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Page 1: Proposal to - Nuance Communicationsdragoncontent.nuance.com/dnssaleskit/Documentation/Sales... · Web viewNuance looks forward to discussing this proposal with you to help determine

NUANCE COMMUNICATIONS, INC. | May 6, 2023

Proposal to

<Customer Name> or Logo

For Dragon NaturallySpeaking 10 Professional

Sales Rep NameNUANCE COMMUNICATIONS, INC.(123) [email protected]

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<Customer Name>

<Application Name>

EXECUTIVE SUMMARY...............................................................................................................3CURRENT STATE.........................................................................................................................3OBJECTIVES................................................................................................................................3PROPOSED SOLUTION: DRAGON NATURALLYSPEAKING LEGAL......................................................3

BACKGROUND............................................................................................................................5NUANCE COMMUNICATIONS, INC...................................................................................................5SOLUTION OVERVIEW: DRAGON NATURALLYSPEAKING LEGAL.......................................................5SOLUTION BENEFITS....................................................................................................................6DEPLOYMENT METHODOLOGY......................................................................................................7ROLES, RESPONSIBILITIES AND MILESTONE DELIVERABLES...........................................................8NEXT STEPS................................................................................................................................9

APPENDIX A: PRICING.............................................................................................................10PRICING....................................................................................................................................10TIMEFRAME...............................................................................................................................10

APPENDIX B: RETURN ON INVESTMENT ANALYSIS............................................................11APPENDIX C: SUPPORT AND TRAINING GUIDELINES.........................................................12

SUPPORT..................................................................................................................................12TRAINING...................................................................................................................................12

APPENDIX D: HARDWARE RECOMMENDATIONS AND SYSTEM REQUIREMENTS..........13COMPONENTS OF A DRAGON SOLUTION.....................................................................................13RECOMMENDED SYSTEM REQUIREMENTS FOR DRAGON NATURALLYSPEAKING............................13OPTIONAL HARDWARE:..............................................................................................................13

Appendix E: Nuance Communications Vendor Profile..........................................................14

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<Customer Name>

<Application Name>

Executive Summary

Current StateThe time and cost involved in documenting case and client information, contracts, briefs and correspondence is becoming an increasing concern for <Customer>. The current document creation and transcription processes are lengthy and fraught with inefficiencies. As a result, the turnaround time on documentation and the cost of outside transcription services drags down productivity and eats into profits.

ObjectivesSpeech recognition has emerged as a proven, viable and much sought after technology for both lawyers and support staff. <Customer>'s objective is to create a partnership with an experienced provider of speech recognition solutions with proven technology, a formal services and training infrastructure, and experience in supporting a large, widely distributed law firm.

<Customer> has a goal of implementing Dragon NaturallySpeaking Legal to streamline document creation and make applications such as Microsoft Word, Microsoft Outlook, Hummingbird and [billing software name] faster and easier to use. <Customer> would also like to use Dragon Legal in conjunction with existing Olympus 4000 digital voice recorders to eliminate the transcription bottlenecks that hamper productivity, weigh down service and impact profitability. The goal is to make staff more productive and allow them to focus on more billable duties.

Given the goal of increasing productivity enterprise-wide, it is imperative that Nuance provide a solution that addresses both technology and training services. The expectation is that Nuance will provide an experienced implementation and training team to minimize disruption to <Customer>’s business operations.

Proposed Solution: Dragon NaturallySpeaking LegalDragon NaturallySpeaking Legal offers a faster, more efficient way for legal professionals to create everything from briefs and contracts to case documentation and correspondence. <Customer> can deploy speech solutions broadly to speed document turnaround, reduce transcription costs, and streamline repetitive workflows – without having to change current business processes or existing information systems.

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<Customer Name>

<Application Name>

Dragon Legal will enable <Customer> to achieve the following business needs and requirements:

<CUSTOMER> GOALS DRAGON SOLUTIONImprove productivity of attorneys and support staff

With Dragon Legal, lawyers and support staff can turn their voices into text with up to 99 percent accuracy using virtually any Windows-based application. Speech recognition delivers results three times faster than most people type, speeding the creation of emails, case documents and client correspondence. The advanced functionality of Dragon Legal also includes custom voice commands that can be used to automate tasks, instantly build and populate fields within template documents, and further streamline the existing document creation process.

Improve documentation turnaround time; eliminate outside transcription costs

Dragon Legal eliminates document development bottlenecks by enabling a more efficient editing and correction process/workflow for lawyers working with support staff. Dragon Legal can streamline the transcription process by as much as 75% for dramatic productivity increases that deliver bottom-line results. This enables support staff to be more productive and focus more on billable work. Alternately, lawyers have the opportunity to dictate and transcribe their own documents, significantly reducing dependencies on support staff.

Automate transcription using digital recorders

Using Dragon Legal with a digital voice recorder captures the lawyer’s audio file and automatically creates a transcript of the file when the device is synched with a PC. Dragon Legal also offers an advanced transcription workflow feature so that audio files can be sent with the transcribed text, enabling more efficient document review and faster transcription turnaround time.

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Background

Nuance Communications, Inc.Nuance Communications, Inc. is the leading provider of desktop speech and imaging solutions for businesses and consumers around the world. Our technologies, applications and services transform the way people interact with information and how they create, share and use documents. For over a decade, these solutions have been used by business users to reduce costs, streamline workflow and improve employee productivity.

Headquartered in Burlington, Mass., Nuance employs more than 5,000 staff in 35 offices worldwide. Publicly traded on NASDAQ (NUAN), Nuance reported fiscal 2008 revenue of $917 million. With approximately 1,000 issued patents and patent applications, Nuance is the leading provider of speech solutions spanning enterprise speech and customer care; mobile devices and networks; healthcare dictation and transcription; and desktop dictation for consumers, corporations and government agencies.

Solution Overview: Dragon NaturallySpeaking LegalDragon NaturallySpeaking is the world’s best-selling speech recognition software, with annual revenue of more than $70 million as a business unit. Many consumers and corporate professionals rely on Dragon to create documents and email, search the Web and control their PCs entirely by voice. Designed to meet the specific needs of the legal community, Dragon Legal is a proven productivity solution deployed by leading law firms and corporate legal departments.

Turn voice into text three times faster than most people type – with up to 99% accuracySpeech recognition software uses the human voice as the main interface between the user and the computer. Rather than typing, users speak naturally into a noise-canceling microphone connected to the computer. The software "recognizes" the spoken words, converts them into text, and displays them on the screen.

The software "learns" an individual’s voice and continuously improves its understanding of the way that person speaks. Dragon NaturallySpeaking creates a unique voice profile for each user of the system that contains information about the unique characteristics of each person's voice along with a customized vocabulary and personalized voice commands. In this way, the software accommodates users with varying accents and speech patterns and allows users to dictate in the same tone and style that they would use to speak to a colleague.

In addition to a core vocabulary of 300,000 words, Dragon NaturallySpeaking 10 Legal offers a preconfigured legal vocabulary that includes more than 30,000 legal-specific terms and phrases. The third type of vocabulary provided is that of a customized vocabulary, which will be built during and through the discovery and design phases. This custom vocabulary can include other terminology that may be unique to [Customer]’s environment. This type of vocabulary customization can significantly increase accuracy and enhance user satisfaction.

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Users can complete detailed and accurate reports or documents in a fraction of the time they spent typing. With hands-free document creation, lawyers can browse through briefs or consult notes while entering text directly into virtually any Windows-based application. Dictated text can be simply formatted and corrected – Dragon Legal even automatically formats legal citations.

Completely control the PC by voiceIn addition to entering text and data into virtually any Microsoft Windows-based application by voice, users can also navigate the computer desktop with little or no use of their hands. Users simply speak standard voice commands that prompt the computer to perform an action.

Voice commands let users control and command most basic applications and navigate screens and menus by voice. Users can command and control the computer desktop by voice: that means launch applications, open files, navigate menu items, manage e-mail, or work on the Web. For example, a user can say, “Open Microsoft Word” or “Create new document.”

Automate even complex workflows with voice commandsDragon Legal includes more advanced speech recognition capabilities that enable customized commands. These commands, called macros, automate complex or repetitive activities by consolidating multiple tasks into simple voice commands. Users can automatically execute activities such as completing a form, e-mailing a document or cutting and pasting text from one file to another. By customizing Dragon Legal with customized macros, <Customer> will yield even further productivity gains.

Streamline transcription workflowOne of the key product features that enables Dragon Legal to significantly reduce transcription costs and turnaround time is the Auto-Transcribe Folder Agent. This tool enables the audio and the transcribed text of a digital voice recording to be sent to a transcriptionist for review. Effectively managing text and synchronized audio flow for third-party review streamlines the process of correcting another person’s text.

Solution BenefitsWith proper implementation and training, Dragon NaturallySpeaking software will provide <Customer> with the following benefits:

Improve productivity of attorneys and support staff Improve turnaround time on documentation Eliminate outside transcription costs Record billable time in the system faster Streamline the existing document creation process with custom voice commands Automate transcription using digital recorders

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Deployment MethodologyBased on our 10+ year history of successful enterprise speech deployments, Nuance has developed an effective deployment methodology that has delivered proven results for organizations in multiple fields. The methodology covers the four critical areas of a planned deployment: Discover, Design, Realize and Optimize.

DiscoverNuance and <Customer> will kick-off the project with a discovery phase that will focus on understanding how best to leverage Dragon to enhance the current daily workflow of the legal staff.

Design The Nuance team will work with <Customer> to design the implementation process for this project. Nuance will train <Customer> employees to be able to perform installation, training, application integration via macros, and basic end user support for its legal users.

RealizeDuring the realization phase, Dragon Legal will be rolled out to a small group of users. The information gained through the discovery and design phases will be deployed to this user group. Training of the end users is a critical part of this phase to ensure that the users have proper knowledge to maximize the benefits derived from the software.

OptimizeBased on knowledge gained throughout the initial stages of the deployment, refinements will be made to optimize the implementation prior to taking the software out to a larger audience. Ongoing training and support continues during this phase of the deployment to ensure the long-term success of end users.

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Roles, Responsibilities and Milestone Deliverables

Each phase of the Dragon deployment methodology is comprised of specific activities and deliverables to ensure the overall success of the installation. The table below highlights critical path tasks and their owners. Although this outline is not intended to be a complete record of the deployment’s required tasks, it provides a common understanding of each party’s responsibilities and includes the key actions required for each stage of the deployment.

Nuance <Customer> Task DescriptionDISCOVER PHASE

Participate Participate Discovery Meeting

Participate Participate

Review Dragon IT Administrator’s Guide and Checklist with IT contact. Confirm network and

hardware requirements for Dragon NaturallySpeaking, including digital recorders

Support Responsible

Confirm the applications (email/Word/etc.), and workflows used by the <Customer> and determine

how they will integrate with Dragon; outline the potential workflows that can be streamlined by Dragon

ResponsibleIdentify users and internal support (IT, Trainers);

<Customer> communicates the project and expectations to the proposed user community

Support ResponsibleProvide a list of commonly used terminology, acronyms, and phrases that are particular to

<Customer>’s operations

Support Responsible Provide examples of text (briefs/documents/email) that are representative of what the users will dictate

Support Responsible Identify the specific goals and success metrics of the Dragon deployment DESIGN PHASE

Responsible Obtain and install any additional required hardware. (i.e., digital recorder and required software), RAM, etc.

ResponsibleDeliver Dragon Legal software and headsets, as well

as learning materials (workbook, skills checklist, feedback guidelines)

Support Responsible Install Dragon on all participant computers (laptops and desktops)

Support Responsible Test Sound Cards on all individual laptops/desktops

Responsible Participate Conduct Administration and Training department Training (include at least one end-user)

Responsible Support Develop, implement and install custom vocabulary

Responsible Support Develop, implement and install custom voice macros (and document templates, as warranted)

REALIZE PHASE

Responsible Participate Conduct participant training, by location

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Nuance <Customer> Task DescriptionSupport Responsible Begin production usage

Joint Responsibility

Joint Responsibility

Conduct weekly review of participant usage, by location (specify: by webmeeting? Who attends: users + trainers + an IT rep? Who collects the participants’

feedback?)

OPTIMIZE PHASE

ResponsibleReport new possible refinements (custom commands,

vocabulary edits, template text, etc.), as well as difficulties or problems to Nuance

Responsible SupportIdentify and refine implementation enhancements

(additional macro customization, vocabulary, templates, etc.)

Responsible Support Consult with internal trainers to help overcome any barriers to productivity that users may encounter

Joint Responsibility

Joint Responsibility

Conduct review of goals and success metrics each quarter

Next StepsNuance looks forward to discussing this proposal with you to help determine the best option for <Customer>. Nuance’s goal is to be recognized as a partner that is committed to helping <Customer> reduce the time and cost generally associated with document creation/transcription and to dramatically improve productivity for both lawyers and support staff.

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Appendix A: Pricing

Pricing

Product Description Part #License Quantity

List Price Per Unit

Volume Discount

Price

Total List Price

Dragon NaturallySpeaking Legal Solutions V10 OLP Level B

A509A-GE0-10.0 XX $XX $XX $XX

Dragon NaturallySpeaking Legal Solutions 1-yr Technical Support OLP Level B

A509A-GF3-10.0 XX $XX $XX $XX

Dragon NaturallySpeaking Legal Solutions 1-yr Upgrade Assurance OLP Level B

A509A-GF7-10.0 XX $XX $XX $XX

Dragon Training TRN-DRAG XX $XX $XX $XX

Quotation Total         $XX

TimeframeUpon acceptance of this proposal, Nuance and <Customer> will schedule a mutually agreed-on project kickoff meeting to assist <Customer> in the development of a timeline and project plan.This proposal is valid and can be accepted by <Customer> until <add 30 days from date submitted or choose a date by which you require the customer to respond, such as an end of month or quarter date>.

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Appendix B: Return on Investment Analysis

[Insert results of ROI worksheet here]

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Appendix C: Support and Training Guidelines

SupportThe Technical Support Program yields a dedicated support phone number to call in order to access Nuance’s top-tier Level 3 support based in the United States. Customers are allowed to have two named contacts call into the support line for an unlimited number of incidents per year. This Technical Support component covers all product issues including Network Deployment/Installation support. This TSUM component may also be renewed on an annual basis at the then current tier of the program as defined by the number of licensed users.

Upgrade Assurance entitles the <Customer> access to all updates and upgrades to the licensed software for the term of one year. The cost of upgrade assurance is based upon the number of licenses purchased for a particular product. Once upgrade assurance is purchased for a product, it must also be purchased for any additional licenses of that product going forward.

TrainingAs part of our training offering, Nuance recommends two levels of training to its enterprise customers.

Train-the-trainer/Administrator Training – Organizations with fully-staffed training organizations can choose to elect a train-the-trainer strategy, whereby Nuance focuses its training resources on ensuring your internal training team has the skills to broadly work directly with your lawyers and support staff.

Generally delivered to Help Desk, Field Support and In-house training teams, the train-the-trainer/Administrator training is designed to provide our customers with the necessary Dragon knowledge to effectively support their Dragon user base on an enterprise level. Training agendas are customized to fit the specific needs and expected role of the individuals involved. Topics range from basic best practices for Dragon use to advanced topics covering application customization, installation and support, etc.

End-User TrainingEnd-user training is Nuance’s recommended approach for ensuring high adoption and productivity rates of both layers and support staff. Nuance or authorized certified value-added resellers deliver a one-on-one training experience to each user. Our certified trainers will work with your lawyers and support staff in a hands-on session (in-person or via webinar) covering the essential skills needed to incorporate speech into the daily work of the organization.

Training agenda topics include: an overview of Dragon NaturallySpeaking; creating a User Profile; review of user interface and microphone use; dictation basics, correction, editing and formatting; vocabulary customization; voice commands; and the creation of basic custom commands. Digital recorder training is optional.

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<Application Name>

Appendix D: Hardware Recommendations and System Requirements

Components of a Dragon Solution

Client Software: Dragon NaturallySpeaking Legal Audio Peripherals: Dragon supports multiple dictation sources, including both traditional

microphone headsets and wireless/Bluetooth headsets. The system also supports audio input from digital voice recorders.

Enterprise Resources: Enterprise resources, including server and storage resources, back-end system integration, end-user support, and data and profile maintenance

Nuance Professional Services: Includes planning, installation, customization, training, and support

Recommended System Requirements for Dragon NaturallySpeaking

Below please find a list of the recommended system requirements for Dragon NaturallySpeaking. Speech recognition software in general is processor and memory intensive, and, generally speaking, the faster the processor, the better the performance. User desktops that require multiple applications running at the same time will also benefit from having more RAM on their system. (The computer’s sound card is another critical factor that can affect performance.)

1 GHz Processor or greater 1 GB RAM or greater 1 GB free hard disk space Microsoft® Windows® XP (SP1 or higher) Home and Professional, 2000 (SP4 or higher) Creative® Labs Sound Blaster® 16 or equivalent sound card supporting 16-bit recording Microsoft® Internet Explorer 5 or higher CD-ROM drive (required for installation) Speakers (required for playback of recorded speech and text-to-speech features)

Optional Hardware:

If users already make use of a headset for their telephone, a mixer can be implemented to allow the user to leverage the same headset for both their telephone and PC rather than switching headsets when using the phone or dictating to Dragon.

Andrea Electronics 3-Way Personal Computer Telephone Interface (PCTI) Plantronics MX-10 Amplifier

Retail value of these devices is approximately $90/unit.

[Include digital voice recorder information if appropriate]

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<Customer Name>

<Application Name>

Appendix E: Nuance Communications Vendor Profile

CompanyNuance is the leading provider of speech, text and imaging solutions for businesses and consumers around the world. Our technologies, applications and services make the user experience more compelling by transforming the way people interact with information and how they create, share and use documents. Every day, millions of users and thousands of businesses experience Nuance by calling directory assistance, requesting account information, dictating patient records, searching the mobile web by voice, telling a navigation system their destination, or digitally reproducing documents that can be shared and searched. Making each of those experiences productive and compelling is what Nuance is all about.

Key Facts Nuance has achieved organic growth between 15 and 20 percent, before acquisition, in

each of the last three yearso Estimated FY 2009 revenue: $$1,011 million to $1,135 million (Source: Nuance)o FY 2008 revenue: $919 milliono FY 2007 revenue: $613 milliono FY 2006 revenue: $401 million o FY 2005 revenue: $232 million

Nuance has experienced approximately 50 percent compound annual revenue growth since 2001

Nuance employs more than 6,000 people worldwide Nuance maintains a strong balance sheet with approximately $235 million in cash and

securities Nuance has met or exceeded its earnings projections for 13 straight quarters

Pervasive Solutions More than two-thirds of the Fortune 100 use Nuance solutions Nuance automates more than 8 billion caller interactions each year Nuance has deployed more than 3,000 customer care solutions powered by speech Nuance has delivered mobile speech in more than 250 million devices to date One billion mobile devices will include Nuance speech technology within 3 years Nuance has shipped its predictive text in approximately 300 million mobile phones Each of the 5 largest handset manufactures rely on Nuance solutions The world’s top 10 carmakers are Nuance customers Each of the top 10 personal navigation device manufacturers use Nuance speech More than 21 million consumers and professionals use Nuance Productivity applications Our dictation solutions put words onto paper faster than 99% of the people that type More than 3,000 hospitals and 250,000 physicians use our dictation solutions

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Market & ProductsNuance maintains the world’s most comprehensive and pervasive portfolio of speech, text and imaging products that are backed by the expertise of our professional services organization and a global partner network.

Nuance speech solutions make the user experience more compelling and expand business potential. Through its dictation, mobile and call center speech solutions, Nuance offers the world’s premier portfolio of speech technologies, expertise and solutions that transform the way people interact with businesses, information and devices. Today, thousands of companies and millions of users around the world depend on Nuance speech solutions to deliver vital information, increase productivity and conduct business.

Nuance’s healthcare solutions provide comprehensive dictation and transcription solutions and services that improve the way patient data is captured, processed and used changing the way people work with medical information. Nuance’s speech-driven clinical documentation systems support all physician workflow processes, dramatically reduce operating costs by driving down transcription and overhead expense, improve patient care via complete documentation and faster results delivery, and increase revenue by reducing length of stay and maximizing reimbursement. Today, hundreds of thousands of clinicians in hospital, physician practice and specialty provider settings rely on systems powered by Nuance to rapidly document electronic patient records.

Nuance’s imaging solutions, through unrivaled features, accuracy and performance, eliminate barriers to productivity by automating a range of document processes – increasing productivity, saving time and reducing costs. With products for enterprises, small-to-medium-sized businesses and home offices, the company’s imaging solutions are used to put the power of PDF on every business desktop; convert paper and PDF into documents that can be easily edited; and simplify scanning and document management using multifunction scanners and networked digital copiers.

PartnersNuance has grown through a commitment to open solutions and building a partner network that spans all areas of the business and multiple geographies. Today, through its various channels and partner programs, the company maintains strategic relationships with hundreds of leading companies – including Accenture, Avaya, Bosch-Blaupunkt, Cerner, Cisco, Dell, Delphi, GE, Genesys, Hewlett-Packard, Intel, McKesson, Microsoft, Nortel, Sony, Visteon and Xerox – that help bring Nuance technologies, applications and solutions to global markets.

Global PresenceNuance is a truly global organization, with capabilities and a worldwide commitment that can address a spectrum of customers, lower implementation costs and reinforce leadership in our communities worldwide. The company has more than 35 regional offices, with a significant international presence in Australia, Belgium, Brazil, Canada, Germany, Hungary, Israel, Japan and the United Kingdom. With more than half of the organization residing outside of the United States and a sales presence in more than 70 countries, the company can deliver solutions to numerous local markets and bring global perspective and capabilities to its solutions. Nuance has its corporate headquarters in Burlington, Massachusetts and its international headquarters in Merelbeke, Belgium.

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