Mobile Technologies for Distributors. March 1, 2012

Size: px

Start display at page:

Download "Mobile Technologies for Distributors. March 1, 2012"

Preston Short
6 years ago
Views:

1 Mobile Technologies for Distributors March 1, 2012 produced by event sponsor

7 Mobile Technologies Agenda Key issues for distributors Mobility trends & business value Implementation strategy and field sales example Q&A Steve Epner Paul Pretko Charles MacLean All

8 Mobile Technologies Webcast Speakers Steve Epner Center for Supply Chain Management, Saint Louis University Charles MacLean Solution Director Optimal Solutions Paul Pretko Industry Principal Wholesale Distribution SAP Tom Gale Publisher MDM.com

9 Mobility Tomorrow s secret today Sponsored by: SAP & Optimal Solutions 1050 N. Lindbergh Boulevard St. Louis, Missouri PH FX Presented By: Steve Epner Brown Smith Wallace Consulting Group sepner@bswllc.com

10 The hype Everyone doing it Everything going mobile The next BIG thing But is it really? Theory vs. Reality Should I jump on the bandwagon? ROI?

11 This never happens Customer order wrong Outstanding invoices wrong Don t know customer disappeared Sales people in the dark (restricted from seeing A/R, CSR records, etc.)

12 What if All data accessible Mobility + sales person = real time information Trend manager alerts sales to order change, customer status

13 Change the sales call Not an apology Show knowledge of situation Set up schedule and milestones Show progress, be proactive Deepen the relationship

14 Make the desktop mobile A successful warehouse: Right product Right quantity At the right time To the right customer Set up dashboards to reflect reality

15 Early bird may get the worm The late worm lives longer BI tools are no longer new Use the knowledge Do not do one-off projects Build a strategy and execute

16 SAP Mobile Platform for Wholesale Distribution Business in the Moment Paul Pretko Industry Principal, Wholesale Distribution

Enable information access anywhere, anytime, on any device Mobile Platform Trends Mobile Enterprise Application Platform - MEAP Point of View Mobility Initiative Mobility Transformation Waiting for

17 Enable information access anywhere, anytime, on any device Mobile Platform Trends Mobile Enterprise Application Platform - MEAP Point of View Mobility Initiative Mobility Transformation Waiting for opportunities Task focused application Standard corporate device Replicate back office apps User interface afterthought Crippling code changes Password authentication Limited by a transitional application development approach 2011 SAP AG. All rights reserved. 17

18 Enable information access anywhere, anytime, on any device Mobile Platform Trends Mobile Enterprise Application Platform - MEAP Point of View Mobility Initiative Mobility Transformation Waiting for opportunities Task focused application Standard corporate device Replicate back office apps User interface afterthought Crippling code changes Password authentication Anticipating use cases Value focused platform Bring your own device Tailored role based apps Intuitive interaction priority Agile mobile objects Enterprise grade security Limited by a transitional application development approach Rapid platform based mobile application development approach 2011 SAP AG. All rights reserved. 18

SAP Mobile Platform for Wholesale Distribution Sybase Unwired Platform Architecture

23 SAP Mobile Platform for Wholesale Distribution MEAP - Mobile Enterprise Application Platform MEAPs address the difficulties of developing mobile software by managing the diversity of devices, networks and groups of users. Unlike standalone apps, a MEAP provides a comprehensive, longterm approach to deploying mobility in an organization. Crossplatform considerations are a big driver behind using MEAPs. A mobile platform is for distributors that wish to deploy multiple applications on a single infrastructure, scaled to their size and available in an online and offline mode. MEAPs are typically for: 1. Supporting three or more mobile applications 2. Supporting three or more mobile operating systems 3. Integrating with at least three back-end data sources Using a common mobility platform can bring considerable savings and strategic advantages to distributors wishing to conduct business-in-the-moment SAP AG. All rights reserved. 23

SAP Mobile Platform for Wholesale Distribution Application Categories Travel Time Workflow

SAP Mobile Platform for Wholesale Distribution Delivering Business Value to Distributors Put accurate, rich, and timely information in salespeople s hands Extend business data and applications to

25 SAP Mobile Platform for Wholesale Distribution Delivering Business Value to Distributors Put accurate, rich, and timely information in salespeople s hands Extend business data and applications to mobile devices. Act faster due to faster flow of information. Increase the value of mobile assets through real-time access and always-on availability, with fewer delays and faster execution. Create mobile apps based on value-delivering use cases and scenarios quickly and efficiently. Enable faster data capture, better decision support, and shorter collection cycle Expose relevant information to customers. Extend back office functionality to the field. Respond faster to changing market conditions, where and when it happens Have instant access to information on your business, anywhere, anytime. Empower your field employees to capture opportunities and adjust to changing conditions 2011 SAP AG. All rights reserved. 25

26 Introduction: Technology Evolution Source: Sybase Webinar Apr 2011

OPTIMIZE Mobility Strategy OPTIMIZE Purpose Opportunity Assessment Mobility Strategy Definition Understand current state Where is mobile technology being used today?

27 OPTIMIZE Mobility Strategy OPTIMIZE Purpose Opportunity Assessment Mobility Strategy Definition Understand current state Where is mobile technology being used today? What technology, application and providers are being used? How is Mobility provisioned and Managed? How is mobility evaluated for productivity and cost effectiveness? Rethink and Re-engineer Business Model What jobs can be done more efficiently with mobile platform? What Enterprise mobility applications are available from vendors? How are competitors using mobility? What are quick wins for the new mobile applications? How will the mobile organization look and work? Standards and Technology Provisioning Security Practices Mobile Management System

28 OPTIMIZE Mobility Project Execution Project Prep Blueprint Realization Final Prep Go-Live Support Establish Project Team Conduct Business Process Workshops Complete Detailed Functional Design Conduct User Training Mobile Device Management Develop Project Schedule Establish Governance Structure Finalize Project Standards Establish Dev and QA environments Conduct Phase Gate Review Develop Proof of Concept (POC) Finalize Functional requirements Finalize technical, infrastructure req Finalize Schedule, Costs, hardware and resources Complete High Level Functional Design Conduct Phase Gate Review Complete approved modifications Develop Mobile Applications Conduct user role mapping and Finalize Security Model Determine training requirements and audiences Update training material Establish production Environment Conduct Phase Gate Review Build Production Environment Establish Helpdesk and support procedure Establish user-ids Mobile Application deployment to the field Conduct Go/No- Go meeting Provide dedicated support Address production issues Transition to long term support organization

Optimize Mobility Operations Best Practices for Operating a Mobile System Purpose Deliverables Milestones & Key Decisions Run implemented Mobility solution Mobile Device and Application Management

29 Optimize Mobility Operations Best Practices for Operating a Mobile System Purpose Deliverables Milestones & Key Decisions Run implemented Mobility solution Mobile Device and Application Management Optimize solution operation by implementing Mobile Operation standards Assessment of Operation Standards for optimize solution operation Identify scope Setup project schedule for implementing For each relevant Operation Standard Design of processes, org. and roles, blueprint for tool usage Setup of processes, organization and roles, tool setup Transition into production incl. training and rollout Operating procedures Plan for full deployment if phased/pilot Identification of Operation Standards for optimize solution operation Design, Setup and Operation of Mobile Operations Standards

30 Real Life Scenario A Day in the Life of an Field Sales Person

31 Account Executive Reports

32 Sales Analysis

33 Sales Orders

34 Back Orders

35 Pricing

36 Retail Execution Mobility App

37 Retail Execution Customer Background

38 Retail Execution Customer Locations

39 Retail Execution Customer Detail

40 Retail Execution Customer Detail

41 Retail Execution Customer Contacts

42 Retail Execution Customer Notes

43 Retail Execution Visit History

44 Retail Execution Create Sales Orders

45 Retail Execution - Create Sales Orders

46 Create Sales Order Order Type

47 Retail Execution Order Type

48 Create Sales Order Choose a Customer

49 Create Sales Order Summary Info

50 Create Sales Order Choose Dates

51 Create Sales Order Confirm Dates

52 Create Sales Order Choose Products

53 Create Sales Order Choose Products

54 Create Sales Order Choose Quantities

55 Create Sales Order Choose Quantities

56 Retail Execution Confirm Sales Order

57 Retail Execution Confirm Sales Order

58 Complete Sales Order - Signature

59 Complete Sales Order - Signature

60 Complete Sales Order Sync with Home Office

61 Retail Execution Mobility App

62 MDM Distributors Webinar Key Take-Aways Right Time Gain Competitive Advantage Right Technology Think Platform Right Strategy Indentify and Prioritize High Impact Mobility Projects Right Partner Optimal Is Here To Help!!!

63 MDM Distributors Webinar Q & A

64 Download handouts (PDF) : or info@mdm.com Thank you! Mobile Technologies for Distributors March 1, 2012 produced by event sponsor

#mstrworld. A Deep Dive Into Self-Service Data Discovery In MicroStrategy. Vijay Anand Gianthomas Tewksbury Volpe. #mstrworld

#mstrworld. A Deep Dive Into Self-Service Data Discovery In MicroStrategy. Vijay Anand Gianthomas Tewksbury Volpe. #mstrworld A Deep Dive Into Self-Service Data Discovery In MicroStrategy Vijay Anand Gianthomas Tewksbury Volpe Introducing MicroStrategy Analytics Agenda Introduction to MicroStrategy Analytics Platform Product