8 a processes (2)

8a Scope, Processes & Rules of Engagement

- Gerson Gonçalves- Ana Baroncelli- Carolina Ochoa

8a FY07/FY08 Scope of Work

Copyright ©2006 CA. All rights reserved. All trademarks, trade names, services marks and logos referenced herein belong to their respective companies. 3

Marketing & Sales Portal

Content generation, translation and updating. Design of the following sections:- Marketing Plan- Marketing Resources- Market Information- Channel Marketing* (Documents and information for 1Tier Channel)- CA Press- Marketing & Sales Tools- Newsletters with Search Tool- Internal sites by campaign, including the following sections: Plan, Sales Resources, Marketing Resources, Leads by Country,

Calendar- CA Brand

Development, update and maintenance of the following systems:- Events and activities calendar including filter/search tool and back-end for events updating - Sales Quiz- Back-end for leads updating- Sales Clinics portal- Search portal for customer references, sales wins, testimonials and press releases- eGift Store by country- Registration: restricted access by profile and users management- Users Tracking system including back-end for visualization- MDF Portal for 1 Tier

New sections - Creation, development, content generation and implementation according to new requirements

Monthly reports

Hosting

- * Development and maintenance of 2 Tier channel systems managed in different contract


Regional CampaignsCampaigns e-mails blasts – regional (3 languages)- Design, development, editing, content generation and English-to-Spanish translation to:- Launching e-mails- Event invitations, Reminders and Gratefulness- Online Registration- Promotions, On Demand Pieces- Custom e-mails by country- Statistical graphs and evolution monitoring to visualize the effectiveness

Landing Sites - regional (3 languages)- Campaign landing sites - Design, editing, translation and development (3 languages)

Translation*- English-to-Spanish Translation* - Collaterals by campaign (Brochures, White Papers, Sales Guides, and adapting other

materials content)

Digital banners, advertisements, graphic pieces- Digital banners, brochures, flyers, advertisements - Design and development

StrategyMix - Campaign setup: Upload email blast and collaterals, perform: database segmentation according to criteria defined by

campaign manager, survey setup, smart response setup from survey or papers/webcasts, seminar/webcast registration setup, upload recorded webcasts, email drops schedule and monitoring

1 Tier Channel- Adapt Campaigns for 1 tier partners: Events invitations, materials and landing sites, marketing pieces design and

development for channel special promotions (spiff, bundles, rebates …), customize marketing pieces for partners, email blasts tracking.


ca.com, newsletters, miscellaneous

1 Tier Channel- Adapt Campaigns for 1 tier partners, Design Partner Marketing and Loyalty/Incentive Programs- Events invitations, materials and landing sites, marketing pieces design and development for channel special promotions (spiff, bundles, rebates …), customize marketing pieces for partners, email blasts tracking

• ca.com sites (LAT)• Maintenance and update ca.com sites localized by LAT countries with mandatory and optional content. It requires:

• Content update• Design and development of new sections• Digital banners design• Structure adjustment to ca.com redesign• Create and Manage content thru CMS

•Newsletters• Market Watch Newsletter - Design, content generation, redaction, collaterals localization, html implementation• My Sales Clips plus subscription administration

•Others• PDF design and layout (Customer references, sales wins, and more)• English-to-Spanish translation*: • Design and implementation: specific e-mails not related to Hot Campaigns (Maximum 15 per month)


8A

BRANDCa.com

Customer Alliance Program

Mkt Intelligence

PR

Solutions GEOLocalizationMicrositesEmail piecesBrochuresSales toolsMarketing ToolsWeb bannersTranslations and content generation

Press ReleasesAd Materials delivery

MicrositeEmail blastsLaunch supportEvent registration TrackingTranslations and content generation

Market Watch

Sales Wins/References

Brasil Argentina Chile Colombia Venezuela MexicoPeru

Events: InvitationBannersRegistration systemPost event systemBrochuresAdvertising

ESPs Loyalty/Incentive CampaignsDeal Registration SystemTraining SystemsEmails/brochures/sales tools/competitive informationPartners events Marketing supportTranslations and content generationCalatam.com maintenance and development

Requests come from…

C&C

Eventos CorporativosSeminariosLanzamientos de ProductosPromocionesCongresos / ExposicionesEventos SocialesFiestas de Fin de Año


Where information is hosted/published

Marketing & Sales Portal

Campaign Central

calatam Ca.com

Market Watch X X

Sales Wins/References X X x

Country Requests X X X

GEO Campaigns X X X

GEO Campaigns for ESPs X X X

Press Releases* X X X

Brand Assets/requests X X X

* Also published in the PR Dashboard


Rules of EngagementActivity Information require (Brief)

Days to complete Draft

Event Invitation

Priority (Normal, Urgent, Critical)Title/ DescriptionProduct/BUDate/ Place/ Hour Event Type (Sales, DG, etc)Target (end users: CEO, CIO, Manager, technical level, partners: ESP, Premiers, Affiliate, press) Agenda / Registration dataImages if required special images (Example Partner logo)

3

Site publication YES or NO if yes define where and how (Text, banner, size .. ) +1

Registration Form YES or NO if yes select option:oForm to emailoDatabase Online

+1+2

Email sending YES or NO, If yes define and send database +1

Email Tracking YES or NO +1

Reconfirmation Email YES or NO +1

Post event thanks email YES or NOoHTML OnlyoWith attach materials and tracking

+1+2

Post event landing site YES or NO +2

Event final report YES or NO +1

Website update (ca.com and Landing pages)

Priority (Normal, Urgent, Critical)DeadlineSpecify site (ca, portalla o calatam), country and section Update Description:Type:

oAdd New SectionoContent updatingoAdd/replace Image/banneroAdd/replace documents (specify format)

Require Translation YES or NO

TBD


Rules of EngagementActivity Information require (Brief)

Days to complete Draft

Campaigns e-mails blasts

Priority (Normal, Urgent, Critical)Launching DateProduct/BUDescriptionContent Generation YES or NO Languages (Spanish, Portuguese, English)Call To action

4

Documents to be attached YES or NO oWithout TranslationoWith Translation

+0TBD

Site publication YES or NO if yes define where and how (Text, banner, size .. ) +1

Email sending YES or NO, If yes define and send database +1

Email Tracking YES or NO +1

Request/Contact Form YES or NO +1

Graphic Materials

Priority (Normal, Urgent, Critical)DeadlineProduct/BUDescriptionContent Generation YES or NO Languages (Spanish, Portuguese, English)Call To actionImage to be attached YES or NO Technical Specifications

oFile Format and resolutionoSize

TBD

Application development

Priority (Normal, Urgent, Critical)DeadlineProduct/BURequirement descriptionGoal

TBD


Key StakeholdersMarket Watch Diego Forte

Sales Wins/CAP Lays Agustini

Country Requests

Marçal Araujo, Florencia Rios, Alejandra Hamelink, Nathalia Hencker, Natalia Ortiz, Pedro Gil

GEO Campaigns Marilan Bagatini, Marcelo Altamura

GEO Campaigns adapted for ESPsMarilan Bagatini, Marcelo Altamura, Alfredo Taborga

Press Releases Linette Gomez

Brand Assets/requests Linette Gomez

Marketing & Sales Portal Ana Baroncelli

Campaign Central Ana Baroncelli

Calatam for ESPs Alfredo Taborga

Ca.com Linette Gomez


If you have a need, here’s how you should request…

The marketing request system is in development process




8 a processes (2)

Economy & Finance

design partner marketing

content update design

sales resources

advertisements design

languages design

sales guides

sales clips

sales quiz