Global Managed Mobility Services RFI

Bidder Interview, October 10th 2024

Meet the Team

David Sonenstein

VP of Product Strategy

David Boonie

VP of Sales & Client Experience

Danny Bingel

Sales

Dean Keeler

CTO & VP of Operations & Development

Jurriaan Roeland

Director of TEM (Globys)

Chad Norby

Director of Enterprise Services (TRG)

Morgan Stanley RFI Themes

Global Device Management:

Integration with major MDM platforms and global support.

Full Device Lifecycle Services:

From setup to disposal, with scalable logistics.

Telecom Expense Management:

Automated invoice processing and cost optimization.

Technical Integration:

Cross-platform support and application management.

Data Security & Compliance:

GDPR, HIPAA compliance, secure storage, and remote wipe.

Real-Time Monitoring & Reporting:

Access to usage, expenses, and custom analytics.

Secure Storage Facilities:

Dedicated spaces with strict access controls.

Comprehensive Support:

Dedicated account team, 24/7 and AI-assisted support options.

Proven Experience:

Successful large-scale implementations and flexible pricing.

AMI's Qualifications

Global Device Management:

  • AMI has extensive experience with major MDM solutions (e.g., MobileIron, Intune) and provides white-label MDM support to carrier partners.
  • Global support across 98% of targeted countries with automated invoice processing, API, and RPA integrations.

Full Device Lifecycle Services:

  • End-to-end services from procurement, configuration, deployment, and ongoing support to disposal.
  • Self-service options for end-users and scalable logistics solutions, including global shipping and returns.

Telecom Expense Management:

  • Automated invoice retrieval, cost auditing, and optimization using proprietary tools (SmartCMDB™, SmartAudit™).
  • Integration with ERP and ITSM platforms, such as ServiceNow and Ariba, to streamline workflows.

Technical Integration:

  • Cross-platform support for various operating systems (iOS, Android, legacy OS) with proactive monitoring and battery optimization.
  • Secure data management with compliance to GDPR, HIPAA, and ISO standards, offering features like remote wipe and single sign-on (SSO).

 

AMI's Qualifications

Data Security & Compliance:

  • SOC2 and ISO-certified operations with encryption, physical security, and a 24/7 Security Operations Center.
  • GDPR-compliant processes, including certified data processors for international invoice handling.

Real-Time Monitoring & Reporting:

  • Real-time tracking of device usage, expenses, and mobile transactions.
  • Comprehensive reporting and analytics, with support for end-user training and help desk services.

Secure Storage Facilities:

  • SOC2 and ISO-compliant storage facilities with controlled access, dedicated spaces, and client-specific asset segregation.

Comprehensive Support:

  • Dedicated account management team with a structured approach to implementation, ongoing optimization, and SLA management.
  • Flexible support models, including available 24/7 global support.

Proven Experience:

  • Offers various pricing models (per device, time and materials) and proven experience in high-scale implementations for Fortune 500 companies.

Reference Use Cases

Global
WEM

Global Pharmaceutical Firm

  • 43 Countries
  • 60 Carriers
  • 20 Languages
  • 20,000 Devices
  • $7.5M in Annual Spend
Implemented 92% of the footprint within 60 days
 
$1.2M in Identified Savings
 
25% of Devices Identified as Zero Usage
 
10% of Devices Assigned to inactive employees

Global Deployment

Global Financial Institution

  • 40+ Carriers
  • 30,000+ Devices
  • North America
  • South America
  • China
  • India
80%+ of users implemented in first 90 days
 
Physical & eSIM technology
 
Auto-discovery & QR enrolment
 
ABD/InTune

T-Mobile
Case Study

K-12 Device & Application Deployment

  • 2 Carriers
  • 25,000+ Devices
  • Staging, Kitting & Imaging
  • MDM Solution Administration
  • Custom App Deployment
 

AMI's Qualifications

AMI has the
Experience & Presence
in Morgan Stanley's Geography

AMI has the
MDM Expertise
to Support Morgan Stanley's Deployment Requirements

One Pane of Glass to Manage the Entire Global

Seamless ServiceNow Integration

Cost & Change Validation

Proprietary Technology

Master Import Schedule

Never Miss an Invoice

With automated invoice extraction, AMI proactively retrieves your invoices from your service-provider portals and inserts them into your existing payment-approval process.

 

SmartCMDB™

Creates & Updates Inventory Automatically by Flagging New, Changed & Deleted Services

Every invoice is cataloged and compared to the previous invoice to identify changes allowing every order, change, or disconnect to be verified for accuracy or disputed by AMI’s analyst team.

Proprietary Technology

From Invoice to Asset

Contextual Inventory That's Up-to-Date

Cost and usage data from the invoice is enriched with hardware details, location information, contractual rates and terms, business owners, financial allocation details, service history and current service status and are constantly updated whenever a change within the service provider or an enterprise system takes place.

SmartAudit™

Reviews Every Cost Item for Validity

Hundreds of programmed audits, including validation to schedules, addendums, quotes, usage/access rates, discounts, and MARCs & SubMARCs, are run to identify cost optimization and cost recovery opportunities.

AMI Strategies

Thank You

amistrategies.com

Apps

ServiceNow_technology-partner_logo_white-3
Scoped, Certified Apps for Plug & Play Implementation
on your ServiceNow Instance

Options

ServiceNow_MSP-partner_logo_white-2
Available for Customers Without an Existing ServiceNow Implementation

Know-How

ServiceNow_service-partner_logo_white-2
Solution Architects,
Design, Development, Deployment & Maintenance
BuiltonNow-white

Fractured Inventory

Invoice
Cost & Usage Details

General Ledger
Cost Centers

Human Resources
Business Owners

Procurement
Contracted Rates & Terms

IT Asset Management
Hardware Details

MDM/UEM
Software & Applications

Information Security
Policies

Information Technology
Backup & Maintenance Services

WOB_LONG_INFO_REVERSE_RGB

AMI's Average Turnaround

Across All Customers, Categories & Invoices Processed

Before Invoice Due Date

Fully Allocated

Fully Audited

Sent to AP for Approval and/or Payment

Self-Service Portal

BuiltonNow-white

All Credits Allocated Back

GL Codes , Cost Centers, Departments

Discover
Something Great

2023 AMI Dispute Activity

33,076 System-Generated Flags

20,176 Flags Investigated by Analysts

 

$2.9M Largest Dispute Recovered / $0.01 Smallest Dispute Recovered

 

42% Cases filed for under $100      31% Cases filed between $100-$1,000      21% Cases filed for between $1000-$10,000     6% Cases filed over $10,000

$101.7% Average AMI dispute recovery rate inclusive of taxes, fees and surcharges
freelancer

Invoice Lifecycle Automation

Fully audited and allocated invoices delivered weeks before their due date

Every Billing Error & Savings Opportunity Uncovered

Invoice auditing, contract/rate validation and dispute management services

Clean Inventory Data

Understand what you have, where it is and how much it costs – Everywhere

Fearless Change Management

Centralized procurement, changes and support delivered via ServiceNow

Single Source of Truth

View all dimensions of your vendor relationships in one pane of glass

Never Pay More Than You're Supposed to

Complete confidence, transparency & accountability for every dollar spent

AMI Dispute Manager

AMI Dispute Manager

EndofLifeServices

Device Refresh

Recovery Management

Certified Data Erasure

Recovery Management

Reuse & Redeployment

Cosmetic Grading

Diagnostic Testing

Reselling & Remarketing

Employee Buy Programs

Corporate Donations

CostManagement
Monthly Invoice Audit
Monthly Metric Review
Quarterly Optimization
Quarterly Review
Carrier Inventory
Multicarrier Options

Monthly Invoice Audit Against Contract
Monthly Change Validation
Monthly Review of Preventable Costs
Quarterly Zero Usage Plans/Device/Features Review
Quarterly Pool Optimization with Monthly Overage Monitoring

AssetManagement
End User Self Service
Approval Routing
Real Time Inventory
POS Allocations
Devices to Employees
Multicarrier Options

End User Requests & Approval Routing
Ties Devices to HRIS Employee Data & Organizational Groupings
Employee & Department/Group Inventories
Allocation Details Captured at Request Level
Spare Device Pool/Depot Management
Employee Onboarding & Offboarding
Monitors Hardware to Employee Status

MobileThreatDefense

All Threats

Malware
Phishing
Zero-Days
Ransomware

Data Leakage
Account Take-Over
Man-in-the-Middle
Bot Attacks

All Vectors

Malicious Emails
Malicious Websites
Rogue Networks/Apps

Theft or Loss
USB
Human Error

All Devices

Corporate Owned

BYOD

DeviceControl

Full-Service MDM/UEM Solutions

Free Consultation
Deployment
Licensing
Training
Configuration
AOP Helpdesk

Ongoing Administrative Support (Settings/Config Changes)
Locking/Unlocking/Wipe/Erase End User Devices
Application Administration, Deployment & Restriction by Group
Device to Application Issue Resolution
Easy Website Bookmarking, Whitelisting & Blacklisting
OS/Application Forced Updates or Deferrals
Location of Corporate Owned Devices
Security Policy Enforcement
Kiosk Mode (Locking a Device to a Set of Applications)

HelpDesk

Live Answer
Device Email Issues
Tier 1 & 2
Device Disposition
General Issues
Break/Fix

Multicarrier
12x5 to 24/7 Options
Tier 2 Support for Services Specifically Defined
General Issue Diagnosis & Resolution
Device Email Support
Device Disposition, Recycling, Buy Back
Carrier Liaison for Issues
Break/Fix Support
Term-Based & Project-Based Options

FulfillmentServices

Provisioning

Porting

Transfer of Liability

MDM/EMM Config

Profile/Policy Enablement

Application Loading

Restriction Policies

Settings Management

Accessory Pairing

Asset Receiving & Tracking

Staging & Imaging

Kitting

Reporting

Training Documentation

ServicePortal

Multicarrier Workflow & Inventory Management

Cart

Manual Equivalent of AMI's Automation

Customer Case Study

Invoice Retrieval: 

27.08 Hours

PO Verification & Financial Allocation:  

93.75 Hours

Approving Invoices for Payment: 

97.08 Hours

Sub Total:<br 218 Hours (5.5 FTEs) + 5-60min per P2P Fallout Issue</br

Accurate Organizational Chargebacks

1,000.8 Hours

Complete Validation of All Cost Items: 

3,543.2 Hours

Additional Time: 4,544 Hours (113.5 FTEs) + 5-60min per Disputable Charge

Total Time to Replicate AMI's Automation?

119 FTEs

To Achieve Complete Cost Assurance & Accountability

5-60 Minutes Per Issue

Managing Unexpected Cost Items

Anomaly Research
Evidence Collection
Dispute Process

6 Anomalies = 30-120 Minutes of Manual Work

Requiring Verification in Multiple Systems and Managed by Phone or Email

5 Minutes Per Invoice

Manual Approvals & Payments

Emails
Phone Calls
Initiating Payment by Paper Check or ACH

12 Invoices = 1 Hour of Manual Work

Slow Approval & Payment Processes Result in Late Fees & Service Disruption Risk

5 Minutes Per Page

Financial GL Code Cost Allocation

12 Pages = 1 Hour of Manual Work

Reporting is Limited to Financial Structure, Not Business Structure

3 Minutes Per Line Item

Manually Checking Against the PO

10 Line Items = 1/2 Hour of Manual Work

Big, Deep & Complex Invoices

change-mobility3

Mobility & UEM

inventory-2

Network & Telecom

smart-sustainability-2

Utility Providers

one-screen-3

Public/Private Cloud

Hundreds to Thousands of Invoice Pages

Tens of Thousands of Cost Items

Mission Critical Services

Cross-Department Business Accountability

Impossibly Labor Intensive to Audit

Easy to Leave Money on the Table

5 Minutes Per Invoice

Manual Invoice Retrieval & Processing

Web Portal Download
Locating in Email
Scanning from Paper

12 Invoices = 1 Hour of Manual Work

Missed or Improperly Processed Invoices Create Service Disruption Risk
freelancer

Never Miss an Invoice

Predictive & proactive

Do More Than Humanly Possible

Exponential processing capability that forces accuracy

Keep Your Staff Engaged

Scale your talent by managing exceptions, not minutia

Fearless Change Management

Fully integrated with your inventory and validated for cost accuracy

Single Source of Truth

View all dimensions of your vendor relationships in one pane of glass

Never Pay More Than You're Supposed to

Complete confidence, transparency & accountability for every dollar spent

Big, Complex Invoices

change-mobility3

Mobility & UEM

inventory-2

Network & Telecom

smart-sustainability-2

Utility Providers

one-screen-3

Public/Private Cloud

Hundreds to Thousands of Invoice Pages

Tens of Thousands of Cost Items

Mission Critical Services

Cross-Department Business Accountability

Impossibly Labor Intensive to Audit

Easy to Leave Money on the Table

Service Provider APIs & RPAs

Available 24/7
Instantaneous Transactions
Forced Accuracy
Faster Turnaround & Delivery

Allocate

Copied from Previous Period
& Fallout Flagged
for Analyst Follow Up

Approve

Settings Available for
Threshold-Based
Auto Approval to ERP

Pay

vCard, ACH or Check
90-Day Currency Lock
Diversity Spend Attribution

SmartAudit™

Invoice Audited
Contract Terms, Allocations, Usage, Trending, Inventory, Cost Items, Opportunities
& Custom Audit Rules

Validation

Flags Researched
Valid Rates are Linked to Page and Paragraph in Contractual Document in the
AMI Contract Manager

Negotiation

Disputes Managed
Progress Tracked
in Real Time
and Credits are Validated
on Subsequent Invoices

Inventory Enrichment

One Pane of Glass For:

Business Owners

Spend & Usage

Policies

Cost Centers

Hardware Details

Periphery Services

Contracted Rates

Software & Apps

Maintenance Services

Master
Invoice Schedule

Never Misses Invoices & Identifies Duplicates

Automated Invoice Retrieval

RPA, API, EDI & BDF Technologies

Granular
Data Extraction

Lowest-level Cost & Usage Data

SmartCMDB™
Invoice Inventories

ETL: Inventories Invoice & Flags Changes
Rates, Fees, Quantities, Assets, Service Status, Entities, Addresses, Identifiers & Relationships

Schedule Time with an
AMI Partner Specialist

We will connect you with partner specialist to discuss:
  • What you are looking to achieve with an AMI partnership
  • Partnership options and next steps
Contact Us

AMI's
Utility & Sustainability
Test Drive

Through our Utility & Sustainability Test Drive, you decide what you would like us to do.

We load three months of gas, water, and power invoices from your largest facilities through our platform. Then, our analysts review the results and prepare a summary of their findings.
What We'll Need:
  • Three months of your PDF invoices from any carrier in your environment (domestic and/or global)
What to Expect:
  • Pre Analysis: A quick call to learn a few things about your current environment and coordinate securely sharing your invoice data with us.
  • Post Analysis: A call once the analysis is complete to review our findings.
Option 1: Sustainability Baselining:
Complimentary review providing you:
  • A tour of your data in the AMI platform, detailing granular site-by-site energy consumption and spend.
  • Quick identification of usage spikes based on trending data
  • Avoidable spend savings 
  • An overview on how you can create targets, measure results, identify outliers and prioritize improvements.
  • A demonstration of how easy it is to integrate Scope 2 consumption data directly from our system to any desired environmental reporting framework.
Option 2: Historical Utility Audit:
Contingency-based audit that analyzes:
  • Site-by-site energy consumption and spend
  • Historical billing and tariff errors
  • Benchmarking recommendations
  • Underutilized tax incentives
  • Other state, local, and federal programs you qualify for
  • Alternative utility provider options (deregulated markets)
  • Green energy alternatives
  • Anything else that jumps off the page
Choose One or Both Options - Get Started Now:

AMI's
Complimentary
 Mobility Health Check

Through this analysis, we run your latest three mobility invoices through the AMI platform. Then, our analysts review the results and prepare a personalized summary of their findings.
What We'll Need:
  • Three months of your PDF invoices from any carrier in your environment (domestic and/or global)
What to Expect:
  • Pre Analysis: A quick call to learn a few things about your current environment and coordinate securely sharing your invoice data with us.
  • Post Analysis: A call once the analysis is complete to review our findings.
What We Typically Review:
Recommendations on:
  • Domestic data & voice pool optimization 
  • Standalone & bundled plan optimization
  • Zero/low/high usage devices, plans & features
  • Overages & usage charges
  • 3rd party charges
  • Situational savings (early termination fees, activation fees, late fees, etc.)
  • Anything else that jumps off the page
Get Started Now:

AMI's Historical Telecom Audit

Through this contingency-based analysis, AMI can assist you in reducing your IT budget or unlocking new funds to pursue other projects through a complete MRI of your largest telecom service providers.
What We'll Need:
  • Three months of your PDF invoices from the largest carriers in your environment (domestic and/or global)
What to Expect:
  • Pre Analysis: A quick call to learn a few things about your current environment and coordinate securely sharing your invoice data with us.
  • Post Analysis: A call once the analysis is complete to review our findings.
What We Typically Review:
  • An extensive review consisting of thousands of automated audits that hunt for savings based on known billing errors, NNI/UNI/EVC correlations, filling in data from FCC databases/LERG/NECA/other industry databases, benchmark savings, service provider consolidation, and modernization savings.
How Far Back in TIme Can AMI Dispute Identified Billing Errors?
  • In most cases two years, but in some cases up to seven years.
Get Started Now:

Discover
Something Great

Book a time below and get a free service provider inventory report.

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