Deliver Order-2-Cash Faster Visual Project Management. See your work flow and automate your processes so you can deliver faster

Transcription

1 Deliver Order-2-Cash Faster Visual Project Management See your work flow and automate your processes so you can deliver faster

2 Leankor Order-2-Cash Use Cases Bio-Tech Equipment Sunroom structures Power Systems Delivery Glass Wall & Furniture Visual. Real Time. Process and Project Collaboration. 2

3 Customer Problems to Solve We have a lack of coordination & communication between Sales and Operations VP Operations Integrate sales operations, estimating, engineering, manufacturing and delivery 3

4 Customer Problems to Solve How can I see the full P&L of each customer deal while the field installation project is in progress? GM Access real-time gross-profit reporting by project, enabling faster decision making. 4

5 Customer Problems to Solve How can we get from Order to Invoicing faster so we can improve free flowing cash in the business? CFO Cut the order-to-invoice cycle time by 20 30% through better integration and visibility of business metric status 5

6 Danaher Subsidiary, Molecular Devices Problem Complex product customization using globally dispersed team of engineers and scientists. Solution Integrated CRM, Workflow, Project Management. Results In two (2) weeks, faster delivery, improved visibility & collaboration across the team 6

7 Managing High-Tech Equipment Delivery in the Bio-Pharma industry with Standard Work Project Roll-Up Board 1 Work Break-Down 2 Project Schedule View Real-Time Analytics LEAN Six-Sigma operation (DBS) requires Standard Work templates 2 Salesforce order confirmation triggers specific template cloning. 3 Work breakdown can be managed as cards or Gantt view. 4 Executives have real time analytics to spot trends outside of the norm.

8 SunCo Sunspaces Fully Integrates Dealers Problem Scheduling order-to-cash through demand pull. Solution Transform Salesforce into a LEAN management platform. Results 300 hours / quarter time savings. Immediate ROI!! Unlimited scale as dealers are on-boarded. 10

9 Effective Demand Chain Management in the Solar Building Structures business 1 Sales Order Control Board 2 Global Dealer Network Manufacturing Plants Kanban Dealer Order Updates 1 Dealers log into SunCo Partner Community. Submit Orders. 2 Cards appear on Control Board; Automatic creation of Dealer Project. 3 MFG plants get real time order info. Sales has full visibility into delivery status. 4 As orders progress through business stages, Sunco updates Dealer Project. 5 Ongoing status of issues, risks, completed work on site is fully visible.

10 Horizon North Logistics Engineer-to-Order Problem CPQ O2C visibility and project control each team member had own view of project Solution Shared visual boards for managing all ongoing quotes and delivery projects. Results Faster delivery, invoicing. Improved resource visibility. 14

11 Managing Quote to Project Launch General Manager Board Project Template Boards 3 1 Quote Board 2 Project Board 4 1 New Quote Card entering Quote Requested on Quote Board will automatically create a card on the Management Dashboard 2 Dragging Quote to Won- PO Received launches Project Board and moves Project Card on Management Dashboard to Jobs in Progress 3 Project Board is created by cloning a Project Template Board 4 Once all Work step Cards are marked as complete, Project Card is automatically moved to the Done column on the Management Dashboard

12 Haworth Gains Visibility and Control Problem Complex Order-to-Cash delivery cycle. Many departments. Regulatory and environmental considerations. Solution Integrated CRM, Workflow, Project Management. Results Faster delivery, invoicing. Improved resource visibility. 18

13 Simple Engineer-2-Order Project Management in the Furniture / Walls business Order-2-Cash Process Board 1 2 Project Schedule Real-Time Analytics LEAN Six-Sigma operation (HBS) requires Standard Work templates 2 Order confirmation triggers project template cloning. 3 Work breakdown is managed as a Gantt view. 4 Executives have real time analytics to spot trends outside of the norm.

14 Leankor Quote-2-Cash Synchronization Configure Price Quote ERP Single source of Truth Change Order Workflow & Project Execution Leankor PO, Project Mgmt, Expenses KPI Metrics Project Gross Profit Management Leankor Project Financial Reports Process Builder Automation Leankor Projects Billing ERP Single source of Truth 24

15 Leankor Quote-2-Cash Synchronization Salesforce Incubator 25

16 Thank you for watching See your work flow and automate your processes so you can deliver faster