Telecom Invoicing, Analysis, and Cost Recovery: The Bring Your Bills Training Course Discontinued and replaced by: Certified Telecom Audit Specialist

Overview

Learn how to identify savings and recover money for your company.

The Bring Your Bills telecom training course is a 3-Day course on identifying errors, inefficiencies and recovering credits using your own organization's telecom service invoices and contracts.

This hands-on telecommunication training course is designed to educate you in all aspects of telecom invoicing and analysis, and prepares you to efficiently manage telecom costs on an ongoing basis. The training includes three core modules:

• Invoices & Contracts
• Identification, Analysis, Correction & Recovery
• Optimization & Cost Control Management

Each module is a building block for a proven methodology that will enable you to identify savings, negotiate credits with your service providers, and implement savings strategies. Using your own telecom invoices and contracts, you will apply your knowledge and the skills learned to save your company, money.

By participating in this training seminar, you'll learn:

• Service provider invoice essentials
• Service provider contract essentials
• Rate verification and error identification
• Contract compliance verification
• Negotiating credits for overcharges and errors
• Invoice and contract consolidation
• Strategies and techniques for successful service provider negotiations
• Financial management and cost control strategies

How You and Your Company Will Benefit

Application of the fundamentals presented in this workshop will enable you to:

• Identify savings and cost reduction opportunities
• Recover overcharges for unused and incorrectly invoiced services
• Consolidate invoices/accounts to maximize contractual discounts
• Avoid contract pitfalls
• Maintain cost controls and directly impact the telecom budget

These core skills will enable you to immediately impact the cost of your company’s telecommunications infrastructure.

Who Should Attend

This telecommunication training course is ideal for Telecom Managers, IT/IS Managers, Telecom Analysts, Telecom Specialists, and Accounts Payable Specialists will all benefit from this workshop. If you are responsible for any of the following telecom functions, then you should attend:

• Validating invoice accuracy
• Processing invoices for payment
• Contracting with service providers
• Managing a telecom budget

Course Outline

Day 1:

• Learn how to audit your local provider telecom invoices
• Validate the accuracy of your local provider telecom invoices
• Review your local provider telecom contracts
• Learn how to negotiate billing error correction
• Learn how to obtain credits for overbilling
• Learn how to reduce telecom costs by eliminating unneeded services and optimizing contract performance

Day 2:

• Learn how to audit your long distance provider telecom invoices
• Validate the accuracy of your long distance provider telecom invoices
• Review your long distance provider telecom contracts
• Learn how to negotiate billing error correction
• Learn how to obtain credits for overbilling
• Learn how to reduce telecom costs by eliminating unneeded services and optimizing contract performance

Day 3:

• Learn how to audit your data and wireless provider telecom invoices
• Validate the accuracy of your data and wireless provider telecom invoices
• Review your data and wireless provider telecom contracts
• Learn how to negotiate billing error correction
• Learn how to obtain credits for overbilling
• Learn how to reduce telecom costs by eliminating unneeded services and optimizing contract performance

Day 1: Local Invoice Audit

Invoice Objectives

• Categorize
• Catalog

Project Session #1:

Build Local Invoice Analysis Catalog

Billing Platforms

• Carriers
  • Local
  • Consolidated
  • Resellers
• Types of Invoices
  • Detail
  • Summary

Local Invoice Essentials

• Details
  • Cost Components
  • Contract Discounts
  • Taxes, Surcharges & Fees
• Relationship to Contracts

Local Telecom Contracts

• Terms & Conditions
  • Contract Length
  • Discount Types
• Revenue Commitments
• Escalating MAC/MARCs
• Contributory Charges

Contract Compliance

• Service Provider Compliance
• Client Compliance

Invoice Analysis

• Documenting
• s Commitments
• s Outline Costs
• s Calculating Discounts
• Supporting Collateral

Project Session #2:

Identify Contractual Cost Components for Invoice-to-Contract Analysis

Project Session #3:

Analyze Invoices - Local

Error Correction Negotiation

• Billing Platform
• Unused/Discontinued Services
• Credits/Refunds

Project Session #4:

Develop Error Correction Project Plan

Standard Inefficiencies

• Expense Types
  • Loose Traffic
  • Wire Maintenance
  • Equipment Insurance
• Unauthorized Charges
  • Internet Services
  • Advertising
  • 900 Calls

Project Session #5:

Identify & Document Standard Inefficiencies

Optimization

• Vendor Consolidation
• Service Consolidation
• Traffic Contribution
• New Technology
• Soft Dollar Savings

Project Session #6:

Develop Optimization Plan

Telecom Management Best Practices

• Methodology
• Control
• Contract Tracking
  • Term Expirations
  • Revenue Commitments
• Service Levels Choosing Term Lengths
• Rate Trends
• Business Initiatives

Day 2: Long Distance Invoice Audit

Invoice Objectives

• Categorize
• Catalog

Project Session #7:

Build Long Distance Invoice Analysis Catalog

Billing Platforms

• Carriers
  • Long Distance
  • Consolidated
  • Resellers
• Types of Invoices
  • Detail
  • Summary

Long Distance Invoice Essentials

• Details
  • Cost Components
  • Contract Discounts
  • Taxes, Surcharges & Fees
• Relationship to Contracts

Long Distance Telecom Contracts

• Terms & Conditions
  • Contract Length
  • Discount Types
• Revenue Commitments
• Escalating MAC/MARCs
• Contributory Charges

Contract Compliance

• Service Provider Compliance
• Client Compliance

Invoice Analysis

• Documenting
  • Commitments
  • Outline Costs
  • Calculating Discounts
• Supporting Collateral

Project Session #8:

Identify Contractual Cost Components for Invoice-to-Contact Analysis

Project Session #9:

Analyze Invoices - Long Distance

Error Correction Negotiation

• Billing Platform
• Unused/Discontinued Services
• Credits/Refunds

Project Session #10:

Develop Error Correction Project Plan

Standard Inefficiencies

• Expense Types
  • Loose Traffic
  • Casual Traffic
• Unauthorized Charges
  • Slamming

Project Session #11:

Identify & Document Standard Inefficiencies

Optimization

• Vendor Consolidation
• Service Consolidation
• Traffic Contribution
• New Technology
• Soft Dollar Savings

Project Session #12:

Develop Optimization Plan

Telecom Management Best Practices

• Methodology
• Control
• Contract Tracking
  • Term Expirations
  • Revenue Commitments
• Service Levels Choosing Term Lengths
• Rate Trends
• Business Initiatives

Day 3: Data and Wireless Invoice Audits

Invoice Objectives

• Categorize
• Catalog

Project Session #13:

Build Data Invoice Analysis Catalog

Billing Platforms

• Carriers
  • LEC
  • IXC
• Types of Invoices
  • Detail
  • Summary

Data Invoice Essentials

• Details
  • Cost Components
  • Contract Discounts
  • Taxes, Surcharges & Fees
• Relationship to Contracts

Data Telecom Contracts

• Terms & Conditions
  • Contract Length
  • Discount Types
• Revenue Commitments
• Sub-commitments

Contract Compliance

• Service Provider Compliance
• Client Compliance

Invoice Analysis

• Documenting
  • Commitments
  • Outline Costs
  • Calculating Discounts
• Supporting Collateral

Project Session #14:

Identify Contractual Cost Components for Invoice-to-Contract Analysis

Project Session #15:

Analyze Invoices - Data

Error Correction Negotiation

• Billing Platform
• Unused/Discontinued Services
• Credits/Refunds

Project Session #16:

Develop Data Services Error Correction Project Plan

Wireless Invoice Essentials

• Cost Components
• Corporate Discounts
• Call Detail
• Taxes, Surcharges & Fees
• Standard Inefficiencies

Wireless Telecom Contracts

• Terms & Conditions
  • Contract Length
  • Discount Types
• Revenue Commitments

Project Session #17:

Complete Wireless Contract Analysis & Usage Trending Templates

Project Session #18:

Develop Wireless Error Correction Plan

Optimization

• Data Services
  • Waivers & Discounts
  • Technology & Packaging
• Wireless Services
  • Pooled Usage
  • Plan Right Sizing

Project Session #19:

Develop Data Optimization Plan

Project Session #20:

Develop Wireless Optimization Plan

Telecom Management Best Practices

• Methodology
• Control
• Contract Tracking
  • Term Expirations
  • Revenue Commitments
• Service Levels Choosing Term Lengths
• Rate Trends
• Business Initiatives

Workshop Software & PC Requirements

An inventory, invoice, and contract management software toolkit is included with this workshop. The toolkit contains MS Excel-based and MS Word-based templates. The toolkit will be provided to you on CD-ROM for installation on your laptop during the workshop.

If you are unable to bring a laptop computer to the workshop, please notify us at least ten business days prior to the workshop to make arrangements. Please bring your organization's telecom invoices and contracts to work with.

Take Home CD-Based Toolkit

Each workshop attendee receives a course workbook specifically designed for the session. The workbook contains analysis samples and analysis templates for use during the workshop. A workshop toolkit is included, containing valuable resources for managing your telecommunications environment. It is designed to enhance the principles and methodology learned during the workshop. The toolkit includes:

• Workshop Methodology - The methodology for the workshop and the process by which invoice analysis, contract interpretation, service optimization, and ongoing management occur is defined in these documents.
• Telecom Invoice and Contract Management Toolkit - This toolkit contains invoice management, contract management, and cost distribution reports with graphs.
• Invoice Analysis Templates - Standardized templates for performing invoice-to-contract compliance analysis for calling card, circuit, data, voice, and wireless service types are included.
• Discovery Documentation Template - The discovery documentation template provides a standard and accurate mechanism for documenting service provider errors and tracking error correction.
• Tariff and Price Guide Locator - This locator supports primary IXCs and LECs, and is used to locate tariffs and service guides regulating your telecommunications service contracts.
• Uniform Service Order Code (USOC) Locator - The USOC locator enables quick and accurate identification and interpretation of service provider customer service records (CSRs).
• PIC Code Directory - The PIC Code Directory lists all toll carrier subscription codes.
• Tax and Surcharge Description - This document provides definitions and insight into the nature of taxes, surcharges, and fees assessed on your telecommunications invoices.
• State Regulatory Agency Locator - This locator contains links to the telecommunications regulatory agencies for all 50 states and the District of Columbia.
• Telecom Management Resource Tool Index - A collection of quick reference links to the most valuable Internet resources available to support telecom management.

Registration Fees
The per student registration fee for this seminar is $2,395, and includes the seminar, course materials, and a CD-based toolkit.
Why not bring your associates?  Register three or more attendees from your company for the same seminar and receive 10% off!

Class begins at 8:30 AM and ends at 5:00 PM.  Please arrive at 8:15 AM.

To register, use the "Book Now" button or please call (708) 246-0320

Seminar Schedule

No schedule at this time

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Payment is due prior to the conference.  If payment is not received, a credit card hold will be required for participation.  This card will only be processed if payment has not been received within two weeks following the conference.

Cancellation Policy.  Registrants may cancel up to fourteen days in advance of the seminar start date for a full refund, less administrative fees of $400.  Or, you may transfer your registration to another member of your company at no additional charge.  Registrants cancelling within fourteen days of the seminar will receive credit, less administrative fees of $400, toward any other Resource Center seminar.  In the unlikely event that a seminar must be cancelled, you will be notified at least one week prior to the seminar date. Seminar provider is not responsible for losses due to cancellation including losses on advanced purchase airfares.

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