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Published byTerence Bryan Modified over 8 years ago
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2010 USER FORUM Your Plan Realized Paul Rutherford Marshall Quander
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Topics Goals 1.0: MBO Goals 2.0 Goal Bases Goaling Methodologies Granularity Mobile Device Integration Progress/Recap Future Plans
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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
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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
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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
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Volume Goal Setup
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Goal Proration
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Goal Review
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Distribution Goal Setup
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Distribution Goal Review
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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
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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
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eoTablet
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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
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In The Future Additional goal bases Additional progress views/metrics Payout Computation eoStarPort
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Questions/Feedback Paul Rutherford – paul@eostar.com paul@eostar.com Marshall Quander – marshall@eostar.com marshall@eostar.com
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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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