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DIY Expense Managment
D-I-Y Mobile Savings Steps
Begin the process by registering for a unique URL benchmark site. To complete the registration form you will be asked to include a username, password and abbreviated company name (for the URL). Click the link on your confirmation email to complete registration.
You will receive an email notifying you when the URL for your secure and private site is ready. Click the link to proceed to the login page where you will be directed to the invoice upload screen. For instructions to download PDF invoices from your carrier, click on your carrier’s link:
The system only accepts unmodified PDF invoices generated directly from AT&T, Sprint and Verizon. Upload three consecutive months. Upon completion, press the submit button.
Once your benchmark comparison is ready, you will receive a notification email prompting you to login to review the results. Benchmark results are based on non-discounted invoice rates.
Uploaded invoices will be compared to weighted industry averages by matching the ratios of your device type mix to include basic phones, smartphones and data-only devices. In addition, you will also be presented with potential savings identified by the analysis. By clicking on the View Detail buttons of the Benchmark dashboard you will have access to a graphical view of the identified savings. In these detailed savings screens you will see your projected Return on Investment (ROI) which is calculated by dividing your savings by the one-time cost to purchase these savings.
You choose by carrier no matter how many accounts you have loaded. Once you have confirmed the invoices to process, you click on the Check Out button to provide a credit card for a one-time charge after which all the savings recommendations will be unlocked and ready for export when you return to the detailed savings views.
Once the current month recommendations have been paid for the ‘Buy Me’ buttons will automatically change to ‘Export Recommendations’ buttons. At each screen with identified savings, you may now export the device-by-device detailed recommendations for review. Remove any rows you do not wish to have processed and prepare a file for your carrier representative by retaining the Account, Device, Recommended Change Description and Price columns of each spreadsheet. Forward these spreadsheets on to your carrier representative.