Your Company

Name

Email Address

Your phone number

Your Role

Are you the primary decision maker in software purchase decisions? Are you the primary decision maker in software purchase decisions? Yes No

Is the primary decision make already involved in/aware of this process? Is the primary decision make already involved in/aware of this process? Yes No I'm not sure

What key needs are you planning to address with a value chain management solution?

What will a successful implementation mean for your organization? (How will you know you have selected the right tools?)

What are your top 3 goals/priorities for a software implementation?

How long have you been operating as a business? How long have you been operating as a business?< 1 year1-5 years6-10 years> 10 years

Which manufacturers do you currently represent?

What type of organization are you? What type of organization are you? Manufacturer Distributor Health Provider Other

What type of sales reps do you employ? What type of sales reps do you employ? Direct Indirect/1099

How many sales reps do you currently employ?

How many administrative employees will use these tools?

Do your team members regularly use mobile devices? Do your team members regularly use mobile devices? Yes No Some do, some don't Not Sure

What types of mobile devices do they use? What types of mobile devices do they use? iOS (Apple) Android Windows Mobile Blackberry Other/Not Sure

Do you have a current ERP system? Do you have a current ERP system? Yes No I'm not sure

Which ERP system do you use?

Do you have a CRM system? Do you have a CRM system? Yes No I'm not sure

Which CRM do you use?

What other enterprise systems do you use? (Please include anything you are in the process of implementing)

Do you plan to expand/grow your team in the next 12 months? Do you plan to expand/grow your team in the next 12 months? Yes No

How many new team members do you project in the next 12 months? How many new team members do you project in the next 12 months?1-34-78-1515+

How many product lines do you carry (can be approximate)?

On average, how many trays or sets do you manage at any one time?

How many cases do you manage in a typical month?

How is inventory currently allocated to individual sales reps?

If inventory is requested by a sales rep, how is that request made? If inventory is requested by a sales rep, how is that request made? Phone Text Email Fax In Person Through existing app/software Other

If inventory is being requested by your staff, how is that request typically made? If inventory is being requested by your staff, how is that request typically made? Email Phone Text Fax In Person Existing app or software Online Other

How do you currently keep track of which rep or location has which pieces of inventory?

Who currently schedules surgical cases?

How are you contacted and informed about newly scheduled cases?

How do you record and track newly scheduled cases?

What is your internal process once you are notified of a case being scheduled?

How does device use get recorded and transmitted after a case is complete?

What information is collected when devices are used in a case? What information is collected when devices are used in a case? Lot Numbers Catalog Numbers UDI Serial Number Barcodes Device information (size, form factor, etc.) Other information

How do you currently provide device usage documents to the provider? How do you currently provide device usage documents to the provider? Hand delivered paper copies Fax Email Other digital format

What additional case outcome information is currently collected? What additional case outcome information is currently collected? Device feedback from surgical team Patient outcome information Post market surveillance Individual surgeon preferences Other None

How is this information collected and transmitted?

How are invoices for payment currently sent out?

Who is currently responsible for collection PO numbers and associating them with the case?

What is your current DSO (daily sales outstanding)? What is your current DSO (daily sales outstanding)? < 15 days 15-30 days 30-60 days 60+ Not sure

How often do you request inventory from and return inventory to manufacturers? Describe the current process:

Do you use or stock sterilely packaged items or other items with expirations? Do you use or stock sterilely packaged items or other items with expirations? Yes No I'm not sure

How are you currently tracking expiration dates for items in the field?

Please describe your current return authorization process. If there are multiple, please provide details on each.

In your current process, who can initiate an inventory transfer? In your current process, who can initiate an inventory transfer? The Warehouse sends to the Rep The Warehouse sends to a Provider location A Rep can send to another Rep A Rep can initiate return to Warehouse A Provider can send to another Provider A provider can initiate return to warehouse

How are inventory transfers currently tracked?

How do you train individuals and teams on your products? How do you train individuals and teams on your products? PDF Surgical Technique Guides and IFUs Instructional Videos Paper copies In Person Training Online Training Group Training Sessions Other

On a scale of 1-10, with 1 being “not important at all” and 10 being “critically important,” how important is training to your current business? On a scale of 1-10, with 1 being “not important at all” and 10 being “critically important,” how important is training to your current business? 1 2 3 4 5 6 7 8 9 10

What timeframe are you targeting for implementing a system like ConnectSx? What timeframe are you targeting for implementing a system like ConnectSx?Within the next 3 months3-6 months6-12 monthsWithin the next 18 monthsI'm not sure

How many stakeholders will participate in a system selection and implementation process? How many stakeholders will participate in a system selection and implementation process?1-23-5More than 5

What is the most important factor in this purchase decision? What is the most important factor in this purchase decision?PriceFeaturesSupportIntegration capabilitiesImplementation timelineProduct roadmapInternal stakeholder buy-inSomething elseI'm not sure