbook. No version should be selected or MA number entered

When on file, you must enter the appropriate Master Agreement Number

The MA number entered will auto-populate on every page of the MA/CSOA, Pricing Schedule and ADL Addendum (when applicable) documents

SECTION 2 Master Agreement on File? NO MACSOA Version SELECT

Master Agreement Number: (For ACC Business Administrative Use Only)

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Section 3A – Dedicated LD Order Type

The following Dedicated LD forms (additional workbook tabs) will appear and be pre-populated following completion of Product, Order Type, LOA, MA, & Multi-location selections:

Order Type           Forms Included

NewDedicated LD Pricing Schedule & Dedicated Specifications Form

Change Add Change Form

Disconnect Service Add Change Form

Disconnect Service Location Add Change Form

Renewal Renew set to Yes in sec 3 of Pricing Schedule

Add Feature    Toll Free Advanced Features Supplemental Form

Add Service Existing Location Pricing Schedule/ Dedicated Specifications Form

Add Service Location Pricing Schedule/ Dedicated Specifications Form

All with ADL TX as Product ADL Texas Addendum

All with ADL Non TX as Product

ADL Non Texas Addendum

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Section 3A – Switched LD Order Type

The following Switched LD forms (additional workbook tabs) will appear and be pre-populated following completion of Product, Order Type, LOA, MA, & Multi-location selections:

Order Type           Forms IncludedNew Switched  LD Pricing Schedule

Change Switched Add Change Form

Disconnect Service Switched Add Change FormDisconnect Service Location Switched Add Change Form

Renew   Switched Pricing Schedule

Add Feature (Toll Free Adv Features) Toll Free Adv Features Supplemental

Add Feature (other than Toll Free Adv Features) Switched Add Change Form

Add Service Existing Location without Corporate Billing Switched Pricing Schedule

Add Service Existing Location with Corporate Billing Switched Add Change Form

Add Service Location without Corporate Billing Switched Pricing Schedule

Add Service Location with Corporate Billing Switched Add Change FormNew, Add, Add Service Location (w Corp Billing) orders Multi Location Worksheet with more than one location

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Features / Customer Type / Account Number Options

Select Feature DNS selection option for Data (MIS) workbook (Only Option) TF Adv Features selection option for Voice (Dedicated & Switched

LD) workbook Will add an agreement addendum tab to the workbook, pre-populated with: Legal Co Name/Service Company Name & address Billing address & contact information if different Contact person fax & email address Account # Signature Block will include legal co name, contact & title

Customer Type Select New or Existing

New – Credit Application included as workbook tab Existing- No Credit Application is added/needed Customer type selection is also copied into the Pricing Schedule

Account Number Entered Account Number is populated into the associated Pricing

Schedule Also the ADL addendum and TF Adv Features Supplemental Agreement (Voice

workbook)

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Section 3 – Adding Required Document Tabs

Additional documents will populate after completion of section 3 of the GAI tab

IMPORTANT: Sequentially complete all applicable fields within Sections 1- 3B of the GAI including the number of locations, (even if only 1 location). Select any Billing Options for Dedicated LD. Then press the enter key ONCE. All of the required forms will then appear as additional tabs at the bottom of the AOW.

SECTION 1 Product(s) & Term

Product(s):

Term: 3 Years Is a Letter of Authorization on File? YES

SECTION 2 Master Agreement

Master Agreement on File? NO MACSOA Version SELECT

Master Agreement Number: 123456 (For ACC Business Administrative Use Only)

SECTION 3A

Order Type New Select Feature

Customer Type: EXISTINGAccount Number 234987

Number of Locations 2

SECTION 3B BILLING

Billing Option: Corporate 3 CORPORATE BILLING†: $6.50/mo. Administrative Fee† plus $3.00/mo. each service location†

Corporate Billing: Location # 1 of 5

Corporate Billing: Is the Service address the Headquarters Location? NO

BILLING REPORT OPTIONS (please provide supporting paperwork):Access-a-Bill† $19.95 per month YES

A la carte Tele-management Reports? † $0.99 per month per report SELECT

BILLING CYCLE (Bill Date Preference) EXISTING

Switched LD w/ Toll Free New & Resporg

SELECT

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Managing Orders for Multiple Locations Revised

Dedicated LD Multi Location Worksheet - Location 1Section 1 Service Location 1 DetailsCompany Name (Service Company Name)Street Address City State Zip Code Contact Person Phone Number Contact Fax Number Contact Email Address

For Dedicated and Switched voice orders, a Multi-Location Worksheet and Location Specification Worksheets will be created if the Number of Locations entered in the GAI is 2 or more Service Company Name, address & local contract information will be

populated into the Multi-Location Dedicated Spec form Enter the information in the Multi Location Worksheet for each

location

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Calculating Dedicated Voice Multi-Location Charges

SECTION 7A. LOCAL CHANNEL SERVICE CHARGE TOTALSNumber of Units T1s 2 T3s 2

Gross Monthly Charge (all units of multilocation account) $200.00 T3s $600.00Net Access Charge (all units of multilocation account) $160.00 T3s $400.00

Total Net Monthly Charge for all T1s and T3s $560.00

ISDN/PRI, TOTAL NET monthly charge for all D channel(s) $260.00 Deliver ANI with toll free service (caller ID / ISDN)If yes $0.01 per completed toll free call

Multi Trunk Group Charge (if applicable) $150.00 ($75.00 MRC for quantity of TG's greater than 2 per T1)Total Charges: $970.00

YES NO

After entering local access charges for all locations, click on the Compute Totals button in Section 7 of the Dedicated LD Pricing Schedule

Section 3 Local Channel Service Charges Access Type: (Unit) T1.5 OR T3 # of Units (T1s or T3s) Number of Units T1s 1Number of Units T3s 1Gross Monthly Access Charges (perT1 Unit) $400.00Gross Monthly Access Charges (perT3 Unit) $500.00Net Monthly Access Charges after Discount (perT1) $300.00Net Monthly Access Charges after Discount(perT3) $375.00TOTAL Net Monthly Charge for Access $675.00(qty Units x Monthly Access Charge/Unit) $675.00

If ISDN/PRI, TOTAL NET monthly charge for D channel(s) $260.00Multi Trunk Group Charge (if applicable) $75.00

Enter the Local Access rates for each location in the Multi-Location worksheet

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Switched Voice Multi-Location Worksheet

A Multi-Location worksheet will be generated for Corporate Billed orders with greater than 1 LocationIf Business Calling Card is selected from the GA, a Business Calling Card section will be included in the multi location WS.

Switched LD Multi Location Worksheet - Location 1Section 1 Service Location 1 DetailsCompany Name (Service Company Name) *Street Address City State Zip Code Contact Person *Phone Number *Contact Fax Number Contact Email Address *

Section 2 Long Distance Instate Rates

Interlata†/Intrastate†

Intralata†/Local Toll†

Note apply instate rates for the state listed above in Section 1

SECTION 3. ACC BUSINESS SWITCHED LONG DISTANCE Office Use: (_____/_____)

Telephone Number Cust Line Type (ex: fax, BTN LD Local Acct CNTCode modem, office WTN Y/N Toll Code RX S RA OB

equipment) Y/N Y/N Y/N

1 Select Select Select Select2 Select Select Select Select3 Select Select Select Select4 Select Select Select Select

Do you have a PIC freeze on the lines that are the subject of this order? PIC Freeze: Select If Yes, DATE the PIC freeze is removed from all lines:

1. Enter the location address & contact information in Section 1

2. Enter the instate rates for each location in Section 2

3.Enter the line & Toll Free information for each location in Sections 3 - 5

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Section 3B - Billing Options

The Billing Options & Cycle selected from the drop down menus will be populated into the Pricing ScheduleSECTION 3B BILLING

Billing Option: Corporate 1 CORPORATE BILLING†: $6.50/mo. Administrative Fee† plus $3.00/mo. each service location†

Corporate Billing: Location # 1 3

Corporate Billing: Is the Service address the Headquarters Location? NO

BILLING REPORT OPTIONS (please provide supporting paperwork): Access-a-Bill† $19.95 per month YESA la carte Tele-management Reports? † $0.99 per month per report YES Select reports in PS

BILLING CYCLE (Bill Date Preference) CYCLE 10

Select the Corporate or Multi-Account Billing Option from the drop down.

If Change Request is selected (followed by Enter), the Billing Supplemental Service Agreement will be included in the workbook

Identify if Access a Bill is needed by selecting Yes or No Select Billing Cycle 1,10,18 or Existing

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Section 3B – Voice Telemanagement Reports?

SECTION 4. BILLING OPTIONS (refer to Billing Options document, found on A.I.M)

STANDARD BILLING NO (Single Account Billing)CORPORATE BILLING YESCORPORATE BILLING†: $6.50/mo. Administrative Fee† plus $3.00/mo. each service location†Corporate Billing Option:

Corporate Billing: Is the Service address the Headquarters Location†? NOCorporate Billing: Location # 1 of 3

MULTI-ACCOUNT BILLING NO (Please provide separate Pricing Schedule for Each Account)Multi-Account Service Option: NO Headquarters Account Name (Company):†Charges marked by † are not stabilized for the Term, are illustrative to reflect the current Service Guide rates and will vary in accordance with the corresponding charges set forth in the Service Guide.Billing Report Options (please † Access-a-Bill YES † A la carte Tele-management Reports YESprovide supporting paperwork): $19.95 per month $0.99 per report per monthBilling Cycle (Bill Date Preference) EXISTING SELECT "YES" FOR OUTBOUND AND INBOUND ITEMS 1 THRU 8 IF DESIRED

Report Name Outbound @ $0.99/month/each

Inbound @ $0.99/month/eac

DefaultCriteria

OverrideCriteria Area Code Summary NO NO N/A N/A

International Usage Summary NO NO N/A N/A

Time of Day Summary NO NO N/A N/A

Day of the Week Summary NO NO N/A N/A

Frequent Number Summary NO NO Top 10 Numbers Expensive Calls Summary NO NO >=$5.00 Lengthy Call Summary NO NO >=30 minutes Location Summary NO NO N/A N/A

If Telemanagement reports are required, select Yes followed by Enter. Section 4 of the Pricing Schedule will then include a grid for selection of required reports

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Sections 4 & 5 - Account Information

GAI Section 4 ACC Business Representation Agent & Agent Manager Information will be populated into the

Pricing Schedule and all additional required documentation GAI Section 5 Account Information

Service Company Name, Contact person, Address, and Contact Information will be populated into the MA/CSOA, Pricing Schedule, and all additional required documentation

Contact Person and Title will be populated into the signature block of each required document Contact Person and Title can be subsequently changed on the signature

page of all forms if/as needed Legal Company Name will be populated into the MA/CSOA,

Pricing Schedule, and all additional required documentation If both the Legal Company Name and Service Company Name are input in

the GAI, the Legal Company Name will be copied into the signature block of each form.

The Company Name can than be edited on the signature page of all forms except the MA/CSOA

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Workbook Help

Use the Help button on the General Account Information Tab for user documentation assistance

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Completing the GAI Tab

When all required information has been entered into the GAI tab, click on the “Set Unselected Options to No” button at the bottom of the page to finalize the order template This will fill all unnecessary fields with “NO” to complete

the GAI order template

Once all data is entered in all forms (tabs), click on the “Save” button at the top of the GAI to remove the shading from all fields

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5-Steps To A Complete Order Workbook

1. Open the AOW Workbook Template from the extranet website

2. Enable Macros

3. “Save As” to your computer, in the desired customer naming convention

4. Complete the order workbook using customer opportunity specific information Always complete the GAI tab of the workbook working

sequentially from top to bottom, before moving to specific order document tabs

5. Once complete, “Save” the workbook and “Print” each document tab

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Useful Tips for AOW Success

Review all fields in sections 1-3 of the GAI tab Leave any non-relevant fields unselected Include the number of locations even if only 1 location Hit the enter key ONCE after entering the number of locations

Click on the “Set unselected options to No” button at the bottom of the GAI to set unselected options to No

All the required forms will appear as tabs at the bottom of the WB

Once all data is entered in all forms (tabs), click on the “Save” button at the top of the GAI to remove the shading from all fields

Enables maximum clarity for faxing and distribution

SECTION 1 Product(s) & Term

Product(s):

Term: 1 Year Is a Letter of Authorization on File? NO

SECTION 2 Master Agreement on File? NO MACSOA Version SELECT

Master Agreement Number: 1234 (For ACC Business Administrative Use Only)

SECTION 3A Order Type New Select Feature TF ADV FEATURE

Customer Type: NEWAccount Number 1234

Number of Locations 2

Dedicated LD w/ Toll Free New

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Q&A Time

The AOW is built using an MS Excel-based workbook template. Practice will result in ease of use and success.

Thanks for your participation in today’s training!!!