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2010 USER FORUM Your Plan Realized Paul Rutherford Marshall Quander.

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Presentation on theme: "2010 USER FORUM Your Plan Realized Paul Rutherford Marshall Quander."— Presentation transcript:

1 2010 USER FORUM Your Plan Realized Paul Rutherford Marshall Quander

2 Topics Goals 1.0: MBO Goals 2.0 Goal Bases Goaling Methodologies Granularity Mobile Device Integration Progress/Recap Future Plans

3 Goals 1.0: MBO Originally developed in 2007 Benefits – Ability to be prescriptive – Payout Computations Limitations – Setup dependencies (forecasts, goals, etc.) – Static assignments – Could not set goals at a high level – No revenue-based goaling

4 Goals 2.0 Ground up redesign User friendly setup Dynamic instead of static – Rule based (customer/product filters) – ION based User-defined level of granularity – High and low available Enhanced Progress Reporting

5 Goaling Methodologies Baseline +/- adjustment – Select representative baseline period – Allocate “adjusted” baseline amount Share-Of Allocation – Select representative share-of period – Allocate high level goal to lower level granularity based on share of baseline period

6 Volume Goal Setup

7 Goal Proration

8 Goal Review

9 Distribution Goal Setup

10 Distribution Goal Review

11 Granularity Behind the scenes: customer level/item level Any combination of customer and/or product fields Nesting – Supplier -> Brand -> Products – Determines: navigation path in eoMobile Grouping levels in eoTablet

12 Mobile Device Integration New Web Service – Computes goal completions on-demand – Based on ION Cache Real-Time Goals integrated into mobile apps – Customer specific goals from route screen – Dedicated review screens Goal Review down to the customer level – Better visibility into opportunities

13

14 eoTablet

15 Progress/Recap Review data includes: – Sales History (ION) – Pending Orders (SQL) – Yet-to-be uploaded orders (Mobile Device) Look-ahead capability – 48-hour usage scenario – “See” Friday results on Wednesday

16 In The Future Additional goal bases Additional progress views/metrics Payout Computation eoStarPort

17 Questions/Feedback Paul Rutherford – paul@eostar.com paul@eostar.com Marshall Quander – marshall@eostar.com marshall@eostar.com

18 Discuss | Ask | Suggest Paul Rutherford paul@eostar.com Marshall Quander marshall@eostar.com Discussions online at www.wiki-eostar.comwww.wiki-eostar.com


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