FOCUS. PEOPLE. COMPETENCY

bChannelsExpertise and ExperienceOEM Fund Management

What is the process ...?

Introduction

bChannels is a specialist in the design and management of indirect partner programs for technology companies. This brief presentation summarises our experience running co-marketing claim process for hardware vendors who manage fund compliance on

behalf of OEM’s like Microsoft and Intel.

Channel Partner Hardware Vendor OEM Vendor

Our Client

Example: Lenovo Example: Intel

Wants to run a campaign.

Applies for funds.Ensures application complies

with OEM vendor rules.

Submits application using OEM vendor tool.

Approves or rejects the fund usage application.

Receives usage reports, pays funds to hardware vendor.

Manages fund payment to partner and reporting to OEM.

Executes activity.

Three Components Outsourced

Channel Partner Hardware Vendor OEM Vendor

Our Client

Example: Lenovo Example: Intel

Wants to run a campaign.

Applies for funds.Ensures application complies

with OEM vendor rules.

Submits application using OEM vendor tool.

Receives usage reports, pays funds to hardware vendor.

Manages fund payment to partner and reporting to OEM.

Executes activity.

What are the benefits ...?

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● Compliance: To meet OEM fund management rules and reporting needs.● Administration: Internal workload reduced, managed by a specialist.● Partner Experience: Improved process, slicker reporting, faster payment.

Outsourced to bChannels

Approves or rejects the fund usage application.

Ensure Application Complies with OEM Vendor Rules, Submit using OEM Tool

Run ActivityCreate Media

Placement

Intel ApprovesActivity Information

and SOW

SubmitStatement

ofWork (SOW)

SubmitPaymentRequest

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Ad

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Submit ActivityInformation

Creative Brief

ExampleWe’re using here as an example the Intel Joint Marketing Program (JMP).

Proposed activities (SOW) are summarised in a prescribed Excel

format and then entered into the Intel IION tool for approval.

bChannels also manages reimbursement issues using the OEM vendor’s approved tool,

here Intel Ticketing.

bChannels ensures that Intel brand usage and campaign reimbursement rules are followed.

Approve Activity, Gather Proof of Performance, Manage Release of Payment

The partner must provide Intel ‘Proof of Execution’ which bChannels audits.

bChannels then approves release of funds to the partner and matches funds paid to funds

recovered from the OEM vendor.

● For the OEM VendorbChannels can increase compliance and reduce workload for hardware vendor partners, which means co-funded activities are approved and executed more quickly and more effectively.

● For the Hardware VendorbChannels significantly reduces internal administration and associated cost. We also speed up the activity approval cycle so partners are happier and funds are managed more tightly.

● For the PartnerbChannels increases perceived ease of doing business by streamlining the activity request and claim submission process.

We are looking to add more vendor clients to our portfolio, enabling us to expand our specialist team who focus on OEM fund management activity.

Why This Matters

FOCUS. PEOPLE. COMPETENCY 7