larryhart94 / IBM-ADDI-Marketing

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Resolve Forrester TEI SOW uplift #35

Open larryhart94 opened 7 years ago

larryhart94 commented 7 years ago

Currently sitting between Teressa and me

larryhart94 commented 7 years ago

$10K Balance: Original PO 5004923314 was for 105K. The first line item was for 95K that was billed in Q4 and the 2nd line item is for 10K that needs to be billed now, for Q1.

$30K New PO: Janet submitted a PO request as follows for the $30K

SWG Business Operations PO Request Copy

Tracking #: 20170307144859-Janet Pinnix/Lexington/IBM Initiator Name: Janet Pinnix/Lexington/IBM Requestor Division: 7D Requestor Serial #: 0J2207 Requestor Name: Janet Pinnix Requestor E-Mail Address: Janet Pinnix/Lexington/IBM Verifier E-Mail Address: Larry Hart1/US/IBM Approval Number(s): 002JPIXAJFPRE Existing PO: New Confidential to be exchanged: No Expedite/Emergency: Yes Expedite Explanation: We need this for the Business case specified activities that are needed as soon as possible for the sellers, so we need to complete in Q1.

Need by date: 03/09/2017 Is this expense associated with an event?: No Type of purchase: Analyst Relations General Description: 1. Provide an additional, incremental deliverable in the form of a single customer case study drawn from the completed Fujitsu interview. This will be a standalone deliverable, a Forrester branded TEI case study and is scheduled for completion in February, 2017.

  1. Develop an Infographic reporting on results of the initial case study
  2. Complete 3 additional interviews with IBM customers
  3. Combine the previously completed Fujitsu analysis and financial model with data, analysis and findings from the 3 new interviews into a single financial model and a comprehensive multi customer case study.
  4. Develop an Infographic for the comprehensive multi customer case study These modifications will provide IBM with the following deliverables: Provides 4 deliverables in two phases: §1 single-company case study (Fujitsu, currently in process for final completion) §1 comprehensive multi-company case study (which will include Fujitsu, as well as the 3 new interviewees) §2 Infographics The above deliverables will complement the deliverables previously agreed to by IBM and Forrester which include: §Webinar: TEI Consultant participation in a 45- 60-minute online client-hosted presentation of study results, targeted to customers and prospects §TEI Spotlight: Five page summary of full TEI Study, designed for easy distribution and use with an end user audience §Presentation at IBM Interconnect (client-sponsored) Forrester participation in a client-hosted event to discuss/present study results Goods/Services intended for: IBM Internal Use Quote from the supplier y/n: Yes - Hardcopy

    Inactive hide details for SOW InformationSOW Information

    Start of Section For processing efficiency, this section has not been included. The information, if provided, has been forwarded to Business Operations. End of Section
    Special Instructions for Buyer: I don't have the Supplier Number, but this was another PO we did with them for a Forrester Report. PO # PO 5004923314 Supplier Name & Contact Information:
    Forrester

José R. Rodriguez Solution Partner, Forrester Consulting direct +1 617-613-6553 | mobile +1 508-524-5049 | jrodriguez@forrester.com

Scott Sayer Account Director ssayer@forrester.com Will Items be shipped?: No

Inactive hide details for Cost Center Accounting InformationCost Center Accounting Information

Start of Section Number of Departments being charged: 1 Total % Submitted: 100

Div.: 7D Dept.: PCWA Major: 638 Minor: None Project #: IMK % Charged to Dept.: 100 Mgr. absorbing charges: Rich Hornor/Waltham/IBM

End of Section Total # of Line Items: 1 Total amount of request: 30,000.00

Inactive hide details for Line item detailsLine item details

Start of Section Item Number: 1 Quantity: 1. Price: 30,000.00 Extended Price: 30,000.00 Item Description: Forrester Study: The Total Economic Impact™ Of IBM Application Discovery and Delivery Intelligence

End of Section