deploy web portal presented by: dani lakeberg director of services 11.09.15
TRANSCRIPT
Deploy Web Portal
Presented by:Dani LakebergDirector of Services
11.09.15
Summary:Distributor portal to allow customers to place orders, view orders, pay bills, and run reports.
Who Should Attend:
Sales Managers
Project Managers
Those interested in Distributor Portal
SUMMARY
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1. High Level Overview
2. Benefits
3. Process Step Overview
4. Customer Story
5. Q&A
AGENDA
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Overview
Overview
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Overview
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Deploy
Are You Ready?
Is it a Good Fit?
Do You Have a Champion?
Overview
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Are You Ready
Check ListRoll Out PlanApproval ProcessIdentified SupportEtc.
Overview
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Are You Ready
Is it a Good Fit?Know CapabilitiesKnow LimitationsWho will use it?
Overview
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Are You Ready
ChampGet it RunningTake ControlBuy In
Benefits
Benefits
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Benefits
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Benefits
Extend OBeer to the web
Enable distributors to view real-time account info
Eliminates manual order entries into OBeer
Benefits
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Benefits
Accept online payments
Integrates to OBeer accounting & inventory
Process
Process Step Overview
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Process
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Deployment Tracks
• 6 Step Implementation• 4 Week Tracks • Scheduled Track
Process
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Deployment Tracks
• Prerequisites • Kick Off• Orientation• Configuration• Training• Stabilization
Process
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Your Deployment
• Plan a Rollout • Notify Distributors• Provide Instructions• Support
Customer Story
Customer Story
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Customer Story
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Southern Tier Brewing – Lakewood, New York
• Company Founded in 2002
• Went Live January 2014
• Alex JamesCustomer Development Manager
• 2014 Barrels Produced ~ 100,000
Customer Story
What was Implemented
Web PortalBeerSeasonal BeerGlassware
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Customer Story
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How Was it Rolled Out?
• Virtual Training
• SupportOrchestra Consultant
• Trained End Users
• SupportAlex
• Up and Running!End User
Customer Story
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Alex’s Part
Orchestrate Deployment TrackWebinarsVideosOne on One MeetingsSupport
Self Testing
Trainee Becomes TrainerAnnounceTrainSupport
One Region at a TimeRoll out Incrementally
Customer Story
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Road Blocks
• Configuration
• Time
• Once setup No RoadblocksFor Alex!
Customer Story
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Biggest Benefit(s)
“It cuts down on all the sales order data entry that I had been processing and frees up my time to handle other more important tasks. It also eliminates us putting the wrong beer or pack type on order.”
Customer Story
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Tips & Tricks
• Write your Descriptions in Word FirstNo Spell Check in
• Don’t let your wholesalers get away with not using the new portal!It will help Everyone!!
Customer Story
Q&A
Q&A
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http://
forums.orchestratedbeer.com
Thank You!