Deploy Web Portal Presented by: Dani Lakeberg Director of Services 11.09.15.

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Presentation transcript:

Deploy Web Portal Presented by: Dani Lakeberg Director of Services

Summary: Distributor portal to allow customers to place orders, view orders, pay bills, and run reports. Who Should Attend: Sales Managers Project Managers Those interested in Distributor Portal SUMMARY #Orchestrate2015

1.High Level Overview 2.Benefits 3.Process Step Overview 4.Customer Story 5.Q&A AGENDA #Orchestrate2015

Overview #Orchestrate2015

Overview #Orchestrate2015 Deploy Are You Ready? Is it a Good Fit? Do You Have a Champion?

Overview #Orchestrate2015 Are You Ready Check List Roll Out Plan Approval Process Identified Support Etc.

Overview #Orchestrate2015 Are You Ready Is it a Good Fit? Know Capabilities Know Limitations Who will use it?

Overview #Orchestrate2015 Are You Ready Champ Get it Running Take Control Buy In

Benefits #Orchestrate2015

Benefits #Orchestrate2015 Benefits Extend OBeer to the web Enable distributors to view real-time account info Eliminates manual order entries into OBeer

Benefits #Orchestrate2015 Benefits Accept online payments Integrates to OBeer accounting & inventory

Process Process Step Overview #Orchestrate2015

Process #Orchestrate2015 Deployment Tracks 6 Step Implementation 4 Week Tracks Scheduled Track

Process #Orchestrate2015 Deployment Tracks Prerequisites Kick Off Orientation Configuration Training Stabilization

Process #Orchestrate2015 Your Deployment Plan a Rollout Notify Distributors Provide Instructions Support

Customer Story #Orchestrate2015

Customer Story #Orchestrate2015 Southern Tier Brewing – Lakewood, New York Company Founded in 2002 Went Live January 2014 Alex James Customer Development Manager 2014 Barrels Produced ~ 100,000

Customer Story What was Implemented Web Portal Beer Seasonal Beer Glassware #Orchestrate2015

Customer Story #Orchestrate2015 How Was it Rolled Out?

Customer Story #Orchestrate2015 Alex’s Part Orchestrate Deployment Track Webinars Videos One on One Meetings Support Self Testing Trainee Becomes Trainer Announce Train Support One Region at a Time Roll out Incrementally

Customer Story #Orchestrate2015 Road Blocks Configuration Time Once setup No Roadblocks For Alex!

Customer Story #Orchestrate2015 Biggest Benefit(s) “It cuts down on all the sales order data entry that I had been processing and frees up my time to handle other more important tasks. It also eliminates us putting the wrong beer or pack type on order.”

Customer Story #Orchestrate2015 Tips & Tricks Write your Descriptions in Word First No Spell Check in Don’t let your wholesalers get away with not using the new portal! It will help Everyone!!

Customer Story

Q&A #Orchestrate2015

Thank You!