Capital Deal Approval Review demo
Free equipment and service years recounted at list price and the trade-in at its appraised value, so the approver sees the discount one average figure hid. 1:28
What the demo shows
A deal desk solution for device makers: each capital deal checked line by line before signing.
Agents read each capital quote with its agreement, schedules, exhibits and trade-in appraisal, print the deal as an itemized receipt and recompute it the way the approval matrix counts: every line at price-book list, free items as 100% off, the trade-in at appraisal. They stamp each line with the authority it needs, margin floors and revenue and compliance questions, each with its clause, and route them to their owners in order. The revenue accountant and compliance counsel decide their questions, the deal approver signs at the stamped level and the CFO delegate countersigns large deals. Agents never approve, sign, change a price or decide accounting; a changed deal is checked again from the top.
Transcript
- Capital Deal Approval Review checks device makers' capital deals; about one in ten bundles.
- Quoted 22 percent, inside VP authority: equipment 9 off, service 41.
- Eight free tables ride on a disposables premium: 28.8 off at list.
- Routed, Sabeen opens Schedule D and books an operating lease.
- She opens the service fee, defers 621 thousand dollars, and signs.
- Maelor, the compliance counsel, opens Schedule D and its condition,
- then the disposables price,
- and the invoice terms, and clears it if every invoice shows the discount.
- Wilhelmus, the approver, opens the free tables line,
- then the service years, and approves the whole deal under his CFO delegation.
- Svetla countersigns over 10 million dollars: four signatures, each on the audit trail.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.