Framework Sales Advice Deployment Considerations

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

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Product data can be instantly updated (solves out of date price books, templates, etc.)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

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

Hosted

(Recommended)

Local

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)