Audit and Optimization

FIRST 30 DAYS: Pull together the data necessary for CBI to conduct audit project. Prerequisites for CBI to begin work on following project milestones.
NEXT 60 DAYS: CBI will audit all recurring and non recurring rate elements against the applicable contract and/or tariff, identify any billing service cost avoidance, pricing and/or optimization opportunities.
FINAL 30 DAYS: CBI will implement all recommendations approved.
ONGOING MAINTENANCE: Confirmation of accurate implementation of recommendations, savings verification.

Conduct Wireline Cost Savings Billing Audit and Savings Service Optimization Assessment
- CBI builds the inventory of services by location based on invoices, vendor provided inventory and clients internal inventory. Discrepancies between the sources are addressed.

Auditing against Optimization
- CBI reviews the billing services to determine if there are any billing service optimization opportunities, cost avoidance opportunities, and/or pricing opportunities.

Auditing against Contract
- CBI audits all recurring and non-recurring rate elements against the applicable contract and/or tariff.

Implementation of Corrections
- CBI submits corrections on pre-approved items on clients behalf
- No pre-approved items
- Report to be sent to clients Team for review
- Clients team approves
- CBI submits corrections

Conduct Wireless Cost Savings Billing Audit and Savings Service Optimization Assessment
- CBI audits all recurring and non-recurring rate elements against the applicable contract and/or tariff.
- CBI reviews the billing services to determine if there are any billing service optimization opportunities, cost avoidance opportunities, and/or pricing opportunities.

Wireless Service Optimization will include:
- In-Depth Optimizations Lifecycle – Savings – Long Term
- Unbilled Usage Analysis – in-bill cycle catches
- Monthly Audit – High level fixes – Rate plan and feature corrections
- Quarterly – Holistic review of the account
  - 1. Pooling
  - 2. Feature changes
  - 3. Roaming and LD corrections
  - 4. Zero Usage
  - 5. Trending

Claims Submission and Audit Trail
- CBI documents each issue to support the recovery process. CBI identifies, quantifies and presents to client all savings and cost avoidance findings resulting from this engagement.
- CBI files client approved claims with the appropriate vendors and any other responsible party with complete documentation required to recover the funds.

Savings Recovery
- CBI manages the recovery process, escalating open claims with the vendor and meeting with the vendor on a regular basis to work towards timely resolution.
- CBI provides Dispute Management reporting that includes status and aging of all the audit’s open and closed claims sortable by CBI by issue.

Implementation of Corrections
- CBI submits corrections on pre-approved items on clients behalf
- No pre-approved items
- Report to be sent to clients Team for review
- Clients team approves
- CBI submits corrections

Conduct Project Planning Meeting
- The engagement kicks off with a planning meeting. This meeting brings key team members to a common level of understanding regarding the project’s objectives, expected outcomes and deliverables. To accomplish this task, CBI meets with key client staff to discuss the business and technology goals and future vision of client’s data network, voice and mobility. The client conveys expectations for the project to the key team members, including roles, responsibilities and project requirements.
- During the project initiation meeting, CBI reviews the engagement approach, discuss roles and responsibilities, verify key dates and milestones, identify resources required, and organize project logistics. CBI provides weekly Project Status Reports.

Review the current Environment, Strategic Objectives and Future Vision
- The purpose of this task is to become even more familiar with the current client network communications infrastructure, strategic objectives and future vision. The primary objective of this step is to discuss key trends, processes and technology drivers to determine what potential those trends have in achieving the strategic goals and objectives. The outcome of this step is to gather the requirements and strategies to support the development of RFPs.

Carrier Document Development
- CBI develops and provide content for inclusion in RFPs or other carrier communication documents. CBI works closely with the client to develop language that addresses issues identified in the previous tasks and that captures and accurately describes client’s needs and requirements through a combination of information gathering meetings, either in person or over the phone, between CBI and client’s project team members, and content development by CBI.

Project Recap
- Provide executive level summary of decision outcomes and future savings.

Conduct Project Planning Meeting
- The engagement kicks off with a planning meeting. This meeting brings key team members to a common level of understanding regarding the project’s objectives, expected outcomes and deliverables. To accomplish this task, CBI meets with key client staff to discuss the business and technology goals and future vision of client’s data network, voice and mobility. The client conveys expectations for the project to the key team members, including roles, responsibilities and project requirements.
- During the project initiation meeting, CBI reviews the engagement approach, discuss roles and responsibilities, verify key dates and milestones, identify resources required, and organize project logistics. CBI provides weekly Project Status Reports.

Review the current Environment, Strategic Objectives and Future Vision
- The purpose of this task is to become even more familiar with the current client network communications infrastructure, strategic objectives and future vision. The primary objective of this step is to discuss key trends, processes and technology drivers to determine what potential those trends have in achieving the strategic goals and objectives. The outcome of this step is to gather the requirements and strategies to support the development of RFPs.

Carrier Document Development
- CBI develops and provides content for inclusion in RFPs or other carrier communication documents. CBI works closely with the client to develop language that addresses issues identified in the previous tasks and that captures and accurately describes client’s needs and requirements through a combination of information gathering meetings, either in person or over the phone, between CBI and client’s project team members, and content development by CBI.

Project Recap
- Provide executive level summary of decision outcomes and future savings.

PHASE 1 - CONDUCT SAVINGS SERVICE OPTIMIZATION ASSESSMENT