Birch Portfolio Solutions

Birch Portfolio Solutions are specifically tailored to define, administer and optimize channel sales and marketing programs worldwide. The solutions make processes faster, more reliable, more consistent, and less error-prone than ad-hoc software and manual processes.

Birch Portfolio Solutions include:

Sales Analysis
Marketing Funds Management
Rebate Management
Self-Serve Marketing
Professional Services

Workflow, Business Rules & Compliance

Successful channel program management depends at least in part on software. Birch Portfolio Solutions are designed to automate business processes for the management of channel programs by integrating workflow, business rules and reporting.

Task workflow for helpdesk processes supported by the solutions.
System workflow provides integration and data communications.
Business rules engines enforce complex or simple sets of rules.
Transactional activity monitoring provides analysis and reporting.
Enterprise Single Sign-On (SSO) to map authentication information between systems.
Compliance documents that include process descriptions and user guides

Why Birch Portfolio Solutions?

A Proven Track Record of Success

Since its inception, Birch Worldwide has pioneered the concept of delivering customized channel solutions that help clients maximize their channel program potential and optimize their channel investments. Birch supports all of its clients’ channel programs and end users with its Portfolio Solutions. Birch Portfolio Solutions lead the industry in scalability and reliability with proven implementations for Global 2000 companies. Furthermore, Birch Portfolio Solutions extend ERP solutions with extensive use of Web services and easily integrate with a company’s existing IT systems.

Solutions Designed Exclusively to Manage Complex Channel Programs

Birch Portfolio Solutions have been developed from the ground up to manage and control complex channel programs with built-in workflows, business rules and administrative interfaces. Birch Portfolio Solutions provide control of complicated processes that may normally require the involvement of IT.

Birch Portfolio Solutions Address Business Globalization

Birch Portfolio Solutions are used by a diverse set of global clients including companies in technology and telecommunications. Built-in international capabilities such as languages, currencies and localized business rules, and support for different time zones, are included in all Portfolio Solutions.

Maximizing Functionality through Flexibility and Configurability

Birch Portfolio Solutions have been designed from the onset with customization in mind. The bespoke architecture allows clients to utilize only those parts of the solution that they need to solve a specific business problem. Portfolio Solutions can be expanded and combined with additional modules as clients’ needs grow.

System Architecture

The Birch system architecture is built on proven servers incorporating the very latest in technology for preventive measures against system failure. Birch’s web-enabled software comes with documented speed performance, security, data back-up and recovery.

Implementation Methodology

Birch bespoke software (also known as custom software) is a type of software developed specifically for the management and administration of channel sales and marketing programs.

It is this focus that differentiates it from other off-the-shelf software that aims to appeal to the mass market.

Successful implementation is the result of knowledgeable and dedicated people working together. The goal of an implementation is to enable a company to achieve significant business goals as a result of a carefully planned transformation of its business processes, supported by software and technologies appropriate to the job.

Client-Focused Support

As questions and needs arise, whether before, during or after implementation, Birch has qualified, in-house, client-centric specialists ready to provide answers. A global, knowledgeable and fully staffed helpdesk, qualified project and program managers, consultants, and an information services department are on staff to lend solutions and assistance.

A Comparison between Birch Portfolio Solution
and On-Demand or Off-the-Shelf Software

Birch Portfolio Solution Advantages	Drawback of On-demand/ Off-the-Shelf Software
Data is contained in client-specific, unique databases to guarantee privacy and security.	All client data is stored in a shared database that relies on unique tags to differentiate your data from others.
Designed and tailored specifically for your particular requirements.	The software can be highly complex and will usually include large sections that you will never use.
Customized to interface with other software for a fully integrated solution including branding, look & feel, and as required, single sign-on.	It tends to be a compromise since it is designed for many different types of users, each of whom will have different requirements.
Easier and more intuitive to use since it will operate in the way that you are used to working.	You may have to alter the way you work in order to fit in with the way the software has been designed.
Incorporates business processes that are specific to you which do not exist in any other packaged solution.	There will probably be operations you require that you simply cannot do with the software.
More flexible than packaged software and can be modified and changed over time as your requirements and business practices change.	As one small voice amongst many others, your requests will not carry much weight.
Receive much better support and, in many cases, talk directly to the implementation manager concerned.	As the software tends to be large and complicated, it may take a long time to learn properly.
The Birch implementation team adds significant value to your company by suggesting alternatives, improvements, and acting as a source of IT advice and information.	Since the same system can be bought by your competitors, it is very difficult to gain any competitive advantage from its use.