1. Flowserve Distributor Online Store & Portal

2. Flowserve Online Store & Portal Training Outline
0) Ecommerce Project Overview
Customer Registration & Profile Maintenance
Login
Accounts & Contracts Overview
My Profile – (Personal Information, Change Password, Preferences, Billing and Shipping Details, Sales Reps)
Home Page ( Navigation, Promotions & Product Hierarchy)
Product Catalog Hierarchy
Products Families based on contract
Switch Account to show product visibility
Quick Order/ Bulk Upload
Resource Center by Platform
Quick Links - Inventory Upload
Inventory upload
Inventory Search
Search Functionality By Part number, Keyword or Product Category
Item Detail & Images & Resources
Training Modules
BOM Search ( Standard vs. As Built)
Check Availability Functionality
Add to Cart / Shopping Cart
Pricing ( Discounts Rules, Product, Region, Volume etc.) & Promo Codes
Requested Ship Dates
Expedite
Lists
Saving Cart as List
Managing Lists
Checkout
Ship To, Bill To, Freight Terms
Process Steps
Notifications
My Orders/Order Lookup
CPQ Integration
Configure to Order
My Quotes  RFQ Process Overview

3. 00 Ecommerce Project Overview
Flowserve Distributor Online Store & Portal
00 Ecommerce Project Overview

4. Flowserve Distributor Online Store & Portal Overview
Flowserve is excited to announce the release of our new Channel Partner portal & Ecommerce webstore. The ecommerce portal was built to provide an enhanced customer experience, enabling self-service access to information, pricing, purchasing, order status, and product resources. The platform’s intuitive interface and streamlined processes will improve the ease of doing business across Flowserve’s products, platforms, and regions. We feel the new platform will enable increased sales and revenue opportunities as well as increase our sales channel productivity.
The Distributor Ecommerce portal is a single front end delivering a seamless, integrated customer experience for buying Pump, Valves and Seal products. It is a critical element of the global distribution growth

5. Flowserve Distributor Online Store & Portal Features
Self Registration
Advanced Searching – BOM, Part, Auto Phrasing, Facets
Digital Content Access
Persona based Content & Promotions
Mobile Enabled
Order History – Self and Org
Inventory Management
Bulk Order Upload/Integration
Quick Cart
Drop Ship Addresses
Configured Products
Contract Management
Credit Card Payment (coming in 2017)
Multi-Channel Support – Chat ( coming in 2017)

6. Flowserve Distributor Online Store & Portal Benefits
Customer
Flowserve
eCommerce Features
Product & Content Management
Pricing Framework
Find the Right Product
Ease of Buying
Seamless Experience
Personalization
Auto Phrasing
Facets
Faster Roll Outs
Centralized Customer Pricing
Promotions/Cross/Up Sell
Support Customer Interactions
Bulk Order Upload
Quick Cart
Credit Card Payment
Profile Management
User and Site Analytics
Mobile Enabled
Digital Content
Configured Products
Promotions
Services and Contracts
Configured Products
Configurable Dashboard
Persona Based Content
Chat Support
User and Site Analytics

7. 04 - 05 02 - 03 01 Ecommerce Objectives by Phase
Phase 2 & 3 (April 2017)
Phase 4 and 5 plans are to complete all major BU & ERP integrations, additional enhancements to support Fastraq & Cobra migration and well as more user functionality and the Customer Support Center
Phase 2 will be the groundwork for a global ecommerce system. We will integrate with PRMS and Oracle and the functionality will cover aftermarket parts and standard products. Phase 3 will include integration to Oracle CPQ (Configure Price Quote). Request for quote functionality and purchasing of configured products through ecommerce will be implemented in this phase
Phase 1 (Aug 2016)
Phase 1 – Build ATG Framework. Scope is to replace the existing istore application with the new ecommerce system. The overall look and feel will align with the new flowserve.com and the application will be better supported and maintained in the new application.
Phase
Phase
Primary Goals
Setup work for adding more sites and locations outside of the US to ecommerce.
Configured products can be ordered out of ecommerce.
Expand Resource Centers
Enhanced Customer Support Functionality
Phase
Primary Goals 01
A universal website to order valves, pumps, seals and training.
BOM, Serial, & Order Status lookup
List Price functionality that will work across the businesses globally.
US based sites will be included First.
Creation of Partner Portal
Expandable more ERPs.
Integrate Oracle CPQ (Configure, Price, and Quote.) into ecommerce.
Request for quotes will come directly from ecommerce.
Primary Goals
POC for ATG Implementation
Reduce administrative work on the backend of the order process and automate s.
Make the currencies and sites expandable beyond the current US and EMA sites.

8. Customer Experience Use Cases
Aftermarket Parts & Standard Products
Search by Keyword, Product Family, Facets (Attributes)
Search by Standard BOM with Assembly Part Number
Search by “As Built” BOM with Serial Number
Search by Order History/ PO Number
Build Using Ecommerce CPQ Product Selector
Search by Part Number
Request Customer Connect Seal Quote
Request Aftermarket Parts Configurator Quote
Request AM Technical Support
Request Price for “Unpriced” Item
Repair & Services
Request R&S Technical Support
Search by Order History/ PO Number
Self Service in Appian Tool for Certified Repair
Request Repair or Service Quote
Original Equipment 8
Self Service Build Using Affinity or Performance!Nxt Configurator
Request OE Technical Support
Search by Order History/ PO Number
Request OE Quote
Ecommerce ( Portal)
CPQ

9. Program Implementation Calendar
Ecommerce Phased Release Timeline
Program Implementation Calendar
Development Phases
Q1’16
Jan – Mar
Q2’16
Apr - Jun
Q3’16
Jul - Sep
Q4’16
Oct - Dec
Q1’17
Q2’17
Q3’17
Q4’17
Q1’18
Jan - Mar
Q2’18
Q3’18
Q4’18
Phase 1 - Training Store Development - Academy.Flowserve.com (Complete)
Phase 2 - Products Store Design Framework
Phase 3 – RFQs, CPQ Integration for std configuration & punch out for complex
Phase 4 (2017) – Add New functionality to the store, more BUs & products inc. global mechanical seals, IPO, Cobra, Fastraq & support center/ chat
Phase 5 (2018) – Complete remaining BUs & products: IPO, AMSS, FCO sites, Integrations for direct customers and additional portal functionality.
Customer Training
Valtek (Oracle FCO), Mechanical Seals (PRMS & Oracle STAR), Innomag & PumpNet
Mechanical Seals
NA, EMA
Mechanical Seals AP & LA
IPO Key Product & Sites
AMSS Sites (Including Fastraq & Cobra Replacements )
FCO Key Products/ Sites

10. Flowserve Distributor Online Store & Portal Support
Thank you for you Support and assistance during the release of this new platform
We welcome all of your feedback
Your first line of defense for all business related questions is your inside sales support contact “Customer Representative”
For application questions and feedback, including all enhancement requests or defects “bugs” , please and copy your business partners
Valves
J.R. Sharp
(713)
Christy Sheppard
(801)
Seals
Brad Neidert
(630)
Pumps
Doug Bell
(757)
Global
Jody Drap
(469)