An Enterprise Business Technology Company
About PositiveEdge Solutions
PositiveEdge Solutions (PES) is a global leader in business and technology services. Headquartered in Newark, California with
offices in Dubai – UAE, Bangalore & New Delhi – India. PES (PositiveEdge Solutions) offers software solutions and services that
solves customer-facing business challenges. Our mission
is to create the tools our clients need to be successful
and efficient with the benefit of having a competitive
Our solutions are based on our winning combination of
insight, innovation, and deep knowledge of numerous
technologies. We offer the best blend of skills—backed
by tools, methodologies, and best practices that reduce
the cost and risk of deployments.
With experience in global industries, we’ve partnered
with both fortune 500 companies and entrepreneurial
start-ups alike. We are driven by excellent service and
committed to every partners success.
Unlike other business technology consultant companies, PositiveEdge Solutions transforms concepts into strategic action. With
exceptionally talented team players and forward-thinking leaders, we are committed to hiring and retaining only the best industry
If you are seeking to work with energetic,
In partnering with PES, our clients trust us to
collaborative, out-of-the-box thinkers, then PES is your
achieve results and to concur complex business
team. Our team is not only results-driven but we
goals. With experience working with small start-
thrive on the success of our own accomplishments as
ups to fortune 500 companies, we continuously
well as the success of our partners alike.
stand up to challenges by servicing our clients with
tangible results that increase ROI.
Approach to Success
It takes more than technical expertise, experience, or a global team of talented people to get results. However, those are the
fundamentals needed to initiate a successful job. Our initial approach into any partnership is to establish great collaboration from start
to finish. This allows us to gain insight of our partners needs and ultimately assist them to the road of success.
Collaborative approach
Our approach for great collaboration is to gain insight to our
partner challenges which permits us to see the bigger picture
and the ability to form a conclusion to a successful solution.
Your PES team will get to know your organization and its
unique challenges on a personal level. This approach allows
PES to formulate an optimal innovative solution that positions
our partners for future growth.
Global Delivery Model
Reduced Time to Market
Increase Business Volume
Higher Business Agility
Reduced Business &
Operational Risks
Global Teams
Initial Assessment & Planning
Business Objectives & Vision
Business Requirement
High Level Process Understanding
Scope Definition & Cost Estimation
Creation of Business Case/Project Plan
Global Delivery Model
Highly Integrated Teams
Planned Knowledge
Centralized teams managed across Business Units
Quality & costs of project assured
Strategic Partnership
Lower Total Cost of Ownership
Responsive Resource
Implementation of Client’s dedicated Development Center/Offsite
Delivery Center
Strategically aligned partners share goals, risks, and rewards
Blend alternate channels of services delivery to create a highly adaptive
Quality & cost of engagement assured
PES Advantage
PositiveEdge helps bridge the gap between packaged and
custom technology by extending the out-of-the-box
functionality and capabilities to fully customized
Irrespective of size or sector, PES provides
businesses with:
 One central database - providing a complete view
of all prospects, customers and suppliers
 Complete customization to specific business requirements
 Improved Communication & Collaboration
 Automation - making it easier to perform administrative tasks
 Enhanced staff efficiencies and effectiveness
 Standardized & automated business processes
 Enabling single source of truth of corporate information
 Enabling smart decision making at all levels
 Advanced analytics on Structured and unstructured data
Technology Solutions
PES Technology Model
Mobile Platform
Cloud / On-Premises
Business Intelligence
Social Media
Social Media, Mobility
Portal development
Custom Application
Web development
Web Platform
Portal Development
CMS – SharePoint
Web development
Quality Assurance
Business Intelligence
Mobile Solutions
Cloud Computing
Social Media Integration
Project Management
Industry Verticals
PES has the depth and breadth of experience and expertise that you need to achieve your business
goals and succeed amidst the fiercest competition.
Financial Services
From retail banking and wealth
management to insurance, Positive Edge
can give you a comprehensive view of your
customers so you can:
Effective customer relationship
management connects sales, marketing,
and services across a diverse array of
manufacturing relationships.
Provide an efficient one-stop service to
citizens, recruit new businesses to
communities and manage grant requests and
funds with PES services for government.
Business Intelligence
Case Management
Funds Management
Grant Management
Advisor Platform/Wealth Mgmt.
Institutional Client Platform
Customer Knowledge
Insurance Agent/Broker Services
Channel Management
Champaign Management
Service Management
Business Management
Industry Verticals (cont.)
PES has the depth and breadth of experience and expertise that you need to achieve your business
goals and succeed amidst the fiercest competition.
Professional Services
Health Care Provider
Get tools to boost your success, whether
your firm is in IT, advertising, legal,
accounting, engineering, real estate, or
another service industry. With PositiveEdge
you can:
With PositiveEdge healthcare providers
are improving the delivery of care, lower
costs, and helping patients manage their
Project Management
Resource Management
Customer Management
Information Management
Referrals Management
Business Process
Business Intelligence
PositiveEdge helps media companies
become more successful by better
serving the needs of their audiences and
Featured Clients
 Large Implementation of MS CRM 1600+ users
 xRM (Renewals) + Portal using Sharepoint
 Data Warehouse Design, ETL and Reporting
 MS CRM Implementation
 Marketing, Sales, Customer Service, Technical Support
 MS CRM System for Bio Marker Opp. tracking
 xRM with Pharma Specific Extensions
 MS CRM Implementation for Real Estate Tracking
 xRM (Real Estate Investment) + Sharepoint Integration
 MS CRM Rollout to 350 Users across India
 xRM implementation for different operations
Success Story – Roche
A Leading Life Sciences Company
 Roche needed a system that would allow
them to track customer requests as well as
manage the transitional stages including
centralized system for R&D opportunity
 PositiveEdge implemented a comprehensive multi step,
multi user opportunity management system
 A complete XRM solution with visual and interactive
elements was developed for ease of use
 All the business rules were captured and implemented
via advanced workflows and alert notifications
Tools & Technology
Microsoft Dynamics CRM
Microsoft .NET
SQL Server
SQL Server Reporting Services
Success Story – NanoSolar
A Leading Manufacturer of Thin Film Solar Cells
 Manual business processes hampered the
production of test performances on
incoming materials inspections
 Integration with Oracle database
 Integration with testing tools
 Timer jobs
Tools & Technology
 .NET 3.5
C# 3.0
SQL Server 2008
SQL Server 2008 reporting services
Microsoft Visual Studio 2010
Success Story – ServiceSource Inc.
A Global Leader in Service Revenue Management
 ServiceSource, Inc. needed a stable,
scalable platform to keep up with the
growing demands and to also manage
customer service renewals for its large pool
of global business partners
Tools & Technology
 Microsoft Dynamics CRM
 SQL Server 2005 and 2008
 Implemented a service revenue management system
on a Microsoft Dynamic CRM platform.
 Increased efficiency of Service Representatives due to
new easy to use system.
 Enabled Self Service for ach business partner portal
 Established Advanced analytics and dashboards for
business partners
 Enabled advanced cross-selling and up selling
opportunities with integrated knowledge base
PES - Intellectual Property Pool – LIVE CHAT
What is it
• Live support chat gives your customers
answers to their questions on the spot in
real-time, which increases customers'
satisfaction level.
Business Benefits
• Facilitate another mode of communication to the
• Deliver a better customer support with personal and
proactive customer service
• Reduced Operational Costs
• Increased Sales and Improved Corporate Branding
Allows User To
Serve queries from a customer effectively
Convert a particular chat session to a lead or opportunity
E-mail the current thread / chat transcripts to the customer
Refer the historical conversation with the customer
Initiate a chat with the user hanging onto a specific segment
on a portal
PES - Intellectual Property Pool - SMS CONNECTOR
What is it
• Connect with customers for better
• Connect with Field Sales Executives
Business Benefits
• Drive business insights to generate new services revenue
• Facilitate another mode of communication to the
• Deliver better customer support
• Stay in touch with your clientele
Allows User To
• Create a case with Helpdesk
• Notify Field Sales executives on the field about the scheduled
appointments via SMS
• Respond the outcome of the meeting to CRM via SMS
• Create and qualify lead via SMS
• Run a Quick SMS campaign for specific customer base
PES - Intellectual Property Pool - 360 degree
Customer View
What is it
• The 360 degree Customer View creates
an integrated view of the customer –
right across your organization. It captures
all information pertaining to their
accounts and interactions with an
Business Benefits
• Reduces time to market with new products and services
by providing an accurate view of customer buying
patterns and product service bundles
• Increases an effectiveness of a CRM user.
• Marketing staff can leverage core data and segmentation
data to compile a customer feed.
• Sales staff can use core data to provide more personal
and proactive customer service and thus can maximize
up-sell and cross-sell potential.
Allows User To
• Serve customers effectively as all the aspects related to a
particular customer are available in one screen.
• Enable real time information any where, any time & any
device for fact based decision making
PES - Intellectual Property Pool - Go Social
What is it
• It allows Microsoft Dynamics CRM users
to discover online conversations, identify
influential people, and engage with them
on social networking sites.
Allows User To
• It allows Microsoft Dynamics CRM users to discover online
conversations, identify influential people, and engage with
them on social networking sites.
• Minimizing duplication with automation workflows
• Users can post new information on multiple social media
platforms simultaneously
• Users can capture unstructured data and can covert this into a
meaningful business information
Business Benefits
• Extends CRM capabilities to engage conversations with customers and the
• New way of engaging customers with the brand and thus increasing the
• Identifies new business opportunities and improve cross/up-sell abilities
through increasing contact with existing and potential customers
• Social media generates conversations about brands, products and customer
experiences that an organization can follow.
PES - Intellectual Property Pool - Customer Portal
What is it
• The Customer Portal accelerator for
Microsoft Dynamics CRM provides
businesses the ability to deliver portal
capabilities to their customers while
tracking and managing these interactions
in Microsoft Dynamics CRM.
Allows User To
• Search a resolution for the issues / challenges in
products or services referring the Knowledge Base
• Allows businesses to use Microsoft Dynamics CRM
to distribute sales leads and centrally manage sales
opportunities across channel partners.
• Enables information visibility by role, access level
Business Benefits
• It consolidates the functionality of Portal Integration, eService and Event Management into
one consolidated portal.
• A complete Self Service Portal (SSP) that allows customers to log cases 24x7.
• A rapid development tool to integrate your own or partner portal
• This can be deployed on organization’s web server or on in the cloud with Windows Azure.
PES - Intellectual Property Pool - Mobile Express
What is it
• It delivers customers a fast and familiar
experience, helping sales, customer
service, marketing and management
professionals connect with their
customers and each other on multiple
mobile devices through a securityenhanced environment.
Allows User To
• Enable field workers to get instant access to
customer data from most popular portable devices –
smart phones and tablets.
• Enables 2 –way communication from corporate
information system and mobile devices real time.
• Works off line mode as well.
Business Benefits
• Works online and offline - seamlessly - Changes to the records are cached
when offline and automatically synchronized when returns online.
• Increased productivity, Less effort – It shortens the reaction time as your
sales force and Customer Support Representatives (CSRs) are able to
communicate real time.
• Improve organizational communication by sharing , distributing customer
interaction across the organization.
Global Locations
Sunnil Dadlani
Vice President Professional Services
[email protected]
PositiveEdge Solutions
Corporate Office:
39899 Balentine Drive,
Suite #300
Newark CA 94560
Phone: 510-315-0061
Fax: 510-315-0061
PO Box 500013, 203, EIB
Building #5
Dubai Internet City
Dubai, UAE
Phone: +971 4 4469713
Fax: +971 4 4469703
#597, Maple
15th Cross Ring Road
J P Nagar 6th Phase
Phone: +91-80-22441636,
PO Box 500013, 203, EIB
Building #5
Dubai Internet City
Dubai, UAE
Phone: +971 4 4469713
Fax: +971 4 4469703

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