Ed Foree 1 Master Data Cleanup Update Master Data Cleanup Working on Customer Taxes Articles and Pricing Appreciate everyone effort and patience We are the guard rails just enforce the rules ID: 465047
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Slide1
Master data
Ed Foree
1Slide2
Master Data Cleanup UpdateSlide3
Master Data Cleanup
Working on Customer, Taxes, Articles and Pricing
Appreciate everyone effort and patience
We are the guard rails, just enforce the rules
On going process that will not end, but keeps getting smallerSlide4
Pricing Adjustments Records
May 10, 2012
Sep 14, 2012Slide5
Grouping List Clean Up
May 10, 2012
Sep 14, 2012Slide6
Outlet Master Work Load
Changed numbers are due to Key Account Manager changes in Coastal and Clean up of Naming StandardsSlide7
Master DataSlide8
Master Data
BASIS
RED
Go Tool
ORTEC
Attach Surveys
Routing of Surveyors
Reporting
Frequency of visits
Key Account Manager
Business Type
Zip Code
Geo Codes
Addresses
Trade Channel
Key Account
Key Account Manager
Geo Codes
Mass Maintenance
Sales Routes
Delivery Routes
Call Routes
Geo Codes
Other
B Mobile
CAS - Sales Force Automation
Business ReviewsSlide9
Master Data
What can you do to help?
Suppress Outlets
“No Sales”
Reports
Notify when reorganizing Key Account Manger responsibilitiesSlide10
Master Data
What can you do to help?
Addresses Validation
Need local administrative assistant
Using Google to check address
Highlight in yellow any changes to address, city or zip code
Will correct in BASISSlide11
UXT Margin Minder 5.0
New Graphics
2 New fields
Category Grouping
Prior Outlets
5
By’s
that will expand
New Training Videos
Rolling out OctoberSlide12
ortec
Allen Dixon
12Slide13
Routing and Scheduling
Route Planning: Making the Plan Better, Smarter, Faster
ORTEC Routing and Scheduling is an advanced planning solution that optimizes route planning across a wide range of transportation and distribution sectors. Slide14
Dollar General #12398
Crooked Creek Marina (FTN
)
EZ Pallet Routes viewed on map in ORTEC Slide15
Pivot Table export of EZ Pallet Delivery RoutesSlide16
Where ORTEC has been implemented in United
Location
Distribution Type
Status
Chattanooga
E-Z-Pallet
Completed
Spartanburg
Build
to Stop
Sideload
Completed
Lafayette
E-Z-Pallet
Completed
Baton Rouge
E-Z-Pallet
& On Premise
Completed
McComb
E-Z-Cart
& On Premise
In Progress
Statesboro
E-Z-Pallet
In Progress
Milledgeville
E-Z-Pallet
& On Premise
In Progress
Gulfport
E-Z-Pallet
& On Premise
Pending
Birmingham
Build to Stop
Sideload
PendingSlide17
User Comments on ORTEC
ORTEC
is a great tool when you have to realign all the routes. The 12 month case information for each outlet is great. It will help you to be able to balance the routes by cases and stops.
-
Wayne Ridings Spartanburg
Once
you see what it does it really puts your routing in perspective in just how much time we waste in traveling in between stops and how bad we are at giving stops to the wrong routes.
I
also feel like that if this tool is used correctly it could cut fuel cost and possibly other delivery issues that you may be having.
Great
Tool!!!!!!
-
Hank Durden Statesboro
ORTEC is a good way to get you close
to where
you want to be, but you still
need
to have local knowledge of the accounts to get the right results.
– Rick Camp ChattanoogaSlide18
User Comments on ORTEC
McComb’s
experience with
ORTEC is that it helps
organize routes by geographical area, cases and
number of outlets.
- James Brumfield -
McComb
This
was the first time that we were able to look at a map and see each location that is assigned to a route and also see where our routes overlapped. Moving stops from one route to another and having the route case totals updating instantly saved a lot of time and trouble.
– Joe Bergeron Baton Rouge
I
found that
ORTEC is
not perfect but the little bit of
tweaking
you have to do is not bad and does not take a lot of time to
do.
–
Allen Bellard LafayetteSlide19
RED
David Kelley
19Slide20
January
Surveyors
Picture of Success
COD/CDE % & Ratios
RED Questions
RED Reporting
RED Incentives
National Surveys
(Large Store)
9
20
Market Share
Excel Format
Conformity Report
None
None
13
33
Actual (+5,+2,+1)
Survey Detail Report, COD, &
QOM
Red Books
RED
Champion/
Pre-Salesman
Large Store
(
7 Questions
)
August
Where we started and where we are now . . . Slide21
Where we started and where we are now . . .
General Survey Results by
Division | Aug
vs Jan 2012
+8.47
+16.00
+5.30
+12.17
+9.79
+11.81
+10.36
+2.99
+2.51
N/A
+15.05Slide22
Where we started and where we are now . . .
RED Monthly Coverage
+2
+3Slide23
RED Questions of the Month
Top 3 Most Well Executed Questions by Channel
Top 3 Opportunities by Channel
Did you Know by
Channel
RED Questions of the MonthSlide24
RED Questions of the Month
Supermarket
+ 3.6
%
Perimeter standalone SPK Meal Deal rack, April
+4.72% Q1 SPK display, JuneWalmart+
2.74
%
Display
in 1st position, March + 8.20% P-ade
multipack
display, July
Convenience Retail
+
5.99%
IZ cooler - IC volume, June+ 4.06% FLM/Barrel in 1st position
- IC volume, MarchValue+ 6.13% Still
display - Still volume, April+19.82 2 SPK displays - SPK volume, June
Did You Know?Slide25
National SurveySlide26
National Survey
Does KO have a
sparkling
end
cap/Display?
Is there a KO meal bundle display in the outlet?Is there a KO snack bundle display in the outlet?
Is there
a
KO still beverage end
cap/Display?
Is ratio of front-end (register) coolers greater
than/equal
to market share
?
Are 20 Oz. Core and Dasani in stock in FLM?
Are all KO sparkling SKUs in stock in the beverage aisle
?
KO Bottler Aligned RED Questions Slide27
National Survey
By Bottler
+4
-1
N/A No Data for July
-2
-1
+1
-1
+1
N/A No Data for July or Aug
N/A No Data for Aug
Bottler Average for Aug
…………………………………..Slide28
National RED Survey
United By Question
-11
+5
+2
Flat
-6
+1
-3Slide29
National RED
Survey
United By Division
-1
+2
+9
-4
-1
-2
+8
-
13
-3
-1
-4Slide30
Where We Are HeadedSlide31
RED in BMobile
Where we are headed . . .Slide32
Wipe
HH Clean (RED in B-Mobile)
Only the last Survey will show up
RED
Score & All
No answers
Checked box = item is
resolved during the visit.
Uncheck
box = needs to be resolved
Leave
Open for next visit
Close as non-completed
Every Close as non-completed item
must have
a
reason
Customer/
Mgr
Refused (Tried to sell in but customer refused)
Contractual Restriction (CMA does not allow for us)
RED in
B-Mobile | OCTOBER 1Slide33
2013 RED Question Timeline
2013 RED Planning Meeting
(Aug
1st & 2nd) Complete
All Division RED Champions
2013 RED Planning Meeting (Sep 28th & Oct 4th)
David Kelley, Mike Suco, & Emma McKinstry
Review & Finalize 2013 RED questions
2013 RED Question Approval (Nov)
Senior Management
Review Final 2013 RED Questions (Nov/Dec)
RED Champions
Develop & Create 2013 RED Questions
in
R@G (Dec)
2013 RED Question/Survey Roll-out (Jan 2013)
2013Slide34
Additional
Channels
Convenience Retail
Value
Drug
2013 National Surveys
Large Store Survey
Add additional questions
3 To 5
Slide35
RED @ Global
New version (7.0)
Faster
Routing tool
Nested
questions
Software/Technology
WorldApp
/IRED?
Web-Based
Works on any Smart
Phone
Works on newer Blackberries
Works on
ipad
Works on ToughbookSlide36
WorldAPPSlide37
WorldAPP Snapshot
WorldAPP Snapshot
WorldAPP is a market leader in web-based data collection, management and reporting solutions
1,000+ customers worldwide
Founded in 2001
100+ Employees worldwide
Offices in Boston, Dallas, London, Kiev
Inc 5000 Fastest Growing Companies –
5 years in a rowSlide38
Survey administration
Meant for business user
Easy interface for creating and deploying surveys and reports
User permission based access
Flexible scoring features
WorldAPP
Snapshot
Solution Components
Key Survey
Survey submissions
Easy interface for responding to surveys.
Manage surveys in offline mode
Synchronization capability
Available on HTML 5 enable devices.
Key Survey Offline
Powerful visualization of data
User based access to data
Completely customizable
Automatic report distribution
QlikView
DashboardSlide39
WorldAPP
Demo