Implementation Methodology
Solution Approach
Our solution approach
- Leverages pre-defined templates and models
- Is tailored to interface with various incoming feeds
- Generates plans, views and reports that are actionable
Advantages of the approach
- Provides the ability to capture and track plans, day-to-day operations and performance causal
factors in an integrated fashion - Bottoms-up plans and methods as opposed to tops-down plans that are inherently sub-optimal
- Facilitates model upgrades to adjust to changing circumstances
- Keeps the total cost of ownership of the solution low
WORKFLOW DESIGN
Planning
- Setup
- Products, Prices and Promotions
- Define Resources (Managers, Reps)
- Establish Territories, Map Mgrs to Territories
- Identify Lead Disposition, Sales Codes
- Create Material Catalogs, Prices, Labor Rates
- Map Resource and Territory hierarchies
Execution (Run Module)
- Get leads entered into system
- Search/sort/view leads by various parameters
- Assign leads (bulk and individual) to representatives
- Conduct sales appointments – make presentation, configure project, generate quote
Disposition leads (Sale, Pitch-No-Sale, No-Response), along with reason codes; - Issue purchase orders to material suppliers, installers
- Set up a job, rack a job thru various stages
Monitoring
- View Business Performance
- By Product, By Territory, By Resource
- By Period (Day, Month, Qtr, Year)
- View Commonly required metrics and ratios
- Sales Conversions, Retentions
- Install Cycle times, customer service levels
- Revenue per period, per resource..
- Causal Analysis for Sales, Pitch-No-Sales
- Ease of management decision making and operations tracking
Solution Administration/General Features
- Role based Access Control
- Administrator, Sales Manager, Install Manager, Business Owner
- Web Based deployment
- Upload/Download from/to Excel
- Easy setup/Solution as a Service
- Online video help
Deployment Methodology
Shown here is a typical implementation cycle – short, systematic, yet comprehensive