The MOBI Portal is constantly improving and growing with the needs of our customers. One of the newest features, that will be released this month, will help our customers save even more time and money! We interviewed Katie Burgess, MOBI’s Wireless Expense Management’s Team Leader, to learn more about in portal Optimization Recommendations and what it means for MOBI customers.
Where will the expense optimization recommendations be found?
“Optimization recommendations will be located in the MOBI portal under the Billing & Usage tab. This new section will make it easy for MOBI administrators to approve all cost-saving actions suggested by MOBI’s Wireless Expense Management (WEM) Team.”
What are some examples of optimization recommendations?
“The WEM Team constantly provides recommendations to customers that will save them money short and long term. For example, if an end-user is going over their voice plan minutes on a continuous basis, we will recommend that they be added to a pool with higher minutes available for the group. Another common recommendation we make has to do with plan features. If an end-user has an unlimited SMS texting plan, but is only sending and receiving 400 texts per month, we will suggest their SMS texting data plan be dropped down to 500 texts per month. Other recommendations that are often over looked are the consolidation of multiple carrier accounts and the suspension or cancellation of zero-use lines, which we detailed in our last webinar (watch the recording here).”
How do the optimization recommendations help administrators?
“By taking action (accepting or rejecting) these recommendations inside the portal, administrators will be able to track the history of all recommendations and savings over time. Optimization Recommendations will be integrated with our reporting tool, so the administrators can build reports based on changes made within optimization recommendations. The history tracking built into this feature will allow administrators to show the savings each month by taking action on the WEM Team’s recommendations. This feature also saves time for administrators by hosting everything inside the MOBI portal.”
What are some of the major benefits of the Optimization Recommendations feature?
“Administrators will have a clear view of the approval and denial recommendation process within the portal. This feature will also improve efficiency, lessen the work load of administrators, work with our reporting tools to show savings, and most importantly save our customers money.”
If you have questions about this future feature, please contact your CRM or email ask@mobiwm.com!



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