OMT UPGRADE TO CONNECT August 29 th and September 4 th.

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Presentation transcript:

OMT UPGRADE TO CONNECT August 29 th and September 4 th

PENTAIR HOFFMAN ® MCLEAN ® SCHROFF ® TODAYS AGENDA Why we are changing What is changing Benefits Preview of new system Transition to the new system Communication/Training plan TRG-00065

PENTAIR HOFFMAN ® MCLEAN ® SCHROFF ® WHY ARE WE CHANGING? To make the quotes and order process smoother To streamline processes to eliminate multiple manual data entry points and queues that cause delays in processing orders Improve the customer experience and make it easier to do business with Hoffman Leverage the fact that Lotus Notes is being retired Making it easier to do business with Hoffman TRG-00065

PENTAIR HOFFMAN ® MCLEAN ® SCHROFF ® WHAT IS CHANGING TRG OMT to Connect – One place to enter standard and non-standard orders – Moving from manual JDE process to automated order entry process – Allowing orders for non-standard products using Hoffman Connect – Price updates will happen automatically – the system is managing to the rule rather than the exception OPT to Engineering Work Order (EWO) – Product Data created automatically from Sales – JDE work order automatically created – Automatic transfer of Pentair SolidWorks files – Bi-directional updates between JDE & EWO – Metrics of business unit performance

PENTAIR HOFFMAN ® MCLEAN ® SCHROFF ® BENEFITS TRG Current OMT/OPT: 26 steps 25 queues/handoffs 190 working minutes Future CONNECT/EWO: 14 steps 14 queues/handoffs 90 working minutes Reduction of 1-2 days in queue TRG-00065

PENTAIR HOFFMAN ® MCLEAN ® SCHROFF ® BENEFITS Access to information on modified products when placing orders – Item master cross reference data from latest completed quote (quote/rev/line, price breaks, dwg/rev, etc…) Makes non-standard orders as easy as standard orders and on the same PO Better data quality (systematic versus manual entry) TRG This Will Be The Only Way to Order Non-Standard Items TRG-00065

PENTAIR HOFFMAN ® MCLEAN ® SCHROFF ® CONNECT DEMONSTRATION Price and Availability now has a view for modified items including: Item cross reference information Build document and drawing links Demonstration will also include: How to place order for standard and non-standard New Approval Drawing screen Enhancements to Search Order screens TRG-00065

PENTAIR Item Master Clean-up of Non-Standard Items Required – Historically JDE did not validate Item Cross Reference information – The quote tool will be used to create the cross reference information in preparation for ordering in Hoffman Connect Sales offices will get a full list of their item numbers with: – Cross reference data that we have – Sales order information that we have Each sales office will prioritize their list of items to clean up prior to Go Live – Items cleaned up prior to Go Live will eliminate the need for workflow approvals at the time of order – If Items are not cleaned-up prior to Go Live, each sales office will be able to clean up items at the time they place the order by revving the item in the quotes tool Sales offices will be provided an FAQ with details on how to clean-up their Non- Standard items Your Hoffman quoter will be your super user to help you through the process TRANSITION TO THE NEW SYSTEM TRG-00065

PENTAIR HOFFMAN ® MCLEAN ® SCHROFF ® COMMUNICATION/TRAINING PLAN 8/29/13 and 9/4/13: Preview of system – FAQ’s – Overview presentation 9/9/13: Sales Communication – Overview presentation – Item master clean up information to sales offices – FAQ’s – Recording of the Preview WebEx 09/23/2013: End User training begins – Sales offices – Customer Service/Quoters/Program Managers – Layout Drafters – Production Control 10/8/13: Go Live – Launch Communication 11/8/13: Promotion video TRG-00065

PENTAIR HOFFMAN ® MCLEAN ® SCHROFF ® Questions? TRG-00065

PENTAIR HOFFMAN ® MCLEAN ® SCHROFF ® TRG-00065