About Managed Maintenance, Inc. ………................................................1ONEview ………………………………………………................................................2What is ALERT-me and How Does It Work? ...........................................3How Do We Begin ………..........................................................................4Basic Navigation, Help, Video & Chat………………………………….….…………..5Introduction to the Dashboard ………….………………………………………………6-7Editors Tab…………………………….………..…….………………………………………..….8Report Tab ……………………………….………………………..………………………………9Report Tab – Creating a Custom Report .…………………………………………….10-11Reporting & Creating your Own Report ……………………………………………12Advanced Search ……………………………………………………………………..........13Notifications .…………………………………………………………………………………...14Create Your Own View..………………………………………………………………………15Need Further Assistance? ………………………………………………………………....16

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MMI solutions enable technology manufacturers (OEMs), their channel partners, distributors, and service providers to maximize service contract and equipment replacement revenues, while helping end-user organizations ensure uninterrupted maintenance and support coverage.

Company History

Established in 2007, headquartered in Boca Raton, FL

Manage and negotiate $500M+ in maintenance business

Invests 50% of profit into R&D of our ONEview SaaS application

Security is the highest priority – annual independent security

audit performed by IBM

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A SaaS Solution for Enterprising

Technology Providers

ONEview is a globally-hosted and dynamic,

interactive, SaaS application allowing organizations

to track and manage their hardware and software

assets, associated warranties/licenses, and

support/service contracts. ONEview enables

executives, in the age of Big Data, to eliminate

complexity and streamline the entire contract

management process.

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What Is and How Does It Work?

MMI’s ADDvantage+ ALERT-me program gives Lenovo and it’s channel the ability to maximize service revenue opportunities by providing an easy to use web portal for opportunity identification, maintenance service sales management, and providing proactive notifications of upcoming maintenance and services renewals.

How does it work?Proactive notifications and list price quotes will be sent once a month for:

• All new machines sold without a warranty upgrade within the past 30 days, • All machines that have a warranty exit within the next 90 days (where no post

warranty maintenance has been sold)• All Service Packs expiring in the next 90 days

What are the benefits?• Access to our ONEview portal for tracking ALL hardware and software assets, and

associated maintenance and services. • Increased revenues by improving maintenance and service contract renewal rates.• Reduction in contract management time and cost through better customer

enablement.• Improved customer satisfaction and retention by proactively renewing service

contracts.

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When you log into ONEview your screen will always default to the dashboard providing a high-level overview of critical information such as alerts of items needing attention, groups of summary data, and customizable graphs. Each section has options to get more detailed data, and changes automatically to always provide the user with real-time information. Also available are options to email, export, or print information from within the display. Users can turn off unnecessary widgets and create new ones so they are seeing the information that is most valuable to them. ONEview is designed to be extremely flexible allowing each of our customers the ability to customize views to support their business and business processes.

Basic Navigation, Help, Video & Chat

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You will note at the top of the dashboard and on all subsequent screens you will find tabs for the different ONEviewmodules. This is how you will begin to navigate ONEview.

You will note a “viewing as” field in the upper-right corner. It is here that you may select to view data on an individual client basis, or across all your end-user clients at once. This is critical to viewing subsets of individual client data and also managing that data and any online client requests.

Introduction to the DashboardThe ONEview dashboard is the entry point to your organizations data and you will want to organize and display this information in a format that is meaningful to the users within your organization. The dashboard is made up of alerts, charts, and widgets.

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From the ONEview dashboard, users receive high-level updates on:

• Upcoming Renewals• Active Assets / Contracts• Pending Action Items• Customer Service Requests

By scrolling over text or images, users are given options on what actions can be taken:

The Hourglass icon = view detail data

The Excel icon = export data

The Envelope icon = email data

The Printer icon = print data

Clicking interior sections of the on-page graphs will allow a user to drill into the detail behind the selected data.

Clicking the contract number in the “Top Renewals” list will allow a user to drill into the detail data associated to that contract/renewal.

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You may create a new widget or manage existing widgets by selecting ‘Manage widgets’ at the bottom of the right-hand column. After arranging your widgets in an way that is meaningful to you, the application will remember this arrangement for the next time they are viewed.

The widgets are created and displayed to enable the user to perform their work more efficiently. Pre-populated widgets include items like shortcut links to Customer Service Requests, Reports and high-level snapshots of assets and contracts.

Introduction to the Dashboard

Editors Tab

The icon ribbon bar allows a user to select which data type to view or edit. Filters are used to select the company(s) that the user would like to view/edit. NOTE: A users credentials and permissions will determine what company(s) information can be viewed.

Advanced Search capability is available for all information within ONEview, including custom fields. Within any grid, columns can be added, removed or sorted to allow customized views for all users. Users also have the ability to save these customized views for future login.

Mass editing of data (including deletions) can be made within the grid as well.

NOTE: the ability to add, edit or delete data is based on permissions. If a user does not have the proper permission, they willnot be able to add, edit or delete data, however they can still view the data if given the permission to do so.

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Report Tab

• Navigate through available reports on the vertical menu on the left:• Favorite Reports: Each user can mark any report that they have access to as a favorite for

quick access.• Shared Reports: Users can share reports with other users in their organization and also their

down-line customers.• Custom Reports: Users have the ability to create custom reports with conditions and

additional fields.• General Reports: Basic reports that are native to the system and available for all users.

• Tabbed dashboard allows users to open and close reports for ease of use and access.

• Report Actions Section:• Simple and Advanced Search capability• Export, email or print data• Add reports to favorites, share reports or clone a report in order to create a custom report• Set up custom notifications• Create custom graphs• Refresh reports, change the columns in the grid or save a view.

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To create a custom report, select ‘Clone’ on the Reports homepage:

Select what column headers will be represented in the report.

Select conditions to filter results, click save.

Click Continue customizing report to name your report.

Report Tab – Creating (Cloning) a Custom Report

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On the ribbon bar you can select:

• Expiring Contracts – Provides an actionable list of expiring contracts available to quote for renewal.

• Requests – View a list of all in progress or completed renewals.

Report Tab – Creating (Cloning) a Custom Report

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With all these pieces in place, you will now be able to provide informative contract, revenue and asset reports with the touch of button. For more in-depth or custom reporting you can create your own reports to refer to and share with your team and / or clients, which can also be delivered to users proactively on a set schedule.

Reporting & Creating your Own Report

To begin setting up your own custom reports, first click on the Report Tab and open any report you want to customize by clicking clone on the right. Choose the fields you want and add the criteria or conditions to filter by making selections from the conditions drop down and combo box. Click continue and enter the name of your report with an optional description.

You will see your newly created report automatically under Favorites and in the custom reports box on the left. Click edit to change your selections at any time.

By leveraging custom reports you have the opportunity to create reports that provide meaningful and actionable data integral to your business processes and sales.

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To help you easily view actionable data ONEview has been built with a comprehensive query and search capability. You will notice that on every grid within the application there is an option to perform an advanced search highlighted by a magnifying glass.

Advanced Search

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When clicking the advanced search icon you will be presented with a drop down of all fields pertinent to the items available within the grid. You can select a field to query from that drop down. Options for a value selection to include in the search will then be visible. Determine the criteria and click the add button.

Once you have made those selections you can continue to narrow the search by repeating the process on additional fields with additional criteria. Once you are satisfied with the defined search criteria you simply select run to view the results. If this is a search you will be called on to repeat you can choose to name and save the search to refer to and share in the future.

Through ONEview's notifications module you don't ever have to worry about having the time to log into the system to retrieve the key business reports you have created. Instead with a few simple clicks of the mouse you can set your report to be proactively emailed to you and any other users or clients within or outside the business who rely on that data.

Notifications

To set up your own notifications, choose the reports tab and the report / notification you want to receive. On the right under report actions you can click on Notification.

Once open you will be able to select from a drop down list of all available reports you have access to including any custom reports you have created. Enter the date you would like to start receiving the reports, the interval you would like to receive them, and even a short description of the report if you choose.

Now, select to save the notification if it is for your personal use only or you can opt to save and share the notification with others.

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As you begin to use the system on a more regular basis you may want to arrange the data in a format that is intuitive to your line of thinking or better supports the need of your business. With that in mind and in keeping with MMI's focus on flexibility, ONEview has been developed to give any user the ability to customize any grid in ONEview to display only those fields required in the desired order. These grids are found on all of the Editors forms, Reports and Customer Service Requests.

Create your Own View (Grid Overview)

To create the view you want, click on the Columns option located at the top left of every grid. A dialog will display with the currently selected fields on the left and the available fields on the right side.

Fields may be moved back and forth by clicking the plus to display or minus to hide. You will also notice Remove all and Add all links are available, along with a Search. To change the order of fields in the display just drag the fields up or down the list. Once your selection is made, Click OK and the changes will take affect on the grid.

The order may also be changed on the grid itself by dragging the headers of each column to the desired position. Column width may be widened or narrowed by dragging the edges of each column header. To ensure your settings are retained, click the Save Settings link next to Columns.

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Getting started is easy. You have already attended our first training session. Now we just need some information:

How Do We Begin? (Distribution Channel Only)

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1. Your Logo – In order to customize the notifications to your downline Resellers (if you are a Distributor) or End-Users (if you are a Tier 1 Reseller), we will need to be provided with a high-resolution copy of your logo. MMI will append this logo to your outgoing email notification template.

2. Contact Information – After customizing your outbound email notifications, we need to know who to send the email notifications to. Along with this document, you will receive an Excel Template that provides the fields needed for us to build an email distribution list for your notifications. Each Reseller (if you are a Distributor) or End-User (if you are a Tier 1 Reseller) needs to have at least 1 contact email address to receive the notifications.

Hint: Resellers or End-Users often times provide a generic email address such as Renewals@companyname.com instead of just one contact to receive the emails.

Start Finding Your opportunity – As a valued Partner with Lenovo, you have 24x7x365 access to this powerful tool. Once you receive your user name and password, go in and play around. Your access is restricted to read only, however you have unlimited access to running and creating reports.

Questions? Have a question or not sure where to begin? In the following pages, you will find simple instructions and navigation tips to help you navigate ONEview. If you find you still need additional assistance, you can always email us at support@managedmaint.com, or call 855-810-8918 Option 7.

Need Further Assistance?

Contact your MMI Customer Success Manager

Email us at support@managedmaint.com

Register for our monthly ONEview Webinar athttp://ity.vc/MonthlyUserTraining

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Call ONEview support at 855-810-8918 Option 7