Customer Success Story Proactive Use of AX Data to Deliver Superior Service to Customers and Increase Sales @ James M Pleasants Co. AXUG Carolinas Meeting August 21, 2013

JMP - Background Manufacturers Representative & Distributor Commercial HVAC & Plumbing Products 140 Employees 14 Sales Offices in Southeast USA 4 Warehouses Greensboro NC, Atlanta GA, Nashville TN, Birmingham AL AX 4.0 since 2007 Currently Upgrading to AX 2012 R2 (November)

Customer Service Issues: What are some of your biggest ones?

JMP’s Customer Service Issues Vendors not Receiving/Processing Orders Late Shipments from Vendors Urgent Orders not Shipping Same Day Backordered Items Long Confirmed Lead-Time from Vendors Lack of Follow-up on Inside Sales Quotations

BI Delivery System JMP uses Jet Reports Excel based Design/Create Report in Excel Automatically Runs Report on a Set Schedule Distributes Report via email Many other solutions available

JMP’s Solution Examples

Issue: Vendors not Receiving/Processing Orders Solution: Unconfirmed Open PO report

Issue: Late Shipments from Vendors Solution: Past Due Open PO Report

Issue: Urgent Orders not Shipping Same Day Solution: Today’s Open NDA Orders Report

Backordered Items

Long Confirmed Lead-Time from Vendors

Lack of Follow-up on Inside Sales Quotations

JMP’s Results in a Down Market 8% CAGR

Round Table Discussion What are some ways that you are using your AX data to serve your customers better?

Final Questions, Comments or Emotional Outbursts?