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Framework Sales Advice Deployment Considerations

Framework Sales Advice Deployment Considerations

Article Index

Framework Sales Advice Management can be deployed in two distinct ways: 

  • Hosted Installation

  • Local Installation

It is also possible to combine both, supporting the often complex issues of connectivity, geography, etc.

Insula Software recommends a hosted environment, where practicable.

Summary Of Deployment Issues

Process

Hosted

(Recommended)

Local

Process

Hosted

(Recommended)

Local

Simpler administration of system data (VPB, Templates, Products, etc.)

Yes

No

Managed backup of data

Yes

No

Ability for the office to monitor system usage, leads, and data

Yes

No

Live Sales Advice Document editing by Sales Estimators

Yes

No

Protection of corporate data (salespeople leave, theft, etc.)

Yes

No

Product data can be instantly updated (solves out of date price books, templates, etc.)

Yes

No

Can be used 24/7 without connectivity

No

Yes

Reduced / No thin-client / Citrix licensing costs

No

Yes

Higher ongoing IT support costs (every machine must be upgraded individually, etc.)

No

Yes

Deployment Requirements

The following outlines the IT infrastructure requirements for each deployment option.

Hosted

(Recommended)

Local

Hosted

(Recommended)

Local

  • Thin client licences for sales staff

  • Reliable connectivity from all display/sales locations (VPN, Logins, etc.)

  • Sufficient server hardware resources to support additional users

  • Reliable connectivity with reasonable bandwidth for synchronising on the LAN/WAN

  • Local backup solution

  • Sufficient IT support resources to address increased tech support, local installs, upgrades and database administration/maintenance

  • Maintain an asset register of Sales Advice licenses (Sentinel keys)

  • Implement strict procedures on insisting sales people regularly synchronise and keep all local data up-to-date

  • Implement strict policies on local backups and protecting corporate data held locally

  • A remote access solution to provide remote support (e.g., VNC)