AIM - Article Information Management

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Presentation transcript:

AIM - Article Information Management Kick-off / Training Session

GENERAL HOUSEKEEPING To ensure everyone is able to hear clearly; participants are in ‘listen only’ mode to minimize background noise If you do have questions, please use the chatbot Typically at top right hand side of your screen Raise your hand if you have lost audio or visual connection Please log your questions We will answer them at the end of the session If we run out of time we will respond via email after the session

AGENDA Overview – Welcome to AIM High-level Process & Workflow Key Concepts 3 Key Data Elements – Core Data, Digital Assets, Category Specific Attributes ‘Batch’ and ‘Batch Article ID’ Portal Navigation Submitting the 3 Key Data Elements Digital Asset Submission Core Data : directly through the portal OR via excel template Category Specific Attributes Pre-Submission vs Post-Submission Errors Tracking Statuses

- Multiple tools & spreadsheets - Manual processes; inaccurate data AIM is a multi-Year roadmap to introduce consistent processes and tools to manage article data and accelerate speed to market Current State : - Multiple tools & spreadsheets - Manual processes; inaccurate data - Limited visibility of onboarding status 2019 : Article Onboarding - Domestic and Cross-border - Store and online articles Future State: - Web-based portal : - data and digital assets requested & validated upfront - End to end workflow - Automated set-up / maintenance - Onboarding status dashboard

High Level Process & Workflow

AIM Work Flow Initiation Data/Digital Asset Submission Review & Enrichment Article Set-up

AIM Work Flow Initiation Data/Digital Asset Submission Review & Enrichment Article Set-up

AIM Work Flow Initiation Data/Digital Asset Submission Review & Enrichment Article Set-up

AIM Work Flow Initiation Data/Digital Asset Submission Review & Enrichment Article Set-up

The 3 Key Article Data Components KEY CONCEPTS : The 3 Key Article Data Components Core Data Digital Assets Category Specific Attributes

Core Data Some examples of core data include : UPC/GTIN, article description (EN / FR), dimensions and weight. These are just a few examples. 43lbs UPC: 776069981979 30 x 26 x16 inches Corliving Workspace Executive Office Chair in Caramel Brown Leatherette

Core Data Core data also includes Online Category Attributes, which establishes the department search criteria for the online article listing, like this: Home / Furniture / Home Office Furniture / Office Chairs

Digital Assets Digital Assets support the online sale of an article, such as images or instructions for customers to download. During the core data entry, asset file names must be provided to associate the data and images to the article when it is published online. Office_chair.jpg Office_chair.jpg

Category Specific Attributes Category Specific Attributes are specific characteristics of the article that further enhance the online retail experience by helping customers narrow their search.

3 Key Article Data Components All 3 key article data components are critical in the article creation process. Core Data Digital Assets Category Specific Attributes

Batch ID and Batch Article ID KEY CONCEPTS : Batch ID and Batch Article ID

Batch ID and Batch Article ID To onboard articles in AIM, a Batch is created with a defined article count and assigned a Batch ID. A Batch Article ID will also be created within the batch. The number of IDS is dependent on the article count. In this example, the batch was created with article count of 4. 12676-0001 12676-0002 12676-0003 12676-0004 BATCH 12676

Batch ID The Batch ID is a unique identifier throughout the entire onboarding workflow. BATCH 12676 BATCH 12676 12676

Batch Article IDs Data and digital assets can be entered for an individual, multiple or all Batch Article ID(s). Note that an individual or multiple Batch Article ID(s), can be submitted independently of the other Batch Article IDs. 12676-0001 12676-0002 12676-0003 12676-0004 12676-0002 12676-0003 12676-0004 12676-0001

KEY CONCEPTS : Portal Navigation

Accessing the Portal

Number of batch article ids To Do Dashboard Once you access the AIM portal, you will land on the Article Onboarding To Do screen. To start working on a batch, select the Vendor Input box. Number of batch article ids

Vendor Input– Article Onboarding To Do Locate batch ID using filter

Entering Data Directly into AIM Portal (“UI”) Data Can be entered directly into the portal, which is in a grid view. “Jump Links”

Entering Data Through Excel Spreadsheet Templates Data Can be entered through excel template – download and upload capabilities :

Vendor Input– Article Onboarding Batch Summary

Training Resources You will be able to access training resources from multiple locations : - HD Link, Zendesk or within the portal. - “AIM2LEARN” videos will provide you through instruction for each step of the process

Submitting the 3 Key Data Elements What is the Workflow?

AIM Work Flow : Initiation Data/Digital Asset Submission Review & Enrichment Article Set-up

Box.com to upload digital assets Batch Invitation Box.com to upload digital assets Jonathan Doe Jonathan Doe

Submitting the 3 Key Data Elements Digital Asset Submission What is the Workflow?

AIM Work Flow : Data / Digital Asset Submission Initiation Data/Digital Asset Submission Review & Enrichment Article Set-up

Uploading Digital Assets (Images) Create a Box.com account before uploading digital assets

Uploading Digital Assets (Images) Upload digital assets ( e.g. Images, PDFs, etc.) to BOX.com; Digital assets will be validated ( file format, pixel, etc.) and you will be notified at submission if any assets do not pass validation.

Submitting the 3 Key Data Elements Core Data What is the Workflow?

Entering Core Data Core Data can be entered : a) directly through the portal b) through the excel template downloaded from AIM

Core Data – Data Entry Validations Onscreen Validation Data Entry Validation

Core Data : Excel Download / Upload You will have the ability to ‘Download All’ OR Specific lines; ‘Download Selected’

Core Data : Excel Upload For regular batches

Core Data : Excel Upload Uploading of large batches, best practice is to automatically submit

Core Data – Excel Upload Validations

Submitting the 3 Key Data Elements Category Specific Attributes What is the Workflow?

Category Specific Attribute Template

Submitting the 3 Key Data Elements Batch / Article Submission Steps What is the Workflow?

Submitting Batch / Batch Article ID(s) Now that all the applicable data has been entered, it’s time to have it reviewed and validated. Don’t forget to ‘Save’ and ‘Validate’ first. Once your certain that all of the information is correct, click the Submit button. Entering Category Specific Attributes

Batch / Batch Article ID(s) Successful Submission ! The green banner notification shows that your article data has successfully been submitted for review. Please note : once successfully Submitted, the data is locked and you won’t be able to make any changes.

Pre-Submission Errors What is the Workflow?

Pre-Submission Errors Once you’ve entered data and uploaded images : - Save - Validate ( fix any errors ) - Submit. You won’t be able to submit for review if there are errors outstanding. If you click Submit and you haven’t fixed all the errors, you’ll receive a red banner notification and the red icon will appear under the Notifications column. Entering Data on the AIM Portal

“Pre-Submission Errors” If Errors are not correct prior to submission, AIM will notify you that there errors must be resolved :

Post-Submission Errors What is the Workflow?

AIM Work Flow Initiation Data/Digital Asset Submission Review & Enrichment Article Set-up

Post-Submission Error E-mail Home Depot Vendor 70009999

To Do Dashboard Once you access the AIM portal, you will land on the Article Onboarding To Do screen. To view the batches requiring your review, see ‘Vendor Revision’

Reviewing a Batch under ‘Vendor Revision’ Rejected line item status changes to “Vendor Revision ”. Click “Comments” to view rejection details

AIM Work Flow Initiation Data/Digital Asset Submission Review & Enrichment Article Set-up

Tracking Statuses

Vendor Input– Article Onboarding Batch Summary Status: New -- New Batches have been created but haven’t been actioned by the vendor yet Vendor Enrich – Batches have been working by the vendor In Progress – Batches have been working between THD and Vendors Complete – New article has been onboarded and article number is assigned and the product is ready for publishing online Abandon --- THD has decided not to onboard the articles

Tracking Statuses It is important to note that Batch status maybe different from the Batch Article ID status. For ex. : Only when all batch article ids within a batch are complete, will the batch status be ‘Complete’. If batch article ids within a batch are at varying status, the batch status will be ‘In-Progress’

Tracking Statuses Click on the batch to open up the Status window. This Status window shows all of the different types of ‘Line Item Status’, line by line, and also shows the Article Count that corresponds to each status. Remember : each batch article id moves independently

RECAP : Article Onboarding in AIM  Article is Created and Ready to Publish Online !  Unique batches for easy tracking  Secure Portal access Improved speed to market Quality data and images More Efficient process Visibility to onboarding status Handy ‘To Do’ tab Upfront checks AIM2LEARN self-supported training

THANK – YOU !