the upgraded 2014 cnh industrial bms system › uploads › 1 › 1 › 8 › 8 › 11886639 ›...

1Copyright & Confidential!

The upgraded 2014 CNH Industrial BMS System

Overview of the Homepage & Functions

(Draft)

Key Target Group:

Accountant/Office Manager who submits the Financial Data monthly

Version: May 1, 2014


Agenda

The 2014 BMS – Overview & System Changes

BMS Live System Demo

Step 1 - How to log-in & BMS Homepage Overview

Step 2 - How to update custom “Settings”

Step 3 - How to Validate submitted financial data (Optional)

Step 4 - How to download “Reports”

Optional: How to manually key-in Financial Data into BMS

Update – New Functions for Phase 2

Your BMS Checklist after Training

BMS Support & Contact People

Q&A


BMS - What did not change for 2014 ?

Highlights:

1. The content of the 2014 Financial Statement report

2. Your DMS mapping and data transfer process

3. The BMS intranet access and website URL

4. Your monthly data submission process

5. The data validation hotline services, i.e. calls to your dealership to review

data validation alert topics

Note: Your BMS system access/password has changed due to security measures

to protect your data!


New BMS Functions - Phase 1

With a “New Facelift” you have the same BMS functions and reports as of 2013 and below

are new functions:

Input & Submission

• Excel layout and less pages

• Offline FS submission option

• 13 month submission

• Switch option to YTD, MTD and difference

• Validation Chat & Transparency

Communication

• Email alerts for submission due dates, submission receipt and submission quality

• Validation chat

Dealer Reporting

• All brand reports are in the same area & no need to switch dealer codes

• Reports created on the fly – no need to wait for publication (note: averages are calculated only

once a month after submission close date )

• Established Dealer Performance Report and New BM Report: 12month Trend

• Additional reports to come

Monthly Composite Review/Average Calculations

• More visibility by BMS Team of data out of range/validation rules to ensure better data quality


For Manual Submission Dealer - not using an automatic DMS interface

Mapping (if not done by DMS)

• Offline mapping converter & upload tool

• No converter tool needed

• Import generic text files

• Mapping status statistics view

• Self-learning mapping option

New BMS Functions - Phase 1


Summary – New DBS Functions


2014 BMS Submission Close Dates

Important Deadlines

Data Month: Close Date: Peer averages published:

JANUARY APRIL 30th MAY 16th

FEBRUARY APRIL 30th MAY 20th

MARCH APRIL 30th MAY 23th

APRIL MAY 23rd JUNE 2nd

MAY JUNE 23rd JUNE 30th

JUNE JULY 23rd JULY 30th

JULY AUGUST 22nd AUGUST 29th

AUGUST SEPTEMBER 23rd SEPTEMBER 30th

SEPTEMBER OCTOBER 23rd OCTOBER 30th

OCTOBER *NOVEMBER 21st *DECEMBER 1st

NOVEMBER DECEMBER 23rd *JANUARY 5th , 2015

DECEMBER JANUARY 23rd 2015 JANUARY 30th , 2015

* DENOTES A MONTH THAT THE CLOSE DATE IS DELAYED DUE TO A U.S. HOLIDAY


BMS Dealer Monthly Reporting Process

Routine Data Submission and Reporting Process (after training

Step 1

Dealer to Submit Data

•Method: (1) Via Automatic DMS Interface or (2) Manual Submission

•Dealer to get automatic e-mail that data has been received

•Note: After you submit your data you can access your pre-reports, like the Trend Report with No averages, with your submitted data as “Pre-Released” status

Step 2

Data Validation in BMS

•After data submission BMS system to automatically generate Data Validation Alerts

•pOrbis Service team to contact dealer ref potential data issues based on above alerts

•Note: Dealer has the option via BMS to check/update Data Validation issues as well

Step 3

Final Data Release in BMS

•BMS/pOrbis Service team to “Release” the Data for Report generation

•Notes:

•Dealer has the option to “Release” data as well

•Data must be released for Report Generation

•Once Data has been Released, it will be locked due to security purposes. However, dealer can contact service team for potential unlock.

Step 4

Downloading Reports via BMS

•After all data has been validated and released for all dealer, BMS/pOrbis Service team to generate all final reports/averages to BMS

•Dealer to receive e-mail once all reports are available for the new period in BMS for download purposes


Agenda











Q&A


1. Web-Browser

– Internet Explorer - version IE9 or higher

– Mozilla Firefox - version 25 or higher - recommended as it is

more quicker!

2. Software

– MS Office Excel – version 2007 or higher to open the MS Excel

reports

– Adobe Reader – version 8 or higher to open PDF reports

3. Internet Connection

– 2 MB or higher

BMS System Requirements

Technical


Your System Access and Password:

• BMS team e-mailed the system access details via dealer communication

on April 17, 2014

User profiles for dealership:

1. For Accountants: 00YXXXXA_ac (replace XXXX with your GDD code) –

Edit and Read access

2. For Manager(s): 00YXXXXA_gm (replace XXXX with your GDD code) –

Read Only

Step 1 – How to Login into BMS & Homepage Overview

Your System Access and Password


With the same BMS URL: https://businessmanagement.cnh.com


Via CNH Intranet or the BMS Website


Change language,

if needed

2. Click to

“Login”


BMS Login Page

1. Enter your

System Access

Details


Change Language

“Navigation

Menu”

To review your

validation alerts

Messages

Step 1 – BMS Homepage & Navigation Menu

BMS Homepage Overview

Click “Message”

Icon to review

your messages

“Important

Notes”


Section 1 – Module “Submission”: All

functions regarding your submitted

financial data and validation

Section 2 – Module “Reporting”: All

functions to review your Reports

Section 3: Settings to update e-mail

address and change Password


Main BMS Navigation Menu Categories

Section 3: Settings related functions



Individual Functions of BMS Menu Options - Overview

• Homepage & Info: To return to the Homepage

• Submission / Manual Data Upload: Module only for manual

submitting dealer with non-automatic DMS data interface

• Submission / Data View & Validation: Module to review and

correct your Data Validation Alerts

• Reporting / Standard Reports: To download your Standard

Dealer Reports

• Reporting / Comparison Report (for Phase 2): To create your

report with your custom preferred data periods and averages

• Dealer / Dealer Admin: To update your contact details

• User / Change Password: To change your password

• BM Library: To download your BMS documents


1. Click to “User”

Step 2 – How to update custom “Settings”

Action 1 - How to Change Password

2. Click to “Change

Password”

3. Type you old and

New password and

clock to “Save”

3. Type you Old and

New password and

click to “Save”

Thank you!

Note - BMS Password Security Policy is as following:

1. The password must be at least eight (8) characters long.

2. It must contain at least three letters that are case sensitive.

3. It must contain at least three numbers, they can be consecutive; example ( “baby123!”,

4. “changeit/789”)

5. following common words shall not be used: Admin, BMS, CNH, DBS, Login, Name,

Password, PWD, Test, User, and examples above


1. Click to “Dealer

Admin”, under

menu option

“Dealer”

Step 2 – How to update custom “Settings”

Action 2 - How to Update Your Contact Details to receive “Email Alerts”

2. Click to “Search”

Note:

• This search page is designed to

support dealerships with multiple

locations and might not be relevant

to your case


3. To select your

Dealership, please

click to the icon

“Folder”

Step 2 – BMS Homepage and Menu

How to Update Your Contact Details to receive “Email Alerts”


4. Please update

the contact

information of the

Accountant/Office

manager and click

to button “Save”

Step 2 – BMS Homepage and Menu

How to Update Your Contact Details to receive “Email Alerts”

4. Please update

the contact

information of the

Accountant/Office

manager and click

to button “Save”

Thank you!


Definitions:

1. BMS Data Validation Alert – ERROR:

• Data which is not correct, such as the balance sheet

is not balancing

• Note: Errors must be corrected! Otherwise, your

BMS submission can not be processed!

2. BMS Data Validation Alert – “WARNING”:

• Data which can be correct, however, which is out-of-

range in comparison to other dealer

• Dealer may review this and still Release financial

statement “as is”

Step 3 – How to Validate submitted financial data – Optional

Definition of Data Errors and Warnings

After you submit your data, the BMS system will automatically generate potential

Data Validation Alerts and you will receive an e-mail for this purpose as well – with

start of May 2014. You may log-in into BMS to especially review and correct any

potential Data Errors which will not allow that your data can be processed!


Step 3 – How to Validate submitted financial data

How to review your Data Validation Alerts based on your submitted data ?

2. Click to the Data Period

you wish to review your

Data Validation Alerts

1. Click to

“Homepage”



How to review your Data Validation Alerts based on your submitted data ?

4. Update your

data or write

comment in the

below chat box as

needed

3. Click to any

“Alert”



How to Save and Release your updated data ?

5. Click “Save” to

save the latest

changes”

6. Click “Release” to publish

your data for report

generation!

Note: Once you Release your

data, it will be locked for security

purposes. In case you need to

make further changes in the

future, then you need to contact

BMS Support to unlock it!


Step 4 – Downloading BMS Reports

Current & Future Reports

Current Dealer Reports - all generated “on the fly”

1. Dealer Financial Statement – 2013 Format (4 Pages)

2. Dealer Trend Report – New!

3. Dealer Performance/Benchmark Report – 2013 Format (6 Pages)

Note: A report download takes approximately 1 minute!

Future Dealer Reports:

1. Executive Report - New & to be launched by May 15th, 2014!

2. Dealer Performance/Benchmark Report – 2014 Format – Phase 2

3. Comparison Report - Phase 2

4. Budget Achievement Report - Phase 2

5. Profit Improvement Report - Phase 2


1. Click to “User”

Step 4 – Downloading BMS Reports

How to view/download BMS Reports?

2. Click to “Change

Password”

3. Type you old and

New password and

clock to “Save”

3. Type you old and

New password and

clock to “Save”

1. Select “Standard”

Reports” under

option “Reporting”2. Select “Report”

type

3. Select “Period”

etc. parameters and

click “Apply Filter”

4. Select Dealership

and Click to “XLS”

icon to download

the Report

3. Select “Period”

etc. parameters and

click “Apply Filter”

4. Select Dealership

and Click to “XLS”

icon to download

the Report


Optional – How to manually key-in data and submit via BMS

An alternative, in case you have technical data interface issues

2. Select in the

drop-down menu

data period (Year

and Month) and

click to “Search”

1. Click to “Data

View & Validation”

2. Select in the

drop-down menu

data period (Year

and Month) and


2. Select in the

drop-down menu

data period (Year

and Month) and



Optional – How to manually key-in data and submit via BMS

An alternative, in case you have technical data interface issues

3. Click on the

folder icon to open

the Online Financial

Statement


Optional – How to manually key-in and submit via BMS

An alternative, in case you have a technical data interface issues

4. Click to the tab

which you wish to

populate

5. Manually type in

your Data and all

YEAR-TO-DATE!


Optional – How to manually key-in and submit via BMS

An alternative, in case you have a technical data interface issues

6. After fully populating your data,

you may click to the individual

“Data Validation Alerts“ – to

update your data if needed (see

slide 20 for additional validation

information)

7. Finally please click “Save” and

then “Release” buttons

7. Finally please click “Save” and

then “Release” buttons

Thank you!


Agenda











Q&A


Dealer Dashboard

• Interactive and configurable dealer dashboard

Communication

• Additional email alerts

Dealer Reporting

• Composite reporting to describe dealer network performance based on “median dealer”

(the middle of the entire portfolio) in addition to “average dealer”

• Reports will be developed continuously based on Dealer feedback, CNH Industrial

Training Programs and internal needs

Business Plan

• Tool and reporting will be developed after completion of a pilot - if interested, please let

us know!

New BMS Functions Phase 2


Custom Dashboard(will be active in the coming months)

The New Dashboard for Phase 2


Overview:

Create budget based on last year values or start a new budget

without last year reference

Create seasonality factors to break down annual budget value

into monthly values

Create and save different plans to create different planning

scenarios

Release final plan for reporting

Export budget into Excel

All BMS report functionalities are able to reference to budget-

data

Ability to offer a “Budget Comparison Report” as an Early

Warning Instrument for the dealer!

Business Plan - Pilot Program 2014


1. Update your BMS password (see slide 17)

2. Update your BMS contact details to receive BMS e-mail notifications (see

slides 18 to 20)

3. Submit your financial the prior the close date(s)

4. Optional - Check your potential Data Validation Alerts (see slides 21 to 24)

5. Download your reports by mid of May 2014 & after e-mail notification (see

slide 26)

6. Provide feedback/recommendation for the new BMS - system or reporting

related (E-mail: [email protected])

7. Provide feedback if you wish to join the Business Plan pilot (E-mail: NA-CNH-

[email protected])

Your BMS Checklist – After Training

Recommend Next Steps


Your BMS Support

For Technical Support:

1. Your Online BMS Support Homepage:

• www.porbis3p.com/bmssupport (for password reset, FAQs etc.)

• Will be ongoing updated

2. Your BMS Service Team at:

• Email: [email protected]

• or Tel: +1-734-237-8620

For Business Questions or Manual Data Submission:

• BMS: [email protected]


Thank you for your attention!

Contact: [email protected] & www.porbis3p.com/bmssupport

Question & Answer

the upgraded 2014 cnh industrial bms system › uploads › 1 › 1 › 8 › 8 › 11886639 ›...

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